Creating a Tabular View

To apply summary functions:

1. Drag and drop the required columns into the Columns/Group by block shelf.
2. Click the Function drop-down from the dropped column and click the Show Summary option.
   
3. You can choose from the displayed list of possible summary functions. You can also choose to apply multiple summary functions.
   Note: You can apply summary functions only over the columns dropped in Columns and Group by block shelf.
4. Click the Click here to Generate Report link, after selecting the required summary function, to generate the report.

The following Tabular View shows the sum and average value of sales and cost of each product grouped based on its region.

Applying Filters

Zoho Analytics allows you to filter a column for specific ranges, individual values, date ranges, and more, depending on the data type of the column. You can also apply multiple filters (based on multiple columns) in a Tabular View. 

Here, we will filter the created Sales Overview Tabular View to display only the data for 2019, 2020, and 2021. To do this:

1. Click the Edit Design option in the toolbar.
2. Click the Filters tab next to the Report tab in the Design Area.
   
3. Drag and drop the Date column from the Column List pane on the left into the Filters shelf. Once a column is dropped, a list of all the possible options available for filtering the data will be displayed in the box next to the Filters shelf as shown in the screenshot below.
   
4. Filtering options vary depending on the data type of the dropped column. After you have dropped the column, select one or more values to filter by. Here, we will filter to display data pertaining to the year 2022 alone. The selected filter items will appear in the third box on the right.
   
5. Click the Click Here to Generate Report button. 

As shown in the below screenshot, data that matches the applied filter will be displayed. You can view the generated Tabular View by navigating to the View Mode. 

When dropping a column as a filter, it will list a set of possible options that can be used as filters. The filtering options provided will vary, based on the data type of the column dropped. The following section provides all the possible filtering options for columns with data types like Text, Numeric and Currency, and Date.

Data Type - Text

The text type column can be filtered using the following options.

• Individual Values
• Wildcard

Individual Values

This allows you to filter the chart by Actual value. All the distinct values from the column will be listed with a checkbox. Select the value to include or exclude from the chart. You can select multiple values too. A Search box is also available to find the required values.

Wildcard

Wildcard filter allows you to filter by specifying filter criteria. The following table lists the possible conditions for filtering.

You can construct filter criteria with multiple conditions and join the condition using (AND) or (OR) operator. You can specify the join operator by clicking the link adjacent to the conditions. 

By default, conditions from last to first will be grouped. i.e., when you have three conditions, the third and the second will be joined, and the result will then be joined with the first. You can change the default grouping of the conditions if needed. To modify, click the Edit link next to the Criteria Expression. Modify the filter criteria as required, and then click OK.

Data Type - Numeric and Currency

This allows you to filter the columns with Numeric and Currency data types. The filtering options like individual values and ranges are available.

Zoho Analytics allows you to define your own custom ranges, if the listed values do not meet your needs. You can add your custom ranges, by clicking the Add New Range button under the corresponding option. 

Data Type - Date

When a column has Date data type, the filtering options are grouped under three categories as Actual, Seasonal and Relative filters. You can choose them based on your need.

When you select Actual Values for a Date column, the following options are available for filtering.

To enter a custom date range, under Ranges option click Add New Range. In the Add New Range dialog box that opens, enter dates in the From and To boxes or click the Calender icon to open the calendar to select the required dates and then click Add button.

When you select Seasonal filter for a Date column, the following options are available for filtering.

When you select Relative filter for a Date column, the following options are available for filtering.

Providing User Filters

Zoho Analytics also allows you to include dynamic filters, called User Filters. This enables your users who access the report to apply dynamic filters on the report data using the filter columns exposed as part of the User Filters. The filter columns included in User Filters can be displayed using a variety of display components, such as Drop Down boxes, Slider, and Date range chooser to suit your needs.

In this example, we will add the Product column as a User Filter. To do this, 

1. Click the Edit Design option in the toolbar.
2. Click the User Filters tab next to the Filters tab in the Design Area.
3. Drag and drop the Product column into the User Filters shelf.
4. Click the Edit icon that appears when hovering on the added user filter.
5. In the Choose Component for User Filter dialog that opens:
   • Provide a Filter Display Name. Here, it is Product.
   • Choose Component Type. You can choose Single Select Box to allow the users to filter based on only one value at a time, or the Multi Select Box to allow the users to filter based on multiple values. In this example, we will have a Multi Select Box.
   • Choose Values to be displayed. You can choose to list all the values available in the dropped column or select only a few required values. We will List All Values.
   • Specify the default filter values. The value specified here will be applied as the default user filter value while accessing the report. When no particular value is mentioned, all the values will be displayed in the report.
   • In case of having multiple user filters, you can specify the Behavior when user filters are applied. Values available for the option are:
     • List only relevant values: Use this option to set up cascading User Filters i.e., if you want the second (or subsequent) User Filter's value to be dependent on the value that you have chosen in the preceding User Filter(s). For example, let's say you have one User Filter to filter Product Category, and a second filter to filter Products in a report. If you select Furniture in the Product Category filter, only the products which comes under the category Furniture will be listed in the drop-down list of the Products filter, instead of listing all the products.
     • List only relevant values, with 'Show All' option: This option is similar to List only relevant values, with a Show All link. You can choose to click Show All, if you want to filter based on all the Products and not only Furniture.
     • Always List All Values: Use this option to disable Cascading of User Filters and list all the values in the dropdown.

6. Click the Click Here to Generate Report button.

When you view the report in View Mode, a user filter with a drop-down menu list appears on the top-left as shown in the below screenshot. From here, you can now filter product-specific data.
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Adding Formula

Zoho Analytics allows you to define powerful formulas and derive custom metrics to meet your specific reporting requirements. This enables you to perform from simple calculations such as addition and subtraction to a complex calculations using built-in functions. The output of the formula adds a new column in the tabular view as well as add it as formula column in the underlying data table.

To create a formula column:

1. Click the Add button > Formula Column. 
   
2. In the Add Formula Column dialog that opens, type the formula you wish to create and click OK.
   

A new column using the specified formula will be added in the Tabular View.

Read more about Formula Columns.