Alchemer Advanced Analytics

Alchemer Advanced Analytics integration powered by Zoho Analytics enables you as an analyst to proactively manage, measure and derive analytical insights from your survey campaigns. With Zoho Analytics you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics. 

The connector comes with a unique set of hand-picked reports and dashboards that enables you to easily jumpstart your analysis.

General

  1. What is Zoho Analytics?
  2. Why Alchemer Advanced Analytics connector?
  3. Who can use the Alchemer Advanced Analytics connector?

Pricing

  1. How much does this cost?
  2. What do you mean by 'Users' in the pricing plan?
  3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. Who can set up the Advanced Analytics Connector?
  2. How do I setup the Alchemer Advanced Analytics?
  3. How long should I wait for my Alchemer data to initially appear in Zoho Analytics?
  4. I got this email which said 'Integration Setup Failed'. What should I do?
  5. My data sync has failed. How do I resolve it?
  6. How frequently can I synchronize my data with Zoho Analytics?
  7. Can I edit the Alchemer synchronization setting in Zoho Analytics?
  8. Can I view the data synced history?
  9. Can I synchronize my Alchemer data instantly?
  10. How can I fetch the entire data from Alchemer into Zoho Analytics? What is the difference between Sync Now and Full Data Fetch?
  11. Can I set up the Alchemer within any other existing Workspaces or in any other Advanced Analytics database?
  12. Can I add/modify data in the Alchemer data tables from within Zoho Analytics?
  13. Can I add new columns to the Alchemer data tables from within Zoho Analytics?
  14. Can I add new data tables in this Workspace to create reports & dashboards?
  15. Can I transfer my Alchemer connector to another admin account?
  16. How do I reauthenticate my Alchemer account in Zoho Analytics?
  17. Can I track the action by all users in the connector workspace?
  18. How can I remove the setup?

Reporting Features

  1. How can I create reports using this connector?
  2. What are the modules in Alchemer on which I can create reports?
  3. Can I create reports using the columns from different modules?
  4. What are the report types supported by Zoho Analytics?
  5. What are Formulas (metrics) in Reports?
  6. How do I create my own formulas (metrics) in Zoho Analytics?
  7. What are the default formulas added by Zoho Analytics on setting up this connector?
  8. Can I combine data from other sources with the data from Alchemer to create reports and dashboards?
  9. Can I join data from multiple tables to create reports?
  10. What are Query Tables?

Cross-Functional Analytics with Business Applications

  1. What are the popular business applications that I can integrate Alchemer with?
  2. How can I analyze the data from the business applications along with Alchemer?
  3. Will a relationship (lookup) be created between Alchemer and the other business applications that I integrate Alchemer with?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Analytics with my colleagues?
  2. Why are other members of my company not able to access the reports created?
  3. How can other members of my company create reports?
  4. What are the user roles available in Zoho Analytics?
  5. Why can't other users edit the reports that I have shared with them?
  6. Can I share the same report created by multiple users with different criteria associated, so that they see different data?
  7. Can I export a report/dashboard?
  8. How can I print the reports & dashboards created in Zoho Analytics?
  9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
  10. How do I embed my reports in my intranet, blog or presentation?

Solutions

  1. Does Zoho Analytics support embedded analytics or rebranding?
  2. How to create Net Promoter Score Trend chart using Alchemer Advanced Analytics?
  3. How to create NPS Responses trend chart using Alchemer Advanced Analytics?

Support

  1. How do I get technical support on Zoho Analytics?
  2. Can I have someone from Zoho do a demo of this for me?

General

1. What is Zoho Analytics?

Zoho Analytics is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. Why Alchemer Advanced Analytics connector?

Alchemer Advanced Analytics integration powered by Zoho Analytics enables you as an analyst to proactively manage, measure and derive analytical insights from your surveys. With Zoho Analytics you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics. 

This brings in all the capabilities of Zoho Analytics described above to Alchemer users.

3. Who can use the Alchemer connector?

Any paid user of Alchemer user who wishes to analyze their application data can make use of this.

Pricing

1. How much does this cost?

Alchemer Advanced Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at    per month. Click to learn more about Zoho Analytics Pricing.

2. What do you mean by 'Users' in the pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.

Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Analytics account is said to have 5 users (including yourself). 

3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing is the sum of all rows/records stored across all your database tables in your Zoho Analytics account.

