| Date Created: | 2019-09-18 13:34:34 |
| Search Type: | Boolean Search |
| Search Options: | |
| Search Expression: | customer |
| Search Locations: |
Access SQL Server Local or Network Folders DB2 Linux/Unix/Windows PostgreSQL MySQL Microsoft Reporting Services BusinessObjects BI platform 4.2 Tableau Server |
| Search Category: | Databases |
| Location | DB2 Linux/Unix/Windows |
| Type | Table Definition |
| Host | database3 |
| Filepath or Database | sample |
| Document | ADMINISTRATOR.CUSTOMER |
| Matches | 2 |
Table Definition | |
CREATE TABLE [ADMINISTRATOR].[CUSTOMER] ( [CID] BIGINT NOT NULL ,[INFO] XML NULL ,[HISTORY] XML NULL PRIMARY KEY [PK_CUSTOMER] ( CID) INDEX [CUST_CID_XMLIDX] UNIQUE ( INFO) INDEX [CUST_NAME_XMLIDX] ( INFO) INDEX [CUST_PHONES_XMLIDX] ( INFO) INDEX [CUST_PHONET_XMLIDX] ( INFO) ) |
| Location | DB2 Linux/Unix/Windows |
| Type | Table Definition |
| Host | database3 |
| Filepath or Database | sample |
| Document | ADMINISTRATOR.PURCHASEORDER |
| Matches | 1 |
Table Definition | |
CREATE TABLE [ADMINISTRATOR].[PURCHASEORDER]
(
[POID] BIGINT NOT NULL
,[STATUS] VARCHAR(10) NOT NULL
,[CUSTID] BIGINT NULL
,[ORDERDATE] DATE NULL
,[PORDER] XML NULL
,[COMMENTS] VARCHAR(1000) NULL
PRIMARY KEY [PK_PURCHASEORDER] ( POID)
FOREIGN KEY [FK_PO_CUST] ( CUSTID ) REFERENCES [CUSTOMER].[CID]
INDEX [PO_PRODS_XMLIDX] ( PORDER)
INDEX [PO_CID_XMLIDX] ( PORDER)
INDEX [PO_ZIP_XMLIDX] ( PORDER)
)
|
| Location | MySQL |
| Type | Table Definition |
| Host | database1 |
| Filepath or Database | sakila |
| Document | payment |
| Matches | 7 |
Table Definition | |
CREATE TABLE [payment] ( [payment_id] smallint unsigned AUTOINCREMENT NOT NULL ,[customer_id] smallint unsigned NOT NULL ,[staff_id] tinyint unsigned NOT NULL ,[rental_id] int NULL ,[amount] decimal(5,2) NOT NULL ,[payment_date] datetime NOT NULL ,[last_update] timestamp NOT NULL PRIMARY KEY [PRIMARY] (payment_id) FOREIGN KEY [fk_payment_customer] (customer_id) REFERENCES [customer].[customer_id] FOREIGN KEY [fk_payment_rental] (rental_id) REFERENCES [rental].[rental_id] FOREIGN KEY [fk_payment_staff] (staff_id) REFERENCES [staff].[staff_id] INDEX [idx_fk_staff_id] (staff_id) INDEX [idx_fk_customer_id] (customer_id) INDEX [fk_payment_rental] (rental_id) ) |
| Location | MySQL |
| Type | Stored Procedure |
| Host | database1 |
| Filepath or Database | sakila |
| Document | rewards_report |
| Matches | 14 |
Stored Procedure | |
CREATE DEFINER=`root`@`localhost` PROCEDURE `rewards_report`(
IN min_monthly_purchases TINYINT UNSIGNED
, IN min_dollar_amount_purchased DECIMAL(10,2) UNSIGNED
, OUT count_rewardees INT
)
READS SQL DATA
COMMENT 'Provides a customizable report on best customers'
proc: BEGIN
DECLARE last_month_start DATE;
DECLARE last_month_end DATE;
/* Some sanity checks... */
IF min_monthly_purchases = 0 THEN
SELECT 'Minimum monthly purchases parameter must be > 0';
LEAVE proc;
END IF;
IF min_dollar_amount_purchased = 0.00 THEN
SELECT 'Minimum monthly dollar amount purchased parameter must be > $0.00';
LEAVE proc;
END IF;
/* Determine start and end time periods */
SET last_month_start = DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH);
SET last_month_start = STR_TO_DATE(CONCAT(YEAR(last_month_start),'-',MONTH(last_month_start),'-01'),'%Y-%m-%d');
SET last_month_end = LAST_DAY(last_month_start);
/*
Create a temporary storage area for
Customer IDs.
*/
CREATE TEMPORARY TABLE tmpCustomer (customer_id SMALLINT UNSIGNED NOT NULL PRIMARY KEY);
/*
Find all customers meeting the
monthly purchase requirements
*/
INSERT INTO tmpCustomer (customer_id)
SELECT p.customer_id
FROM payment AS p
WHERE DATE(p.payment_date) BETWEEN last_month_start AND last_month_end
GROUP BY customer_id
HAVING SUM(p.amount) > min_dollar_amount_purchased
AND COUNT(customer_id) > min_monthly_purchases;
/* Populate OUT parameter with count of found customers */
SELECT COUNT(*) FROM tmpCustomer INTO count_rewardees;
/*
Output ALL customer information of matching rewardees.
Customize output as needed.
*/
SELECT c.*
FROM tmpCustomer AS t
INNER JOIN customer AS c ON t.customer_id = c.customer_id;
/* Clean up */
DROP TABLE tmpCustomer;
END
|
| Location | MySQL |
| Type | User Defined Function |
| Host | database1 |
| Filepath or Database | sakila |
| Document | inventory_held_by_customer |
| Matches | 5 |
User Defined Function | |
CREATE DEFINER=`root`@`localhost` FUNCTION `inventory_held_by_customer`(p_inventory_id INT) RETURNS int(11) READS SQL DATA BEGIN DECLARE v_customer_id INT; DECLARE EXIT HANDLER FOR NOT FOUND RETURN NULL; SELECT customer_id INTO v_customer_id FROM rental WHERE return_date IS NULL AND inventory_id = p_inventory_id; RETURN v_customer_id; END |
| Location | MySQL |
| Type | Table Definition |
| Host | database1 |
| Filepath or Database | sakila |
| Document | rental |
| Matches | 8 |
Table Definition | |
CREATE TABLE [rental] ( [rental_id] int AUTOINCREMENT NOT NULL ,[rental_date] datetime NOT NULL ,[inventory_id] mediumint unsigned NOT NULL ,[customer_id] smallint unsigned NOT NULL ,[return_date] datetime NULL ,[staff_id] tinyint unsigned NOT NULL ,[last_update] timestamp NOT NULL PRIMARY KEY [PRIMARY] (rental_id) FOREIGN KEY [fk_rental_customer] (customer_id) REFERENCES [customer].[customer_id] FOREIGN KEY [fk_rental_inventory] (inventory_id) REFERENCES [inventory].[inventory_id] FOREIGN KEY [fk_rental_staff] (staff_id) REFERENCES [staff].[staff_id] INDEX [rental_date] UNIQUE (rental_date,inventory_id,customer_id) INDEX [idx_fk_inventory_id] (inventory_id) INDEX [idx_fk_customer_id] (customer_id) INDEX [idx_fk_staff_id] (staff_id) ) |
| Location | MySQL |
| Type | Trigger |
| Host | database1 |
| Filepath or Database | sakila |
| Document | customer_create_date |
| Matches | 2 |
Trigger | |
CREATE TRIGGER customer_create_date BEFORE INSERT ON customer FOR EACH ROW SET NEW.create_date = NOW() |
| Location | MySQL |
| Type | View |
| Host | database1 |
| Filepath or Database | sakila |
| Document | customer_list |
| Matches | 3 |
View | |
CREATE ALGORITHM=UNDEFINED DEFINER=`root`@`localhost` SQL SECURITY DEFINER VIEW `customer_list` AS select `cu`.`customer_id` AS `ID`,concat(`cu`.`first_name`,_utf8' ',`cu`.`last_name`) AS `name`,`a`.`address` AS `address`,`a`.`postal_code` AS `zip code`,`a`.`phone` AS `phone`,`city`.`city` AS `city`,`country`.`country` AS `country`,if(`cu`.`active`,_utf8'active',_utf8'') AS `notes`,`cu`.`store_id` AS `SID` from (((`customer` `cu` join `address` `a` on((`cu`.`address_id` = `a`.`address_id`))) join `city` on((`a`.`city_id` = `city`.`city_id`))) join `country` on((`city`.`country_id` = `country`.`country_id`))) |
| Location | MySQL |
| Type | Table Definition |
| Host | database1 |
| Filepath or Database | sakila |
| Document | customer |
| Matches | 5 |
Table Definition | |
CREATE TABLE [customer] ( [customer_id] smallint unsigned AUTOINCREMENT NOT NULL ,[store_id] tinyint unsigned NOT NULL ,[first_name] varchar(45) NOT NULL ,[last_name] varchar(45) NOT NULL ,[email] varchar(50) NULL ,[address_id] smallint unsigned NOT NULL ,[active] tinyint NOT NULL ,[create_date] datetime NOT NULL ,[last_update] timestamp NOT NULL PRIMARY KEY [PRIMARY] (customer_id) FOREIGN KEY [fk_customer_address] (address_id) REFERENCES [address].[address_id] FOREIGN KEY [fk_customer_store] (store_id) REFERENCES [store].[store_id] INDEX [idx_fk_store_id] (store_id) INDEX [idx_fk_address_id] (address_id) INDEX [idx_last_name] (last_name) ) |
| Location | MySQL |
| Type | User Defined Function |
| Host | database1 |
| Filepath or Database | sakila |
| Document | get_customer_balance |
| Matches | 9 |
User Defined Function | |
CREATE DEFINER=`root`@`localhost` FUNCTION `get_customer_balance`(p_customer_id INT, p_effective_date DATETIME) RETURNS decimal(5,2) READS SQL DATA DETERMINISTIC BEGIN #OK, WE NEED TO CALCULATE THE CURRENT BALANCE GIVEN A CUSTOMER_ID AND A DATE #THAT WE WANT THE BALANCE TO BE EFFECTIVE FOR. THE BALANCE IS: # 1) RENTAL FEES FOR ALL PREVIOUS RENTALS # 2) ONE DOLLAR FOR EVERY DAY THE PREVIOUS RENTALS ARE OVERDUE # 3) IF A FILM IS MORE THAN RENTAL_DURATION * 2 OVERDUE, CHARGE THE REPLACEMENT_COST # 4) SUBTRACT ALL PAYMENTS MADE BEFORE THE DATE SPECIFIED DECLARE v_rentfees DECIMAL(5,2); #FEES PAID TO RENT THE VIDEOS INITIALLY DECLARE v_overfees INTEGER; #LATE FEES FOR PRIOR RENTALS DECLARE v_payments DECIMAL(5,2); #SUM OF PAYMENTS MADE PREVIOUSLY SELECT IFNULL(SUM(film.rental_rate),0) INTO v_rentfees FROM film, inventory, rental WHERE film.film_id = inventory.film_id AND inventory.inventory_id = rental.inventory_id AND rental.rental_date <= p_effective_date AND rental.customer_id = p_customer_id; SELECT IFNULL(SUM(IF((TO_DAYS(rental.return_date) - TO_DAYS(rental.rental_date)) > film.rental_duration, ((TO_DAYS(rental.return_date) - TO_DAYS(rental.rental_date)) - film.rental_duration),0)),0) INTO v_overfees FROM rental, inventory, film WHERE film.film_id = inventory.film_id AND inventory.inventory_id = rental.inventory_id AND rental.rental_date <= p_effective_date AND rental.customer_id = p_customer_id; SELECT IFNULL(SUM(payment.amount),0) INTO v_payments FROM payment WHERE payment.payment_date <= p_effective_date AND payment.customer_id = p_customer_id; RETURN v_rentfees + v_overfees - v_payments; END |
| Location | PostgreSQL |
| Type | Table Definition |
| Host | winsrv02 |
| Filepath or Database | ttpro |
| Document | public.users |
| Matches | 1 |
Table Definition | |
CREATE TABLE [users]
(
[idrecord] numeric NOT NULL
,[projectid] numeric NOT NULL
,[active] numeric NULL
,[firstname] character varying(128) NULL
,[idusrgroup] numeric NULL
,[lastname] character varying(128) NULL
,[loginname] character varying(1424) NULL
,[datelogout] timestamp without time zone NULL
,[notes] text NULL
,[phonetype1] numeric NULL
,[phonenum1] character varying(128) NULL
,[phonetype2] numeric NULL
,[phonenum2] character varying(128) NULL
,[betasite] numeric NULL
,[company] character varying(252) NULL
,[address] character varying(1020) NULL
,[idtestconf] numeric NULL
,[emailtype] numeric NULL
,[iscustomer] numeric NULL
,[isglobal] numeric NULL
,[emailaddr] character varying(252) NULL
,[allowsso] numeric NULL
,[initials] character varying(32) NULL
,[division] character varying(252) NULL
,[department] character varying(252) NULL
,[addlinfo] text NULL
)
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spGetACCPACCustomerDetails |
| Matches | 5 |
Stored Procedure | |
-- Author: username Gnazdowsky -- Created: January 26, 2004 -- Comments: -- This Stored Procedure returns a list of ACCPAC Customer ( Accts Rec ) details for a given billing period. -- Params: -- I @PeriodStartDate - billing period start date -- O @ReturnCode -- Recordset: -- Customer_Number -- Customer_Name -- TotalCurrentPremium -- RRSP -- LoadCharge -- TotalAdjustments -- Tax -- ProvState_Code -- BalanceForward -- FirmDeposit -- TotalDue -- EFTAmount -- Updated: October 19, 2004 -- Updated By: username Gnazdowsky -- Comments: -- Revised adjustment type filter to include all user type adjustments ( Issue 2458 ) -- Updated: Aug 12, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Revised adjustment type filter to include back-dated adjustements ( Issue # 3237 ) -- Updated: Aug 15, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Revised to include back-dated RRSP and Load charge adjustments ( Issue # 3239 ) -- Updated: Feb 6, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Revised to use new AcctXref bit flags for filtering / including data ( Issue # 3478 ) -- Added new column for NSF charges & adjustments ( Issue # 3479 ) -- Confirmed Load charges & adjustments are NOT included / duplicated in Premium column ( Issue # 3478 ) -- Excluded ASO deposits from adjustments. This will be included on a new reconcillation report ( Issue # 3479 ) -- Updated: Mar 7, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Added Trust Account as filter for report and added TrustAccount Description to resultset for report heading ( Issue # 3535 ) -- Updated: May 24, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Added RRSP and Load charge monthly amounts to "Total Due" ( Issue # 3479 ) -- Updated: June 22, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Separated ASO Deposits ( includes ASO reconcilliation adjustments ) from Premium & Prem Adj data ( ( Issue # 3480 ) -- Added ASO taxes to existing tax amount -- Added new ASO Admin fees to resultset -- Updated: Aug 11, 2008 -- Updated By: username Gnazdowsky -- Comments: -- Pulling all summarized ASO data from revised/summarized cumulative ASO Stats table ( takes batch timing into consideration ) -- Corrected to Add missing Budget and Regular ASO Taxes -- Corrected to Add missing Regular ASO Claims + Fees/Commissions to "ASO Fees" column ( renamed "Regular ASO" ) -- Added missing Regular ASO PAP to EFT column -- Updated: Feb 2, 2010 -- Updated By: username Gnazdowsky -- Comments: -- Sum all Invoice Details or Invoice Adjustments where _TaxProvCode is not null -- Updated: Oct 31, 2012 -- Updated By: username Gnazdowsky -- Comments: ( Issue # 8547 ) -- Filter out taxes from Premium with changes in Nov 2012 release ( now calculated by Benefit Type ) -- Updated: Dec 17, 2014 -- Updated By: Ian Smith -- Comments: ( Issue # 10213 ) -- Adding the EAP budgt amount to Premiums amounts and taking out the the budget column -- Updated: Feb 4, 2015 -- Updated By: username Gnazdowsky -- Comments: ( Issue # 10262 ) -- Re-allocated all EHC Budgetted ASO benefit deposit portions that are actually premium ( EAP, StopLoss, Travel, WorldCare ) -- effective Jan 2015 on Cooke or Dec 2014 on TestSys going forward -- Updated : Oct 12, 2017 -- Updated By : Mike Cooper -- Comments : TT 12047 - Revised the server check logic (was not working on test systems and applying the old logic) -- Updated: Nov 30, 2017 -- Updated By: username Gnazdowsky -- Comments: ( Issue # 12131 ) -- Exclude Regular ASO PAP to EFT column - expecting only EFT for month end invoices in this report CREATE PROCEDURE [dbo].[spGetACCPACCustomerDetails] @PeriodStartDate datetime , @TrustAcct int , @ReturnCode int OUTPUT AS -- 1. Declare local variables and constants DECLARE @ErrCode int , @RowCount int , @Success int , @FailedExecution int , @NotFound int , @True bit , @False bit , @BusinessAddress int , @EHCBenefit int , @BlueCrossID int -- ReturnCode constants SET @Success = 0 SET @NotFound = 1 SET @FailedExecution = 2 -- Set local constants SET @True = 1 SET @False = 0 SET @BusinessAddress = ( SELECT AddrTypeID FROM AddressType WHERE AddrType_Code = 'BUSINESS' ) SET @EHCBenefit = (SELECT BenefitTypeID FROM BenefitType WHERE BenefitType_Code = 'EHC') SET @BlueCrossID = (SELECT CarrierID FROM Carrier WHERE Carrier_Code = 'MBC') -- 2. Edit parameters passed -- not applicable -- 3. Execute stored procedure logic IF @PeriodStartDate >= '2014-12-01' BEGIN SELECT 'F' + Firm.Firm_Number AS Customer_Number , Firm_Name AS Customer_Name ,ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL), 0.000) + ISNULL( (SELECT SUM( ISNULL( InvDetail_EAPAmount, 0 ) + ISNULL( InvDetail_StopLossAmount, 0 ) + ISNULL( InvDetail_OutOfCountryAmount, 0 ) + ISNULL( InvDetail_WorldCareAmount, 0 ) ) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL), 0.000) as TotalCurrentPremium ,ISNULL( (SELECT FirmASOStats_TotalClaimsPlusFees FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID AND FirmASOStats_TypeCode = 'REGULAR') ,0.00 ) AS ASOFee ,ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail INNER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) - ISNULL( (SELECT SUM( ISNULL( InvDetail_EAPAmount, 0 ) + ISNULL( InvDetail_StopLossAmount, 0 ) + ISNULL( InvDetail_OutOfCountryAmount, 0 ) + ISNULL( InvDetail_WorldCareAmount, 0 ) ) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL), 0.000) - ISNULL( (SELECT SUM( ISNULL( InvAdj_EAPAmount, 0 ) + ISNULL( InvAdj_StopLossAmount, 0 ) + ISNULL( InvAdj_OutOfCountryAmount, 0 ) + ISNULL( InvAdj_WorldCareAmount, 0 ) ) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) as ASODeposit ,ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'RRSP' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.00) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment' ) ), 0.000) as RRSP ,ISNULL( (SELECT InvDetail_BilledAmount FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'FIRM_LOAD_CHARGE' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment' ) ), 0.000) as LoadCharge ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM( ISNULL( InvAdj_EAPAmount, 0 ) + ISNULL( InvAdj_StopLossAmount, 0 ) + ISNULL( InvAdj_OutOfCountryAmount, 0 ) + ISNULL( InvAdj_WorldCareAmount, 0 ) ) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) as TotalAdjustments ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND InvAdj_TaxProvCode IS NOT NULL ), 0.00) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail WHERE InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_TaxProvCode IS NOT NULL ), 0.000) + ISNULL( (SELECT FirmASOStats_TotalTaxes FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID ), 0.000) as Tax , ProvState_Code ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code IN ( 'NSF_CHARGE', 'NSF_REVERSAL' ) ), 0.00) as NSFCharge ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_CURRENT_BALANCE'), 0.00) as BalanceForward ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_DEPOSIT' ), 0.00) as FirmDeposit ,ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL), 0.000) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail INNER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL ), 0.000) + ISNULL( (SELECT FirmASOStats_TotalClaimsPlusFees FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID AND FirmASOStats_TypeCode = 'REGULAR' ) , 0.00 ) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'RRSP' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.00) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment' ) ), 0.000) + ISNULL( (SELECT InvDetail_BilledAmount FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'FIRM_LOAD_CHARGE' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND InvAdj_TaxProvCode IS NOT NULL ), 0.00) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail WHERE InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_TaxProvCode IS NOT NULL ), 0.000) + ISNULL( (SELECT FirmASOStats_TotalTaxes FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code IN ( 'NSF_CHARGE', 'NSF_REVERSAL' ) ), 0.00) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_CURRENT_BALANCE'), 0.00) - ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_DEPOSIT' ), 0.00) AS TotalDue , ISNULL( (SELECT InvEFTReceipt_Amount FROM InvoiceEFTReceipt WHERE InvEFTREceipt_InvoiceID_FK = Invoice.InvoiceID ), 0.00 ) -- + ISNULL( (SELECT FirmASOStats_TotalPAP FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID AND FirmASOStats_TypeCode = 'REGULAR' ), 0.000) AS EFTAmount , TrustAcct_Desc FROM Invoice INNER JOIN AccountingBatch ON AcctBatchID = Invoice.Invoice_AcctBatchID_FK INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = AccountingBatch.AcctBatch_SubType_AcctXrefID_FK INNER JOIN Firm ON Firm.FirmID = Invoice.Invoice_FirmID_FK LEFT OUTER JOIN ClaimSecureGroup ON Firm_CSGrpID_FK = CSGrpID LEFT OUTER JOIN TrustAccount ON CSGrp_TrustAcctID_FK = TrustAcctID INNER JOIN FirmAddress ON FirmAddr_FirmID_FK = FirmID AND FirmAddr_ExpiryDate IS NULL AND FirmAddr_AddrTypeID_FK = @BusinessAddress INNER JOIN Address ON FirmAddr_AddrID_FK = AddrID INNER JOIN ProvinceState ON Addr_ProvStateID_FK = ProvStateID WHERE AccountingXref.AcctXref_Code = 'INVOICE_BATCH' AND @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatchID > 0 AND @TrustAcct = TrustAcctID ORDER BY Firm_Number END ELSE -- Use old method to derive snapshot details BEGIN SELECT 'F' + Firm.Firm_Number AS Customer_Number , Firm_Name AS Customer_Name ,ISNULL( (SELECT SUM( InvDetail_BilledAmount - ISNULL( InvDetail_EAPAmount, 0 ) ) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID LEFT OUTER JOIN Carrier ON BenefitOption_OutOfCountry_CarrierID_Fk = CarrierID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL AND ISNULL( BenefitOption_EAP_DirectSettlement, 0 ) = 1 AND BenefitOption_EAP_CarrierID_FK <> InvDetail_Settlement_CarrierID_FK AND BenefitOption_EAP_CarrierID_FK = @BlueCrossID ) , 0.000) +ISNULL((SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID LEFT OUTER JOIN Carrier ON BenefitOption_OutOfCountry_CarrierID_Fk = CarrierID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL ) , 0.000) +ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_EAPAmount) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND ISNULL( BenefitOption_EAP_DirectSettlement, 0 ) = 1 AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND BenefitOption_EAP_CarrierID_FK = @BlueCrossID AND InvDetail_TaxProvCode IS NULL), 0.000) as TotalCurrentPremium ,ISNULL( (SELECT FirmASOStats_TotalClaimsPlusFees FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID AND FirmASOStats_TypeCode = 'REGULAR') ,0.00 ) AS ASOFee ,ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail INNER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) -ISNULL( ( SELECT SUM(InvoiceDetail.InvDetail_EAPAmount) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND ISNULL( BenefitOption_EAP_DirectSettlement, 0 ) = 1 AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND BenefitOption_EAP_CarrierID_FK = @BlueCrossID AND InvDetail_TaxProvCode IS NULL), 0.000) as ASODeposit ,ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'RRSP' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.00) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment' ) ), 0.000) as RRSP ,ISNULL( (SELECT InvDetail_BilledAmount FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'FIRM_LOAD_CHARGE' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment' ) ), 0.000) as LoadCharge ,ISNULL((SELECT SUM( InvAdj_BilledAmount - ISNULL( InvAdj_EAPAmount, 0 ) ) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK LEFT OUTER JOIN Carrier ON BenefitOption_OutOfCountry_CarrierID_Fk = CarrierID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) AND ISNULL( BenefitOption_EAP_DirectSettlement, 0 ) = 1 AND BenefitOption_EAP_CarrierID_FK <> InvAdj_Settlement_CarrierID_FK AND BenefitOption_EAP_CarrierID_FK = @BlueCrossID ) , 0.000) +ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' )), 0.000) +ISNULL( ( SELECT SUM(InvoiceAdjustment.InvAdj_EAPAmount) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) AND BenefitOption_EAP_CarrierID_FK = @BlueCrossID AND InvAdj_TaxProvCode IS NULL), 0.000) as TotalAdjustments ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) as TotalAdjustments ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND InvAdj_TaxProvCode IS NOT NULL ), 0.00) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail WHERE InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_TaxProvCode IS NOT NULL ), 0.000) + ISNULL( (SELECT FirmASOStats_TotalTaxes FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID ), 0.000) as Tax , ProvState_Code ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code IN ( 'NSF_CHARGE', 'NSF_REVERSAL' ) ), 0.00) as NSFCharge ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_CURRENT_BALANCE'), 0.00) as BalanceForward ,ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_DEPOSIT' ), 0.00) as FirmDeposit ,ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL), 0.000) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail INNER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_BenefitTypeID_FK IS NOT NULL AND InvDetail_TaxProvCode IS NULL ), 0.000) + ISNULL( (SELECT FirmASOStats_TotalClaimsPlusFees FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID AND FirmASOStats_TypeCode = 'REGULAR' ) , 0.00 ) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'RRSP' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.00) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment' ) ), 0.000) + ISNULL( (SELECT InvDetail_BilledAmount FROM InvoiceDetail, GenericCodeset WHERE GenericCodeset.GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenericCodeset.GenCode_Value = 'FIRM_LOAD_CHARGE' AND InvoiceDetail.InvDetail_NonBenefitTypeID_FK = GenericCodeset.GenCodeID AND InvoiceDetail.InvDetail_InvoiceID_FK = Invoice.InvoiceID ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AcctXref_Code IN ( 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_PremiumAdjType = @True AND AcctXref_Code NOT IN ( 'BACK_DATED_RRSP_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'Load_Adjustment', 'TAX_ADJUSTMENT', 'TAX_ADJUSTMENT_REVERSAL', 'BACK_DATED_PST_FORWARD', 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Security_Deposit', 'ASO_Budget_Reconcile' ) ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND InvAdj_TaxProvCode IS NOT NULL ), 0.00) + ISNULL( (SELECT SUM(InvoiceDetail.InvDetail_BilledAmount) FROM InvoiceDetail WHERE InvDetail_InvoiceID_FK = Invoice.InvoiceID AND InvDetail_TaxProvCode IS NOT NULL ), 0.000) + ISNULL( (SELECT FirmASOStats_TotalTaxes FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID ), 0.000) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code IN ( 'NSF_CHARGE', 'NSF_REVERSAL' ) ), 0.00) + ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_CURRENT_BALANCE'), 0.00) - ISNULL( (SELECT SUM(InvoiceAdjustment.InvAdj_BilledAmount) FROM InvoiceAdjustment INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = InvoiceAdjustment.InvAdj_Type_AcctXRefID_FK WHERE InvoiceAdjustment.InvAdj_InvoiceID_FK = Invoice.InvoiceID AND AccountingXRef.AcctXRef_Code = 'FIRM_DEPOSIT' ), 0.00) AS TotalDue , ISNULL( (SELECT InvEFTReceipt_Amount FROM InvoiceEFTReceipt WHERE InvEFTREceipt_InvoiceID_FK = Invoice.InvoiceID ), 0.00 ) -- + ISNULL( (SELECT FirmASOStats_TotalPAP FROM FirmASOStatistics WHERE FirmASOStats_FirmID_FK = Firm.FirmID AND FirmASOStats_AcctBatchID_FK = AccountingBatch.AcctBatchID AND FirmASOStats_TypeCode = 'REGULAR' ), 0.000) AS EFTAmount , TrustAcct_Desc FROM Invoice INNER JOIN AccountingBatch ON AcctBatchID = Invoice.Invoice_AcctBatchID_FK INNER JOIN AccountingXRef ON AccountingXRef.AcctXRefID = AccountingBatch.AcctBatch_SubType_AcctXrefID_FK INNER JOIN Firm ON Firm.FirmID = Invoice.Invoice_FirmID_FK INNER JOIN ClaimSecureGroup ON Firm_CSGrpID_FK = CSGrpID INNER JOIN TrustAccount ON CSGrp_TrustAcctID_FK = TrustAcctID INNER JOIN FirmAddress ON FirmAddr_FirmID_FK = FirmID AND FirmAddr_ExpiryDate IS NULL AND FirmAddr_AddrTypeID_FK = @BusinessAddress INNER JOIN Address ON FirmAddr_AddrID_FK = AddrID INNER JOIN ProvinceState ON Addr_ProvStateID_FK = ProvStateID WHERE AccountingXref.AcctXref_Code = 'INVOICE_BATCH' AND @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatchID > 0 AND @TrustAcct = TrustAcctID ORDER BY Firm_Number END SELECT @ErrCode = @@ERROR, @RowCount = @@ROWCOUNT -- 4. Set return code IF @ErrCode = @Success AND @RowCount >= 1 SET @ReturnCode = @Success ELSE IF @ErrCode = @Success AND @RowCount = 0 SET @ReturnCode = @NotFound ELSE SET @ReturnCode = @FailedExecution |
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateCostPlusVendorChequeHeader |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Bits n Bytes http://www.bitsnbytes.com
-- Created: June 24, 2003
-- Name:
-- spCreateCostPlusVendorChequeHeader
-- Comments:
-- This stored procedure creates the Cost Plus cheque headers
-- Called By:
-- N/A
-- Params:
-- @PeriodStartDate - Batch Period Start Date
-- @ReturnCode - Standard stored procedure Return Code
-- Recordset:
CREATE PROCEDURE [dbo].[spCreateCostPlusVendorChequeHeader]
@PeriodStartDate datetime
, @ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True bit
, @False bit
, @MinOverpaymentAmount decimal(18,4)
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
SET @True = 1
SET @False = 0
SET @MinOverpaymentAmount = ( SELECT CONVERT( decimal(18,4), GenCode_Value ) FROM GenericCodeset WHERE GenCode_Key = 'MIN_OVERPAYMENT_REFUND' )
BEGIN TRAN
-- Add Certificate refund cheques
INSERT INTO AGM_data.dbo.APTCP
SELECT
( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_BATCHTYPE' ) AS BATCHTYPE
, ( SELECT AcctBatch_Number FROM AccountingBatch WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_REFUND_CHEQUE_BATCH' ) ) AS CNTBTCH
, CONVERT( int, SUBSTRING( CostPlus_ClaimRefNumber, 3, 48 ) ) AS CNTRMIT
, 20 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'VENDOR_CERTIFICATE_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ) + LTRIM( RTRIM( Certificate_Number ) ), 1, 12 ) AS IDVEND
, CONVERT( varchar(22), CostPlus_ClaimRefNumber ) AS IDINVC
, 1 AS CNTPAYM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_TRXTYPE' ) AS TRXTYPE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_PYMTRESL' ) AS PYMTRESL
, CAST( CostPlus_EligibleAmount AS decimal(10,3) ) AS AMTPAYM
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTERNDISC
, 1 AS CNTLASTSEQ
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJTOT
, 0 AS CNTADJ
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTADJ
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_GLREF' ) AS GLREF
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPPD
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDDOCMTCH
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_CDAPPLYTO' ) AS CDAPPLYTO
, REPLACE( ( CONVERT( CHAR(10), CostPlus_BankDepositDate, 120 ) ), '-', '' ) AS DATEACTVPP
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTDBTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTCRTC
FROM AccountingBatch
, CostPlusClaim
, Firm
, Certificate
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_BATCH' )
AND CostPlus_AcctBatchID_FK = AcctBatchID
AND CostPlus_FirmID_FK = FirmID
AND CostPlus_CertificateID_FK = CertificateID
AND CostPlus_EligibleAmount > 0
-- Add Firm refund cheques ( if applicable )
UNION
SELECT
( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_BATCHTYPE' ) AS BATCHTYPE
, ( SELECT AcctBatch_Number FROM AccountingBatch WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_REFUND_CHEQUE_BATCH' ) ) AS CNTBTCH
, CONVERT( int, SUBSTRING( CostPlus_ClaimRefNumber, 3, 48 ) ) + 900000 AS CNTRMIT
, 20 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS IDVEND
, CONVERT( varchar(22), 'OVERPAY-' + CostPlus_ClaimRefNumber ) AS IDINVC
, 1 AS CNTPAYM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_TRXTYPE' ) AS TRXTYPE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_PYMTRESL' ) AS PYMTRESL
, CAST( CostPlus_OverpaymentAmount AS decimal(10,3) ) AS AMTPAYM
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTERNDISC
, 1 AS CNTLASTSEQ
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJTOT
, 0 AS CNTADJ
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTADJ
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_GLREF' ) AS GLREF
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPPD
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDDOCMTCH
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCP_CHQ_CDAPPLYTO' ) AS CDAPPLYTO
, REPLACE( ( CONVERT( CHAR(10), CostPlus_BankDepositDate, 120 ) ), '-', '' ) AS DATEACTVPP
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTDBTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTCRTC
FROM AccountingBatch
, CostPlusClaim
, Firm
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_BATCH' )
AND CostPlus_AcctBatchID_FK = AcctBatchID
AND CostPlus_FirmID_FK = FirmID
AND CostPlus_OverpaymentAmount > @MinOverpaymentAmount
-- Save the @@ERROR value in a local variables before it is cleared.
SELECT @ErrCode = @@ERROR
-- 4. Set return code
ErrorHandler:
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateCostPlusVendorChequeDetails |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Created: June 24, 2003
-- Name:
-- spCreateCostPlusVendorChequeDetails
-- Comments:
-- This stored procedure creates the Cost Plus cheque details
-- Called By:
-- N/A
-- Params:
-- @PeriodStartDate - Batch Period Start Date
-- @ReturnCode - Standard stored procedure Return Code
-- Updated: July 14, 2009
-- Updated By: username Gnazdowsky
-- Comments: ( Issue # 3095 )
-- Changed call to PadLeft/Right to use local database instead of Master dB
CREATE PROCEDURE [dbo].[spCreateCostPlusVendorChequeDetails]
@PeriodStartDate datetime
, @ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True bit
, @False bit
, @BatchNumber int
, @ItemNumber int
, @ChequeNumber int
, @CommissionTotal decimal(10,3)
, @CommissionCount int
, @Counter int
, @MinOverpaymentAmount decimal(18,4)
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
SET @True = 1
SET @False = 0
SET @MinOverpaymentAmount = ( SELECT CONVERT( decimal(18,4), GenCode_Value ) FROM GenericCodeset WHERE GenCode_Key = 'MIN_OVERPAYMENT_REFUND' )
BEGIN TRAN
DECLARE Monthly_Payment_Batch CURSOR FOR
SELECT
AcctBatch_Number AS CNTBTCH
, CONVERT( int, SUBSTRING( CostPlus_ClaimRefNumber, 3, 48 ) ) AS CNTITEM
FROM AccountingBatch
, CostPlusClaim
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP_PAYMENT' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_REFUND_CHEQUE_BATCH' )
AND CostPlus_AcctBatchID_FK = ( SELECT AcctBatchID FROM AccountingBatch WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_BATCH' ) )
OPEN Monthly_Payment_Batch
FETCH NEXT FROM Monthly_Payment_Batch INTO @BatchNumber, @ItemNumber
SET @Counter = 1 -- cheque printing sequence number in batch
SET @ChequeNumber = ( SELECT ISNULL( MAX( CAST( IDRMIT AS int ) ), 1000 ) FROM AGM_data.dbo.APTCR ) -- starting direct deposit "cheque" number
WHILE @@FETCH_STATUS = @Success
BEGIN
INSERT INTO AGM_data.dbo.APTCR
SELECT
( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCR_CHQ_BTCHTYPE' ) AS BTCHTYPE
, @BatchNumber AS CNTBTCH
, @ItemNumber AS CNTENTR
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, dbo.PADLEFT( 12, 0, 0 ) AS IDRMIT
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'VENDOR_CERTIFICATE_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ) + LTRIM( RTRIM( Certificate_Number ) ), 1, 12 ) AS IDVEND
, REPLACE( ( CONVERT( CHAR(10), CostPlus_BankDepositDate, 120 ) ), '-', '' ) AS DATERMIT
, CONVERT( varchar(30), 'Cert# ' + Firm_Number + Certificate_Number + ' Ref# ' + CostPlus_ClaimRefNumber ) AS TEXTRMIT
, CONVERT( varchar(30), Fullname ) AS NAMERMIT
, CAST( CostPlus_EligibleAmount AS decimal(10,3) ) AS AMTRMIT
, CAST( CostPlus_EligibleAmount AS decimal(10,3) ) AS AMTRMITTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS RATEXCHTC
, @False AS SWRATETC
, 1 AS CNTPAYMENT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPPAYTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISCTC
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APTCR_CHQ_CODEPAYM' ) AS CODEPAYM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ) AS CODECURN
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCR_RATETYPEHC' ) AS RATETYPEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS RATEEXCHHC
, @False AS SWRATEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APTCR_COSTPLUS_RMITTYPE' ) AS int ) AS RMITTYPE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APTCR_DOCTYPE' ) AS int ) AS DOCTYPE
, 1 AS CNTLSTLINE
, CONVERT( CHAR(4), AcctBatch_PeriodStartDate, 120 ) AS FISCYR
, SUBSTRING( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ), 6, 2 ) AS FISCPER
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATETC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_RATETYPE' ) AS RATETYPETC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJTCUR
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS REMREAPLTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTDBHC
, CAST( CostPlus_EligibleAmount AS decimal(10,3) ) AS AMTRMITHC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DOCNBR
, @False AS PAYMSTTS
, @True AS SWPRNTRMIT -- normally @False
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDRMITTO
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TXTRMITREF
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CLASS1099
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTCRHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJHCUR
, 0 AS CNTDEPSSEQ
, @False AS SWPRINTED
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS NAMECITY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESTEE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODEPSTL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODECTRY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'LANGUAGE_CODE' ) AS CHECKLANG
, 1 AS OPERBANK
, 1 AS OPERVEND
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTDBTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTCRTC
, REPLACE( ( CONVERT( CHAR(10), CostPlus_BankDepositDate, 120 ) ), '-', '' ) AS DATEACTVPP
-- , @False SWJOB
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCR_APPLYMETH' ) AS CHECKLANG
-- , 0 AS ERRBATCH
-- , 0 AS ERRENTRY
FROM AccountingBatch
, CostPlusClaim
, Firm
, Certificate
, viewName
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP_PAYMENT' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_REFUND_CHEQUE_BATCH' )
AND CostPlus_AcctBatchID_FK = ( SELECT AcctBatchID FROM AccountingBatch WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_BATCH' ) )
AND CostPlus_FirmID_FK = FirmID
AND CostPlus_CertificateID_FK = CertificateID
AND Certificate_NameID_FK = NameID
AND AcctBatch_Number = @BatchNumber
AND SUBSTRING( CostPlus_ClaimRefNumber, 3, 48 ) = @ItemNumber
AND CostPlus_EligibleAmount > 0
-- Add Firm overpayment refunds
UNION
SELECT
( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCR_CHQ_BTCHTYPE' ) AS BTCHTYPE
, @BatchNumber AS CNTBTCH
, @ItemNumber + 900000 AS CNTENTR
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, dbo.PADLEFT( 12, 0, 0 ) AS IDRMIT
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS IDVEND
, REPLACE( ( CONVERT( CHAR(10), CostPlus_BankDepositDate, 120 ) ), '-', '' ) AS DATERMIT
, CONVERT( varchar(30), 'Firm# ' + Firm_Number + ' Ref# ' + CostPlus_ClaimRefNumber ) AS TEXTRMIT
, CONVERT( varchar(30), Firm_Name ) AS NAMERMIT
, CAST( CostPlus_OverpaymentAmount AS decimal(10,3) ) AS AMTRMIT
, CAST( CostPlus_OverpaymentAmount AS decimal(10,3) ) AS AMTRMITTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS RATEXCHTC
, @False AS SWRATETC
, 1 AS CNTPAYMENT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPPAYTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISCTC
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APTCR_CHQ_CODEPAYM' ) AS CODEPAYM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ) AS CODECURN
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCR_RATETYPEHC' ) AS RATETYPEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS RATEEXCHHC
, @False AS SWRATEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APTCR_COSTPLUS_RMITTYPE' ) AS int ) AS RMITTYPE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APTCR_DOCTYPE' ) AS int ) AS DOCTYPE
, 1 AS CNTLSTLINE
, CONVERT( CHAR(4), AcctBatch_PeriodStartDate, 120 ) AS FISCYR
, SUBSTRING( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ), 6, 2 ) AS FISCPER
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATETC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_RATETYPE' ) AS RATETYPETC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJTCUR
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS REMREAPLTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTDBHC
, CAST( CostPlus_OverpaymentAmount AS decimal(10,3) ) AS AMTRMITHC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DOCNBR
, @False AS PAYMSTTS
, @True AS SWPRNTRMIT -- normally @False
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDRMITTO
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TXTRMITREF
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CLASS1099
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTCRHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJHCUR
, 0 AS CNTDEPSSEQ
, @False AS SWPRINTED
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS NAMECITY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESTEE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODEPSTL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODECTRY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'LANGUAGE_CODE' ) AS CHECKLANG
, 1 AS OPERBANK
, 1 AS OPERVEND
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTDBTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJTOTCRTC
, REPLACE( ( CONVERT( CHAR(10), CostPlus_BankDepositDate, 120 ) ), '-', '' ) AS DATEACTVPP
-- , @False SWJOB
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APTCR_APPLYMETH' ) AS CHECKLANG
-- , 0 AS ERRBATCH
-- , 0 AS ERRENTRY
FROM AccountingBatch
, CostPlusClaim
, Firm
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP_PAYMENT' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_REFUND_CHEQUE_BATCH' )
AND CostPlus_AcctBatchID_FK = ( SELECT AcctBatchID FROM AccountingBatch WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_BATCH' ) )
AND CostPlus_FirmID_FK = FirmID
AND AcctBatch_Number = @BatchNumber
AND SUBSTRING( CostPlus_ClaimRefNumber, 3, 48 ) = @ItemNumber
AND CostPlus_OverpaymentAmount > @MinOverpaymentAmount
SET @Counter = @Counter + 1
SET @ChequeNumber = @ChequeNumber + 1
FETCH NEXT FROM Monthly_Payment_Batch INTO @BatchNumber, @ItemNumber
END
CLOSE Monthly_Payment_Batch
DEALLOCATE Monthly_Payment_Batch
-- Update CostPlus Refund Batch Totals
SELECT @CommissionTotal = SUM( AGM_data.dbo.APTCR.AMTRMIT )
, @CommissionCount = COUNT (*)
FROM AGM_data.dbo.APTCR
, AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP_PAYMENT' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_REFUND_CHEQUE_BATCH' )
AND AGM_data.dbo.APTCR.CNTBTCH = AcctBatch_Number
UPDATE AGM_data.dbo.APBTA
SET AGM_data.dbo.APBTA.FUNCAMOUNT = @CommissionTotal
, AGM_data.dbo.APBTA.AMTENTER = @CommissionTotal
, AGM_data.dbo.APBTA.CNTENTER = @CommissionCount
, AGM_data.dbo.APBTA.CNTLSTRMIT = @CommissionCount
FROM AGM_data.dbo.APBTA
, AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP_PAYMENT' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_REFUND_CHEQUE_BATCH' )
AND AGM_data.dbo.APBTA.CNTBTCH = AcctBatch_Number
-- Save the @@ERROR value in a local variables before it is cleared.
SELECT @ErrCode = @@ERROR
-- 4. Set return code
ErrorHandler:
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateCostPlusVendorInvoices |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Bits n Bytes http://www.bitsnbytes.com
-- Created: August 7, 2003
-- Comments:
-- This stored procedure creates the Cost Plus invoice headers
-- Called By:
-- N/A
-- Params:
-- @PeriodStartDate - Batch Period Start Date
-- @ReturnCode - Standard stored procedure Return Code
-- Updated: Apr 28, 2008
-- Updated By: username Gnazdowsky
-- Comments: ( Issue# 5135 )
-- Added ability to generate ACCPAC txns for voided ( reversal ) of processed Cost Plus claims
CREATE PROCEDURE [dbo].[spCreateCostPlusVendorInvoices]
@PeriodStartDate datetime
, @ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True bit
, @False bit
, @MinOverpaymentAmount decimal(18,4)
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
SET @True = 1
SET @False = 0
SET @MinOverpaymentAmount = ( SELECT CONVERT( decimal(18,4), GenCode_Value ) FROM GenericCodeset WHERE GenCode_Key = 'MIN_OVERPAYMENT_REFUND' )
BEGIN TRAN
-- Create Certificate Payable Invoices ( Cost Plus refunds )
INSERT INTO AGM_data.dbo.APIBH
SELECT
AcctBatch_Number AS CNTBTCH
, CONVERT( int, SUBSTRING( CostPlus_ClaimRefNumber, 3, 48 ) ) AS CNTITEM
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'VENDOR_CERTIFICATE_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ) + LTRIM( RTRIM( Certificate_Number ) ), 1, 12 ) AS IDVEND
, CONVERT( varchar(22), CostPlus_ClaimRefNumber ) AS IDINVC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDRMITTO
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_TEXTTRX' ), 1, 8 ) AS TEXTTRX
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_IDTRX' ), 1, 8 ) AS IDTRX
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_INVCSTTS' ), 1, 8 ) AS INVCSTTS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ORDRNBR
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PONBR
, CONVERT( varchar(30), 'Claim # ' + CostPlus_ClaimRefNumber ) AS INVCDESC
, @False AS SWPRTINVC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS INVCAPPLTO
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'IDACCTSET' ) AS IDACCTSET
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEINVC
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEASOF
, CONVERT( CHAR(4), AcctBatch_PeriodStartDate, 120 ) AS FISCYR
, SUBSTRING( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ), 6, 2 ) AS FISCPER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ), 1, 3 ) AS CODECURN
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_RATETYPE' ) AS RATETYPE
, @False AS SWMANRTE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS EXCHRATEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,7) ) AS ORIGRATEHC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_TERMCODE' ) AS TERMCODE
, @False AS SWTERMOVRD
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEDUE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEDISC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTDISC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISCAVL
, 1 AS LASTLINE
, @False AS SWTAXBL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_SWCALCTX' ) AS SWCALCTX
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ), 1, 6 ) AS CODETAXGRP
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ) AS CODETAX1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS int ) AS TAXCLASS1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL6
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS OPFLDATE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS OPFLAMT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMT1099
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISTSET
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAXDIST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVCTOT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTALLOCTX
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTPAYMSCH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTOTDIST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTGROSDST
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPPD
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTRMIT
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS NAMECITY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESTTE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODEPSTL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODECTRY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS NAMECTAC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTPHON
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTFAX
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTRECTAX
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CODEPAYPPD
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_CODEVNDGRP' ) AS CODEVNDGRP
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_TERMSDESC' ) AS TERMSDESC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDDISTSET
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ID1099CLAS
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAXTOT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTGROSTOT
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTEXPTAX
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTAXTOBE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS TAXOUTBAL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_CODEOPER' ) AS CODEOPER
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DRILLAPP
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS DRILLTYPE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS DRILLDWNLK
FROM AccountingBatch
, CostPlusClaim
, Firm
, Certificate
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_BATCH' )
AND CostPlus_AcctBatchID_FK = AcctBatchID
AND CostPlus_FirmID_FK = FirmID
AND CostPlus_CertificateID_FK = CertificateID
AND CostPlus_EligibleAmount <> 0
-- Create Firm overpayment refund cheques ( if applicable )
UNION
SELECT
AcctBatch_Number AS CNTBTCH
, CONVERT( int, SUBSTRING( CostPlus_ClaimRefNumber, 3, 48 ) ) + 900000 AS CNTITEM
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS IDVEND
, CONVERT( varchar(22), 'OVERPAY-' + CostPlus_ClaimRefNumber ) AS IDINVC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDRMITTO
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_TEXTTRX' ), 1, 8 ) AS TEXTTRX
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_IDTRX' ), 1, 8 ) AS IDTRX
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_INVCSTTS' ), 1, 8 ) AS INVCSTTS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ORDRNBR
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PONBR
, CONVERT( varchar(30), 'Claim # ' + CostPlus_ClaimRefNumber ) AS INVCDESC
, @False AS SWPRTINVC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS INVCAPPLTO
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'IDACCTSET' ) AS IDACCTSET
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEINVC
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEASOF
, CONVERT( CHAR(4), AcctBatch_PeriodStartDate, 120 ) AS FISCYR
, SUBSTRING( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ), 6, 2 ) AS FISCPER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ), 1, 3 ) AS CODECURN
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_RATETYPE' ) AS RATETYPE
, @False AS SWMANRTE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS EXCHRATEHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,7) ) AS ORIGRATEHC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_TERMCODE' ) AS TERMCODE
, @False AS SWTERMOVRD
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEDUE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEDISC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTDISC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISCAVL
, 1 AS LASTLINE
, @False AS SWTAXBL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_SWCALCTX' ) AS SWCALCTX
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ), 1, 6 ) AS CODETAXGRP
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ) AS CODETAX1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS int ) AS TAXCLASS1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL6
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS OPFLDATE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS OPFLAMT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMT1099
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISTSET
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAXDIST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVCTOT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTALLOCTX
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTPAYMSCH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTOTDIST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTGROSDST
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPPD
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTRMIT
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTE4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS NAMECITY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESTTE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODEPSTL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODECTRY
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS NAMECTAC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTPHON
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTFAX
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTRECTAX
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CODEPAYPPD
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_CODEVNDGRP' ) AS CODEVNDGRP
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_TERMSDESC' ) AS TERMSDESC
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDDISTSET
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ID1099CLAS
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAXTOT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTGROSTOT
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTEXPTAX
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTAXTOBE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS TAXOUTBAL
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APIBH_CODEOPER' ) AS CODEOPER
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTREC5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ACCTEXP5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DRILLAPP
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS DRILLTYPE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS DRILLDWNLK
FROM AccountingBatch
, CostPlusClaim
, Firm
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AP' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_BATCH' )
AND CostPlus_AcctBatchID_FK = AcctBatchID
AND CostPlus_FirmID_FK = FirmID
AND CostPlus_OverpaymentAmount > @MinOverpaymentAmount
-- Create Service Provider Payable Invoices ( if applicable )
-- Save the @@ERROR value in a local variables before it is cleared.
SELECT @ErrCode = @@ERROR
-- 4. Set return code
ErrorHandler:
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spNewACCPACMonthEndBatch |
| Matches | 2 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Draper Systems Inc. - http://www.drapersystems.com
-- Created: July 25, 2003
-- Comments:
-- This stored procedure runs the "Month End Process" to create all invoice and statement details
-- Called By:
-- Scheduled batch process.
-- Params:
-- I @PeriodStartDate - Period Start Date
-- I @PeriodEndDate - Period End Date
-- I @RestartStepIn - job start step based on last run condition codes
-- O @ReturnCode - Standard Stored procedure return code
-- O @RestartStepOut - Next step to run ( last succesfully completed step + 1 if @ReturnCode <> Success, else 1 for new month the job )
-- Updated: Jan 23, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Split and renamed stored procedure ( spNewMonthEnd ) for standards compliance.
-- This job creates details on ACCPAC server following restored of TestDB7 database locally.
-- Application layer runs:
-- Step 1 - 7: run spNewACCPACMonthEndBatch ( connected to T7ACCPAC dsn )
-- Step 8+: run stored procedure spNewMonthEndDetails ( connected to T7 dsn )
-- Updated: Jan 26, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added steps 6 & 7 to this job for creating Invoices and getting customer balance forward amounts
-- Updated: Feb 23, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added duplicate batch check to prevent job from running when applicable.
-- Updated: Mar 27, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added Trust Account parameter ( Issue # 3535 )
-- Updated: Apr 3, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Renamed stored procedure to spCreateMonthEndInvoices in step 6
-- Updated: Nov 3, 2009
-- Updated By: username Gnazdowsky
-- Comments: ( Issue 6600 )
-- Added call to spCreateFirmMonthlyACCPACTxns to return and store all accounting txns
-- processed since last month end batch by FirmID. Link to current Accounting batch for
-- Billing Invoice statements to create better layer of abstraction ( no direct call to accounting
-- tables for run-time execution of billing statement reports ).
CREATE PROCEDURE [dbo].[spNewACCPACMonthEndBatch]
@PeriodStartDate datetime
, @PeriodEndDate datetime
, @ReturnCode int OUTPUT
AS
-- Required for heterogenius cross server transactions
SET ANSI_NULLS ON
SET ANSI_WARNINGS ON
SET XACT_ABORT ON
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True int
, @BackdatedPeriodStart datetime
, @BackdatedPeriodEnd datetime
, @PrevPeriodStartDate datetime
, @RestartStepParamID int
, @SysBatchID int
, @RestartStepIn int
, @InvoiceBatch int
, @DuplicateBatch int
, @DefaultTrustAcct int
, @TrustAcctID int
SET @BackdatedPeriodStart = DATEADD( dd, 1, ( DATEADD( mm, -1, @PeriodStartDate ) ) )
SET @BackdatedPeriodEnd = DATEADD( dd, -1, @PeriodStartDate )
SET @PrevPeriodStartDate = DATEADD( mm, -1, @PeriodStartDate )
SET @InvoiceBatch = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_BATCH' )
SELECT
@RestartStepParamID = SysBatchParamID
,@SysBatchID = SysBatchID
,@RestartStepIn = SysBatchParam_InputValue
FROM
SystemBatch
INNER JOIN SystemBatchParameter ON SysBatchParam_SysBatchID_FK = SysBatchID
INNER JOIN InputParameter ON InputParamID= SysBatchParam_InputParamID_FK
WHERE
SysBatch_Code = 'MONTHEND_MONTHENDDETAILS'
AND InputParam_Name = 'RestartStep'
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
-- Set local constants
SET @True = 1
SET @DuplicateBatch = 99
SET @DefaultTrustAcct = ( SELECT TrustAcctID FROM TrustAccount WHERE TrustAcct_Default = @True )
IF( @RestartStepIn IS NULL) SET @RestartStepIn = 1
-- Check for duplicate batch based on Period start date, exit on error
IF @RestartStepIn = 1
AND EXISTS ( SELECT * FROM AccountingBatch WHERE AcctBatch_PeriodStartDate = @PeriodStartDate AND AcctBatch_SubType_AcctXrefID_FK = @InvoiceBatch )
BEGIN
SET @ReturnCode = @DuplicateBatch
RETURN
END
-- Goto restart step to begin processing
IF @RestartStepIn = 1 GOTO Step1
ELSE IF @RestartStepIn = 2 GOTO Step2
ELSE IF @RestartStepIn = 3 GOTO Step3
ELSE IF @RestartStepIn = 4 GOTO Step4
ELSE IF @RestartStepIn = 5 GOTO Step5
ELSE IF @RestartStepIn = 6 GOTO Step6
ELSE IF @RestartStepIn = 7 GOTO Step7
-- Create Accounting Batch entries for month end batches
Step1:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 1 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateAccountingBatches @PeriodStartDate, @PeriodEndDate, 'AR', 'INVOICE_BATCH', @DefaultTrustAcct, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step2:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 2 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateAccountingBatches @PeriodStartDate, @PeriodEndDate, 'AP', 'COMMISSION_BATCH', @DefaultTrustAcct, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step3:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 3 WHERE SysBatchParamID = @RestartStepParamID
-- For each active Trust account, create a separate PAP batch
DECLARE MonthEndTrustAccount CURSOR LOCAL FAST_FORWARD FOR
SELECT TrustAcctID FROM TrustAccount WHERE TrustAcct_Active = @True
OPEN MonthEndTrustAccount
FETCH NEXT FROM MonthEndTrustAccount INTO @TrustAcctID
WHILE @@FETCH_STATUS = @Success
BEGIN
EXEC spCreateAccountingBatches @PeriodStartDate, @PeriodEndDate, 'AR_RECEIPT', 'PAP_BATCH', @TrustAcctID, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
FETCH NEXT FROM MonthEndTrustAccount INTO @TrustAcctID
END
CLOSE MonthEndTrustAccount
DEALLOCATE MonthEndTrustAccount
Step4:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 4 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateAccountingBatches @PeriodStartDate, @PeriodEndDate, 'AP_PAYMENT', 'DD_BATCH', @DefaultTrustAcct, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step5:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 5 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateAccountingBatches @PeriodStartDate, @PeriodEndDate, 'AP_PAYMENT', 'COMMISSION_CHEQUE_BATCH', @DefaultTrustAcct, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Create Detail Invoices in main application database
Step6:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 6 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateMonthEndInvoices @PeriodStartDate, @PeriodEndDate, 'INVOICE_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Set customer balance forward and monthly txns processed amounts in main application database
Step7:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 7 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerAccounts @ReturnCode OUTPUT
EXEC spCreateACCPACCustomerBalanceForward @PeriodStartDate, 'INVOICE_BATCH', @ReturnCode OUTPUT
EXEC spCreateFirmMonthlyACCPACTxns @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode = @Success )
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 8 WHERE SysBatchParamID = @RestartStepParamID
ErrorHandler:
-- Return next step to be executed when job is run again as @RestartStepIn
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerInvoiceDetails |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Draper Systems Inc. - http://www.drapersystems.com
-- Created: August 27, 2003
-- Comments:
-- This stored procedure creates all active Customer ACCPAC Invoice Details for the given period
-- Called By:
-- spNewACCPACBatches
-- Params:
-- I @PeriodStartDate - Batch Period Start Date
-- O @ReturnCode - Standard stored procedure Return Code
-- Updated: June 1, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Split out RRSP and Load charges from Premium to ensure each type of collected revenue gets placed in separate target ACCPAC accounts. ( Issue # 1708 )
-- Updated: June 15, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Added ASO Security deposits to transfer into a separate target ACCPAC deposit ( payables ) liability account ( Issue # 2976 )
-- Updated: July 5, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Added batch sub-type to input parameters to allow for creation of different invoice types based on premium or ASO Claims ( Issue # 2976 )
-- Added ASO claim invoice details into a separate target ACCPAC ( receivables ) reimbursement collections account ( Issue # 2976 )
-- Updated: July 12, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Added ability to include ASO Fees, GST, PST and Premium Tax calculations ( Issue # 2976 )
-- Updated: July 27, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Microsoft SQL Server bug caused integer check NOT IN ( set of int values ) to fail. Changed logic for total premium calculation step to correct error ( Issue# 3166 )
-- Updated: Dec 22, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Corrected issue where ASO Claim Reimbursement txns were getting generated in error for regular month end batch runs ( Jan 2006 batch ).
-- Updated: Jan 31, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Split out NSF charges & credits from Premium to ensure each type of collected revenue gets placed in separate target ACCPAC accounts. ( Issue # 3478 )
-- Added split out of back-dated load and RRSP charges to month end details.
-- Updated: Feb 3, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Updated to split out ASO fees from ASO claims reimbursement G/L account.
-- Updated: Feb 17. 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Corrected issue with missing ASO claims refund charges in invoice batch total ( Issue # 3555 )
-- Updated: Apr 27, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added code to split out invoice details for separate GL accounts by Trust account ( Issue # 3535 )
-- Updated: May 31, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added code to filter budgetted ASO firms from creating PAP payments, regular ASO only ( Issue # 3480 )
-- Updated: June 21, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added code to summarize and separate Budgetted ASO Deposits & Admin Fees to separate G/L accounts in ACCPAC ( Issue # 3480 )
-- Updated: June 27, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Revised G/L code selection for ASO Budgeted Deposits ( Issue # 3480 )
-- Revised ASO admin fee charge selections to split out Budget vs Regular Admin fee G/L accounts ( Request from Ted via email )
-- Set ASO Admin fee for budget ASO to use INV reference code
-- Added back-dated approval budget ASO deposit amounts
-- Updated: July 5, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Revised code not to reset header/summary totals for ASO budget deposit details.
-- Updated: Aug 27, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added budget ASO deposit adjustments txns to "Deposit" G/L account.
