Work Effortlessly: Spreadsheet View in Zoho Creator

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Every business transaction generates data. In fact, the integral aspect of a company’s profitability is not only capturing the data, but also analyzing it to discern patterns and record it for future action. No matter how much data your business has, converting it into useful information is easy using a spreadsheet. Unfortunately, spreadsheets come with a set of problems: no role-based access permissions, error-prone data entry, different versions and inability to collaborate with coworkers in real time. Bottomline, spreadsheets were not built to manage your database.

Let’s assume Mark is the owner of ‘TastemyWine’ — a winery with a medium-sized inventory of red and white wines. His stock manager, Paul takes care of winery operations and constantly updates their wine database using a spreadsheet. He collaborates with stock managers across different locations by sending spreadsheets back and forth. This results in different versions  and many errors costing TastemyWine winery millions of dollars.

Zoho Creator’s spreadsheet view eliminates these problems by combining the strengths of regular spreadsheets with database management. So let’s take a look at how Zoho Creator’s simple alterations with the spreadsheet view changes Paul’s data management from tedious to effortless.

Import and Export Data:

When Paul initially sets up his database in Zoho Creator, he imports the spreadsheet and changes the view type to a spreadsheet. The user experience of this view in Zoho Creator is no different from his original spreadsheet. With the help of this view Paul could see his data in rows and columns and make necessary edits, just like he did in his original spreadsheet.

Auto-adjust field size:

Paul expects his data to be in one place and in a format that helps him view everything he needs. Using the auto-adjust field size, he views every piece of information without missing a single detail. This feature gives him the flexibility to store and display more information in a single field than he could on a standard spreadsheet.


We all know data is vital to a business, but data entry? Entering and re-entering numbers all day long can be exhausting to say the least. With Zoho Creator, Paul now has a few options to speed up his data entry process. The Cut, Copy, and Paste feature lets Paul update data faster than he could with a standard spreadsheet. As a bonus, he types faster because he uses the keyboard shortcuts.

Zoho Creator Copy- Paste.gif

Additionally, the auto-fill feature gives Paul the convenience of entering the same value for adjacent records and if he makes a mistake, he can simply use the ‘Undo’ or ‘Redo’ feature to delete or repeat the previous action.

Zoho Creator autofill.gif

Zoho Creator undo-redo.gif

With the flexibility of the spreadsheet view in Zoho Creator, Paul’s workday got much easier. If you too would like to make your workday easier, explore the spreadsheet view in Zoho Creator for your database, and share your experience with us.

Shift base from Intuit QuickBase: Free Migration to Zoho Creator quicker than ever!

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Any service that your business depends upon has got to be reliable. Be it your email service or CRM tools or even your database software, there cannot be any compromise. But what would you do, when you find yourself in a situation where, one of your service providers drops a bombshell that they are ceasing operations and handing over the baton to a different company to provide you the product support and services.

Two weeks ago, Intuit announced that they are planning to divest three of their well regarded softwares: Quicken, QuickBase and Demandforce. According to Intuit, QuickBase does not support the current ecosystem of QuickBooks online and it mostly serves customers that are up-market from their core small business customers.

Quickbase Alternative

Intuit had mentioned in its company statement that it has decided to focus and sell products, “to strengthen its ecosystem and align with two strategic goals: to be the operating system behind small business success and to the nations’ taxes in the U.S and Canada.” (Source: Business Wire)

As Intuit seeks to divest its products, this decision leaves QuickBase customers stranded. Need I say more? This is a warning for you to be worried about your business data. QuickBase has no clue who is going to buy them, nor do you have a clue about who is going to handle your data or your product support. We’ve seen it happen with DabbleDB and we’ve seen it happen with Coghead too. We would like to reassure all you QuickBase customers: You need not worry about a place to go!

Zoho Creator is your best-in class alternative to QuickBase. We’ve carried out successful migrations in the past with DabbleDB and Coghead. The best part being, it is effortless. We have loyal and happy customers till date. So rest assured, we have your back!

Testimonials from happy customers

Migration is just the start:

QuickBase users can enjoy free migration and most of all it’s very easy. We also offer 24/7 technical expertise to assist through this migration process. In addition, Zoho Creator integrates with a broad suite of Zoho applications and other external third-party applications allowing you to communicate with data in different systems.

