How To Create A Workspace In Zoho Analytics

How To Create A Workspace In Zoho Analytics

A quiet, relaxed office environment always supports a defined workspace to get to the task easily. Employees get into the right headspace to work by having a designated workspace. It leads to a less stressful & more productive atmosphere. Workspaces are where you create & maintain all your views for reporting and analysis.

“Zoho Analytics” entitles you to manage your account and cooperate with your employees & users in a segregated workspace. It offers various easy options to create a workspace in your account. You can view all the workspaces created or shared by you from the home page of Zoho Analytics. Each & every Workspace that you have access to is listed in the “Workspaces” tab.

What is Workspace in Zoho Analytics?

Zoho Analytics is a self-administration Business Intelligence (BI) and data analytics software that analyzes your data, creates stunning visualizations and discovers hidden insights in minutes. All data in Zoho Analytics gets coordinated into one intelligent place,i.e., Workspace. The Workspace contains underlying data on how the elements are connected. It is a consistent gathering of information indexes of the reports and dashboards made over the information.

Who can create a Workspace in Zoho Analytics?

Only Organization Administrator and Account Administrator are permissible to create Workspaces in Zoho Analytics. They are entitled to perform all possible operations such as:

  • Creating Reports & Dashboards
  • Creating Workspace
  • Managing Users
  • Sharing Reports
  • Publish Views
  • Import & Export data, etc.

What are the options for creating a Workspace?

Zoho Analytics provides the following alternatives for creating Workspaces:

  • Blank Workspace
  • By Importing Data from Files & Feeds
  • By Importing Data from Cloud Storage 
  • By Importing Data from Local & Cloud Databases
  • From Templates
  • By Importing Data from Business Application

How to create a Workspace?

To create a workspace in Zoho Analytics, you need to follow these simple steps:


Login to your Zoho Analytics Account.


On your Zoho Analytics Home Page, click on the “Import Your Data” button.


  • Suppose you are part of more than one account as an Account Administrator or Organization Administrator. In that case, you will be prompted to choose the “Organization Name” into which you want to import.
  • In the “Choose Organization” tab, select the preferred Organization Name.
  • You can also choose the Organization Name from the drop-down option at the left corner of your screen.


After selecting your Organization Name, click “OK.”


On the “Import Your Data” Page, you can choose from various data sources according to your desire.


After completing your import, Workspace is created for you in your Zoho Analytics Account.

How to create a Blank Workspace?

You can create a blank workspace by following the below steps:


Login to your Zoho Analytics Account, and click on the “Import Your Data” button found at the top right corner of your screen. And select the “Blank Workspace” option.


Provide a specific name and description for your Workspace.


Click “Create” to create the blank Workspace.

Now, inside the Workspace, you can add your data as tables & create reports.

How to create a Workspace by importing data from Files & Feeds?

In Zoho Analytics, you can import your data from such file formats using the “Import from Files and Feed” Option and easily start your activities. You can import data into Analytics Plus in the following formats:

  • Comma Separated Value (CSV)
  • Excel
  • MS Access Database Files
  • HTML Content
  • Statistical Files
  • JSON
  • XML
  • OData Feed

If the TSV, CSV, XML, JSON, and zipped files are larger, you can compress the files in ZIP or GZIP format.

Also Read: Thinkific How To Enroll Students: Detailed Guidelines 

How to create a Workspace by Importing Cloud Storage/ Drive?

You can build a Workspace by importing data from Cloud Storage using the “Import from Cloud Storage” option. For advanced reporting & analysis, you can import data on different Cloud Storage/Drive such as:

  • Zoho Docs
  • Zoho Workdrive
  • Dropbox
  • Box OneDrive
  • Google Drive
  • Amazon S3

How to create a Workspace by importing data from Local Databases?

Zoho Analytics enables you to import data stored on different local bases for up-to-date reporting and analysis. You can import data into Analytics Plus from the following local databases:

  • MS Access
  • Microsoft SQL Server
  • Oracle
  • MySQL
  • Sybase
  • PostgreSQL
  • SQLite
  • DB2 AS/400
  • DB2
  • MariaDB
  • Exasol
  • Firebird
  • Hive
  • Other Applications behind the Firewall that you could synchronize

Zoho Analytics Upload Tool is a downloadable autonomous service that lets you pull data from application databases behind a firewall to upload the same into Zoho Analytics Workspace. The Upload Tool allows you to automate the import process promptly. 

With the help of this tool, your Workspace is updated with the latest data without manual intervention. Hence, it keeps your reports and database advanced for better analysis.

How to create a Workspace by importing data from Cloud Databases?

Zoho Analytics permits you to import the data stored in different Cloud databases such as Amazon RDS, Amazon Redshift, and Microsoft SQL Azure for current reporting.

Using a simple setup wizard, you can easily set updates and import them from the cloud database—a simple process where no software installation is required. You can completely manage the import process inside the Zoho Analytics Web Interface on your own.

How to create a Workspace by importing data from a Business Application?

Zoho Analytics provides integration with different Business applications. You can import data from various popular business applications such as:

  • Google Analytics
  • Zoho CRM
  • Zoho Projects
  • Google Adwords
  • Salesforce CRM, etc.

How to create Workspace from Templates?

You can easily create Workspace from Templates by following the steps given below:


Click “Template” from the “Import Your Data” section. 


Enter the Workspace name (mandatory & should be unique).


Select the default template. 


To create a Workspace with Sample data like dummy data rows, click “Populate with Sample Data.”


Click “Create” to create the Workspace.

On successful creation, you come inside the database, where you will find a list of tables & reports created by default for the template you selected earlier.


An online Workspace is a centralized hub that improves work quality, efficiency & productivity. If you have an office where employees don’t feel inspired to work, it is time to think of effective ways to transform your office’s work culture with Zoho Analytics Workspace. Undoubtedly, Zoho Analytics endeavors a specific set of preferences for your Workspace that make informed decisions through insightful dashboards & charts.

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