-- Filter out budget ASO fees and commissions from monthly invoicing process. ( Issue # 3932 )
-- Updated: July 14, 2009
-- Updated By: username Gnazdowsky
-- Comments: ( Issue # 3095 )
-- Changed call to PadLeft/Right to use local database instead of Master dB
-- Updated: June 7, 2012
-- Updated By: username Gnazdowsky
-- Comments: ( Issue # 8197 )
-- Added MB provincial tax effective July 1, 2012 per Ed Melna
-- Updated: Sep 23, 2014
-- Updated By: username Gnazdowsky
-- Comments: ( Issue # 10078 )
-- Added ISNULL checks for header totals and set to valid number 0 when applicable
-- Updated: June 19, 2017
-- Updated By: username Gnazdowsky
-- Comments: ( Issue # 11867 )
-- Added SK provincial tax effective Aug 1, 2017 per Ru Talawant
CREATE PROCEDURE [dbo].[spCreateACCPACCustomerInvoiceDetails]
@PeriodStartDate datetime
, @BatchSubType varchar(50)
, @ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True bit
, @False bit
, @InvoiceTotal decimal(10,3)
, @InvoiceCount int
, @RRSP int
, @LoadCharge int
, @ASOClaim int
, @ASOAdminFee int
, @ASOStopLossFee int
, @ASOTax int
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
-- set local constants
SET @True = 1
SET @False = 0
SET @RRSP = ( SELECT GenCodeID FROM GenericCodeset WHERE GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenCode_Value = 'RRSP' )
SET @LoadCharge = ( SELECT GenCodeID FROM GenericCodeset WHERE GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenCode_Value = 'FIRM_LOAD_CHARGE' )
SET @ASOClaim = ( SELECT GenCodeID FROM GenericCodeset WHERE GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenCode_Value = 'ASO_CLAIM' )
SET @ASOAdminFee= ( SELECT GenCodeID FROM GenericCodeset WHERE GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenCode_Value = 'ASO_CLAIMS_FEE' )
SET @ASOStopLossFee= ( SELECT GenCodeID FROM GenericCodeset WHERE GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenCode_Value = 'ASO_STOPLOSS_FEE' )
SET @ASOTax= ( SELECT GenCodeID FROM GenericCodeset WHERE GenCode_Key = 'INVDETAIL_NON_BENEFIT_TYPE' AND GenCode_Value = 'ASO_TAX' )
BEGIN TRAN
-- Insert summary of Invoice Premiums ( exclude NSF, RRSP, Load Charges, ASO Claims, ASO Admin Fees, Budgetted ASO Deposits & Reconcilliation and ASO Taxes )
INSERT INTO AGM_data.dbo.ARIBD
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 10 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 10 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_PREMIUM' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_PREMIUM' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IS NULL ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID, AccountingXref WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'LOAD_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Budget_Reconcile' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IS NULL ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID, AccountingXref WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'LOAD_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Budget_Reconcile' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail LEFT OUTER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IS NULL ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment LEFT OUTER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID, AccountingXref WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @False AND InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'LOAD_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Budget_Reconcile' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, TrustAcct_ACCPAC_GLAcctCode AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN TrustAccount ON Invoice_TrustAcctID_FK = TrustAcctID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'INVOICE_BATCH'
AND Invoice_AcctBatchID_FK = AcctBatchID
UNION -- Insert summary of Budgetted ASO Deposits and Reconcillations
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 12 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 12 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_ASO_BUDGET' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_BUDGET_DEPOSIT' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail INNER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IS NULL ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment INNER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID, AccountingXref WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'LOAD_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Budget_Reconcile' ) ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code = 'ASO_Budget_Reconcile' ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail INNER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IS NULL ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment INNER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID, AccountingXref WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'LOAD_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Budget_Reconcile' ) ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code = 'ASO_Budget_Reconcile' ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail INNER JOIN BenefitOption ON InvDetail_BenefitOptionID_FK = BenefitOptionID WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IS NULL ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment INNER JOIN BenefitOption ON InvAdj_BenefitOptionID_FK = BenefitOptionID, AccountingXref WHERE ISNULL( BenefitOption_ASOBudgeted, @False ) = @True AND InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT', 'LOAD_Adjustment', 'BACK_DATED_LoadCharges_FORWARD', 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD', 'NSF_CHARGE', 'NSF_REVERSAL', 'ASO_Budget_Reconcile' ) ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code = 'ASO_Budget_Reconcile' ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_BUDGET_DEPOSIT' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'INVOICE_BATCH'
AND Invoice_AcctBatchID_FK = AcctBatchID
/*
UNION -- Budget ASO claims admin fees ( details mutually exclusive with Premium that is included in regular month end invoicing batches )
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 13 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 13 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_ASO_BUDGET' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_BUDGET_FEE' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_BUDGET_FEE' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND @BatchSubType = 'INVOICE_BATCH'
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ISNULL( Firm_Billing_BudgettedASO, @False ) = @True
AND EXISTS ( SELECT InvDetailID FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) )
*/
UNION -- Regular ASO claims reimbursement ( details mutually exclusive with Premium that is included in regular month end invoicing batches )
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 15 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ASO_INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 15 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_ASO_CLAIM' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_CLAIM' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOClaim ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOClaim ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOClaim ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_CLAIM' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'ASO_INVOICE_BATCH'
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ISNULL( Firm_Billing_BudgettedASO, @False ) = @False
UNION -- Regular ASO claims admin fees ( details mutually exclusive with Premium that is included in regular month end invoicing batches )
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 16 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ASO_INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 16 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_ASO_FEE' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_FEE' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_FEE' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND @BatchSubType = 'ASO_INVOICE_BATCH'
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ISNULL( Firm_Billing_BudgettedASO, @False ) = @False
AND EXISTS ( SELECT InvDetailID FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK IN ( @ASOAdminFee, @ASOStopLossFee ) )
UNION -- RRSP collections payable
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 20 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 20 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_RRSP' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_RRSP' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK = @RRSP ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK = @RRSP ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK = @RRSP ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'RRSP_Adjustment', 'BACK_DATED_RRSP_FORWARD' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_RRSP' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
UNION -- Load charges
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 30 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 30 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_LOAD' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_LOAD' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK = @LoadCharge ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'Load_Adjustment', 'BACK_DATED_LoadCharges_FORWARD' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK = @LoadCharge ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'Load_Adjustment', 'BACK_DATED_LoadCharges_FORWARD' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode IS NULL AND InvDetail_InvoiceID_FK = InvoiceID AND InvDetail_NonBenefitTypeID_FK = @LoadCharge ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'Load_Adjustment', 'BACK_DATED_LoadCharges_FORWARD' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_LOAD' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
UNION -- NSF charges or credits
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 35 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 35 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_NSF' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_NSF' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'NSF_CHARGE', 'NSF_REVERSAL' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'NSF_CHARGE', 'NSF_REVERSAL' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code IN ( 'NSF_CHARGE', 'NSF_REVERSAL' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_NSF' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
UNION -- ASO security deposit
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 40 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 40 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_ASO_DEPOSIT' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_DEPOSIT' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code = 'ASO_Security_Deposit' ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code = 'ASO_Security_Deposit' ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode IS NULL AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code = 'ASO_Security_Deposit' ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ASO_DEPOSIT' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
UNION -- Ontario Provincial Taxes
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 50 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 50 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_ONTARIO_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ONTARIO_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'ON' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'ON' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'ON' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'ON' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'ON' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'ON' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ONTARIO_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
UNION -- SASK Provincial Taxes ( Effective Aug 1 2017 )
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 57 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 57 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_SASK_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_SASK_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'SK' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'SK' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'SK' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'SK' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'SK' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'SK' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_SASK_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
UNION -- Quebec Provnicial Taxes
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 60 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 60 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_QUEBEC_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_QUEBEC_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'QC' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'QC' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'QC' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'QC' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'QC' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'QC' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_QUEBEC_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
UNION -- Manitoba Provincial Taxes ( Effective July 15 2012 )
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 65 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 65 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_MANITOBA_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_MANITOBA_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'MB' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'MB' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'MB' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'MB' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'MB' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'MB' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_MANITOBA_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
UNION -- GST Taxes
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 70 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 70 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_GST_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_GST_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'GST' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'GST' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'GST' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'GST' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'GST' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'GST' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_GST_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
UNION -- Ontario Premium Taxes
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 80 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 80 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_ON_PREMIUM_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ON_PREMIUM_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'ON Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'ON Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'ON Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'ON Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'ON Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'ON Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_ON_PREMIUM_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
UNION -- Quebec Premium Taxes
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 90 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 90 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_QC_PREMIUM_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_QC_PREMIUM_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'QC Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'QC Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'QC Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'QC Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'QC Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'QC Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_QC_PREMIUM_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
UNION -- Nfld Premium Taxes
SELECT
AcctBatch_Number AS CNTBTCH
, CAST ( Invoice_Number AS int ) AS CNTITEM
, 100 AS CNTLINE
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC
, 100 AS IDITEM
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDDIST_NL_PREMIUM_TAX' ), 1, 6 ) AS IDDIST
, SUBSTRING( ( SELECT RTRIM( AcctXref_Desc ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_NL_PREMIUM_TAX' ), 1, 60 ) AS TEXTDESC
, @False AS SWMANLITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS UNITMEAS
, 1 AS QTYINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,6) ) AS AMTCOST
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPRIC
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'NL Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'NL Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTEXTN
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCOGS
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'NL Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'NL Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS AMTTXBL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,5) ) AS TOTTAX
, @False AS SWMANLTX
, CAST( ISNULL( ( SELECT SUM( InvDetail_BilledAmount ) FROM InvoiceDetail WHERE InvDetail_TaxProvCode = 'NL Premium' AND InvDetail_InvoiceID_FK = InvoiceID ), 0.00 )
+ ISNULL ( ( SELECT SUM( InvAdj_BilledAmount ) FROM InvoiceAdjustment, AccountingXref WHERE InvAdj_TaxProvCode = 'NL Premium' AND InvAdj_InvoiceID_FK = InvoiceID AND InvAdj_Type_AcctXrefID_FK = AcctXrefID AND AcctXref_Code NOT IN ( 'FIRM_CURRENT_BALANCE', 'FIRM_DEPOSIT' ) ), 0.00 ) AS Decimal( 10,3 ) ) AS BASETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS TAXSTTS1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS TAXSTTS5
, @False AS SWTAXINCL1
, @False AS SWTAXINCL2
, @False AS SWTAXINCL3
, @False AS SWTAXINCL4
, @False AS SWTAXINCL5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,5) ) AS RATETAX5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBD_IDACCTREV_NL_PREMIUM_TAX' ) AS IDACCTREV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTINV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDACCTCOGS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDJOBPROJ
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CONTRACT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PROJECT
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CATEGORY
-- , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS RESOURCE
-- , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TRANSNBR
-- , 0 AS COSTCLASS
-- , REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS BILLDATE
FROM AccountingBatch
, Invoice
INNER JOIN Firm ON Invoice_FirmID_FK = FirmID
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND Invoice_AcctBatchID_FK = AcctBatchID
AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' )
OR @BatchSubType <> 'ASO_INVOICE_BATCH' )
-- Drop $0 details
DELETE FROM AGM_data.dbo.ARIBD
WHERE AGM_data.dbo.ARIBD.AMTEXTN = 0.00
AND AGM_data.dbo.ARIBD.CNTBTCH IN
( SELECT AcctBatch_Number
FROM AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
)
-- Update Invoice Totals
-- Premiums
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = Premium.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = Premium.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = Premium.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = Premium.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = Premium.AMTEXTN
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD Premium
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = Premium.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = Premium.CNTITEM AND Premium.IDITEM = 10
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'INVOICE_BATCH'
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Bugetted ASO Deposits ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + BudgetASOdeposit.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + BudgetASOdeposit.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTPYMSCHD + BudgetASOdeposit.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + BudgetASOdeposit.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + BudgetASOdeposit.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD BudgetASOdeposit
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = BudgetASOdeposit.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = BudgetASOdeposit.CNTITEM AND BudgetASOdeposit.IDITEM = 12
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'INVOICE_BATCH'
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Bugetted ASO Fees ( Includes Carrier Stop Loss Fees, if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + BudgetASOfee.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + BudgetASOfee.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTPYMSCHD + BudgetASOfee.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + BudgetASOfee.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + BudgetASOfee.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD BudgetASOfee
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = BudgetASOfee.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = BudgetASOfee.CNTITEM AND BudgetASOfee.IDITEM = 13
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'INVOICE_BATCH'
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Regular ASO Claims Reimbursement
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = ASOClaim.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = ASOClaim.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = ASOClaim.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = ASOClaim.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = ASOClaim.AMTEXTN
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD ASOClaim
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = ASOClaim.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = ASOClaim.CNTITEM AND ASOClaim.IDITEM = 15
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'ASO_INVOICE_BATCH'
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add ASO Claims Admin Fees ( Includes Carrier Stop Loss Fees, if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + ASOFees.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + ASOFees.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTPYMSCHD + ASOFees.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + ASOFees.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + ASOFees.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD ASOFees
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = ASOFees.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = ASOFees.CNTITEM AND ASOFees.IDITEM = 16
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND @BatchSubType = 'ASO_INVOICE_BATCH'
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add RRSP Collections ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + RRSP.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + RRSP.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + RRSP.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + RRSP.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + RRSP.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD RRSP
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = RRSP.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = RRSP.CNTITEM AND RRSP.IDITEM = 20
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Load Charges ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + LoadCharges.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + LoadCharges.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + LoadCharges.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + LoadCharges.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + LoadCharges.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD LoadCharges
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = LoadCharges.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = LoadCharges.CNTITEM AND LoadCharges.IDITEM = 30
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add NSF Charges or Credits ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + NSF.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + NSF.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + NSF.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + NSF.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + NSF.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD NSF
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = NSF.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = NSF.CNTITEM AND NSF.IDITEM = 35
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add ASO Security Deposits ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + ASODeposit.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + ASODeposit.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + ASODeposit.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + ASODeposit.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + ASODeposit.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD ASODeposit
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = ASODeposit.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = ASODeposit.CNTITEM AND ASODeposit.IDITEM = 40
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Ontario Provincial Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + OntarioTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + OntarioTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + OntarioTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + OntarioTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + OntarioTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD OntarioTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = OntarioTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = OntarioTax.CNTITEM AND OntarioTax.IDITEM = 50
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Saskatechewan Provincial Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + SASKTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + SASKTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + SASKTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + SASKTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + SASKTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD SASKTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = SASKTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = SASKTax.CNTITEM AND SASKTax.IDITEM = 57
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Quebec Provincial Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + QuebecTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + QuebecTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + QuebecTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + QuebecTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + QuebecTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD QuebecTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = QuebecTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = QuebecTax.CNTITEM AND QuebecTax.IDITEM = 60
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Manitoba Provincial Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + ManitobaTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + ManitobaTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + ManitobaTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + ManitobaTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + ManitobaTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD ManitobaTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = ManitobaTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = ManitobaTax.CNTITEM AND ManitobaTax.IDITEM = 65
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add GST Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + GSTTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + GSTTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + GSTTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + GSTTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + GSTTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD GSTTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = GSTTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = GSTTax.CNTITEM AND GSTTax.IDITEM = 70
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Ontario Premium Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + ONPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + ONPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + ONPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + ONPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + ONPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD ONPremiumTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = ONPremiumTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = ONPremiumTax.CNTITEM AND ONPremiumTax.IDITEM = 80
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Quebec Premium Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + QCPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + QCPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + QCPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + QCPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + QCPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD QCPremiumTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = QCPremiumTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = QCPremiumTax.CNTITEM AND QCPremiumTax.IDITEM = 90
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Add Newfoundland Premium Taxes ( if applicable )
UPDATE AGM_data.dbo.ARIBH
SET AGM_data.dbo.ARIBH.AMTINVCTOT = AGM_data.dbo.ARIBH.AMTINVCTOT + NLPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTPYMSCHD = AGM_data.dbo.ARIBH.AMTPYMSCHD + NLPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTNETTOT = AGM_data.dbo.ARIBH.AMTNETTOT + NLPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.AMTTXBL = AGM_data.dbo.ARIBH.AMTTXBL + NLPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.BASETAX1 = AGM_data.dbo.ARIBH.BASETAX1 + NLPremiumTax.AMTEXTN
, AGM_data.dbo.ARIBH.LASTLINE = AGM_data.dbo.ARIBH.LASTLINE + 1
FROM AGM_data.dbo.ARIBH
, AGM_data.dbo.ARIBD NLPremiumTax
, AccountingBatch
WHERE AGM_data.dbo.ARIBH.CNTBTCH = NLPremiumTax.CNTBTCH AND AGM_data.dbo.ARIBH.CNTITEM = NLPremiumTax.CNTITEM AND NLPremiumTax.IDITEM = 100
AND @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Drop $0 Invoice headers
DELETE FROM AGM_data.dbo.ARIBH
WHERE AGM_data.dbo.ARIBH.AMTINVCTOT = 0.00
AND AGM_data.dbo.ARIBH.CNTBTCH IN
( SELECT AcctBatch_Number
FROM AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
)
-- Insert into Batch Invoice Payment Summary table
INSERT INTO AGM_data.dbo.ARIBS
SELECT
AcctBatch_Number AS CNTBTCH
, AGM_data.dbo.ARIBH.CNTITEM AS CNTITEM
, 1 AS CNTPAYM
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEDUE
, AGM_data.dbo.ARIBH.AMTINVCTOT AS AMTDUE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEDISC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS AMTDISC
FROM AGM_data.dbo.ARIBH
, AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
-- Update Invoice Batch Totals
SELECT @InvoiceTotal = SUM( AGM_data.dbo.ARIBH.AMTINVCTOT )
, @InvoiceCount = COUNT (*)
FROM AGM_data.dbo.ARIBH
, AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBH.CNTBTCH = AcctBatch_Number
UPDATE AGM_data.dbo.ARIBC
SET AGM_data.dbo.ARIBC.AMTENTR = ISNULL( @InvoiceTotal, 0.0 )
, AGM_data.dbo.ARIBC.CNTINVCENT = ISNULL( @InvoiceCount, 0 )
, AGM_data.dbo.ARIBC.CNTLSTITEM = ISNULL( @InvoiceCount, 0 )
FROM AGM_data.dbo.ARIBC
, AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND AGM_data.dbo.ARIBC.CNTBTCH = AcctBatch_Number
-- Save the select statement @@ERROR and @@ROWCOUNT values in local
-- variables before they are cleared.
SELECT @ErrCode = @@ERROR
-- 4. Set return code
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spSetFirmACCPACAccount |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Bits n' Bytes Inc. - http://www.bitsnbytes.com
-- Created: Oct 12, 2004
-- Comments:
-- This stored procedure will update all Firm names in ACCPAC for change of name or address entered in the Admin system.
-- Called By:
-- spNewACCPACAccounts ( runs nightly and as first step prior to processing month end accounting batch )
-- Params:
-- O @ReturnCode - Standard stored procedure Return Code
CREATE PROCEDURE [dbo].[spSetFirmACCPACAccount]
@ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True bit
, @False bit
-- Set local constants
SET @True = 1
SET @False = 0
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
BEGIN TRAN
UPDATE
AGM_data.dbo.ARCUS
SET
TEXTSNAM = SUBSTRING( Firm_Name, 1, 10 )
, NAMECUST = SUBSTRING( Firm_Name, 1, 30 )
, NAMECTAC = ISNULL( ( SUBSTRING( ( SELECT FullName FROM FirmContactName, viewName, Position WHERE FirmContName_FirmID_FK = Firm.FirmID AND FirmContName_NameID_FK = viewName.NameID AND FirmContName_PositionID_FK = PositionID AND Position_Code = 'ADMIN' AND FirmContName_ExpiryDate IS NULL ), 1, 30 ) ), 'Invalid Data Conversion' )
, TEXTSTRE1 = SUBSTRING( Address1, 1, 30 )
, NAMECITY = SUBSTRING( Addr_Municipality, 1, 20 )
, CODESTTE = SUBSTRING( ProvState_Code, 1, 20 )
, CODEPSTL = REPLACE( ( SUBSTRING( Addr_PostalZipCode, 1, 15 ) ), ' ', '' )
, CODECTRY = SUBSTRING( Country_Desc, 1, 20 )
FROM
AGM_data.dbo.ARCUS
, Firm
, FirmAddress
, viewAddress
, AddressType
WHERE
SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) = IDCUST
AND ( TEXTSNAM <> SUBSTRING( Firm_Name, 1, 10 )
OR NAMECUST <> SUBSTRING( Firm_Name, 1, 30 ) )
AND FirmAddr_FirmID_FK = Firm.FirmID
AND FirmAddr_AddrID_FK = viewAddress.AddrID
AND FirmAddr_AddrTypeID_FK = AddrTypeID
AND AddrType_Code = 'BUSINESS'
AND FirmAddr_ExpiryDate IS NULL
AND (
TEXTSNAM <> SUBSTRING( Firm_Name, 1, 10 )
OR NAMECUST <> SUBSTRING( Firm_Name, 1, 30 )
OR TEXTSTRE1 <> SUBSTRING( Address1, 1, 30 )
OR NAMECITY <> SUBSTRING( Addr_Municipality, 1, 20 )
OR CODESTTE <> SUBSTRING( ProvState_Code, 1, 20 )
OR CODEPSTL <> REPLACE( ( SUBSTRING( Addr_PostalZipCode, 1, 15 ) ), ' ', '' )
)
-- Save the select statement @@ERROR and @@ROWCOUNT values in local
-- variables before they are cleared.
SELECT @ErrCode = @@ERROR, @RowCount = @@ROWCOUNT
-- 4. Set return code
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCostPlusVendorAccounts |
| Matches | 2 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Draper Systems Inc. - http://www.drapersystems.com
-- Created: June 24, 2003
-- Name:
-- spCreateACCPACCostPlusVendorAccounts
-- Comments:
-- This stored procedure creates an accounting batch (By Type) for the given period
-- Called By:
-- N/A
-- Params:
-- @PeriodStartDate - Batch Period Start Date
-- @PeriodEndDate - Batch Period End Date
-- @BatchType - Batch Type
-- @BatchSubType - Batch Sub Type
-- @ReturnCode - Standard stored procedure Return Code
-- Updated: July 28, 2003
-- Updated By: username Gnazdowsky
-- Comments:
-- Added Firm Vendor accounts for Overpayment payables
-- Updated: Nov 26, 2003
-- Updated By: username Gnazdowsky
-- Comments:
-- Changed GL account to post txns through for these vendors ( issue 1562 )
-- Updated: July 27, 2013
-- Updated By: username Gnazdowsky
-- Commments:
-- Add @PeriodEndDate to [spCreateCostPlusVendorInvoiceBatches] qualifying claims to process up to that date only ( posted, not yet invoiced )
CREATE PROCEDURE [dbo].[spCreateACCPACCostPlusVendorAccounts]
@PeriodStartDate datetime
, @PeriodEndDate datetime
, @ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @MinOverpaymentRefund decimal(18,4)
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
-- Set local constants
SET @MinOverpaymentRefund = ( SELECT CAST( GenCode_Value AS decimal(18,4) ) FROM GenericCodeset WHERE GenCode_Key = 'MIN_OVERPAYMENT_REFUND' )
BEGIN TRAN
-- Insert New CostPlus Cert Vendor accounts into target ACCPAC tables for refunds due
INSERT INTO AGM_data.dbo.APVEN
SELECT DISTINCT
SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'VENDOR_Certificate_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ) + LTRIM( RTRIM( Certificate_Number ) ), 1, 12 ) AS VENDORID
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( FullName ), 1, 10 ) AS SHORTNAME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_IDGRP' ), 1, 8 ) AS IDGRP
, 1 AS SWACTV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINAC
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS DATELASTMN
, 0 AS SWHOLD
, REPLACE( ( CONVERT( CHAR(10), CertStatHist_EffectiveDate, 120 ) ), '-', '' ) AS DATESTART
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPPNT
, SUBSTRING( FullName, 1, 30 ) AS VENDNAME
, SUBSTRING( Address1, 1, 30 ) AS TEXTSTRE1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE4
, SUBSTRING( Addr_Municipality, 1, 20 ) AS NAMECITY
, SUBSTRING( ProvState_Code, 1, 20 ) AS CODESTTE
, REPLACE( ( SUBSTRING( Addr_PostalZipCode, 1, 15 ) ), ' ', '' ) AS CODEPSTL
, SUBSTRING( Country_Desc, 1, 20 ) AS CODECTRY
, SUBSTRING( FullName, 1, 30 ) AS NAMECTAC
, ISNULL( REPLACE( REPLACE( ( REPLACE( ( SUBSTRING( PhoneNumber.NameContType_Desc, 1, 14 ) ), '(', '' ) ), ') ', '.' ), '-', '.' ), '' ) AS TEXTPHON1
, ISNULL( REPLACE( REPLACE( ( REPLACE( ( SUBSTRING( FaxNumber.NameContType_Desc, 1, 14 ) ), '(', '' ) ), ') ', '.' ), '-', '.' ), '' ) AS TEXTPHON2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PRIMRMIT
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'IDACCTSET' ), 1, 6 ) AS IDACCTSET
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ), 1, 3 ) AS CURNCODE
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APVEN_RATETYPE' ), 1, 2 ) AS RATETYPE
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APVEN_BANKID' ), 1, 8 ) AS BANKID
, 0 AS PRTSEPCHKS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DISTSETID
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DISTCODE
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_GLACCNT' ), 1, 45 ) AS GLACCNT
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APVEN_TERMSCODE' ), 1, 6 ) AS TERMSCODE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_DUPCODES' ) AS int ) AS DUPINVCCD
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_DUPCODES' ) AS int ) AS DUPAMTCODE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_DUPCODES' ) AS int ) AS DUPDATECD
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ), 1, 6 ) AS CODETAXGRP
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS int ) AS TAXCLASS1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS5
, 0 AS TAXRPTSW
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS SUBJTOWTHH
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TAXNBR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXIDTYPE
, 0 AS TAXNOTE2SW
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CLASID
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCRLIMT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALDUET
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALDUEH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPPDINVT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPPDINVH
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DTLASTRVAL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALLARV
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTOPENINV
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTPPDINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTINVPAID
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS DAYSTOPAY
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINVCHI
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEBALHI
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINVHIL
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEBALHIL
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTAC
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTIV
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTCR
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTDR
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTPA
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTDI
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELSTADJ
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDINVCHI
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDINVCHILY
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHIT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHIT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHTCUR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHILT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHILT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHLYTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTINT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTCRT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDRT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTPYT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDIT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTADT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHIH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHIH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHHCUR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHILH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHILH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHLYHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTIVH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTCRH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDRH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTPYH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDIH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTADH
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL6
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEOPFL1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTOPFL1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PAYMFORM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_SWDISTBY' ) AS int ) AS SWDISTBY
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'LANGUAGE_CODE' ), 1, 3 ) AS CODECHECK
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,1) ) AS AVGDAYSPAY
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AVGPAYMENT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVPDHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVPDTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTNBRCHKS
, 0 AS SWTXINC1
, 0 AS SWTXINC2
, 0 AS SWTXINC3
, 0 AS SWTXINC4
, 0 AS SWTXINC5
, ISNULL( SUBSTRING( PrimeEmail.NameContType_Desc, 1, 50 ), '' ) AS EMAIL1
, ISNULL( SUBSTRING( AltEmail.NameContType_Desc, 1, 50 ), '' ) AS EMAIL2
, ISNULL( SUBSTRING( Website.NameContType_Desc, 1, 100 ), '' ) AS WEBSITE
FROM Certificate
, viewName
LEFT OUTER JOIN NameContactType AS PhoneNumber ON PhoneNumber.NameContType_NameID_FK = viewName.NameID AND PhoneNumber.NameContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'BUSTEL' ) AND PhoneNumber.NameContType_ExpiryDate IS NULL
LEFT OUTER JOIN NameContactType AS FaxNumber ON FaxNumber.NameContType_NameID_FK = viewName.NameID AND FaxNumber.NameContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'BUSFAX' ) AND FaxNumber.NameContType_ExpiryDate IS NULL
LEFT OUTER JOIN NameContactType AS PrimeEmail ON PrimeEmail.NameContType_NameID_FK = viewName.NameID AND PrimeEmail.NameContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'PRIMEEMAIL' ) AND PrimeEmail.NameContType_ExpiryDate IS NULL
LEFT OUTER JOIN NameContactType AS AltEmail ON AltEmail.NameContType_NameID_FK = viewName.NameID AND AltEmail.NameContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'ALTEMAIL1' ) AND AltEmail.NameContType_ExpiryDate IS NULL
LEFT OUTER JOIN NameContactType AS Website ON Website.NameContType_NameID_FK = viewName.NameID AND Website.NameContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'WEBURL' ) AND Website.NameContType_ExpiryDate IS NULL
, CertificateAddress
, viewAddress
, AddressType
, CostPlusClaim
, Firm
, viewCurrentCertificateStatus
WHERE Certificate_NameID_FK = NameID
AND CertStatHist_CertificateID_FK = CertificateID
AND CostPlus_FirmID_FK = FirmID
AND CostPlus_CertificateID_FK = CertificateID
AND CostPlus_Posted = 1
AND CostPlus_AcctBatchID_FK IS NULL
AND CostPlus_BankDepositDate < @PeriodEndDate
AND SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'VENDOR_CERTIFICATE_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ) + LTRIM( RTRIM( Certificate_Number ) ), 1, 16 ) NOT IN ( SELECT VENDORID FROM AGM_data.dbo.APVEN )
AND CertAddr_CertificateID_FK = Certificate.CertificateID
AND CertAddr_AddrID_FK = viewAddress.AddrID
AND CertAddr_AddrTypeID_FK = AddrTypeID
AND AddrType_Code = 'HOME'
AND CertAddr_ExpiryDate IS NULL
-- Insert New CostPlus Firm Vendor accounts into target ACCPAC tables for overpayment refunds
UNION
SELECT DISTINCT
SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS VENDORID
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, SUBSTRING( ( Firm_Name ), 1, 10 ) AS SHORTNAME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_IDGRP' ), 1, 8 ) AS IDGRP
, 1 AS SWACTV
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINAC
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS DATELASTMN
, 0 AS SWHOLD
, REPLACE( ( CONVERT( CHAR(10), FirmStatHist_EffectiveDate, 120 ) ), '-', '' ) AS DATESTART
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPPNT
, SUBSTRING( Firm_Name, 1, 30 ) AS VENDNAME
, SUBSTRING( Address1, 1, 30 ) AS TEXTSTRE1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE4
, SUBSTRING( Addr_Municipality, 1, 20 ) AS NAMECITY
, SUBSTRING( ProvState_Code, 1, 20 ) AS CODESTTE
, REPLACE( ( SUBSTRING( Addr_PostalZipCode, 1, 15 ) ), ' ', '' ) AS CODEPSTL
, SUBSTRING( Country_Desc, 1, 20 ) AS CODECTRY
, ISNULL( ( SUBSTRING( ( SELECT FullName FROM FirmContactName, viewName, Position WHERE FirmContName_FirmID_FK = Firm.FirmID AND FirmContName_NameID_FK = viewName.NameID AND FirmContName_PositionID_FK = PositionID AND Position_Code = 'ADMIN' AND FirmContName_ExpiryDate IS NULL ), 1, 30 ) ), 'Missing Firm Admin' ) AS NAMECTAC
, ISNULL( REPLACE( REPLACE( ( REPLACE( ( SUBSTRING( PhoneNumber.FirmContType_Desc, 1, 14 ) ), '(', '' ) ), ') ', '.' ), '-', '.' ), '' ) AS TEXTPHON1
, ISNULL( REPLACE( REPLACE( ( REPLACE( ( SUBSTRING( FaxNumber.FirmContType_Desc, 1, 14 ) ), '(', '' ) ), ') ', '.' ), '-', '.' ), '' ) AS TEXTPHON2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PRIMRMIT
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'IDACCTSET' ), 1, 6 ) AS IDACCTSET
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ), 1, 3 ) AS CURNCODE
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APVEN_RATETYPE' ), 1, 2 ) AS RATETYPE
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APVEN_BANKID' ), 1, 8 ) AS BANKID
, 0 AS PRTSEPCHKS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DISTSETID
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DISTCODE
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'COSTPLUS_GLACCNT' ), 1, 45 ) AS GLACCNT
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'APVEN_TERMSCODE' ), 1, 6 ) AS TERMSCODE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_DUPCODES' ) AS int ) AS DUPINVCCD
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_DUPCODES' ) AS int ) AS DUPAMTCODE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_DUPCODES' ) AS int ) AS DUPDATECD
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ), 1, 6 ) AS CODETAXGRP
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS int ) AS TAXCLASS1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS2
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS3
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS4
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXCLASS5
, 0 AS TAXRPTSW
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS SUBJTOWTHH
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TAXNBR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXIDTYPE
, 0 AS TAXNOTE2SW
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CLASID
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCRLIMT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALDUET
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALDUEH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPPDINVT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPPDINVH
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DTLASTRVAL
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALLARV
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTOPENINV
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTPPDINVC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTINVPAID
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS DAYSTOPAY
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINVCHI
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEBALHI
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINVHIL
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEBALHIL
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTAC
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTIV
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTCR
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTDR
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTPA
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTDI
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELSTADJ
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDINVCHI
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDINVCHILY
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHIT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHIT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHTCUR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHILT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHILT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHLYTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTINT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTCRT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDRT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTPYT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDIT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTADT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHIH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHIH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHHCUR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHILH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHILH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTWTHLYHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTIVH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTCRH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDRH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTPYH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDIH
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTADH
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL5
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL6
, ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEOPFL1
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTOPFL1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PAYMFORM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI1
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI2
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI3
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI4
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI5
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'APVEN_SWDISTBY' ) AS int ) AS SWDISTBY
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'LANGUAGE_CODE' ), 1, 3 ) AS CODECHECK
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,1) ) AS AVGDAYSPAY
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AVGPAYMENT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVPDHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVPDTC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTNBRCHKS
, 0 AS SWTXINC1
, 0 AS SWTXINC2
, 0 AS SWTXINC3
, 0 AS SWTXINC4
, 0 AS SWTXINC5
, ISNULL( SUBSTRING( PrimeEmail.FirmContType_Desc, 1, 50 ), '' ) AS EMAIL1
, ISNULL( SUBSTRING( AltEmail.FirmContType_Desc, 1, 50 ), '' ) AS EMAIL2
, ISNULL( SUBSTRING( Website.FirmContType_Desc, 1, 100 ), '' ) AS WEBSITE
FROM Firm
LEFT OUTER JOIN FirmContactType AS PhoneNumber ON PhoneNumber.FirmContType_FirmID_FK = Firm.FirmID AND PhoneNumber.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'BUSTEL' ) AND PhoneNumber.FirmContType_ExpiryDate IS NULL
LEFT OUTER JOIN FirmContactType AS FaxNumber ON FaxNumber.FirmContType_FirmID_FK = Firm.FirmID AND FaxNumber.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'BUSFAX' ) AND FaxNumber.FirmContType_ExpiryDate IS NULL
LEFT OUTER JOIN FirmContactType AS PrimeEmail ON PrimeEmail.FirmContType_FirmID_FK = Firm.FirmID AND PrimeEmail.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'PRIMEEMAIL' ) AND PrimeEmail.FirmContType_ExpiryDate IS NULL
LEFT OUTER JOIN FirmContactType AS AltEmail ON AltEmail.FirmContType_FirmID_FK = Firm.FirmID AND AltEmail.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'ALTEMAIL1' ) AND AltEmail.FirmContType_ExpiryDate IS NULL
LEFT OUTER JOIN FirmContactType AS Website ON Website.FirmContType_FirmID_FK = Firm.FirmID AND Website.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'WEBURL' ) AND Website.FirmContType_ExpiryDate IS NULL
, FirmAddress
, viewAddress
, AddressType
, viewCurrentFirmStatus
, CostPlusClaim
WHERE FirmStatHist_FirmID_FK = Firm.FirmID
AND SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 16 ) NOT IN ( SELECT VENDORID FROM AGM_data.dbo.APVEN )
AND FirmAddr_FirmID_FK = Firm.FirmID
AND FirmAddr_AddrID_FK = viewAddress.AddrID
AND FirmAddr_AddrTypeID_FK = AddrTypeID
AND AddrType_Code = 'BUSINESS'
AND FirmAddr_ExpiryDate IS NULL
AND CostPlus_FirmID_FK = FirmID
AND CostPlus_Posted = 1
AND CostPlus_AcctBatchID_FK IS NULL
AND CostPlus_BankDepositDate < @PeriodEndDate
AND CostPlus_OverpaymentAmount > @MinOverpaymentRefund
-- Save the @@ERROR value in a local variables before it is cleared.
SELECT @ErrCode = @@ERROR
-- 4. Set return code
ErrorHandler:
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerInvoice |
| Matches | 2 |
Stored Procedure | |
-- Author: username Gnazdowsky -- Contact: Draper Systems Inc. - http://www.drapersystems.com -- Created: August 27, 2003 -- Comments: -- This stored procedure creates all active Customer ACCPAC Invoice Headers for the given period -- Called By: -- spNewACCPACBatches -- Params: -- I @PeriodStartDate - Batch Period Start Date -- I @BatchSubType - Invoice type -- O @ReturnCode - Standard stored procedure Return Code -- Updated: July 5, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Added batch sub-type to input parameters to allow for creation of different invoice types based on premium or ASO Claims ( Issue # 2976 ) -- Updated: May 31, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Added code to filter budgetted ASO firms from creating PAP payments, regular ASO only ( Issue # 3480 ) -- Updated: July 14, 2009 -- Updated By: username Gnazdowsky -- Comments: ( Issue # 3095 ) -- Changed call to PadLeft/Right to use local database instead of Master dB -- Updated: Sep 29, 2011 -- Updated By: username Gnazdowsky -- Comments: -- Month End Oct 2011 issue. Change of company name and pay direct status created a number of bank pay date records -- with expiry date 1 second before effective ( auto-expired ). -- Added filter to ensure duplicate records not created in error. -- Updated: Nov 28, 2013 -- Updated By: username Gnazdowsky -- Comments: ( Issue # 9469 ) -- Match IDPPD with PAP header value ( unique sequential "Invoice_Number" source ) CREATE PROCEDURE [dbo].[spCreateACCPACCustomerInvoice] @PeriodStartDate datetime , @BatchSubType varchar(50) , @ReturnCode int OUTPUT AS -- 1. Declare local variables and constants DECLARE @ErrCode int , @RowCount int , @Success int , @NotFound int , @FailedExecution int , @True bit , @False bit -- set ReturnCode constants SET @Success = 0 SET @NotFound = 1 SET @FailedExecution = 2 SET @True = 1 SET @False = 0 BEGIN TRAN -- Create ACCPAC Customer monthy invoices for current month charges ONLY INSERT INTO AGM_data.dbo.ARIBH SELECT DISTINCT AcctBatch_Number AS CNTBTCH , CONVERT( int, Invoice_Number ) AS CNTITEM , REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE , REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS IDCUST , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDSHPT , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHIPVIA , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SPECINST , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBH_TEXTTRX' ) AS int ) AS TEXTTRX , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBH_IDTRX' ) AS int ) AS IDTRX , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBH_INVCSTTS' ) AS int ) AS INVCSTTS , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS ORDRNBR , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CUSTPO , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS JOR , CONVERT( varchar(30), 'Firm # ' + Firm_Number + ' ' + CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ) + ' Invoice' ) AS INVCDESC , @False AS SWPRTINVC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS INVCAPPLTO , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'IDACCTSET' ) AS IDACCTSET , REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEINVC , REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATEASOF , CONVERT( CHAR(4), AcctBatch_PeriodStartDate, 120 ) AS FISCYR , SUBSTRING( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ), 6, 2 ) AS FISCPER , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ), 1, 3 ) AS CODECURN , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_RATETYPE' ) AS RATETYPE , @False AS SWMANRTE , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS EXCHRATEHC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(8,7) ) AS ORIGRATEHC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBH_TERMCODE' ) AS TERMCODE , @False AS SWTERMOVRD , CONVERT( char(6), REPLACE( ( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) ) + '0' + CONVERT( char(1), ISNULL( FirmBank_PaymentDayOfMonth, '1' ) ) AS DATEDUE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEDISC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTDISC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISCAVL , 1 AS LASTLINE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP4 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP5 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT1 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT2 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT3 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT4 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT5 , @True AS SWTAXBL , @False AS SWMANTX , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ), 1, 6 ) AS CODETAXGRP , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ) AS CODETAX1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX4 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODETAX5 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS int ) AS TAXSTTS1 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS2 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS3 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS4 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS5 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX1 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX2 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX3 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX4 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS BASETAX5 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX1 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX2 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX3 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX4 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAX5 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL4 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL5 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL6 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS OPFLDATE , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS OPFLAMT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTXBL , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTNOTTXBL , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTTAXTOT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVCTOT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPPD , 1 AS AMTPAYMTOT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPYMSCHD , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTNETTOT , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDSTDINVC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEPRCS , dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDPPD , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDBILL , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOLOC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOSTE1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOSTE2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOSTE3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOSTE4 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOCITY , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOSTTE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOPOST , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOCTRY , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOCTAC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOPHON , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPTOFAX , REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBH_SWPROCPPD' ) AS SWPROCPPD , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBH_CUROPER' ) AS CUROPER , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DRILLAPP , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS DRILLTYPE , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS DRILLDWNLK , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPVIACODE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPVIADESC FROM AccountingBatch , Invoice , Firm LEFT OUTER JOIN FirmBank ON FirmBank_FirmID_FK = FirmID and @PeriodStartDate BETWEEN FirmBank_EffectiveDate AND ISNULL( FirmBank_ExpiryDate, '9999-12-31' ) AND ( FirmBank_ExpiryDate > FirmBank_EffectiveDate ) WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' ) AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType ) AND Invoice_AcctBatchID_FK = AcctBatchID AND Invoice_FirmID_FK = FirmID AND ( ( ISNULL( Firm_Billing_BudgettedASO, @False ) = @False AND @BatchSubType = 'ASO_INVOICE_BATCH' ) OR @BatchSubType <> 'ASO_INVOICE_BATCH' ) ORDER BY CNTITEM -- Save the select statement @@ERROR and @@ROWCOUNT values in local -- variables before they are cleared. SELECT @ErrCode = @@ERROR -- 4. Set return code IF ( @ErrCode = @Success ) BEGIN SET @ReturnCode = @Success COMMIT TRAN END ELSE BEGIN SET @ReturnCode = @FailedExecution ROLLBACK TRAN END |
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerBalanceForward |
| Matches | 2 |
Stored Procedure | |
-- Author: username Gnazdowsky -- Contact: Bits n Bytes http://www.bitsnbytes.com -- Created: Jan 26, 2006 -- Comments: -- This stored procedure creates the invoice adjustment records for the customer balance forward amounts. -- Called By: -- spNewACCPACMonthEndBatch -- Params: -- @PeriodStartDate - Batch Period Start Date -- @BatchSubType - Batch Sub Type -- @ReturnCode - Standard stored procedure Return Code -- Recordset: N/A -- Updated: May 1, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Added transaction level control ( SERIALIZABLE READ ) to avoid errors in retrieving balance forwards ( Issue # 3728 ) CREATE PROCEDURE [dbo].[spCreateACCPACCustomerBalanceForward] @PeriodStartDate datetime , @BatchSubType varchar(50) , @ReturnCode int OUTPUT AS -- Required for heterogeneus calls and cross server txn rollback support SET XACT_ABORT ON SET ANSI_NULLS ON SET ANSI_WARNINGS ON -- Set transaction level control for SERIALIZABLE read SET TRANSACTION ISOLATION LEVEL SERIALIZABLE -- 1. Declare local variables and constants DECLARE @ErrCode int , @RowCount int , @Success int , @NotFound int , @FailedExecution int , @True bit , @False bit , @InvoiceID int , @FirmID int , @PeriodEndDate datetime -- set ReturnCode constants SET @Success = 0 SET @NotFound = 1 SET @FailedExecution = 2 -- set local constants SET @True = 1 SET @False = 0 -- Create get current balance forward for each customer as of period start date passed by calling scheduled process BEGIN TRAN DECLARE Month_End_Invoice_BalFwd CURSOR LOCAL FAST_FORWARD READ_ONLY FOR SELECT InvoiceID , Invoice_FirmID_FK , AcctBatch_PeriodEndDate FROM Invoice , AccountingBatch WHERE Invoice_AcctBatchID_FK = AcctBatchID AND AcctBatch_PeriodStartDate = @PeriodStartDate AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType ) OPTION (MERGE JOIN, LOOP JOIN, MAXDOP 1) OPEN Month_End_Invoice_BalFwd SET @RowCount = 0 FETCH NEXT FROM Month_End_Invoice_BalFwd INTO @InvoiceID, @FirmID, @PeriodEndDate WHILE @@FETCH_STATUS = @Success BEGIN -- Insert current outstanding balance due for each Firm INSERT INTO InvoiceAdjustment ( InvAdj_InvoiceID_FK , InvAdj_Type_AcctXRefID_FK , InvAdj_FirmID_FK , InvAdj_Date , InvAdj_BilledAmount ) SELECT @InvoiceID , ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'FIRM_CURRENT_BALANCE' ) AS AdjustmentType , @FirmID , GETDATE() AS AdjustmentDate , ISNULL( ROUND( AMTBALDUET, 2 ), 0.00 ) AS Balance_Forward_Amount FROM Invoice , Firm , AGM_data.dbo.ARCUS WHERE InvoiceID = @InvoiceID AND Invoice_FirmID_FK = FirmID AND ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + Firm_Number = IDCUST OPTION (MERGE JOIN, LOOP JOIN, MAXDOP 1) FETCH NEXT FROM Month_End_Invoice_BalFwd INTO @InvoiceID, @FirmID, @PeriodEndDate END CLOSE Month_End_Invoice_BalFwd DEALLOCATE Month_End_Invoice_BalFwd -- -- Save the @@ERROR value in a local variables before it is cleared. SELECT @ErrCode = @@ERROR -- 4. Set return code ErrorHandler: IF ( @ErrCode = @Success ) BEGIN SET @ReturnCode = @Success COMMIT TRAN END ELSE BEGIN SET @ReturnCode = @FailedExecution ROLLBACK TRAN END |
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerInvoiceBatch |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Draper Systems Inc. - http://www.drapersystems.com
-- Created: August 27, 2003
-- Comments:
-- This stored procedure creates a Customer ACCPAC batch for the given period
-- Called By:
-- spNewACCPACBatches
-- Params:
-- I @PeriodStartDate - Batch Period Start Date
-- I @BatchSubType - AR invoice type
-- O @ReturnCode - Standard stored procedure Return Code
-- Updated: July 5, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Added batch sub-type to input parameters to allow for creation of different invoice types based on premium or ASO Claims ( Issue # 2976 )
CREATE PROCEDURE [dbo].[spCreateACCPACCustomerInvoiceBatch]
@PeriodStartDate datetime
, @BatchSubType varchar(50)
, @ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True bit
, @False bit
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
SET @True = 1
SET @False = 0
BEGIN TRAN
-- Insert ( Receivables ) invoice batch into target ACCPAC table based on Period start date passed.
INSERT INTO AGM_data.dbo.ARIBC
SELECT
AcctBatch_Number AS CNTBTCH
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS DATEBTCH
, AcctBatch_Desc AS BTCHDESC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTINVCENT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTENTR
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBC_BTCHTYPE' ) AS BTCHTYPE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBC_BTCHSTTS' ) AS BTCHSTTS
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARIBC_INVCTYPE' ) AS INVCTYPE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTLSTITEM
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS POSTSEQNBR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS NBRERRORS
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS DTELSTEDIT
, @False AS SWPRINTED
FROM AccountingBatch
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND ( EXISTS ( SELECT * FROM Invoice, InvoiceDetail WHERE Invoice_AcctBatchID_FK = AcctBatchID AND InvDetail_InvoiceID_FK = InvoiceID )
OR EXISTS ( SELECT * FROM Invoice, InvoiceAdjustment WHERE Invoice_AcctBatchID_FK = AcctBatchID AND InvAdj_InvoiceID_FK = InvoiceID ) )
-- Save the select statement @@ERROR and @@ROWCOUNT values in local
-- variables before they are cleared.
SELECT @ErrCode = @@ERROR
-- 4. Set return code
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spNewACCPACASODetails |
| Matches | 6 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Bits n Bytes Inc. - http://www.bitsnbytes.com
-- Created: July 5, 2005
-- Comments:
-- This stored procedure generates the bi-weekly ASO claims batch:
-- 1) Create ASO ACCPAC batches
-- 2) Create ASO Customer invoices & details ( for claims reimbursements )
-- 3) Create payment records ( from rolled up bi-weekly Customer ASO Claims invoices )
-- 4) Create summarize & move all invoice and PAP details to the ACCPAC accounting system
-- 5) Return list of firms to send ASO Claim Detail invoice statements to
-- Called By:
-- Scheduled batch process.
-- Params:
-- I @PeriodStartDate - Period Start Date
-- I @RestartStepIn - job start step based on last run condition codes
-- O @ReturnCode - Standard Stored procedure return code
-- O @RestartStepOut - Next step to run ( last succesfully completed step + 1 if @ReturnCode <> Success, else 1 for new month the job )
-- Resultset ( can be NULL / empty if no statements to produce, a potentially valid condition )
-- AcctBatchID
-- FirmID
-- DeliveryMethod_Code - prefered delivery method of the firm
--- Destination_Target - Primary email address or Printer name, based on delivery method
-- Updated: July 16, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Added PeriodEndDate parameter to spCreateASOInvoiceDetails sub-call
-- Updated: Jan 12, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Separated steps/calls to application ( T7 ) updates vs Accounting ( ACCPAC ) database updates
-- This SQL procedure now runs steps 9 - 16 to create ACCPAC batch details for bi-weekly ASO batch runs
-- Updated: Feb 3, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Added heterogeneous query support.
-- Removed two steps, last step is step 14 ( steps 9 - 14 )
-- Updated : Nov 6, 2006
-- Updated By : Mike Cooper
-- Comments : Changed sysbatch name from cost plus to BIWEEKLY_CREATEASOBATCHES
CREATE PROCEDURE [dbo].[spNewACCPACASODetails]
@PeriodStartDate datetime
, @PeriodEndDate datetime
, @ReturnCode int OUTPUT
AS
-- Set cross server heterogeneous query and txn rollback support
SET ANSI_WARNINGS ON
SET ANSI_NULLS ON
SET XACT_ABORT ON
-- 1. Declare local variables and constants
DECLARE
@ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True int
, @RestartStep int
, @RestartStepParamID int
, @ASOInvoice int
, @PlainPaperPrinter varchar(255)
, @PrimeEmail int
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
-- Set local constants
SET @True = 1
SET @ASOInvoice = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'ASO_INVOICE_BATCH' )
SET @PlainPaperPrinter = 'PRINTER_PLAINPAPER'
SET @PrimeEmail = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'PRIMEEMAIL' )
-- Get/Set restart paramaters
SELECT
@RestartStepParamID = SysBatchParamID
,@RestartStep = SysBatchParam_InputValue
FROM
SystemBatch
INNER JOIN SystemBatchParameter ON SysBatchParam_SysBatchID_FK = SysBatchID
INNER JOIN InputParameter ON InputParamID= SysBatchParam_InputParamID_FK
WHERE
SysBatch_Code = 'BIWEEKLY_CREATEASOBATCHES'
AND InputParam_Name = 'RestartStep'
IF( @RestartStep IS NULL ) SET @RestartStep = 9
-- Goto restart step to begin processing
IF @RestartStep = 9 GOTO Step9
ELSE IF @RestartStep = 10 GOTO Step10
ELSE IF @RestartStep = 11 GOTO Step11
ELSE IF @RestartStep = 11 GOTO Step11
ELSE IF @RestartStep = 12 GOTO Step12
ELSE IF @RestartStep = 13 GOTO Step13
ELSE IF @RestartStep = 14 GOTO Step14
-- Summarize and insert Customer Invoices ( receivables ) & Pre-Authorized Payment batches
Step9:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 9 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerInvoiceBatch @PeriodStartDate, 'ASO_INVOICE_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
GOTO ErrorHandler
Step10:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 10 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerInvoice @PeriodStartDate, 'ASO_INVOICE_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
GOTO ErrorHandler
Step11:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 11 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerInvoiceDetails @PeriodStartDate, 'ASO_INVOICE_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
GOTO ErrorHandler
Step12:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 12 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerPAPBatch @PeriodStartDate, 'ASO_PAP_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
GOTO ErrorHandler
Step13:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 13 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerPAPHeader @PeriodStartDate, 'ASO_PAP_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
GOTO ErrorHandler
Step14:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 14 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerPAPDetails @PeriodStartDate, 'ASO_PAP_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
GOTO ErrorHandler
ELSE
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 15 WHERE SysBatchParamID = @RestartStepParamID
ErrorHandler:
-- Return next step to be executed when job is run again as @RestartStepIn
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerPAPBatch |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Draper Systems Inc. - http://www.drapersystems.com
-- Created: August 27, 2003
-- Comments:
-- This stored procedure creates the Customer ACCPAC Pre-Authorized Payment Batch for the given period
-- Called By:
-- spNewACCPACBatches
-- Params:
-- I @PeriodStartDate - Batch Period Start Date
-- I @BatchSubType - Payment batch sub type
-- O @ReturnCode - Standard stored procedure Return Code
-- Updated: July 5, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Added batch sub-type to input parameters to allow for creation of different payment batch types based on premium or ASO Claims ( Issue # 2976 )
-- Updated: Nov 29, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Filter regular monthly PAP firms if applicable to ASO only ( Issue # 3392 )
-- Updated: May 24, 2006
-- Updated By: username Gnazdowsky
-- Comments:
-- Separate PAP trust accounts within each batch generated by TPA ( Issue # 3726 )
-- Updated: Aug 25, 2011
-- Updated By: username Gnazdowsky
-- Comments:
-- Revised query to SELECT DISTINT in order to fix issue with multiple bank info changes within same month end period
CREATE PROCEDURE [dbo].[spCreateACCPACCustomerPAPBatch]
@PeriodStartDate datetime
, @BatchSubType varchar(50)
, @ReturnCode int OUTPUT
AS
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True bit
, @False bit
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
SET @True = 1
SET @False = 0
BEGIN TRAN
-- Create PAP ACCPAC Customer receipt for current month charges ONLY
INSERT INTO AGM_data.dbo.ARBTA
SELECT DISTINCT
( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARBTA_CODEPYMTYP' ) AS CODEPYMTYP
, AcctBatch_Number AS CNTBTCH
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE
, REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER
, SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG
, REPLACE( ( CONVERT( CHAR(10), AcctBatch_Date, 120 ) ), '-', '' ) AS DATEBTCH
, AcctBatch_Desc AS BATCHDESC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTENTER
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTENTER
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARBTA_BATCHTYPE' ) AS BATCHTYPE
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARBTA_BATCHSTAT' ) AS BATCHSTAT
, TrustAcct_ACCPAC_BankAcctCode AS IDBANK
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARBTA_SWPRTDEP' ) AS SWPRTDEP
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ) AS CODECURN
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS DATERATE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTLSTITEM
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARBTA_RATETYPE' ) AS RATETYPE
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS RATEEXCHHC
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTDEPNBR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CNTDEPSEQ
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS ADJUSTAMT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS REAPLYAMT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS FUNCAMOUNT
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS POSTSEQNBR
, CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS NBRERRORS
, REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS DATELSTEDT
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARBTA_TYPECLASS' ) AS TYPECLASS
, @False AS SWPRINTED
, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARBTA_RATEOP' ) AS RATEOP
, @False AS SWRATE
FROM AccountingBatch
, InvoiceEFTReceipt
, Invoice
, Firm
, TrustAccount
WHERE @PeriodStartDate = AcctBatch_PeriodStartDate
AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR_RECEIPT' )
AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType )
AND InvEFTReceipt_AcctBatchID_FK = AcctBatchID
AND InvEFTReceipt_InvoiceID_FK = InvoiceID
AND Invoice_FirmID_FK = FirmID
AND Firm_Billing_UsePAP = @True
AND ( ( ISNULL( Firm_Billing_PAPonlyASO, @False ) = @False AND @BatchSubType = 'PAP_BATCH' )
OR @BatchSubType = 'ASO_PAP_BATCH'
)
AND Invoice_TrustAcctID_FK = TrustAcctID
-- Save the select statement @@ERROR and @@ROWCOUNT values in local
-- variables before they are cleared.
SELECT @ErrCode = @@ERROR
-- 4. Set return code
IF ( @ErrCode = @Success )
BEGIN
SET @ReturnCode = @Success
COMMIT TRAN
END
ELSE
BEGIN
SET @ReturnCode = @FailedExecution
ROLLBACK TRAN
END
|
| Location | SQL Server |
| Type | Table Definition |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.TrustAccount |
| Matches | 2 |
Table Definition | |
CREATE TABLE [dbo].[TrustAccount] ( [TrustAcctID] int NOT NULL ,[TrustAcct_Code] varchar(50) NOT NULL ,[TrustAcct_Desc] varchar(255) NOT NULL ,[TrustAcct_ShortDesc] varchar(10) NOT NULL ,[TrustAcct_BankInfoID_FK] int NOT NULL ,[TrustAcct_EFT_Receivables_CompanyCode] varchar(16) NULL ,[TrustAcct_EFT_AR_SubLedgerAcctCode] varchar(15) NULL ,[TrustAcct_AR_EFT_CustomerDatabase] varchar(255) NULL ,[TrustAcct_AR_EFT_BankDatabase] varchar(255) NULL ,[TrustAcct_EFT_Payables_CompanyCode] varchar(16) NULL ,[TrustAcct_EFT_AP_SubLedgerAcctCode] varchar(15) NULL ,[TrustAcct_AP_EFT_VendorDatabase] varchar(255) NULL ,[TrustAcct_AP_EFT_BankDatabase] varchar(255) NULL ,[TrustAcct_Active] bit NOT NULL ,[TrustAcct_SecBinValue] bigint NULL ,[TrustAcct_Default] bit NOT NULL ,[TrustAcct_SortOrder] int NULL ,[TrustAcct_ACCPAC_GLAcctCode] varchar(10) NULL ,[TrustAcct_ACCPAC_BankAcctCode] varchar(10) NULL ,[TrustAcct_AR_CustomerGroupCode] varchar(10) NULL ,[TrustAcct_TPA_UserID_FK] int NULL PRIMARY KEY [PK_TrustAccount] (TrustAcctID) INDEX [IX_TrustAccount] (TrustAcct_Code) ) |
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spNewACCPACMonthEndDetails |
| Matches | 6 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Created: Jan 23, 2006 ( cloned version )
-- Comments:
-- This stored procedure runs the final step in the "Month End Process" to:
-- Create summarize & move all invoice and statement details to the accounting system ACCPAC.
-- Called By:
-- Scheduled batch process.
-- Params:
-- I @PeriodStartDate - Period Start Date
-- I @RestartStepIn - job start step based on last run condition codes
-- O @ReturnCode - Standard Stored procedure return code
-- O @RestartStepOut - Next step to run ( last succesfully completed step + 1 if @ReturnCode <> Success, else 1 for new month the job )
-- Updated: Sep 23, 2003
-- Updated By: username Gnazdowsky
-- Comments:
-- Changed to unapplied payment since individual commission statements for each Agent within the Agency will
-- receive an AP Commission Payable Invoice, but a single commission payment amount ( summarized for all Agents
-- in a given accounting batch run ) will be generated at the Agency Vendor account level each month.
-- Updated: April 29, 2004
-- Updated By: username Gnazdowsky
-- Comments:
-- Returning correct current step # on failure of step, since that is the step that needs to be re-run and reported as the failure point!
-- Updated : June 17, 2004
-- Updated By : Mike Cooper
-- Comments : This stored procedure now directly modifies the RestartStep batch parameter.
-- We needed to this because output paramters are NOT resolved when a SQL error happens
-- and we loose what step we were on.
-- Removed @RestartStepOut parameter
-- Updated: July 5, 2005
-- Updated By: username Gnazdowsky
-- Comments:
-- Added batch sub-type to input parameters to allow for creation of different payment batch types based on premium or ASO Claims ( Issue # 2976 )
-- Updated: Jan 23, 2006
-- Updated By: username Gnazdowsky
-- Split and renamed stored procedures for standards compliance.
-- This job creates details on ACCPAC server following restored of TestDB7 database locally.
-- Application layer runs:
-- Step 1 - 5: run spNewMonthEndPayments ( connected to T7 dsn )
-- Step 6: backup Sprinboard7 database on master SQL server
-- Step 7: copy backup filename to local hard drive then run Master.dbo.spRestoreTestDB7Database ( using native SQL connection to Master dB on ACCPAC server )
-- delete backup files on successful restore ( disc space management )
-- Step 8: run spSQLResetDatabaseUsersAndRoles to reset local TestDB7 mandatory login accounts and roles
-- Step 9+: run this stored procedure spNewACCPACMonthEndDetails ( connected to T7ACCPAC dsn )
-- Updated: Feb 25, 2008
-- Udpated By: username Gnazdowsky
-- Comments:
-- Added 2 steps ( 25 & 26 ) to create Association direct deposit header & details ( Issue # 1896 )
-- Reordered subsequent step numbers.
