Import from other Zoho Analytics workspaces

Zoho Analytics also allows you to import data from one Zoho Analytics workspace into another. This enables you to create reports and dashboards using data spread across various workspaces. 

  1. How do I import data from one Zoho Analytics workspace to another?
  2. Can I import data from other Zoho Analytics workspaces using custom queries?
  3. Will the data source of the source workspace be copied?
  4. Is it possible to change the data type of the columns imported into Zoho Analytics? 
  5. Can I retain the source's relational data modeling?
  6. How do I schedule data import?
  7. How do I get notified of import failures?
  8. Why am I unable to view tables from the selected workspace? 
  9. Can I also import reports and dashboards from my source workspace?

1. How do I import data from one Zoho Analytics workspace to another?

2. Can I import data from other Zoho Analytics workspaces using custom queries?

Yes, workspace administrators of the workspace you are importing data from can use custom queries during the import process. Refer this presentation to know more. 

3. Will the data source of the source workspace be copied?

No, the data source of the workspace will not be retained. When you import data from another workspace, that workspace will become your data source. 

4. Is it possible to change the data type of the columns imported into Zoho Analytics? 

Yes. To learn more about changing the column type in Zoho Analytics, click here. You can also change the data type of a column during the import process. Refer this presentation to know more. 

5. Can I retain the source's relational data modeling?

While you cannot retain your source's relational data modeling, Zoho Analytics allows you to auto join tables during data import. While importing data into an existing table, Zoho Analytics auto identifies similar columns and provides suggestions for lookup. 

The following presentation explains how this works.

6. How do I schedule data import?

Follow the steps below to schedule data import for an existing table in Zoho Analytics. 

  • Select the Data Sources option from the side panel, and navigate to the required data source.

  • Click the Sync Settings button.

  • Select the required schedule interval from the Repeat every drop down. 

  • Specify the number of consecutive import failure after which you are to be notified in the Notify me after every 'N' Sync Failure (s) section.

  • Click Save. The data from your source workspace will be imported into Zoho Analytics in the specified intervals. 

You can also schedule the import during the initial import. Refer this presentation to know more.

7. How do I get notified of import failures?

You can choose to be notified of consecutive import failures, in case it occurs, while setting up data schedules. To do this, 

  • Select the Data Sources option from the side panel, and navigate to the required data source.

  • Click the Sync Settings button.

  • Specify the number of consecutive import failure after which you are to be notified using the Notify me after every 'N' Sync Failure (s) section.

You can also set up notifications of import failures during the initial data import. Refer this presentation to know more.

8. Why am I unable to view tables from the selected workspace? 

You can only import data from your workspaces, and from workspaces that have been shared with export permissions. To that end, tables that have not been shared with you, or those that have been shared without export permissions cannot be imported into an Zoho Analytics workspace, and those tables will not be listed during the import process.

9. Is it possible to import reports and dashboards as well?

No, you can only import tables from one workspace to another. If you wish to copy reports and dashboards from one workspace to another, refer this documentation.