Setup

1. Who can set up the Advanced Analytics Connector?

The Account Administrator and the Organization Administrators can set up the Advanced Analytics connector. Click here to learn about Managing Users.

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How to Setup Alchemer Advanced Analytics?

Note:

Refer this documentation from Alchemer to learn about generating an API key.

3. How long should I wait for my Alchemer data to initially appear in Zoho Analytics?

After configuring this connector, you might have to wait some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch, it will not display any data.

4. I got this email which said 'Integration Setup Failed'. What should I do?

The import process of your Alchemer data can sometimes fail, for various reasons. You will receive the 'Integration Setup Failed' mail, when there is a failure during the initial fetch. In this case, we request you to:

  • Open the Workspace in which you have set up the connector.
  • Click the Data Sources button in the Explorer tab.
  • In the Data Sources page that opens, click the Retry Now link.
  • If the issue persists, please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.
Note : The Account Administrator and the Organization Administrators can use the Retry Now link to resume the integration process.

5. My data sync has failed. How do I resolve it?

Data sync may sometimes fail due to various reasons such as Authentication Failure, your business app service is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure, and its solution. Click here to learn more about Synchronization Error Failures and their solutions.

Note: This import schedule will get suspended if there are successive failures for five consecutive days.

6. How frequently can I synchronize my data with Zoho Analytics?

If you are a Basic plan user of Zoho Analytics, you can synchronize your data once every day.

You can choose to synchronize data at one of the intervals mentioned below.

  • 1 Hour (Enterprise plan Only)
  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day

Note:

  • Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  • Users in Basic plan can synchronize their data only once everyday.

7. Can I edit the Alchemer connector Synchronization setting?

Yes, you can edit the Alchemer connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,

  • Open the Alchemer Advanced Analytics Workspace.
  • Click the Data Sources button in the Explorer tab.
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

Note:

  • The credentials of the Administrator who set up the connector will be used for establishing any connections with source application by other administrators.
  • You can track all activities performed in the Connector-configured workspaces by all users, using Audit History.

8. Can I view the data synced history?

Yes, the Account Administrator and the Organization Administrators can view the Sync History. Follow the below steps to view the data synced history.

  1. Open the corresponding Alchemer Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. All the data source of the workspace will be listed. 
  3. Click Alchemer. The Data Sources page for Alchemer will open.
  4. In the Data Sources page that opens, click the Sync History link.
  5. A calendar with the sync history of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data  had got synced on a specific date.
  6. Click the date to view more details. 

9. Can I synchronize my Alchemer data instantly?

Yes, you can synchronize your Alchemer data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Analytics account.
  • Open the corresponding Workspace.
  • In the Explorer tab, click Data Sources button
  • In the Data Sources tab that opens click Sync Now.

Alchemer data will get instantly synchronized. You can use this option for a maximum of five times between the schedules.

Note:

To fetch the entire data, click Fetch Full data link. This will fetch the entire data from Alchemer and therefore will be time-consuming. 

10. How can I fetch the entire data from Alchemer into Zoho Analytics? What is the difference between Sync Now and Full Data Fetch?

The Account Administrator and the Organization Administrators can fetch the entire data from Alchemer into Zoho Analytics. 

The key difference between the Sync Now and Full Data Fetch are
Sync Now - This will synchronize the recent data from the source application with the existing data in Zoho Analytics.
Full Data Fetch - This will fetch the entire set of data from the source application and replace the existing data in Zoho Analytics with it.

Follow the below steps to perform the full data fetch:

  • Open the corresponding Workspace.
  • In the Explorer tab, click the Data Sources button.
  • In the Data Sources tab that opens, click Full Data Fetch link.

Note: Full Data Fetch will fetch the entire data from Alchemer and is similar to the initial data fetch process. 

11. Can I set up the Alchemer Advanced Analytics in any other existing Workspaces or in any other Advanced Analytics database?

Yes, you can setup the Alchemer Advanced Analytics in any of the existing Workspaces or in any of the Advanced Analytics database to analyze data together. To do this,

  • Open the Workspace into which you would wish to import your Alchemer data
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Alchemer.
  • In the Import from Alchemer dialog that opens, authenticate your Alchemer account.
  • Select the survey that needs to be imported into Zoho Analytics.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your Alchemer data will be imported into your database. Refer to this setup presentation.