-- Updated: Apr 13, 2010
-- Updated By: username Gnazdowsky
-- Comments: ( Issue # 1896 )
-- Renamed spCreateACCPACVendorAdminChequeHeader & spCreateACCPACVendorAdminChequeDetails
-- To spCreateACCPACVendorAdminDirectDepositHeader & spCreateACCPACVendorAdminDirectDepositDetails
-- Changed to Direct Deposit for Admin account instead of generating cheque payment
-- Updated: Aug 26, 2014
-- Updated By: username Gnazdowsky
-- Comments: ( Issue # 10023 )
-- Added steps to run spCreateACCPACVendorAdminChequeHeader & spCreateACCPACVendorAdminChequeDetails
-- Depending on the system, this will create Cheques vs Direct Deposit for the Admin account based on CommissionPayment type generated
-- Updated: May 21, 2015
-- Updated By: username Gnazdowsky
-- Comments: ( Issue 10338 )
-- By-pass creation of Carrier payments ( only SSQ stop loss at this time, now paid by online bank transfer )
CREATE PROCEDURE [dbo].[spNewACCPACMonthEndDetails]
@PeriodStartDate datetime
, @ReturnCode int OUTPUT
AS
-- Required for heterogenius cross server transactions
SET ANSI_NULLS ON
SET ANSI_WARNINGS ON
SET XACT_ABORT ON
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True int
, @RestartStepIn int
, @RestartStepParamID int
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
SET @True = 1
SELECT
@RestartStepParamID = SysBatchParamID
,@RestartStepIn = SysBatchParam_InputValue
FROM
SystemBatch
INNER JOIN SystemBatchParameter ON SysBatchParam_SysBatchID_FK = SysBatchID
INNER JOIN InputParameter ON InputParamID= SysBatchParam_InputParamID_FK
WHERE
SysBatch_Code = 'MONTHEND_CREATEACCPACBATCHES'
AND InputParam_Name = 'RestartStep'
IF( @RestartStepIn IS NULL ) SET @RestartStepIn = 9
-- Goto restart step to begin processing
IF @RestartStepIn = 9 GOTO Step9
ELSE IF @RestartStepIn = 10 GOTO Step10
ELSE IF @RestartStepIn = 11 GOTO Step11
ELSE IF @RestartStepIn = 12 GOTO Step12
ELSE IF @RestartStepIn = 13 GOTO Step13
ELSE IF @RestartStepIn = 14 GOTO Step14
ELSE IF @RestartStepIn = 15 GOTO Step15
ELSE IF @RestartStepIn = 16 GOTO Step16
ELSE IF @RestartStepIn = 17 GOTO Step17
ELSE IF @RestartStepIn = 18 GOTO Step18
ELSE IF @RestartStepIn = 19 GOTO Step19
ELSE IF @RestartStepIn = 20 GOTO Step20
ELSE IF @RestartStepIn = 21 GOTO Step21
ELSE IF @RestartStepIn = 22 GOTO Step22
ELSE IF @RestartStepIn = 23 GOTO Step23
ELSE IF @RestartStepIn = 24 GOTO Step24
ELSE IF @RestartStepIn = 25 GOTO Step25
ELSE IF @RestartStepIn = 26 GOTO Step26
ELSE IF @RestartStepIn = 27 GOTO Step27
ELSE IF @RestartStepIn = 28 GOTO Step28
ELSE IF @RestartStepIn = 29 GOTO Step29
ELSE IF @RestartStepIn = 30 GOTO Step30
ELSE IF @RestartStepIn = 31 GOTO Step31
ELSE IF @RestartStepIn = 32 GOTO Step32
-- Summarize and insert Customer Invoices ( receivables ) & Pre-Authorized Payment batches
Step9:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 9 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerInvoiceBatch @PeriodStartDate, 'INVOICE_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step10:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 10 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerInvoice @PeriodStartDate, 'INVOICE_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step11:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 11 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerInvoiceDetails @PeriodStartDate, 'INVOICE_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step12:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 12 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerPAPBatch @PeriodStartDate, 'PAP_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step13:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 13 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerPAPHeader @PeriodStartDate, 'PAP_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step14:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 14 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerPAPDetails @PeriodStartDate, 'PAP_BATCH', @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Summarize and insert Vendor Invoices ( commission payable )
Step15:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 15 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorInvoiceBatch @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step16:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 16 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorInvoice @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step17:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 17 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorInvoiceDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Summarize and insert Vendor Payments
Step18:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 18 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorPaymentBatch @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Pay Agents
Step19:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 19 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAgencyChequeHeader @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step20:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 20 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAgencyChequeDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step21:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 21 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAgencyDirectDepositHeader @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step22:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 22 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAgencyDirectDepositDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Pay Associations
Step23:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 23 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAssocChequeHeader @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step24:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 24 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAssocChequeDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step25:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 25 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAssocDirectDepositHeader @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step26:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 26 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAssocDirectDepositDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Pay Administrator
Step27:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 27 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAdminDirectDepositHeader @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step28:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 28 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAdminDirectDepositDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step29:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 29 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAdminChequeHeader @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
Step30:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 30 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAdminChequeDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Pay Carrier ( Cost Plus Commissions )
-- Temp by-pass creation of Carrier comission payments ( paid manually via online bank transfer )
Step31:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 31 WHERE SysBatchParamID = @RestartStepParamID
--EXEC spCreateACCPACVendorCarrierChequeHeader @PeriodStartDate, @ReturnCode OUTPUT
--IF( @ReturnCode <> @Success )
-- BEGIN
-- GOTO ErrorHandler
-- END
Step32:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 32 WHERE SysBatchParamID = @RestartStepParamID
--EXEC spCreateACCPACVendorCarrierChequeDetails @PeriodStartDate, @ReturnCode OUTPUT
IF( @ReturnCode = @Success )
BEGIN
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 1 WHERE SysBatchParamID = @RestartStepParamID
-- Bring system back online following successful month end ACCPAC processing
UPDATE GenericCodeset SET GenCode_Value = 'ONLINE' WHERE GenCode_Key = 'System_Status'
END
ErrorHandler:
-- Return next step to be executed when job is run again as @RestartStepIn
SET ANSI_WARNINGS ON
|
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerPAPHeader |
| Matches | 2 |
Stored Procedure | |
-- Author: username Gnazdowsky -- Contact: Draper Systems Inc. - http://www.drapersystems.com -- Created: August 27, 2003 -- Comments: -- This stored procedure creates all of the Customer ACCPAC Pre-Authorized Payment Headers for the given period -- Called By: -- spNewACCPACBatches -- Params: -- I @PeriodStartDate - Batch Period Start Date -- I @BatchSubType - Payment batch type -- O @ReturnCode - Standard stored procedure Return Code -- Updated: August 29, 2003 -- Updated By: username Gnazdowsky -- Comments: -- Changed to be unapplied cash payments -- Updated: July 5, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Added batch sub-type to input parameters to allow for creation of different payment batch types based on premium or ASO Claims ( Issue # 2976 ) -- Updated: Nov 29, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Filter regular monthly PAP firms if applicable to ASO only ( Issue # 3392 ) -- Updated: July 14, 2009 -- Updated By: username Gnazdowsky -- Comments: ( Issue # 3095 ) -- Changed call to PadLeft/Right to use local database instead of Master dB -- Updated: Aug 25, 2011 -- Updated By: username Gnazdowsky -- Comments: -- Revised query to SELECT DISTINT in order to fix issue with multiple bank info changes within same month end period CREATE PROCEDURE [dbo].[spCreateACCPACCustomerPAPHeader] @PeriodStartDate datetime , @BatchSubType varchar(50) , @ReturnCode int OUTPUT AS -- 1. Declare local variables and constants DECLARE @ErrCode int , @RowCount int , @Success int , @NotFound int , @FailedExecution int , @True bit , @False bit -- set ReturnCode constants SET @Success = 0 SET @NotFound = 1 SET @FailedExecution = 2 -- set local constants SET @True = 1 SET @False = 0 BEGIN TRAN -- Create PAP ACCPAC Customer receipt headers for current month charges ONLY INSERT INTO AGM_data.dbo.ARTCP SELECT DISTINCT ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCR_CODEPYMTYP' ) AS CODEPYMTYP , AcctBatch_Number AS CNTBTCH , CONVERT( int, Invoice_Number ) AS CNTITEM , 20 AS CNTLINE , REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE , REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS IDCUST , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVC , 1 AS CNTPAYM , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCP_TRXTYPE' ) AS TRXTYPE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCP_PYMTRESL' ) AS PYMTRESL , CAST( InvEFTReceipt_Amount AS decimal(10,3) ) AS AMTPAYM , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTERNDISC , 1 AS CNTLASTSEQ , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJTOT , 0 AS CNTADJ , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTADJ , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCP_GLREF' ) AS GLREF , dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDPPD , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDDOCMTCH , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCP_CDAPPLYTO' ) AS CDAPPLYTO , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDBADJTC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCRADJTC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCP_DOCTYPE' ) AS DOCTYPE FROM AccountingBatch , Invoice , InvoiceEFTReceipt , Firm LEFT OUTER JOIN FirmBank ON FirmBank_FirmID_FK = FirmID and @PeriodStartDate BETWEEN FirmBank_EffectiveDate AND ISNULL( FirmBank_ExpiryDate, '9999-12-31' ) WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR_RECEIPT' ) AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType ) AND InvEFTReceipt_AcctBatchID_FK = AcctBatchID AND InvEFTReceipt_InvoiceID_FK = InvoiceID AND Invoice_FirmID_FK = FirmID AND Firm_Billing_UsePAP = @True AND ( ( ISNULL( Firm_Billing_PAPonlyASO, @False ) = @False AND @BatchSubType = 'PAP_BATCH' ) OR @BatchSubType = 'ASO_PAP_BATCH' ) -- ORDER BY firmid -- Save the select statement @@ERROR and @@ROWCOUNT values in local -- variables before they are cleared. SELECT @ErrCode = @@ERROR -- 4. Set return code IF ( @ErrCode = @Success ) BEGIN SET @ReturnCode = @Success COMMIT TRAN END ELSE BEGIN SET @ReturnCode = @FailedExecution ROLLBACK TRAN END |
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerPAPDetails |
| Matches | 2 |
Stored Procedure | |
-- Author: username Gnazdowsky -- Contact: Draper Systems Inc. - http://www.drapersystems.com -- Created: August 27, 2003 -- Comments: -- This stored procedure creates all of the Customer ACCPAC Pre-Authorized Payment Details for the given period -- Called By: -- spNewACCPACBatches -- Params: -- I @PeriodStartDate - Batch Period Start Date -- I @BatchSubType - Payment batch type -- O @ReturnCode - Standard stored procedure Return Code -- Updated: August 29, 2003 -- Updated By: username Gnazdowsky -- Comments: -- Changed to be unapplied cash payments -- Updated: July 5, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Added batch sub-type to input parameters to allow for creation of different payment batch types based on premium or ASO Claims ( Issue # 2976 ) -- Updated: July 12, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Added auto-calculation of PAP process date for ASO Claim invoices ( Issue # 2976 ) -- Updated: Nov 29, 2005 -- Updated By: username Gnazdowsky -- Comments: -- Filter regular monthly PAP firms if applicable to ASO only ( Issue # 3392 ) -- Updated: Mar 28, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Revised Batch Header update to handle multiple Trust Accounts ( Issue # 3535 ) CREATE PROCEDURE [dbo].[spCreateACCPACCustomerPAPDetails] @PeriodStartDate datetime , @BatchSubType varchar(50) , @ReturnCode int OUTPUT AS -- 1. Declare local variables and constants DECLARE @ErrCode int , @RowCount int , @Success int , @NotFound int , @FailedExecution int , @True bit , @False bit , @BatchNumber int , @ItemNumber int , @ReceiptNumber int , @InvoiceTotal decimal(10,3) , @InvoiceCount int , @ASOPaymentBatch varchar(50) , @ASOBankPAPDays int , @AcctBatchID int -- set ReturnCode constants SET @Success = 0 SET @NotFound = 1 SET @FailedExecution = 2 -- set local constants SET @True = 1 SET @False = 0 SET @ASOBankPAPDays = ( SELECT CAST( GenCode_Value AS Int ) FROM GenericCodeSet WHERE GenCode_Key = 'ASO_Bank_PAP_Advance_Days' ) SET @ASOPaymentBatch = 'ASO_PAP_BATCH' BEGIN TRAN -- Create PAP ACCPAC Customer receipt details for current charges ONLY DECLARE Monthly_Payment_Batch CURSOR FOR SELECT AcctBatch_Number AS CNTBTCH , CONVERT( int, Invoice_Number ) AS CNTITEM FROM AccountingBatch , Invoice , InvoiceEFTReceipt WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR_RECEIPT' ) AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType ) AND InvEFTReceipt_AcctBatchID_FK = AcctBatchID AND InvEFTReceipt_InvoiceID_FK = InvoiceID OPEN Monthly_Payment_Batch FETCH NEXT FROM Monthly_Payment_Batch INTO @BatchNumber, @ItemNumber SET @ReceiptNumber = 1 -- starting receipt number WHILE @@FETCH_STATUS = @Success BEGIN INSERT INTO AGM_data.dbo.ARTCR SELECT DISTINCT ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCR_CODEPYMTYP' ) AS CODEPYMTYP , @BatchNumber AS CNTBTCH , @ItemNumber AS CNTITEM , REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE , REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG -- , @ReceiptNumber AS IDRMIT , 0 AS IDRMIT , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS IDCUST , DATERMIT= CASE WHEN @BatchSubType = @ASOPaymentBatch THEN CONVERT( char(8), REPLACE( CONVERT( char(10), DATEADD( day, @ASOBankPAPDays, AcctBatch_PeriodEndDate ), 120 ), '-', '' ) ) ELSE CONVERT( char(6), REPLACE( ( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) ) + '0' + CONVERT( char(1), ISNULL( FirmBank_PaymentDayOfMonth, '1' ) ) END , CONVERT( varchar(30), 'Firm # ' + Firm_Number + ' ' + CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ) + ' PAP Payment' ) AS TEXTRMIT , CONVERT( varchar(30), Firm_Name ) AS NAMERMIT , CAST( ROUND( InvEFTReceipt_Amount, 2 ) AS decimal(10,3) ) AS AMTRMIT , CAST( ROUND( InvEFTReceipt_Amount, 2 ) AS decimal(10,3) ) AS AMTRMITTC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS RATEXCHTC , @False AS SWRATETC , 1 AS CNTPAYMETR , CAST( ROUND( InvEFTReceipt_Amount, 2 ) AS decimal(10,3) ) AS AMTPAYMTC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISCTC , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'ARTCR_CODEPAYM' ) AS CODEPAYM , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ) AS CODECURN , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCR_RATETYPEHC' ) AS RATETYPEHC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_EXCHANGERATE' ) AS decimal(8,7) ) AS RATEEXCHHC , @False AS SWRATEHC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'ARTCR_RMITTYPE' ) AS int ) AS RMITTYPE , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'ARTCR_DOCTYPE' ) AS int ) AS DOCTYPE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDAUTOCASH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS IDAUTOMTCH , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDINVCMTCH -- , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'INVOICE_PREFIX' ), 1, 3 ) + master.dbo.PADLEFT( 12, 0, CONVERT( varchar(12), Invoice_Number ) ) AS IDINVCMTCH , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPOMTCH , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDORDRMTCH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CODEDSPLY , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS CODEDPLYSQ , 1 AS CNTLSTLINE , CONVERT( CHAR(4), AcctBatch_PeriodStartDate, 120 ) AS FISCYR , SUBSTRING( CONVERT( CHAR(7), AcctBatch_PeriodStartDate, 120 ), 6, 2 ) AS FISCPER , CONVERT( varchar(30), Firm_Name ) AS TEXTPAYOR , REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATETC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_RATETYPE' ) AS RTETYPETC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJENT , REPLACE( ( CONVERT( CHAR(10), AcctBatch_PeriodStartDate, 120 ) ), '-', '' ) AS DATERATEHC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARTCR_PAYMTYPE' ) AS PAYMTYPE , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS REMUNAPLTC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS REMUNAPL , CAST( InvEFTReceipt_Amount AS decimal(10,3) ) AS AMTRMITHC , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS DOCNBR , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTADJHC , 1 AS OPERBANK , 1 AS OPERCUST , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDISCHC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDBADJHC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCRADJHC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTDBADJTC , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCRADJTC FROM AccountingBatch , Invoice , InvoiceEFTReceipt , Firm LEFT OUTER JOIN FirmBank ON FirmBank_FirmID_FK = FirmID and @PeriodStartDate BETWEEN FirmBank_EffectiveDate AND ISNULL( FirmBank_ExpiryDate, '9999-12-31' ) WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR_RECEIPT' ) AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType ) AND InvEFTReceipt_AcctBatchID_FK = AcctBatchID AND InvEFTReceipt_InvoiceID_FK = InvoiceID AND Invoice_FirmID_FK = FirmID AND Firm_Billing_UsePAP = @True AND ( ( ISNULL( Firm_Billing_PAPonlyASO, @False ) = @False AND @BatchSubType = 'PAP_BATCH' ) OR @BatchSubType = 'ASO_PAP_BATCH' ) AND AcctBatch_Number = @BatchNumber AND Invoice_Number = @ItemNumber SET @ReceiptNumber = @ReceiptNumber + 1 FETCH NEXT FROM Monthly_Payment_Batch INTO @BatchNumber, @ItemNumber END CLOSE Monthly_Payment_Batch DEALLOCATE Monthly_Payment_Batch -- Update Invoice Batch Totals for each PAP batch DECLARE PAPBatches CURSOR LOCAL FAST_FORWARD FOR SELECT AcctBatchID FROM AccountingBatch WHERE @PeriodStartDate = AcctBatch_PeriodStartDate AND AcctBatch_Type_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = 'AR_RECEIPT' ) AND AcctBatch_SubType_AcctXrefID_FK = ( SELECT AcctXrefID FROM AccountingXref WHERE AcctXref_Code = @BatchSubType ) OPEN PAPBatches FETCH NEXT FROM PAPBatches INTO @AcctBatchID WHILE @@FETCH_STATUS = @Success BEGIN SELECT @InvoiceTotal = SUM( AGM_data.dbo.ARTCR.AMTRMIT ) , @InvoiceCount = COUNT (*) FROM AGM_data.dbo.ARTCR , AccountingBatch WHERE AcctBatchID = @AcctBatchID AND AGM_data.dbo.ARTCR.CNTBTCH = AcctBatch_Number UPDATE AGM_data.dbo.ARBTA SET AGM_data.dbo.ARBTA.FUNCAMOUNT = @InvoiceTotal , AGM_data.dbo.ARBTA.AMTENTER = @InvoiceTotal , AGM_data.dbo.ARBTA.CNTENTER = @InvoiceCount , AGM_data.dbo.ARBTA.CNTLASTITM = @InvoiceCount FROM AGM_data.dbo.ARBTA , AccountingBatch WHERE AcctBatchID = @AcctBatchID AND AGM_data.dbo.ARBTA.CNTBTCH = AcctBatch_Number FETCH NEXT FROM PAPBatches INTO @AcctBatchID END CLOSE PAPBatches DEALLOCATE PAPBatches -- Save the select statement @@ERROR and @@ROWCOUNT values in local -- variables before they are cleared. SELECT @ErrCode = @@ERROR -- 4. Set return code IF ( @ErrCode = @Success ) BEGIN SET @ReturnCode = @Success COMMIT TRAN END ELSE BEGIN SET @ReturnCode = @FailedExecution ROLLBACK TRAN END |
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spCreateACCPACCustomerAccounts |
| Matches | 5 |
Stored Procedure | |
-- Author: username Gnazdowsky -- Contact: Bits n' Bytes Inc. - http://www.bitsnbytes.com -- Created: April 29, 2004 -- Comments: -- This stored procedure will create any new ACCPAC Customer accounts based on active Firms in the Admin system -- This process MUST run prior to month end processing of ACCPAC data at a minimum and as such is explicitely -- called as step 0 in the spNewACCPACBatches process via spNewACCPACAccounts -- Called By: -- spNewACCPACAccounts ( runs nightly and as first step prior to processing month end accounting batch ) -- Params: -- O @ReturnCode - Standard stored procedure Return Code -- Updated: June 14, 2006 -- Updated By: username Gnazdowsky -- Comments: -- Revised to use unique Accounting System "Customer Group" information from linked Trust Account for each Firm. ( Issue # 3839 ) CREATE PROCEDURE [dbo].[spCreateACCPACCustomerAccounts] @ReturnCode int OUTPUT AS -- 1. Declare local variables and constants DECLARE @ErrCode int , @RowCount int , @Success int , @NotFound int , @FailedExecution int , @True bit , @False bit , @DefCustGroup varchar(10) -- set ReturnCode constants SET @Success = 0 SET @NotFound = 1 SET @FailedExecution = 2 -- Set local constants SET @True = 1 SET @False = 0 SET @DefCustGroup = ( SELECT TrustAcct_AR_CustomerGroupCode FROM TrustAccount WHERE TrustAcct_Default = @True ) BEGIN TRAN -- Insert New Active Firm Customer accounts into target ACCPAC tables INSERT INTO AGM_data.dbo.ARCUS SELECT SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) AS IDCUST , REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS AUDTDATE , REPLACE( ( CONVERT( CHAR(8), GETDATE(), 108 ) ), ':', '' ) AS AUDTTIME , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER' ), 1, 8 ) AS AUDTUSER , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TARGET_SYSTEM_USER_ORG' ), 1, 8 ) AS AUDTORG , SUBSTRING( Firm_Name, 1, 10 ) AS TEXTSNAM , SUBSTRING( ISNULL( TrustAcct_AR_CustomerGroupCode, @DefCustGroup ), 1, 8 ) AS IDGRP , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDNATACCT , @True AS SWACTV , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINAC , REPLACE( ( CONVERT( CHAR(10), GETDATE(), 120 ) ), '-', '' ) AS DATELASTMN , @False AS SWHOLD , REPLACE( ( CONVERT( CHAR(10), ( SELECT MIN( FirmStatHist_EffectiveDate ) FROM FirmStatusHistory, viewStatus WHERE FirmStatHist_FirmID_FK = Firm.FirmID AND FirmStatHist_StatusID_FK = viewStatus.StatusID AND viewStatus.Status_Code IN ( 'APPROVED', 'UNDERWR' ) ), 120 ) ), '-', '' ) AS DATESTART , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDPPNT , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODEDAB , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODEDABRTG , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEDAB , SUBSTRING( Firm_Name, 1, 30 ) AS NAMECUST , SUBSTRING( Address1, 1, 30 ) AS TEXTSTRE1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTSTRE4 , SUBSTRING( Addr_Municipality, 1, 20 ) AS NAMECITY , SUBSTRING( ProvState_Code, 1, 20 ) AS CODESTTE , REPLACE( ( SUBSTRING( Addr_PostalZipCode, 1, 15 ) ), ' ', '' ) AS CODEPSTL , SUBSTRING( Country_Desc, 1, 20 ) AS CODECTRY , ISNULL( ( SUBSTRING( ( SELECT FullName FROM FirmContactName, viewName, Position WHERE FirmContName_FirmID_FK = Firm.FirmID AND FirmContName_NameID_FK = viewName.NameID AND FirmContName_PositionID_FK = PositionID AND Position_Code = 'ADMIN' AND FirmContName_ExpiryDate IS NULL ), 1, 30 ) ), 'Invalid Data Conversion' ) AS NAMECTAC , ISNULL( ( REPLACE( ( REPLACE( ( SUBSTRING( PhoneNumber.FirmContType_Desc, 1, 14 ) ), '(', '' ) ), ') ', '-' ) ), '' ) AS TEXTPHON1 , ISNULL( ( REPLACE( ( REPLACE( ( SUBSTRING( FaxNumber.FirmContType_Desc, 1, 14 ) ), '(', '' ) ), ') ', '-' ) ), '' ) AS TEXTPHON2 , SUBSTRING( ProvState_Code, 1, 20 ) AS CODETERR , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'IDACCTSET' ), 1, 6 ) AS IDACCTSET , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDAUTOCASH , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_IDBILLCYCL' ), 1, 6 ) AS IDBILLCYCL , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_IDSVCCHRG' ), 1, 6 ) AS IDSVCCHRG , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDDLNQ , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CURRENCY_CODE' ), 1, 3 ) AS CODECURN , @False AS SWPRTSTMT , @False AS SWPRTDLNQ , @False AS SWBALFWD , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_CODETERM' ), 1, 6 ) AS CODETERM , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_IDRATETYPE' ), 1, 2 ) AS IDRATETYPE , SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'TAXGROUP' ), 1, 6 ) AS CODETAXGRP , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI4 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDTAXREGI5 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'TAXCLASS' ) AS int ) AS TAXSTTS1 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS2 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS3 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS4 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS int ) AS TAXSTTS5 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTCRLIMT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALDUET , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALDUEH , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTST , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTSTT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTSTH , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' )AS DTBEGBALFW , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALFWDT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALFWDH , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' )AS DTLASTRVAL , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALLARV , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTOPENINV , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS CNTINVPAID , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_NUMBER' ) AS decimal(4,0) ) AS DAYSTOPAY , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINVCHI , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEBALHI , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEINVHIL , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEBALHIL , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTAC , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTIV , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTCR , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTDR , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTPA , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTDI , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTAD , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTWR , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTRI , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTIN , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATELASTDQ , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDINVCHI , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS IDINVCHILY , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHIT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHIT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHILT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHILT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTIVT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTCRT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDRT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTPYT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDIT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTADT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTWRT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTRIT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTINT , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHIH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHIH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTINVHILH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTBALHILH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTIVH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTCRH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDRH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTPYH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTDIH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTADH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTWRH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTRIH , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTLASTINH , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP4 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODESLSP5 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT1 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT2 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT3 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT4 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DECIMAL' ) AS decimal(5,5) ) AS PCTSASPLT5 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL2 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL3 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL4 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL5 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS TEXTOPFL6 , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS DATEOPFL1 , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTOPFL1 , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PRICLIST , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_CUSTTYPE' ) AS int ) AS CUSTTYPE , CAST( ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CURRENCY' ) AS decimal(10,3) ) AS AMTPDUE , ISNULL( SUBSTRING( PrimeEmail.FirmContType_Desc, 1, 50 ), '' ) AS EMAIL1 , ISNULL( SUBSTRING( AltEmail.FirmContType_Desc, 1, 50 ), '' ) AS EMAIL2 , ISNULL( SUBSTRING( Website.FirmContType_Desc, 1, 100 ), '' ) AS WEBSITE , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_BILLMETHOD' ) AS int ) AS BILLMETHOD , CONVERT( binary, ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_CCNUMBER' ) ) AS CCNUMBER , ( SELECT AcctXref_TargetCode FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_DATE' ) AS CCEXP , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CCNAME , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS CODPAYMTYP , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS FOB , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPVIACODE , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS SHPVIADESC , CAST( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'ARCUS_DELMETHOD' ) AS int ) AS DELMETHOD , ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'DEFAULT_CHAR' ) AS PRIMSHIPTO FROM Firm LEFT OUTER JOIN ClaimSecureGroup ON Firm_CSGrpID_FK = CSGrpID LEFT OUTER JOIN TrustAccount ON CSGrp_TrustAcctID_FK = TrustAcctID LEFT OUTER JOIN FirmContactType AS PhoneNumber ON PhoneNumber.FirmContType_FirmID_FK = Firm.FirmID AND PhoneNumber.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'BUSTEL' ) AND PhoneNumber.FirmContType_ExpiryDate IS NULL LEFT OUTER JOIN FirmContactType AS FaxNumber ON FaxNumber.FirmContType_FirmID_FK = Firm.FirmID AND FaxNumber.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'BUSFAX' ) AND FaxNumber.FirmContType_ExpiryDate IS NULL LEFT OUTER JOIN FirmContactType AS PrimeEmail ON PrimeEmail.FirmContType_FirmID_FK = Firm.FirmID AND PrimeEmail.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'PRIMEEMAIL' ) AND PrimeEmail.FirmContType_ExpiryDate IS NULL LEFT OUTER JOIN FirmContactType AS AltEmail ON AltEmail.FirmContType_FirmID_FK = Firm.FirmID AND AltEmail.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'ALTEMAIL1' ) AND AltEmail.FirmContType_ExpiryDate IS NULL LEFT OUTER JOIN FirmContactType AS Website ON Website.FirmContType_FirmID_FK = Firm.FirmID AND Website.FirmContType_ContTypeID_FK = ( SELECT ContTypeID FROM ContactType WHERE ContType_Code = 'WEBURL' ) AND Website.FirmContType_ExpiryDate IS NULL , FirmAddress , viewAddress , AddressType , viewCurrentFirmStatus WHERE FirmStatHist_FirmID_FK = Firm.FirmID AND Status_Code NOT IN ( 'TERM', 'DECLINED', 'NOTPROC' ) AND SUBSTRING( ( SELECT RTRIM( AcctXref_TargetCode ) FROM AccountingXref WHERE AcctXref_Code = 'CUSTOMER_PREFIX' ) + LTRIM( RTRIM( Firm_Number ) ), 1, 12 ) NOT IN ( SELECT IDCUST FROM AGM_data.dbo.ARCUS ) AND FirmAddr_FirmID_FK = Firm.FirmID AND FirmAddr_AddrID_FK = viewAddress.AddrID AND FirmAddr_AddrTypeID_FK = AddrTypeID AND AddrType_Code = 'BUSINESS' AND FirmAddr_ExpiryDate IS NULL -- Save the select statement @@ERROR and @@ROWCOUNT values in local -- variables before they are cleared. SELECT @ErrCode = @@ERROR -- 4. Set return code IF ( @ErrCode = @Success ) BEGIN SET @ReturnCode = @Success COMMIT TRAN END ELSE BEGIN SET @ReturnCode = @FailedExecution ROLLBACK TRAN END |
| Location | SQL Server |
| Type | Stored Procedure |
| Host | database4 |
| Filepath or Database | TestDB7 |
| Document | dbo.spNewACCPACAccounts |
| Matches | 1 |
Stored Procedure | |
-- Author: username Gnazdowsky
-- Contact: Bits n' Bytes Inc. - http://www.bitsnbytes.com
-- Created: April 29, 2004
-- Comments:
-- This stored procedure runs the nightly admin system to ACCPAC system resync process to:
-- 1) Create Customer ( Firm ) accounts
-- 2) Create Vendor ( Agency &/or Association ) accounts
-- 3) Resynchronizes PAP setting based on admin Firm status changes
--
-- Notes:
-- Due to MS SQL server issues, the portion of this job that needs to update the EFT MS Access databases is run as a separate
-- step by executing several script files as SQL Query Analyzer batch command line processes to:
-- 1) Create EFT accounts & EFT banking information ( where applicable for firms on PAP )
-- 2) Create EFT accounts & EFT banking information ( where applicable for Agencies on Direct Deposit )
-- 3) Update EFT banking information for changes to bank accounts in the Admin system
-- Called By:
-- Scheduled batch process.
-- Params:
-- I @RestartStepIn - job start step based on last run condition codes
-- O @ReturnCode - Standard Stored procedure return code
-- O @RestartStepOut - Next step to run ( last succesfully completed step + 1 if @ReturnCode <> Success, else 1 for new month the job )
-- Updated : Oct 12, 2004
-- Updated By: username Gnazdowsky
-- Comments:
-- This stored procedure now directly modifies the RestartStep batch parameter.
-- Also removed direct updates to EFT files via stored procedures ... now executed via Query Analyzer command line script files.
-- Updated: Jan 18, 2006
-- Updated By: username Gnazdowky
-- Comments:
-- Reset steps to go from step 4 through 8. Next step on output set to 9.
CREATE PROCEDURE [dbo].[spNewACCPACAccounts]
@ReturnCode int OUTPUT
AS
-- Set txn rollback parameter for cross server control
SET XACT_ABORT ON
SET ANSI_WARNINGS ON
SET ANSI_NULLS ON
-- 1. Declare local variables and constants
DECLARE @ErrCode int
, @RowCount int
, @Success int
, @NotFound int
, @FailedExecution int
, @True int
, @RestartStep int
, @RestartStepParamID int
-- set ReturnCode constants
SET @Success = 0
SET @NotFound = 1
SET @FailedExecution = 2
SET @True = 1
-- Initialize Restart step in
SELECT
@RestartStepParamID = SysBatchParamID
,@RestartStep = SysBatchParam_InputValue
FROM
SystemBatch
INNER JOIN SystemBatchParameter ON SysBatchParam_SysBatchID_FK = SysBatchID
INNER JOIN InputParameter ON InputParamID= SysBatchParam_InputParamID_FK
WHERE
SysBatch_Code = 'DAILY_RESYNCACCPACACCOUNTS'
AND InputParam_Name = 'RestartStep'
IF @RestartStep IS NULL SET @RestartStep = 4
-- Goto restart step to begin processing
IF @RestartStep = 4 GOTO Step4
ELSE IF @RestartStep = 5 GOTO Step5
ELSE IF @RestartStep = 6 GOTO Step6
ELSE IF @RestartStep = 7 GOTO Step7
ELSE IF @RestartStep = 8 GOTO Step8
-- Create all new ACCPAC Customer Accounts
Step4:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 4 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACCustomerAccounts @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Create all new ACCPAC Vendor Accounts
Step5:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 5 WHERE SysBatchParamID = @RestartStepParamID
EXEC spCreateACCPACVendorAccounts @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Resynchronize all PAP settings in T7 and ACCPAC SQL databases based on Firm status changes
Step6:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 6 WHERE SysBatchParamID = @RestartStepParamID
EXEC spSetFirmPAPAccountStatus @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Apply Customer ( Firm ) name or address updates to ACCPAC
Step7:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 7 WHERE SysBatchParamID = @RestartStepParamID
EXEC spSetFirmACCPACAccount @ReturnCode OUTPUT
IF( @ReturnCode <> @Success )
BEGIN
GOTO ErrorHandler
END
-- Apply Vendor ( Agency or Association ) name or address updates to ACCPAC
Step8:
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 8 WHERE SysBatchParamID = @RestartStepParamID
EXEC spSetVendorACCPACAccount @ReturnCode OUTPUT
IF( @ReturnCode = @Success )
UPDATE SystemBatchParameter SET SysBatchParam_InputValue = 9 WHERE SysBatchParamID = @RestartStepParamID
ErrorHandler:
-- Return next step to be executed when job is run again as @RestartStepIn
|
| Search Category: | Report Utilities |
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Parameter Fields.rpt |
| Matches | 35 |
Crystal Report | |
Report Information
Version: 11.0
Title: Parameter Fields
Printer: Unknown/Not Set
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_ado.dll
Database Name: Xtreme2005DB
Database Type: OLE DB (ADO)
Server: CRMIGRATION\SQLExpress
Properties: QE_LogonProperties
Auto Translate: -1
Connect Timeout: 15
Data Source: CRMIGRATION\SQLExpress
General Timeout: 0
Initial Catalog: Xtreme2005DB
Integrated Security: True
Locale Identifier: 4105
OLE DB Services: -5
Provider: SQLOLEDB
Tag with column collation when possible: 0
Use DSN Default Properties: False
Use Encryption for Data: 0
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Date Range
Data Type: Date
Description: Choose Order Date
List Type: Static
Minimum Value: 2000-01-01 12:00:00 AM
Maximum Value: 2000-12-31 12:00:00 AM
Parameter: Region
Data Type: String
Description: Select Region(s) to include
List Type: Static
List Values: Abu Dhabi
AL
Alsace
Ankara
Aquitaine
AR
Auckland
Auvergne
Avon
AZ
Bangkok
Basse Normandie
Bayern
BC
Belo Horizonte
Berkshire
Berlin
Bourgogne
Bridgetown
Brussels
Bucharesti
Budapest
CA
Cairo
Cambridgeshire
Canterbury
Cantons
Castries
Centre
Champagne-Ardenne
CO
Co Durham
County Antrim
CT
Cundinamarca
DC
DE
Devon
Dhaka
Distrito Federal
Dorset
Dublin
Eastern Province
Evia Evvoia
FL
GA
Gauteng (PWV)
Greater London
Greater Manchester
Guangdong
Guerrero
Hamilton
Hampshire
Hanoi
Haute Normandie
Hiroshima username
Hong Kong
Hyogo username
IA
ID
IL
Ile de France
Île-de-France
Islamabad
Jaemtland
Jalisco
Jawa Bara West Java
Jutland
Kanagawa username
Kathmandu
usernamet
Kiev
Kingston
KS
Kuala Lumpur
KY
LA
La Paz
Languedoc-Roussillon
Lazio
Lima
Lisbon
Lombardia
Lorraine
Lothian
Luxembourg
MA
Madrid
Managua
Manila Metropolitan Area
MB
MD
ME
Mendoza
MI
Midi-Pyrénées
MN
MO
Moscow
MS
MT
Nairobi
NC
ND
NE
New Delhi
New Providence
New South Wales
NH
NJ
NM
Noord Holland
Nord Pas-de-Calais
Nordrhein-Westfalen
Nottinghamshire
NS
NV
NY
OH
OK
ON
OR
PA
Panama
Picardie
Pichincha
Piedmonte
Poitou Charentes
PQ
Prague
Provence-Alpes-Côte d’Azur
Providencia
Queensland
Quintana Roo
Rhône-Alpes
RI
Rio de Janeiro
Rio Grande do Sul
Rogaland
Salzkammergut
San José
Santo Domingo
São Paulo
SC
Schleswig-Holstein
SD
Shanghai
Sichuan
Sinaloa
Singapore
South Glamorgan
St. George
Taipei
Taranaki
Tasmania
Tel Aviv
Tianjin
TN
Tokyo To
Tortola
TX
Ulaanbaatar
UT
Uusimaa
VA
Victoria
VT
WA
Waikato
Warsaw
Wellington
West Midlands
West Yorkshire
Western Australia
WI
WV
Default Values: Abu Dhabi
AL
Alsace
Ankara
Aquitaine
AR
Auckland
Parameter: Customer Name
Data Type: String
Description: Enter full or partial Customer name (? = one character, * = rest of name)
List Type: Static
Default Values: *a*
Parameter: Order Level
Data Type: Number
Description: Highlight orders over this amount
List Type: Static
Default Values: 2500
Parameter: Summary Only
Data Type: Boolean
Description: Display summary information only
List Type: Static
List Values: False - No
True - Yes
Default Values: False
Parameter: Group By
Data Type: String
Description: Group report by Country or Region
List Type: Static
List Values: Country
Region
Default Values: Region
Tables
Table: Xtreme2005DB.dbo.Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: Xtreme2005DB.dbo.Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Order Date} : DateTime
Table Links
Joins: Xtreme2005DB.dbo.Customer LEFT OUTER JOIN Xtreme2005DB.dbo.Orders ON Xtreme2005DB.dbo.Customer.[Customer ID] = Xtreme2005DB.dbo.Orders.[Customer ID]
Record Selection Formulas
Formula: {Customer.Customer Name} like {?Customer Name} and
{Customer.Region} = {?Region} and
{Orders.Order Date} = {?Date Range}
Record Sorting
Sort By: @Group By -- Ascending Order Group #1
Customer.Region -- Ascending Order
Formula Fields
Field: Customer Name Header
Formula: // Look for wildcards in parameter field and display appropriate string
If {?Customer Name} = "*" Then
"All Customers"
Else
If Instr({?Customer Name},"?") > 0 or Instr({?Customer Name},"*") > 0 Then
// contains a wildcard
"Customers matching the pattern " + {?Customer Name}
Else
"Customer: " + {?Customer Name} //single customer
Field: Group By
Formula: If {?Group By} = "Country" Then {Customer.Country} Else {Customer.Region}
Field: Regions Chosen
Formula: // Shows the regions chosen in the multi-value ?Region parameter field
// using the Join function
// Join separates memers of an "array" (or multi-value parameter fiels),
// separating them with the specified delimiter
"Regions chosen: " + Join({?Region},", ") & Chr(13) &
"Date Range: " & Minimum({?Date Range}) & " - " & Maximum({?Date Range})
Summary Fields
Field: Order Amount
Formula: Sum ({Orders.Order Amount}, {@Group By})
Field: Order ID
Formula: Count ({Orders.Order ID}, {@Group By})
Field: Order Amount
Formula: Sum ({Orders.Order Amount})
Field: Order ID
Formula: Count ({Orders.Order ID})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: {@Regions Chosen}
Data Type: String
Text Fields
Text Field: Text1
Text: 2000 Ad-Hoc Order Report
Pictures
Picture: Picture4
Size: 286x107
Page Header
Section: Section a
Fields
Field: Field2
Data Source: {@Customer Name Header}
Data Type: String
Text Fields
Text Field: Text2
Text: Orders over {?Order Level} are highlighted
Suppression Formula: {?Summary Only}
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: {?Summary Only}
Text Fields
Text Field: Text3
Text: Customer Name
Text Field: Text4
Text: Region
Suppression Formula: {?Group By} = "Region"
Text Field: Text5
Text: Order ID
Text Field: Text6
Text: Order Amount
Text Field: Text7
Text: Order Date
Groups
Group: Group #1
Grouped By: {@Group By}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({@Group By})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Sum ({Orders.Order Amount}, {@Group By})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field10
Data Source: Count ({Orders.Order ID}, {@Group By})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text8
Text: orders
Text Field: Text9
Text: Subtotal:
Detail
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: {?Summary Only}
Condition: BackgroundColor
Formula: If {Orders.Order Amount} > {?Order Level} Then Silver Else NoColor
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field5
Data Source: {Customer.Region}
Data Type: String
Suppression Formula: {?Group By} = "Region"
Field: Field6
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: Field7
Data Source: {Orders.Order Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field8
Data Source: {Orders.Order Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: M/D/YYYY
Report Footer
Section: Section a
Fields
Field: Field11
Data Source: Count ({Orders.Order ID})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: Field12
Data Source: Sum ({Orders.Order Amount})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text10
Text: orders
Text Field: Text11
Text: Grand Total:
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\General Business\ |
| Document | World Sales Report.rpt |
| Matches | 70 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Comments: Top 5 Countries' Sales with pie chart. Drill down on Country of interest to view Country's Top 5 Regional Sales with pie chart. Drill down on Region of interest to view Region's City Sales with pie chart. Drill down on City of interest to view City's Company Sales.
Title: World Sales Report
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Order Date} : Date
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Record Selection Formulas
Formula: {Customer.Last Year's Sales}>0
Record Sorting
Sort By: Sum of (Customer.Last Year's Sales, Customer.Country) -- Top N Order
Sum of (Customer.Last Year's Sales, Customer.Region) -- Top N Order
Customer.City -- Ascending Order Group #3
Customer.Customer Name -- Ascending Order Group #4
Orders.Order Date -- Ascending Order
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Customer Name})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.City})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Region})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: World Sales Report
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 0
Text Fields
Text Field: Text2
Text: Top 5 Countries' Sales
Text Field: Text3
Text: Total Sales
Text Field: Text32
Text: Country
Charts
Chart: Graph1
Chart Type: Pie
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Country)
Evaluate On: Customer.Country
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 0
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 1
Section: Section a
Text Fields
Text Field: Text7
Text: State
Text Field: Text8
Text: Total Sales
Text Field: Text31
Text: Sales for {Customer.Country}
Charts
Chart: Graph5
Chart Type: Bar
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Region)
Evaluate On: Customer.Region
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: //drilldowngrouplevel <> 0
Fields
Field: Field15
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: Field3
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group: Group #2
Grouped By: {Customer.Region}
Group Header
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 2
Section: Section a
Text Fields
Text Field: Text35
Text: Sales for {Customer.Region}
Text Field: Text34
Text: Total Sales
Text Field: Text33
Text: City
Charts
Chart: Graph3
Chart Type: Pie
Show value(s): Sum of (Customer.Last Year's Sales, Customer.City)
Evaluate On: Customer.City
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 1
Fields
Field: Field12
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Field13
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group: Group #3
Grouped By: {Customer.City}
Group Header
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 3
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: GroupNumber>1 and drilldowngrouplevel <> 3
Text Fields
Text Field: Text11
Text: Sales for {Customer.City}
Text Field: Text36
Text: Total Sales
Text Field: Text37
Text: Customer Name
Charts
Chart: Graph4
Chart Type: Pie
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Customer Name)
Evaluate On: Customer.Customer Name
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: GroupNumber>1 and drilldowngrouplevel <> 2
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 2
Fields
Field: Field9
Data Source: GroupName ({Customer.City})
Data Type: String
Field: Field10
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.City})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group: Group #4
Grouped By: {Customer.Customer Name}
Group Header
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 4
Section: Section a
Text Fields
Text Field: Text13
Text: Sales for {Customer.Customer Name}
Text Field: Text14
Text: Order Date
Text Field: Text15
Text: Order Amount
Charts
Chart: Graph6
Chart Type: Bar
Show value(s): Sum of (Orders.Order Amount, Orders.Order Date, "Daily")
Evaluate On: Orders.Order Date
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 3
Fields
Field: Field7
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Customer Name})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field8
Data Source: {Customer.Customer Name}
Data Type: String
Detail
Section: Section a
Fields
Field: Field5
Data Source: {Orders.Order Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field6
Data Source: {Orders.Order Date}
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Page Footer
Section: Section a
Fields
Field: Field16
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text4
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text5
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text6
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line4
Ends in Section: Section20
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Form Letter2.rpt |
| Matches | 57 |
Crystal Report | |
Report Information
Version: 11.0
Author: George Peck
Comments: Form letter demonstrating several techniques used for text and formula manipulation
Title: Form Letter
Printer: Brother DCP-7030 Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Ending Period
Data Type: String
List Type: Static
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Contact First Name} : String[62]
{Customer.Contact Last Name} : String[62]
{Customer.Contact Title} : String[12]
{Customer.Contact Position} : String[62]
{Customer.Last Year's Sales} : Number
{Customer.Address1} : String[122]
{Customer.Address2} : String[42]
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Selection Formulas
Formula: {Customer.Country} In ["USA", "Japan", "China", "Canada", "France", "Italy", "Australis"]
Formula Fields
Field: Contact Name
Formula: {Customer.Contact Title} & " " & {Customer.Contact First Name} & " " &
{Customer.Contact Last Name} & ", " & {Customer.Contact Position}
Field: City State Zip
Formula: {Customer.City} & ", " & {Customer.Region} & " " & {Customer.Postal Code}
Field: Salutation
Formula: "Dear " & {Customer.Contact Title} & " " &
{Customer.Contact Last Name} & ","
Field: First Line
Formula: "Thanks for purchasing " & ToText({Customer.Last Year's Sales},0) &
" in merchandise last year."
Field: Sales Goal
Formula: CurrencyVar Goal;
Select {Customer.Last Year's Sales}
Case 0 to 10000: //Boost sales to 25K + 20% of last years sales
Goal := {Customer.Last Year's Sales} * 1.2 + 25000
Case 10001 to 25000: //Boost sales to 25K + 15% of last years sales
Goal := {Customer.Last Year's Sales} * 1.15 + 25000
Case 25001 to 50000: //Boost sales by 25%
Goal := {Customer.Last Year's Sales} * 1.25
Default: // If over 50K last year, boost by 15%
Goal := {Customer.Last Year's Sales} * 1.15
Field: Contact Name Posessive
Formula: If Right({Customer.Contact Last Name},1) = "s" Then
{Customer.Contact Title} & " " & {Customer.Contact First Name} & " " & {Customer.Contact Last Name} & "'"
Else
{Customer.Contact Title} & " " & {Customer.Contact First Name} & " " & {Customer.Contact Last Name} & "'s"
Page Header
Section: Section a
Pictures
Picture: Picture10
Size: 764x883
Detail
Section: Section a
Fields
Field: PrintDate1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: Custom
Date Format: MMMM D, YYYY hh:mm:ss AM
Field: CustomerName1
Data Source: {Customer.Customer Name}
Data Type: String
Field: Address11
Data Source: {Customer.Address1}
Data Type: String
Field: ContactName1
Data Source: {@Contact Name}
Data Type: String
Pictures
Picture: Picture1
Size: 286x74
Section: Section b
Fields
Field: Address21
Data Source: {Customer.Address2}
Data Type: String
Section: Section c
Fields
Field: CityStateZip1
Data Source: {@City State Zip}
Data Type: String
Field: Salutation1
Data Source: {@Salutation}
Data Type: String
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: {Customer.Last Year's Sales} >= 25000
Text Fields
Text Field: Text3
Text: {@First Line} We truly appreciate your business, and trust that you found the quality of XTREME products to meet your expectations in every way.
However, we are concerned that orders from {Customer.Customer Name} didn't meet our coordinated goal of at least $25,000 last year.
We think that our products speak for themselves. And, we think when you look carefully at our line of high quality bicycles and accessories, you'll find that your customers will be happiest with XTREME products as well. So, as an incentive to increase sales of XTREME products in the coming year, we're doing two things:
F Extending {Customer.Customer Name} a 15 percent discount on new orders between now and the end of the year.
F Holding a special gift with {@Contact Name Posessive} name on it. As soon as sales this year exceed our agreed-upon goal of {@Sales Goal}, we'll put this gift right in the mail to you!
Together, we can work harder this year to not only improve our business relationship, but to provide your customers with the most fun, state-of-the-art, and reliable products in the industry!
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: {Customer.Last Year's Sales} < 25000
Text Fields
Text Field: Text4
Text: {@First Line} We truly appreciate your business, and trust that you found the quality of XTREME products to meet your expectations in every way.
Not only did you exceed our common $25,000 goal for last year, but you helped "spread the word" on XTREME quality and value.
We think that our products speak for themselves. And, we're glad that {Customer.Customer Name} recognizes this and passes the enthusiasm on to your customers. As thanks for your help in making last year the most successful in XTREME history, we're doing two things:
F Extending {Customer.Customer Name} a 10 percent discount on new orders between now and the end of the year.
F Putting in the mail a special gift with {@Contact Name Posessive} name on it. Look for it to arrive on your doorstep soon!
But, we're not resting here. We have aggressive goals for rolling out new, innovative products for the coming year. And, we are sharing our aggressive sales goals with our most successful dealers. We plan on working hard with you to attain sales of {@Sales Goal} during the coming year. Together, we can work harder this year to not only improve our business relationship, but to provide your customers with the most fun, state-of-the-art, and reliable products in the industry!
Section: Section f
Text Fields
Text Field: Text5
Text: Again, {Customer.Contact First Name}, thank you so much for your support and confidence in XTREME Mountain Bikes during the previous year. We're looking eagerly forward to continuing our great relationship into the future.
Sincerely,
Text Field: Text1
Text: Andrew Fuller
Vice President, Sales
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\General Business\ |
| Document | Order Processing Efficiency Dashboard.rpt |
| Matches | 53 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Comments: This report demonstrates the usage of Crystal's Custom Functions feature.
The report also utilizes Rich Text Format interpretation.
Subject: Custom Functions
Keywords: custom functions, parameters
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Customers
Data Type: String
Description: Choose a Customer:
List Type: Dynamic
Dynamic Field: Customer.Customer Name
Default Values: Wheel to Wheel
Westerly Sports
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Order Date} : DateTime
{Orders.Required Date} : DateTime
{Orders.Ship Date} : DateTime
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Record Selection Formulas
Formula: {Customer.Customer Name} in {?Customers}
and
{Orders.Order Date}>= date(2004,01,01)
and
{Orders.Order Date}<= date(2004,12,31)
Record Sorting
Sort By: @Group 1 -- Ascending Order Group #1
Customer.Customer Name -- Ascending Order Group #2
Orders.Order ID -- Ascending Order
Custom Functions
Function: cdStringParamDisplay
Code: Function cdStringParamDisplay (param () As String Range, title As String)
dim paramcount as number
dim increment as number
dim outputd as string
dim outputr as string
paramcount = count(param)
Do While paramcount > increment
increment = increment + 1
if maximum(param (increment)) <> minimum(param (increment)) _
then outputr = outputr + minimum(param (increment)) + " to " + maximum( param (increment)) + "\par " _
else outputd = outputd + minimum( param (increment)) + "\par " _
Loop
cdStringParamDisplay = "{\rtf1\ansi\ansicpg1252\deff0\deflang1033" + _
"{\fonttbl{\f0\fswiss\fprq2\fcharset0 Arial;}{\f1\fswiss\fcharset0 Arial;}}" + _
"{\colortbl ;\red0\green0\blue128;\red191\green165\blue125;}" + _
"\viewkind4\uc1\pard\cf1\b\f0\fs22 " + title + "\cf0\b0\f1\fs16\par" + _
"\par" + _
"\ul\b\fs16 Distinct Entries\ulnone\par" + _
"\cf2 " + _
"\par " + _
outputd + _
"\par " + _
"\cf0 " + _
"\ul\b Range Entries\ulnone\par " + _
"\par " + _
"\cf2 " + _
outputr + _
"}"
End Function
Function: cdDateTimeDiff
Code: Function (datetimevar startdate, datetimevar enddate)
if enddate - startdate > 0 then
(
numbervar ds:= (date(enddate) - date(startdate))*86400;
numbervar hs:= (hour(enddate) - hour(startdate))*3600;
numbervar ms:= (minute(enddate) - minute(startdate))*60;
numbervar ss:= second(enddate) - second(startdate);
numbervar ts:= ds+hs+ms+ss;
ds:= truncate(ts/86400);
hs:= truncate((remainder(ts,86400))/3600);
ms:= truncate((remainder(ts,3600))/60);
ss:= truncate(remainder(ts,60));
stringvar dsd;
stringvar hsd;
stringvar msd;
stringvar ssd;
if ds < 10 then dsd:= "0" + totext(ds,0,"") else dsd:= totext(ds,0,"");
if hs < 10 then hsd:= "0" + totext(hs,0,"") else hsd:= totext(hs,0,"");
if ms < 10 then msd:= "0" + totext(ms,0,"") else msd:= totext(ms,0,"");
if ss < 10 then ssd:= "0" + totext(ss,0,"") else ssd:= totext(ss,0,"");
stringvar display:= " " + dsd + ":" + hsd + ":" + msd + ":" + ssd;
)
else
(
numbervar ds:= (date(startdate) - date(enddate))*86400;
numbervar hs:= (hour(startdate) - hour(enddate))*3600;
numbervar ms:= (minute(startdate) - minute(enddate))*60;
numbervar ss:= second(startdate) - second(enddate);
numbervar ts:= ds+hs+ms+ss;
ds:= truncate(ts/86400);
hs:= truncate((remainder(ts,86400))/3600);
ms:= truncate((remainder(ts,3600))/60);
ss:= truncate(remainder(ts,60));
stringvar dsd;
stringvar hsd;
stringvar msd;
stringvar ssd;
if ds < 10 then dsd:= "0" + totext(ds,0,"") else dsd:= totext(ds,0,"");
if hs < 10 then hsd:= "0" + totext(hs,0,"") else hsd:= totext(hs,0,"");
if ms < 10 then msd:= "0" + totext(ms,0,"") else msd:= totext(ms,0,"");
if ss < 10 then ssd:= "0" + totext(ss,0,"") else ssd:= totext(ss,0,"");
stringvar display:= "-" + dsd + ":" + hsd + ":" + msd + ":" + ssd;
);
display;
Function: cdCurrencyScalerChoice
Code: Function (currencyvar currencyfield, stringvar scaler, numbervar decimals)
if scaler = "K" then totext(currencyfield/1000,decimals) + "K" else
if scaler = "M" then totext(currencyfield/1000000,decimals) + "M"
Formula Fields
Field: Parameter Values Display
Formula: cdStringParamDisplay ({?Customers}, "Customers Entered via Parameter:")
Field: Order Date
Formula: // a formula is used to create this DateTime field as the Xtreme sample data contains only 12:00:00 as a time
datetimevar orderdate:=
date({Orders.Order Date}) +
time((Int(Rnd*24)), (Int(Rnd*59)), (Int(Rnd*59)))
Field: Required Date
Formula: // a formula is used to create this DateTime field as the Xtreme sample data contains only 12:00:00 as a time
datetimevar requireddate:=
date({Orders.Required Date}) +
time((Int(Rnd*24)), 0, 0);
if requireddate <= {@Order Date} then datetime(date({@Order Date}) + 2, time(12,00,00)) else requireddate
Field: Received Date
Formula: // a formula is used to create this DateTime field as the Xtreme sample data contains only 12:00:00 as a time
datetimevar receiveddate:=
date(dateadd("d", Int(1.1/Rnd), {Orders.Ship Date})) +
time((Int(Rnd*24)), (Int(Rnd*59)), 0);
if receiveddate <= {@Order Date} then {@Order Date} + 4 else receiveddate
Field: Efficiency
Formula: cdDateTimeDiff ({@Required Date},{@Received Date})
Field: On-Time Orders
Formula: if {@Required Date} - {@Received Date} >= 0
then {Orders.Order Amount}
Field: Late Orders
Formula: if {@Required Date} - {@Received Date} < 0
then {Orders.Order Amount}
Field: On-Time Orders Grand Total
Formula: if sum({@On-Time Orders}) > 100000
then cdCurrencyScalerChoice (sum({@On-Time Orders}), "M", 2)
else cdCurrencyScalerChoice (sum({@On-Time Orders}), "K", 1)
Field: Late Orders Grand Total
Formula: if {@Late Orders} > 10000
then cdCurrencyScalerChoice (sum({@Late Orders}), "K", 0)
else cdCurrencyScalerChoice (sum({@Late Orders}), "K", 2)
Field: Late Orders Running Total
Formula: whileprintingrecords;
if {@Required Date} - {@Received Date} < 0
then stringvar lateorders:= lateorders + totext({Orders.Order ID},0,"") + "^";
lateorders
Field: Late or On Time
Formula: if {@Required Date} - {@Received Date} >= 0
then "On Time" else "Late"
Field: Group 1
Formula: whilereadingrecords;
"Report Details"
Field: Report Details
Formula: "Double-click here to see a detailed report."
Unused Formula Fields
Field: Xtreme Address
Formula: "2001 Meridian Way, Vancouver, BC, Canada V6G 3G6"
Field: Xtreme phone/fax
Formula: "Phone: (604) 681-3435 Fax: (604) 681-2934"
Summary Fields
Field: Efficiency
Formula: Maximum ({@Efficiency}, {Customer.Customer Name})
Running Totals
Running Total: LateOrdersCount
Field: LateOrdersCount
Type: LateOrdersCount
Evaluate: LateOrdersCount
Evaluate Condition: LateOrdersCount
Reset: LateOrdersCount
Reset Condition: LateOrdersCount
Running Total: OnTimeOrdersCount
Field: OnTimeOrdersCount
Type: OnTimeOrdersCount
Evaluate: OnTimeOrdersCount
Evaluate Condition: OnTimeOrdersCount
Reset: OnTimeOrdersCount
Reset Condition: OnTimeOrdersCount
Report Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel <> 0
Fields
Field: ParameterValuesDisplay1
Data Source: {@Parameter Values Display}
Data Type: String
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Charts
Chart: Graph3
Chart Type: Gauge
Show value(s): Count (Orders.Order ID, @Late or On Time)
Evaluate On: @Late or On Time
Page Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel = 0
Text Fields
Text Field: Text6
Text: Efficiency measured in (Days:Hours:Minutes: Seconds)
Suppression Formula: Pagenumber = TotalPageCount
Text Field: Text9
Text: Order Processing Efficiency
Tool Tip Formula: "This report demonstrates the usage of Custom Functions."
Pictures
Picture: Picture2
Size: 279x111
Hyperlink: http://www.businessobjects.com
Tool Tip Formula: "http://www.crystaldecisions.com"
Groups
Group: Group #1
Grouped By: {@Group 1}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel > 0
Fields
Field: Field2
Data Source: {@Report Details}
Data Type: String
Tool Tip Formula: "Double-click here to see a detailed report."
Text Fields
Text Field: Text4
Text: Order Processing Efficiency
Tool Tip Formula: "This report demonstrates the usage of Custom Functions."
Group: Group #2
Grouped By: {Customer.Customer Name}
Group Header
Section: Section a
Fields
Field: Field1
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Headings
Heading: Text11
Text: Efficiency
Heading: Text10
Text: Received Date
Heading: Text8
Text: Required Date
Heading: Text7
Text: Order Date
Heading: Text1
Text: Order ID
Group Footer
Section: Section a
Fields
Field: Field8
Data Source: Maximum ({@Efficiency}, {Customer.Customer Name})
Data Type: String
Detail
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel = 0
Fields
Field: Field3
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: (5555555)
Field: Field11
Data Source: {@Order Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: System Default
DateTime Format: DD/MM/YYYY h:mm:ss
Field: Field12
Data Source: {@Required Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: System Default
DateTime Format: DD/MM/YYYY h:mm:ss
Field: Field13
Data Source: {@Received Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: System Default
DateTime Format: DD/MM/YYYY h:mm:ss
Field: Field14
Data Source: {@Efficiency}
Data Type: String
Tool Tip Formula: "This custom function displays a DateTime Difference formula in the format DD:HH:MM:SS."
Text Fields
Text Field: Text2
Text: LATE
Suppression Formula: {@Required Date} - {@Received Date} > 0
Section: Section b
Fields
Field: Field4
Data Source: {@On-Time Orders}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field5
Data Source: {@Late Orders}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field16
Data Source: {@Late Orders Running Total}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field6
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text15
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text16
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text17
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture3
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section9
Line Type: Single
Line Thickness: 10
Report Footer
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel > 0
Section: Section a
Text Fields
Text Field: Text12
Text: Summary Information
Text Field: Text3
Text: Total $ Amount of On-Time Orders: {@On-Time Orders Grand Total}
Text Field: Text5
Text: Total $ Amount of Late Orders: {@Late Orders Grand Total}
Text Field: Text13
Text: Number of Late Orders: {#LateOrdersCount}
Text Field: Text14
Text: Number of On-Time Orders: {#OnTimeOrdersCount}
SubReports
SubReport: Late Orders by Supplier.rpt
Links: {@Late Orders Running Total} => {?Pm-@Late Orders Running Total}
SubReport: Late Orders by Shipper.rpt
Links: {@Late Orders Running Total} => {?Pm-@Late Orders Running Total}
SubReport: Late Orders by Product Type.rpt
Links: {@Late Orders Running Total} => {?Pm-@Late Orders Running Total}
Charts
Chart: Graph1
Chart Type: Pie
Show value(s): Sum of (Orders.Order Amount, @Late or On Time)
Evaluate On: @Late or On Time
Section: Section b
Charts
Chart: Graph2
Chart Type: Bar
Show value(s): Count (Orders.Order ID, @Late or On Time)
Evaluate On: Orders.Ship Date
@Late or On Time
Subreport: Late Orders by Product Type.rpt
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Group By
Data Type: String
Description: How do you want to analyze the report? (Please enter in grouping order.)
List Type: Static
List Values: By Product Type
By Region Product Is From
By Supplier
By Shipping Co.
By Area Shipped To
Default Values: By Product Type
By Region Product Is From
By Supplier
By Shipping Co.
By Area Shipped To
Parameter: Pm-@Late Orders Running Total
Data Type: String
Description: Pm-@Late Orders Running Total
List Type: Static
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Customer ID} : Number
Table: Orders Detail
Connection: Connection #1
Report Alias: Orders_Detail
Used Columns: {Orders_Detail.Order ID} : Number
Table: Product
Connection: Connection #1
Used Columns: {Product.Product ID} : Number
{Product.Product Type ID} : Number
{Product.Product Class} : String[102]
{Product.Supplier ID} : Number
Table: Product Type
Connection: Connection #1
Report Alias: Product_Type
Used Columns: {Product_Type.Product Type Name} : String[102]
Table: Supplier
Connection: Connection #1
Used Columns: {Supplier.Supplier ID} : Number
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Orders INNER JOIN [Orders Detail] Orders_Detail ON Orders.[Order ID] = Orders_Detail.[Order ID]
[Orders Detail] Orders_Detail INNER JOIN Product ON Orders_Detail.[Product ID] = Product.[Product ID]
Product INNER JOIN [Product Type] Product_Type ON Product.[Product Type ID] = Product_Type.[Product Type ID]
Product INNER JOIN Supplier ON Product.[Supplier ID] = Supplier.[Supplier ID]
Record Selection Formulas
Formula: instr({?Pm-@Late Orders Running Total}, "^" + totext({Orders_Detail.Order ID},0,"") + "^") > 0
Record Sorting
Sort By: Count (Orders_Detail.Order ID, @Group 1) -- Descending Order
Orders_Detail.Order ID -- Ascending Order
Formula Fields
Field: Group 1
Formula: {@Product}
Field: Product
Formula: {Product.Product Class} + ", " + {Product_Type.Product Type Name}
Summary Fields
Field: Order ID
Formula: Count ({Orders_Detail.Order ID}, {@Group 1})
Report Header
Section: Section a
Text Fields
Text Field: Text4
Text: Count of Late Orders
by Product Type
Groups
Group: Group #1
Grouped By: {@Group 1}
Group Header
Section: Section a
Fields
Field: Field9
Data Source: GroupName ({@Group 1})
Data Type: String
Field: Field1
Data Source: Count ({Orders_Detail.Order ID}, {@Group 1})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Detail
Section: Section a
Fields
Field: Field3
Data Source: {Orders_Detail.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: Field4
Data Source: {@Product}
Data Type: String
Subreport: Late Orders by Shipper.rpt
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Group By
Data Type: String
Description: How do you want to analyze the report? (Please enter in grouping order.)
List Type: Static
List Values: By Product Type
By Region Product Is From
By Supplier
By Shipping Co.
By Area Shipped To
Default Values: By Product Type
By Region Product Is From
By Supplier
By Shipping Co.
By Area Shipped To
Parameter: Pm-@Late Orders Running Total
Data Type: String
Description: Pm-@Late Orders Running Total
List Type: Static
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Customer ID} : Number
{Orders.Ship Via} : String[42]
Table: Orders Detail
Connection: Connection #1
Report Alias: Orders_Detail
Used Columns: {Orders_Detail.Order ID} : Number
Table: Product
Connection: Connection #1
Used Columns: {Product.Product ID} : Number
{Product.Product Type ID} : Number
{Product.Supplier ID} : Number
Table: Product Type
Connection: Connection #1
Report Alias: Product_Type
Table: Supplier
Connection: Connection #1
Used Columns: {Supplier.Supplier ID} : Number
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Orders INNER JOIN [Orders Detail] Orders_Detail ON Orders.[Order ID] = Orders_Detail.[Order ID]
[Orders Detail] Orders_Detail INNER JOIN Product ON Orders_Detail.[Product ID] = Product.[Product ID]
Product INNER JOIN [Product Type] Product_Type ON Product.[Product Type ID] = Product_Type.[Product Type ID]
Product INNER JOIN Supplier ON Product.[Supplier ID] = Supplier.[Supplier ID]
Record Selection Formulas
Formula: instr({?Pm-@Late Orders Running Total}, "^" + totext({Orders_Detail.Order ID},0,"") + "^") > 0
Record Sorting
Sort By: Count (Orders_Detail.Order ID, @Group 1) -- Descending Order
Orders_Detail.Order ID -- Ascending Order
Formula Fields
Field: Group 1
Formula: {Orders.Ship Via}
Summary Fields
Field: Order ID
Formula: Count ({Orders_Detail.Order ID}, {@Group 1})
Report Header
Section: Section a
Text Fields
Text Field: Text4
Text: Count of Late Orders
by Shipper
Groups
Group: Group #1
Grouped By: {@Group 1}
Group Header
Section: Section a
Fields
Field: Field9
Data Source: GroupName ({@Group 1})
Data Type: String
Field: Field1
Data Source: Count ({Orders_Detail.Order ID}, {@Group 1})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Detail
Section: Section a
Fields
Field: Field3
Data Source: {Orders_Detail.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Subreport: Late Orders by Supplier.rpt
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Group By
Data Type: String
Description: How do you want to analyze the report? (Please enter in grouping order.)
List Type: Static
List Values: By Product Type
By Region Product Is From
By Supplier
By Shipping Co.
By Area Shipped To
Default Values: By Product Type
By Region Product Is From
By Supplier
By Shipping Co.
By Area Shipped To
Parameter: Pm-@Late Orders Running Total
Data Type: String
Description: Pm-@Late Orders Running Total
List Type: Static
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Customer ID} : Number
Table: Orders Detail
Connection: Connection #1
Report Alias: Orders_Detail
Used Columns: {Orders_Detail.Order ID} : Number
Table: Product
Connection: Connection #1
Used Columns: {Product.Product ID} : Number
{Product.Product Type ID} : Number
{Product.Supplier ID} : Number
Table: Product Type
Connection: Connection #1
Report Alias: Product_Type
Table: Supplier
Connection: Connection #1
Used Columns: {Supplier.Supplier ID} : Number
{Supplier.Supplier Name} : String[102]
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Orders INNER JOIN [Orders Detail] Orders_Detail ON Orders.[Order ID] = Orders_Detail.[Order ID]
[Orders Detail] Orders_Detail INNER JOIN Product ON Orders_Detail.[Product ID] = Product.[Product ID]
Product INNER JOIN [Product Type] Product_Type ON Product.[Product Type ID] = Product_Type.[Product Type ID]
Product INNER JOIN Supplier ON Product.[Supplier ID] = Supplier.[Supplier ID]
Record Selection Formulas
Formula: instr({?Pm-@Late Orders Running Total}, "^" + totext({Orders_Detail.Order ID},0,"") + "^") > 0
Record Sorting
Sort By: Count (Orders_Detail.Order ID, @Group 1) -- Descending Order
Orders_Detail.Order ID -- Ascending Order
Formula Fields
Field: Group 1
Formula: {Supplier.Supplier Name}
Summary Fields
Field: Order ID
Formula: Count ({Orders_Detail.Order ID}, {@Group 1})
Report Header
Section: Section a
Text Fields
Text Field: Text4
Text: Count of Late Orders
by Supplier
Groups
Group: Group #1
Grouped By: {@Group 1}
Group Header
Section: Section a
Fields
Field: Field9
Data Source: GroupName ({@Group 1})
Data Type: String
Field: Field1
Data Source: Count ({Orders_Detail.Order ID}, {@Group 1})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Detail
Section: Section a
Fields
Field: Field3
Data Source: {Orders_Detail.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Running Totals Group.rpt |
| Matches | 19 |
Crystal Report | |
Report Information
Version: 11.0
Author: © 2002 Crystal Decisions, Inc.
Title: How to maintain running totals for a group
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Shipped} : Boolean
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Record Sorting
Sort By: Customer.Customer Name -- Ascending Order Group #1
Orders.Shipped -- Ascending Order
Running Totals
Running Total: GroupRunningTotal
Field: GroupRunningTotal
Type: GroupRunningTotal
Evaluate: GroupRunningTotal
Evaluate Condition: GroupRunningTotal
Reset: GroupRunningTotal
Reset Condition: GroupRunningTotal
Running Total: Conditional_GroupRunningTotal
Field: Conditional_GroupRunningTotal
Type: Conditional_GroupRunningTotal
Evaluate: Conditional_GroupRunningTotal
Evaluate Condition: Conditional_GroupRunningTotal
Reset: Conditional_GroupRunningTotal
Reset Condition: Conditional_GroupRunningTotal
Running Total: GrandRunningTotal
Field: GrandRunningTotal
Type: GrandRunningTotal
Evaluate: GrandRunningTotal
Evaluate Condition: GrandRunningTotal
Reset: GrandRunningTotal
Reset Condition: GrandRunningTotal
Running Total: GrandConditional_RunningTotal
Field: GrandConditional_RunningTotal
Type: GrandConditional_RunningTotal
Evaluate: GrandConditional_RunningTotal
Evaluate Condition: GrandConditional_RunningTotal
Reset: GrandConditional_RunningTotal
Reset Condition: GrandConditional_RunningTotal
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Running Totals for a Group
Pictures
Picture: Picture4
Size: 286x107
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Customer Name
Text Field: Text4
Text: Order Amount
Text Field: Text5
Text: RunningTotal
Text Field: Text6
Text: How to maintain running totals for a group
Text Field: Text10
Text: RunningTotal
(Only Shipped Values)
Headings
Heading: Text3
Text: Shipped
Groups
Group: Group #1
Grouped By: {Customer.Customer Name}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field8
Data Source: {#GroupRunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field11
Data Source: {#Conditional_GroupRunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Detail
Section: Section a
Fields
Field: Field6
Data Source: {Orders.Order Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field7
Data Source: {#GroupRunningTotal}
Data Type: Number
Tool Tip Formula: "Running Total is the cumulative sum of {Orders.Order Amount}. Use Insert>Running Total Field to do this."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field4
Data Source: {Orders.Shipped}
Data Type: Boolean
Field: Field5
Data Source: {#Conditional_GroupRunningTotal}
Data Type: Number
Tool Tip Formula: "Running Total is the cumulative sum of {Orders.Order Amount} based on Order being shipped. Use Insert>Running Total Field (EVALUATE = 'Use a Formula') to do this."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field10
Data Source: {Customer.Customer Name}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field9
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text7
Text: Crystal Care Support Site
Hyperlink: http://support.crystaldecisions.com
Text Field: Text8
Text: © Copyright 2002 Crystal Decisions, Inc. All Rights Reserved.
Text Field: Text9
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@crystaldecisions.com
Pictures
Picture: Picture2
Size: 179x50
Hyperlink: http://www.crystaldecisions.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Fields
Field: Field12
Data Source: {#GrandRunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field13
Data Source: {#GrandConditional_RunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text11
Text: Grand Total
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Record Sorting new3.rpt |
| Matches | 26 |
Crystal Report | |
Report Information
Version: 11.0
Title: Sorting and Section Coloring
Printer: Unknown/Not Set
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Record Selection Formulas
Formula: {Customer.Country} in ["Belgium", "Germany", "France", "England", "Canada", "Mexico", "USA"]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Customer.Region -- Ascending Order
Customer.Last Year's Sales -- Descending Order
Formula Fields
Field: Pecentage
Formula: ToText(({Customer.Last Year's Sales} / Sum({Customer.Last Year's Sales}, {Customer.Country})) * 100, 2) + "%"
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Running Totals
Running Total: RTotal0
Field: RTotal0
Type: RTotal0
Evaluate: RTotal0
Evaluate Condition: RTotal0
Reset: RTotal0
Reset Condition: RTotal0
Page Header
Section: Section a
Fields
Field: PrintDate1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: Custom
Date Format: DD-MMM-YYYY hh:mm:ss AM
Field: PageNofM1
Data Source: PageNofM
Data Type: String
Text Fields
Text Field: Text1
Text: Features: Record Selection Formula, Grouping, Sorting, Running Total, Highlighting, Hyperlink, Percentage Summary...
Text Field: Text4
Text: Country
Text Field: Text8
Text: Crystal Migration Services - the # 1 to Convert Crystal Reports to SSRS
Hyperlink: http://www.crystalmigration.com/
Headings
Heading: Text6
Text: Customer Name
Heading: Text5
Text: Region
Heading: Text3
Text: Last Year's Sales
Heading: Text2
Text: Running Total
Heading: Text9
Text: Pecentage
Pictures
Picture: RO_Header_Fade1
Size: 767x26
Lines
Line: Line1
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: GroupNameCountry1
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: SumofLastx0020Yearx0027sx0020Sales1
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text10
Text: Summary of GroupName ({Customer.Country})
Detail
Section: Section a
Conditional Formulas
Condition: BackgroundColor
Formula: if remainder(recordnumber,2) = 0 then crwhite else rgb(234,244,255)
Fields
Field: Lastx0020Yearx0027sx0020Sales1
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Region1
Data Source: {Customer.Region}
Data Type: String
Field: Customerx0020Name1
Data Source: {Customer.Customer Name}
Data Type: String
Field: RTotal01
Data Source: {#RTotal0}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Pecentage1
Data Source: {@Pecentage}
Data Type: String
Page Footer
Section: Section a
Text Fields
Text Field: RO_Tech_Support_link
Text: Crystal Migration Services Samples
Hyperlink: http://www.crystalmigration.com/Samples.aspx
Text Field: RO_e_mail_Feedback
Text: Contact us by Email
Hyperlink: mailto:support@crystalmigration.com
Text Field: RO_Copyright_Information
Text: Crystal Migration Services provides leading-edge conversion services that get the job done in seconds, and with a level of accuracy that other companies just don't have.
Don't wait, and don't spend more. Contact us today!
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture1
Size: 331x92
Hyperlink: http://www.crystalmigrater.com
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Record Selection.rpt |
| Matches | 28 |
Crystal Report | |
Report Information
Version: 11.0
Author: © 2002 Crystal Decisions, Inc.
Title: Record Selection
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_ado.dll
Database Name: Xtreme2005DB
Database Type: OLE DB (ADO)
Server: CRMIGRATION\SQLExpress
Properties: QE_LogonProperties
Auto Translate: -1
Connect Timeout: 15
Data Source: CRMIGRATION\SQLExpress
General Timeout: 0
Initial Catalog: Xtreme2005DB
Integrated Security: True
Locale Identifier: 4105
OLE DB Services: -5
Provider: SQLOLEDB
Tag with column collation when possible: 0
Use DSN Default Properties: False
Use Encryption for Data: 0
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Country
Data Type: String
Description: Choose Country to report on
List Type: Static
List Values: Argentina
Aruba
Australia
Austria
Bahamas
Bangladesh
Barbados
Belgium
Bermuda
Bolivia
Brazil
British Virgin Islands
Canada
Chile
China
Colombia
Costa Rica
Czech Republic
Denmark
Dominican Republic
Ecuador
Egypt
England
Finland
France
Germany
Greece
Hungary
India
Indonesia
Ireland
Israel
Italy
Jamaica
Japan
usernameya
Luxembourg
Malaysia
Mexico
Mongolia
Nepal
Netherlands
New Zealand
Nicaragua
Northern Ireland
Norway
Pakistan
Panama
Peru
Philippines
Poland
Portugal
Romania
Russia
Saint Lucia
Saudi Arabia
Scotland
Singapore
South Africa
Spain
Sweden
Switzerland
Thailand
Turkey
Ukraine
United Arab Emirates
USA
Venezuela
Vietnam
Wales
Zimbabwe
Default Values: Argentina
Aruba
Australia
Austria
Bahamas
Bangladesh
Barbados
Belgium
Tables
Table: Xtreme2005DB.dbo.Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Selection Formulas
Formula: {Customer.Country} = {?Country}
AND
{Customer.Last Year's Sales} < 100000
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Record Selection
Pictures
Picture: Picture4
Size: 286x107
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text4
Text Field: Text2
Text: Customer Name
Text Field: Text3
Text: Region
Text Field: Text5
Text: Postal Code
Text Field: Text6
Text: Last Year's Sales
Text Field: Text7
Text: How to create a record selection based on sales < 100000 and the Country chosen via the parameter prompt
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Country})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Tool Tip Formula: "Sum ({Customer.Last Year's Sales}, {Customer.Country}) is generated by using Insert>Subtotal."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Tool Tip Formula: "Choose only the records you want to see in your report. Use Report>Select Expert to do this."
