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Ideal Workplace Solutions
NITA AccreditedIntermediatePhysical + Virtual5 daysTOZA703

Training on Zoho Analytics

Master Zoho Analytics to build dashboards, automate reports, and unlock AI-driven business insights.

Next intake

20 Jul 2026 · Nakuru

View all dates

Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Intermediate

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

Zoho Analytics is a powerful self service business intelligence and data analytics platform that helps organizations transform raw data into meaningful insights. This course equips participants with practical skills to create reports, design interactive dashboards, and automate analytics processes for better decision making and performance monitoring.

Participants will learn how to connect multiple data sources, prepare and analyze data, generate visual reports, and use AI powered analytics features to support strategic planning and operational efficiency through hands on exercises and real world applications.

Duration

5 Days

Who Should Attend

  • Business analysts and reporting professionals

  • Finance, operations, sales, and marketing managers

  • IT professionals supporting analytics functions

  • Executives seeking real-time insights for decision-making

  • Anyone responsible for data reporting and visualization within their organization

Learning outcomes

What you'll walk away with

By the end of this course, participants will be able to:

  • Connect and import data from multiple sources into Zoho Analytics.

  • Apply data preparation techniques for cleaning and transforming data.

  • Create and customize reports, pivot tables, and interactive dashboards.

  • Use AI-powered analytics for predictive insights.

  • Automate reporting processes and share insights across teams.

  • Implement role-based access for secure data sharing.

Course modules

What we cover, module by module

Module 1: Introduction to Zoho Analytics

  • Overview of features and capabilities

  • Navigating the interface and workspace setup

  • Connecting to different data sources

  • Case study: Importing and visualizing sales performance data

Module 2: Data Preparation and Management

  • Data cleaning, formatting, and transformation

  • Creating relationships between datasets

  • Using formulas and custom fields

  • Case study: Preparing HR data for workforce analytics

Module 3: Creating Reports and Dashboards

  • Building charts, pivot tables, and summary views

  • Designing interactive dashboards with filters and widgets

  • Best practices for data visualization and storytelling

  • Case study: Designing a financial performance dashboard

Module 4: Advanced Analytics and Automation

  • Applying predictive analytics and AI-driven insights

  • Automating report generation and scheduling

  • Integrating Zoho Analytics with other Zoho apps and third-party tools

  • Case study: Automating weekly marketing campaign reports

Module 5: Collaboration, Sharing, and Security

  • Sharing reports and dashboards with teams and clients

  • Role-based access and permissions

  • Embedding reports into websites or applications

  • Case study: Implementing analytics sharing for a cross-departmental project

Impact

Where the change lands

Organisation Impact

  • Improved decision-making through real-time, data-driven insights

  • Enhanced reporting efficiency with automated dashboards and workflows

  • Stronger data governance and accessibility across departments

  • Reduced dependency on manual reporting processes

  • Better alignment of analytics with organizational strategy

Individual Impact

  • Ability to independently create and customize dashboards and reports

  • Improved data literacy and analytical thinking

  • Enhanced career opportunities in business intelligence and analytics

  • Increased productivity by automating reporting tasks

  • Confidence in using AI-driven insights for better decisions

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

No, the course starts from basics and progresses to advanced features.

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Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on Zoho Analytics in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.

Request a corporate quoteDownload brochure