If you’re a current QuickBase customer, we welcome you into the Zoho family. It’s not just migration, you will soon discover all the additional benefits that Zoho Creator brings over QuickBase. See some of our inspiring customer stories to know what Zoho Creator can do for you.

So why wait, learn how to migrate your data into Zoho Creator or reach out to us and we’ll assist you in the process. It’s smooth sailing all the way!

Zoho Creator : Say it with charts

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Today, the way people consume information has evolved – we look for information that conveys the whole idea in a single step. A study at the University of Minnesota, found that visual aids are 43 percent more effective in persuading your audience than text alone. While compiling large amounts of data in our business reports, there is often a need to answer several questions to arrive at meaningful decisions. Say for an instance, while creating sales reports, you often have to answer questions like – “What are the monthly sales of your stores in the north-east region?” or “What are the highest revenue generating products of your store?”. Pivot Tables and Pivot Charts can help you visualize data and make informed decisions.

Apart from making data collection downright simple, Zoho Creator can help you with your reporting and analytical needs. Pivot Tables from Zoho Creator can help you slice and dice your data in the following ways:

Break down your data
Let’s assume you own ‘Starmark Stationary Company’. You would want to keep a regular check on the products’  performance in the market and the sales  from each of the stores in the East, West and Central regions of the state. Pivot Table swings into action, doing hours worth of work in an instant.

Region-wide Sales Report

Design dynamic layouts
Once you have created your pivot table, you might want to improve the readability of the report and make it more attractive. With pivot tables you can easily move fields around to tell different stories about your data. The following are the different layouts that could be created based on the source data set.

Quarterly Sales report- Layout-1

Yearly Sales Report- Layout-2

Discover trends and patterns
To compare the quarterly sales data of all your stores, select ‘Quarter’ from the drop-down list using the ‘filter‘ option in your pivot table. Based on this report, you could infer that the ‘binder’ is the most fast-selling product across all regions. Using this trend, you could decide to stock more binders in your inventory.

Yearly Sales Report - trend

Visualize data in seconds
Now that you’ve summarized your data using pivot tables, you could use pivot charts to visualise data in a more comprehensive manner.

Regional Sales Report- Charts

Pivot tables come in handy when you are working with large data sets in your applications. So go ahead,and start saying it with charts! Tell us how you’ve used pivots to visualize your data better.

Supercharging your Business: Spreadsheets were not designed for Collaboration.

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Collaboration on spreadsheets is like playing a Chinese puzzle. There are many instances, where we co-edit spreadsheets with our colleagues. Most times, we communicate and share these changes via e-mail, with the updated versions. This back and forth e-mail communication can tie us up in confusion of different data versions. The second problem is, when spreadsheets are shared, anybody having access to the sheet can alter data.  It does not allow role-based permission access for users. These alterations made by multiple users, may result in missing or erroneous information.

Working together is all about having data in one place and the possibility to work with the available data. When data becomes pivotal to all your daily tasks, you need a better business tool to manage.


Let’s consider your sales and production teams, both being cross- functional in nature and inter-dependent on data. As your sales executive updates sales information on the spreadsheet, your production manager from a different location, may add a few more rows of data relating to the stock information. Not only does the spreadsheet application get heavily-loaded with information, there is also a high chance  of collaboration-triggered issues. The problem gets more complex when everyone in other departments in your company, for instance–your warehouse team has access to manipulate information.

A custom solution like Zoho Creator is not only a central repository of information, but also allows multiple users to work on the data in real-time without confusion. It allows you to share the application with different teams in the organization. Due to its fine-grained access control feature, you can ensure that only specific people within a team have a chance to modify information. Additionally, the access permissions can also be defined based on roles. With all these features, you’re in total control of all information-based transactions that happen between multiple users in multiple teams.

You can be confident, that the data is available for people to collaborate and you can rest assured that it’s always accurate and up-to-date. So, if you have a lot of information and more collaborators then Zoho Creator would be the best solution for you.

Share with us, the processes you’ve deviced in your organisation to track all collaboration-based issues while using a spreadsheet program.

Supercharging your business: Understanding what solution is right for your business.

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Before the era of technology, book-keepers, record assistants, and accountants used the paper and pencil method to maintain statement of transactions.  The rise of the computer era led to a wonderful invention called  spreadsheets. The first electronic version of the spreadsheet appeared in 1978 with a program known as “VisiCalc”. Since then,  spreadsheets  became the go-to tool to solve  problems since people started using the program for every single need like collecting information, performing calculations and data analysis.