Field: Field5
Data Source: {Customer.Region}
Data Type: String
Field: Field6
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field8
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Page Footer
Section: Section a
Fields
Field: Field10
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text8
Text: Crystal Care Support Site
Hyperlink: http://support.crystaldecisions.com
Text Field: Text9
Text: © Copyright 2002 Crystal Decisions, Inc. All Rights Reserved.
Text Field: Text10
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@crystaldecisions.com
Pictures
Picture: Picture2
Size: 179x50
Hyperlink: http://www.crystaldecisions.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Fields
Field: Field7
Data Source: Sum ({Customer.Last Year's Sales})
Data Type: Number
Tool Tip Formula: "Sum ({Customer.Last Year's Sales}, {Customer.Country}) is generated by using Insert>Subtotal."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text11
Text: Grand Total
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/FinditEZ/ |
| Document | J & A Book Of Business - All Associates (03-06-12) |
| Matches | 79 |
Crystal Report | |
Report Information
Version: 14.0
Author: DSS-Joe Van Norman
Comments: This report lists the connection between the customer information and the contact information.
Title: J & A Book Of Business - All Associates (02-07-12)
Printer: No Printer
BI Information
Title: J & A Book Of Business - All Associates (03-06-12)
Description: This report lists the connection between the customer information and the contact information.
Database Configurations
Configuration: db030
Use Database Logon: Original
Type: crdb_oracle
Server: db030
Username: dss_reporting
Configuration: mvs_orap
Use Database Logon: Original
Type: crdb_oracle
Server: mvs_orap
Username: tdscs
Server Prompts
Prompt: GBL.BSR.BusinessOffice
Prompt: Enter BUSINESS_OFFICE_ID:
Default Value (Scheduling/Publishing): [Empty]
Prompt: DateFilterBy
Prompt: DateFilterBy
Default Value (Scheduling/Publishing): [Empty]
Prompt: Date Range
Prompt: Date Range
Default Value (Scheduling/Publishing): [Empty]
Prompt: Begin Date
Prompt: Enter Begin Date (MM/DD/YYYY):
Default Value (Scheduling/Publishing): [Empty]
Prompt: End Date
Prompt: Enter End Date (MM/DD/YYYY):
Default Value (Scheduling/Publishing): [Empty]
Prompt: Number of Days
Prompt: Enter the number of days to use
Default Value (Scheduling/Publishing): [Empty]
Prompt: GBL.BSR.Associate
Prompt: Enter ASSOCIATE_ID:
Default Value (Scheduling/Publishing): [Empty]
Prompt: BTNs To Include
Prompt: Enter BTNs To Include:
Default Value (Scheduling/Publishing): [Empty]
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_oracle.dll
Server: db030
Properties: QE_LogonProperties
Server: db030
Trusted_Connection: False
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_oracle.dll
Server: mvs_orap
Properties: QE_LogonProperties
Server: mvs_orap
Trusted_Connection: False
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: GBL.BSR.BusinessOffice
Data Type: Number
Description: Enter BUSINESS_OFFICE_ID:
List Type: Static
Parameter: DateFilterBy
Data Type: Number
Description: DateFilterBy
List Type: Static
List Values: 0 - None
1 - Control Date
2 - Bill Date
3 - Contract Expiration Date
4 - No Contract Expiration Date
Default Values: 0 - None
1 - Control Date
2 - Bill Date
3 - Contract Expiration Date
4 - No Contract Expiration Date
Parameter: Date Range
Data Type: String
Description: Date Range
List Type: Static
List Values: Dates Entered
Bill Cycle N
This Month
Last Month
This Quarter
Next Quarter
Last Quarter
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Default Values: Dates Entered
Bill Cycle N
This Month
Last Month
This Quarter
Next Quarter
Last Quarter
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Parameter: Begin Date
Data Type: Date
Description: Enter Begin Date (MM/DD/YYYY):
List Type: Static
List Values: 2005-08-01 12:00:00 AM
Default Values: 2005-08-01 12:00:00 AM
Parameter: End Date
Data Type: Date
Description: Enter End Date (MM/DD/YYYY):
List Type: Static
List Values: 2005-08-01 12:00:00 AM
Default Values: 2005-08-01 12:00:00 AM
Parameter: Number of Days
Data Type: Number
Description: Enter the number of days to use
List Type: Static
List Values: 1
Default Values: 1
Parameter: GBL.BSR.Associate
Data Type: Number
Description: Enter ASSOCIATE_ID:
List Type: Static
Parameter: BTNs To Include
Data Type: String
Description: Enter BTNs To Include:
List Type: Static
List Values: All
Default Values: All
SQL Expressions
Expression: AssociateName
Formula: "SALES_ASSOCIATE"."LAST_NAME" ||
DECODE("SALES_ASSOCIATE"."FIRST_NAME", NULL, '', ', ') ||
"SALES_ASSOCIATE"."FIRST_NAME"
Expression: BillToNumber
Formula: DECODE("MET_CUSTOMER_ACCOUNT"."BILL_TO_NUMBER",NULL,'',
SUBSTR("MET_CUSTOMER_ACCOUNT"."BILL_TO_NUMBER", 1, 3) || '-' ||
SUBSTR("MET_CUSTOMER_ACCOUNT"."BILL_TO_NUMBER", 4, 3) || '-' ||
SUBSTR("MET_CUSTOMER_ACCOUNT"."BILL_TO_NUMBER", 7))
Expression: Bucket
Formula: "MET_CUSTOMER_BILL_TRANS_CODE"."TRANS_CODE_IND" ||
' - '||
"TRANS_CODE_TYPE"."DESCRIPTION"
Tables
Table: Query
Connection: Connection #1
Report Alias: Command
SQL Command: with maxbill as (select cust_bill_acct_id, max(bill_date) Bill_Date
from MET_CUSTOMER_BILL
where bill_date between sysdate-400 and sysdate+30
group by cust_bill_acct_id
order by cust_bill_acct_id),
ISR_Accts as (select
cust_bill_acct_id, ca.associate_id, abo.business_office_id, sa.first_name, sa.last_name
from MCS.CUSTOMER_ASSOCIATE ca join MCS.SALES_ASSOCIATE sa on ca.associate_id = sa.associate_id
join associate_business_office abo on abo.associate_id = sa.associate_id
where sa.reference_object_id = 1
and abo.PRIMARY_BUSINESS_OFFICE_IND = 'P'),
Agent_accts as (select
cust_bill_acct_id, ca.associate_id, ca.business_office_id,sa.first_name, sa.last_name
from MCS.CUSTOMER_ASSOCIATE ca join MCS.SALES_ASSOCIATE sa on ca.associate_id = sa.associate_id
where sa.reference_object_id = 3)
select
MET_CUSTOMER_ACCOUNT.CUST_BILL_ACCT_ID,
MET_CUSTOMER_ACCOUNT.CUSTOMER_NAME,
MET_CUSTOMER_ACCOUNT.CONTROL_DATE,
MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,
MET_BUSINESS_OFFICE.BUSINESS_OFFICE_NAME,
MET_BUSINESS_OFFICE.BUSINESS_OFFICE_ID,
cbo.business_office_name CustomersBO,
cbo.business_office_id CustomersBOID,
CUSTOMER_CONTACT.CONTACT_LAST_CONTACTED,
CUSTOMER_CONTACT.CONTRACT_EXPIRATION_DATE,
CONTACT_CONTRACT_EXPIRATION,
CUSTOMER_CONTACT.CONTACT_NAME,
CUSTOMER_CONTACT.CONTACT_NUMBER,
CUSTOMER_CONTACT.CONTACT_EMAIL,
CUSTOMER_CONTACT.CONTACT_COMMENTS,
MET_CUSTOMER_BILL.TOTAL_LINES,
MET_CUSTOMER_BILL.TOTAL_LOCAL_AMT,
MET_CUSTOMER_BILL.TOTAL_TOLL_AMT,
MET_CUSTOMER_BILL.TOTAL_DATA_AMT,
MET_CUSTOMER_BILL.BILL_DATE,
MET_CUSTOMER_BILL.TOTAL_FEATURE_AMT,
MET_CUSTOMER_BILL.TOTAL_LMS_AMT,
MET_CUSTOMER_BILL.TOTAL_PACKAGE_AMT,
MET_CUSTOMER_BILL.TOTAL_OTHER_AMT,
MET_CUSTOMER_BILL.Total_Taxes_amt,
isr_accts.associate_id,
(ISR_Accts.LAST_NAME ||DECODE(ISR_Accts.FIRST_NAME, NULL, '', ', ') ||ISR_Accts.FIRST_NAME) ISR,
(Agent_accts.LAST_NAME ||DECODE(Agent_accts.FIRST_NAME, NULL, '', ', ') ||Agent_accts.FIRST_NAME) Agent,
(DECODE(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,NULL,'',
SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER, 1, 3) || '-' ||
SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER, 4, 3) || '-' ||
SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER, 7))),
maxbill.bill_date MaxBillDate
--null
from SALES_ASSOCIATE
join ASSOCIATE_BUSINESS_OFFICE on (SALES_ASSOCIATE.ASSOCIATE_ID=ASSOCIATE_BUSINESS_OFFICE.ASSOCIATE_ID)
join CUSTOMER_ASSOCIATE on (ASSOCIATE_BUSINESS_OFFICE.ASSOCIATE_ID=CUSTOMER_ASSOCIATE.ASSOCIATE_ID)
join MET_CUSTOMER_ACCOUNT on (CUSTOMER_ASSOCIATE.CUST_BILL_ACCT_ID=MET_CUSTOMER_ACCOUNT.CUST_BILL_ACCT_ID)
left join isr_accts on isr_accts.associate_id = sales_associate.associate_id and isr_accts.cust_bill_acct_id = met_customer_account.cust_bill_acct_id
left join agent_accts on agent_accts.associate_id = sales_associate.associate_id and agent_accts.cust_bill_acct_id = met_customer_account.cust_bill_acct_id
left join CUSTOMER_CONTACT on (MET_CUSTOMER_ACCOUNT.CUST_BILL_ACCT_ID=CUSTOMER_CONTACT.CUST_BILL_ACCT_ID)
join MET_BUSINESS_OFFICE on (ISR_Accts .BUSINESS_OFFICE_ID=MET_BUSINESS_OFFICE.BUSINESS_OFFICE_ID)
join met_business_office cbo on cbo.business_office_id = met_customer_account.business_office_id
join MaxBill on MET_CUSTOMER_ACCOUNT.CUST_BILL_ACCT_ID=MaxBILL.CUST_BILL_ACCT_ID
join MET_CUSTOMER_BILL on (MET_CUSTOMER_ACCOUNT.CUST_BILL_ACCT_ID=MET_CUSTOMER_BILL.CUST_BILL_ACCT_ID)
--and MET_CUSTOMER_BILL.bill_date = maxbill.bill_date
--left join CUSTOMER_CONTACT on (MET_CUSTOMER_ACCOUNT.CUST_BILL_ACCT_ID=CUSTOMER_CONTACT.CUST_BILL_ACCT_ID)
where
sales_associate.status_ind = 'A'
AND ASSOCIATE_BUSINESS_OFFICE.PRIMARY_BUSINESS_OFFICE_IND='P'
and met_customer_bill.bill_date between sysdate-390 and sysdate+30
and sales_associate.reference_object_id in (1,3)
Used Columns: {Command.CUST_BILL_ACCT_ID} : Number
{Command.CUSTOMER_NAME} : String[62]
{Command.CONTROL_DATE} : DateTime
{Command.BILL_TO_NUMBER} : String[22]
{Command.BUSINESS_OFFICE_NAME} : String[62]
{Command.BUSINESS_OFFICE_ID} : Number
{Command.CUSTOMERSBO} : String[62]
{Command.CONTRACT_EXPIRATION_DATE} : DateTime
{Command.CONTACT_CONTRACT_EXPIRATION} : String[202]
{Command.CONTACT_NAME} : String[202]
{Command.CONTACT_EMAIL} : String[202]
{Command.TOTAL_LINES} : Number
{Command.TOTAL_LOCAL_AMT} : Number
{Command.TOTAL_TOLL_AMT} : Number
{Command.TOTAL_DATA_AMT} : Number
{Command.BILL_DATE} : DateTime
{Command.TOTAL_FEATURE_AMT} : Number
{Command.TOTAL_LMS_AMT} : Number
{Command.TOTAL_PACKAGE_AMT} : Number
{Command.TOTAL_OTHER_AMT} : Number
{Command.TOTAL_TAXES_AMT} : Number
{Command.ASSOCIATE_ID} : Number
{Command.ISR} : String[206]
{Command.AGENT} : String[206]
{Command.(DECODE(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,NULL,'',SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,1,3)||'-'||SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,4,3)||'-'||SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,7)))} : String[26]
{Command.MAXBILLDATE} : DateTime
Record Selection Formulas
Formula: ({?BTNs To Include} = "All" or {Command.BILL_TO_NUMBER}={?BTNs To Include} ) and
(SELECT {?DateFilterBy}
CASE 1:
(
{Command.CONTROL_DATE} >= {@sdate}
AND
{Command.CONTROL_DATE} <= {@edate}
AND {Command.BILL_DATE} = {Command.MAXBILLDATE}
)
CASE 2:
(
{Command.BILL_DATE} >= {@sdate}
AND
{Command.BILL_DATE} <= {@edate}
and {Command.MAXBILLDATE} >= {@sdate}
)
CASE 3:
(
{Command.CONTRACT_EXPIRATION_DATE} >= {@sdate}
AND
{Command.CONTRACT_EXPIRATION_DATE} <= {@edate}
AND {Command.BILL_DATE} = {Command.MAXBILLDATE}
)
CASE 4:
( isnull({Command.CONTRACT_EXPIRATION_DATE})
AND {Command.BILL_DATE} = {Command.MAXBILLDATE}
)
DEFAULT:
( 1=1
AND {Command.BILL_DATE} = {Command.MAXBILLDATE})
) and
({Command.ASSOCIATE_ID} = {?GBL.BSR.Associate} or {?GBL.BSR.Associate}=0) and
({Command.BUSINESS_OFFICE_ID} = {?GBL.BSR.BusinessOffice} or {?GBL.BSR.BusinessOffice}=0)
Record Sorting
Sort By: Command.BUSINESS_OFFICE_NAME -- Ascending Order Group #1
Command.BILL_TO_NUMBER -- Ascending Order Group #2
Command.CUST_BILL_ACCT_ID -- Ascending Order Group #3
Command.BILL_DATE -- Ascending Order Group #4
@ISR -- Ascending Order Group #5
Custom Functions
Function: GetDateRangePrefix
Code: Function (NumberVar dateRangeType)
(
StringVar returnVal;
If dateRangeType = 0.00 Then
(
returnVal := " ";
)
Else If dateRangeType = 1.00 Then
(
returnVal := "Control Date Range: ";
)
Else If dateRangeType = 2.00 Then
(
returnVal := "Bill Date Range: ";
)
Else If dateRangeType = 3.00 Then
(
returnVal := "Contract Expiration Date Range: ";
)
)
Function: ConvertDateRange_edate_n
Code: Function (datevar sdate, datevar edate,stringvar ScheduledDates, numbervar n)
datetimevar range DateRange;
Datetimevar Yesterday := dateadd("s",-1,currentdate);
datetimevar LastSunday := dateadd("d",-(dayofweek(currentdate)+6),currentdate);
datetimevar m1st := dateadd("d",1-day(currentdate),currentdate);
datetimevar Tomorrow := dateadd("D",1,currentdate);
NUMBERVAR YR := YEAR(CURRENTDATE);
numbervar dayNum := day(CURRENTDATE);
datevar FstOfQuarter;
select month(m1st)
case 1,2,3 : FstOfQuarter := date(yr,1,1)
case 4,5,6 : FstOfQuarter := date(yr,4,1)
case 7,8,9 : FstOfQuarter := date(yr,7,1)
default : FstOfQuarter := date(yr,10,1);
select uppercase(ScheduledDates)
case "TODAY": DateRange := currentdate to dateadd("s",-1,dateadd("d",1,currentdate))
case "YESTERDAY": DateRange := dateadd("d",-1,currentdate) to yesterday
case "PAST 7 DAYS" : DateRange := dateadd("d",-7,currentdate) to yesterday
case "LAST WEEK" : DateRange := LastSunday to dateadd("s",-1,dateadd("d",1-dayofweek(currentdate),currentdate))
case "LAST WEEK (S-F)": DateRange := Dateadd("d",-1,LastSunday) to dateadd("s",-1,dateadd("d",6,LastSunday))
case "MONTH TO DATE" :DateRange := m1st to yesterday
case "YEAR TO DATE" : DateRange := date(yr,1,1) to yesterday
case "LAST MONTH" : DateRange := dateadd("m",-1,m1st) to dateadd("s",-1,m1st)
case "THIS MONTH" : DateRange := m1st to dateadd("s",-1,dateadd("m",1,m1st))
case "3 DAYS AGO" : DateRange := dateadd("d",-3,currentdate) to dateadd("d",-2,currentdate)
case "7 DAYS AGO" : DateRange := dateadd("d",-7,currentdate) to dateadd("d",-6,currentdate)
case "WEEK TO DATE": DateRange := dateadd("d",7,LastSunday) to dateadd("s",-1,Tomorrow)
case "TOMORROW" : DateRange := Tomorrow to dateadd("s",-1,dateadd("d",1,tomorrow))
case "DAY AFTER TOMORROW":DateRange := dateadd("d",1,Tomorrow) to dateadd("s",-1,dateadd("d",2,tomorrow))
case "YET THIS WEEK" :DateRange := currentDate to dateadd("s",-1,dateadd("d",14,LastSunday))
case "NEXT WEEK" : DateRange := dateadd("d",14,LastSunday) to dateadd("s",-1,dateadd("d",21,LastSunday))
case "YET THIS MONTH":DateRange := CurrentDate to dateadd("s",-1,dateadd("m",1,m1st))
case "NEXT MONTH" : DateRange := dateadd("m",1,m1st) to dateadd("s",-1,dateadd("m",2,m1st))
case "NEXT 2 DAYS": DateRange := currentdate to dateadd("d",2,currentdate)
case "LAST QUARTER": DateRange := dateadd("m",-3,FstOfQuarter) to dateadd("s",-1,FstOfQuarter)
case "THIS QUARTER": DateRange := FstOfQuarter to dateadd("s",-1,dateadd("m", 1, FstOfQuarter))
case "NEXT QUARTER": DateRange := dateadd("m",3,FstOfQuarter) to dateadd("s",-1,dateadd("m",6,FstOfQuarter))
case "1ST QUARTER": DateRange := DATE(YR,1,1) TO DATEADD("S",-1,DATE(YR,4,1))
case "2ND QUARTER": DateRange := DATE(YR,4,1) TO DATEADD("S",-1,DATE(YR,7,1))
case "3RD QUARTER": DateRange := DATE(YR,7,1) TO DATEADD("S",-1,DATE(YR,10,1))
case "4TH QUARTER": DateRange := DATE(YR,10,1) TO DATEADD("S",-1,DATE(YR+1,1,1))
case "JANUARY" : DateRange := date(yr,1,1) to date(yr,1,31)
case "FEBRUARY": DateRange := date(yr,2,1) to dateadd("d",-1,date(yr,3,1))
case "MARCH": DateRange := date(yr,3,1) to date(yr,3,31)
case "APRIL": DateRange := date(yr,4,1) to date(yr,4,30)
case "MAY": DateRange := date(yr,5,1) to date(yr,5,31)
case "JUNE": DateRange := date(yr,6,1) to date(yr,6,30)
case "JULY": DateRange := date(yr,7,1) to date(yr,7,31)
case "AUGUST": DateRange := date(yr,8,1) to date(yr,8,31)
case "SEPTEMBER": DateRange := date(yr,9,1) to date(yr,9,30)
case "OCTOBER": DateRange := date(yr,10,1) to date(yr,10,31)
case "NOVEMBER": DateRange := date(yr,11,1) to date(yr,11,30)
case "DECEMBER": DateRange := date(yr,12,1) to date(yr,12,31)
case "NEXT N DAYS": DateRange := currentdate to dateadd("d",n,currentdate)
CASE "PAST N DAYS": DateRange := dateadd("d",-n,currentdate) to currentdate
case "BILL CYCLE N":
if n > dayNum then
DateRange := dateadd("d",1,dateadd("m",-1,dateadd("m",-1,date(year(m1st),month(m1st),n)))) to dateadd("m",-1,date(year(m1st),month(m1st),n))
else
DateRange := dateadd("d",1,dateadd("m",-1,date(year(m1st),month(m1st),n))) to date(year(m1st),month(m1st),n)
Default : DateRange := sdate to edate ;
maximum(daterange);
Function: ConvertDateRange_sdate_n
Code: Function (datevar sdate, datevar edate,stringvar ScheduledDates, numbervar n)
datetimevar range DateRange;
Datetimevar Yesterday := dateadd("s",-1,currentdate);
datetimevar LastSunday := dateadd("d",-(dayofweek(currentdate)+6),currentdate);
datetimevar m1st := dateadd("d",1-day(currentdate),currentdate);
datetimevar Tomorrow := dateadd("D",1,currentdate);
NUMBERVAR YR := YEAR(CURRENTDATE);
numbervar dayNum := day(CURRENTDATE);
datevar FstOfQuarter;
select month(m1st)
case 1,2,3 : FstOfQuarter := date(yr,1,1)
case 4,5,6 : FstOfQuarter := date(yr,4,1)
case 7,8,9 : FstOfQuarter := date(yr,7,1)
default : FstOfQuarter := date(yr,10,1);
select uppercase(ScheduledDates)
case "TODAY": DateRange := currentdate to dateadd("s",-1,dateadd("d",1,currentdate))
case "YESTERDAY": DateRange := dateadd("d",-1,currentdate) to yesterday
case "PAST 7 DAYS" : DateRange := dateadd("d",-7,currentdate) to yesterday
case "LAST WEEK" : DateRange := LastSunday to dateadd("s",-1,dateadd("d",1-dayofweek(currentdate),currentdate))
case "LAST WEEK (S-F)": DateRange := Dateadd("d",-1,LastSunday) to dateadd("s",-1,dateadd("d",6,LastSunday))
case "MONTH TO DATE" :DateRange := m1st to yesterday
case "YEAR TO DATE" : DateRange := date(yr,1,1) to yesterday
case "LAST MONTH" : DateRange := dateadd("m",-1,m1st) to dateadd("s",-1,m1st)
case "THIS MONTH" : DateRange := m1st to dateadd("s",-1,dateadd("m",1,m1st))
case "3 DAYS AGO" : DateRange := dateadd("d",-3,currentdate) to dateadd("d",-2,currentdate)
case "7 DAYS AGO" : DateRange := dateadd("d",-7,currentdate) to dateadd("d",-6,currentdate)
case "WEEK TO DATE": DateRange := dateadd("d",7,LastSunday) to dateadd("s",-1,Tomorrow)
case "TOMORROW" : DateRange := Tomorrow to dateadd("s",-1,dateadd("d",1,tomorrow))
case "DAY AFTER TOMORROW":DateRange := dateadd("d",1,Tomorrow) to dateadd("s",-1,dateadd("d",2,tomorrow))
case "YET THIS WEEK" :DateRange := currentDate to dateadd("s",-1,dateadd("d",14,LastSunday))
case "NEXT WEEK" : DateRange := dateadd("d",14,LastSunday) to dateadd("s",-1,dateadd("d",21,LastSunday))
case "YET THIS MONTH":DateRange := CurrentDate to dateadd("s",-1,dateadd("m",1,m1st))
case "NEXT MONTH" : DateRange := dateadd("m",1,m1st) to dateadd("s",-1,dateadd("m",2,m1st))
case "NEXT 2 DAYS": DateRange := currentdate to dateadd("d",2,currentdate)
case "LAST QUARTER": DateRange := dateadd("m",-3,FstOfQuarter) to dateadd("s",-1,FstOfQuarter)
case "THIS QUARTER": DateRange := FstOfQuarter to dateadd("s",-1,dateadd("m", 1, FstOfQuarter))
case "NEXT QUARTER": DateRange := dateadd("m",3,FstOfQuarter) to dateadd("s",-1,dateadd("m",6,FstOfQuarter))
case "1ST QUARTER": DateRange := DATE(YR,1,1) TO DATEADD("S",-1,DATE(YR,4,1))
case "2ND QUARTER": DateRange := DATE(YR,4,1) TO DATEADD("S",-1,DATE(YR,7,1))
case "3RD QUARTER": DateRange := DATE(YR,7,1) TO DATEADD("S",-1,DATE(YR,10,1))
case "4TH QUARTER": DateRange := DATE(YR,10,1) TO DATEADD("S",-1,DATE(YR+1,1,1))
case "JANUARY" : DateRange := date(yr,1,1) to date(yr,1,31)
case "FEBRUARY": DateRange := date(yr,2,1) to dateadd("d",-1,date(yr,3,1))
case "MARCH": DateRange := date(yr,3,1) to date(yr,3,31)
case "APRIL": DateRange := date(yr,4,1) to date(yr,4,30)
case "MAY": DateRange := date(yr,5,1) to date(yr,5,31)
case "JUNE": DateRange := date(yr,6,1) to date(yr,6,30)
case "JULY": DateRange := date(yr,7,1) to date(yr,7,31)
case "AUGUST": DateRange := date(yr,8,1) to date(yr,8,31)
case "SEPTEMBER": DateRange := date(yr,9,1) to date(yr,9,30)
case "OCTOBER": DateRange := date(yr,10,1) to date(yr,10,31)
case "NOVEMBER": DateRange := date(yr,11,1) to date(yr,11,30)
case "DECEMBER": DateRange := date(yr,12,1) to date(yr,12,31)
case "NEXT N DAYS": DateRange := currentdate to dateadd("d",n,currentdate)
CASE "PAST N DAYS": DateRange := dateadd("d",-n,currentdate) to currentdate
case "BILL CYCLE N":
if n > dayNum then
DateRange := dateadd("d",1,dateadd("m",-1,dateadd("m",-1,date(year(m1st),month(m1st),n)))) to dateadd("m",-1,date(year(m1st),month(m1st),n))
else
DateRange := dateadd("d",1,dateadd("m",-1,date(year(m1st),month(m1st),n))) to date(year(m1st),month(m1st),n)
Default : DateRange := sdate to edate ;
minimum(daterange);
Formula Fields
Field: Customer-BusinessOffice
Formula: {Command.CUSTOMER_NAME}
Field: sdate
Formula: ConvertDateRange_sdate_n({?Begin Date}, {?End Date}, {?Date Range}, {?Number of Days})
Field: edate
Formula: ConvertDateRange_edate_n({?Begin Date}, {?End Date}, {?Date Range}, {?Number of Days})
Field: Total
Formula: {Command.TOTAL_LOCAL_AMT}
+{Command.TOTAL_TOLL_AMT}
+{Command.TOTAL_DATA_AMT}
+{Command.TOTAL_FEATURE_AMT}
+{Command.TOTAL_LMS_AMT}
+{Command.TOTAL_PACKAGE_AMT}
+{Command.TOTAL_TAXES_AMT}
+{Command.TOTAL_OTHER_AMT}
Field: ISR
Formula: {Command.ISR}
Field: Agent
Formula: if isnull ({Command.AGENT}) then " Unassigned" else {Command.AGENT}
Field: Reset
Formula:
shared numbervar Stations :=0;
shared numbervar Voice :=0;
shared numbervar Data :=0;
""
Field: Stations
Formula: shared numbervar Stations;
Field: Voice Lines
Formula: shared numbervar Voice;
Field: Data Lines
Formula: Shared Numbervar Data;
Unused Formula Fields
Field: DateRangeText
Formula: If ToNumber({?DateFilterBy}) = 0.00 Then
GetDateRangePrefix({?DateFilterBy})
Else
GetDateRangePrefix({?DateFilterBy}) + ToText ({@sdate},'MM/dd/yyyy') + " To " + ToText ({@edate},'MM/dd/yyyy');
Field: Customer
Formula: {Command.CUSTOMER_NAME}+" ("+totext({Command.BILL_TO_NUMBER})+")"
Summary Fields
Field: ISR
Formula: Maximum ({@ISR}, {Command.BILL_DATE}, "monthly")
Field: Agent
Formula: Maximum ({@Agent}, {Command.BILL_DATE}, "monthly")
Running Totals
Running Total: LInes
Field: LInes
Type: LInes
Evaluate: LInes
Evaluate Condition: LInes
Reset: LInes
Reset Condition: LInes
Report Header
Section: Section a
Headings
Heading: Text28
Text: BTN
Heading: Text9
Text: Lines
Heading: Text29
Text: Local
Heading: Text34
Text: Toll
Heading: Text35
Text: Data
Heading: Text24
Text: Feature
Heading: Text36
Text: LMS
Heading: Text30
Text: E-Rate
Heading: Text31
Text: Bill Total
Heading: Text3
Text: Customer Name
Heading: Text4
Text: Sales Market
Heading: Text1
Text: ISR
Heading: Text6
Text: Bill Date
Heading: Text8
Text: Taxes
Heading: Text10
Text: Other
Heading: Text2
Text: Contract Exp Dt
Heading: Text5
Text: Contract Expiration Note
Heading: Text7
Text: Agent
Heading: Text11
Text: Stations
Heading: Text12
Text: Voice Lines
Heading: Text13
Text: Data Lines
Heading: Text14
Text: Customer Market
Heading: Text15
Text: Contact Name
Heading: Text16
Text: Contact Email
Heading: Text17
Text: Cust AcctID
Page Header
Section: Section a
Fields
Field: GBLBSRAssociate1
Data Source: {?GBL.BSR.Associate}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Groups
Group: Group #1
Grouped By: {Command.BUSINESS_OFFICE_NAME}
Group: Group #2
Grouped By: {Command.BILL_TO_NUMBER}
Group: Group #3
Grouped By: {Command.CUST_BILL_ACCT_ID}
Group Header
Section: Section a
Fields
Field: Reset1
Data Source: {@Reset}
Data Type: String
Group: Group #4
Grouped By: {Command.BILL_DATE}
Group Header
Section: Section a
SubReports
SubReport: SABRE MIP Stations.rpt
Links: {Command.BILL_DATE} => {?Bill_Date}
{Command.CUST_BILL_ACCT_ID} => {?Cust_Acct_ID}
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: {Command.TOTAL_DATA_AMT}=0 and {Command.TOTAL_FEATURE_AMT}=0 and {Command.TOTAL_LMS_AMT}=0 and {Command.TOTAL_LOCAL_AMT}=0 and ({Command.TOTAL_OTHER_AMT}= 0 or isnull({Command.TOTAL_OTHER_AMT})) and
{Command.TOTAL_PACKAGE_AMT} = 0 and {Command.TOTAL_TOLL_AMT} = 0
Fields
Field: CustomerBusinessOffice1
Data Source: {@Customer-BusinessOffice}
Data Type: String
Field: BUSINESSOFFICENAME1
Data Source: {Command.BUSINESS_OFFICE_NAME}
Data Type: String
Field: MaxofISR1
Data Source: Maximum ({@ISR}, {Command.BILL_DATE}, "monthly")
Data Type: String
Field: DECODEMETCUSTOMERACCOUNTBILLTONUMBERNULLSUBSTRMETCUSTOMERACCOUNTBILLTONUMBER13SUBSTRMETCUSTOMERACCOUNTBILLTONUMBER43SUBSTRMETCUSTOMERACCOUNTBILLTONUMBER71
Data Source: {Command.(DECODE(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,NULL,'',SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,1,3)||'-'||SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,4,3)||'-'||SUBSTR(MET_CUSTOMER_ACCOUNT.BILL_TO_NUMBER,7)))}
Data Type: String
Field: BILLDATE1
Data Source: {Command.BILL_DATE}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MM/DD/YYYY
Field: TOTALLINES1
Data Source: {Command.TOTAL_LINES}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: TOTALLOCALAMT1
Data Source: {Command.TOTAL_LOCAL_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: TOTALTOLLAMT1
Data Source: {Command.TOTAL_TOLL_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: TOTALDATAAMT1
Data Source: {Command.TOTAL_DATA_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: TOTALFEATUREAMT1
Data Source: {Command.TOTAL_FEATURE_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: TOTALLMSAMT1
Data Source: {Command.TOTAL_LMS_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: TOTALPACKAGEAMT1
Data Source: {Command.TOTAL_PACKAGE_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: TOTALTAXESAMT2
Data Source: {Command.TOTAL_TAXES_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: TOTALOTHERAMT2
Data Source: {Command.TOTAL_OTHER_AMT}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: Total1
Data Source: {@Total}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: CONTRACTEXPIRATIONDATE1
Data Source: {Command.CONTRACT_EXPIRATION_DATE}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MM/DD/YYYY
Field: CONTACTCONTRACTEXPIRATION1
Data Source: {Command.CONTACT_CONTRACT_EXPIRATION}
Data Type: String
Field: MaxofAgent1
Data Source: Maximum ({@Agent}, {Command.BILL_DATE}, "monthly")
Data Type: String
Field: Stations1
Data Source: {@Stations}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: VoiceLines1
Data Source: {@Voice Lines}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: DataLines1
Data Source: {@Data Lines}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: CUSTOMERSBO1
Data Source: {Command.CUSTOMERSBO}
Data Type: String
Field: CONTACTNAME1
Data Source: {Command.CONTACT_NAME}
Data Type: String
Field: CONTACTEMAIL1
Data Source: {Command.CONTACT_EMAIL}
Data Type: String
Field: CUSTBILLACCTID1
Data Source: {Command.CUST_BILL_ACCT_ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Group: Group #5
Grouped By: {@ISR}
Subreport: SABRE MIP Stations.rpt
Data Sources
Source: Connection #1
Database DLL: crdb_oracle.dll
Server: mvs_orap
Properties: QE_LogonProperties
Server: mvs_orap
Trusted_Connection: False
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: Cust_Acct_ID
Data Type: Number
List Type: Static
Parameter: Bill_Date
Data Type: DateTime
List Type: Static
List Values: 2010-01-28 12:41:15 PM
Default Values: 2010-01-28 12:41:15 PM
Tables
Table: Command
Connection: Connection #1
SQL Command: select decode(mon_line_station_code, '005','MIP Station', '007', 'Data','008', 'Data','009', 'Data','014', 'Data','015', 'Data','016', 'Data','017', 'Data','038', 'Data','Voice') Line_Type, sum(ct.qty) qty
from SBR.CUSTOMER_TRANSACTION ct join
transaction_code tc on tc.trans_code = ct.trans_code
join customer_account ca on ca.cust_acct_id = ct.cust_acct_id
where tc.mon_line_station_code is not null
and ca.cust_bill_acct_id ={?Cust_Acct_ID}
and ct.EFF_DATE <= {?Bill_Date}
and nvl(ct.THRU_DATE,to_date('12/31/9999','mm/dd/yyyy')) >={?Bill_Date}
group by decode(mon_line_station_code, '005','MIP Station', '007', 'Data','008', 'Data','009', 'Data','014', 'Data','015', 'Data','016', 'Data','017', 'Data','038', 'Data','Voice')
Parameters: Cust_Acct_ID
Bill_Date
Used Columns: {Command.LINE_TYPE} : String[24]
{Command.QTY} : Number
Formula Fields
Field: Stations
Formula: shared numbervar Stations;
shared numbervar Data;
shared numbervar Voice;
select {Command.LINE_TYPE}
case "Data": data := data + {Command.QTY}
case "Voice": voice := voice +{Command.QTY}
case "MIP Station" : Stations := Stations + {Command.QTY};
"";
Detail
Section: Section a
Fields
Field: Stations1
Data Source: {@Stations}
Data Type: String
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Demonstration/ |
| Document | Order Processing Efficiency Dashboard |
| Matches | 26 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Comments: This report demonstrates the usage of Crystal's Custom Functions feature.
The report also utilizes Rich Text Format interpretation.
Subject: Custom Functions
Keywords: custom functions, parameters
Printer: No Printer
BI Information
Title: Order Processing Efficiency Dashboard
Description: This report demonstrates the usage of Crystal's Custom Functions feature.
The report also utilizes Rich Text Format interpretation.
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Prompt: Customers
Prompt: Choose a Customer:
Prompt Group: Customer Name - Prompt Group
Default Value (Scheduling/Publishing): Alley Cat Cycles..Beach Cycle and Sport
Wheel to Wheel..Wheel to Wheel
Westerly Sports..Westerly Sports
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #3
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #4
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: Customers
Data Type: String
Description: Choose a Customer:
List Type: Dynamic
Dynamic Field: Customer Name
Dynamic DataSource: Customer Name - Prompt Group
Default Values: Wheel to Wheel
Westerly Sports
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Customer_Name} : String[82]
{Customer.Country} : String[62]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #2
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {Orders.Order_ID} : Number
{Orders.Order_Amount} : Number
{Orders.Order_Date} : DateTime
{Orders.Required_Date} : DateTime
{Orders.Ship_Date} : DateTime
Table: dataroot.dataroot.dataroot/Orders_Detail
Connection: Connection #3
Report Alias: Orders_Detail
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Detail
Table: dataroot.dataroot.dataroot/Product
Connection: Connection #4
Report Alias: Product
Call Statement: CALL dataroot.dataroot.dataroot/Product
Used Columns: {Product.Product_Name} : String[102]
Table Links
Joins: dataroot.dataroot.dataroot/Customer_Query Customer INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Customer.Customer_ID = Orders.Customer_ID
dataroot.dataroot.dataroot/Orders_Query Orders INNER JOIN dataroot.dataroot.dataroot/Orders_Detail Orders_Detail ON Orders.Order_ID = Orders_Detail.Order_ID
dataroot.dataroot.dataroot/Orders_Detail Orders_Detail INNER JOIN dataroot.dataroot.dataroot/Product Product ON Orders_Detail.Product_ID = Product.Product_ID
Record Selection Formulas
Formula: {Customer.Customer_Name} in {?Customers}
and
{Orders.Order_Date}>= date(2004,01,01)
and
{Orders.Order_Date}<= date(2004,12,31)
Record Sorting
Sort By: @Group 1 -- Ascending Order Group #1
Customer.Customer_Name -- Ascending Order Group #2
Orders.Order_ID -- Ascending Order
Custom Functions
Function: cdStringParamDisplay
Code: Function cdStringParamDisplay (param () As String Range, title As String)
dim paramcount as number
dim increment as number
dim outputd as string
dim outputr as string
paramcount = count(param)
Do While paramcount > increment
increment = increment + 1
if maximum(param (increment)) <> minimum(param (increment)) _
then outputr = outputr + minimum(param (increment)) + " to " + maximum( param (increment)) + "\par " _
else outputd = outputd + minimum( param (increment)) + "\par " _
Loop
cdStringParamDisplay = "{\rtf1\ansi\ansicpg1252\deff0\deflang1033" + _
"{\fonttbl{\f0\fswiss\fprq2\fcharset0 Arial;}{\f1\fswiss\fcharset0 Arial;}}" + _
"{\colortbl ;\red0\green0\blue128;\red191\green165\blue125;}" + _
"\viewkind4\uc1\pard\cf1\b\f0\fs22 " + title + "\cf0\b0\f1\fs16\par" + _
"\par" + _
"\ul\b\fs16 Distinct Entries\ulnone\par" + _
"\cf2 " + _
"\par " + _
outputd + _
"\par " + _
"\cf0 " + _
"\ul\b Range Entries\ulnone\par " + _
"\par " + _
"\cf2 " + _
outputr + _
"}"
End Function
Function: cdDateTimeDiff
Code: Function (datetimevar startdate, datetimevar enddate)
if enddate - startdate > 0 then
(
numbervar ds:= (date(enddate) - date(startdate))*86400;
numbervar hs:= (hour(enddate) - hour(startdate))*3600;
numbervar ms:= (minute(enddate) - minute(startdate))*60;
numbervar ss:= second(enddate) - second(startdate);
numbervar ts:= ds+hs+ms+ss;
ds:= truncate(ts/86400);
hs:= truncate((remainder(ts,86400))/3600);
ms:= truncate((remainder(ts,3600))/60);
ss:= truncate(remainder(ts,60));
stringvar dsd;
stringvar hsd;
stringvar msd;
stringvar ssd;
if ds < 10 then dsd:= "0" + totext(ds,0,"") else dsd:= totext(ds,0,"");
if hs < 10 then hsd:= "0" + totext(hs,0,"") else hsd:= totext(hs,0,"");
if ms < 10 then msd:= "0" + totext(ms,0,"") else msd:= totext(ms,0,"");
if ss < 10 then ssd:= "0" + totext(ss,0,"") else ssd:= totext(ss,0,"");
stringvar display:= " " + dsd + ":" + hsd + ":" + msd + ":" + ssd;
)
else
(
numbervar ds:= (date(startdate) - date(enddate))*86400;
numbervar hs:= (hour(startdate) - hour(enddate))*3600;
numbervar ms:= (minute(startdate) - minute(enddate))*60;
numbervar ss:= second(startdate) - second(enddate);
numbervar ts:= ds+hs+ms+ss;
ds:= truncate(ts/86400);
hs:= truncate((remainder(ts,86400))/3600);
ms:= truncate((remainder(ts,3600))/60);
ss:= truncate(remainder(ts,60));
stringvar dsd;
stringvar hsd;
stringvar msd;
stringvar ssd;
if ds < 10 then dsd:= "0" + totext(ds,0,"") else dsd:= totext(ds,0,"");
if hs < 10 then hsd:= "0" + totext(hs,0,"") else hsd:= totext(hs,0,"");
if ms < 10 then msd:= "0" + totext(ms,0,"") else msd:= totext(ms,0,"");
if ss < 10 then ssd:= "0" + totext(ss,0,"") else ssd:= totext(ss,0,"");
stringvar display:= "-" + dsd + ":" + hsd + ":" + msd + ":" + ssd;
);
display;
Function: cdCurrencyScalerChoice
Code: Function (currencyvar currencyfield, stringvar scaler, numbervar decimals)
if scaler = "K" then totext(currencyfield/1000,decimals) + "K" else
if scaler = "M" then totext(currencyfield/1000000,decimals) + "M"
Formula Fields
Field: Parameter Values Display
Formula: cdStringParamDisplay ({?Customers}, "Customers Entered via Parameter:")
Field: Order Date
Formula: // a formula is used to create this DateTime field as the Xtreme sample data contains only 12:00:00 as a time
datetimevar orderdate:=
date({Orders.Order_Date}) +
time((Int(Rnd*24)), (Int(Rnd*59)), (Int(Rnd*59)))
Field: Required Date
Formula: // a formula is used to create this DateTime field as the Xtreme sample data contains only 12:00:00 as a time
datetimevar requireddate:=
date({Orders.Required_Date}) +
time((Int(Rnd*24)), 0, 0);
if requireddate <= {@Order Date} then datetime(date({@Order Date}) + 2, time(12,00,00)) else requireddate
Field: Received Date
Formula: // a formula is used to create this DateTime field as the Xtreme sample data contains only 12:00:00 as a time
datetimevar receiveddate:=
date(dateadd("d", Int(1.1/Rnd), {Orders.Ship_Date})) +
time((Int(Rnd*24)), (Int(Rnd*59)), 0);
if receiveddate <= {@Order Date} then {@Order Date} + 4 else receiveddate
Field: Efficiency
Formula: cdDateTimeDiff ({@Required Date},{@Received Date})
Field: On-Time Orders
Formula: if {@Required Date} - {@Received Date} >= 0
then {Orders.Order_Amount}
Field: Late Orders
Formula: if {@Required Date} - {@Received Date} < 0
then {Orders.Order_Amount}
Field: On-Time Orders Grand Total
Formula: if sum({@On-Time Orders}) > 100000
then cdCurrencyScalerChoice (sum({@On-Time Orders}), "M", 2)
else cdCurrencyScalerChoice (sum({@On-Time Orders}), "K", 1)
Field: Late Orders Grand Total
Formula: if {@Late Orders} > 10000
then cdCurrencyScalerChoice (sum({@Late Orders}), "K", 0)
else cdCurrencyScalerChoice (sum({@Late Orders}), "K", 2)
Field: Late or On Time
Formula: if {@Required Date} - {@Received Date} >= 0
then "On Time" else "Late"
Field: Group 1
Formula: whilereadingrecords;
"Report Details"
Field: Report Details
Formula: ">> CLICK TO SEE A DETAILED REPORT"
Field: Late Order Count
Formula: If {@Required Date} - {@Received Date} < 0
then 1
else 0
Field: On Time Order Count
Formula: If {@Required Date} - {@Received Date} > 0
then 1
else 0
Field: Orders Grand Total
Formula: if Sum ({Orders.Order_Amount}, {@Group 1}) > 10000
then cdCurrencyScalerChoice (Sum ({Orders.Order_Amount}, {@Group 1}), "K", 0)
else cdCurrencyScalerChoice (Sum ({Orders.Order_Amount}, {@Group 1}), "K", 2)
Unused Formula Fields
Field: Late Orders Running Total
Formula: whileprintingrecords;
if {@Required Date} - {@Received Date} < 0
then stringvar lateorders:= lateorders + totext({Orders.Order_ID},0,"") + "^";
lateorders
Field: Late Orders Count
Formula: if {@Required Date} < {@Received Date}
then 1
Field: On-Time Orders Count
Formula: if {@Required Date} >= {@Received Date}
then 1
Field: OrderID
Formula: //{OrderProcessing.OrderID}
Running Totals
Running Total: LateOrdersCount
Field: LateOrdersCount
Type: LateOrdersCount
Evaluate: LateOrdersCount
Evaluate Condition: LateOrdersCount
Reset: LateOrdersCount
Reset Condition: LateOrdersCount
Running Total: OnTimeOrdersCount
Field: OnTimeOrdersCount
Type: OnTimeOrdersCount
Evaluate: OnTimeOrdersCount
Evaluate Condition: OnTimeOrdersCount
Reset: OnTimeOrdersCount
Reset Condition: OnTimeOrdersCount
Report Header
Section: Section a
Fields
Field: ParameterValuesDisplay1
Data Source: {@Parameter Values Display}
Data Type: String
Section: Section b
Text Fields
Text Field: Text4
Text: Order Processing Efficiency
Text Field: Text23
Text: ¢ = Late Orders ¢ = On Time Orders
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line2
Ends in Section: ReportHeaderSection1
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {@Group 1}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: //DrillDownGroupLevel > 0
Text Fields
Text Field: Text35
Text: Summary Information
Text Field: Text43
Text: Order Efficiency Totals
Text Field: Text36
Text: ► Total $ amount of late orders: {@Late Orders Grand Total}
Text Field: Text37
Text: ► Total $ amount of on time orders: {@On-Time Orders Grand Total}
Text Field: Text41
Text: Total $ amount of all orders: {@Orders Grand Total}
Text Field: Text38
Text: ► Count of late orders: Sum ({@Late Order Count}, {@Group 1})
Text Field: Text39
Text: ► Count of on time orders: Sum ({@On Time Order Count}, {@Group 1})
Text Field: Text40
Text: Count of all orders: Count ({Orders.Order_ID}, {@Group 1})
Text Field: Text3
Text: Count
Text Field: Text5
Text: $ Amount
Boxes
Box: Box3
Ends in Section: GroupHeaderSection1
Size: 307x178
Line Type: Single
Line Thickness: 20
Box: Box1
Ends in Section: GroupHeaderSection1
Size: 428x178
Line Type: Single
Line Thickness: 20
Charts
Chart: Graph3
Chart Type: Gauge
Show value(s): Sum of (@On-Time Orders, @Group 1)
Sum of (@Late Orders, @Group 1)
Evaluate On: @Group 1
Chart: Graph4
Chart Type: Gauge
Show value(s): Sum of (@On Time Order Count, @Group 1)
Sum of (@Late Order Count, @Group 1)
Evaluate On: @Group 1
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel > 0
Fields
Field: Field2
Data Source: {@Report Details}
Data Type: String
Tool Tip Formula: "Double-click here to see a detailed report."
Group: Group #2
Grouped By: {Customer.Customer_Name}
Group Header
Section: Section a
Headings
Heading: Text11
Text: Efficiency
Heading: Text10
Text: Received Date
Heading: Text8
Text: Required Date
Heading: Text7
Text: Order Date
Heading: Text1
Text: Order_ID
Boxes
Box: Box2
Ends in Section: Section4
Size: 695x80
Line Type: Single
Line Thickness: 20
Detail
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel = 0
Fields
Field: Field3
Data Source: {Orders.Order_ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: (5555555)
Field: Field11
Data Source: {@Order Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: System Default
DateTime Format: DD/MM/YYYY h:mm:ss
Field: Field12
Data Source: {@Required Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: System Default
DateTime Format: DD/MM/YYYY h:mm:ss
Field: Field13
Data Source: {@Received Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: System Default
DateTime Format: DD/MM/YYYY h:mm:ss
Field: Field14
Data Source: {@Efficiency}
Data Type: String
Tool Tip Formula: "This custom function displays a DateTime Difference formula in the format DD:HH:MM:SS."
Text Fields
Text Field: Text2
Text: ◄
Suppression Formula: {@Required Date} - {@Received Date} >= 0
Section: Section b
Fields
Field: LateOrder1
Data Source: {@Late Order Count}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: OnTimeOrderCount1
Data Source: {@On Time Order Count}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: OrderAmount1
Data Source: {Orders.Order_Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Page Footer
Section: Section a
Text Fields
Text Field: Text13
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line1
Ends in Section: Section9
Line Type: Single
Line Thickness: 30
Report Footer
Conditional Formulas
Condition: EnableSuppress
Formula: DrillDownGroupLevel > 0
Section: Section a
Text Fields
Text Field: Text6
Text: Efficiency by Month
Boxes
Box: Box4
Ends in Section: Section14
Size: 744x236
Line Type: Single
Line Thickness: 20
Charts
Chart: Graph5
Chart Type: Line
Show value(s): DistinctCount (Orders.Order_ID, @Late or On Time)
Evaluate On: Orders.Ship_Date
@Late or On Time
Section: Section b
Text Fields
Text Field: Text12
Text: Top 5 Shipments by Country
Text Field: Text9
Text: Top 5 Shipments by Product
Boxes
Box: Box5
Ends in Section: ReportFooterSection1
Size: 366x236
Line Type: Single
Line Thickness: 20
Box: Box8
Ends in Section: ReportFooterSection1
Size: 366x236
Line Type: Single
Line Thickness: 20
Charts
Chart: Graph6
Chart Type: Line
Show value(s): DistinctCount (Orders.Order_ID, @Late or On Time)
Evaluate On: Product.Product_Name
@Late or On Time
Chart: Graph7
Chart Type: Line
Show value(s): DistinctCount (Orders.Order_ID, @Late or On Time)
Evaluate On: Customer.Country
@Late or On Time
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\General Business\ |
| Document | Order Packing List.rpt |
| Matches | 36 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Comments: Order packing list grouped on Customer Name and Order ID.
Title: Order Packing List
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
{Customer.Address1} : String[122]
{Customer.Address2} : String[42]
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Table: Employee
Connection: Connection #1
Used Columns: {Employee.Employee ID} : Number
{Employee.Last Name} : String[42]
{Employee.First Name} : String[22]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Customer ID} : Number
{Orders.Employee ID} : Number
{Orders.Ship Via} : String[42]
{Orders.Shipped} : Boolean
Table: Orders Detail
Connection: Connection #1
Report Alias: Orders_Detail
Used Columns: {Orders_Detail.Product ID} : Number
{Orders_Detail.Quantity} : Number
Table: Product
Connection: Connection #1
Used Columns: {Product.Product ID} : Number
{Product.Product Name} : String[102]
{Product.Color} : String[42]
{Product.Size} : String[22]
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Orders INNER JOIN Employee ON Orders.[Employee ID] = Employee.[Employee ID]
Orders INNER JOIN [Orders Detail] Orders_Detail ON Orders.[Order ID] = Orders_Detail.[Order ID]
[Orders Detail] Orders_Detail INNER JOIN Product ON Orders_Detail.[Product ID] = Product.[Product ID]
Record Selection Formulas
Formula: not {Orders.Shipped}
//{Orders.Order Date} in [Date (1998, 04, 12), Date (1998, 04, 30)]
Record Sorting
Sort By: Customer.Customer Name -- Ascending Order Group #1
Orders.Order ID -- Ascending Order Group #2
Formula Fields
Field: size/color
Formula: {Product.Size}+" inch / "+{Product.Color}
Field: address1&2
Formula: if IsNull({Customer.Address1}) then {Customer.Address2}
else
if IsNull({Customer.Address2}) then {Customer.Address1}
else
{Customer.Address2} + ", " + {Customer.Address1}
Field: ciy/region
Formula: if IsNull({Customer.City}) then {Customer.Region}
else
if IsNull({Customer.Region}) then {Customer.City}
else
{Customer.City} + ", " + {Customer.Region}
Field: salesperson
Formula: {Employee.First Name}+" "+{Employee.Last Name}
Field: Xtreme phone/fax
Formula: "Phone: (604) 681-3435 Fax: (604) 681-2934"
Field: Xtreme Address
Formula: "2001 Meridian Way, Vancouver, BC, Canada V6G 3G6"
Unused Formula Fields
Field: amount
Formula: {Orders_Detail.Unit Price}*{Orders_Detail.Quantity}
Field: ProdNameG
Formula: whileprintingrecords;
if Remainder (RecordNumber,2 )<>0 then
"grey"
else""
Report Header
Section: Section a
Text Fields
Text Field: Text1
Text: `
Boxes
Box: Box1
Ends in Section: Section1
Size: 0x0
Line Type: Single
Line Thickness: 0
Page Header
Section: Section a
Headings
Heading: Text26
Text: Quantity
Groups
Group: Group #1
Grouped By: {Customer.Customer Name}
Group: Group #2
Grouped By: {Orders.Order ID}
Group Header
Section: Section a
Fields
Field: Field1
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: 5555555
Field: Field3
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: PrintDate1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: PrintTime1
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text2
Text: Order No.:
Text Field: Text4
Text: Page No.:
Text Field: Text5
Text: PLEASE OPEN AND INSPECT IMMEDIATELY
Text Field: Text6
Text: Order Packing List
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Boxes
Box: Box2
Ends in Section: Section4
Size: 0x0
Line Type: Single
Line Thickness: 0
Box: Box4
Ends in Section: Section4
Size: 400x19
Line Type: Single
Line Thickness: 20
Lines
Line: Line8
Ends in Section: Section4
Line Type: Single
Line Thickness: 30
Section: Section b
Fields
Field: Field4
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: 5555555
Field: Field5
Data Source: {@salesperson}
Data Type: String
Field: Field6
Data Source: {Orders.Ship Via}
Data Type: String
Text Fields
Text Field: Text7
Text: Ship to:
Text Field: Text8
Text: Ship From:
Text Field: Text9
Text: {Customer.Customer Name}
{@address1&2}
{@ciy/region}
{Customer.Country}
{Customer.Postal Code}
Text Field: Text10
Text: Xtreme Mountain Bikes, Inc.
2001 Meridian Way
Vancouver, BC
Canada
V6G 3G6
Text Field: Text11
Text: Shipped Via:
Text Field: Text12
Text: Sales Person:
Text Field: Text13
Text: P.O. Number:
Lines
Line: Line1
Ends in Section: Section5
Line Type: Single
Line Thickness: 10
Line: Line2
Ends in Section: Section5
Line Type: Single
Line Thickness: 10
Line: Line3
Ends in Section: Section5
Line Type: Single
Line Thickness: 20
Section: Section c
Text Fields
Text Field: Text14
Text: Description
Text Field: Text15
Text: Item No.
Text Field: Text16
Text: Unit
Text Field: Text17
Text: Qty Ordered
Text Field: Text18
Text: Qty Shipped
Lines
Line: Line4
Ends in Section: Section8
Line Type: Single
Line Thickness: 20
Detail
Section: Section a
Fields
Field: Field7
Data Source: {Orders_Detail.Product ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Field: Field8
Data Source: {Orders_Detail.Quantity}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: Field10
Data Source: {Orders_Detail.Quantity}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text19
Text: EA
Text Field: Text20
Text: {Product.Product Name} {@size/color}
Page Footer
Section: Section a
Fields
Field: Field9
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text21
Text: {@Xtreme Address} {@Xtreme phone/fax}
Text Field: Text22
Text: Xtreme Mountain Bikes, Inc.
Text Field: Text23
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Text Field: Text24
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text25
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line5
Ends in Section: Section11
Line Type: Single
Line Thickness: 0
Line: Line6
Ends in Section: Section11
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Summary Group.rpt |
| Matches | 50 |
Crystal Report | |
Report Information
Version: 11.0
Author: © 2002 Crystal Decisions, Inc.
Title: How to summarize grouped data
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Summary Fields
Field: Customer Name
Formula: Count ({Customer.Customer Name}, {Customer.Country})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: Average ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: PercentOfSum ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales})
Field: Customer Name
Formula: Count ({Customer.Customer Name})
Field: Last Year's Sales
Formula: Average ({Customer.Last Year's Sales})
Field: Last Year's Sales
Formula: PercentOfSum ({Customer.Last Year's Sales})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Summarizing Group Data
Pictures
Picture: Picture4
Size: 286x107
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Customer Name
Text Field: Text3
Text: Region
Text Field: Text4
Text: City
Text Field: Text5
Text: Postal Code
Text Field: Text6
Text: Last Year's Sales
Text Field: Text7
Text: How to summarize group data
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Country})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Count ({Customer.Customer Name}, {Customer.Country})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Text Fields
Text Field: Text8
Text: COUNT of Customers =
Tool Tip Formula: "Country Count is generated by using Insert>Summary"
Boxes
Box: Box1
Ends in Section: Section10
Size: 330x93
Line Type: Single
Line Thickness: 20
Section: Section b
Fields
Field: Field11
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text12
Text: SUM of Last Year's Sales =
Tool Tip Formula: "Country Sum is generated by using Insert>Summary"
Section: Section c
Fields
Field: Field12
Data Source: Average ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text13
Text: AVERAGE Last Year's Sales =
Tool Tip Formula: "Country Average is generated by using Insert>Summary"
Section: Section d
Fields
Field: Field13
Data Source: PercentOfSum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: %
Currency Position: Trailing Outside Negative -123%
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555%.
Text Fields
Text Field: Text14
Text: PERCENTAGE of Last Year's Sales =
Tool Tip Formula: "Country Percentage is generated by using Insert>Summary"
Lines
Line: Line4
Ends in Section: Section10
Line Type: Single
Line Thickness: 20
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field5
Data Source: {Customer.Region}
Data Type: String
Field: Field6
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field7
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field18
Data Source: {Customer.City}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field10
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text9
Text: Crystal Care Support Site
Hyperlink: http://support.crystaldecisions.com
Text Field: Text10
Text: © Copyright 2002 Crystal Decisions, Inc. All Rights Reserved.
Text Field: Text11
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@crystaldecisions.com
Pictures
Picture: Picture2
Size: 179x50
Hyperlink: http://www.crystaldecisions.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Fields
Field: Field14
Data Source: Count ({Customer.Customer Name})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Field: Field15
Data Source: Sum ({Customer.Last Year's Sales})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field16
Data Source: Average ({Customer.Last Year's Sales})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field17
Data Source: PercentOfSum ({Customer.Last Year's Sales})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: %
Currency Position: Trailing Outside Negative -123%
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555%.
Text Fields
Text Field: Text15
Text: COUNT of Customers =
Tool Tip Formula: "Country Count is generated by using Insert>Summary and by creating a simple formula. See Insert>Formula Field for details."
Text Field: Text16
Text: SUM of Last Year's Sales =
Tool Tip Formula: "Country Count is generated by using Insert>Summary and by creating a simple formula. See Insert>Formula Field for details."
Text Field: Text17
Text: AVERAGE Last Year's Sales =
Tool Tip Formula: "Country Count is generated by using Insert>Summary and by creating a simple formula. See Insert>Formula Field for details."
Text Field: Text18
Text: PERCENTAGE of Last Year's Sales =
Tool Tip Formula: "Country Count is generated by using Insert>Summary and by creating a simple formula. See Insert>Formula Field for details."
Text Field: Text19
Text: TOTAL:
Boxes
Box: Box3
Ends in Section: Section6
Size: 322x93
Line Type: Single
Line Thickness: 20
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Group By Intervals.rpt |
| Matches | 23 |
Crystal Report | |
Report Information
Version: 10.2
Author: Copyright © 2004 Business Objects
Title: How to group data in intervals
Printer: Unknown/Not Set
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Sorting
Sort By: Customer.Last Year's Sales -- Original Order Group #1
Customer.Customer Name -- Ascending Order
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Last Year's Sales})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Group Data in Intervals
Pictures
Picture: Picture4
Size: 286x107
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Customer Name
Text Field: Text3
Text: Region
Text Field: Text4
Text: Country
Text Field: Text5
Text: Last Year's Sales
Text Field: Text6
Text: How to group data in intervals
Text Field: Text7
Text: Postal Code
Groups
Group: Group #1
Grouped By: {Customer.Last Year's Sales}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Last Year's Sales})
Data Type: String
Tool Tip Formula: "Group data in intervals by selecting Report>Change Group Expert once your group section has been created"
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Last Year's Sales})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text8
Text: Total:
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field5
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field6
Data Source: {Customer.Country}
Data Type: String
Field: Field7
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Tool Tip Formula: "Group data in intervals by selecting Report>Change Group Expert once your group section has been created"
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field8
Data Source: {Customer.Region}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field10
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text9
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text10
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text11
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Calculated Member Cross-tab Chart |
| Matches | 6 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Calculated Member Cross-tab Chart
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Last_Years_Sales} : Number
{Customer.Country} : String[62]
Record Selection Formulas
Formula: {Customer.Country} in ["Belgium", "Germany", "France", "England", "Canada", "Mexico", "USA"]
Report Header
Section: Section a
Text Fields
Text Field: Text1
Text: Calculated Member Cross-tab Chart
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line1
Ends in Section: ReportHeaderSection2
Line Type: Single
Line Thickness: 30
Section: Section b
Charts
Chart: Graph1
Chart Type: Bar
Section: Section c
Cross-Tabs
Cross-Tab: CrossTab1
Page Footer
Section: Section a
Text Fields
Text Field: Text2
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Grouping and Sorting |
| Matches | 24 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: \\http://van-s-prt01\VAN-P-DISCOVERY
BI Information
Title: Grouping and Sorting
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Customer_Name} : String[82]
{Customer.Last_Years_Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Record Selection Formulas
Formula: {Customer.Country} in ["Belgium", "Germany", "France", "England", "Canada", "Mexico", "USA"]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Customer.Region -- Ascending Order
Customer.Last_Years_Sales -- Descending Order
Summary Fields
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Page Header
Section: Section a
Text Fields
Text Field: Text1
Text: Grouping and Sorting
Text Field: Text4
Text: Country
Headings
Heading: Text6
Text: Customer_Name
Heading: Text5
Text: Region
Heading: Text3
Text: Last Year's Sales
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line1
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: GroupNameCountry1
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: SumofLastx0020Yearx0027sx0020Sales1
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Detail
Section: Section a
Fields
Field: Lastx0020Yearx0027sx0020Sales1
Data Source: {Customer.Last_Years_Sales}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: Region1
Data Source: {Customer.Region}
Data Type: String
Field: Customerx0020Name1
Data Source: {Customer.Customer_Name}
Data Type: String
Page Footer
Section: Section a
Text Fields
Text Field: Text2
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Drilldown |
| Matches | 65 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Drilldown
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Customer_ID} : Number
{Customer.Customer_Name} : String[82]
{Customer.Last_Years_Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #2
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {Orders.Order_ID} : Number
{Orders.Order_Amount} : Number
Table Links
Joins: dataroot.dataroot.dataroot/Customer_Query Customer INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Customer.Customer_ID = Orders.Customer_ID
Record Selection Formulas
Formula: //{Customer.Country} in ["Belgium", "Germany", "France", "England", "Canada", "Mexico", "USA"]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Customer.Region -- Ascending Order Group #2
Customer.Customer_ID -- Ascending Order Group #3
Customer.Region -- Ascending Order Group #2
Customer.Last_Years_Sales -- Descending Order
Formula Fields
Field: dynamicHeaderLabel
Formula: if drilldowngrouplevel = 0 then "Country"
else if drilldowngrouplevel = 1 then "Region"
else "Customer Name"
Unused Formula Fields
Field: test
Formula: drilldowngrouplevel
Summary Fields
Field: Order_Amount
Formula: Sum ({Orders.Order_Amount}, {Customer.Country})
Field: Order_Amount
Formula: Count ({Orders.Order_Amount}, {Customer.Country})
Field: Order_Amount
Formula: Average ({Orders.Order_Amount}, {Customer.Country})
Field: Order_Amount
Formula: Sum ({Orders.Order_Amount}, {Customer.Region})
Field: Order_Amount
Formula: Count ({Orders.Order_Amount}, {Customer.Region})
Field: Order_Amount
Formula: Average ({Orders.Order_Amount}, {Customer.Region})
Field: Order_Amount
Formula: Sum ({Orders.Order_Amount}, {Customer.Customer_ID})
Field: Order_Amount
Formula: Count ({Orders.Order_Amount}, {Customer.Customer_ID})
Field: Order_Amount
Formula: Average ({Orders.Order_Amount}, {Customer.Customer_ID})
Page Header
Section: Section a
Fields
Field: dynamicHeaderLabel1
Data Source: {@dynamicHeaderLabel}
Data Type: String
Text Fields
Text Field: Text1
Text: Drilldown
Text Field: Text4
Text: Average Order Amount
Text Field: Text5
Text: Number of Orders
Text Field: Text6
Text: Total Order Amount
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line1
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: if drilldowngrouplevel in [1,2,3] then true
Fields
Field: GroupNameCountry1
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: SumofOrderx0020Amount1
Data Source: Sum ({Orders.Order_Amount}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CountofOrderx0020Amount1
Data Source: Count ({Orders.Order_Amount}, {Customer.Country})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: AvgofOrderx0020Amount1
Data Source: Average ({Orders.Order_Amount}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: if drilldowngrouplevel = 0 then true
Fields
Field: AvgofOrderx0020Amount4
Data Source: Average ({Orders.Order_Amount}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CountofOrderx0020Amount4
Data Source: Count ({Orders.Order_Amount}, {Customer.Country})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: SumofOrderx0020Amount4
Data Source: Sum ({Orders.Order_Amount}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: GroupNameCountry2
Data Source: GroupName ({Customer.Country})
Data Type: String
Group: Group #2
Grouped By: {Customer.Region}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: if drilldowngrouplevel in [2,3] then true
Fields
Field: GroupNameRegion1
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: SumofOrderx0020Amount2
Data Source: Sum ({Orders.Order_Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CountofOrderx0020Amount2
Data Source: Count ({Orders.Order_Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: AvgofOrderx0020Amount2
Data Source: Average ({Orders.Order_Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: if drilldowngrouplevel in [0,1] then true
Fields
Field: GroupNameRegion2
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: AvgofOrderx0020Amount5
Data Source: Average ({Orders.Order_Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CountofOrderx0020Amount5
Data Source: Count ({Orders.Order_Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: SumofOrderx0020Amount5
Data Source: Sum ({Orders.Order_Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group: Group #3
Grouped By: {Customer.Customer_ID}
Name Formula: ToText ({Customer.Customer_Name})
Group Header
Section: Section a
Fields
Field: GroupNameCustomerx0020ID1
Data Source: GroupName ({Customer.Customer_ID})
Data Type: String
Field: SumofOrderx0020Amount3
Data Source: Sum ({Orders.Order_Amount}, {Customer.Customer_ID})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CountofOrderx0020Amount3
Data Source: Count ({Orders.Order_Amount}, {Customer.Customer_ID})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: AvgofOrderx0020Amount3
Data Source: Average ({Orders.Order_Amount}, {Customer.Customer_ID})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel = 2
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: if drilldowngrouplevel in [0,1,2] then true
Detail
Section: Section a
Text Fields
Text Field: Text7
Text: Order Number: {Orders.Order_ID}: Amount: {Orders.Order_Amount}
Page Footer
Section: Section a
Text Fields
Text Field: Text2
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Demonstration/ |
| Document | World Sales Report |
| Matches | 69 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Comments: Top 5 Countries' Sales with pie chart. Drill down on Country of interest to view Country's Top 5 Regional Sales with pie chart. Drill down on Region of interest to view Region's City Sales with pie chart. Drill down on City of interest to view City's Company Sales.