12. Can I add/modify data in the Alchemer data tables in Zoho Analytics?

No, you cannot add/modify data in the Alchemer data tables. Data from Alchemer application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.

However, you can add new tables and add/import data into that, to create reports combining it with the data from Alchemer.

13. Can I add new columns to the Alchemer data tables in Zoho Analytics?

No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

14. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Alchemer Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Alchemer data. You can also import data from other business applications like Dynamics CRM, Salesforce CRM etc.

Refer:

15. Can I transfer my connector to another admin account?

Yes, the Alchmer connector in your account can be transferred to another Administrator in the Organization.

  • Account Transfer: An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations.
  • Leaving the Organization: An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
  • Transfer connector: Write to support@zohoanalytics.com, if the organization administrator continues to be part of the organization but wishes to transfer the Alchmer connector to another user(Organization Administrator).

16. How do I re-authenticate my Alchemer account in Zoho Analytics?

Yes, only the Administrator who created the connector setup can re-authenticate. Follow the below steps to re-authenticate,

    • Open the corresponding Workspace.
    • In the Explorer tab, click the Data Sources button.
    • In the Data Sources tab that opens click Re-authenticate.

    • Click Re-Authenticate Alchemer and then enter the credentials to reauthenticate.
    • Once done, click the Re-Authenticate Alchemer button once again to reauthenticate.

    17. Can I track the action by all users in the connector workspace?

    Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History. The Account Administrator and the Organization Administrators can view the audit history.

    Follow the below steps to do so.

    1. Open the corresponding Alchemer Advanced Analytics Workspace in Zoho Analytics.
    2. Click Data Sources on the left panel.
    3. The Data Sources page will open. Click Audit History.
    4. A dialog with audit history for the last 180 days will open with the following information.​
      • Date and Time of the action
      • Action done
      • User who performed the action

    The following are the actions that are logged in Zoho Analytics.

    • User Actions 
      • Create - Connector setup created
      • Edit Setup - Edit connector setup to do the following changes. 
        • Modules Added
        • Modules Removed
        • Fields Added
        • Fields Removed
        • Schedule Change and
        • Entities (Campaigns, Org, Handles) Modified
      • Delete - Remove integration
      • Take Ownership - Transferred connector to other admin. 
      • Re-authenticate - Re-authenticate business app 
      • Sync Now - Sync data instantly
      • Retry Now - Retry to import data after initial setup failure
      • Connector Activated (when you upgrade from Basic plan to Standard plan)
      • Connector Disabled (when you downgrade from Standard plan to Basic plan)
    • System Event - Any action done by Zoho Analytics
      • The Connector is automatically deleted when you downgrade to free plan. 
      • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
      • The Connector is automatically deactivated when you downgrade your plan. 
      • The Connector is automatically activated when you upgrade to a higher plan. 
      • The Connector is manually restored by the Zoho Analytics support.
      • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

    18. How do I remove the integration?

    The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page. To remove the integration,

      • Login to your Zoho Analytics account.
      • Open the corresponding Workspace.
      • In the Explorer tab, click Data Sources button
      • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

      Reporting Features

      1. How can I create reports using this connector?

      Click here to view the unique set of hand-picked reports and dashboards that are made available by default on setting up this connector.

      Refer,

      ​2. What are the modules in Alchemer on which I can create Reports?

      You can create reports using the data from the following modules:

      • Sub Questions
      • Survey
      • Survey Campaign
      • Survey Campaign Contact
      • Survey Option
      • Survey Page
      • Survey Question
      • Survey Respondent
      • Survey Response

      3. Can I create reports using the columns from different modules?

      Yes, you can create reports using the columns from different tables. All the modules (tables) from Alchemer will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer. Click to view the default reports and dashboards created using the Alchemer data.

      4. What are the report types supported by Zoho Analytics?

      Zoho Analytics supports a wide variety of reports.

      • Charts
        • Pie
        • Bar
        • Stacked bar
        • Bubble
        • Packed Bubble
        • Line
        • Smooth Line
        • Scatter
        • Combination
        • Area
        • Stacked Area
        • Web
        • Funnel
        • Doughnut
        • Dial
        • Bullet
        • Table View
      • Pivot tables (Matrix Views)
      • Summary view
      • Tabular view
      • Dashboards (multiple reports arranged in the same page)
      • KPI Widgets

      5. What are Formulas/metrics in reports?

      Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

      6. How do I create my own Formulas in Zoho Analytics?

      You can create a custom formula by clicking Add > Formula Column/Aggregate Formula in a Table. Refer to the Adding Formulas in Zoho Analytics help page.