No doubt, it is a terrific tool on multiple fronts, and it is evident that spreadsheet programs have a huge fan following. Number crunching is a piece of cake on spreadsheets–all you need to know is, to use some formulae and automate calculations in the workbook. Another significant advantage of spreadsheets  is visualizing statistical or numerical data in the most simplistic form. Data need not be necessarily represented as text or numerals; it can be represented as charts or graphs.

ZOHO Creator_Supercharging your business

Businesses run on data. Data is needed for making informed decisions and taking actions. Time is also the most important factor while working with data manually. Let’s imagine you run a book store that sells more than thousands of titles. As the best-in- town store, you always  keep track of all your titles that you  sell. And, you have Imagine you have this information stored on a spreadsheet. You are good as long as you want to analyze or visualize data like hot-selling titles of the week or month.

What if you needed your data to work for you? What if you wanted to be notified about one of your hot-selling titles running out of stock? What if you needed to place an order for fresh stock of books to your distributor in order to  replenish your inventory? What if you wanted to get your customer feedback as soon as he or she has made a purchase from your store?

You will agree with me, that spreadsheets can be limiting to perform these unique actions for you.There are many off-the-shelf software solutions for businesses that help solve most of the common business bottlenecks. Each business is unique. That is why you need a custom fit solution for your business to ease out your business operational tasks.

Zoho Creator is a solution that allows you to store, manage and create workflows around your data. It competes business complexity. You don’t need an IT guy to sit down, build something, test it and then wait for it to be rolled out to everyone in the workplace.  Because, building something on Zoho Creator is as easy as and much more than working with a spreadsheet program. Additionally, you can enjoy the advantages such as workflow management and real- time collaboration.

As a growing business owner, ask yourself these questions.

  • Does your company generate an enormous amount of information that is unmanageable in a spreadsheet?
  • Do you have constant changes made to existing data by different teams at different times and  geographical locations?
  • Do you need instant workflow based actions to be triggered or notifications based on available data?
  • Do you need automatically generated reports?

If your answer, is a ‘YES’ to all or any of the questions above, you sure need a powerful and scalable solution to beat complexity, manage and automate your business processes.  Zoho Creator is the right solution for your growing business.

Zoho Creator: Visualize your data better with Conditional Formatting

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Zoho Creator has helped you grasp information quickly with reports in the form of graphs and charts. Achieving this with data in tabular format is more challenging. Our new feature Conditional Formatting makes it possible.

With conditional formatting you can now color code your data in both list and spreadsheet view based on any criteria. The ability to automatically have certain data highlighted allows you to quickly and easily spot trends, outliers, or bring information to your attention. Read more

Hello Zoho Creator! Meet Zoho Support!

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You can do so much more with Zoho Creator by connecting it to other apps or services you use and simplify the tedious tasks and 
workflowOur integration with Zoho Support is another step towards our vision: make managing your business simpler.

Integration with Zoho Support, your help desk software, makes the exchange of information between the two apps seamless. It is now possible to create, update or fetch information from Zoho Support. To suit your business process, you can build custom modules for the Zoho Support application. You could even bring information into your Zoho Creator custom app to build reports and collaborate with other users.

Connect Zoho Creator to Zoho Support

For instance, in your Zoho Creator Order Management app.  Your customers can report complaints and a ticket will instantly get created in Zoho Support. The agent can even access the order details empowering him with the relevant information.

Consider another scenario, a company uses Zoho Creator apps to manage the business processes better. For every new customer buying your equipment, a new Annual Maintenance Contract is created. With the integration with Zoho Support, you can automatically schedule the maintenance task based on the contract and assign it to a support agent.

These are just two scenarios. You could add an umpteen number of custom functions for your business needs.

We want you to focus on your business rather than managing the data. We have previously opened up powerful possibilities to extend and enhance your Zoho Creator app with Zoho products like Zoho CRM, Zoho Invoice, Zoho Calendar, Zoho Reports, Zoho Recruit. You can link your Zoho Creator apps to external cloud applications and SMS services like Twilio and Clickatell.

All these additions make it easier to connect Zoho Creator apps to different services and allow seamless flow of information.

Stay tuned, more useful integrations are coming. Meanwhile, please let us know how you use Zoho Creator integrations.