Title: World Sales Report
Printer: No Printer
BI Information
Title: World Sales Report
Description: Top 5 Countries' Sales with pie chart. Drill down on Country of interest to view Country's Top 5 Regional Sales with pie chart. Drill down on Region of interest to view Region's City Sales with pie chart. Drill down on City of interest to view City's Company Sales.
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Customer_Name} : String[82]
{Customer.Last_Years_Sales} : Number
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #2
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {Orders.Order_ID} : Number
{Orders.Order_Amount} : Number
{Orders.Order_Date} : Date
Table Links
Joins: dataroot.dataroot.dataroot/Customer_Query Customer INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Customer.Customer_ID = Orders.Customer_ID
Record Selection Formulas
Formula: {Customer.Last_Years_Sales}>0
Record Sorting
Sort By: Sum of (Customer.Last_Years_Sales, Customer.Country) -- Top N Order
Sum of (Customer.Last_Years_Sales, Customer.Region) -- Top N Order
Sum of (Customer.Last_Years_Sales, Customer.City) -- Descending Order
Customer.Customer_Name -- Ascending Order
Orders.Order_Date -- Ascending Order
Orders.Order_Amount -- Ascending Order
Unused Formula Fields
Field: ddgl
Formula: drilldowngrouplevel
Summary Fields
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.City})
Field: Last_Years_Sales
Formula: PercentOfSum ({Customer.Last_Years_Sales}, {Customer.City}, {Customer.Region})
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.Region})
Field: Last_Years_Sales
Formula: PercentOfSum ({Customer.Last_Years_Sales}, {Customer.Region}, {Customer.Country})
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Field: Last_Years_Sales
Formula: PercentOfSum ({Customer.Last_Years_Sales}, {Customer.Country})
Report Header
Section: Section a
Text Fields
Text Field: Text1
Text: World Sales Report
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line2
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 0
Text Fields
Text Field: Text2
Text: Top 5 Countries' Sales
Charts
Chart: Graph1
Chart Type: Pie
Show value(s): Sum of (Customer.Last_Years_Sales, Customer.Country)
Evaluate On: Customer.Country
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 0
Text Fields
Text Field: Text32
Text: Country
Text Field: Text3
Text: Total Sales
Text Field: Text4
Text: Percent of Total
Page Header
Section: Section a
Headings
Heading: Text18
Text: Customer_Name
Heading: Text19
Text: Order_ID
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 1
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 1
Text Fields
Text Field: Text5
Text: Region
Text Field: Text6
Text: Total Sales
Text Field: Text7
Text: Percent of Total
Text Field: Text8
Text: Sales for GroupName ({Customer.Country})
Charts
Chart: Graph5
Chart Type: Bar
Show value(s): Sum of (Customer.Last_Years_Sales, Customer.Region)
Evaluate On: Customer.Region
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 1
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 0
Fields
Field: Field15
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: Field3
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $(123)
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $(5,555,555)
Field: PercentageofSumofOrderAmount1
Data Source: PercentOfSum ({Customer.Last_Years_Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: %
Currency Position: Trailing Outside Negative (123)%
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: (5555555)%.
Group: Group #2
Grouped By: {Customer.Region}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 2
Text Fields
Text Field: Text35
Text: Sales for GroupName ({Customer.Region})
Text Field: Text12
Text: Region
Text Field: Text16
Text: Total Sales
Text Field: Text17
Text: Percent of Total
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 2
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: drilldowngrouplevel <> 1
Fields
Field: Field12
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Field13
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $(123)
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $(5,555,555)
Field: PercentageofSumofLastYearsSales1
Data Source: PercentOfSum ({Customer.Last_Years_Sales}, {Customer.Region}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: %
Currency Position: Trailing Outside Negative (123)%
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: (5555555)%.
Group: Group #3
Grouped By: {Customer.City}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: //GroupNumber>1 and drilldowngrouplevel <> 3
Fields
Field: Field9
Data Source: GroupName ({Customer.City})
Data Type: String
Field: Field10
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.City})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $(123)
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $(5,555,555)
Field: PercentageofSumofLastYearsSales2
Data Source: PercentOfSum ({Customer.Last_Years_Sales}, {Customer.City}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: %
Currency Position: Trailing Outside Negative (123)%
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: (5555555)%.
Group Footer
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: //drilldowngrouplevel <> 2
Detail
Section: Section a
Fields
Field: Field6
Data Source: {Orders.Order_Date}
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: M/D/YYYY hh:mm:ss AM
Field: OrderAmount1
Data Source: {Orders.Order_Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CustomerName1
Data Source: {Customer.Customer_Name}
Data Type: String
Field: OrderID1
Data Source: {Orders.Order_ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Page Footer
Section: Section a
Text Fields
Text Field: Text13
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line1
Ends in Section: Section20
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Interactive Parameters Dynamic Group |
| Matches | 2 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Interactive Parameters Dynamic Group
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Prompt: data grouping
Prompt: Enter data grouping:
Default Value (Scheduling/Publishing): Product Category
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #3
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #4
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: data grouping
Data Type: String
Description: Enter data grouping:
List Type: Static
List Values: Order Date
Product Class
Product Category
Product Name
Order ID
Default Values: Product Category
Initial Values: Order Date
Tables
Table: dataroot.dataroot.dataroot/Product
Connection: Connection #1
Report Alias: Product
Call Statement: CALL dataroot.dataroot.dataroot/Product
Used Columns: {Product.Product_Name} : String[102]
{Product.Product_Class} : String[102]
Table: dataroot.dataroot.dataroot/Product_Type
Connection: Connection #2
Report Alias: Product_Type
Call Statement: CALL dataroot.dataroot.dataroot/Product_Type
Used Columns: {Product_Type.Product_Type_Name} : String[102]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #3
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {Orders.Order_ID} : Number
{Orders.Customer_ID} : Number
{Orders.Order_Date} : DateTime
Table: dataroot.dataroot.dataroot/Orders_Detail
Connection: Connection #4
Report Alias: Orders_Detail
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Detail
Used Columns: {Orders_Detail.Unit_Price} : Number
{Orders_Detail.Quantity} : Number
Table Links
Joins: dataroot.dataroot.dataroot/Orders_Detail Orders_Detail INNER JOIN dataroot.dataroot.dataroot/Product Product ON Orders_Detail.Product_ID = Product.Product_ID
dataroot.dataroot.dataroot/Orders_Detail Orders_Detail INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Orders_Detail.Order_ID = Orders.Order_ID
dataroot.dataroot.dataroot/Product Product INNER JOIN dataroot.dataroot.dataroot/Product_Type Product_Type ON Product.Product_Type_ID = Product_Type.Product_Type_ID
Record Selection Formulas
Formula: //{Customer.Customer_Name} = "BBS Pty"
{Orders.Customer_ID} = 71
Record Sorting
Sort By: @data grouping -- Ascending Order Group #1
Orders.Order_ID -- Ascending Order
Orders.Order_Date -- Ascending Order
Product.Product_Class -- Ascending Order
Product_Type.Product_Type_Name -- Ascending Order
Product.Product_Name -- Ascending Order
@ItemTotal -- Ascending Order
Formula Fields
Field: ItemTotal
Formula: {Orders_Detail.Quantity} * {Orders_Detail.Unit_Price}
Field: data grouping
Formula: if {?data grouping} = "Order Date" then totext({Orders.Order_Date}, "yy MMM dd, dddd")
else if {?data grouping} = "Product Class" then {Product.Product_Class}
else if {?data grouping} = "Product Category" then {Product_Type.Product_Type_Name}
else if {?data grouping} = "Product Name" then {Product.Product_Name}
Summary Fields
Field: ItemTotal
Formula: Sum ({@ItemTotal}, {@data grouping})
Page Header
Section: Section a
Text Fields
Text Field: Text9
Text: Interactive Parameters Dynamic Group
Headings
Heading: Text8
Text: Order ID
Heading: Text11
Text: ItemTotal
Heading: Text22
Text: Product Name
Heading: Text21
Text: Product
Category
Heading: Text24
Text: Product
Class
Heading: Text10
Text: Order Date
Pictures
Picture: Picture1
Size: 768x82
Lines
Line: Line1
Ends in Section: PageHeaderSection2
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {@data grouping}
Group Header
Section: Section a
Fields
Field: GroupNamedatagrouping1
Data Source: GroupName ({@data grouping})
Data Type: String
Field: SumofItemTotal1
Data Source: Sum ({@ItemTotal}, {@data grouping})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Detail
Section: Section a
Conditional Formulas
Condition: BackgroundColor
Formula: // This conditional formatting formula must return one of the following Color Constants:
//
// Color (red, green, blue)
// crBlack
// crMaroon
// crGreen
// crOlive
// crNavy
// crPurple
// crTeal
// crSilver
// crRed
// crLime
// crYellow
// crBlue
// crFuchsia
// crAqua
// crWhite
// crNoColor
//
if remainder(recordnumber,2) = 0 then crwhite else rgb(234,244,255)
Fields
Field: ProductTypeName1
Data Source: {Product_Type.Product_Type_Name}
Data Type: String
Field: ProductName1
Data Source: {Product.Product_Name}
Data Type: String
Field: ProductClass1
Data Source: {Product.Product_Class}
Data Type: String
Field: OrderID1
Data Source: {Orders.Order_ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: OrderDate1
Data Source: {Orders.Order_Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MM/DD/YYYY
Field: ItemTotal1
Data Source: {@ItemTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Page Footer
Section: Section a
Fields
Field: PageNofM1
Data Source: PageNofM
Data Type: String
Text Fields
Text Field: Text1
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: Picture2
Size: 768x82
Picture: Picture4
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection1
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Interactive Parameters Chart |
| Matches | 2 |
Crystal Report | |
Report Information
Version: 14.0
Printer: No Printer
BI Information
Title: Interactive Parameters Chart
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Prompt: data grouping
Prompt: Enter data grouping:
Default Value (Scheduling/Publishing): Order Date
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #3
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #4
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: data grouping
Data Type: String
Description: Enter data grouping:
List Type: Static
List Values: Order Date
Product Category
Product Name
Order ID
Default Values: Order Date
Initial Values: Order Date
Tables
Table: dataroot.dataroot.dataroot/Product
Connection: Connection #1
Report Alias: Product
Call Statement: CALL dataroot.dataroot.dataroot/Product
Used Columns: {Product.Product_Name} : String[102]
{Product.Product_Class} : String[102]
Table: dataroot.dataroot.dataroot/Product_Type
Connection: Connection #2
Report Alias: Product_Type
Call Statement: CALL dataroot.dataroot.dataroot/Product_Type
Used Columns: {Product_Type.Product_Type_Name} : String[102]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #3
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {Orders.Order_ID} : Number
{Orders.Customer_ID} : Number
{Orders.Order_Date} : DateTime
Table: dataroot.dataroot.dataroot/Orders_Detail
Connection: Connection #4
Report Alias: Orders_Detail
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Detail
Used Columns: {Orders_Detail.Unit_Price} : Number
{Orders_Detail.Quantity} : Number
Table Links
Joins: dataroot.dataroot.dataroot/Orders_Detail Orders_Detail INNER JOIN dataroot.dataroot.dataroot/Product Product ON Orders_Detail.Product_ID = Product.Product_ID
dataroot.dataroot.dataroot/Orders_Detail Orders_Detail INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Orders_Detail.Order_ID = Orders.Order_ID
dataroot.dataroot.dataroot/Product Product INNER JOIN dataroot.dataroot.dataroot/Product_Type Product_Type ON Product.Product_Type_ID = Product_Type.Product_Type_ID
Record Selection Formulas
Formula: //{Customer.Customer_Name} = "BBS Pty"
{Orders.Customer_ID} = 71
Record Sorting
Sort By: @data grouping -- Ascending Order Group #1
Orders.Order_ID -- Ascending Order
Orders.Order_Date -- Ascending Order
Product.Product_Class -- Ascending Order
Product_Type.Product_Type_Name -- Ascending Order
Product.Product_Name -- Ascending Order
@ItemTotal -- Ascending Order
Formula Fields
Field: ItemTotal
Formula: {Orders_Detail.Quantity} * {Orders_Detail.Unit_Price}
Field: data grouping
Formula: if {?data grouping} = "Order ID" then totext({Orders.Order_ID},0,'')
else if {?data grouping} = "Order Date" then totext({Orders.Order_Date}, "yy MMM dd, dddd")
else if {?data grouping} = "Product Category" then {Product_Type.Product_Type_Name}
else if {?data grouping} = "Product Name" then {Product.Product_Name}
Summary Fields
Field: ItemTotal
Formula: Sum ({@ItemTotal}, {@data grouping})
Report Header
Section: Section a
Text Fields
Text Field: Text9
Text: Interactive Parameters Chart
Pictures
Picture: Picture1
Size: 768x82
Lines
Line: Line1
Ends in Section: ReportHeaderSection2
Line Type: Single
Line Thickness: 30
Section: Section b
Text Fields
Text Field: Text1
Text: Items Sold by {?data grouping}
Charts
Chart: Graph1
Chart Type: Bar
Show value(s): Sum of (@ItemTotal, @data grouping)
Evaluate On: @data grouping
Page Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: pagenumber = 1
Text Fields
Text Field: Text2
Text: Interactive Parameters Chart
Headings
Heading: Text11
Text: ItemTotal
Heading: Text22
Text: Product Name
Heading: Text21
Text: Product
Category
Heading: Text24
Text: Product
Class
Heading: Text10
Text: Order Date
Heading: Text8
Text: Order ID
Pictures
Picture: Picture3
Size: 768x82
Lines
Line: Line3
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: pagenumber <> 1
Headings
Heading: Text3
Text: ItemTotal
Heading: Text4
Text: Product Name
Heading: Text5
Text: Product
Category
Heading: Text6
Text: Product
Class
Heading: Text7
Text: Order Date
Heading: Text12
Text: Order ID
Lines
Line: Line4
Ends in Section: PageHeaderSection2
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {@data grouping}
Group Header
Section: Section a
Fields
Field: GroupNamedatagrouping1
Data Source: GroupName ({@data grouping})
Data Type: String
Field: SumofItemTotal1
Data Source: Sum ({@ItemTotal}, {@data grouping})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Detail
Section: Section a
Conditional Formulas
Condition: BackgroundColor
Formula: // This conditional formatting formula must return one of the following Color Constants:
//
// Color (red, green, blue)
// crBlack
// crMaroon
// crGreen
// crOlive
// crNavy
// crPurple
// crTeal
// crSilver
// crRed
// crLime
// crYellow
// crBlue
// crFuchsia
// crAqua
// crWhite
// crNoColor
//
if remainder(recordnumber,2) = 0 then crwhite else rgb(234,244,255)
Fields
Field: ProductTypeName1
Data Source: {Product_Type.Product_Type_Name}
Data Type: String
Field: ProductName1
Data Source: {Product.Product_Name}
Data Type: String
Field: ProductClass1
Data Source: {Product.Product_Class}
Data Type: String
Field: OrderID1
Data Source: {Orders.Order_ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: OrderDate1
Data Source: {Orders.Order_Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MM/DD/YYYY
Field: ItemTotal1
Data Source: {@ItemTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Page Footer
Section: Section a
Fields
Field: PageNofM1
Data Source: PageNofM
Data Type: String
Text Fields
Text Field: Text13
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: Picture2
Size: 768x82
Picture: Picture5
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection1
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Interactive Parameters |
| Matches | 35 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Interactive Parameters
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Prompt: Order Dates
Prompt: Enter Order Dates:
Default Value (Scheduling/Publishing): Date (2004, 6, 1)..Date (2004, 6, 30)
Prompt: Highlighting
Prompt: Highlight orders greater than N amount:
Default Value (Scheduling/Publishing): [Empty]
Prompt: Order Details
Prompt: Show additional details for which Order Numbers:
Default Value (Scheduling/Publishing): [Empty]
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: Order Dates
Data Type: Date
Description: Enter Order Dates:
List Type: Static
Parameter: Highlighting
Data Type: Number
Description: Highlight orders greater than N amount:
List Type: Static
Parameter: Order Details
Data Type: Number
Description: Show additional details for which Order Numbers:
List Type: Static
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Customer_Name} : String[82]
{Customer.Contact_First_Name} : String[62]
{Customer.Contact_Last_Name} : String[62]
{Customer.Contact_Title} : String[12]
{Customer.Address1} : String[122]
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal_Code} : String[22]
{Customer.E-mail} : String[102]
{Customer.Phone} : String[42]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #2
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {Orders.Order_ID} : Number
{Orders.Order_Amount} : Number
{Orders.Order_Date} : DateTime
Table Links
Joins: dataroot.dataroot.dataroot/Customer_Query Customer INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Customer.Customer_ID = Orders.Customer_ID
Record Selection Formulas
Formula: {Customer.Country} = "USA"
Record Sorting
Sort By: Orders.Order_Date -- Ascending Order
Page Header
Section: Section a
Text Fields
Text Field: Text1
Text: Interactive Parameters
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line1
Ends in Section: PageHeaderSection2
Line Type: Single
Line Thickness: 30
Section: Section b
Headings
Heading: Text3
Text: Order_Amount
Heading: Text4
Text: Order_Date
Heading: Text5
Text: Customer_Name
Heading: Text6
Text: Order ID
Detail
Section: Section a
Conditional Formulas
Condition: BackgroundColor
Formula: // This conditional formatting formula must return one of the following Color Constants:
//
// Color (red, green, blue)
// crBlack
// crMaroon
// crGreen
// crOlive
// crNavy
// crPurple
// crTeal
// crSilver
// crRed
// crLime
// crYellow
// crBlue
// crFuchsia
// crAqua
// crWhite
// crNoColor
//
if remainder(recordnumber,2) = 0 then crwhite else rgb(234,244,255)
Fields
Field: Orderx0020Amount1
Data Source: {Orders.Order_Amount}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Field: Orderx0020Date1
Data Source: {Orders.Order_Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: System Default
DateTime Format: M/D/YYYY
Field: Customerx0020Name1
Data Source: {Customer.Customer_Name}
Data Type: String
Field: Orderx0020ID1
Data Source: {Orders.Order_ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text7
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: if not hasvalue({?Order Details}) then true
else if {Orders.Order_ID} = {?Order Details}
then false
else true
Condition: BackgroundColor
Formula: // This conditional formatting formula must return one of the following Color Constants:
//
// Color (red, green, blue)
// crBlack
// crMaroon
// crGreen
// crOlive
// crNavy
// crPurple
// crTeal
// crSilver
// crRed
// crLime
// crYellow
// crBlue
// crFuchsia
// crAqua
// crWhite
// crNoColor
//
if remainder(recordnumber,2) = 0 then crwhite else rgb(234,244,255)
Fields
Field: Email1
Data Source: {Customer.E-mail}
Data Type: String
Field: Phone1
Data Source: {Customer.Phone}
Data Type: String
Text Fields
Text Field: Text8
Text: Address:
Text Field: Text9
Text: Name:
Text Field: Text11
Text: {Customer.Contact_Title} {Customer.Contact_First_Name} {Customer.Contact_Last_Name}
Text Field: Text12
Text: {Customer.Address1}
{Customer.City}, {Customer.Region}
{Customer.Country} {Customer.Postal_Code}
Text Field: Text13
Text: E-mail:
Text Field: Text14
Text: Phone:
Boxes
Box: Box2
Ends in Section: DetailSection2
Size: 451x125
Line Type: Single
Line Thickness: 20
Page Footer
Section: Section a
Text Fields
Text Field: Text2
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Interactive Sort Detail |
| Matches | 2 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Interactive Sort Detail
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/product type.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #3
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #4
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml
QE_SQLDB: False
SSO Enabled: False
Tables
Table: dataroot.dataroot.dataroot/Product
Connection: Connection #1
Report Alias: Product
Call Statement: CALL dataroot.dataroot.dataroot/Product
Used Columns: {Product.Product_Name} : String[102]
{Product.Product_Class} : String[102]
Table: dataroot.dataroot.dataroot/Product_Type
Connection: Connection #2
Report Alias: Product_Type
Call Statement: CALL dataroot.dataroot.dataroot/Product_Type
Used Columns: {Product_Type.Product_Type_Name} : String[102]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #3
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {Orders.Order_ID} : Number
{Orders.Customer_ID} : Number
{Orders.Order_Date} : DateTime
Table: dataroot.dataroot.dataroot/Orders_Detail
Connection: Connection #4
Report Alias: Orders_Detail
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Detail
Used Columns: {Orders_Detail.Unit_Price} : Number
{Orders_Detail.Quantity} : Number
Table Links
Joins: dataroot.dataroot.dataroot/Orders_Detail Orders_Detail INNER JOIN dataroot.dataroot.dataroot/Product Product ON Orders_Detail.Product_ID = Product.Product_ID
dataroot.dataroot.dataroot/Orders_Detail Orders_Detail INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Orders_Detail.Order_ID = Orders.Order_ID
dataroot.dataroot.dataroot/Product Product INNER JOIN dataroot.dataroot.dataroot/Product_Type Product_Type ON Product.Product_Type_ID = Product_Type.Product_Type_ID
Record Selection Formulas
Formula: //{Customer.Customer_Name} = "BBS Pty"
{Orders.Customer_ID} = 71
Record Sorting
Sort By: Orders.Order_ID -- Ascending Order
Orders.Order_Date -- Ascending Order
Product.Product_Class -- Ascending Order
Product_Type.Product_Type_Name -- Ascending Order
Product.Product_Name -- Ascending Order
@ItemTotal -- Ascending Order
Formula Fields
Field: ItemTotal
Formula: {Orders_Detail.Quantity} * {Orders_Detail.Unit_Price}
Page Header
Section: Section a
Text Fields
Text Field: Text9
Text: Interactive Sorting Detail
Headings
Heading: Text24
Text: Product
Class
Heading: Text22
Text: Product Name
Heading: Text21
Text: Product
Category
Heading: Text8
Text: Order ID
Heading: Text10
Text: Order Date
Heading: Text11
Text: ItemTotal
Pictures
Picture: Picture1
Size: 768x82
Lines
Line: Line1
Ends in Section: PageHeaderSection2
Line Type: Single
Line Thickness: 30
Detail
Section: Section a
Conditional Formulas
Condition: BackgroundColor
Formula: // This conditional formatting formula must return one of the following Color Constants:
//
// Color (red, green, blue)
// crBlack
// crMaroon
// crGreen
// crOlive
// crNavy
// crPurple
// crTeal
// crSilver
// crRed
// crLime
// crYellow
// crBlue
// crFuchsia
// crAqua
// crWhite
// crNoColor
//
if remainder(recordnumber,2) = 0 then crwhite else rgb(234,244,255)
Fields
Field: ProductTypeName1
Data Source: {Product_Type.Product_Type_Name}
Data Type: String
Field: ProductName1
Data Source: {Product.Product_Name}
Data Type: String
Field: ProductClass1
Data Source: {Product.Product_Class}
Data Type: String
Field: OrderID1
Data Source: {Orders.Order_ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: OrderDate1
Data Source: {Orders.Order_Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MM/DD/YYYY
Field: ItemTotal1
Data Source: {@ItemTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Page Footer
Section: Section a
Fields
Field: PageNofM1
Data Source: PageNofM
Data Type: String
Text Fields
Text Field: Text1
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: Picture2
Size: 768x82
Picture: Picture4
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection1
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Custom Functions.rpt |
| Matches | 19 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Comments: This report demonstrates the usage of Crystal's Custom Functions feature.
Title: Custom Functions Demo
Keywords: custom functions
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Order Date} : Date
{Orders.Required Date} : Date
Table Links
Joins: Customer LEFT OUTER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Record Selection Formulas
Formula: {Customer.Country} in ['Canada','USA']
//and
//{Orders.Order Date} in date(2004,01,01) to date(2004,12,31)
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Customer.Region -- Ascending Order Group #2
Orders.Order ID -- Ascending Order
Custom Functions
Function: cdExpandRegionAbbreviation
Code: Function cdExpandRegionAbbreviation (regionAbbreviation As String, Optional country As String = "USA")
Select Case UCase (country)
Case "CANADA"
cdExpandRegionAbbreviation = cdExpandRegionAbbreviationCanada (regionAbbreviation)
Case "USA", "U.S.A.", "US", "U.S.", "UNITED STATES", "UNITED STATES OF AMERICA"
cdExpandRegionAbbreviation = cdExpandRegionAbbreviationUSA (regionAbbreviation)
Case Else
cdExpandRegionAbbreviation = regionAbbreviation
End Select
End Function
Function: cdExpandRegionAbbreviationCanada
Code: //cdExpandRegionAbbreviationCanada
Function (stringVar abbreviation)
if length (abbreviation) = 2 then
(
select UpperCase (abbreviation)
// Canadian provinces and territories
case "AB":
"Alberta"
case "BC":
"British Columbia"
case "MB":
"Manitoba"
case "NB":
"New Brunswick"
case "NF":
"Newfoundland"
case "NS":
"Nova Scotia"
case "NT":
"Northwest Territories"
case "NU":
"Nunavut"
case "ON":
"Ontario"
case "PE":
"Prince Edward Island"
case "QC", "PQ":
"Québec"
case "SK":
"Saskatchewan"
case "YT":
"Yukon Territory"
default:
abbreviation;
)
else
abbreviation;
Function: cdExpandRegionAbbreviationUSA
Code: //cdExpandRegionAbbreviationUSA
Function (stringVar abbreviation)
if length (abbreviation) = 2 then
(
select UpperCase (abbreviation)
//US states
case "AA":
"Armed Forces Americas"
case "AE":
"Armed Forces Europe"
case "AL":
"Alabama"
case "AK":
"Alaska"
case "AP":
"Armed Forces Pacific"
case "AR":
"Arkansas"
case "AS":
"American Samoa"
case "AZ":
"Arizona"
case "CA":
"California"
case "CO":
"Colorado"
case "CT":
"Connecticut"
case "DC":
"District of Columbia"
case "DE":
"Delaware"
case "FL":
"Florida"
case "FM":
"Federated States of Micronesia"
case "GA":
"Georgia"
case "GU":
"Guam"
case "HI":
"Hawaii"
case "IA":
"Iowa"
case "ID":
"Idaho"
case "IL":
"Illinois"
case "IN":
"Indiana"
case "KS":
"Kansas"
case "KY":
"usernametucky"
case "LA":
"Louisiana"
case "MA":
"Massachusetts"
case "MD":
"Maryland"
case "ME":
"Maine"
case "MH":
"Marshall Islands"
case "MI":
"Michigan"
case "MN":
"Minnesota"
case "MO":
"Missouri"
case "MP":
"Northern Mariana Islands"
case "MS":
"Mississippi"
case "MT":
"Montana"
case "NE":
"Nebraska"
case "NC":
"North Carolina"
case "ND":
"North Dakota"
case "NH":
"New Hampshire"
case "NJ":
"New Jersey"
case "NM":
"New Mexico"
case "NV":
"Nevada"
case "NY":
"New York"
case "OH":
"Ohio"
case "OK":
"Oklahoma"
case "OR":
"Oregon"
case "PA":
"Pennsylvania"
case "RI":
"Rhode Island"
case "PR":
"Puerto Rico"
case "SC":
"South Carolina"
case "SD":
"South Dakota"
case "TN":
"Tennessee"
case "TX":
"Texas"
case "UT":
"Utah"
case "VA":
"Virginia"
case "VI":
"Virgin Islands"
case "VT":
"Vermont"
case "WA":
"Washington"
case "WI":
"Wisconsin"
case "WV":
"West Virginia"
case "WY":
"Wyoming"
default:
abbreviation;
)
else
abbreviation;
Function: cdFormatCurrencyUsingScaling
Code: Function cdFormatCurrencyUsingScaling (value As Currency, _
nDecimalPlaces As Number, _
thousandsSymbol as String, _
millionsSymbol as String)
nDecimalPlaces = Round (nDecimalPlaces)
If nDecimalPlaces < 0 Or nDecimalPlaces > 9 Then
nDecimalPlaces = 2
End If
If Abs (value) >= 1000000 Then
cdFormatCurrencyUsingScaling = CStr (value / 1000000, nDecimalPlaces) + millionsSymbol
ElseIf Abs (value) >= 1000 Then
cdFormatCurrencyUsingScaling = CStr (value / 1000, nDecimalPlaces) + thousandsSymbol
Else
cdFormatCurrencyUsingScaling = CStr (value, nDecimalPlaces)
End If
End Function
Function: cdConvertUSToCanadian
Code: //ConvertUSToCanadian
Function (CurrencyVar usDollarAmount)
//The exchange rate used by Business Objects Finance for March 2001
usDollarAmount * 1.48
Function: cdDateAddSkipHolidays
Code: Function cdDateAddSkipHolidays (nWorkingDays As Number, startDateTime As DateTime) As DateTime
'the result = startDateTime + nWorkingDays + nHolidays (including weeusernameds)
'the algorithm below also works when nWorkingDays is negative
Dim totalDays
'give a rough estimate for total days. For each 5 work days there are 7
'days. Also add in an extra 2 weeusernamed days to account for a partial week.
totalDays = Fix(nWorkingDays * 7 / 5 + 1) + 2
Dim iteratedDiff
iteratedDiff = cdDateDiffSkipHolidays (startDateTime, startDateTime + totalDays)
If (iteratedDiff >= nWorkingDays) Then
Do While iteratedDiff >= nWorkingDays
totalDays = totalDays - 1
iteratedDiff = cdDateDiffSkipHolidays (startDateTime, startDateTime + totalDays)
Loop
cdDateAddSkipHolidays = startDateTime + totalDays + 1
Else
Do While iteratedDiff < nWorkingDays
totalDays = totalDays + 1
iteratedDiff = cdDateDiffSkipHolidays (startDateTime, startDateTime + totalDays)
Loop
cdDateAddSkipHolidays = startDateTime + totalDays
End If
End Function
Function: cdDateDiffSkipHolidays
Code: Function cdDateDiffSkipHolidays (startDateTime As DateTime, endDateTime As DateTime) As Number
Dim reversed
reversed = False
If startDateTime > endDateTime Then
Dim tempDateTime
tempDateTime = startDateTime
startDateTime = endDateTime
endDateTime = tempDateTime
reversed = True
End If
Dim diffWithoutWeeusernameds
diffWithoutWeeusernameds = cdDateDiffSkipWeeusernameds (startDateTime, endDateTime)
Dim startYear, endYear
startYear = Year (startDateTime)
endYear = Year (endDateTime)
Dim statsInStartYear () As Date
statsInStartYear = cdStatutoryHolidays (startYear, True)
Dim dateRange As Date Range
dateRange = CDate (startDateTime) To CDate (endDateTime)
Dim numberOfStatsInRange As Number
numberOfStatsInRange = 0
'We are assuming that the number of statutory holidays in a year is always the same
Dim numberOfStatsInOneYear
numberOfStatsInOneYear = UBound (statsInStartYear)
Dim i
For i = 1 To numberOfStatsInOneYear
If statsInStartYear (i) In dateRange Then
numberOfStatsInRange = numberOfStatsInRange + 1
End If
Next i
If startYear <> endYear Then
Dim statsInEndYear () As Date
statsInEndYear = cdStatutoryHolidays (endYear, True)
For i = 1 To numberOfStatsInOneYear
If statsInEndYear (i) In dateRange Then
numberOfStatsInRange = numberOfStatsInRange + 1
End If
Next i
numberOfStatsInRange = numberOfStatsInRange + _
(endYear - startYear - 1) * numberOfStatsInOneYear
End If
cdDateDiffSkipHolidays = diffWithoutWeeusernameds - numberOfStatsInRange
'Can happen in rare situations e.g. The difference between Friday March 28 (Good Friday)
'and Saturday March 29 is -1 at this point.
If cdDateDiffSkipHolidays < 0 Then cdDateDiffSkipHolidays = 0
If reversed Then cdDateDiffSkipHolidays = -cdDateDiffSkipHolidays
End Function
Function: cdDateDiffSkipWeeusernameds
Code: Function cdDateDiffSkipWeeusernameds (startDateTime As DateTime, endDateTime As DateTime) As Number
'this function assumes that weeusernameds are on Saturday and Sunday. You can modify the constants
'below to change this assumption.
cdDateDiffSkipWeeusernameds = _
DateDiff("d", startDateTime, endDateTime) - _
DateDiff("ww", startDateTime, endDateTime, crSaturday) - _
DateDiff("ww", startDateTime, endDateTime, crSunday)
End Function
Function: cdStatutoryHolidays
Code: Function cdStatutoryHolidays (y As Number, Optional asRecognized As Boolean = False) 'returns a Date array
Dim holidays (10) As Date
Dim d As Date
Dim offset As Number
Dim officialDay As Number
'New Year's day is January 1
d = CDate (y, 1, 1)
If asRecognized Then
officialDay = WeekDay (d)
Select Case officialDay
Case 1 'Sunday
d = d + 1
Case 7 'Saturday
d = d + 2
End Select
End If
holidays (1) = d
'Good Friday is the Friday before Easter Sunday
holidays (2) = cdEasterDate (y) - 2
'Since 1952 Victoria day is the Monday prior to May 25
d = CDate (y, 5, 25)
offset = WeekDay (d, crMonday) - 1
holidays (3) = d - offset
'Canada Day is July 1
d = CDate (y, 7, 1)
If asRecognized Then
officialDay = WeekDay (d)
Select Case officialDay
Case 1 'Sunday
d = d + 1
Case 7 'Saturday
d = d + 2
End Select
End If
holidays (4) = d
'BC day is the first Monday of August
d = CDate (y, 8, 1)
offset = (7 - WeekDay (d, crTuesday)) Mod 7
holidays (5) = d + offset
'Since 1894 Labour day is the first Monday of September
d = CDate (y, 9, 1)
offset = (7 - WeekDay (d, crTuesday)) Mod 7
holidays (6) = d + offset
'Since 1957 Thanksgiving day is the second Monday of October
d = CDate (y, 10, 1)
offset = 7 + (7 - WeekDay (d, crTuesday)) Mod 7
holidays (7) = d + offset
'Remembrance day is November 11
d = CDate (y, 11, 11)
If asRecognized Then
officialDay = WeekDay (d)
Select Case officialDay
Case 1 'Sunday
d = d + 1
Case 7 'Saturday
d = d + 2
End Select
End If
holidays (8) = d
'Christmas day is December 25
d = CDate (y, 12, 25)
If asRecognized Then
officialDay = WeekDay (d)
Select Case officialDay
Case 1 'Sunday
d = d + 1
Case 7 'Saturday
d = d + 2
End Select
End If
holidays (9) = d
'Boxing day is December 26
d = CDate (y, 12, 26)
If asRecognized Then
officialDay = WeekDay (d)
Select Case officialDay
Case 1 'Sunday. Christmas day will be recognized on Monday, so Boxing Day is recognized on Tuesday
d = d + 2
Case 7 'Saturday
d = d + 2
End Select
End If
holidays (10) = d
cdStatutoryHolidays = holidays
End Function
Function: cdEasterDate
Code: Function cdEasterDate (y As Number) As Date
' EASTER DATE CALCULATION FOR YEARS 1583 TO 4099
' y is a 4 digit year 1583 to 4099
' d returns the day of the month of Easter
' m returns the month of Easter
' Easter Sunday is the Sunday following the Paschal Full Moon
' (PFM) date for the year
' This algorithm is an arithmetic interpretation of the 3 step
' Easter Dating Method developed by Ron Mallen 1985, as a vast
' improvement on the method described in the Common Prayer Book
' Because this algorithm is a direct translation of the
' official tables, it can be easily proved to be 100% correct
' This algorithm derives values by sequential inter-dependent
' calculations, so ... DO NOT MODIFY THE ORDER OF CALCULATIONS!
' The \ operator may be unfamiliar - it means integer division
' for example, 30 \ 7 = 4 (the remainder is ignored)
' All variables are integer data types
' It's free! Please do not modify code or comments!
' ==========================================================
Dim FirstDig, Remain19, temp 'intermediate results
Dim tA, tB, tC, tD, tE 'table A to E results
DIM m, d
FirstDig = y \ 100 'first 2 digits of year
Remain19 = y Mod 19 'remainder of year / 19
'calculate PFM date
temp = (FirstDig - 15) \ 2 + 202 - 11 * Remain19
If FirstDig > 26 Then temp = temp - 1
If FirstDig > 38 Then temp = temp - 1
'this next line uses underscore (_) line continuation characters
'in older versions of VB you may need to revert to one long line
If ((FirstDig = 21) Or (FirstDig = 24) Or (FirstDig = 25) _
Or (FirstDig = 33) Or (FirstDig = 36) Or (FirstDig = 37)) _
Then temp = temp - 1
temp = temp Mod 30
tA = temp + 21
If temp = 29 Then tA = tA - 1
If (temp = 28 And Remain19 > 10) Then tA = tA - 1
'find the next Sunday
tB = (tA - 19) Mod 7
tC = (40 - FirstDig) Mod 4
If tC = 3 Then tC = tC + 1
If tC > 1 Then tC = tC + 1
temp = y Mod 100
tD = (temp + temp \ 4) Mod 7
tE = ((20 - tB - tC - tD) Mod 7) + 1
d = tA + tE
'return the date
If d > 31 Then
d = d - 31
m = 4
Else
m = 3
End If
cdEasterDate = DateValue(y, m, d)
End Function
Function: cdDateAddSkipWeeusernameds
Code: Function cdDateAddSkipWeeusernameds (nNonWeeusernamedDays As Number, startDateTime As DateTime) As DateTime
'the result = startDateTime + nNonWeeusernamedDays + nWeeusernamedDays
'the algorithm below also works when nNonWeeusernamedDays is negative
Dim totalDays
'give a rough upper bound for total days. For each 5 non weeusernamed days there are 7
'days. Also add in an extra 2 weeusernamed days to account for a partial week.
totalDays = Fix(nNonWeeusernamedDays * 7 / 5 + 1) + 2
Do While cdDateDiffSkipWeeusernameds (startDateTime, startDateTime + totalDays) >= nNonWeeusernamedDays
totalDays = totalDays - 1
Loop
cdDateAddSkipWeeusernameds = startDateTime + totalDays + 1
End Function
Function: cdFirstDayOfMonth
Code: Function cdFirstDayOfMonth (Optional dayInMonth As DateTime = CurrentDate) As Date
cdFirstDayOfMonth = CDate (Year (dayInMonth), Month (dayInMonth), 1)
End Function
Function: cdFirstDayOfQuarter
Code: Function cdFirstDayOfQuarter (Optional dayInQuarter As DateTime = CurrentDate) As Date
Dim y As Number
y = Year (dayInQuarter)
Select Case DatePart ("q", dayInQuarter)
Case 1
cdFirstDayOfQuarter = CDate (y, 1, 1)
Case 2
cdFirstDayOfQuarter = CDate (y, 4, 1)
Case 3
cdFirstDayOfQuarter = CDate (y, 7, 1)
Case 4
cdFirstDayOfQuarter = CDate (y, 10, 1)
End Select
End Function
Function: cdLastDayOfMonth
Code: Function cdLastDayOfMonth (Optional dayInMonth As DateTime = CurrentDate) As Date
cdLastDayOfMonth = DateSerial (Year (dayInMonth), Month (dayInMonth) + 1, 1 - 1)
End Function
Function: cdLastDayOfQuarter
Code: Function cdLastDayOfQuarter (Optional dayInQuarter As DateTime = CurrentDate) As Date
Dim y As Number
y = Year (dayInQuarter)
Select Case DatePart ("q", dayInQuarter)
Case 1
cdLastDayOfQuarter = CDate (y, 3, 31)
Case 2
cdLastDayOfQuarter = CDate (y, 6, 30)
Case 3
cdLastDayOfQuarter = CDate (y, 9, 30)
Case 4
cdLastDayOfQuarter = CDate (y, 12, 31)
End Select
End Function
Function: cdSpecialDateRange
Code: ' The user supplies a reference date parameter, "d" and a range condition,
' "condition" to indicate a range of dates around the reference date.
Function cdSpecialDateRange (d As Date, condition As String) As Date Range
'lower case condition
condition = LCase (condition)
'elminate spaces
condition = Replace (condition, " ", "")
'eliminate tabs
condition = Replace (condition, " ", "")
Select Case condition
Case LCase("Aged0To30Days")
cdSpecialDateRange = (d - 30) To d
Case LCase("Aged31To60Days")
cdSpecialDateRange = (d - 60) To (d - 31)
Case LCase("Aged61To90Days")
cdSpecialDateRange = (d - 90) To (d - 61)
Case LCase("AllDatesFromToday")
cdSpecialDateRange = Is >= d
Case LCase("AllDatesFromTomorrow")
cdSpecialDateRange = Is >= (d + 1)
Case LCase("AllDatesToToday")
cdSpecialDateRange = Is <= d
Case LCase("AllDatesToYesterday")
cdSpecialDateRange = Is <= (d - 1)
Case LCase("Calender1stHalf")
cdSpecialDateRange = CDate(Year(d), 1, 1) To CDate(Year(d), 6, 30)
Case LCase("Calendar2ndHalf")
cdSpecialDateRange = CDate(Year(d), 7, 1) To CDate(Year(d), 12, 31)
Case LCase("Calendar1stQtr"), LCase("Calendar1stQuarter")
cdSpecialDateRange = CDate(Year(d), 1, 1) To CDate(Year(d), 3, 31)
Case LCase("Calendar2ndQtr"), LCase("Calendar2ndQuarter")
cdSpecialDateRange = CDate(Year(d), 4, 1) To CDate(Year(d), 6, 30)
Case LCase("Calendar3rdQtr"), LCase("Calendar3rdQuarter")
cdSpecialDateRange = CDate(Year(d), 7, 1) To CDate(Year(d), 9, 30)
Case LCase("Calendar4thQtr"), LCase("Calendar4thQuarter")
cdSpecialDateRange = CDate(Year(d), 10, 1) To CDate(Year(d), 12, 31)
Case LCase("Last4WeeksToSun"), LCase("Last4WeeksToSunday")
cdSpecialDateRange = (d - 27 - (WeekDay(d) - 1)) To (d - (Weekday(d) - 1))
Case LCase("Last7Days")
cdSpecialDateRange = (d - 6) To d
Case LCase("LastFullMonth")
cdSpecialDateRange = DateSerial(Year(d), Month(d) - 1, 1) To _
DateSerial(Year(d), Month(d), 1 - 1)
Case LCase("LastFullWeek")
cdSpecialDateRange = (d - 6 - WeekDay(d)) To (d - WeekDay(d))
Case LCase("LastYearMTD"), LCase("LastYearMonthToDate")
cdSpecialDateRange = CDate(Year(d) - 1, Month(d), 1) To _
CDate(DateAdd("yyyy", -1, d))
Case LCase("LastYearYTD"), LCase("LastYearYearToDate")
cdSpecialDateRange = CDate(Year(d) - 1, 1, 1) To _
CDate(DateAdd("yyyy", -1, d))
Case LCase("MonthToDate")
cdSpecialDateRange = CDate(Year(d), Month(d), 1) To d
Case LCase("Next30Days")
cdSpecialDateRange = d To (d + 30)
Case LCase("Next31To60Days")
cdSpecialDateRange = (d + 31) To (d + 60)
Case LCase("Next61To90Days")
cdSpecialDateRange = (d + 61) To (d + 90)
Case LCase("Next91To365Days")
cdSpecialDateRange = (d + 91) To (d + 365)
Case LCase("Over90Days")
cdSpecialDateRange = Is <= (d - 91)
Case LCase("WeekToDateFromSun"), LCase("WeekToDateFromSunday")
cdSpecialDateRange = (d- (Weekday(d) - 1)) To d
Case LCase("YearToDate")
cdSpecialDateRange = CDate(Year(d), 1, 1) To d
Case Else
'provide default handling and specify a valid range
cdSpecialDateRange = CDate(1899, 12, 30) To CDate(1899, 12, 30)
End Select
End Function
Function: cdFormatDateRange
Code: //cdFormatDateRange
Function (DateVar range rng)
DateVar minValue := Minimum (rng);
DateVar maxValue := Maximum (rng);
StringVar minString := CStr (minValue);
StringVar maxString := CStr (maxValue);
if HasLowerBound (rng) and HasUpperBound (rng) then
(
// To, _To, To_ or _To_
if IncludesLowerBound (rng) and IncludesUpperBound (rng) then
(
if minValue = maxValue then
minString
else
"between " + minString + " and " + maxString
)
else if IncludesLowerBound (rng) then
"between " + minString + " and " + maxString + " not including right endpoint"
else if IncludesUpperBound (rng) then
"between " + minString + " and " + maxString + " not including left endpoint"
else
"between " + minString + " and " + maxString + " not including endpoints"
)
else if HasLowerBound (rng) then
(
// Is > or Is >=
if IncludesLowerBound (rng) then
"greater than or equal to " + minString
else
"greater than " + minString
)
else if HasUpperBound (rng) then
(
// Is < or Is <=
if IncludesUpperBound (rng) then
"less than or equal to " + maxString
else
"less than " + maxString
)
Function: cdFormatDateRangeArray
Code: Function cdFormatDateRangeArray (dra () As Date Range) As String
Dim newLine as String
newLine = Chr (13) + Chr (10)
Dim i, nValues
nValues = UBound (dra)
For i = 1 To nValues
cdFormatDateRangeArray = cdFormatDateRangeArray & cdFormatDateRange (dra (i))
If i < nValues Then
cdFormatDateRangeArray = cdFormatDateRangeArray & newLine
End If
Next i
End Function
Function: cdFormatNumberRange
Code: //cdFormatNumberRange
Function (NumberVar range rng)
NumberVar minValue := Minimum (rng);
NumberVar maxValue := Maximum (rng);
StringVar minString := CStr (minValue);
StringVar maxString := CStr (maxValue);
if HasLowerBound (rng) and HasUpperBound (rng) then
(
// To, _To, To_ or _To_
if IncludesLowerBound (rng) and IncludesUpperBound (rng) then
(
if minValue = maxValue then
minString
else
"between " + minString + " and " + maxString
)
else if IncludesLowerBound (rng) then
"between " + minString + " and " + maxString + " not including right endpoint"
else if IncludesUpperBound (rng) then
"between " + minString + " and " + maxString + " not including left endpoint"
else
"between " + minString + " and " + maxString + " not including endpoints"
)
else if HasLowerBound (rng) then
(
// Is > or Is >=
if IncludesLowerBound (rng) then
"greater than or equal to " + minString
else
"greater than " + minString
)
else if HasUpperBound (rng) then
(
// Is < or Is <=
if IncludesUpperBound (rng) then
"less than or equal to " + maxString
else
"less than " + maxString
)
Function: cdFormatNumberRangeArray
Code: Function cdFormatNumberRangeArray (nra () As Number Range) As String
Dim newLine as String
newLine = Chr (13) + Chr (10)
Dim i, nValues
nValues = UBound (nra)
For i = 1 To nValues
cdFormatNumberRangeArray = cdFormatNumberRangeArray & cdFormatNumberRange (nra (i))
If i < nValues Then
cdFormatNumberRangeArray = cdFormatNumberRangeArray & newLine
End If
Next i
End Function
Function: cdFormatNumberUsingScaling
Code: Function cdFormatNumberUsingScaling (value As Number, _
nDecimalPlaces As Number, _
thousandsSymbol as String, _
millionsSymbol as String)
nDecimalPlaces = Round (nDecimalPlaces)
If nDecimalPlaces < 0 Or nDecimalPlaces > 9 Then
nDecimalPlaces = 2
End If
If Abs (value) >= 1000000 Then
cdFormatNumberUsingScaling = CStr (value / 1000000, nDecimalPlaces) + millionsSymbol
ElseIf Abs (value) >= 1000 Then
cdFormatNumberUsingScaling = CStr (value / 1000, nDecimalPlaces) + thousandsSymbol
Else
cdFormatNumberUsingScaling = CStr (value, nDecimalPlaces)
End If
End Function
Function: cdFormatStringRange
Code: //cdFormatStringRange
Function (StringVar range rng)
StringVar minValue := Minimum (rng);
StringVar maxValue := Maximum (rng);
StringVar minString := CStr (minValue);
StringVar maxString := CStr (maxValue);
if HasLowerBound (rng) and HasUpperBound (rng) then
(
// To, _To, To_ or _To_
if IncludesLowerBound (rng) and IncludesUpperBound (rng) then
(
if minValue = maxValue then
minString
else
"between " + minString + " and " + maxString
)
else if IncludesLowerBound (rng) then
"between " + minString + " and " + maxString + " not including right endpoint"
else if IncludesUpperBound (rng) then
"between " + minString + " and " + maxString + " not including left endpoint"
else
"between " + minString + " and " + maxString + " not including endpoints"
)
else if HasLowerBound (rng) then
(
// Is > or Is >=
if IncludesLowerBound (rng) then
"greater than or equal to " + minString
else
"greater than " + minString
)
else if HasUpperBound (rng) then
(
// Is < or Is <=
if IncludesUpperBound (rng) then
"less than or equal to " + maxString
else
"less than " + maxString
)
Function: cdFormatStringRangeArray
Code: Function cdFormatStringRangeArray (sra () As String Range) As String
Dim newLine as String
newLine = Chr (13) + Chr (10)
Dim i, nValues
nValues = UBound (sra)
For i = 1 To nValues
cdFormatStringRangeArray = cdFormatStringRangeArray & cdFormatStringRange (sra (i))
If i < nValues Then
cdFormatStringRangeArray = cdFormatStringRangeArray & newLine
End If
Next i
End Function
Function: cdFormatTimeInterval
Code: Function cdFormatTimeInterval ( _
timeInterval As Number, _
baseUnit As String, _
roundTo As String, _
daysSymbol As String, _
hoursSymbol As String, _
minutesSymbol As String _
) As String
'ensure that baseUnit is one of: days, hours
baseUnit = LCase (baseUnit)
If Not (baseUnit In Array ("days", "hours")) Then
baseUnit = "days"
End If
'ensure that roundTo is one of: days, hours or minutes
roundTo = LCase (roundTo)
If Not (roundTo In Array ("days", "hours", "minutes")) Then
roundTo = "minutes"
End If
'ensure that baseUnit is not finer grained than roundTo
If roundTo = "days" Then
baseUnit = "days"
End If
Dim days, hours, minutes, timeRemaining, signOfResult
signOfResult = sgn (timeInterval)
timeInterval = abs (timeInterval)
Select Case roundTo
Case "days"
days = Round (timeInterval)
If days = 1 And Trim (daysSymbol) = "days" Then
daysSymbol = Replace (daysSymbol, "s", "")
End If
cdFormatTimeInterval = CStr (days, 0) & daysSymbol
Case "hours"
If baseUnit = "days" Then
'timeRemaining in fractional days
timeRemaining = timeInterval
days = Int (timeRemaining)
'timeRemaining in hours
timeRemaining = (timeRemaining - days) * 24
hours = Round (timeRemaining)
'handle rounding to the nearest hour
If hours = 24 Then
days = days + 1
hours = 0
End If
cdFormatTimeInterval = CStr (days, 0) & daysSymbol & CStr (hours, 0) & hoursSymbol
Else
hours = Round (timeInterval * 24)
If hours = 1 Then
If Trim (hoursSymbol) In Array ("hrs", "hours") Then
hoursSymbol = Replace (hoursSymbol, "s", "")
End If
End If
cdFormatTimeInterval = CStr (hours, 0) & hoursSymbol
End If
Case "minutes"
If baseUnit = "days" Then
'timeRemaining in fractional days
timeRemaining = timeInterval
days = Int (timeRemaining)
'timeRemaining in fractional hours
timeRemaining = (timeRemaining - days) * 24
hours = Int (timeRemaining)
'timeRemaining is fractional minutes
timeRemaining = (timeRemaining - hours) * 60
minutes = Round (timeRemaining)
'handle rounding to the nearest minute
'For example, 2d 23h 60m is rounded to 3d 0h 0m
If minutes = 60 Then
hours = hours + 1
minutes = 0
If hours = 24 Then
days = days + 1
hours = 0
End If
End If
cdFormatTimeInterval = CStr (days, 0) & daysSymbol & _
CStr (hours, 0) & hoursSymbol & CStr (minutes, 0) & minutesSymbol
ElseIf baseUnit = "hours" Then
'timeRemaining in fractional hours
timeRemaining = timeInterval * 24
hours = Int (timeRemaining)
'timeRemaining is fractional minutes
timeRemaining = (timeRemaining - hours) * 60
minutes = Round (timeRemaining)
'handle rounding to the nearest minute
'For example, 23h 60m is rounded to 24h 0m
If minutes = 60 Then
hours = hours + 1
minutes = 0
End If
cdFormatTimeInterval = CStr (hours, 0) & hoursSymbol & CStr (minutes, 0) & minutesSymbol
End If
End Select
If days = 1 And Trim (daysSymbol) = "days" Then
cdFormatTimeInterval = Replace (cdFormatTimeInterval, "days", "day")
End If
If hours = 1 Then
Select Case Trim (hoursSymbol)
Case "hours"
cdFormatTimeInterval = Replace (cdFormatTimeInterval, "hours", "hour")
Case "hrs"
cdFormatTimeInterval = Replace (cdFormatTimeInterval, "hrs", "hr")
End Select
End If
If minutes = 1 Then
Select Case Trim (minutesSymbol)
Case "minutes"
cdFormatTimeInterval = Replace (cdFormatTimeInterval, "minutes", "minute")
Case "mins"
cdFormatTimeInterval = Replace (cdFormatTimeInterval, "mins", "min")
End Select
End If
If signOfResult = -1 Then
cdFormatTimeInterval = "- " + cdFormatTimeInterval
End If
End Function
Function: cdIncreaseCurrencyByAPercentage
Code: //cdIncreaseCurrencyByAPercentage
Function (CurrencyVar valueToIncrease, NumberVar percentIncrease)
valueToIncrease + valueToIncrease * percentIncrease / 100;
Function: cdIncreaseNumberByAPercentage
Code: //cdIncreaseNumberByAPercentage
Function (NumberVar valueToIncrease, NumberVar percentIncrease)
valueToIncrease + valueToIncrease * percentIncrease / 100;
Function: cdPercentageDifference
Code: Function cdPercentageDifference (baseValue As Currency, updatedValue As Currency) As Number
If baseValue <> 0 Then
cdPercentageDifference = (updatedValue - baseValue) / baseValue * 100
ElseIf updatedValue = 0 Then
cdPercentageDifference = 0
ElseIf updatedValue > 0 Then
cdPercentageDifference = 10^300 'positive infinity
ElseIf updatedValue < 0 Then
cdPercentageDifference = -10^300 'negative infinity
End If
End Function
Formula Fields
Field: Region Long Name
Formula: cdExpandRegionAbbreviation ({Customer.Region}, {Customer.Country})
Field: Order Amount, $US
Formula: cdFormatCurrencyUsingScaling ({Orders.Order Amount}, 2, "K", "M")
Field: Order Amount, $Cdn
Formula: currencyvar cdn;
cdn:= cdConvertUSToCanadian ({Orders.Order Amount});
cdFormatCurrencyUsingScaling (cdn, 2, "K", "M")
Field: Suppressor
Formula: whileprintingrecords;
numbervar suppressor:=suppressor+1
Field: Suppressor Reset
Formula: whileprintingrecords;
numbervar suppressor:=0
Field: Business Days Available
Formula: cdDateDiffSkipHolidays ({Orders.Order Date}, {Orders.Required Date})
Field: Calendar Days Between
Formula: {Orders.Required Date}-{Orders.Order Date}
Page Header
Section: Section a
Fields
Field: ReportComments1
Data Source: ReportComments
Data Type: String
Field: ReportTitle1
Data Source: ReportTitle
Data Type: String
Text Fields
Text Field: Text4
Text: Report Description:
Pictures
Picture: Picture1
Size: 150x40
Hyperlink: http://www.businessobjects.com
Boxes
Box: Box1
Ends in Section: PagerHeaderSection1
Size: 676x58
Line Type: Single
Line Thickness: 20
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: Group1Name1
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: SuppressorReset1
Data Source: {@Suppressor Reset}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Boxes
Box: Box2
Ends in Section: GroupFooterSection1
Size: 677x117
Line Type: Single
Line Thickness: 20
Group Footer
Conditional Formulas
Condition: EnableNewPageAfter
Formula: not onlastrecord
Group: Group #2
Grouped By: {Customer.Region}
Group Header
Section: Section a
Fields
Field: GroupNameRegion1
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Suppressor1
Data Source: {@Suppressor}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Text Fields
Text Field: Text6
Text: ({@Region Long Name})
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: whileprintingrecords;
numbervar suppressor > 1
Text Fields
Text Field: Text7
Headings
Heading: Text14
Text: Required Date
Heading: Text19
Text: Business Days Available
Heading: Text12
Text: Order ID
Heading: Text20
Text: Calendar Days Between
Heading: Text2
Text: Order Date
Heading: Text8
Text: Amount
(in $US)
Heading: Text9
Text: Amount
(in $Cdn)
Detail
Section: Section a
Fields
Field: OrderAmountUS1
Data Source: {@Order Amount, $US}
Data Type: String
Tool Tip Formula: "This formula uses a custom function to create an abbreviated currency display."
Field: OrderAmountCdn1
Data Source: {@Order Amount, $Cdn}
Data Type: String
Tool Tip Formula: "This formula uses custom functions to calculate the Orders Amount in Canadian dollars and to create an abbreviated currency display."
Field: OrderID1
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Field: OrderDate1
Data Source: {Orders.Order Date}
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: RequiredDate1
Data Source: {Orders.Required Date}
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: BusinessDaysAvailable1
Data Source: {@Business Days Available}
Data Type: Number
Tool Tip Formula: "This formula uses a custom function to calculate the number of business days between the Order Date and the Required Date. Holidays and weeusernameds are excluded from this value."
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: CalendarDaysBetween1
Data Source: {@Calendar Days Between}
Data Type: Number
Tool Tip Formula: "This formula calculates the number of days between the Order Date and the Required Date."
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Page Footer
Section: Section a
Fields
Field: Field6
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text1
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Text Field: Text3
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text5
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Pictures
Picture: Picture3
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section13
Line Type: Single
Line Thickness: 10
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Mailing Label.rpt |
| Matches | 23 |
Crystal Report | |
Report Information
Version: 10.2
Author: Copyright © 2004 Business Objects
Comments: Mail labels with To: Department/Customer Name and Address, and From: Your Company Name and Address and company logo.
Title: Mail Labels
Printer: Unknown/Not Set
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Address1} : String[122]
{Customer.Address2} : String[42]
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Formula Fields
Field: To city/state
Formula: if IsNull({Customer.Region}) then {Customer.City}
else
if IsNull({Customer.City}) then {Customer.Region}
else
{Customer.City} + ", " + {Customer.Region}
Field: To Address
Formula: if IsNull ({Customer.Address2}) then {Customer.Address1}
else
{Customer.Address2} + ", " + {Customer.Address1}
Detail
Section: Section a
Fields
Field: Field1
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field2
Data Source: {@To Address}
Data Type: String
Field: Field3
Data Source: {@To city/state}
Data Type: String
Field: Field4
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field5
Data Source: {Customer.Country}
Data Type: String
Text Fields
Text Field: Text1
Text: To:
Text Field: Text2
Text: Attn: Shipping/Receiving
Tool Tip Formula: "Crystal Reports features better control over the positioning of report objects"
Text Field: Text3
Text: Xtreme Mountain Bikes, Inc.
Tool Tip Formula: "Seagate Crystal Reports 8 features better control over the positioning of report objects"
Text Field: Text4
Text: 2001 Meridian Way
Text Field: Text5
Text: Vancouver, BC
Text Field: Text6
Text: Canada, V6G 3G6
Pictures
Picture: Picture1
Size: 120x52
Hyperlink: http://www.businessobjects.com
Tool Tip Formula:
Boxes
Box: Box1
Ends in Section: Section3
Size: 384x190
Line Type: Single
Line Thickness: 10
Box: Box2
Ends in Section: Section3
Size: 71x187
Line Type: Single
Line Thickness: 0
Lines
Line: Line1
Ends in Section: Section3
Line Type: Single
Line Thickness: 50
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Optional Parameter - DCP |
| Matches | 21 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Optional Parameter - DCP
Last Instance Ran: 2019-09-18 13:11:41
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Prompt: Location - Country
Prompt: Enter Country:
Prompt Group: Country > Region > City - Prompt Group
Default Value (Scheduling/Publishing): [Empty]
Prompt: Location - Region
Prompt: Enter Region:
Prompt Group: Country > Region > City - Prompt Group
Default Value (Scheduling/Publishing): [Empty]
Prompt: Location - City
Prompt: Enter Location:
Prompt Group: Country > Region > City - Prompt Group
Default Value (Scheduling/Publishing): [Empty]
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: Location - Country
Data Type: String
Description: Enter Country:
List Type: Dynamic
Dynamic Field: Country
Dynamic DataSource: Country > Region > City - Prompt Group
Parameter: Location - Region
Data Type: String
Description: Enter Region:
List Type: Dynamic
Dynamic Field: Region
Dynamic DataSource: Country > Region > City - Prompt Group
Parameter: Location - City
Data Type: String
Description: Enter Location:
List Type: Dynamic
Dynamic Field: City
Dynamic DataSource: Country > Region > City - Prompt Group
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Customer_Name} : String[82]
{Customer.Last_Years_Sales} : Number
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Record Sorting
Sort By: Customer.Country -- Ascending Order
Customer.Region -- Ascending Order
Customer.City -- Ascending Order
Customer.Last_Years_Sales -- Descending Order
Page Header
Section: Section a
Text Fields
Text Field: Text1
Text: Optional Parameters - Dynamic Cascading Parameter
Headings
Heading: Text3
Text: Region
Heading: Text2
Text: Country
Heading: Text4
Text: City
Heading: Text5
Text: Last Year's Sales
Heading: Text6
Text: Customer_Name
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line1
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Detail
Section: Section a
Conditional Formulas
Condition: BackgroundColor
Formula: // This conditional formatting formula must return one of the following Color Constants:
//
// Color (red, green, blue)
// crBlack
// crMaroon
// crGreen
// crOlive
// crNavy
// crPurple
// crTeal
// crSilver
// crRed
// crLime
// crYellow
// crBlue
// crFuchsia
// crAqua
// crWhite
// crNoColor
//
if remainder(recordnumber,2) = 0 then crwhite else rgb(234,244,255)
Fields
Field: Country1
Data Source: {Customer.Country}
Data Type: String
Field: Region1
Data Source: {Customer.Region}
Data Type: String
Field: City1
Data Source: {Customer.City}
Data Type: String
Field: Lastx0020Yearx0027sx0020Sales1
Data Source: {Customer.Last_Years_Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Customerx0020Name1
Data Source: {Customer.Customer_Name}
Data Type: String
Page Footer
Section: Section a
Text Fields
Text Field: Text7
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Interactive Sort Group & Chart |
| Matches | 28 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Interactive Sort Group & Chart
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Last_Years_Sales} : Number
{Customer.Country} : String[62]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #2
Report Alias: Orders_Query
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Table Links
Joins: dataroot.dataroot.dataroot/Customer_Query Customer INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders_Query ON Customer.Customer_ID = Orders_Query.Customer_ID
Record Selection Formulas
Formula: {Customer.Country} in ["Belgium", "Germany", "France", "England", "Canada", "Mexico", "USA"]
Record Sorting
Sort By: Maximum (Customer.Country, Customer.Country) -- Descending Order
Summary Fields
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Field: Country
Formula: Maximum ({Customer.Country}, {Customer.Country})
Report Header
Section: Section a
Text Fields
Text Field: Text1
Text: Interactive Sort Group & Chart
Text Field: Text4
Text: Country
Text Field: Text5
Text: Last Years Sales
Pictures
Picture: RO_Header_Fade1
Size: 765x82
Boxes
Box: Box1
Ends in Section: ReportHeaderSection2
Size: 179x76
Line Type: Single
Line Thickness: 30
Lines
Line: Line1
Ends in Section: ReportHeaderSection2
Line Type: Single
Line Thickness: 30
Charts
Chart: Graph1
Chart Type: Bar
Show value(s): Sum of (Customer.Last_Years_Sales, Customer.Country)
Evaluate On: Customer.Country
Page Header
Section: Section a
Headings
Heading: Text2
Text: Country
Heading: Text3
Text: Last Year's
Sales
Lines
Line: Line3
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 20
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: GroupNameCountry1
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: SumofLastx0020Yearx0027sx0020Sales1
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Group Footer
Section: Section a
Fields
Field: MaxofCountry1
Data Source: Maximum ({Customer.Country}, {Customer.Country})
Data Type: String
Detail
Section: Section a
Fields
Field: Country1
Data Source: {Customer.Country}
Data Type: String
Field: Lastx0020Yearx0027sx0020Sales1
Data Source: {Customer.Last_Years_Sales}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Page Footer
Section: Section a
Text Fields
Text Field: Text6
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture2
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | CrossTab.rpt |
| Matches | 8 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Title: Add new formatting features to your cross-tab
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Order Date} : DateTime
Table: Orders Detail
Connection: Connection #1
Report Alias: Orders_Detail
Table: Product
Connection: Connection #1
Used Columns: {Product.Product ID} : Number
{Product.Product Name} : String[102]
{Product.Product Type ID} : Number
Table: Product Type
Connection: Connection #1
Report Alias: Product_Type
Used Columns: {Product_Type.Product Type Name} : String[102]
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Orders INNER JOIN [Orders Detail] Orders_Detail ON Orders.[Order ID] = Orders_Detail.[Order ID]
[Orders Detail] Orders_Detail INNER JOIN Product ON Orders_Detail.[Product ID] = Product.[Product ID]
Product INNER JOIN [Product Type] Product_Type ON Product.[Product Type ID] = Product_Type.[Product Type ID]
Record Selection Formulas
Formula: {Product_Type.Product Type Name} < "Mountain"
Report Header
Section: Section a
Fields
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Text Fields
Text Field: Text1
Text: Cross-Tab
Text Field: Text2
Text: Add new formatting features to your cross-tab
Tool Tip Formula: "Choose from several new cross-tab styles or create your own custom style. Use Cross-Tab Expert or Format>Format Cross-Tab to do this."