      7. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

      The default formulas added by Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

      The following are the default formulas in the Survey Respondent table

      Formula NameFormulaFormula TypeDescription
      Total time in minutesCustom"Response Time"/60Converts the total time to minutes.
      Survey Completion RateAggregate

      (Countif("Survey Respondent"."Status"='completed')/Count("Survey Respondent"."unique Id"))*100

      		Displays the completion rate of the surveys

      8. Can I combine data from other sources with the data from Alchemer to create reports and dashboards?

      Yes, you can combine data from your other sources with your Alchemer application data for analysis.

      To do this, you need to add/import a new data table into the Alchemer Workspace as explained in the previous question and then define a look-up to join it with the table from Alchemer.

      To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Alchemer along with the data from any other source.

      • Open the corresponding table, right-click the column header and select Change to Lookup Column.
      • In the Change to Lookup Column dialog that opens, select the column to look up.
      • Click OK

      Click to learn more.

      9. Can I join data from multiple tables to create reports?

      Yes, you can join data from multiple tables to create the reports. Refer to the previous question for detailed help on this.

      10. What are Query Tables?

      Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. Refer to this help document to know about how to create Query Tables in Zoho Analytics.

      Cross-Functional Analytics with Popular Business Applications

      1. What are the popular business applications that I can integrate and analyze Alchemer with?

      You can import and analyze data from all the applications that Zoho Analytics offers integration with. Please refer to our Integrations page to know more.

      2. How can I analyze the data from the third party business applications along with Alchemer?

      To import data from the third party business apps,

      • Open the Alchemer database
      • Click the Import Data button
      • In the Create New Table tab that opens, select the application that you wish to import.
      • Provide the necessary authentications
      • Select the necessary surveys
      • Select the schedule import options
      • Click Create

      Once the data gets imported into the Alchemer Workspace, you can create lookup relationships or write query tables to join these tables.  

      3. Will a lookup relationship between the related modules from Alchemer and other business application be created automatically?

      A lookup relationship will not be created automatically between the Alchemer modules and the modules of the application that you are trying to import. You will have to manually link the tables using a look-up relationship.

      To manually create a lookup relationship refer this help link - https://www.zoho.com/analytics/help/table/joining-tables.html

      Users, Sharing & Collaboration

      1. How do I share the reports in Zoho Analytics with my colleagues?

      You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.

      Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

      2. Why are other members of my company not able to access the reports that I create?

      When a Alchemer Administrator configures the Alchemer - Zoho Analytics, the tables, and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members.

      To know more, refer to Sharing and Collaboration help page.

      3. How can other members of my company create reports?

      The Alchemer Administrator who has set up the should share the tables present in 'Alchemer Advanced Analytics' database with other members of the company. Once this is done, the shared users can create reports based on those tables.

      To know more, refer to Sharing and Collaboration help page.

      Note: If you add a user as a Workspace Administrator in the Alchemer Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics, to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace

      4. What are the user roles available in Zoho Analytics?

      Zoho Analytics offers three user roles - Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Organization Model and User Roles.

      5. Why can't other users edit the reports that I have shared with them?

      This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles, click here.

      6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

      Yes, you can. Refer the topic Apply filter criteria.

      7. Can I export a report/dashboard?

      Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.

      8. How can I print the reports & dashboards created in Zoho Analytics?

      In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

      Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

      9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

      If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

      10. How do I embed my reports in my intranet, blog or presentation?

      You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

      Solutions

       1. Does Zoho Analytics offer Embedded Analytics or rebranding?

      Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

      2. How to create Net Promoter Score Trend using Alchemer Advanced Analytics?

      3. How to create NPS Responses trend using Alchemer Advanced Analytics?

      Support

      1. How do I get technical support on Zoho Analytics?

      We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

      You can also reach out to us on our toll-free numbers -

      • United States: +1 (888) 900 9646
      • United Kingdom: +44 (20) 35647890
      • Australia: +61-2-80662898
      • India: +91-44-67447000

      2. Can I have someone from Zoho do a Demo of this for me?

      Yes, certainly. Register for a demo in this page.