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section6
Line Type: Single
Line Thickness: 30
Section: Section b
Charts
Chart: Graph1
Chart Type: Pie
Show value(s): Sum of (Orders.Order Amount, Product_Type.Product Type Name)
Evaluate On: Product_Type.Product Type Name
Tool Tip Formula: "Turning on 'Relative Positions' under Report->Section Expert allows chart to not be overlayed by crosstab"
Cross-Tabs
Cross-Tab: CrossTab1
Page Footer
Section: Section a
Fields
Field: Field3
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text4
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text5
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text3
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section5
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Alerting.rpt |
| Matches | 23 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Title: Alerting Report
Subject: Alerting feature.
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Amount of Sales
Data Type: Number
Description: Please enter a number to see sales greater than this amount
List Type: Static
List Values: 1000
2000
5000
10000
Default Values: 5000
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Summary Fields
Field: Country
Formula: Count ({Customer.Country}, {Customer.Country})
Triggered Alerts
Alert: Sales
Message: Sales are greater than 5,000.00
Message Formula: "Sales are greater than " + totext({?Amount of Sales})
Condition: {Customer.Last Year's Sales}> {?Amount of Sales}
Report Header
Section: Section a
Fields
Field: Field2
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field3
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text10
Text: Alerting Report
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section3
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text1
Text: Customer Name
Text Field: Text2
Text: Region
Text Field: Text3
Text: Country
Text Field: Text4
Text: Postal Code
Text Field: Text5
Text: Last Year's Sales
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: Field4
Data Source: GroupName ({Customer.Country})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field5
Data Source: Count ({Customer.Country}, {Customer.Country})
Data Type: Number
Tool Tip Formula: "Country Count is generated by using Insert>Summary and by creating a simple formula. See Insert>Formula Field for details."
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text11
Text: Customers in this country =
Tool Tip Formula: "Country Count is generated by using Insert>Summary and by creating a simple formula. See Insert>Formula Field for details."
Lines
Line: Line3
Ends in Section: Section6
Line Type: Single
Line Thickness: 20
Detail
Section: Section a
Fields
Field: Field6
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field7
Data Source: {Customer.Region}
Data Type: String
Field: Field8
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field9
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field10
Data Source: {Customer.Country}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field1
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text6
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text7
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text8
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section2
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Accessibility.rpt |
| Matches | 28 |
Crystal Report | |
Report Information
Version: 11.0
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Accessible
Data Type: Boolean
Description: Accessibility Mode:
List Type: Static
List Values: True - Accessible
False - Normal
Default Values: True
Initial Values: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Credit ID} : Number
{Customer.Customer Name} : String[82]
{Customer.Contact First Name} : String[62]
{Customer.Contact Last Name} : String[62]
Table: Credit
Connection: Connection #1
Used Columns: {Credit.Credit Authorization Number} : String[22]
{Credit.Customer Credit ID} : Number
{Credit.Amount} : Number
Table Links
Joins: Customer INNER JOIN Credit ON Customer.[Customer Credit ID] = Credit.[Customer Credit ID]
Record Sorting
Sort By: Customer.Customer ID -- Ascending Order Group #1
Customer.Contact Last Name -- Ascending Order Group #2
Formula Fields
Field: Contact name
Formula: "Contact: " + {Customer.Contact First Name} + " " + {Customer.Contact Last Name}
Page Header
Section: Section a
Fields
Field: PrintTime1
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Field: Field2
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Text Fields
Text Field: Text1
Text: Accessibility Report
Text Field: Text2
Text: By Customer
Text Field: Text4
Text: Credit Amount
Suppression Formula: {?Accessible}=true
Text Field: Text3
Text: Credit Authorization Number
Suppression Formula: {?Accessible}=true
Lines
Line: Line1
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {Customer.Customer ID}
Group Header
Section: Section a
Conditional Formulas
Condition: BackgroundColor
Formula: // This conditional formatting formula must return one of the following Color Constants:
//
// Color (red, green, blue)
// crBlack
// crMaroon
// crGreen
// crOlive
// crNavy
// crPurple
// crTeal
// crSilver
// crRed
// crLime
// crYellow
// crBlue
// crFuchsia
// crAqua
// crWhite
// crNoColor
//
if {?Accessible} = True then white else color(249,211,124)
Fields
Field: CustomerName1
Data Source: {Customer.Customer Name}
Data Type: String
Text Fields
Text Field: Text7
Text: Total Credit Amount Sum ({Credit.Amount}, {Customer.Customer ID})
Group: Group #2
Grouped By: {Customer.Contact Last Name}
Group Header
Section: Section a
Fields
Field: Contactname1
Data Source: {@Contact name}
Data Type: String
Detail
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: {?Accessible}=false
Fields
Field: CreditAuthorizationNumber2
Data Source: {Credit.Credit Authorization Number}
Data Type: String
Field: Amount2
Data Source: {Credit.Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text9
Text: Authorization Number
Text Field: Text6
Text: Amount
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: {?Accessible}=true
Fields
Field: CreditAuthorizationNumber1
Data Source: {Credit.Credit Authorization Number}
Data Type: String
Field: Amount1
Data Source: {Credit.Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Page Footer
Section: Section a
Fields
Field: Field15
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text11
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text12
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text13
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: PageFooterSection1
Line Type: Single
Line Thickness: 20
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/FinditEZ/ |
| Document | invoice (2) |
| Matches | 12 |
Crystal Report | |
Report Information
Version: 14.0
Printer: No Printer
BI Information
Title: invoice (2)
Database Configurations
Configuration: FinditEZ live
Use Database Logon: Original
Type: crdb_odbc
Server: FinditEZ live
Database: finditez
Username: sa
Server Prompts
Prompt: @UserID
Default Value (Scheduling/Publishing): [Empty]
Prompt: @OrderID
Default Value (Scheduling/Publishing): [Empty]
Prompt: @ReturnCode
Default Value (Scheduling/Publishing): [Empty]
Prompt: @OrderNumber
Default Value (Scheduling/Publishing): [Empty]
Prompt: @TransactionID
Default Value (Scheduling/Publishing): [Empty]
Prompt: @NC
Prompt: Enter @NC:
Default Value (Scheduling/Publishing): [Empty]
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Name: finditez
Database Type: ODBC (RDO)
Server: FinditEZ live
Properties: QE_LogonProperties
Database: finditez
DSN: FinditEZ live
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_ado.dll
Database Name: finditez
Database Type: OLE DB (ADO)
Server: FinditEZ live
Properties: QE_LogonProperties
Connect Timeout: 15
Data Source: FinditEZ live
Initial Catalog: finditez
Integrated Security: False
Locale Identifier: 4105
OLE DB Services: -5
Provider: MSDASQL
Use DSN Default Properties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: @UserID
Data Type: Number
List Type: Static
Parameter: @OrderID
Data Type: Number
List Type: Static
Parameter: @ReturnCode
Data Type: Number
List Type: Static
Parameter: @OrderNumber
Data Type: String
List Type: Static
Parameter: @TransactionID
Data Type: String
List Type: Static
Parameter: @NC
Data Type: String
Description: Enter @NC:
List Type: Static
Tables
Table: finditez.dbo.spGetOrder
Connection: Connection #1
Parameters: @UserID
@OrderID
@ReturnCode
@OrderNumber
@TransactionID
Call Statement: CALL finditez.dbo.spGetOrder @UserID (Number), @OrderID (Number), @ReturnCode (Number), @OrderNumber (String), @TransactionID (String)
Used Columns: {spGetOrder;1.OrderID} : Number
{spGetOrder;1.Order_Date} : DateTime
{spGetOrder;1.Order_RefNumber} : String[512]
{spGetOrder;1.Order_TransactionID} : String[130]
{spGetOrder;1.Order_SubTotal} : Number
{spGetOrder;1.Order_ProvincialTax} : Number
{spGetOrder;1.Order_FederalTax} : Number
{spGetOrder;1.Order_Total} : Number
{spGetOrder;1.Coupon_Desc} : String[596]
{spGetOrder;1.Order_Billing_AddressID_FK} : Number
{spGetOrder;1.Billing_Address_ContactName} : String[512]
{spGetOrder;1.Billing_Address_Line1} : String[512]
{spGetOrder;1.Billing_Address_Line2} : String[512]
{spGetOrder;1.Billing_City} : String[102]
{spGetOrder;1.Billing_ProvState_Desc} : String[512]
{spGetOrder;1.Billing_Country_Desc} : String[512]
{spGetOrder;1.Billing_ZipCode} : String[102]
{spGetOrder;1.Shipping_SameAs_Billing_Address} : Boolean
{spGetOrder;1.Order_Shipto_AddressID_FK} : Number
{spGetOrder;1.Shipping_Address_ContactName} : String[512]
{spGetOrder;1.Shipping_Address_Line1} : String[512]
{spGetOrder;1.Shipping_Address_Line2} : String[512]
{spGetOrder;1.Shipping_City} : String[102]
{spGetOrder;1.Shipping_ProvState_Desc} : String[512]
{spGetOrder;1.Shipping_Country_Desc} : String[512]
{spGetOrder;1.Shipping_ZipCode} : String[102]
{spGetOrder;1.AgentRetension} : Number
{spGetOrder;1.AgentEligible} : Number
{spGetOrder;1.AgentCommissionRate} : Number
{spGetOrder;1.Order_SellTo_UserID_FK} : Number
{spGetOrder;1.Order_PaymentMethod} : String[130]
{spGetOrder;1.Order_PurchaseOrderNumber} : String[66]
{spGetOrder;1.Order_Currency} : String[18]
{spGetOrder;1.Order_CurrencyConversionRate} : Number
{spGetOrder;1.Order_AgentID_FK} : Number
{spGetOrder;1.OrderStatus_Code} : String[130]
{spGetOrder;1.OrderStatus_Desc} : String[512]
{spGetOrder;1.OrderStatus_CanResubmit} : Boolean
{spGetOrder;1.PrimeContact_EmailAddress} : String[512]
{spGetOrder;1.PrimeContact_Name} : String[642]
{spGetOrder;1.PrimeContact_Phone} : String[52]
{spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} : Boolean
{spGetOrder;1.AcctsPayable_EmailAddress} : String[512]
{spGetOrder;1.AcctsPayable_Name} : String[642]
{spGetOrder;1.AcctsPayable_Phone} : String[52]
{spGetOrder;1.Customer_CompanyName} : String[512]
{spGetOrder;1.ProvStateTax_ProvTag} : String[196]
{spGetOrder;1.ProvStateTax_FederalTag} : String[190]
{spGetOrder;1.VolumeSavings} : Number
{spGetOrder;1.CouponSavings} : Number
{spGetOrder;1.Agent_CompanyName} : String[512]
{spGetOrder;1.Agent_CompanyWebURL} : String[512]
{spGetOrder;1.RenewalLicense_ExpiryDate} : DateTime
{spGetOrder;1.Order_Notes} : String[8002]
{spGetOrder;1.Order_PaymentDueDate} : DateTime
{spGetOrder;1.TotalToRemit} : Number
{spGetOrder;1.Order_QuoteDate} : DateTime
{spGetOrder;1.Order_QuoteExpiryDate} : DateTime
{spGetOrder;1.Customer_HideVolumeSavings} : Boolean
Table: Command
Connection: Connection #2
SQL Command: EXEC [spGetInvoiceOrderDetailList] {?@OrderID},0
Parameters: @OrderID
Used Columns: {Command.Sort} : Number
{Command.OrderDetail_Quantity} : Number
{Command.UnitPrice} : Number
{Command.TotalPrice} : Number
{Command.Product_Desc} : String[16002]
{Command.SerialNumber} : String[102]
Formula Fields
Field: Customer_ContactName
Formula: WhilePrintingRecords;
{spGetOrder;1.PrimeContact_Name}
Field: Shipping_CityStateZipCode
Formula: WhilePrintingRecords;
{spGetOrder;1.Shipping_City} + ', ' + {spGetOrder;1.Shipping_ProvState_Desc} + ' ' + {spGetOrder;1.Shipping_ZipCode} + ' ' + {spGetOrder;1.Shipping_Country_Desc}
Field: Order_CouponDiscountAmount
Formula: WhilePrintingRecords;
{spGetOrder;1.CouponSavings} * -1
Field: Order_StatusPayment
Formula: WhilePrintingRecords;
GLOBAL stringVar Order_StatusPayment;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND {spGetOrder;1.Order_PaymentMethod} = 'Reseller' THEN
Order_StatusPayment := 'Purchased via ' + {spGetOrder;1.Order_PaymentMethod}
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND ( {spGetOrder;1.Order_PaymentMethod} <> 'Cheque' OR ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND NOT ISNUMERIC( {spGetOrder;1.Order_TransactionID} ) ) ) THEN
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc} + ' by ' + {spGetOrder;1.Order_PaymentMethod}
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND NOT ISNUMERIC( {spGetOrder;1.Order_TransactionID} ) ) ) THEN
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc} + ' by ' + {spGetOrder;1.Order_PaymentMethod}
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND ISNUMERIC( {spGetOrder;1.Order_TransactionID} ) ) ) THEN
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc} + ' by ' + {spGetOrder;1.Order_PaymentMethod} + ' #:' + {spGetOrder;1.Order_TransactionID}
ELSE
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc};
Order_StatusPayment
Field: Order_Type
Formula: WhilePrintingRecords;
Global StringVar Order_Type;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' THEN
Order_Type := 'RECEIPT'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' THEN
Order_Type := 'RENEWAL'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
Order_Type := 'QUOTE'
ELSE IF ISNULL({spGetOrder;1.Order_QuoteDate}) = FALSE AND {spGetOrder;1.OrderStatus_Code} = 'VOID' THEN
Order_Type := 'QUOTE'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'CANCELLED' THEN
Order_Type := 'VOID'
ELSE
Order_Type := 'INVOICE';
Order_Type
Field: Order_TotalDue
Formula: WhilePrintingRecords;
Global StringVar Order_TotalDue;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' THEN
Order_TotalDue := 'TOTAL PAID (' + {spGetOrder;1.Order_Currency} + ' currency):'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'REFUND' THEN
Order_TotalDue := 'TOTAL REFUNDED (' + {spGetOrder;1.Order_Currency} + ' currency):'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
Order_TotalDue := 'QUOTED TOTAL (' + {spGetOrder;1.Order_Currency} + ' currency):'
ELSE
Order_TotalDue := 'TOTAL DUE (' + {spGetOrder;1.Order_Currency} + ' currency):';
Order_TotalDue
Field: Order_Salutation
Formula: WhilePrintingRecords;
Global StringVar Order_Salutation;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' THEN
Order_Salutation := 'Thank you for your business, we look forward to serving you!'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'INVOICED'
OR {spGetOrder;1.OrderStatus_Code} = 'RELEASED'
OR {spGetOrder;1.OrderStatus_Code} = 'PENDING'
OR {spGetOrder;1.OrderStatus_Code} = 'AUTO_RENEWAL' THEN
Order_Salutation := 'Please remit your payment by ' + CStr( {spGetOrder;1.Order_PaymentDueDate}, "dddd, MMMM dd, yyyy" ) + '.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'CANCELLED' THEN
Order_Salutation := 'This order has been cancelled and is no longer valid.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'REFUND' THEN
Order_Salutation := 'Your refund has been issued.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'VOID' THEN
Order_Salutation := 'Your quote has expired as payment was not received by the due date, please contact our office.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'OVERDUE' THEN
Order_Salutation := 'Your payment was not received by the due date ' + CStr( {spGetOrder;1.Order_PaymentDueDate}, "dddd, MMMM dd, yyyy" ) + ', please remit payment immediately to avoid collections.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
Order_Salutation := 'Thank you for your interest. Quotation only valid to ' + CStr( {spGetOrder;1.Order_QuoteExpiryDate}, "dddd, MMMM dd, yyyy" ) + '.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' AND ISNULL ( {spGetOrder;1.Order_QuoteExpiryDate} ) THEN
Order_Salutation := 'Renew by ' + CStr( {spGetOrder;1.RenewalLicense_ExpiryDate}, "dddd, MMMM dd, yyyy" ) + ' to remain eligible for free upgrades with unlimited complimentary support.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' THEN
Order_Salutation := 'Renew by ' + CStr( {spGetOrder;1.Order_QuoteExpiryDate}, "dddd, MMMM dd, yyyy" ) + ' to remain eligible for free upgrades with unlimited complimentary support.'
Field: lblTotalHeader
Formula: "Total Price " + {spGetOrder;1.Order_Currency}
Field: Email
Formula: IF( {spGetOrder;1.OrderStatus_Code} = "QUOTE" ) then
"sales@finditez.com"
ELSE
"billing@finditez.com"
Field: Type
Formula: IF( {spGetOrder;1.OrderStatus_Code} = "QUOTE" ) THEN
"Quote"
ELSE
"Order"
Field: ConversionRate
Formula: WhilePrintingRecords;
Shared StringVar ConversionRate;
Shared StringVar CurrencySymbol;
IF {spGetOrder;1.Order_Currency} = 'EUR' THEN
CurrencySymbol := "€"
ELSE IF {spGetOrder;1.Order_Currency} = 'GBP' THEN
CurrencySymbol := "£"
ELSE
CurrencySymbol := "$";
IF {spGetOrder;1.Order_CurrencyConversionRate} <> 1.0 AND {spGetOrder;1.Order_Currency} = 'USD' THEN
ConversionRate := '* Converted at a rate of $1 CAD = ' + CurrencySymbol + CStr( {spGetOrder;1.Order_CurrencyConversionRate}, 4 ) + ' ' + {spGetOrder;1.Order_Currency}
ELSE IF {spGetOrder;1.Order_CurrencyConversionRate} <> 1.0 AND {spGetOrder;1.Order_Currency} <> 'USD' THEN
ConversionRate := '* Converted at a rate of $1 USD = ' + CurrencySymbol + CStr( {spGetOrder;1.Order_CurrencyConversionRate}, 4 ) + ' ' + {spGetOrder;1.Order_Currency}
ELSE
ConversionRate := '';
ConversionRate
Field: TotalDue
Formula: WhilePrintingRecords;
Shared NumberVar TotalDue;
TotalDue := {spGetOrder;1.TotalToRemit};
TotalDue
Field: Billing_CityStateZipCode
Formula: WhilePrintingRecords;
{spGetOrder;1.Billing_City} + ', ' + {spGetOrder;1.Billing_ProvState_Desc} + ' ' + {spGetOrder;1.Billing_ZipCode} + ' ' + {spGetOrder;1.Billing_Country_Desc}
Field: Order_VolumeSavingsAmount
Formula: WhilePrintingRecords;
{spGetOrder;1.VolumeSavings} * -1
Field: PaymentTab
Formula: Global StringVar PaymentTab;
IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' OR {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' THEN
PaymentTab := 'Quotes'
ELSE
PaymentTab := 'Orders';
PaymentTab
Field: PayByPO
Formula: Global StringVar PayByPO;
IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
PayByPO := 'NOTE: You may also extend and guarantee this price if you pay online by Purchase Order prior to the quote expiry date. This will immediately release activation keys and issue a net 30 day terms invoice.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' THEN
PayByPO := 'NOTE: You may also pay online by Purchase Order prior to the quote expiry date. This will immediately release activation keys and issue a net 30 day terms invoice.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'INVOICED' THEN
PayByPO := 'NOTE: You may also pay online by Purchase Order prior to the payment due date. This will immediately release activation keys and issue a net 30 day terms invoice.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'AUTO_RENEWAL' THEN
PayByPO := 'NOTE: You may also pay online by Purchase Order prior to the payment due date. This will immediately extend your support period pending receipt of payment and issue a net 30 day terms invoice.'
ELSE
PayByPO := '';
PayByPO
Field: OnlineUserID
Formula: WhilePrintingRecords;
Shared StringVar OnLineEmail;
IF {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE THEN
OnlineEmail := {spGetOrder;1.PrimeContact_EmailAddress}
ELSE IF {spGetOrder;1.PrimeContact_EmailAddress} = {spGetOrder;1.AcctsPayable_EmailAddress} THEN
OnlineEmail := {spGetOrder;1.AcctsPayable_EmailAddress}
ELSE
OnlineEmail := {spGetOrder;1.PrimeContact_EmailAddress} + ' or ' + {spGetOrder;1.AcctsPayable_EmailAddress};
OnlineEmail
Field: DetailSavings
Formula: WhilePrintingRecords;
Shared StringVar DetailSavings;
DetailSavings := {Command.Product_Desc} + ' $' + ToText( {Command.TotalPrice} ) + ' in volume discounts';
DetailSavings
Unused Formula Fields
Field: AgentSubTotalWithTax
Report Header
Section: Section a
Fields
Field: OrderDate1
Data Source: {spGetOrder;1.Order_Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: Custom
DateTime Format: MMM D, YYYY h:mm am
Field: OrderRefNumber1
Data Source: {spGetOrder;1.Order_RefNumber}
Data Type: String
Field: OrderStatusPayment1
Data Source: {@Order_StatusPayment}
Data Type: String
Field: OrderType1
Data Source: {@Order_Type}
Data Type: String
Text Fields
Text Field: Text2
Text: Reference Number:
Text Field: Text3
Text: Date:
Text Field: Text4
Text: Find it EZ Software Corp.
Text Field: Text5
Text: #201-1405 St. Paul Street
Kelowna, BC V1Y 2E4 Canada
Text Field: Text6
Text: Toll Free Phone #: 1-(844) 634-6348
Toll Free Fax #: 1-(844) 765-8923
Email: {@Email}
Hyperlink: mailto:sales@finditez.com
Text Field: Text15
Text: Status:
Pictures
Picture: Picture2
Size: 128x128
Page Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
Text Fields
Text Field: Text7
Text: Contact Information
Lines
Line: Line1
Ends in Section: PageHeaderSection3
Line Type: Single
Line Thickness: 40
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
Fields
Field: CustomerContactName1
Data Source: {@Customer_ContactName}
Data Type: String
Field: UserCompanyName1
Data Source: {spGetOrder;1.Customer_CompanyName}
Data Type: String
Field: OrderBillingAddressLine11
Data Source: {spGetOrder;1.Billing_Address_Line1}
Data Type: String
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Field: OrderBillingAddressLine21
Data Source: {spGetOrder;1.Billing_Address_Line2}
Data Type: String
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Field: UserLoginID1
Data Source: {spGetOrder;1.PrimeContact_EmailAddress}
Data Type: String
Field: OrderBillingPhoneNumber1
Data Source: {spGetOrder;1.PrimeContact_Phone}
Data Type: String
Field: OrderPurchaseOrderNumber1
Data Source: {spGetOrder;1.Order_PurchaseOrderNumber}
Data Type: String
Field: BillingCityStateZipCode1
Data Source: {@Billing_CityStateZipCode}
Data Type: String
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Text Fields
Text Field: Text8
Text: Company:
Text Field: Text9
Text: Primary Contact:
Text Field: Text25
Text: PO #:
Suppression Formula: ISNULL( {spGetOrder;1.Order_PurchaseOrderNumber} ) = TRUE
Text Field: Text21
Text: Bill To: {spGetOrder;1.Billing_Address_ContactName}
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Boxes
Box: Box1
Ends in Section: PageHeaderSection1
Size: 440x85
Line Type: Single
Line Thickness: 20
Box: Box2
Ends in Section: PageHeaderSection1
Size: 303x84
Line Type: Single
Line Thickness: 20
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
OR ( {spGetOrder;1.Shipping_SameAs_Billing_Address} = TRUE AND {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE )
OR ( ISNULL( {spGetOrder;1.Order_Shipto_AddressID_FK} ) = TRUE AND {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE )
Fields
Field: CustomerCityStateZipCode2
Data Source: {@Shipping_CityStateZipCode}
Data Type: String
Field: ShippingAddressLine11
Data Source: {spGetOrder;1.Shipping_Address_Line1}
Data Type: String
Field: ShippingAddressLine21
Data Source: {spGetOrder;1.Shipping_Address_Line2}
Data Type: String
Field: AcctsPayableName1
Data Source: {spGetOrder;1.AcctsPayable_Name}
Data Type: String
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Field: AcctsPayableEmailAddress1
Data Source: {spGetOrder;1.AcctsPayable_EmailAddress}
Data Type: String
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Field: AcctsPayablePhone1
Data Source: {spGetOrder;1.AcctsPayable_Phone}
Data Type: String
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Text Fields
Text Field: Text43
Text: Ship To: {spGetOrder;1.Shipping_Address_ContactName}
Text Field: Text12
Text: Accounts Payable Contact:
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Boxes
Box: Box5
Ends in Section: PageHeaderSection5
Size: 440x85
Line Type: Single
Line Thickness: 20
Box: Box4
Ends in Section: PageHeaderSection5
Size: 303x84
Line Type: Single
Line Thickness: 20
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: ISNULL( {spGetOrder;1.Order_AgentID_FK} ) = TRUE OR PageNumber > 1
Fields
Field: AgentCompanyName1
Data Source: {spGetOrder;1.Agent_CompanyName}
Data Type: String
Field: AgentCompanyWebURL1
Data Source: {spGetOrder;1.Agent_CompanyWebURL}
Data Type: String
Text Fields
Text Field: Text24
Text: Authorized Reseller:
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
Fields
Field: lblTotalHeader1
Data Source: {@lblTotalHeader}
Data Type: String
Text Fields
Text Field: Text14
Text: {@Type} Details
Headings
Heading: Text1
Text: Qty
Heading: Text16
Text: Unit Price
Heading: Text20
Text: Item Description
Lines
Line: Line2
Ends in Section: PageHeaderSection2
Line Type: Single
Line Thickness: 40
Detail
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: {Command.Sort} > 2
Fields
Field: ProductDesc1
Data Source: {Command.Product_Desc}
Data Type: String
Field: OrderDetailQuantity1
Data Source: {Command.OrderDetail_Quantity}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: UnitPrice1
Data Source: {Command.UnitPrice}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Field: TotalPrice1
Data Source: {Command.TotalPrice}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text29
Text: *
Suppression Formula: {spGetOrder;1.Order_CurrencyConversionRate} = 1.0
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: ISNULL( {Command.SerialNumber} )
Fields
Field: SerialNumber1
Data Source: {Command.SerialNumber}
Data Type: String
Text Fields
Text Field: Text23
Text: Serial #:
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.Customer_HideVolumeSavings} = TRUE
OR {Command.Sort} < 3
OR ( {Command.Sort} = 3 and {Command.TotalPrice} = -0.00 )
Fields
Field: DetailSavings1
Data Source: {@DetailSavings}
Data Type: String
Page Footer
Section: Section a
Fields
Field: NC1
Data Source: {?@NC}
Data Type: String
Text Fields
Text Field: Text26
Text: www.finditez.com
Hyperlink: http://www.finditez.com
Text Field: Text36
Text: Software change made simple.™
Pictures
Picture: Picture3
Size: 179x48
Section: Section b
Fields
Field: OrderSalutation1
Data Source: {@Order_Salutation}
Data Type: String
Report Footer
Section: Section a
Fields
Field: OrderSubTotal1
Data Source: {spGetOrder;1.Order_SubTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text18
Text: Subtotal:
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.VolumeSavings} = 0.00 OR {spGetOrder;1.Customer_HideVolumeSavings} = TRUE
Fields
Field: OrderVolumeSavingsAmount1
Data Source: {@Order_VolumeSavingsAmount }
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text19
Text: Your total volume savings included on this order:
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.CouponSavings} = 0.00
Fields
Field: OrderCouponDiscountAmount1
Data Source: {@Order_CouponDiscountAmount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CouponDesc1
Data Source: {spGetOrder;1.Coupon_Desc}
Data Type: String
Text Fields
Text Field: Text22
Text: Discount(s) Applied:
Suppression Formula: {spGetOrder;1.CouponSavings} < 0.0
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.Order_ProvincialTax} = 0.00
Fields
Field: ProvStateTaxProvTag1
Data Source: {spGetOrder;1.ProvStateTax_ProvTag}
Data Type: String
Suppression Formula: //{spGetOrder;1.Order_ProvincialTax} = 0.00
Field: OrderProvincialTax1
Data Source: {spGetOrder;1.Order_ProvincialTax}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.Order_FederalTax} = 0.00
Fields
Field: ProvStateTaxFederalTag1
Data Source: {spGetOrder;1.ProvStateTax_FederalTag}
Data Type: String
Suppression Formula: //{spGetOrder;1.Order_FederalTax} = 0.00
Field: OrderFederalTax1
Data Source: {spGetOrder;1.Order_FederalTax}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text17
Text: Tax #: 81006 5714 RT001
Suppression Formula: //{spGetOrder;1.Billing_Country_Code} <> 'CA'
Section: Section f
Conditional Formulas
Condition: EnableSuppress
Formula: ( {spGetOrder;1.Order_ProvincialTax} = 0.00 AND {spGetOrder;1.Order_FederalTax} = 0.00 )
OR ISNULL( {spGetOrder;1.Order_AgentID_FK} ) = TRUE
Fields
Field: OrderTotal1
Data Source: {spGetOrder;1.Order_Total}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Text Fields
Text Field: Text11
Text: Subtotal with Tax:
Section: Section g
Conditional Formulas
Condition: EnableSuppress
Formula: ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = TRUE
OR ABS( {spGetOrder;1.AgentRetension} ) = 0.0
Fields
Field: OrderAgentCommission1
Data Source: {spGetOrder;1.AgentRetension}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: -$
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text33
Text: Less: Your retained commission @ {spGetOrder;1.AgentCommissionRate}% on ${spGetOrder;1.AgentEligible}:
Section: Section h
Fields
Field: OrderTotalDue1
Data Source: {@Order_TotalDue}
Data Type: String
Field: TotalDue1
Data Source: {@TotalDue}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text28
Text: *
Suppression Formula: {spGetOrder;1.Order_CurrencyConversionRate} = 1.0
Section: Section i
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.Order_CurrencyConversionRate} = 1.0
Fields
Field: ConversionRate1
Data Source: {@ConversionRate}
Data Type: String
Section: Section j
Fields
Field: OrderNotes1
Data Source: {spGetOrder;1.Order_Notes}
Data Type: String
Section: Section k
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_Code} = 'COMPLETE'
OR {spGetOrder;1.OrderStatus_Code} = 'CANCELLED'
OR {spGetOrder;1.OrderStatus_Code} = 'REFUND'
OR {spGetOrder;1.OrderStatus_Code} = 'VOID'
Text Fields
Text Field: Text35
Text: See ( over / next page) for payment options
Section: Section l
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_Code} = 'COMPLETE'
OR {spGetOrder;1.OrderStatus_Code} = 'CANCELLED'
OR {spGetOrder;1.OrderStatus_Code} = 'REFUND'
OR {spGetOrder;1.OrderStatus_Code} = 'VOID'
Text Fields
Text Field: Text30
Text: Payment Options
Lines
Line: Line3
Ends in Section: ReportFooterSection9
Line Type: Single
Line Thickness: 40
Section: Section m
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress if payment not avaialble based on order status
OR {spGetOrder;1.Order_Currency} <> 'USD' // Suppress for non-USD currency orders
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = FALSE // Suppress for Agent reseller order payment options
Text Fields
Text Field: Text31
Text:
All funds in USD currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days. Quotations are only valid for 15 days. Prices are subject to change without notice.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your email address {@OnlineUserID} and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including AMEX, Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHECK or MONEY ORDER - Payable to “Find it EZ Software Corp.” Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
3) ELECTRONIC FUNDS TRANSFER - EFT only accepted in USD
PAY DIRECT TO:
SWIFT (BIC) CODE: BKTRUS33
ABA #: 021001033
Deutsche Bank Trust Company Americas
New York, USA
BENEFICIARY BANK - SWIFT FIELD 57 or FEDWIRE TAG 4100:
SWIFT CODE: CUCXCATTVAN
Central 1 Credit Union, Vancouver, BC, Canada
Deutsche Bank Account No.: 04459732
BENEFICIARY CUSTOMER - SWIFT FIELD 59 or FEDWIRE TAG 4200:
Institution (Route) No. 0809
(Branch) Transit No. 16930
Account No. 650002570315
Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
PAYMENT DETAILS ( BENEFICIARY ORIGINATOR BANK ) - SWIFT FIELD 70 or FEDWIRE TAG 6000:
Valley First Credit Union, 201-3550 Carrington Road, West Kelowna, BC V4T 2Z1, Canada
Section: Section n
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress if payment not avaialble based on order status
OR {spGetOrder;1.Order_Currency} <> 'CAD' // Suppress for non-Canadian orders
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = FALSE // Suppress for Agent reseller order payment options
Text Fields
Text Field: Text27
Text:
All funds in CAD currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days. Quotations are only valid for 15 days. Prices are subject to change without notice.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your email address {@OnlineUserID} and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHEQUE or MONEY ORDER - Payable to “Find it EZ Software Corp.” Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4
3) INTERAC e-Transfer ( also known as ePay or EMT - Email Money Transfers available in CAD funds within Canada only )
Send CAD funds to EMT@finditez.com, and separate email with confidential answer including order ref # {spGetOrder;1.Order_RefNumber} in the subject to billing@finditez.com
4) ELECTRONIC FUNDS TRANSFER - EFT only accepted in CAD funds within Canada
RECEIVER (Pay direct to):
SWIFT (BIC) CODE: CUCXCATTVAN
Central 1 Credit Union, Vancouver, BC, Canada
BENEFICIARY BANK - SWIFT FIELD 57:
Institution (Route) No. 0809
(Branch) Transit No. 16930
Valley First Credit Union, Vintage Hills Branch, 201-3550 Carrington Road, West Kelowna, BC V4T 2Z1, Canada
BENEFICIARY CUSTOMER - SWIFT FIELD 59:
Account No. 610002570315
Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
Section: Section o
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress based on order status not longer payable
OR {spGetOrder;1.Order_Currency} = 'CAD' // Suppress if Canadian funds payment
OR {spGetOrder;1.Order_Currency} = 'USD' // Suppress if USD funds payment
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = FALSE // Suppress if Agent Reseller order
Text Fields
Text Field: Text34
Text:
All funds in {spGetOrder;1.Order_Currency} currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days. Quotations are only valid for 15 days. Prices are subject to change without notice.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your email address {@OnlineUserID} and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHECK or MONEY ORDER - Payable to “Find it EZ Software Corp.” Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
3) ELECTRONIC FUNDS TRANSFER - *** EFT only accepted in USD ***
You must first use this link below to convert your order into US currency if you wish to use this payment method:
https://www.finditez.com/members/orders_view.aspx?OrderID={spGetOrder;1.OrderID}&Convert=1
PAY DIRECT TO:
SWIFT (BIC) CODE: BKTRUS33
ABA #: 021001033
Deutsche Bank Trust Company Americas
New York, USA
BENEFICIARY BANK - SWIFT FIELD 57 or FEDWIRE TAG 4100:
SWIFT CODE: CUCXCATTVAN
Central 1 Credit Union, Vancouver, BC, Canada
Deutsche Bank Account No.: 04459732
BENEFICIARY CUSTOMER - SWIFT FIELD 59 or FEDWIRE TAG 4200:
Institution (Route) No. 0809
Branch No. 16930
Account No. 650002570315
Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
PAYMENT DETAILS ( BENEFICIARY ORIGINATOR BANK ) - SWIFT FIELD 70 or FEDWIRE TAG 6000:
Valley First Credit Union, 201-3550 Carrington Road, West Kelowna, BC V4T 2Z1, Canada
Section: Section p
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress if payments no longer accepted based on order status
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = TRUE // Suppress if not a reseller order
Text Fields
Text Field: Text32
Text:
All funds in {spGetOrder;1.Order_Currency} currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your Agent email address {spGetOrder;1.AcctsPayable_EmailAddress} and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHECK or MONEY ORDER - Payable to “Find it EZ Software Corp. Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
3) PayPal Direct Payments - Send payments to billing@finditez.com, refererencing order#: {spGetOrder;1.Order_RefNumber}
4) ELECTRONIC FUNDS TRANSFER - EFT only accepted in USD or CAD funds. Contact us via partners@finditez.com or call toll free 1-844-634-6348 extension 3 for remittance details if you wish to use this payment method.
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Group Selection.rpt |
| Matches | 25 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Title: How to create group selection based on countries with sales based on the parameter values
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Over/Under
Data Type: String
Description: Choose over or under
List Type: Static
List Values: Over
Under
Default Values: Over
Parameter: Value
Data Type: Number
Description: Enter Value for Countries subtotal:
List Type: Static
Default Values: 10000
Parameter: Sort Order
Data Type: Number
Description: Enter Sort Order:
List Type: Static
List Values: 0 - Ascending
1 - Descending
Default Values: 0
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Group Selection
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text7
Text: How to create group selection based on countries with sales {?Over/Under} {?Value}
Section: Section b
Text Fields
Text Field: Text6
Text: Last Year's Sales
Text Field: Text5
Text: Postal Code
Text Field: Text4
Text: Country
Text Field: Text3
Text: Region
Text Field: Text2
Text: Customer Name
Group Selection Formula
Formula: //Return only those groups with Last Years Sales that meet the parameter entries.
//Example: If user chooses 'Over' for the ?Over/Under parameter and a value of $100
//for the ?Value parameter, the report will only return those groups where the
//Sum of Last Years Sales per Country is greater than $100.
if {?Over/Under} = "Over" then
Sum ({Customer.Last Year's Sales}, {Customer.Country}) >= {?Value}
else if {?Over/Under} = "Under" then
Sum ({Customer.Last Year's Sales}, {Customer.Country}) <= {?Value}
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Country})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Tool Tip Formula: "This report only shows countries whose sales totals are based on the values entered in the parameter. Use Report>Select Expert to do this."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Tool Tip Formula: "Choose only the groups you want to see in your report. Use Report>Select Expert to do this."
Field: Field5
Data Source: {Customer.Region}
Data Type: String
Field: Field6
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field7
Data Source: {Customer.Country}
Data Type: String
Field: Field8
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Page Footer
Section: Section a
Fields
Field: Field10
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text8
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text9
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text10
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Chart.rpt |
| Matches | 101 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Title: Charting
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Order Date} : DateTime
{Orders.Required Date} : DateTime
{Orders.Ship Date} : DateTime
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Record Selection Formulas
Formula: //Record Selection to return specific records in order to make
//the charts work correctly with the XTREME database
if {Customer.Country} = "USA" then {Customer.Customer Name} = ["7 Bikes For 7 Brothers","Against The Wind Bikes","Bicycle Races","Bikefest"]
else if {Customer.Country} = "England" then {Customer.Region} = ["Greater Manchester","Devon","West Yorkshire"]
else if {Customer.Country} = "Switzerland" then {Orders.Order Date} < date(2004,1,1) and {Orders.Order Amount} < 1000
else
{Customer.Country} in ["Australia", "Brazil", "Canada", "China", "France", "Germany", "Italy", "Japan", "Mexico", "New Zealand", "Singapore", "Switzerland", "Portugal"] and
{Customer.Region} <> "Ile de France" and
{Customer.Customer Name} <> "Fahrkraft Räder"
Record Sorting
Sort By: @Group -- Ascending Order Group #1
Customer.Region -- Ascending Order Group #2
Customer.Customer Name -- Ascending Order Group #3
Formula Fields
Field: Days to ship
Formula: //Calculate how many days it took to ship a product
{Orders.Ship Date}-{Orders.Order Date}
Field: Late or On Time
Formula: //Determine if the shipment was Late or OnTime
if {@Required Date} - {@Received Date} >= 0
then "On Time" else "Late"
Field: Required Date
Formula: //Create a RequiredDate value
datetimevar requireddate:= date({Orders.Required Date}) + time((Int(Rnd*24)), 0, 0)
Field: Received Date
Formula: //Create a ReceivedDate for value
datetimevar receiveddate:=
date(dateadd("d", Int(1.1/Rnd), {Orders.Ship Date})) +
time((Int(Rnd*24)), (Int(Rnd*59)), 0)
Field: Group
Formula: //Assign a specific Country to a specific Chart Type. Used for grouping on.
Select {Customer.Country}
case "New Zealand": "Bar Chart"
case "Australia": "Line Chart"
case "Brazil": "Area Chart"
case "Canada": "Pie Chart"
case "China": "Doughnut Chart"
case "Italy": "3D Riser Chart"
case "Japan": "3D Surface Chart"
case "Germany": "XY Scatter Chart"
case "England": "Radar Chart"
case "Mexico": "Bubble Chart"
case "France": "Stock Chart"
case "Switzerland": "Numeric Axis Chart"
case "Singapore": "Gauge Chart"
case "USA": "Gantt Chart"
case "Portugal" : "Funnel Chart"
Field: Fake Value
Formula: whilereadingrecords;
1
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Region})
Field: Order Amount
Formula: Sum ({Orders.Order Amount}, {Customer.Region})
Field: Order ID
Formula: DistinctCount ({Orders.Order ID}, {Customer.Region})
Field: Last Year's Sales
Formula: PercentOfSum ({Customer.Last Year's Sales}, {Customer.Region}, {@Group})
Field: Last Year's Sales
Formula: Maximum ({Customer.Last Year's Sales}, {Customer.Region})
Field: Order Amount
Formula: Maximum ({Orders.Order Amount}, {Customer.Region})
Field: Order Amount
Formula: Minimum ({Orders.Order Amount}, {Customer.Region})
Field: Order ID
Formula: Count ({Orders.Order ID}, {Customer.Region})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Customer Name})
Field: Customer ID
Formula: Maximum ({Orders.Customer ID}, {Customer.Customer Name})
Field: Order Amount
Formula: Sum ({Orders.Order Amount}, {Customer.Customer Name})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Charting
Text Field: Text2
Text: Drilldown on Pie for specific chart types
Tool Tip Formula: "Vertical text is now available"
Text Field: Text3
Text: Add new charting features to your report
Tool Tip Formula: "Powerful new charting features allow for more control over charts and legends"
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Charts
Chart: Graph16
Chart Type: Pie
Show value(s): Maximum (@Fake Value, @Group)
Evaluate On: @Group
Groups
Group: Group #1
Grouped By: {@Group}
Group Header
Section: Section a
Text Fields
Text Field: Text14
Text: GroupName ({@Group}) for {Customer.Country}
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "3D Riser Chart"
Text Fields
Text Field: Text26
Text: Sum of Last Year's Sales
Text Field: Text31
Text: Customer Name
Text Field: Text4
Text: Region
Charts
Chart: Graph1
Chart Type: 3D Riser
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Customer Name)
Evaluate On: Customer.Region
Customer.Customer Name
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "3D Surface Chart"
Text Fields
Text Field: Text32
Text: Customer Name
Text Field: Text34
Text: Sum of Last Year's Sales
Headings
Heading: Text5
Text: Country
Charts
Chart: Graph21
Chart Type: 3D Surface
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Customer Name)
Sum of (Orders.Order Amount, Customer.Customer Name)
Evaluate On: Customer.Customer Name
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Area Chart"
Text Fields
Text Field: Text15
Text: Region
Text Field: Text9
Text: SUM of Last Year's Sales
Text Field: Text35
Text: Customer Name
Charts
Chart: Graph22
Chart Type: Area
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Customer Name)
Evaluate On: Customer.Region
Customer.Customer Name
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Bar Chart"
Text Fields
Text Field: Text25
Text: SUM of Last Year's Sales
Text Field: Text23
Text: SUM of Order Amount
Text Field: Text6
Text: Region
Charts
Chart: Graph6
Chart Type: Bar
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Region)
Sum of (Orders.Order Amount, Customer.Region)
Evaluate On: Customer.Region
Section: Section f
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Bubble Chart"
Text Fields
Text Field: Text37
Text: # of Orders
Text Field: Text36
Text: Region
Text Field: Text38
Text: SUM of Order Amount
Charts
Chart: Graph23
Chart Type: Bubble
Show value(s): Sum of (Orders.Order Amount, Customer.Region)
Count (Orders.Order ID, Customer.Region)
Sum of (Orders.Order Amount, Customer.Region)
Evaluate On: Customer.Region
Section: Section g
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Doughnut Chart"
Text Fields
Text Field: Text18
Text: Sum of Last Year's Sales
Text Field: Text19
Text: Region
Text Field: Text52
Text: Percentage of Last Year's Sales
Charts
Chart: Graph24
Chart Type: Doughnut
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Region)
Evaluate On: Customer.Region
Section: Section h
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Gantt Chart"
Text Fields
Text Field: Text40
Text: Order Date
Text Field: Text39
Text: Customer Name
Text Field: Text41
Text: Ship Date
Text Field: Text42
Text: #Days to Ship
Charts
Chart: Graph25
Chart Type: Gantt
Show value(s): Count (Orders.Order Date)
Count (Orders.Ship Date)
Section: Section i
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Gauge Chart"
Text Fields
Text Field: Text44
Text: Required Date
Text Field: Text43
Text: Order ID
Text Field: Text45
Text: Received Date
Text Field: Text46
Text: Late\On Time
Charts
Chart: Graph26
Chart Type: Gauge
Show value(s): Count (Orders.Order ID, @Late or On Time)
Evaluate On: @Late or On Time
Section: Section j
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Line Chart"
Text Fields
Text Field: Text11
Text: Region
Text Field: Text12
Text: Max Last Year's Sales
Text Field: Text13
Text: Max Order Amount
Charts
Chart: Graph27
Chart Type: Line
Show value(s): Maximum (Customer.Last Year's Sales, Customer.Region)
Maximum (Orders.Order Amount, Customer.Region)
Evaluate On: Customer.Region
Section: Section k
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Numeric Axis Chart"
Text Fields
Text Field: Text10
Text: SUM of Order Amount
Headings
Heading: Text8
Text: Order Date
Charts
Chart: Graph20
Chart Type: Numeric Axis
Show value(s): Sum of (Orders.Order Amount, Orders.Order Date, "Daily")
Evaluate On: Orders.Order Date
Section: Section l
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Pie Chart"
Text Fields
Text Field: Text17
Text: Max Last Year's Sales
Text Field: Text30
Text: Region
Charts
Chart: Graph19
Chart Type: Pie
Show value(s): Maximum (Customer.Last Year's Sales, Customer.Region)
Evaluate On: Customer.Region
Section: Section m
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Radar Chart"
Text Fields
Text Field: Text48
Text: SUM of Order Amount
Text Field: Text33
Text: Region
Charts
Chart: Graph18
Chart Type: Radar
Show value(s): Sum of (Orders.Order Amount, Customer.Region)
Sum of (Orders.Order Amount, Customer.Region)
Evaluate On: Customer.Region
Section: Section n
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Stock Chart"
Text Fields
Text Field: Text49
Text: Max Order Amount
Text Field: Text50
Text: Min Order Amount
Text Field: Text51
Text: Region
Charts
Chart: Graph17
Chart Type: Stock
Show value(s): Minimum (Orders.Order Amount, Customer.Region)
Maximum (Orders.Order Amount, Customer.Region)
Evaluate On: Customer.Region
Section: Section o
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "XY Scatter Chart"
Text Fields
Text Field: Text21
Text: Customer ID
(X-AXIS)
Text Field: Text20
Text: Customer Name
Text Field: Text22
Text: SUM of Order Amount
(Y-Axis)
Charts
Chart: Graph15
Chart Type: XY Scatter
Show value(s): Maximum (Orders.Order Amount, Customer.Customer Name)
Sum of (Orders.Order Amount, Customer.Customer Name)
Evaluate On: Customer.Customer Name
Section: Section p
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Funnel Chart"
Headings
Heading: Text27
Text: Order ID
Heading: Text29
Text: Customer Name
Charts
Chart: Graph2
Chart Type: Funnel
Show value(s): Count (Orders.Order Amount, Customer.Customer Name)
Evaluate On: Customer.Customer Name
Group Footer
Conditional Formulas
Condition: EnableNewPageAfter
Formula: not onlastrecord
Group: Group #2
Grouped By: {Customer.Region}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Bar Chart"
Fields
Field: Field19
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field23
Data Source: Sum ({Orders.Order Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field14
Data Source: GroupName ({Customer.Region})
Data Type: String
Text Fields
Text Field: Text55
Text: Bar Chart Info
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Bubble Chart"
Fields
Field: Field52
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Field53
Data Source: DistinctCount ({Orders.Order ID}, {Customer.Region})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: Field54
Data Source: Sum ({Orders.Order Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text57
Text: Bubble Chart Info
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Doughnut Chart"
Fields
Field: Field12
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field55
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Field56
Data Source: PercentOfSum ({Customer.Last Year's Sales}, {Customer.Region}, {@Group})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: %
Currency Position: Trailing Outside Negative -123%
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555%.
Text Fields
Text Field: Text56
Text: Doughnut Chart Info
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Line Chart"
Fields
Field: Field17
Data Source: Maximum ({Customer.Last Year's Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field18
Data Source: Maximum ({Orders.Order Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field57
Data Source: GroupName ({Customer.Region})
Data Type: String
Text Fields
Text Field: Text58
Text: Line Chart Info
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Pie Chart"
Fields
Field: Field9
Data Source: Maximum ({Customer.Last Year's Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field58
Data Source: GroupName ({Customer.Region})
Data Type: String
Text Fields
Text Field: Text59
Text: Pie Chart Info
Section: Section f
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Radar Chart"
Fields
Field: Field45
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Field46
Data Source: Sum ({Orders.Order Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text54
Text: Radar Chart Info
Section: Section g
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Stock Chart"
Fields
Field: Field47
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Field48
Data Source: Minimum ({Orders.Order Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field49
Data Source: Maximum ({Orders.Order Amount}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text60
Text: Stock Chart Info
Section: Section h
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Funnel Chart"
Fields
Field: CountofOrderID1
Data Source: Count ({Orders.Order ID}, {Customer.Region})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: GroupNameRegion1
Data Source: GroupName ({Customer.Region})
Data Type: String
Text Fields
Text Field: Text47
Text: Funnel Chart
Group: Group #3
Grouped By: {Customer.Customer Name}
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> ["3D Riser Chart"]
Fields
Field: Field28
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Customer Name})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field29
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: Field27
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Text Fields
Text Field: Text62
Text: 3D Riser Chart Info
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "3D Surface Chart"
Fields
Field: Field31
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Field: Field32
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Customer Name})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Pays1
Data Source: {Customer.Country}
Data Type: String
Text Fields
Text Field: Text63
Text: 3D Surface Chart Info
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Area Chart"
Fields
Field: Field3
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Customer Name})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field33
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Field: Field34
Data Source: GroupName ({Customer.Region})
Data Type: String
Text Fields
Text Field: Text64
Text: Area Chart Info
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Gantt Chart"
Fields
Field: Field39
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Field: Field35
Data Source: {Orders.Order Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MMMM DD, YYYY
Field: Field38
Data Source: {Orders.Ship Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MMMM DD, YYYY
Field: Field40
Data Source: {@Days to ship}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Text Fields
Text Field: Text65
Text: Gantt Chart Info
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "XY Scatter Chart"
Fields
Field: Field21
Data Source: Maximum ({Orders.Customer ID}, {Customer.Customer Name})
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Field: Field50
Data Source: Sum ({Orders.Order Amount}, {Customer.Customer Name})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field51
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Text Fields
Text Field: Text66
Text: XY Scatter Chart Info
Detail
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Gauge Chart"
Fields
Field: Field41
Data Source: {@Late or On Time}
Data Type: String
Field: Field42
Data Source: {@Received Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: Custom
DateTime Format: MMM-D-YY h:mm: AM
Field: Field43
Data Source: {@Required Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: Custom
DateTime Format: MMM-D-YY h:mm: AM
Field: Field44
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Numeric Axis Chart"
Fields
Field: Field26
Data Source: {Orders.Order Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Datedelacommande2
Data Source: {Orders.Order Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: MMMM DD, YYYY
Text Fields
Text Field: Text68
Text: Numeric Axis Chart Info
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: GroupName ({@Group}) <> "Funnel Chart"
Fields
Field: OrderID1
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Field: CustomerName1
Data Source: {Customer.Customer Name}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field11
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text7
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text16
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text24
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/FinditEZ/ |
| Document | invoice |
| Matches | 9 |
Crystal Report | |
Report Information
Version: 14.0
Printer: No Printer
BI Information
Title: invoice
Database Configurations
Configuration: FINDITEZ
Use Database Logon: Original
Type: crdb_odbc
Server: FINDITEZ
Database: finditez
Username: sa
Table Prefix: finditez.dbo.
Configuration: FinditEZ
Use Database Logon: Custom
Type: crdb_oracle
Server: Mike
Database: mikesdatabase
Username: sa
Table Prefix: Prefixy
Server Prompts
Prompt: @UserID
Default Value (Scheduling/Publishing): [Empty]
Prompt: @OrderID
Default Value (Scheduling/Publishing): [Empty]
Prompt: @ReturnCode
Default Value (Scheduling/Publishing): [Empty]
Prompt: @OrderNumber
Default Value (Scheduling/Publishing): [Empty]
Prompt: @TransactionID
Default Value (Scheduling/Publishing): [Empty]
Prompt: @NC
Prompt: Enter @NC:
Default Value (Scheduling/Publishing): [Empty]
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Name: finditez
Database Type: ODBC (RDO)
Server: FINDITEZ
Properties: QE_LogonProperties
Database: finditez
DSN: FINDITEZ
Trusted_Connection: False
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_ado.dll
Database Name: finditez
Database Type: OLE DB (ADO)
Server: FinditEZ
Properties: QE_LogonProperties
Connect Timeout: 15
Data Source: FinditEZ
Initial Catalog: finditez
Integrated Security: False
Locale Identifier: 4105
OLE DB Services: -5
Provider: MSDASQL
Use DSN Default Properties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: @UserID
Data Type: Number
List Type: Static
Parameter: @OrderID
Data Type: Number
List Type: Static
Parameter: @ReturnCode
Data Type: Number
List Type: Static
Parameter: @OrderNumber
Data Type: String
List Type: Static
Parameter: @TransactionID
Data Type: String
List Type: Static
Parameter: @NC
Data Type: String
Description: Enter @NC:
List Type: Static
Tables
Table: finditez.dbo.spGetOrder
Connection: Connection #1
Parameters: @UserID
@OrderID
@ReturnCode
@OrderNumber
@TransactionID
Call Statement: CALL finditez.dbo.spGetOrder @UserID (Number), @OrderID (Number), @ReturnCode (Number), @OrderNumber (String), @TransactionID (String)
Used Columns: {spGetOrder;1.OrderID} : Number
{spGetOrder;1.Order_Date} : DateTime
{spGetOrder;1.Order_RefNumber} : String[512]
{spGetOrder;1.Order_TransactionID} : String[130]
{spGetOrder;1.Order_SubTotal} : Number
{spGetOrder;1.Order_ProvincialTax} : Number
{spGetOrder;1.Order_FederalTax} : Number
{spGetOrder;1.Order_Total} : Number
{spGetOrder;1.Coupon_Desc} : String[596]
{spGetOrder;1.Order_Billing_AddressID_FK} : Number
{spGetOrder;1.Billing_Address_ContactName} : String[512]
{spGetOrder;1.Billing_Address_Line1} : String[512]
{spGetOrder;1.Billing_Address_Line2} : String[512]
{spGetOrder;1.Billing_City} : String[102]
{spGetOrder;1.Billing_ProvState_Desc} : String[512]
{spGetOrder;1.Billing_Country_Desc} : String[512]
{spGetOrder;1.Billing_ZipCode} : String[102]
{spGetOrder;1.Shipping_SameAs_Billing_Address} : Boolean
{spGetOrder;1.Order_Shipto_AddressID_FK} : Number
{spGetOrder;1.Shipping_Address_ContactName} : String[512]
{spGetOrder;1.Shipping_Address_Line1} : String[512]
{spGetOrder;1.Shipping_Address_Line2} : String[512]
{spGetOrder;1.Shipping_City} : String[102]
{spGetOrder;1.Shipping_ProvState_Desc} : String[512]
{spGetOrder;1.Shipping_Country_Desc} : String[512]
{spGetOrder;1.Shipping_ZipCode} : String[102]
{spGetOrder;1.AgentRetension} : Number
{spGetOrder;1.AgentEligible} : Number
{spGetOrder;1.AgentCommissionRate} : Number
{spGetOrder;1.Order_SellTo_UserID_FK} : Number
{spGetOrder;1.Order_PaymentMethod} : String[130]
{spGetOrder;1.Order_PurchaseOrderNumber} : String[66]
{spGetOrder;1.Order_Currency} : String[18]
{spGetOrder;1.Order_CurrencyConversionRate} : Number
{spGetOrder;1.Order_AgentID_FK} : Number
{spGetOrder;1.OrderStatus_Code} : String[130]
{spGetOrder;1.OrderStatus_Desc} : String[512]
{spGetOrder;1.OrderStatus_CanResubmit} : Boolean
{spGetOrder;1.PrimeContact_EmailAddress} : String[512]
{spGetOrder;1.PrimeContact_Name} : String[642]
{spGetOrder;1.PrimeContact_Phone} : String[52]
{spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} : Boolean
{spGetOrder;1.AcctsPayable_EmailAddress} : String[512]
{spGetOrder;1.AcctsPayable_Name} : String[642]
{spGetOrder;1.AcctsPayable_Phone} : String[52]
{spGetOrder;1.Customer_CompanyName} : String[512]
{spGetOrder;1.ProvStateTax_ProvTag} : String[196]
{spGetOrder;1.ProvStateTax_FederalTag} : String[190]
{spGetOrder;1.VolumeSavings} : Number
{spGetOrder;1.CouponSavings} : Number
{spGetOrder;1.Agent_CompanyName} : String[512]
{spGetOrder;1.Agent_CompanyWebURL} : String[512]
{spGetOrder;1.RenewalLicense_ExpiryDate} : DateTime
{spGetOrder;1.Order_Notes} : String[512]
{spGetOrder;1.Order_PaymentDueDate} : DateTime
{spGetOrder;1.TotalToRemit} : Number
{spGetOrder;1.Order_QuoteDate} : DateTime
{spGetOrder;1.Order_QuoteExpiryDate} : DateTime
Table: Command
Connection: Connection #2
SQL Command: EXEC [spGetInvoiceOrderDetailList] {?@OrderID},0
Parameters: @OrderID
Used Columns: {Command.OrderDetail_Quantity} : Number
{Command.UnitPrice} : Number
{Command.TotalPrice} : Number
{Command.Product_Desc} : String[1050]
{Command.SerialNumber} : String[102]
Formula Fields
Field: Customer_ContactName
Formula: WhilePrintingRecords;
{spGetOrder;1.PrimeContact_Name}
Field: Shipping_CityStateZipCode
Formula: WhilePrintingRecords;
{spGetOrder;1.Shipping_City} + ', ' + {spGetOrder;1.Shipping_ProvState_Desc} + ' ' + {spGetOrder;1.Shipping_ZipCode} + ' ' + {spGetOrder;1.Shipping_Country_Desc}
Field: Order_CouponDiscountAmount
Formula: WhilePrintingRecords;
{spGetOrder;1.CouponSavings} * -1
Field: Order_StatusPayment
Formula: WhilePrintingRecords;
GLOBAL stringVar Order_StatusPayment;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND {spGetOrder;1.Order_PaymentMethod} = 'Reseller' THEN
Order_StatusPayment := 'Purchased via ' + {spGetOrder;1.Order_PaymentMethod}
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND ( {spGetOrder;1.Order_PaymentMethod} <> 'Cheque' OR ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND NOT ISNUMERIC( {spGetOrder;1.Order_TransactionID} ) ) ) THEN
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc} + ' by ' + {spGetOrder;1.Order_PaymentMethod}
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND NOT ISNUMERIC( {spGetOrder;1.Order_TransactionID} ) ) ) THEN
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc} + ' by ' + {spGetOrder;1.Order_PaymentMethod}
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND ( {spGetOrder;1.Order_PaymentMethod} = 'Cheque' AND ISNUMERIC( {spGetOrder;1.Order_TransactionID} ) ) ) THEN
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc} + ' by ' + {spGetOrder;1.Order_PaymentMethod} + ' #:' + {spGetOrder;1.Order_TransactionID}
ELSE
Order_StatusPayment := {spGetOrder;1.OrderStatus_Desc};
Order_StatusPayment
Field: Order_Type
Formula: WhilePrintingRecords;
Global StringVar Order_Type;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' THEN
Order_Type := 'RECEIPT'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' THEN
Order_Type := 'RENEWAL'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
Order_Type := 'QUOTE'
ELSE IF ISNULL({spGetOrder;1.Order_QuoteDate}) = FALSE AND {spGetOrder;1.OrderStatus_Code} = 'VOID' THEN
Order_Type := 'QUOTE'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'CANCELLED' THEN
Order_Type := 'VOID'
ELSE
Order_Type := 'INVOICE';
Order_Type
Field: Order_TotalDue
Formula: WhilePrintingRecords;
Global StringVar Order_TotalDue;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' THEN
Order_TotalDue := 'TOTAL PAID (' + {spGetOrder;1.Order_Currency} + ' currency):'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'REFUND' THEN
Order_TotalDue := 'TOTAL REFUNDED (' + {spGetOrder;1.Order_Currency} + ' currency):'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
Order_TotalDue := 'QUOTED TOTAL (' + {spGetOrder;1.Order_Currency} + ' currency):'
ELSE
Order_TotalDue := 'TOTAL DUE (' + {spGetOrder;1.Order_Currency} + ' currency):';
Order_TotalDue
Field: Order_Salutation
Formula: WhilePrintingRecords;
Global StringVar Order_Salutation;
IF {spGetOrder;1.OrderStatus_Code} = 'COMPLETE' THEN
Order_Salutation := 'Thank you for your business, we look forward to serving you!'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'INVOICED'
OR {spGetOrder;1.OrderStatus_Code} = 'RELEASED'
OR {spGetOrder;1.OrderStatus_Code} = 'PENDING'
OR {spGetOrder;1.OrderStatus_Code} = 'AUTO_RENEWAL' THEN
Order_Salutation := 'Please remit your payment by ' + CStr( {spGetOrder;1.Order_PaymentDueDate}, "dddd, MMMM dd, yyyy" ) + '.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'CANCELLED' THEN
Order_Salutation := 'This order has been cancelled and is no longer valid.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'REFUND' THEN
Order_Salutation := 'Your refund has been issued.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'VOID' THEN
Order_Salutation := 'Your quote has expired as payment was not received by the due date, please contact our office.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'OVERDUE' THEN
Order_Salutation := 'Your payment was not received by the due date ' + CStr( {spGetOrder;1.Order_PaymentDueDate}, "dddd, MMMM dd, yyyy" ) + ', please remit payment immediately to avoid collections.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
Order_Salutation := 'Thank you for your interest. Quotation only valid to ' + CStr( {spGetOrder;1.Order_QuoteExpiryDate}, "dddd, MMMM dd, yyyy" ) + '.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' AND ISNULL ( {spGetOrder;1.Order_QuoteExpiryDate} ) THEN
Order_Salutation := 'Renew by ' + CStr( {spGetOrder;1.RenewalLicense_ExpiryDate}, "dddd, MMMM dd, yyyy" ) + ' to remain eligible for free upgrades with unlimited complimentary support.'
ELSE IF {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' THEN
Order_Salutation := 'Renew by ' + CStr( {spGetOrder;1.Order_QuoteExpiryDate}, "dddd, MMMM dd, yyyy" ) + ' to remain eligible for free upgrades with unlimited complimentary support.'
Field: lblTotalHeader
Formula: "Total Price " + {spGetOrder;1.Order_Currency}
Field: Email
Formula: IF( {spGetOrder;1.OrderStatus_Code} = "QUOTE" ) then
"sales@finditez.com"
ELSE
"billing@finditez.com"
Field: Type
Formula: IF( {spGetOrder;1.OrderStatus_Code} = "QUOTE" ) THEN
"Quote"
ELSE
"Order"
Field: ConversionRate
Formula: WhilePrintingRecords;
Shared StringVar ConversionRate;
Shared StringVar CurrencySymbol;
IF {spGetOrder;1.Order_Currency} = 'EUR' THEN
CurrencySymbol := "€"
ELSE IF {spGetOrder;1.Order_Currency} = 'GBP' THEN
CurrencySymbol := "£"
ELSE
CurrencySymbol := "$";
IF {spGetOrder;1.Order_CurrencyConversionRate} <> 1.0 AND {spGetOrder;1.Order_Currency} = 'USD' THEN
ConversionRate := '* Converted at a rate of $1 CAD = ' + CurrencySymbol + CStr( {spGetOrder;1.Order_CurrencyConversionRate}, 4 ) + ' ' + {spGetOrder;1.Order_Currency}
ELSE IF {spGetOrder;1.Order_CurrencyConversionRate} <> 1.0 AND {spGetOrder;1.Order_Currency} <> 'USD' THEN
ConversionRate := '* Converted at a rate of $1 USD = ' + CurrencySymbol + CStr( {spGetOrder;1.Order_CurrencyConversionRate}, 4 ) + ' ' + {spGetOrder;1.Order_Currency}
ELSE
ConversionRate := '';
ConversionRate
Field: TotalDue
Formula: WhilePrintingRecords;
Shared NumberVar TotalDue;
TotalDue := {spGetOrder;1.TotalToRemit};
TotalDue
Field: Billing_CityStateZipCode
Formula: WhilePrintingRecords;
{spGetOrder;1.Billing_City} + ', ' + {spGetOrder;1.Billing_ProvState_Desc} + ' ' + {spGetOrder;1.Billing_ZipCode} + ' ' + {spGetOrder;1.Billing_Country_Desc}
Field: Order_VolumeSavingsAmount
Formula: WhilePrintingRecords;
{spGetOrder;1.VolumeSavings} * -1
Field: PaymentTab
Formula: Global StringVar PaymentTab;
IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' OR {spGetOrder;1.OrderStatus_Code} = 'RENEWAL' THEN
PaymentTab := 'Quotes'
ELSE
PaymentTab := 'Orders';
PaymentTab
Field: PayByPO
Formula: Global StringVar PayByPO;
IF {spGetOrder;1.OrderStatus_Code} = 'QUOTE' THEN
PayByPO := 'NOTE: You may also extend and guarantee this price if you pay online by Purchase Order prior to the quote expiry date. This will immediately release activation keys and issue a net 30 day terms invoice.'
ELSE
PayByPO := '';
PayByPO
Unused Formula Fields
Field: AgentSubTotalWithTax
Report Header
Section: Section a
Fields
Field: OrderDate1
Data Source: {spGetOrder;1.Order_Date}
Data Type: DateTime
Format: Date and Time
Order: Date Time
Date Type: Custom
DateTime Format: MMM D, YYYY h:mm am
Field: OrderRefNumber1
Data Source: {spGetOrder;1.Order_RefNumber}
Data Type: String
Field: OrderStatusPayment1
Data Source: {@Order_StatusPayment}
Data Type: String
Field: OrderType1
Data Source: {@Order_Type}
Data Type: String
Text Fields
Text Field: Text2
Text: Reference Number:
Text Field: Text3
Text: Date:
Text Field: Text4
Text: Find it EZ Software Corp.
Text Field: Text5
Text: #201-1405 St. Paul Street
Kelowna, BC V1Y 2E4 Canada
Text Field: Text6
Text: Toll Free Phone #: 1-(844) 634-6348
Toll Free Fax #: 1-(844) 765-8923
Email: {@Email}
Hyperlink: mailto:sales@finditez.com
Text Field: Text15
Text: Status:
Pictures
Picture: Picture2
Size: 128x128
Page Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
Text Fields
Text Field: Text7
Text: Contact Information
Lines
Line: Line1
Ends in Section: PageHeaderSection3
Line Type: Single
Line Thickness: 40
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
Fields
Field: CustomerContactName1
Data Source: {@Customer_ContactName}
Data Type: String
Field: UserCompanyName1
Data Source: {spGetOrder;1.Customer_CompanyName}
Data Type: String
Field: OrderBillingAddressLine11
Data Source: {spGetOrder;1.Billing_Address_Line1}
Data Type: String
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Field: OrderBillingAddressLine21
Data Source: {spGetOrder;1.Billing_Address_Line2}
Data Type: String
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Field: UserLoginID1
Data Source: {spGetOrder;1.PrimeContact_EmailAddress}
Data Type: String
Field: OrderBillingPhoneNumber1
Data Source: {spGetOrder;1.PrimeContact_Phone}
Data Type: String
Field: OrderPurchaseOrderNumber1
Data Source: {spGetOrder;1.Order_PurchaseOrderNumber}
Data Type: String
Field: BillingCityStateZipCode1
Data Source: {@Billing_CityStateZipCode}
Data Type: String
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Text Fields
Text Field: Text8
Text: Company:
Text Field: Text9
Text: Primary Contact:
Text Field: Text25
Text: PO #:
Suppression Formula: ISNULL( {spGetOrder;1.Order_PurchaseOrderNumber} ) = TRUE
Text Field: Text21
Text: Bill To: {spGetOrder;1.Billing_Address_ContactName}
Suppression Formula: ISNULL( {spGetOrder;1.Order_Billing_AddressID_FK} ) = TRUE
Boxes
Box: Box1
Ends in Section: PageHeaderSection1
Size: 440x85
Line Type: Single
Line Thickness: 20
Box: Box2
Ends in Section: PageHeaderSection1
Size: 303x84
Line Type: Single
Line Thickness: 20
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
OR ( {spGetOrder;1.Shipping_SameAs_Billing_Address} = TRUE AND {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE )
OR ( ISNULL( {spGetOrder;1.Order_Shipto_AddressID_FK} ) = TRUE AND {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE )
Fields
Field: CustomerCityStateZipCode2
Data Source: {@Shipping_CityStateZipCode}
Data Type: String
Field: ShippingAddressLine11
Data Source: {spGetOrder;1.Shipping_Address_Line1}
Data Type: String
Field: ShippingAddressLine21
Data Source: {spGetOrder;1.Shipping_Address_Line2}
Data Type: String
Field: AcctsPayableName1
Data Source: {spGetOrder;1.AcctsPayable_Name}
Data Type: String
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Field: AcctsPayableEmailAddress1
Data Source: {spGetOrder;1.AcctsPayable_EmailAddress}
Data Type: String
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Field: AcctsPayablePhone1
Data Source: {spGetOrder;1.AcctsPayable_Phone}
Data Type: String
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Text Fields
Text Field: Text43
Text: Ship To: {spGetOrder;1.Shipping_Address_ContactName}
Text Field: Text12
Text: Accounts Payable Contact:
Suppression Formula: {spGetOrder;1.AcctsPayable_SameAs_PrimeAdmin_Contact} = TRUE
Boxes
Box: Box5
Ends in Section: PageHeaderSection5
Size: 440x85
Line Type: Single
Line Thickness: 20
Box: Box4
Ends in Section: PageHeaderSection5
Size: 303x84
Line Type: Single
Line Thickness: 20
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: ISNULL( {spGetOrder;1.Order_AgentID_FK} ) = TRUE OR PageNumber > 1
Fields
Field: AgentCompanyName1
Data Source: {spGetOrder;1.Agent_CompanyName}
Data Type: String
Field: AgentCompanyWebURL1
Data Source: {spGetOrder;1.Agent_CompanyWebURL}
Data Type: String
Text Fields
Text Field: Text24
Text: Authorized Reseller:
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: PageNumber > 1
Fields
Field: lblTotalHeader1
Data Source: {@lblTotalHeader}
Data Type: String
Text Fields
Text Field: Text14
Text: {@Type} Details
Headings
Heading: Text1
Text: Qty
Heading: Text16
Text: Unit Price
Heading: Text20
Text: Item Description
Lines
Line: Line2
Ends in Section: PageHeaderSection2
Line Type: Single
Line Thickness: 40
Detail
Section: Section a
Fields
Field: ProductDesc1
Data Source: {Command.Product_Desc}
Data Type: String
Field: OrderDetailQuantity1
Data Source: {Command.OrderDetail_Quantity}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: UnitPrice1
Data Source: {Command.UnitPrice}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Field: TotalPrice1
Data Source: {Command.TotalPrice}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text29
Text: *
Suppression Formula: {spGetOrder;1.Order_CurrencyConversionRate} = 1.0
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: ISNULL( {Command.SerialNumber} )
Fields
Field: SerialNumber1
Data Source: {Command.SerialNumber}
Data Type: String
Text Fields
Text Field: Text23
Text: Serial #:
Page Footer
Section: Section a
Fields
Field: NC1
Data Source: {?@NC}
Data Type: String
Text Fields
Text Field: Text26
Text: www.finditez.com
Hyperlink: http://www.finditez.com
Text Field: Text36
Text: Software change made simple.™
Pictures
Picture: Picture3
Size: 179x48
Section: Section b
Fields
Field: OrderSalutation1
Data Source: {@Order_Salutation}
Data Type: String
Report Footer
Section: Section a
Fields
Field: OrderSubTotal1
Data Source: {spGetOrder;1.Order_SubTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text18
Text: Subtotal:
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.VolumeSavings} = 0.00
Fields
Field: OrderVolumeSavingsAmount1
Data Source: {@Order_VolumeSavingsAmount }
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text19
Text: Your total volume savings included on this order:
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.CouponSavings} = 0.00
Fields
Field: OrderCouponDiscountAmount1
Data Source: {@Order_CouponDiscountAmount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CouponDesc1
Data Source: {spGetOrder;1.Coupon_Desc}
Data Type: String
Text Fields
Text Field: Text22
Text: Discount(s) Applied:
Suppression Formula: {spGetOrder;1.CouponSavings} < 0.0
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.Order_ProvincialTax} = 0.00
Fields
Field: ProvStateTaxProvTag1
Data Source: {spGetOrder;1.ProvStateTax_ProvTag}
Data Type: String
Suppression Formula: //{spGetOrder;1.Order_ProvincialTax} = 0.00
Field: OrderProvincialTax1
Data Source: {spGetOrder;1.Order_ProvincialTax}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.Order_FederalTax} = 0.00
Fields
Field: ProvStateTaxFederalTag1
Data Source: {spGetOrder;1.ProvStateTax_FederalTag}
Data Type: String
Suppression Formula: //{spGetOrder;1.Order_FederalTax} = 0.00
Field: OrderFederalTax1
Data Source: {spGetOrder;1.Order_FederalTax}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: True
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text17
Text: Tax #: 81006 5714 RT001
Suppression Formula: //{spGetOrder;1.Billing_Country_Code} <> 'CA'
Section: Section f
Conditional Formulas
Condition: EnableSuppress
Formula: ( {spGetOrder;1.Order_ProvincialTax} = 0.00 AND {spGetOrder;1.Order_FederalTax} = 0.00 )
OR ISNULL( {spGetOrder;1.Order_AgentID_FK} ) = TRUE
Fields
Field: OrderTotal1
Data Source: {spGetOrder;1.Order_Total}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555.
Text Fields
Text Field: Text11
Text: Subtotal with Tax:
Section: Section g
Conditional Formulas
Condition: EnableSuppress
Formula: ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = TRUE
OR ABS( {spGetOrder;1.AgentRetension} ) = 0.0
Fields
Field: OrderAgentCommission1
Data Source: {spGetOrder;1.AgentRetension}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: -$
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text33
Text: Less: Your retained commission @ {spGetOrder;1.AgentCommissionRate}% on ${spGetOrder;1.AgentEligible}:
Section: Section h
Fields
Field: OrderTotalDue1
Data Source: {@Order_TotalDue}
Data Type: String
Field: TotalDue1
Data Source: {@TotalDue}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Inside Negative -$123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -$5,555,555.
Text Fields
Text Field: Text28
Text: *
Suppression Formula: {spGetOrder;1.Order_CurrencyConversionRate} = 1.0
Section: Section i
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.Order_CurrencyConversionRate} = 1.0
Fields
Field: ConversionRate1
Data Source: {@ConversionRate}
Data Type: String
Section: Section j
Fields
Field: OrderNotes1
Data Source: {spGetOrder;1.Order_Notes}
Data Type: String
Section: Section k
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_Code} = 'COMPLETE'
OR {spGetOrder;1.OrderStatus_Code} = 'CANCELLED'
OR {spGetOrder;1.OrderStatus_Code} = 'REFUND'
OR {spGetOrder;1.OrderStatus_Code} = 'VOID'
Text Fields
Text Field: Text35
Text: See ( over / next page) for payment options
Section: Section l
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_Code} = 'COMPLETE'
OR {spGetOrder;1.OrderStatus_Code} = 'CANCELLED'
OR {spGetOrder;1.OrderStatus_Code} = 'REFUND'
OR {spGetOrder;1.OrderStatus_Code} = 'VOID'
Text Fields
Text Field: Text30
Text: Payment Options
Lines
Line: Line3
Ends in Section: ReportFooterSection9
Line Type: Single
Line Thickness: 40
Section: Section m
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress if payment not avaialble based on order status
OR {spGetOrder;1.Order_Currency} <> 'USD' // Suppress for non-USD currency orders
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = FALSE // Suppress for Agent reseller order payment options
Text Fields
Text Field: Text31
Text:
All funds in USD currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days. Quotations are only valid for 15 days. Prices are subject to change without notice.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your email address above and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including AMEX, Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHECK or MONEY ORDER - Payable to “Find it EZ Software Corp.” Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
3) ELECTRONIC FUNDS TRANSFER - EFT only accepted in USD
PAY DIRECT TO:
SWIFT (BIC) CODE: ROYCACAT2
Royal Bank of Canda (RBC), Main Branch, Toronto, Ontario, Canada
If the sending bank is unable to determine RBC's USD correpsondent, the information is as follows:
INTERMEDIARY(CORRESPONDENT) BANK: JP Morgan Chase Bank, New York, NY
Within USA: SWIFT (BIC) CODE: CHASUS33
Outside USA: ABA # 021000021
BENEFICIARY BANK - SWIFT FIELD 57 or FEDWIRE TAG 4100:
Central 1 Credit Union, Vancouver, BC, Canada; SWIFT CODE: CUCXCATTVAN; RBC Account No.: 000104002143
BENEFICIARY CUSTOMER - SWIFT FIELD 59 or FEDWIRE TAG 4200:
Find it EZ Software Corp., address above, Institution (Route) No. 0809 Branch No. 37970 Acct No. 186190057265
PAYMENT DETAILS ( BENEFICIARY ORIGINATOR BANK ) - SWIFT FIELD 70 or FEDWIRE TAG 6000:
Valley First Credit Union, 201-3550 Carrington Road, West Kelowna, BC V4T 2Z1, Canada
Section: Section n
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress if payment not avaialble based on order status
OR {spGetOrder;1.Order_Currency} <> 'CAD' // Suppress for non-Canadian orders
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = FALSE // Suppress for Agent reseller order payment options
Text Fields
Text Field: Text27
Text:
All funds in CAD currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days. Quotations are only valid for 15 days. Prices are subject to change without notice.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your email address above and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHEQUE or MONEY ORDER - Payable to “Find it EZ Software Corp.” Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4
3) INTERAC e-Transfer ( also known as EMT - Email Money Transfers available in CAD funds within Canada only )
Send CAD funds to EMT@finditez.com, and separate email with confidential answer including order ref # {spGetOrder;1.Order_RefNumber} in the subject to billing@finditez.com
4) ELECTRONIC FUNDS TRANSFER - EFT only accepted in CAD funds within Canada
RECEIVER (Pay direct to):
SWIFT (BIC) CODE: CUCXCATTVAN Central 1 Credit Union, Vancouver, BC, Canada
BENEFICIARY BANK - SWIFT FIELD 57:
Valley First Credit Union, Vintage Hills Branch, 201-3550 Carrington Road, West Kelowna, BC V4T 2Z1, Canada
Route No. and Transit No. 080937970
BENEFICIARY CUSTOMER - SWIFT FIELD 59:
Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada Acct No. 1011090057265
Section: Section o
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress based on order status not longer payable
OR {spGetOrder;1.Order_Currency} = 'CAD' // Suppress if Canadian funds payment
OR {spGetOrder;1.Order_Currency} = 'USD' // Suppress if USD funds payment
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = FALSE // Suppress if Agent Reseller order
Text Fields
Text Field: Text34
Text:
All funds in {spGetOrder;1.Order_Currency} currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days. Quotations are only valid for 15 days. Prices are subject to change without notice.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your email address above and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHECK or MONEY ORDER - Payable to “Find it EZ Software Corp.” Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
3) ELECTRONIC FUNDS TRANSFER - EFT only accepted in USD
You must first click on this link to convert your order into US currency if you wish to use this payment method:
https://www.finditez.com/members/orders_view.aspx?OrderID={spGetOrder;1.OrderID}&Convert=1
PAY DIRECT TO:
INTERMEDIARY(CORRESPONDENT) BANK: JP Morgan Chase Bank, New York, NY
Within USA: SWIFT (BIC) CODE: CHASUS33
Outside USA: ABA # 021000021
BENEFICIARY BANK - SWIFT FIELD 57 or FEDWIRE TAG 4100:
Central 1 Credit Union, Vancouver, BC, Canada; SWIFT CODE: CUCXCATTVAN; RBC Account No.: 000104002143
BENEFICIARY CUSTOMER - SWIFT FIELD 59 or FEDWIRE TAG 4200:
Find it EZ Software Corp., address above, Institution (Route) No. 0809 Branch No. 37970 Acct No. 186190057265
PAYMENT DETAILS ( BENEFICIARY ORIGINATOR BANK ) - SWIFT FIELD 70 or FEDWIRE TAG 6000:
Valley First Credit Union, 201-3550 Carrington Road, West Kelowna, BC V4T 2Z1, Canada
Section: Section p
Conditional Formulas
Condition: EnableSuppress
Formula: {spGetOrder;1.OrderStatus_CanResubmit} = FALSE // Suppress if payments no longer accepted based on order status
OR ISNULL( {spGetOrder;1.Order_SellTo_UserID_FK} ) = TRUE // Suppress if not a reseller order
Text Fields
Text Field: Text32
Text:
All funds in {spGetOrder;1.Order_Currency} currency. All unpaid invoice licenses will be automatically revoked if payment is not recieved within 30 days.
1) SECURE ONLINE PAYMENT - Log into https://www.finditez.com/login.aspx using your Agent email address and select the "{@PaymentTab}" tab, then click on the "Pay Now" link to remit payment for order #: {spGetOrder;1.Order_RefNumber}. Secure online payment methods include Visa, Mastercard, Discover and all PayPal account options including Bank card and pre-authorized bank withdrawal. {@PayByPO}
2) CHECK ( Cheque ) or MONEY ORDER - Payable to “Find it EZ Software Corp. Send your payment to:
Attn: Accounts Receivable Dept., Find it EZ Software Corp., 201-1405 St. Paul Street, Kelowna, BC V1Y 2E4 Canada
3) PayPal Direct Payments - Send payments to billing@finditez.com, refererencing order#: {spGetOrder;1.Order_RefNumber}
4) ELECTRONIC FUNDS TRANSFER - EFT only accepted in USD or CAD funds. Contact us for remittance details if you wish to use this payment method partners@finditez.com .
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Group.rpt |
| Matches | 28 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Title: How to group data
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Customer.Customer Name -- Ascending Order
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: PercentOfSum ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Grouping Data
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Customer Name
Text Field: Text3
Text: Region
Text Field: Text4
Text: Percentage of Total Sales
Text Field: Text5
Text: Last Year's Sales
Text Field: Text6
Text: How to group data
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Country})
Data Type: String
Tool Tip Formula: "This data in this report is grouped by the field {Customer.Country}. Use Insert>Group to do this."
Field: Field9
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field13
Data Source: PercentOfSum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: %
Currency Position: Trailing Outside Negative -123%
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555%.
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Tool Tip Formula: "The records within the group GroupName {Customer.Country} are sorted alphabetically. Use Report>Sort Records to do this."
Field: Field7
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field14
Data Source: {Customer.Region}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field8
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text7
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text8
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text9
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Fields
Field: Field10
Data Source: Sum ({Customer.Last Year's Sales})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | Xcelsius 4.5 Charts and Dials |
| Matches | 12 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: Xcelsius 4.5 Charts and Dials
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Prompt: Chart Type
Prompt: Select a chart type:
Default Value (Scheduling/Publishing): Drill Down Pie Chart
Prompt: Dial Style
Prompt: Select a dial style
Default Value (Scheduling/Publishing): 1
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: Chart Type
Data Type: String
Description: Select a chart type:
List Type: Static
List Values: Pie
Bar
Column
Stacked Column
Drill Down Pie Chart
Default Values: Drill Down Pie Chart
Parameter: Dial Style
Data Type: Number
Description: Select a dial style
List Type: Static
List Values: 1
2
3
4
Default Values: 1
Initial Values: 4
Tables
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #1
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Used Columns: {dataroot/Orders_Query.Order_Amount} : Number
{dataroot/Orders_Query.Customer_ID} : Number
{dataroot/Orders_Query.Order_Date} : DateTime
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #2
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {dataroot/Customer_Query.Customer_ID} : Number
{dataroot/Customer_Query.Country} : String[62]
Table Links
Joins: dataroot.dataroot.dataroot/Orders_Query INNER JOIN dataroot.dataroot.dataroot/Customer_Query ON dataroot.dataroot.dataroot/Orders_Query.Customer_ID = dataroot.dataroot.dataroot/Customer_Query.Customer_ID
Record Selection Formulas
Formula: {@Init Variables};
global stringvar array countryArray;
{dataroot/Customer_Query.Country} in countryArray
Record Sorting
Sort By: dataroot/Orders_Query.Order_Date -- Ascending Order Group #1
Formula Fields
Field: Init Variables
Formula: beforereadingrecords;
global numbervar nYears := 3;
global numbervar array yearsArray := [2003, 2004, 2005];
global numbervar nCountries := 6;
global stringvar array countryArray := ["Belgium", "Germany", "France", "England", "Canada", "Mexico"];
global numbervar array sumOfOrderAmountPerCountryArray;
redim sumOfOrderAmountPerCountryArray [nCountries * nYears];
global numbervar array sumOfOrderAmountPerQuarter;
redim sumOfOrderAmountPerQuarter [4 * nYears];
0;
Field: Quarterly Goal
Formula: Sum ({dataroot/Orders_Query.Order_Amount}, {dataroot/Orders_Query.Order_Date}, "annually") / 4
Field: Calculate Totals
Formula: whilereadingrecords;
global numbervar nYears;
global numbervar array yearsArray;
global numbervar array sumOfOrderAmountPerQuarter;
global numbervar nCountries;
global stringvar array countryArray;
global numbervar array sumOfOrderAmountPerCountryArray;
local numbervar i;
local numbervar j;
local numbervar quarterArrayIndex;
local numbervar countryArrayIndex;
for i := 1 to nCountries step 1 do
(
if ({dataroot/Customer_Query.Country} = countryArray[i]) then
(
for j := 1 to nYears step 1 do
(
countryArrayIndex := countryArrayIndex + 1;
if (Year({dataroot/Orders_Query.Order_Date}) = yearsArray[j]) then
(
if (Month ({dataroot/Orders_Query.Order_Date}) <= 3) then
(
quarterArrayIndex := quarterArrayIndex + 1;
)
else if (Month ({dataroot/Orders_Query.Order_Date}) <= 6) then
(
quarterArrayIndex := quarterArrayIndex + 2;
)
else if (Month ({dataroot/Orders_Query.Order_Date}) <= 9) then
(
quarterArrayIndex := quarterArrayIndex + 3;
)
else
(
quarterArrayIndex := quarterArrayIndex + 4;
);
sumOfOrderAmountPerQuarter[quarterArrayIndex] := sumOfOrderAmountPerQuarter[quarterArrayIndex] + {dataroot/Orders_Query.Order_Amount};
sumOfOrderAmountPerCountryArray[countryArrayIndex] := sumOfOrderAmountPerCountryArray[countryArrayIndex] + {dataroot/Orders_Query.Order_Amount};
exit for;
);
quarterArrayIndex := quarterArrayIndex + 4;
);
exit for;
);
countryArrayIndex := countryArrayIndex + nYears;
);
Field: Display Q1 Total
Formula: whileprintingrecords;
global numbervar nYears;
global numbervar array yearsArray;
global numbervar array sumOfOrderAmountPerQuarter;
local numbervar i;
local numbervar index;
local stringvar result := "0";
for i := 1 to nYears step 1 do
(
if (year({dataroot/Orders_Query.Order_Date}) = yearsArray[i]) then
(
result := totext(sumOfOrderAmountPerQuarter[index + 1], 2, "", ".");
exit for;
);
index := index + 4;
);
result;
Field: Display Q2 Total
Formula: whileprintingrecords;
global numbervar nYears;
global numbervar array yearsArray;
global numbervar array sumOfOrderAmountPerQuarter;
local numbervar i;
local numbervar index;
local stringvar result := "0";
for i := 1 to nYears step 1 do
(
if (year({dataroot/Orders_Query.Order_Date}) = yearsArray[i]) then
(
result := totext(sumOfOrderAmountPerQuarter[index + 2], 2, "", ".");
exit for;
);
index := index + 4;
);
result;
Field: Display Q3 Total
Formula: whileprintingrecords;
global numbervar nYears;
global numbervar array yearsArray;
global numbervar array sumOfOrderAmountPerQuarter;
local numbervar i;
local numbervar index;
local stringvar result := "0";
for i := 1 to nYears step 1 do
(
if (year({dataroot/Orders_Query.Order_Date}) = yearsArray[i]) then
(
result := totext(sumOfOrderAmountPerQuarter[index + 3], 2, "", ".");
exit for;
);
index := index + 4;
);
result;
Field: Display Q4 Total
Formula: whileprintingrecords;
global numbervar nYears;
global numbervar array yearsArray;
global numbervar array sumOfOrderAmountPerQuarter;
local numbervar i;
local numbervar index;
local stringvar result := "0";
for i := 1 to nYears step 1 do
(
if (year({dataroot/Orders_Query.Order_Date}) = yearsArray[i]) then
(
result := totext(sumOfOrderAmountPerQuarter[index + 4], 2, "", ".");
exit for;
);
index := index + 4;
);
result;
Field: Q1 Dial Title
Formula: "Q1"
Field: Q2 Dial Title
Formula: "Q2"
Field: Q3 Dial Title
Formula: "Q3"
Field: Q4 Dial Title
Formula: "Q4"
Field: XML Data Order Amount Per Country (Rows)
Formula: whileprintingrecords;
global numbervar nCountries;
global numbervar nYears;
global numbervar array sumOfOrderAmountPerCountryArray;
local stringvar xml;
local numbervar i;
local numbervar j;
local numbervar index;
local numbervar totalOrderAmountPerCountry;
for i := 1 to nCountries step 1 do
(
totalOrderAmountPerCountry := 0;
for j := 1 to nYears step 1 do
(
index := index + 1;
totalOrderAmountPerCountry := totalOrderAmountPerCountry + sumOfOrderAmountPerCountryArray[index];
);
xml := xml + toxmlrow(toxmlcolumn(totalOrderAmountPerCountry));
);
toxmldata(xml);
Field: XML Country Names (Rows)
Formula: whileprintingrecords;
global numbervar nCountries;
global stringvar array countryArray;
local stringvar xml;
local numbervar index;
for index := 1 to nCountries step 1 do
(
xml := xml + toxmlrow(toxmlcolumn(countryArray[index]));
);
toxmldata(xml);
Field: XML Data Order Amount Per Country (Rows) Per Year (Columns)
Formula: whileprintingrecords;
global numbervar nCountries;
global numbervar nYears;
global numbervar array sumOfOrderAmountPerCountryArray;
local numbervar i;
local numbervar j;
local numbervar index;
local stringvar xml;
local stringvar xmlRow;
for i := 1 to nCountries step 1 do
(
xmlRow := "";
for j := 1 to nYears step 1 do
(
index := index + 1;
xmlRow := xmlRow + toxmlcolumn(sumOfOrderAmountPerCountryArray[index]);
);
xml := xml + toxmlrow(xmlRow);
);
toxmldata(xml);
Field: XML Years (Columns)
Formula: whileprintingrecords;
global numbervar nYears;
global numbervar array yearsArray;
local stringvar xml;
local numbervar index;
for index := 1 to nYears step 1 do
(
xml := xml + toxmlcolumn(yearsArray[index]);
);
toxmldata(toxmlrow(xml));
Report Header
Section: Section a
Text Fields
Text Field: Text1
Text: Xcelsius 4.5 Charts and Dials
Pictures
Picture: RO_Header_Fade1
Size: 767x82
Lines
Line: Line1
Ends in Section: ReportHeaderSection2
Line Type: Single
Line Thickness: 30
Section: Section b
Text Fields
Text Field: Text3
Text: Total Order Amount for each Country:
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: {?Chart Type} <> "Column"
Fields
Field:
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: {?Chart Type} <> "Bar"
Fields
Field:
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: {?Chart Type} <> "Pie"
Fields
Field:
Section: Section f
Conditional Formulas
Condition: EnableSuppress
Formula: {?Chart Type} <> "Stacked Column"
Fields
Field:
Section: Section g
Conditional Formulas
Condition: EnableSuppress
Formula: {?Chart Type} <> "Drill Down Pie Chart"
Fields
Field:
Section: Section h
Conditional Formulas
Condition: EnableSuppress
Formula: {?Chart Type} in ["Drill Down Pie Chart", "Stacked Column"]
Cross-Tabs
Cross-Tab: CrossTab2
Section: Section i
Conditional Formulas
Condition: EnableSuppress
Formula: not ({?Chart Type} in ["Drill Down Pie Chart", "Stacked Column"])
Cross-Tabs
Cross-Tab: CrossTab3
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Total Order Amount for each Quater:
Lines
Line: Line3
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {dataroot/Orders_Query.Order_Date}
Name Formula: totext(year({dataroot/Orders_Query.Order_Date}), 0, "")
Group Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: {?Dial Style} <> 1
Fields
Field: GroupNameOrderDatequarterly1
Data Source: GroupName ({dataroot/Orders_Query.Order_Date}, "annually")
Data Type: String
Field:
Field:
Field:
Field:
Section: Section b
Conditional Formulas
Condition: EnableSuppress
Formula: {?Dial Style} <> 2
Fields
Field:
Field:
Field: GroupNameOrderDateannually1
Data Source: GroupName ({dataroot/Orders_Query.Order_Date}, "annually")
Data Type: String
Field:
Field:
Section: Section c
Conditional Formulas
Condition: EnableSuppress
Formula: {?Dial Style} <> 3
Fields
Field: GroupNameOrderDateannually2
Data Source: GroupName ({dataroot/Orders_Query.Order_Date}, "annually")
Data Type: String
Field:
Field:
Field:
Field:
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: {?Dial Style} <> 4
Fields
Field:
Field:
Field:
Field:
Field: GroupNameOrderDateannually3
Data Source: GroupName ({dataroot/Orders_Query.Order_Date}, "annually")
Data Type: String
Detail
Section: Section a
Fields
Field: CalculateTotals1
Data Source: {@Calculate Totals}
Data Type: Boolean
Page Footer
Section: Section a
Text Fields
Text Field: Text4
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 767x82
Picture: Picture23
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection2
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Cross-Tabs
Cross-Tab: CrossTab1
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\General Business\ |
| Document | Mailing Label.rpt |
| Matches | 23 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Comments: Mail labels with To: Department/Customer Name and Address, and From: Your Company Name and Address and company logo.
Title: Mail Labels
Printer: Unknown/Not Set
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Address1} : String[122]
{Customer.Address2} : String[42]
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Formula Fields
Field: To city/state
Formula: if IsNull({Customer.Region}) then {Customer.City}
else
if IsNull({Customer.City}) then {Customer.Region}
else
{Customer.City} + ", " + {Customer.Region}
Field: To Address
Formula: if IsNull ({Customer.Address2}) then {Customer.Address1}
else
{Customer.Address2} + ", " + {Customer.Address1}
Detail
Section: Section a
Fields
Field: Field1
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field2
Data Source: {@To Address}
Data Type: String
Field: Field3
Data Source: {@To city/state}
Data Type: String
Field: Field4
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field5
Data Source: {Customer.Country}
Data Type: String
Text Fields
Text Field: Text1
Text: To:
Text Field: Text2
Text: Attn: Shipping/Receiving
Tool Tip Formula: "Crystal Reports features better control over the positioning of report objects"
Text Field: Text3
Text: Xtreme Mountain Bikes, Inc.
Tool Tip Formula: "Seagate Crystal Reports 8 features better control over the positioning of report objects"
Text Field: Text4
Text: 2001 Meridian Way
Text Field: Text5
Text: Vancouver, BC
Text Field: Text6
Text: Canada, V6G 3G6
Pictures
Picture: Picture1
Size: 120x52
Hyperlink: http://www.businessobjects.com
Tool Tip Formula:
Boxes
Box: Box1
Ends in Section: Section3
Size: 384x190
Line Type: Single
Line Thickness: 10
Box: Box2
Ends in Section: Section3
Size: 71x187
Line Type: Single
Line Thickness: 0
Lines
Line: Line1
Ends in Section: Section3
Line Type: Single
Line Thickness: 50
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Running Totals Group.rpt |
| Matches | 19 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Title: How to maintain running totals for a group
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Shipped} : Boolean
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Record Sorting
Sort By: Customer.Customer Name -- Ascending Order Group #1
Orders.Shipped -- Ascending Order
Running Totals
Running Total: GroupRunningTotal
Field: GroupRunningTotal
Type: GroupRunningTotal
Evaluate: GroupRunningTotal
Evaluate Condition: GroupRunningTotal
Reset: GroupRunningTotal
Reset Condition: GroupRunningTotal
Running Total: Conditional_GroupRunningTotal
Field: Conditional_GroupRunningTotal
Type: Conditional_GroupRunningTotal
Evaluate: Conditional_GroupRunningTotal
Evaluate Condition: Conditional_GroupRunningTotal
Reset: Conditional_GroupRunningTotal
Reset Condition: Conditional_GroupRunningTotal
Running Total: GrandRunningTotal
Field: GrandRunningTotal
Type: GrandRunningTotal
Evaluate: GrandRunningTotal
Evaluate Condition: GrandRunningTotal
Reset: GrandRunningTotal
Reset Condition: GrandRunningTotal
Running Total: GrandConditional_RunningTotal
Field: GrandConditional_RunningTotal
Type: GrandConditional_RunningTotal
Evaluate: GrandConditional_RunningTotal
Evaluate Condition: GrandConditional_RunningTotal
Reset: GrandConditional_RunningTotal
Reset Condition: GrandConditional_RunningTotal
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Running Totals for a Group
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Customer Name
Text Field: Text4
Text: Order Amount
Text Field: Text5
Text: RunningTotal
Text Field: Text6
Text: How to maintain running totals for a group
Text Field: Text10
Text: RunningTotal
(Only Shipped Values)
Headings
Heading: Text3
Text: Shipped
Group Selection Formula
Formula: minimum({Orders.Shipped},{Customer.Customer Name}) = False
Groups
Group: Group #1
Grouped By: {Customer.Customer Name}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field8
Data Source: {#GroupRunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field11
Data Source: {#Conditional_GroupRunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Detail
Section: Section a
Fields
Field: Field6
Data Source: {Orders.Order Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field7
Data Source: {#GroupRunningTotal}
Data Type: Number
Tool Tip Formula: "Running Total is the cumulative sum of {Orders.Order Amount}. Use Insert>Running Total Field to do this."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field4
Data Source: {Orders.Shipped}
Data Type: Boolean
Field: Field5
Data Source: {#Conditional_GroupRunningTotal}
Data Type: Number
Tool Tip Formula: "Running Total is the cumulative sum of {Orders.Order Amount} based on Order being shipped. Use Insert>Running Total Field (EVALUATE = 'Use a Formula') to do this."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Page Footer
Section: Section a
Fields
Field: Field9
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text7
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text8
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text9
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Fields
Field: Field12
Data Source: {#GrandRunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field13
Data Source: {#GrandConditional_RunningTotal}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text11
Text: Grand Total
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Prompting.rpt |
| Matches | 37 |
Crystal Report | |
Report Information
Version: 11.0
Title: How To Use Dynamic Cascading Prompting
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: City
Data Type: String
Description: Enter City:
List Type: Dynamic
Dynamic Field: GeographyPrompt.City
Default Values: ...All
Parameter: Country
Data Type: String
Description: Enter Country:
List Type: Dynamic
Dynamic Field: GeographyPrompt.Country
Default Values: USA
Parameter: Region
Data Type: String
Description: Enter Region:
List Type: Dynamic
Dynamic Field: GeographyPrompt.Region
Default Values: CA
Parameter: Employee
Data Type: Number
Description: Enter Employee ID:
List Type: Dynamic
Dynamic Field: Employee.Employee ID
Default Values: 3
4
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: Employee
Connection: Connection #1
Used Columns: {Employee.Employee ID} : Number
{Employee.Last Name} : String[42]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Order Amount} : Number
{Orders.Customer ID} : Number
{Orders.Employee ID} : Number
{Orders.Order Date} : DateTime
Table: Orders Detail
Connection: Connection #1
Report Alias: Orders_Detail
Used Columns: {Orders_Detail.Product ID} : Number
{Orders_Detail.Unit Price} : Number
{Orders_Detail.Quantity} : Number
Table: Product
Connection: Connection #1
Used Columns: {Product.Product ID} : Number
{Product.Product Name} : String[102]
Table: Command
Connection: Connection #1
Report Alias: GeographyPrompt
SQL Command: SELECT Country, Region, City
FROM Customer
UNION
SELECT Country, Region, '...All'
FROM Customer
UNION
SELECT Country, '...All', '...All'
FROM Customer
UNION
SELECT '...All', '...All', '...All'
FROM Customer
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Customer INNER JOIN Command GeographyPrompt ON Customer.City,Region,Country = GeographyPrompt.City,Region,Country
Orders INNER JOIN Employee ON Orders.[Employee ID] = Employee.[Employee ID]
Orders INNER JOIN [Orders Detail] Orders_Detail ON Orders.[Order ID] = Orders_Detail.[Order ID]
[Orders Detail] Orders_Detail INNER JOIN Product ON Orders_Detail.[Product ID] = Product.[Product ID]
Record Selection Formulas
Formula: if {?Country} = '...All' then
{Orders.Employee ID}={?Employee}
else if {?Region} = '...All' then
{Orders.Employee ID}={?Employee} and
{Customer.Country} = {?Country}
else if {?City} = '...All' then
{Orders.Employee ID}={?Employee} and
{Customer.Country} = {?Country} and
{Customer.Region} = {?Region}
else
{Orders.Employee ID}={?Employee} and
{Customer.Country} = {?Country} and
{Customer.Region} = {?Region} and
{Customer.City} = {?City}
Record Sorting
Sort By: Customer.Customer Name -- Ascending Order Group #1
Orders.Order ID -- Ascending Order Group #2
Report Header
Section: Section a
Text Fields
Text Field: Text1
Text: Prompting
Text Field: Text16
Text: This report demonstrates the use of Command Objects and Report Fields to populate dynamic picklists. The Country, Region, and City parameter picklists are populated by the GeographyPrompt command object. The Employee parameter picklist is populated by values from the Employee table. The record selection formula is used to disable certain query conditions, depending on the values selected.
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: ReportHeaderSection1
Line Type: Single
Line Thickness: 30
Groups
Group: Group #1
Grouped By: {Customer.Customer Name}
Group Header
Section: Section a
Fields
Field: GroupNameCustomerName1
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Field: LastYearsSales1
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text2
Text: {Customer.City}, {Customer.Region} {Customer.Country}
Headings
Heading: Text10
Text: Last Years Sales
Group: Group #2
Grouped By: {Orders.Order ID}
Group Header
Section: Section a
Fields
Field: OrderAmount1
Data Source: {Orders.Order Amount}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: OrderID1
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Field: OrderDate1
Data Source: {Orders.Order Date}
Data Type: DateTime
Format: Date and Time
Order: Date Only
Date Type: Custom
DateTime Format: D-MMM-YY
Field: LastName1
Data Source: {Employee.Last Name}
Data Type: String
Headings
Heading: Text7
Text: Product ID
Heading: Text8
Text: Unit Price
Heading: Text9
Text: Quantity
Heading: Text6
Text: Order Date:
Heading: Text4
Text: Order ID:
Heading: Text5
Text: Order Amount:
Heading: Text11
Text: Product Name
Heading: Text15
Text: Sales Person:
Boxes
Box: Box1
Ends in Section: GroupFooterSection2
Size: 767x105
Line Type: Single
Line Thickness: 20
Detail
Section: Section a
Fields
Field: ProductID1
Data Source: {Orders_Detail.Product ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5555555
Field: UnitPrice1
Data Source: {Orders_Detail.Unit Price}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Quantity1
Data Source: {Orders_Detail.Quantity}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Field: ProductName1
Data Source: {Product.Product Name}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field10
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text13
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text12
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text14
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
|
| Location | BusinessObjects BI platform 4.2 |
| Type | Crystal Report |
| Host | repository7 |
| Filepath or Database | /All Folders/Report Samples/Feature Samples/ |
| Document | XML Exporting |
| Matches | 48 |
Crystal Report | |
Report Information
Version: 14.0
Author: © 2010 SAP® BusinessObjects™. All rights reserved.
Printer: No Printer
BI Information
Title: XML Exporting
Database Configurations
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Table Prefix: dataroot.dataroot.
Configuration: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Use Database Logon: Original
Type: crdb_xml
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Table Prefix: dataroot.dataroot.
Server Prompts
Prompt: City - City
Prompt: Enter City:
Prompt Group: Country > Region > City - Prompt Group_1
Default Value (Scheduling/Publishing): [Empty]
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/customer.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #2
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders.xml
QE_SQLDB: False
SSO Enabled: False
Source: Connection #3
Database DLL: crdb_xml.dll
Database Type: XML and Web Services
Server: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Properties: QE_LogonProperties
Convert Mulitivalue to Table: False
Http(s) Schema URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xsd
Http(s) XML URL: http://resources.businessobjects.com/support/downloads/samples/cr/customer_db/orders detail.xml
QE_SQLDB: False
SSO Enabled: False
Report Parameters
Parameter: City - City
Data Type: String
Description: Enter City:
List Type: Dynamic
Dynamic Field: City
Dynamic DataSource: Country > Region > City - Prompt Group_1
Tables
Table: dataroot.dataroot.dataroot/Customer_Query
Connection: Connection #1
Report Alias: Customer
Call Statement: CALL dataroot.dataroot.dataroot/Customer_Query
Used Columns: {Customer.Customer_Name} : String[82]
{Customer.Last_Years_Sales} : Number
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Table: dataroot.dataroot.dataroot/Orders_Query
Connection: Connection #2
Report Alias: Orders
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Query
Table: dataroot.dataroot.dataroot/Orders_Detail
Connection: Connection #3
Report Alias: Orders_Detail
Call Statement: CALL dataroot.dataroot.dataroot/Orders_Detail
Table Links
Joins: dataroot.dataroot.dataroot/Customer_Query Customer INNER JOIN dataroot.dataroot.dataroot/Orders_Query Orders ON Customer.Customer_ID = Orders.Customer_ID
dataroot.dataroot.dataroot/Orders_Query Orders INNER JOIN dataroot.dataroot.dataroot/Orders_Detail Orders_Detail ON Orders.Order_ID = Orders_Detail.Order_ID
Record Sorting
Sort By: Sum of (Customer.Last_Years_Sales, Customer.Country) -- Descending Order
Sum of (Customer.Last_Years_Sales, Customer.Region) -- Descending Order
Sum of (Customer.Last_Years_Sales, Customer.City) -- Descending Order
Summary Fields
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.Region})
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales}, {Customer.City})
Field: Last_Years_Sales
Formula: Sum ({Customer.Last_Years_Sales})
Page Header
Section: Section a
Text Fields
Text Field: Text3
Text: XML Exporting
Text Field: Text4
Text: --> Export this report to XML to see a transform (XSLT) applied to the exported data
--> Choose "Three-level HTML" when prompted
Pictures
Picture: RO_Header_Fade1
Size: 766x82
Lines
Line: Line1
Ends in Section: PageHeaderSection1
Line Type: Single
Line Thickness: 30
Section: Section b
Headings
Heading: Text2
Text: Customer_Name
Heading: Text1
Text: Last_Years_Sales
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: GroupNameCountry1
Data Source: GroupName ({Customer.Country})
Data Type: String
Field: SumofLastYearsSales2
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group Footer
Section: Section a
Fields
Field: GroupNameCountry3
Data Source: GroupName ({Customer.Country})
Data Type: String
Group: Group #2
Grouped By: {Customer.Region}
Group Header
Section: Section a
Fields
Field: GroupNameRegion1
Data Source: GroupName ({Customer.Region})
Data Type: String
Field: SumofLastYearsSales3
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group Footer
Section: Section a
Fields
Field: GroupNameRegion3
Data Source: GroupName ({Customer.Region})
Data Type: String
Group: Group #3
Grouped By: {Customer.City}
Group Header
Section: Section a
Fields
Field: GroupNameCity1
Data Source: GroupName ({Customer.City})
Data Type: String
Field: SumofLastYearsSales4
Data Source: Sum ({Customer.Last_Years_Sales}, {Customer.City})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Group Footer
Section: Section a
Fields
Field: GroupNameCity3
Data Source: GroupName ({Customer.City})
Data Type: String
Detail
Section: Section a
Fields
Field: LastYearsSales1
Data Source: {Customer.Last_Years_Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: CustomerName1
Data Source: {Customer.Customer_Name}
Data Type: String
Page Footer
Section: Section a
Text Fields
Text Field: Text5
Text: © 2010 SAP® BusinessObjects™. All rights reserved.
Pictures
Picture: RO_Footer_Fade1
Size: 768x82
Picture: Picture3
Size: 65x32
Hyperlink: http://www.sap.com/solutions/sapbusinessobjects/index.epx
Lines
Line: Line2
Ends in Section: PageFooterSection1
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Fields
Field: SumofLastYearsSales1
Data Source: Sum ({Customer.Last_Years_Sales})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\General Business\ |
| Document | Sales With Geographic Map.rpt |
| Matches | 36 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Comments: World Sales brousername down by country and displayed in a map. Drill down on Country of interest to view Country's Regional Sales with a map. Drill down on Region of interest to view Region's Company Sales.
Title: Geographic Sales Report
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
Record Selection Formulas
Formula: {Customer.Country} in ["Australia", "Austria", "Bangladesh", "Brazil", "Canada", "China", "Costa Rica", "Czech Republic", "Egypt", "France", "Germany", "Hungary", "India", "Italy", "usernameya", "Luxembourg", "Malaysia", "Mexico", "Mongolia", "Nepal", "Nicaragua", "Pakistan", "Panama", "Peru", "Poland", "Portugal", "Russia", "Saint Lucia", "Singapore", "Spain", "Taiwan", "Thailand", "Turkey", "Ukraine", "United Arab Emirates", "USA", "Vietnam"]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Customer.Region -- Ascending Order Group #2
Customer.City -- Ascending Order Group #3
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.City})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Region})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Geographic Sales Report
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Section: Section b
Fields
Field:
Text Fields
Text Field: Text2
Text: Sales by Country
Text Field: Text3
Text: World Sales Grand Total: Sum ({Customer.Last Year's Sales})
Page Header
Section: Section a
Conditional Formulas
Condition: EnableSuppress
Formula: pagenumber=1
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section b
Fields
Field: Field3
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text4
Text: GroupName ({Customer.Country}) Sales
Section: Section c
Fields
Field:
Section: Section d
Text Fields
Text Field: Text5
Text: Region
Text Field: Text6
Text: 1997 Sales
Text Field: Text7
Text: Company Name
Text Field: Text8
Text: City
Group: Group #2
Grouped By: {Customer.Region}
Group Header
Section: Section a
Fields
Field: Field4
Data Source: GroupName ({Customer.Region})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field10
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Region})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text10
Text: Total Sales for GroupName ({Customer.Region}):
Group: Group #3
Grouped By: {Customer.City}
Group Header
Section: Section a
Fields
Field: Field5
Data Source: GroupName ({Customer.City})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.City})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text9
Text: Total Sales for GroupName ({Customer.City}):
Detail
Section: Section a
Fields
Field: Field6
Data Source: {Customer.City}
Data Type: String
Field: Field7
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field8
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Page Footer
Section: Section a
Fields
Field: Field11
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text11
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text12
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Text Field: Text13
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section14
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Chart.rpt |
| Matches | 27 |
Crystal Report | |
Report Information
Version: 10.2
Author: © 2003 Crystal Decisions Inc.
Title: Charting
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Selection Formulas
Formula: {Customer.Country} in ["Thailand", "Singapore", "Philippines", "Pakistan", "New Zealand", "Nepal", "Mongolia", "Malaysia", "Japan", "Indonesia", "India", "China", "Bangladesh", "Australia"]
Record Sorting
Sort By: Customer.Country -- Ascending Order Group #1
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Charting
Text Field: Text2
Text: Drilldown on chart for details
Tool Tip Formula: "Vertical text is now available"
Text Field: Text3
Text: Add new charting features to your report
Tool Tip Formula: "Powerful new charting features allow for more control over charts and legends"
Pictures
Picture: Picture4
Size: 286x107
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Charts
Chart: Graph1
Chart Type: Bar
Show value(s): Sum of (Customer.Last Year's Sales, Customer.Country)
Evaluate On: Customer.Country
Page Header
Section: Section a
Text Fields
Text Field: Text4
Text: Customer Name
Text Field: Text5
Text: Region
Text Field: Text6
Text: Country
Text Field: Text7
Text: Postal Code
Text Field: Text8
Text: Last Year's Sales
Groups
Group: Group #1
Grouped By: {Customer.Country}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Country})
Data Type: String
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Country})
Data Type: Number
Tool Tip Formula: "Rounded boxes now available"
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text9
Text: Subtotal
Boxes
Box: Box1
Ends in Section: Section5
Size: 104x26
Line Type: Single
Line Thickness: 20
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Tool Tip Formula: "10.5pt font selection now available"
Field: Field5
Data Source: {Customer.Region}
Data Type: String
Tool Tip Formula: "10.5pt font selection now available"
Field: Field6
Data Source: {Customer.Postal Code}
Data Type: String
Tool Tip Formula: "10.5pt font selection is now available"
Field: Field7
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Tool Tip Formula: "Add Conditional formatting to your fields. In this case, if amount is less than $1,000 then font appears in red."
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field8
Data Source: {Customer.Country}
Data Type: String
Tool Tip Formula: "10.5pt font selection now available"
Page Footer
Section: Section a
Fields
Field: Field11
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text11
Text: Crystal Decisions Support Site
Hyperlink: http://support.crystaldecisions.net
Tool Tip Formula: "Visit the support site for samples, web forums, tutorials, technical briefs and more!"
Text Field: Text12
Text: Feedback on Samples by E-mail
Hyperlink: mailto:feedbackSCR@crystaldecisions.net
Text Field: Text13
Text: © Copyright 2003 Crystal Decisions Inc. All Rights Reserved.
Pictures
Picture: Picture2
Size: 200x50
Hyperlink: http://www.crystaldecisions.com/
Tool Tip Formula: "http://www.crystaldecisions.com/"
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
Report Footer
Section: Section a
Fields
Field: Field10
Data Source: Sum ({Customer.Last Year's Sales})
Data Type: Number
Tool Tip Formula: "Rounded boxes now available"
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text10
Text: Grand Total
Boxes
Box: Box2
Ends in Section: Section6
Size: 104x26
Line Type: Single
Line Thickness: 20
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Feature Examples\ |
| Document | Group By Intervals.rpt |
| Matches | 23 |
Crystal Report | |
Report Information
Version: 11.0
Author: Copyright © 2004 Business Objects
Title: How to group data in intervals
Printer: Unknown/Not Set
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Last Year's Sales} : Number
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Sorting
Sort By: Customer.Last Year's Sales -- Original Order Group #1
Customer.Customer Name -- Ascending Order
Summary Fields
Field: Last Year's Sales
Formula: Sum ({Customer.Last Year's Sales}, {Customer.Last Year's Sales})
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Group Data in Intervals
Pictures
Picture: RO_Xtreme_Logo
Size: 279x111
Hyperlink: http://www.businessobjects.com
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Customer Name
Text Field: Text3
Text: Region
Text Field: Text4
Text: Country
Text Field: Text5
Text: Last Year's Sales
Text Field: Text6
Text: How to group data in intervals
Text Field: Text7
Text: Postal Code
Groups
Group: Group #1
Grouped By: {Customer.Last Year's Sales}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Last Year's Sales})
Data Type: String
Tool Tip Formula: "Group data in intervals by selecting Report>Change Group Expert once your group section has been created"
Group Footer
Section: Section a
Fields
Field: Field9
Data Source: Sum ({Customer.Last Year's Sales}, {Customer.Last Year's Sales})
Data Type: Number
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Text Fields
Text Field: Text8
Text: Total:
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Customer.Customer Name}
Data Type: String
Field: Field5
Data Source: {Customer.Postal Code}
Data Type: String
Field: Field6
Data Source: {Customer.Country}
Data Type: String
Field: Field7
Data Source: {Customer.Last Year's Sales}
Data Type: Number
Tool Tip Formula: "Group data in intervals by selecting Report>Change Group Expert once your group section has been created"
Format: Number
Currency Type: Floating
Currency Symbol: $
Currency Position: Leading Outside Negative $-123
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: $-5,555,555.
Field: Field8
Data Source: {Customer.Region}
Data Type: String
Page Footer
Section: Section a
Fields
Field: Field10
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Text9
Text: Business Objects Technical Support Site
Hyperlink: http://support.businessobjects.com
Text Field: Text10
Text: Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text Field: Text11
Text: Feedback on Samples by E-mail
Hyperlink: mailto:crfeedback@businessobjects.com
Pictures
Picture: Picture2
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line2
Ends in Section: Section7
Line Type: Single
Line Thickness: 30
|
| Location | Local or Network Folders |
| Type | Crystal Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Formulas.rpt |
| Matches | 18 |
Crystal Report | |
Report Information
Version: 11.0
Author: © 2005 Business Objects
Title: Add new formula features into your report
Printer: No Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer ID} : Number
{Customer.Customer Name} : String[82]
{Customer.Country} : String[62]
Table: Orders
Connection: Connection #1
Used Columns: {Orders.Order ID} : Number
{Orders.Customer ID} : Number
{Orders.Order Date} : Date
{Orders.Ship Date} : Date
Table Links
Joins: Customer INNER JOIN Orders ON Customer.[Customer ID] = Orders.[Customer ID]
Record Selection Formulas
Formula: {Customer.Country} = "Canada"
Record Sorting
Sort By: Customer.Customer Name -- Ascending Order Group #1
Orders.Order Date -- Ascending Order
Formula Fields
Field: For Loop Formula (Crystal Syntax)
Formula: //This formula determines how many days it takes to ship an order (including
//the original order date). The value (delimit variable) is used to determine how many
//times to pass through a for next loop control structure. Each time it goes
//through the loop, the character "6" is added. When this character is used
//with the appropriate font, an hourglass symbol will display.
WhilePrintingRecords;
NumberVar i;
NumberVar delimit := 0;
StringVar HistoGram := "";
if {Orders.Ship Date} - {Orders.Order Date} >= 254 then
delimit := 0
else
delimit := {Orders.Ship Date} - {Orders.Order Date};
for i := 0 to delimit do
HistoGram := HistoGram + "6";
HistoGram
Field: Case Statement (Basic Syntax)
Formula: 'This formula determines the length of the variable HistoGram.
'The HistoGram value was calculated from the @For Loop Formula.
'The length of Histogram is then passed through Case statements
'until one of them evaluates to true, thereby giving the desired
'string result.
EvaluateAfter({@For Loop Formula (Crystal Syntax)})
Global HistoGram As String
Select Case Len(HistoGram)
Case 0 to 5
formula = "Satisfactory"
Case 6 to 10
formula = "Over 5 business days. Flag this."
Case Else
formula = "Over 10 business days. Contact courier."
End Select
Field: Days For Charting
Formula: //This formula calculates the number of days it takes to ship
//an order from the original order date (includes the order date).
{Orders.Ship Date} - {Orders.Order Date} + 1
Field: Order ID For Charting
Formula: //This formula turns the order id field into a string and formats
//it so that no commas or decimal values display when it is used
//in the chart.
totext({Orders.Order ID},0,'')
Unused Formula Fields
Field: Reset HistoGram
Formula: //This formula reset the HistoGram variable back to nothing,
//so that it can hold a new value when it is used for the
//next record.
EvaluateAfter({@For Loop Formula (Crystal Syntax)});
StringVar HistoGram := ""
Report Header
Section: Section a
Fields
Field: Field1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: Custom
Date Format: MM/DD/YYYY hh:mm:ss AM
Field: Field2
Data Source: PrintTime
Data Type: Time
Format: Date and Time
Order: Date Time
Date Type: System Default
Time Format: MM/DD/YY h:mm:ss AM
Text Fields
Text Field: Text1
Text: Formulas
Pictures
Picture: Picture1
Size: 279x111
Lines
Line: Line1
Ends in Section: Section1
Line Type: Single
Line Thickness: 30
Page Header
Section: Section a
Text Fields
Text Field: Text2
Text: Order ID
Text Field: Text3
Text: Order Date
Text Field: Text4
Text: Ship Date
Text Field: Text5
Text: Histogram (Days)
Text Field: Text6
Text: Shipment Status Message
Text Field: Text7
Text: Add new formula features to your report
Tool Tip Formula:
Text Field: Text8
Text: Report on Shipping Status
Text Field: Text14
Text Field: Text15
Text Field: Text17
Text: > 5 days
Text Field: Text16
Text: > 10 days
Groups
Group: Group #1
Grouped By: {Customer.Customer Name}
Group Header
Section: Section a
Fields
Field: Field3
Data Source: GroupName ({Customer.Customer Name})
Data Type: String
Text Fields
Text Field: Text9
Text: @For Loop Formula
Tool Tip Formula: "Each hourglass = 1 business day."
Text Field: Text10
Text: @Case Statement (Basic Syntax)
Tool Tip Formula: "Message in this column corresponds to number of days shipment took to arrive."
Group Footer
Section: Section a
Lines
Line: Line5
Ends in Section: GroupFooterSection1
Line Type: Single
Line Thickness: 20
Charts
Chart: Graph2
Chart Type: Line
Show value(s): Sum of (@Days For Charting, @Order ID For Charting)
Evaluate On: @Order ID For Charting
Detail
Section: Section a
Fields
Field: Field4
Data Source: {Orders.Order ID}
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: (5555555)
Field: Field5
Data Source: {Orders.Order Date}
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field6
Data Source: {Orders.Ship Date}
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: System Default
Date Format: YYYY-MM-DD hh:mm:ss AM
Field: Field7
Data Source: {@Case Statement (Basic Syntax)}
Data Type: String
Field: Field8
Data Source: {@For Loop Formula (Crystal Syntax)}
Data Type: String
Tool Tip Formula: "This is a histogram showing the number of days it took to close the order. This is a demonstration of the looping structure in the Crystal syntax."
Text Fields
Text Field: Text18
Page Footer
Section: Section a
Fields
Field: PageNumber1
Data Source: PageNumber
Data Type: Number
Format: Number
Currency Symbol: None
Suppress if Zero: False
Leading Zero: True
Reverse Sign: False
Number Style: -5,555,555
Text Fields
Text Field: Feedback_xx
Text: Feedback on Samples by E-mail
Text Field: Support_xx
Text: Business Objects Technical Support Site
Hyperlink: http://www.businessobjects.com/support
Text Field: Copyright_xx
Text: Copyright © 2005 Business Objects. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Pictures
Picture: BOLogo
Size: 150x40
Hyperlink: http://www.businessobjects.com
Lines
Line: Line5_1
Ends in Section: PageFooterSection1
Line Type: Single
Line Thickness: 30
|
| Location | Microsoft Reporting Services |
| Type | SSRS Report |
| Host | database1 |
| Filepath or Database | AdventureWorksSSRS |
| Document | Sales_Order_Detail_2008R2 |
| Matches | 3 |
SSRS Report | |
Report Information
Description Purpose: Detail report. Displays details for a range of orders, and is a drillthrough report for an individual sales order from Employee_Sales_Summary_2008R2. Includes free form layout, tablix used as list and table, a subreport, session variables for calculating running page totals, custom code, image, expression-based page breaks based on the number of detail rows, page names, page numbering with report and within group, and conditionally hidden text.
Author Mary Lingel MSFT based on report by Robert Bruckner MSFT.
Initial Page Name SalesOrder
ReportID 602b0e43-347c-4a5b-8326-d0c562c9ddcb
Data Sources
AdventureWorks2008R2
Name AdventureWorks2008R2
Security Type None
Datasets
SalesOrders
Name SalesOrders
Query
Data Source AdventureWorks2008R2
CommandText SELECT SOH.SalesOrderNumber, S.BusinessEntityID, S.Name,
SOH.SalesOrderID, SOH.SalesPersonID, SOH.TotalDue,
SOH.OrderDate, SOH.PurchaseOrderNumber,
SOH.BillToAddressID, SOH.ShipToAddressID, SOH.ShipMethodID,
SM.Name AS ShipMethod, BA.AddressLine1 AS BillAddress1, BA.City AS BillCity,
BA.PostalCode AS BillPostalCode, BSP.Name AS BillStateProvince,
BCR.Name AS BillCountryRegion,
SA.AddressLine1 AS ShipAddress1,SA.City AS ShipCity, SA.PostalCode AS ShipPostalCode,
SSP.Name AS ShipStateProvince, SCR.Name AS ShipCountryRegion,
e.JobTitle, per.[FirstName] + N' ' + per.[LastName] AS [SalesPerson],
ph.PhoneNumber,
SD.SalesOrderDetailID, SD.OrderQty, SD.UnitPrice,
CASE WHEN SD.UnitPriceDiscount IS NULL THEN 0 ELSE SD.UnitPriceDiscount END
AS UnitPriceDiscount,
SD.LineTotal, SD.CarrierTrackingNumber, P.Name as ProductName, P.ProductNumber
FROM [Sales].[SalesOrderHeader] SOH
INNER JOIN Sales.Customer C ON SOH.CustomerID = C.CustomerID
INNER JOIN Sales.Store S ON C.StoreID = S.BusinessEntityID
INNER JOIN Person.Address SA ON SA.AddressID = SOH.ShipToAddressID -- Shipping address
INNER JOIN Person.StateProvince SSP ON SA.StateProvinceID = SSP.StateProvinceID
INNER JOIN Person.CountryRegion SCR ON SSP.CountryRegionCode = SCR.CountryRegionCode
INNER JOIN Person.Address BA ON SOH.BillToAddressID = BA.AddressID -- Billing Address
INNER JOIN Person.StateProvince BSP ON BA.StateProvinceID = BSP.StateProvinceID
INNER JOIN Person.CountryRegion BCR ON BSP.CountryRegionCode = BCR.CountryRegionCode
INNER JOIN Purchasing.ShipMethod SM ON SOH.ShipMethodID = SM.ShipMethodID
INNER JOIN [Sales].[SalesPerson] sp ON sp.[BusinessEntityID] = SOH.[SalesPersonID]
INNER JOIN [HumanResources].[Employee] e ON SOH.[SalesPersonID] = e.[BusinessEntityID]
INNER JOIN [Person].[Person] per ON per.[BusinessEntityID] = sp.[BusinessEntityID]
INNER JOIN Person.PersonPhone ph ON per.[BusinessEntityID] = ph.[BusinessEntityID]
INNER JOIN Sales.SalesOrderDetail SD ON SD.SalesOrderID = SOH.SalesOrderID
INNER JOIN Production.Product P ON SD.ProductID = P.ProductID
WHERE (SOH.SalesOrderID BETWEEN (@SalesOrderIDStart) AND (@SalesOrderIDEnd))
Parameters
@SalesOrderIDStart =Parameters!SalesOrderIDStart.Value
@SalesOrderIDEnd =Parameters!SalesOrderIDEnd.Value
Fields
SalesOrderNumber
Name SalesOrderNumber
Source SalesOrderNumber
Data Type String
BusinessEntityID
Name BusinessEntityID
Source BusinessEntityID
Data Type Int32
Name
Name Name
Source Name
Data Type String
SalesOrderID
Name SalesOrderID
Source SalesOrderID
Data Type Int32
SalesPersonID
Name SalesPersonID
Source SalesPersonID
Data Type Int32
TotalDue
Name TotalDue
Source TotalDue
Data Type Decimal
OrderDate
Name OrderDate
Source OrderDate
Data Type DateTime
PurchaseOrderNumber
Name PurchaseOrderNumber
Source PurchaseOrderNumber
Data Type String
BillToAddressID
Name BillToAddressID
Source BillToAddressID
Data Type Int32
ShipToAddressID
Name ShipToAddressID
Source ShipToAddressID
Data Type Int32
ShipMethodID
Name ShipMethodID
Source ShipMethodID
Data Type Int32
ShipMethod
Name ShipMethod
Source ShipMethod
Data Type String
BillAddress1
Name BillAddress1
Source BillAddress1
Data Type String
BillCity
Name BillCity
Source BillCity
Data Type String
BillPostalCode
Name BillPostalCode
Source BillPostalCode
Data Type String
BillStateProvince
Name BillStateProvince
Source BillStateProvince
Data Type String
BillCountryRegion
Name BillCountryRegion
Source BillCountryRegion
Data Type String
ShipAddress1
Name ShipAddress1
Source ShipAddress1
Data Type String
ShipCity
Name ShipCity
Source ShipCity
Data Type String
ShipPostalCode
Name ShipPostalCode
Source ShipPostalCode
Data Type String
ShipStateProvince
Name ShipStateProvince
Source ShipStateProvince
Data Type String
ShipCountryRegion
Name ShipCountryRegion
Source ShipCountryRegion
Data Type String
JobTitle
Name JobTitle
Source JobTitle
Data Type String
SalesPerson
Name SalesPerson
Source SalesPerson
Data Type String
PhoneNumber
Name PhoneNumber
Source PhoneNumber
Data Type String
SalesOrderDetailID
Name SalesOrderDetailID
Source SalesOrderDetailID
Data Type Int32
OrderQty
Name OrderQty
Source OrderQty
Data Type Int16
UnitPrice
Name UnitPrice
Source UnitPrice
Data Type Decimal
UnitPriceDiscount
Name UnitPriceDiscount
Source UnitPriceDiscount
Data Type Decimal
LineTotal
Name LineTotal
Source LineTotal
Data Type Decimal
CarrierTrackingNumber
Name CarrierTrackingNumber
Source CarrierTrackingNumber
Data Type String
ProductName
Name ProductName
Source ProductName
Data Type String
ProductNumber
Name ProductNumber
Source ProductNumber
Data Type String
Parameters
SalesOrderIDStart
Name SalesOrderIDStart
Data Type Integer
Prompt First Order ID?
Default Value
Dataset Reference
Values 57030
Valid Value
Dataset Reference
SalesOrderIDEnd
Name SalesOrderIDEnd
Data Type Integer
Prompt Last Order ID?
Default Value
Dataset Reference
Values =Parameters!SalesOrderIDStart.Value + 2
Valid Value
Dataset Reference
ShowAll
Name ShowAll
Data Type Boolean
Prompt Show all information?
Default Value
Dataset Reference
Values false
Valid Value
Dataset Reference
Embedded Images
AdventureWorksLogo
Name AdventureWorksLogo
Type jpeg
Custom Code
Public Function AddToVariable(var As Microsoft.ReportingServices.ReportProcessing.OnDemandReportObjectModel.Variable, ByVal increment As Double) As Double
var.Value = var.Value + increment
return var.Value
End Function
Public Function GetOrResetVariable(var As Microsoft.ReportingServices.ReportProcessing.OnDemandReportObjectModel.Variable, ByVal executeReset As Boolean)
if executeReset then
var.Value = 0
end if
return var.Value
End Function
Variables
RunningTotal
Name RunningTotal
Value =0.0
Page Header
Report Items
ReportName
Name ReportName
Type Text Box
Content =Globals!ReportName
Page Name: =Globals!PageName
tbPageNumbers
Name tbPageNumbers
Type Text Box
Content Sales Order Page: =Globals!PageNumber of =Globals!TotalPages
Report Page: =Globals!OverallPageNumber of =Globals!OverallTotalPages
tbBackInstructions
Name tbBackInstructions
Type Text Box
Content To return to the main report, use the browser Back button.
Body
Report Items
tbToggle
Name tbToggle
Type Text Box
Content Click + to view the scenario story.
tbScenarioText
Name tbScenarioText
Type Text Box
Content As a stand-alone report, specify a start and end sales order number. By default, the end order number is the start order number + 2. As a drillthrough report, specify the start and end number as the same sales order.
Visibility
Show or hide based on expression true
Display can be toggled by this report item tbToggle
rectSalesOrderContents
Name rectSalesOrderContents
Type Rectangle
rectOrderHeaderContents
Name rectOrderHeaderContents
Type Rectangle
Logo
Name Logo
Type Image
Source Type Embedded Image Name
Embedded Image Name AdventureWorksLogo
Textbox8
Name Textbox8
Type Text Box
Content Sales Order
Order #: =Fields!SalesOrderNumber.Value
tbBillToLabel
Name tbBillToLabel
Type Text Box
Content Bill to:
tbBillTo
Name tbBillTo
Type Text Box
Content =Fields!Name.Value
=Fields!BillAddress1.Value
=Fields!BillCity.Value, =Fields!BillStateProvince.Value =Fields!BillPostalCode.Value
=Fields!BillCountryRegion.Value
tbShipToLabel
Name tbShipToLabel
Type Text Box
Content Ship To:
tbShipTo
Name tbShipTo
Type Text Box
Content =Fields!Name.Value
=Fields!ShipAddress1.Value
=Fields!ShipCity.Value, =Fields!ShipStateProvince.Value =Fields!ShipPostalCode.Value
=Fields!ShipCountryRegion.Value
tbContactLabel
Name tbContactLabel
Type Text Box
Content Contact:
tbProcessedDate
Name tbProcessedDate
Type Text Box
Content Date
=Globals!ExecutionTime
tbOrderDate
Name tbOrderDate
Type Text Box
Content Order Date
=Fields!OrderDate.Value
tbSalesPerson
Name tbSalesPerson
Type Text Box
Content Sales Person
=Fields!SalesPerson.Value, =Fields!JobTitle.Value
=Fields!PhoneNumber.Value
tbPurchaseOrder
Name tbPurchaseOrder
Type Text Box
Content Purchase Order
=Fields!PurchaseOrderNumber.Value
tbShipMethod
Name tbShipMethod
Type Text Box
Content Shipment Method
=Fields!ShipMethod.Value
Textbox38
Name Textbox38
Type Text Box
Content Line
Textbox19
Name Textbox19
Type Text Box
Content Order Qty
Textbox21
Name Textbox21
Type Text Box
Content Product Number
Textbox23
Name Textbox23
Type Text Box
Content Product Name
Textbox25
Name Textbox25
Type Text Box
Content Carrier Tracking Number
Textbox27
Name Textbox27
Type Text Box
Content Unit Price
Textbox29
Name Textbox29
Type Text Box
Content Subtotal
Textbox31
Name Textbox31
Type Text Box
Content Discount
Textbox33
Name Textbox33
Type Text Box
Content Line Total
Textbox39
Name Textbox39
Type Text Box
Content =RowNumber("tblxTable_SalesOrderDetails")
OrderQty
Name OrderQty
Type Text Box
Content =Fields!OrderQty.Value
ProductNumber
Name ProductNumber
Type Text Box
Content =Fields!ProductNumber.Value
ProductName
Name ProductName
Type Text Box
Content =Fields!ProductName.Value
CarrierTrackingNumber
Name CarrierTrackingNumber
Type Text Box
Content =Fields!CarrierTrackingNumber.Value
UnitPrice
Name UnitPrice
Type Text Box
Content =Fields!UnitPrice.Value
UnitPrice1
Name UnitPrice1
Type Text Box
Content =Fields!OrderQty.Value * Fields!UnitPrice.Value
UnitPriceDiscount
Name UnitPriceDiscount
Type Text Box
Content =0 - Fields!UnitPrice.Value * Fields!OrderQty.Value * Fields!UnitPriceDiscount.Value
tbLineTotal
Name tbLineTotal
Type Text Box
Content =Fields!LineTotal.Value
Textbox12
Name Textbox12
Type Text Box
Content Sales Order Total:
Textbox15
Name Textbox15
Type Text Box
Content =Sum(Fields!LineTotal.Value, "SalesOrderID")
Textbox16
Name Textbox16
Type Text Box
Textbox17
Name Textbox17
Type Text Box
Content Total Discount:
Textbox18
Name Textbox18
Type Text Box
Content =Sum(Fields!UnitPrice.Value * Fields!OrderQty.Value * Fields!UnitPriceDiscount.Value)
Textbox20
Name Textbox20
Type Text Box
Content Total:
Textbox22
Name Textbox22
Type Text Box
Content =Sum(Fields!LineTotal.Value)
Data Regions
tblxList_SalesOrder
Name tblxList_SalesOrder
Type Table
Row Member 1
SalesOrderID
Name SalesOrderID
Expressions =Fields!SalesOrderID.Value
Sort Expressions =Fields!SalesOrderID.Value
Source Dataset SalesOrders
tblxTable_SalesOrderDetails
Name tblxTable_SalesOrderDetails
Type Table
Row Member 1
PageBreakEvery25Rows
Name PageBreakEvery25Rows
Expressions =Ceiling(RowNumber("tblxTable_SalesOrderDetails")/25)
Row Member 1
Details
Name Details
Row Member 2
Source Dataset SalesOrders
Subreports
subStoreContacts
Name subStoreContacts
Subreport Name/Location Store_Contacts_2008R2
Parameters
StoreID
Name StoreID
Value =Fields!BusinessEntityID.Value
Page Footer
Report Items
tbDescription
Name tbDescription
Type Text Box
Content Purpose: Detail report. Displays details for a range of orders, and is a drillthrough report for an individual sales order from Employee_Sales_Summary_2008R2. Includes free form layout, tablix used as list and table, a subreport, session variables for calculating running page totals, custom code, image, expression-based page breaks based on the number of detail rows, page names, page numbering with report and within group, and conditionally hidden text.
Visibility
Show or hide based on expression =NOT Parameters!ShowAll.Value
tbRunningTotalCalculations
Name tbRunningTotalCalculations
Type Text Box
Content Previous Page Total: =Code.GetOrResetVariable(Variables!RunningTotal, Globals!OverallPageNumber = 1)
This Page Total: =Sum(ReportItems!tbLineTotal.Value)
Running Total: =Code.AddToVariable(Variables!RunningTotal, Sum(Reportitems!tbLineTotal.Value))
tbSpacer
Name tbSpacer
Type Text Box
|
| Location | Microsoft Reporting Services |
| Type | SSRS Report |
| Host | database1 |
| Filepath or Database | AdventureWorksSSRS |
| Document | Sales_by_Region_2008R2 |
| Matches | 22 |
SSRS Report | |
Report Information
Description Purpose: Map report. For each state, displays sales totals for individuals, sales totals for reseller stores, and store locations. Includes the US map from the map gallery, analytical data from a dataset, polygon layer (one for each state), polygon fill for no sales, polygon color rules based on individual sales, markers for stores, marker colors based on store sales, marker drillthrough action, multiple map titles and legends, and use of Lookup function.
Author Mary Lingel MSFT
ReportID 602b0e43-347c-4a5b-8326-d0c562c9ddcb
Data Sources
AdventureWorks2008R2
Name AdventureWorks2008R2
Security Type None
Datasets
IndividualCustomerSales
Name IndividualCustomerSales
Query
Data Source AdventureWorks2008R2
CommandText SELECT soh.SalesOrderID, soh.TotalDue, soh.OrderDate,
c.CustomerID, p.FirstName, p.LastName,
RTRIM(sp.StateProvinceCode) as StateProvinceCode,
ad.City, ad.PostalCode, ad.SpatialLocation
FROM Sales.SalesOrderHeader AS soh INNER JOIN
Sales.Customer AS c ON soh.CustomerID = c.CustomerID INNER JOIN
Person.BusinessEntity AS b ON b.BusinessEntityID = c.PersonID INNER JOIN
Person.Person AS p ON p.BusinessEntityID = b.BusinessEntityID INNER JOIN
Person.BusinessEntityAddress AS a ON a.BusinessEntityID = b.BusinessEntityID INNER JOIN
Person.Address AS ad ON ad.AddressID = a.AddressID INNER JOIN
Person.AddressType AS at ON at.AddressTypeID = a.AddressTypeID INNER JOIN
Person.StateProvince AS sp ON sp.StateProvinceID = ad.StateProvinceID
WHERE(c.PersonID IS NOT NULL)
AND (at.Name = N'Home')
AND (sp.CountryRegionCode = N'US')
Parameters
Fields
SalesOrderID
Name SalesOrderID
Source SalesOrderID
Data Type Int32
TotalDue
Name TotalDue
Source TotalDue
Data Type Decimal
OrderDate
Name OrderDate
Source OrderDate
Data Type DateTime
CustomerID
Name CustomerID
Source CustomerID
Data Type Int32
FirstName
Name FirstName
Source FirstName
Data Type String
LastName
Name LastName
Source LastName
Data Type String
StateProvinceCode
Name StateProvinceCode
Source StateProvinceCode
Data Type String
City
Name City
Source City
Data Type String
PostalCode
Name PostalCode
Source PostalCode
Data Type String
SpatialLocation
Name SpatialLocation
Source SpatialLocation
Data Type Microsoft.SqlServer.Types.SqlGeography
StoreSales
Name StoreSales
Query
Data Source AdventureWorks2008R2
CommandText SELECT soh.SalesOrderID, soh.TotalDue, soh.OrderDate, c.CustomerID,
st.Name AS Store,
sp.StateProvinceCode,
-- StateProvinceCode is 3 chars.
-- Use RTRIM here or in the expression for the match field.
ad.City, ad.PostalCode, ad.SpatialLocation
FROM Sales.SalesOrderHeader AS soh INNER JOIN
Sales.Customer AS c ON soh.CustomerID = c.CustomerID INNER JOIN
Person.BusinessEntity AS b ON b.BusinessEntityID = c.StoreID INNER JOIN
Sales.Store AS st ON st.BusinessEntityID
= b.BusinessEntityID INNER JOIN
Person.BusinessEntityAddress AS a
ON a.BusinessEntityID = b.BusinessEntityID INNER JOIN
Person.Address AS ad ON ad.AddressID = a.AddressID INNER JOIN
Person.AddressType AS at ON at.AddressTypeID = a.AddressTypeID
INNER JOIN Person.StateProvince AS sp
ON sp.StateProvinceID = ad.StateProvinceID
WHERE (c.StoreID IS NOT NULL)
AND (at.Name = N'Main Office')
AND (sp.CountryRegionCode = N'US')
Parameters
Fields
SalesOrderID
Name SalesOrderID
Source SalesOrderID
Data Type Int32
TotalDue
Name TotalDue
Source TotalDue
Data Type Decimal
OrderDate
Name OrderDate
Source OrderDate
Data Type DateTime
CustomerID
Name CustomerID
Source CustomerID
Data Type Int32
Store
Name Store
Source Store
Data Type String
StateProvinceCode
Name StateProvinceCode
Source StateProvinceCode
Data Type String
City
Name City
Source City
Data Type String
PostalCode
Name PostalCode
Source PostalCode
Data Type String
SpatialLocation
Name SpatialLocation
Source SpatialLocation
Data Type Microsoft.SqlServer.Types.SqlGeography
StoreSaleTotals
Name StoreSaleTotals
Query
Data Source AdventureWorks2008R2
CommandText SELECT sp.StateProvinceCode, COUNT(DISTINCT (c.StoreID)) as NStores, SUM(soh.TotalDue) AS Total
FROM Sales.SalesOrderHeader AS soh INNER JOIN
Sales.Customer AS c ON soh.CustomerID = c.CustomerID INNER JOIN
Person.BusinessEntity AS b ON b.BusinessEntityID = c.StoreID INNER JOIN
Sales.Store AS st ON st.BusinessEntityID = b.BusinessEntityID INNER JOIN
Person.BusinessEntityAddress AS a ON a.BusinessEntityID = b.BusinessEntityID INNER JOIN
Person.Address AS ad ON ad.AddressID = a.AddressID INNER JOIN
Person.AddressType AS at ON at.AddressTypeID = a.AddressTypeID INNER JOIN
Person.StateProvince AS sp ON sp.StateProvinceID = ad.StateProvinceID
WHERE (c.StoreID IS NOT NULL) AND (at.Name = N'Main Office') AND (sp.CountryRegionCode = N'US')
GROUP BY sp.StateProvinceCode
ORDER BY sp.StateProvinceCode
Parameters
Fields
StateProvinceCode
Name StateProvinceCode
Source StateProvinceCode
Data Type String
NStores
Name NStores
Source NStores
Data Type Int32
Total
Name Total
Source Total
Data Type Decimal
Parameters
Distance
Name Distance
Data Type Integer
Prompt Distance in miles?
Hidden true
Default Value
Dataset Reference
Values 50
Valid Value
Dataset Reference
ShowBingMaps
Name ShowBingMaps
Data Type String
Prompt Show Bing Map layer?
Default Value
Dataset Reference
Values Hidden
Valid Value
Dataset Reference
Values Visible
Hidden
BingMapTileType
Name BingMapTileType
Data Type String
Prompt Bing Map tile type?
Default Value
Dataset Reference
Values Aerial
Valid Value
Dataset Reference
Values Road
Aerial
Hybrid
USStatesTransparency
Name USStatesTransparency
Data Type Float
Prompt Transparency for US States?
Default Value
Dataset Reference
Values 0
Valid Value
Dataset Reference
Values 0
10
25
35
50
75
ShowAll
Name ShowAll
Data Type Boolean
Prompt Show all information?
Default Value
Dataset Reference
Values false
Valid Value
Dataset Reference
Embedded Images
AdventureWorksLogo
Name AdventureWorksLogo
Type jpeg
Page Header
Report Items
Logo
Name Logo
Type Image
Source Type Embedded Image Name
Embedded Image Name AdventureWorksLogo
ReportName
Name ReportName
Type Text Box
Content =Globals!ReportName
Body
Report Items
tbToggle
Name tbToggle
Type Text Box
Content Click + to view the scenario story.
tbScenarioText
Name tbScenarioText
Type Text Box
Content AdventureWorks customer sales come from reseller stores and individual internet sales. State color is based on the sales amounts for all individual sales. Marker color is based on sales amounts for reseller stores. Markers indicate the location of each store. Click the marker to find individuals who live within [@Distance] miles of the store.
Visibility
Show or hide based on expression true
Display can be toggled by this report item tbToggle
Textbox4
Name Textbox4
Type Text Box
Content State
Textbox12
Name Textbox12
Type Text Box
Content Number of
Individuals
Textbox13
Name Textbox13
Type Text Box
Content Total Sales
Textbox14
Name Textbox14
Type Text Box
Content Number of
Stores
Textbox15
Name Textbox15
Type Text Box
Content Total Sales
CustomerID
Name CustomerID
Type Text Box
Content =CountDistinct(Fields!CustomerID.Value)
TotalDue
Name TotalDue
Type Text Box
Content =Sum(Fields!TotalDue.Value)
Textbox8
Name Textbox8
Type Text Box
Content =Lookup(TRIM(Fields!StateProvinceCode.Value),TRIM(Fields!StateProvinceCode.Value),Fields!NStores.Value,"StoreSaleTotals")
Actions
Go to Bookmark =TRIM(Fields!StateProvinceCode.Value)
Textbox10
Name Textbox10
Type Text Box
Content =Lookup(TRIM(Fields!StateProvinceCode.Value),TRIM(Fields!StateProvinceCode.Value),Fields!Total.Value,"StoreSaleTotals")
Textbox2
Name Textbox2
Type Text Box
Content Sales Totals for All Customers
Textbox11
Name Textbox11
Type Text Box
StateProvinceCode
Name StateProvinceCode
Type Text Box
Content =Fields!StateProvinceCode.Value
rectStoresbyState
Name rectStoresbyState
Type Rectangle
Textbox21
Name Textbox21
Type Text Box
Content State Province Code
Textbox22
Name Textbox22
Type Text Box
Content Store
TotalDue1
Name TotalDue1
Type Text Box
Content =Sum(Fields!TotalDue.Value)
Textbox19
Name Textbox19
Type Text Box
Content Total Due
StateProvinceCode1
Name StateProvinceCode1
Type Text Box
Content =Fields!StateProvinceCode.Value ="Back to top"
Store
Name Store
Type Text Box
Content =Fields!Store.Value
Actions
Go to Report Customers_Near_Stores_2008R2
Go to Report Parameters GeoLocation=Fields!SpatialLocation.Value.ToString()
Radius=Parameters!Distance.Value
ShowAll=Parameters!ShowAll.Value
tbStoresbyStateLabel
Name tbStoresbyStateLabel
Type Text Box
Content Store sales in each state.
Data Regions
Tablix1
Name Tablix1
Type Matrix
Column Member 1
ColumnGroup
Name ColumnGroup
Row Member 1
Row Member 2
StateProvinceCode
Name StateProvinceCode
Expressions =Fields!StateProvinceCode.Value
Sort Expressions =Fields!StateProvinceCode.Value
Source Dataset IndividualCustomerSales
tblxMatrix_StoresbyState
Name tblxMatrix_StoresbyState
Type Matrix
Column Member 1
ColumnGroup1
Name ColumnGroup1
Row Member 1
StateProvinceCode1
Name StateProvinceCode1
Expressions =Fields!StateProvinceCode.Value
Sort Expressions =Fields!StateProvinceCode.Value
Row Member 1
Store
Name Store
Expressions =Fields!Store.Value
Sort Expressions =Fields!Store.Value
Source Dataset StoreSales
Data Visualizations
Map1
Name Map1
Type Map
Page Footer
Report Items
tbDescription
Name tbDescription
Type Text Box
Content Purpose: Map report. For each state, displays sales totals for individuals, sales totals for reseller stores, and store locations. Includes the US map from the map gallery, analytical data from a dataset, polygon layer (one for each state), polygon fill for no sales, polygon color rules based on individual sales, markers for stores, marker colors based on store sales, marker drillthrough action, multiple map titles and legends, and use of Lookup function.
Visibility
Show or hide based on expression =NOT Parameters!ShowAll.Value
|
| Location | Microsoft Reporting Services |
| Type | SSRS Report |
| Host | database1 |
| Filepath or Database | AdventureWorksSSRS |
| Document | Customers_Near_Stores_2008R2 |
| Matches | 15 |
SSRS Report | |
Report Information
Description Purpose: Drillthrough report from store markers in Sales_by_Region_2008R2. Displays information about customers who live within the specified number of miles from a store. The store geolocation is a String parameter that contains a Well Known Text (WKT) value.
Author Mary Lingel MSFT
ReportID 602b0e43-347c-4a5b-8326-d0c562c9ddcb
Data Sources
AdventureWorks2008R2
Name AdventureWorks2008R2
Security Type None
Datasets
CustomerLocations
Name CustomerLocations
Query
Data Source AdventureWorks2008R2
CommandText SELECT c.CustomerID, c.PersonID AS BusinessEntityID, p.FirstName AS Name1, p.LastName AS Name2, ea.EmailAddress, ad.City, ad.PostalCode,
sp.Name AS StateProvince, sp.StateProvinceCode, ad.SpatialLocation.STDistance(@GeoLocation) / 1609.344 AS DistanceinMiles, ad.SpatialLocation,
p.Demographics.value('declare namespace awns="http://schemas.microsoft.com/sqlserver/2004/07/adventure-works/IndividualSurvey"; (awns:IndividualSurvey/awns:NumberCarsOwned) [1]',
'int') AS NumberCarsOwned,
p.Demographics.value('declare namespace awns="http://schemas.microsoft.com/sqlserver/2004/07/adventure-works/IndividualSurvey"; (awns:IndividualSurvey/awns:CommuteDistance) [1]',
'varchar(30)') AS CommuteDistance
FROM Sales.Customer AS c INNER JOIN
Person.Person AS p ON p.BusinessEntityID = c.PersonID INNER JOIN
Person.BusinessEntityAddress AS a ON a.BusinessEntityID = p.BusinessEntityID INNER JOIN
Person.AddressType AS t ON a.AddressTypeID = t.AddressTypeID INNER JOIN
Person.Address AS ad ON ad.AddressID = a.AddressID INNER JOIN
Person.EmailAddress AS ea ON ea.BusinessEntityID = p.BusinessEntityID INNER JOIN
Person.StateProvince AS sp ON sp.StateProvinceID = ad.StateProvinceID
WHERE (c.StoreID IS NULL) AND (t.Name = N'Home') AND (sp.CountryRegionCode = N'US') AND (ad.SpatialLocation.STDistance(@GeoLocation) / 1609.344 < @Radius)
Parameters
@GeoLocation =Parameters!GeoLocation.Value
@Radius =Parameters!Radius.Value
Fields
CustomerID
Name CustomerID
Source CustomerID
Data Type Int32
BusinessEntityID
Name BusinessEntityID
Source BusinessEntityID
Data Type Int32
Name1
Name Name1
Source Name1
Data Type String
Name2
Name Name2
Source Name2
Data Type String
EmailAddress
Name EmailAddress
Source EmailAddress
Data Type String
City
Name City
Source City
Data Type String
PostalCode
Name PostalCode
Source PostalCode
Data Type String
StateProvince
Name StateProvince
Source StateProvince
Data Type String
StateProvinceCode
Name StateProvinceCode
Source StateProvinceCode
Data Type String
DistanceinMiles
Name DistanceinMiles
Source DistanceinMiles
Data Type Double
SpatialLocation
Name SpatialLocation
Source SpatialLocation
Data Type Microsoft.SqlServer.Types.SqlGeography
NumberCarsOwned
Name NumberCarsOwned
Source NumberCarsOwned
Data Type Int32
CommuteDistance
Name CommuteDistance
Source CommuteDistance
Data Type String
StoreLocation
Name StoreLocation
Query
Data Source AdventureWorks2008R2
CommandText SELECT
[StoreID] as BusinessEntityID
, s.Name as Store
-- , t.Name as AddressType -- Main Office or Shipping
, ad.PostalCode
-- , sp.CountryRegionCode
--, sp.Name as StateProvince
--, sp.StateProvinceCode
, ad.SpatialLocation.ToString() as GeoLocation
FROM [Sales].[Customer] c
INNER JOIN Sales.Store s ON s.BusinessEntityID = c.StoreID
INNER JOIN Person.BusinessEntityAddress a ON a.BusinessEntityID = s.BusinessEntityID
INNER JOIN Person.AddressType t ON a.AddressTypeID=t.AddressTypeID
INNER JOIN Person.[Address] ad ON ad.AddressID = a.AddressID
INNER JOIN Person.StateProvince sp ON sp.StateProvinceID = ad.StateProvinceID
WHERE -- PersonID IS NULL means Customer is a store
PersonID IS NULL
AND t.Name = N'Main Office'
AND sp.CountryRegionCode = N'US'
Parameters
Fields
BusinessEntityID
Name BusinessEntityID
Source BusinessEntityID
Data Type Int32
Store
Name Store
Source Store
Data Type String
PostalCode
Name PostalCode
Source PostalCode
Data Type String
GeoLocation
Name GeoLocation
Source GeoLocation
Data Type String
Parameters
GeoLocation
Name GeoLocation
Data Type String
Prompt Store location?
Default Value
Dataset Reference
Values POINT (-82.4151596338717 40.7459610884615)
Valid Value
Dataset Reference
Dataset Name StoreLocation
Label Store
Value GeoLocation
Radius
Name Radius
Data Type Integer
Prompt Distance in miles?
Default Value
Dataset Reference
Values 100
Valid Value
Dataset Reference
ShowAll
Name ShowAll
Data Type Boolean
Prompt Show all information?
Default Value
Dataset Reference
Values false
Valid Value
Dataset Reference
Embedded Images
AdventureWorksLogo
Name AdventureWorksLogo
Type jpeg
Page Header
Report Items
Logo
Name Logo
Type Image
Source Type Embedded Image Name
Embedded Image Name AdventureWorksLogo
ReportName
Name ReportName
Type Text Box
Content =Globals!ReportName
tbBackInstructions
Name tbBackInstructions
Type Text Box
Content To return to the main report, use the browser Back button.
tbTitle
Name tbTitle
Type Text Box
Content Demographics for the =CountDistinct(Fields!CustomerID.Value,"CustomerLocations") =IIF(CountDistinct(Fields!CustomerID.Value,"CustomerLocations")=1,"Customer","Customers")
living within =Parameters!Radius.Value miles of the store
=Parameters!GeoLocation.Label
Grouped by Commute Distance
Body
Report Items
Textbox3
Name Textbox3
Type Text Box
Content Name
Textbox5
Name Textbox5
Type Text Box
Content Distancein Miles
Textbox7
Name Textbox7
Type Text Box
Content Number Cars Owned
Textbox11
Name Textbox11
Type Text Box
Content Email Address
Name2
Name Name2
Type Text Box
Content =Fields!Name2.Value, =Fields!Name1.Value
DistanceinMiles
Name DistanceinMiles
Type Text Box
Content =Fields!DistanceinMiles.Value
NumberCarsOwned
Name NumberCarsOwned
Type Text Box
Content =Fields!NumberCarsOwned.Value
EmailAddress
Name EmailAddress
Type Text Box
Content =Fields!EmailAddress.Value
Textbox13
Name Textbox13
Type Text Box
Content Commute Distance
CommuteDistance
Name CommuteDistance
Type Text Box
Content =Fields!CommuteDistance.Value
Data Regions
tblxTable_Demographics
Name tblxTable_Demographics
Type Table
Row Member 1
Row Member 2
CommuteDistance
Name CommuteDistance
Expressions =Fields!CommuteDistance.Value
Sort Expressions =Fields!CommuteDistance.Value
Row Member 2
Details
Name Details
Source Dataset CustomerLocations
Page Footer
Report Items
tbDescription
Name tbDescription
Type Text Box
Content Purpose: Drillthrough report from store markers in Sales_by_Region_2008R2. Displays information about customers who live within the specified number of miles from a store. The store geolocation is a String parameter that contains a Well Known Text (WKT) value.
Visibility
Show or hide based on expression =NOT Parameters!ShowAll.Value
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Summary Group.rdl |
| Matches | 20 |
SSRS Report | |
Report Information
Description Report Title: How to summarize grouped data
Report Author: � 2002 Crystal Decisions, Inc.
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.Country, Customer.[Customer Name], Customer.Region, Customer.[Postal Code], Customer.[Last Year's Sales], Customer.City
FROM Customer Customer
ORDER BY Customer.Country
Parameters
Fields
Country
Name Country
Source Country
Data Type String
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Region
Name Region
Source Region
Data Type String
Postal_Code
Name Postal_Code
Source [Postal Code]
Data Type String
Last_Year_s_Sales
Name Last_Year_s_Sales
Source [Last Year's Sales]
Data Type Decimal
City
Name City
Source City
Data Type String
Embedded Images
Picture_A71C16DB5FC6FA97CA22693727225E5E
Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Type jpeg
Picture_9B686CFB00AA497757CA65E94EDA1223
Name Picture_9B686CFB00AA497757CA65E94EDA1223
Type jpeg
Page Header
Report Items
Text2
Name Text2
Type Text Box
Content Customer Name
Text3
Name Text3
Type Text Box
Content Region
Text4
Name Text4
Type Text Box
Content City
Text5
Name Text5
Type Text Box
Content Postal Code
Text6
Name Text6
Type Text Box
Content Last Year's Sales
Text7
Name Text7
Type Text Box
Content How to summarize group data
Body
Report Items
Text1
Name Text1
Type Text Box
Content Summarizing Group Data
Field1
Name Field1
Type Text Box
Content =Format(Globals.ExecutionTime, "dd/MM/yyyy")
Field2
Name Field2
Type Text Box
Content =Format(Globals.ExecutionTime, "h:m:s tt")
Picture4
Name Picture4
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Text2_1
Name Text2_1
Type Text Box
Content Customer Name
Text3_1
Name Text3_1
Type Text Box
Content Region
Text4_1
Name Text4_1
Type Text Box
Content City
Text5_1
Name Text5_1
Type Text Box
Content Postal Code
Text6_1
Name Text6_1
Type Text Box
Content Last Year's Sales
Text7_1
Name Text7_1
Type Text Box
Content How to summarize group data
RectArea3
Name RectArea3
Type Rectangle
Field3
Name Field3
Type Text Box
Content =Fields!Country.Value
RectArea4
Name RectArea4
Type Rectangle
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
Region
Name Region
Type Text Box
Content =Fields!Region.Value
Postal_Code
Name Postal_Code
Type Text Box
Content =Fields!Postal_Code.Value
Last_Year_s_Sales
Name Last_Year_s_Sales
Type Text Box
Content =Fields!Last_Year_s_Sales.Value
City
Name City
Type Text Box
Content =Fields!City.Value
RectArea5
Name RectArea5
Type Rectangle
Box1
Name Box1
Type Rectangle
SummaryField9
Name SummaryField9
Type Text Box
Content =Count (Fields!Customer_Name.Value)
Text8
Name Text8
Type Text Box
Content COUNT of Customers =
Text12
Name Text12
Type Text Box
Content SUM of Last Year's Sales =
SummaryField11
Name SummaryField11
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value)
Text13
Name Text13
Type Text Box
Content AVERAGE Last Year's Sales =
SummaryField12
Name SummaryField12
Type Text Box
Content =Avg (Fields!Last_Year_s_Sales.Value)
Text14
Name Text14
Type Text Box
Content PERCENTAGE of Last Year's Sales =
SummaryField13
Name SummaryField13
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value)/Sum (Fields!Last_Year_s_Sales.Value, "DataSet1")%
Box3
Name Box3
Type Rectangle
SummaryField14
Name SummaryField14
Type Text Box
Content =Count (Fields!Customer_Name.Value, "DataSet1")
Text15
Name Text15
Type Text Box
Content COUNT of Customers =
Text16
Name Text16
Type Text Box
Content SUM of Last Year's Sales =
SummaryField15
Name SummaryField15
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value, "DataSet1")
Text17
Name Text17
Type Text Box
Content AVERAGE Last Year's Sales =
SummaryField16
Name SummaryField16
Type Text Box
Content =Avg (Fields!Last_Year_s_Sales.Value, "DataSet1")
Text18
Name Text18
Type Text Box
Content PERCENTAGE of Last Year's Sales =
SummaryField17
Name SummaryField17
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value)/Sum (Fields!Last_Year_s_Sales.Value, "DataSet1")%
Text19
Name Text19
Type Text Box
Content TOTAL:
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Group1
Name Group1
Expressions =Fields!Country.Value
Sort Expressions =Fields!Country.Value
Row Member 1
Row Member 2
Details
Name Details
Row Member 3
Source Dataset DataSet1
Page Footer
Report Items
Field10
Name Field10
Type Text Box
Content =Globals!PageNumber
Picture2
Name Picture2
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_9B686CFB00AA497757CA65E94EDA1223
Actions
Go to URL http://www.crystaldecisions.com
Text9
Name Text9
Type Text Box
Content Crystal Care Support Site
Actions
Go to URL http://support.crystaldecisions.com
Text10
Name Text10
Type Text Box
Content © Copyright 2002 Crystal Decisions, Inc. All Rights Reserved.
Text11
Name Text11
Type Text Box
Content Feedback on Samples by E-mail
Actions
Go to URL mailto:crfeedback@crystaldecisions.com
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Chart.rdl |
| Matches | 29 |
SSRS Report | |
Report Information
Description Report Title: Charting
Report Author: © 2003 Crystal Decisions Inc.
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.Country, Customer.[Customer Name], Customer.Region, Customer.[Postal Code], Customer.[Last Year's Sales]
FROM Customer Customer
WHERE ((Customer.Country = 'Thailand') OR (Customer.Country = 'Singapore') OR (Customer.Country = 'Philippines') OR (Customer.Country = 'Pakistan') OR (Customer.Country = 'New Zealand') OR (Customer.Country = 'Nepal') OR (Customer.Country = 'Mongolia') OR (Customer.Country = 'Malaysia') OR (Customer.Country = 'Japan') OR (Customer.Country = 'Indonesia') OR (Customer.Country = 'India') OR (Customer.Country = 'China') OR (Customer.Country = 'Bangladesh') OR (Customer.Country = 'Australia'))
ORDER BY Customer.Country
Parameters
Fields
Country
Name Country
Source Country
Data Type String
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Region
Name Region
Source Region
Data Type String
Postal_Code
Name Postal_Code
Source [Postal Code]
Data Type String
Last_Year_s_Sales
Name Last_Year_s_Sales
Source [Last Year's Sales]
Data Type Decimal
Embedded Images
Picture_A71C16DB5FC6FA97CA22693727225E5E
Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Type jpeg
Picture_E759E7788B7CA06A40028D6D9AD41000
Name Picture_E759E7788B7CA06A40028D6D9AD41000
Type jpeg
Page Header
Report Items
Text4
Name Text4
Type Text Box
Content Customer Name
Text5
Name Text5
Type Text Box
Content Region
Text6
Name Text6
Type Text Box
Content Country
Text7
Name Text7
Type Text Box
Content Postal Code
Text8
Name Text8
Type Text Box
Content Last Year's Sales
Body
Report Items
Text1
Name Text1
Type Text Box
Content Charting
Field1
Name Field1
Type Text Box
Content =Format(Globals.ExecutionTime, "M/d/yyyy")
Field2
Name Field2
Type Text Box
Content =Format(Globals.ExecutionTime, "h:m:s tt")
Text2
Name Text2
Type Text Box
Content Drilldown on chart for details
Text3
Name Text3
Type Text Box
Content Add new charting features to your report
Picture4
Name Picture4
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Text4_1
Name Text4_1
Type Text Box
Content Customer Name
Text5_1
Name Text5_1
Type Text Box
Content Region
Text6_1
Name Text6_1
Type Text Box
Content Country
Text7_1
Name Text7_1
Type Text Box
Content Postal Code
Text8_1
Name Text8_1
Type Text Box
Content Last Year's Sales
RectArea3
Name RectArea3
Type Rectangle
Field3
Name Field3
Type Text Box
Content =Fields!Country.Value
RectArea4
Name RectArea4
Type Rectangle
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
Region
Name Region
Type Text Box
Content =Fields!Region.Value
Postal_Code
Name Postal_Code
Type Text Box
Content =Fields!Postal_Code.Value
Last_Year_s_Sales
Name Last_Year_s_Sales
Type Text Box
Content =Fields!Last_Year_s_Sales.Value
Country
Name Country
Type Text Box
Content =Fields!Country.Value
RectArea5
Name RectArea5
Type Rectangle
Box1
Name Box1
Type Rectangle
SummaryField9
Name SummaryField9
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value)
Text9
Name Text9
Type Text Box
Content Subtotal
Box2
Name Box2
Type Rectangle
SummaryField10
Name SummaryField10
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value, "DataSet1")
Text10
Name Text10
Type Text Box
Content Grand Total
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Group1
Name Group1
Expressions =Fields!Country.Value
Sort Expressions =Fields!Country.Value
Row Member 1
Row Member 2
Details
Name Details
Row Member 3
Source Dataset DataSet1
Data Visualizations
Graph1
Name Graph1
Type Chart
Category Member 1
Series Member 1
Graph1_1_SeriesGroup
Name Graph1_1_SeriesGroup
Expressions =Fields!Country.Value
Sort Expressions =Fields!Country.Value
Label =Fields!Country.Value
Data Series ChartSeriesName0
Name ChartSeriesName0
Chart Area Default
Name Default
Primary Category Axis
Name Primary
Caption Country
Secondary Category Axis
Name Secondary
Caption Country
Primary Value Axis
Name Primary
Caption Sum of Last Year's Sales
Secondary Value Axis
Name Secondary
Caption Sum of Last Year's Sales
Source Dataset DataSet1
Page Footer
Report Items
Field11
Name Field11
Type Text Box
Content =Globals!PageNumber
Text11
Name Text11
Type Text Box
Content Crystal Decisions Support Site
Actions
Go to URL http://support.crystaldecisions.net
Text12
Name Text12
Type Text Box
Content Feedback on Samples by E-mail
Actions
Go to URL mailto:feedbackSCR@crystaldecisions.net
Text13
Name Text13
Type Text Box
Content © Copyright 2003 Crystal Decisions Inc. All Rights Reserved.
Picture2
Name Picture2
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_E759E7788B7CA06A40028D6D9AD41000
Actions
Go to URL http://www.crystaldecisions.com/
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Parameter Fields.rdl |
| Matches | 31 |
SSRS Report | |
Report Information
Description Report Title: Parameter Fields
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String Data Source=CRMIGRATION\SQLExpress;Initial Catalog=Xtreme2005DB;Integrated Security=True;Password=;User ID=;
Data Provider SQL
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.[Customer Name], Customer.Region, Orders.[Order ID], Orders.[Order Amount], Orders.[Order Date], Customer.Country
FROM Xtreme2005DB.dbo.Customer Customer LEFT OUTER JOIN Xtreme2005DB.dbo.Orders Orders ON Customer.[Customer ID]=Orders.[Customer ID]
WHERE (Customer.[Customer Name] like @Customer_Name) And Customer.Region IN (@Region) And (Orders.[Order Date] >= @Date_RangeStart And Orders.[Order Date] <= @Date_RangeEnd)
ORDER BY Customer.Region
Parameters
@Customer_Name =Parameters!Customer_Name.Value
@Region =Parameters!Region.Value
@Date_RangeStart =Parameters!Date_RangeStart.Value
@Date_RangeEnd =Parameters!Date_RangeEnd.Value
Fields
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Region
Name Region
Source Region
Data Type String
Order_ID
Name Order_ID
Source [Order ID]
Data Type Int32
Order_Amount
Name Order_Amount
Source [Order Amount]
Data Type Decimal
Order_Date
Name Order_Date
Source [Order Date]
Data Type DateTime
Country
Name Country
Source Country
Data Type String
Parameters
Date_RangeStart
Name Date_RangeStart
Data Type DateTime
Prompt Choose Order Date Start
Default Value
Dataset Reference
Valid Value
Dataset Reference
Date_RangeEnd
Name Date_RangeEnd
Data Type DateTime
Prompt Choose Order Date End
Default Value
Dataset Reference
Valid Value
Dataset Reference
Region
Name Region
Data Type String
Prompt Select Region(s) to include
MultiValue true
Default Value
Dataset Reference
Valid Value
Dataset Reference
Values Abu Dhabi
AL
Alsace
Ankara
Aquitaine
AR
Auckland
Auvergne
Avon
AZ
Bangkok
Basse Normandie
Bayern
BC
Belo Horizonte
Berkshire
Berlin
Bourgogne
Bridgetown
Brussels
Bucharesti
Budapest
CA
Cairo
Cambridgeshire
Canterbury
Cantons
Castries
Centre
Champagne-Ardenne
CO
Co Durham
County Antrim
CT
Cundinamarca
DC
DE
Devon
Dhaka
Distrito Federal
Dorset
Dublin
Eastern Province
Evia Evvoia
FL
GA
Gauteng (PWV)
Greater London
Greater Manchester
Guangdong
Guerrero
Hamilton
Hampshire
Hanoi
Haute Normandie
Hiroshima username
Hong Kong
Hyogo username
IA
ID
IL
Ile de France
Île-de-France
Islamabad
Jaemtland
Jalisco
Jawa Bara West Java
Jutland
Kanagawa username
Kathmandu
usernamet
Kiev
Kingston
KS
Kuala Lumpur
KY
LA
La Paz
Languedoc-Roussillon
Lazio
Lima
Lisbon
Lombardia
Lorraine
Lothian
Luxembourg
MA
Madrid
Managua
Manila Metropolitan Area
MB
MD
ME
Mendoza
MI
Midi-Pyrénées
MN
MO
Moscow
MS
MT
Nairobi
NC
ND
NE
New Delhi
New Providence
New South Wales
NH
NJ
NM
Noord Holland
Nord Pas-de-Calais
Nordrhein-Westfalen
Nottinghamshire
NS
NV
NY
OH
OK
ON
OR
PA
Panama
Picardie
Pichincha
Piedmonte
Poitou Charentes
PQ
Prague
Provence-Alpes-Côte d’Azur
Providencia
Queensland
Quintana Roo
Rhône-Alpes
RI
Rio de Janeiro
Rio Grande do Sul
Rogaland
Salzkammergut
San José
Santo Domingo
São Paulo
SC
Schleswig-Holstein
SD
Shanghai
Sichuan
Sinaloa
Singapore
South Glamorgan
St. George
Taipei
Taranaki
Tasmania
Tel Aviv
Tianjin
TN
Tokyo To
Tortola
TX
Ulaanbaatar
UT
Uusimaa
VA
Victoria
VT
WA
Waikato
Warsaw
Wellington
West Midlands
West Yorkshire
Western Australia
WI
WV
Customer_Name
Name Customer_Name
Data Type String
Prompt Enter full or partial Customer name (? = one character, * = rest of name)
Default Value
Dataset Reference
Valid Value
Dataset Reference
Order_Level
Name Order_Level
Data Type Float
Prompt Highlight orders over this amount
Default Value
Dataset Reference
Valid Value
Dataset Reference
Summary_Only
Name Summary_Only
Data Type Boolean
Prompt Display summary information only
Default Value
Dataset Reference
Valid Value
Dataset Reference
Values No : false
Yes : true
Group_By
Name Group_By
Data Type String
Prompt Group report by Country or Region
Default Value
Dataset Reference
Valid Value
Dataset Reference
Values Country
Region
Embedded Images
Picture_A71C16DB5FC6FA97CA22693727225E5E
Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Type jpeg
Page Header
Report Items
Field2_Customer_Name_Header
Name Field2_Customer_Name_Header
Type Text Box
Content =IIF ((UCase(Parameters!Customer_Name.Value) = "*"), ("All Customers"), IIF (( ((Instr(Parameters!Customer_Name.Value, "?")) > 0 Or (Instr(Parameters!Customer_Name.Value, "*")) > 0) ), ("Customers matching the pattern " + Parameters!Customer_Name.Value) , ("Customer: " + Parameters!Customer_Name.Value)))
Text2
Name Text2
Type Text Box
Content Orders over =Parameters!Order_Level.Value are highlighted
Visibility
Show or hide based on expression =Parameters!Summary_Only.Value
Body
Report Items
RectSection1
Name RectSection1
Type Rectangle
Text1
Name Text1
Type Text Box
Content 2000 Ad-Hoc Order Report
Field1_Regions_Chosen
Name Field1_Regions_Chosen
Type Text Box
Content =((((("Regions chosen: " + (Join(Parameters!Region.Value, ", "))) & Chr(13)) & "Date Range: ") & Parameters!Date_RangeStart.Value) & " - ") & Parameters!Date_RangeEnd.Value
Picture4
Name Picture4
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_A71C16DB5FC6FA97CA22693727225E5E
RectSection3
Name RectSection3
Type Rectangle
Text3
Name Text3
Type Text Box
Content Customer Name
Text4
Name Text4
Type Text Box
Content Region
Visibility
Show or hide based on expression =UCase(Parameters!Group_By.Value) = "Region"
Text5
Name Text5
Type Text Box
Content Order ID
Text6
Name Text6
Type Text Box
Content Order Amount
Text7
Name Text7
Type Text Box
Content Order Date
RectArea3
Name RectArea3
Type Rectangle
Field3
Name Field3
Type Text Box
Content =IIF ((UCase(Parameters!Group_By.Value) = "Country"), (Fields!Country.Value) , (Fields!Region.Value))
RectArea4
Name RectArea4
Type Rectangle
Section5FillBox
Name Section5FillBox
Type Rectangle
Customer_Name_1
Name Customer_Name_1
Type Text Box
Content =Fields!Customer_Name.Value
Region_1
Name Region_1
Type Text Box
Content =Fields!Region.Value
Visibility
Show or hide based on expression =UCase(Parameters!Group_By.Value) = "Region"
Order_ID
Name Order_ID
Type Text Box
Content =Fields!Order_ID.Value
Order_Amount
Name Order_Amount
Type Text Box
Content =Fields!Order_Amount.Value
Order_Date
Name Order_Date
Type Text Box
Content =Format(Fields!Order_Date.Value, "M/d/yyyy")
RectArea5
Name RectArea5
Type Rectangle
SummaryField9
Name SummaryField9
Type Text Box
Content =Sum (Fields!Order_Amount.Value)
SummaryField10
Name SummaryField10
Type Text Box
Content =Count (Fields!Order_ID.Value)
Text8
Name Text8
Type Text Box
Content orders
Text9
Name Text9
Type Text Box
Content Subtotal:
Text10
Name Text10
Type Text Box
Content orders
SummaryField11
Name SummaryField11
Type Text Box
Content =Count (Fields!Order_ID.Value, "DataSet1")
SummaryField12
Name SummaryField12
Type Text Box
Content =Sum (Fields!Order_Amount.Value, "DataSet1")
Text11
Name Text11
Type Text Box
Content Grand Total:
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Row Member 2
Group1
Name Group1
Expressions =IIF ((UCase(Parameters!Group_By.Value) = "Country"), (Fields!Country.Value) , (Fields!Region.Value))
Sort Expressions =IIF ((UCase(Parameters!Group_By.Value) = "Country"), (Fields!Country.Value) , (Fields!Region.Value))
Row Member 2
Row Member 3
Details
Name Details
Sort Expressions =Fields!Region.Value
Row Member 3
Row Member 5
Source Dataset DataSet1
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Record Sorting new3.rdl |
| Matches | 22 |
SSRS Report | |
Report Information
Description Report Title: Sorting and Section Coloring
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.Country, Customer.[Last Year's Sales], Customer.Region, Customer.[Customer Name]
FROM Customer Customer
WHERE ((Customer.Country = 'Belgium') OR (Customer.Country = 'Germany') OR (Customer.Country = 'France') OR (Customer.Country = 'England') OR (Customer.Country = 'Canada') OR (Customer.Country = 'Mexico') OR (Customer.Country = 'USA'))
ORDER BY Customer.Country, Customer.Region, Customer.[Last Year's Sales] DESC
Parameters
Fields
Country
Name Country
Source Country
Data Type String
Last_Year_s_Sales
Name Last_Year_s_Sales
Source [Last Year's Sales]
Data Type Decimal
Region
Name Region
Source Region
Data Type String
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Embedded Images
Picture_90F76FB8D5A625EA394F942110BD3471
Name Picture_90F76FB8D5A625EA394F942110BD3471
Type jpeg
Picture_6A6A5C3C493C1CF3356B8163696F60DF
Name Picture_6A6A5C3C493C1CF3356B8163696F60DF
Type jpeg
Picture_FB28B4C2D5109A53B569DFD87F011CBA
Name Picture_FB28B4C2D5109A53B569DFD87F011CBA
Type jpeg
Page Header
Report Items
RO_Header_Fade1
Name RO_Header_Fade1
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_90F76FB8D5A625EA394F942110BD3471
Text1
Name Text1
Type Text Box
Content Features: Record Selection Formula, Grouping, Sorting, Running Total, Highlighting, Hyperlink, Percentage Summary...
Text4
Name Text4
Type Text Box
Content Country
Text6
Name Text6
Type Text Box
Content Customer Name
Text5
Name Text5
Type Text Box
Content Region
Text3
Name Text3
Type Text Box
Content Last Year's Sales
Text2
Name Text2
Type Text Box
Content Running Total
Text8
Name Text8
Type Text Box
Content Crystal Migration Services - the # 1 to Convert Crystal Reports to SSRS
Actions
Go to URL http://www.crystalmigration.com/
Text9
Name Text9
Type Text Box
Content Pecentage
PrintDate1
Name PrintDate1
Type Text Box
Content =Format(Globals.ExecutionTime, "dd-MMM-yyyy")
PageNofM1
Name PageNofM1
Type Text Box
Content ="Page " & Globals.PageNumber & " of " & Globals.TotalPages
Body
Report Items
RectGroupHeaderArea1
Name RectGroupHeaderArea1
Type Rectangle
GroupNameCountry1
Name GroupNameCountry1
Type Text Box
Content =Fields!Country.Value
SummarySumofLastx0020Yearx0027sx0020Sales1
Name SummarySumofLastx0020Yearx0027sx0020Sales1
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value)
Text10
Name Text10
Type Text Box
Content Summary of =Fields!Country.Value
RectDetailArea1
Name RectDetailArea1
Type Rectangle
DetailSection1FillBox
Name DetailSection1FillBox
Type Rectangle
Last_Year_s_Sales
Name Last_Year_s_Sales
Type Text Box
Content =Fields!Last_Year_s_Sales.Value
Region
Name Region
Type Text Box
Content =Fields!Region.Value
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
RT_RTotal01_RTotal0
Name RT_RTotal01_RTotal0
Type Text Box
Content =RunningValue(Fields!Last_Year_s_Sales.Value, Sum, "Group1")
Pecentage1_Pecentage
Name Pecentage1_Pecentage
Type Text Box
Content =(Format ((Fields!Last_Year_s_Sales.Value / (Sum(Cdbl(Fields!Last_Year_s_Sales.Value), "Group1"))) * 100, "#,##0.00")) + "%"
RectGroupFooterArea1
Name RectGroupFooterArea1
Type Rectangle
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Group1
Name Group1
Expressions =Fields!Country.Value
Sort Expressions =Fields!Country.Value
Row Member 1
Row Member 2
Details
Name Details
Sort Expressions =Fields!Region.Value
=Fields!Last_Year_s_Sales.Value
Row Member 3
Source Dataset DataSet1
Page Footer
Report Items
RO_Footer_Fade1
Name RO_Footer_Fade1
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_6A6A5C3C493C1CF3356B8163696F60DF
RO_Tech_Support_link
Name RO_Tech_Support_link
Type Text Box
Content Crystal Migration Services Samples
Actions
Go to URL http://www.crystalmigration.com/Samples.aspx
RO_e_mail_Feedback
Name RO_e_mail_Feedback
Type Text Box
Content Contact us by Email
Actions
Go to URL mailto:support@crystalmigration.com
RO_Copyright_Information
Name RO_Copyright_Information
Type Text Box
Content Crystal Migration Services provides leading-edge conversion services that get the job done in seconds, and with a level of accuracy that other companies just don't have.
Don't wait, and don't spend more. Contact us today!
Picture1
Name Picture1
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_FB28B4C2D5109A53B569DFD87F011CBA
Actions
Go to URL http://www.crystalmigrater.com
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Running Totals Group.rdl |
| Matches | 17 |
SSRS Report | |
Report Information
Description Report Title: How to maintain running totals for a group
Report Author: � 2002 Crystal Decisions, Inc.
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.[Customer Name], Orders.[Order Amount], Orders.Shipped
FROM Customer Customer INNER JOIN Orders Orders ON Customer.[Customer ID]=Orders.[Customer ID]
ORDER BY Customer.[Customer Name], Orders.Shipped
Parameters
Fields
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Order_Amount
Name Order_Amount
Source [Order Amount]
Data Type Decimal
Shipped
Name Shipped
Source Shipped
Data Type Boolean
Embedded Images
Picture_9B686CFB00AA497757CA65E94EDA1223
Name Picture_9B686CFB00AA497757CA65E94EDA1223
Type jpeg
Page Header
Report Items
Text2
Name Text2
Type Text Box
Content Customer Name
Text4
Name Text4
Type Text Box
Content Order Amount
Text3
Name Text3
Type Text Box
Content Shipped
Text5
Name Text5
Type Text Box
Content RunningTotal
Text6
Name Text6
Type Text Box
Content How to maintain running totals for a group
Text10
Name Text10
Type Text Box
Content RunningTotal
(Only Shipped Values)
Body
Report Items
RectArea3
Name RectArea3
Type Rectangle
Field3
Name Field3
Type Text Box
Content =Fields!Customer_Name.Value
RectArea4
Name RectArea4
Type Rectangle
Order_Amount
Name Order_Amount
Type Text Box
Content =Fields!Order_Amount.Value
RT_Field7_GroupRunningTotal
Name RT_Field7_GroupRunningTotal
Type Text Box
Content =RunningValue(Fields!Order_Amount.Value, Sum, "Group1")
Shipped
Name Shipped
Type Text Box
Content =IIF(Fields!Shipped.Value , "Yes", "No")
RT_Field5_Conditional_GroupRunningTotal
Name RT_Field5_Conditional_GroupRunningTotal
Type Text Box
Content =RunningValue(IIF((Fields!Shipped.Value = True), Fields!Order_Amount.Value, 0), Sum, "Group1")
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
RectArea5
Name RectArea5
Type Rectangle
RT_Field8_GroupRunningTotal
Name RT_Field8_GroupRunningTotal
Type Text Box
Content =RunningValue(Fields!Order_Amount.Value, Sum, "Group1")
RT_Field11_Conditional_GroupRunningTotal
Name RT_Field11_Conditional_GroupRunningTotal
Type Text Box
Content =RunningValue(IIF((Fields!Shipped.Value = True), Fields!Order_Amount.Value, 0), Sum, "Group1")
RT_Field12_GrandRunningTotal
Name RT_Field12_GrandRunningTotal
Type Text Box
Content =Sum(Fields!Order_Amount.Value, "DataSet1")
RT_Field13_GrandConditional_RunningTotal
Name RT_Field13_GrandConditional_RunningTotal
Type Text Box
Content =Sum(Cdbl(IIF((Fields!Shipped.Value = True), Fields!Order_Amount.Value, 0)), "DataSet1")
Text11
Name Text11
Type Text Box
Content Grand Total
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Group1
Name Group1
Expressions =Fields!Customer_Name.Value
Sort Expressions =Fields!Customer_Name.Value
Row Member 1
Row Member 2
Details
Name Details
Sort Expressions =Fields!Shipped.Value
Row Member 3
Source Dataset DataSet1
Page Footer
Report Items
Field9
Name Field9
Type Text Box
Content =Globals!PageNumber
Picture2
Name Picture2
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_9B686CFB00AA497757CA65E94EDA1223
Actions
Go to URL http://www.crystaldecisions.com
Text7
Name Text7
Type Text Box
Content Crystal Care Support Site
Actions
Go to URL http://support.crystaldecisions.com
Text8
Name Text8
Type Text Box
Content © Copyright 2002 Crystal Decisions, Inc. All Rights Reserved.
Text9
Name Text9
Type Text Box
Content Feedback on Samples by E-mail
Actions
Go to URL mailto:crfeedback@crystaldecisions.com
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Record Selection.rdl |
| Matches | 17 |
SSRS Report | |
Report Information
Description Report Title: Record Selection
Report Author: © 2002 Crystal Decisions, Inc.
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String Data Source=CRMIGRATION\SQLExpress;Initial Catalog=Xtreme2005DB;User ID=;Password=;Integrated Security=True;
Data Provider SQL
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.Country, Customer.[Customer Name], Customer.Region, Customer.[Postal Code], Customer.[Last Year's Sales]
FROM Xtreme2005DB.dbo.Customer Customer
WHERE Customer.Country IN (@Country) And Customer.[Last Year's Sales] < 100000
ORDER BY Customer.Country
Parameters
@Country =Parameters!Country.Value
Fields
Country
Name Country
Source Country
Data Type String
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Region
Name Region
Source Region
Data Type String
Postal_Code
Name Postal_Code
Source [Postal Code]
Data Type String
Last_Year_s_Sales
Name Last_Year_s_Sales
Source [Last Year's Sales]
Data Type Decimal
Parameters
Country
Name Country
Data Type String
Prompt Choose Country to report on
MultiValue true
Default Value
Dataset Reference
Valid Value
Dataset Reference
Values Argentina
Aruba
Australia
Austria
Bahamas
Bangladesh
Barbados
Belgium
Bermuda
Bolivia
Brazil
British Virgin Islands
Canada
Chile
China
Colombia
Costa Rica
Czech Republic
Denmark
Dominican Republic
Ecuador
Egypt
England
Finland
France
Germany
Greece
Hungary
India
Indonesia
Ireland
Israel
Italy
Jamaica
Japan
usernameya
Luxembourg
Malaysia
Mexico
Mongolia
Nepal
Netherlands
New Zealand
Nicaragua
Northern Ireland
Norway
Pakistan
Panama
Peru
Philippines
Poland
Portugal
Romania
Russia
Saint Lucia
Saudi Arabia
Scotland
Singapore
South Africa
Spain
Sweden
Switzerland
Thailand
Turkey
Ukraine
United Arab Emirates
USA
Venezuela
Vietnam
Wales
Zimbabwe
Embedded Images
Picture_A71C16DB5FC6FA97CA22693727225E5E
Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Type jpeg
Picture_9B686CFB00AA497757CA65E94EDA1223
Name Picture_9B686CFB00AA497757CA65E94EDA1223
Type jpeg
Page Header
Report Items
Text4
Name Text4
Type Text Box
Text2
Name Text2
Type Text Box
Content Customer Name
Text3
Name Text3
Type Text Box
Content Region
Text5
Name Text5
Type Text Box
Content Postal Code
Text6
Name Text6
Type Text Box
Content Last Year's Sales
Text7
Name Text7
Type Text Box
Content How to create a record selection based on sales < 100000 and the Country chosen via the parameter prompt
Body
Report Items
Text1
Name Text1
Type Text Box
Content Record Selection
Field1
Name Field1
Type Text Box
Content =Format(Globals.ExecutionTime, "dd/MM/yyyy")
Field2
Name Field2
Type Text Box
Content =Format(Globals.ExecutionTime, "h:m:s tt")
Picture4
Name Picture4
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Text4_1
Name Text4_1
Type Text Box
Text2_1
Name Text2_1
Type Text Box
Content Customer Name
Text3_1
Name Text3_1
Type Text Box
Content Region
Text5_1
Name Text5_1
Type Text Box
Content Postal Code
Text6_1
Name Text6_1
Type Text Box
Content Last Year's Sales
Text7_1
Name Text7_1
Type Text Box
Content How to create a record selection based on sales < 100000 and the Country chosen via the parameter prompt
RectArea3
Name RectArea3
Type Rectangle
Field3
Name Field3
Type Text Box
Content =Fields!Country.Value
RectArea4
Name RectArea4
Type Rectangle
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
Region
Name Region
Type Text Box
Content =Fields!Region.Value
Postal_Code
Name Postal_Code
Type Text Box
Content =Fields!Postal_Code.Value
Last_Year_s_Sales
Name Last_Year_s_Sales
Type Text Box
Content =Fields!Last_Year_s_Sales.Value
RectArea5
Name RectArea5
Type Rectangle
SummaryField9
Name SummaryField9
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value)
SummaryField7
Name SummaryField7
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value, "DataSet1")
Text11
Name Text11
Type Text Box
Content Grand Total
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Group1
Name Group1
Expressions =Fields!Country.Value
Sort Expressions =Fields!Country.Value
Row Member 1
Row Member 2
Details
Name Details
Row Member 3
Source Dataset DataSet1
Page Footer
Report Items
Field10
Name Field10
Type Text Box
Content =Globals!PageNumber
Picture2
Name Picture2
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_9B686CFB00AA497757CA65E94EDA1223
Actions
Go to URL http://www.crystaldecisions.com
Text8
Name Text8
Type Text Box
Content Crystal Care Support Site
Actions
Go to URL http://support.crystaldecisions.com
Text9
Name Text9
Type Text Box
Content © Copyright 2002 Crystal Decisions, Inc. All Rights Reserved.
Text10
Name Text10
Type Text Box
Content Feedback on Samples by E-mail
Actions
Go to URL mailto:crfeedback@crystaldecisions.com
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Formulas.rdl |
| Matches | 16 |
SSRS Report | |
Report Information
Description Report Title: Add new formula features into your report
Report Author: © 2005 Business Objects
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.[Customer Name], Orders.[Order Date], Orders.[Ship Date], Customer.Country, Orders.[Order ID]
FROM Customer Customer INNER JOIN Orders Orders ON Customer.[Customer ID]=Orders.[Customer ID]
WHERE Customer.Country = 'Canada'
ORDER BY Customer.[Customer Name], Orders.[Order Date]
Parameters
Fields
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Order_Date
Name Order_Date
Source [Order Date]
Data Type DateTime
Ship_Date
Name Ship_Date
Source [Ship Date]
Data Type DateTime
Country
Name Country
Source Country
Data Type String
Order_ID
Name Order_ID
Source [Order ID]
Data Type Int32
Embedded Images
Picture_4EE66C82D46F0FAB90EEEE0E674AFCE0
Name Picture_4EE66C82D46F0FAB90EEEE0E674AFCE0
Type jpeg
Picture_A2D8E55F449BDCA6DA69F73BB67F1020
Name Picture_A2D8E55F449BDCA6DA69F73BB67F1020
Type jpeg
Custom Code
Public Shared HistoGram As String
Public Function Back_Color (ByVal dbField2 As Date, ByVal dbField1 As Date) As String
Dim deliverydays As Decimal = Len(For_Loop_Formula_Crystal_Syntax_ (dbField2, dbField1))
If deliverydays > 10 Then
Return "Red"
ElseIf (deliverydays >= 6 And deliverydays <= 10) Then
Return "Yellow"
Else
Return "White"
End If
End Function
Public Function Case_Statement_Basic_Syntax_ () As String
Dim formula As String
' Dim HistoGram As String
Select Case Len(HistoGram)
Case 0 to 5
formula = "Satisfactory"
Case 6 to 10
formula = "Over 5 business days. Flag this."
Case Else
formula = "Over 10 business days. Contact courier."
End Select
Return formula
End Function
Public Function For_Loop_Formula_Crystal_Syntax_ (ByVal dbField2 As Date, ByVal dbField1 As Date) As String
' WhilePrintingRecords
Dim i As Decimal
Dim delimit As Decimal = 0
HistoGram = ""
If (DateDiff("d", dbField1, dbField2)) >= 254 Then
delimit = 0
Else
delimit = (DateDiff("d", dbField1, dbField2))
End If
For i = 0 To delimit
HistoGram = (HistoGram + "6")
Next i
Return HistoGram
End Function
Page Header
Report Items
Text2
Name Text2
Type Text Box
Content Order ID
Text3
Name Text3
Type Text Box
Content Order Date
Text4
Name Text4
Type Text Box
Content Ship Date
Text5
Name Text5
Type Text Box
Content Histogram (Days)
Text6
Name Text6
Type Text Box
Content Shipment Status Message
Text7
Name Text7
Type Text Box
Content Add new formula features to your report
Text8
Name Text8
Type Text Box
Content Report on Shipping Status
Text14
Name Text14
Type Text Box
Text15
Name Text15
Type Text Box
Text17
Name Text17
Type Text Box
Content > 5 days
Text16
Name Text16
Type Text Box
Content > 10 days
Body
Report Items
Text1
Name Text1
Type Text Box
Content Formulas
Field1
Name Field1
Type Text Box
Content =Format(Globals.ExecutionTime, "MM/dd/yyyy")
Field2
Name Field2
Type Text Box
Content =Format(Globals.ExecutionTime, "h:m:s tt")
Picture1
Name Picture1
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_4EE66C82D46F0FAB90EEEE0E674AFCE0
Text2_1
Name Text2_1
Type Text Box
Content Order ID
Text3_1
Name Text3_1
Type Text Box
Content Order Date
Text4_1
Name Text4_1
Type Text Box
Content Ship Date
Text5_1
Name Text5_1
Type Text Box
Content Histogram (Days)
Text6_1
Name Text6_1
Type Text Box
Content Shipment Status Message
Text7_1
Name Text7_1
Type Text Box
Content Add new formula features to your report
Text8_1
Name Text8_1
Type Text Box
Content Report on Shipping Status
Text14_1
Name Text14_1
Type Text Box
Text15_1
Name Text15_1
Type Text Box
Text17_1
Name Text17_1
Type Text Box
Content > 5 days
Text16_1
Name Text16_1
Type Text Box
Content > 10 days
RectGroupHeaderArea1
Name RectGroupHeaderArea1
Type Rectangle
Field3
Name Field3
Type Text Box
Content =Fields!Customer_Name.Value
Text9
Name Text9
Type Text Box
Content @For Loop Formula
Text10
Name Text10
Type Text Box
Content @Case Statement (Basic Syntax)
RectArea4
Name RectArea4
Type Rectangle
Text18
Name Text18
Type Text Box
Order_ID
Name Order_ID
Type Text Box
Content =Fields!Order_ID.Value
Order_Date
Name Order_Date
Type Text Box
Content =Format(Fields!Order_Date.Value, "dd/MM/yyyy")
Ship_Date
Name Ship_Date
Type Text Box
Content =Format(Fields!Ship_Date.Value, "dd/MM/yyyy")
Field7_Case_Statement_Basic_Syntax_
Name Field7_Case_Statement_Basic_Syntax_
Type Text Box
Content =Code.Case_Statement_Basic_Syntax_ ()
Field8_For_Loop_Formula_Crystal_Syntax_
Name Field8_For_Loop_Formula_Crystal_Syntax_
Type Text Box
Content =Code.For_Loop_Formula_Crystal_Syntax_ (Fields!Ship_Date.Value, Fields!Order_Date.Value)
RectGroupFooterArea1
Name RectGroupFooterArea1
Type Rectangle
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Group1
Name Group1
Expressions =Fields!Customer_Name.Value
Sort Expressions =Fields!Customer_Name.Value
Row Member 1
Row Member 2
Details
Name Details
Sort Expressions =Fields!Order_Date.Value
Row Member 3
Source Dataset DataSet1
Data Visualizations
Graph2
Name Graph2
Type Chart
Category Member 1
Graph2_1_CategoryGroup
Name Graph2_1_CategoryGroup
Expressions =Format (Fields!Order_ID.Value, "##0")
Sort Expressions =Format (Fields!Order_ID.Value, "##0")
Label =Format (Fields!Order_ID.Value, "##0")
Series Member 1
Data Series ChartSeriesName0
Name ChartSeriesName0
Chart Area Default
Name Default
Primary Category Axis
Name Primary
Caption Order ID
Secondary Category Axis
Name Secondary
Caption Order ID
Primary Value Axis
Name Primary
Caption Days
Secondary Value Axis
Name Secondary
Caption Days
Source Dataset DataSet1
Page Footer
Report Items
Feedback_xx
Name Feedback_xx
Type Text Box
Content Feedback on Samples by E-mail
Support_xx
Name Support_xx
Type Text Box
Content Business Objects Technical Support Site
Actions
Go to URL http://www.businessobjects.com/support
BOLogo
Name BOLogo
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_A2D8E55F449BDCA6DA69F73BB67F1020
Actions
Go to URL http://www.businessobjects.com
Copyright_xx
Name Copyright_xx
Type Text Box
Content Copyright © 2005 Business Objects. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
PageNumber1
Name PageNumber1
Type Text Box
Content =Globals!PageNumber
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Group By Intervals.rdl |
| Matches | 17 |
SSRS Report | |
Report Information
Description Report Title: How to group data in intervals
Report Author: Copyright © 2004 Business Objects
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.[Last Year's Sales], Customer.[Customer Name], Customer.Region, Customer.[Postal Code], Customer.Country
FROM Customer Customer
ORDER BY Customer.[Customer Name]
Parameters
Fields
Last_Year_s_Sales
Name Last_Year_s_Sales
Source [Last Year's Sales]
Data Type Decimal
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Region
Name Region
Source Region
Data Type String
Postal_Code
Name Postal_Code
Source [Postal Code]
Data Type String
Country
Name Country
Source Country
Data Type String
Embedded Images
Picture_A2D8E55F449BDCA6DA69F73BB67F1020
Name Picture_A2D8E55F449BDCA6DA69F73BB67F1020
Type jpeg
Picture_A71C16DB5FC6FA97CA22693727225E5E
Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Type jpeg
Custom Code
Public Function Group_1_Order (ByVal dbField0 As Decimal) As String
If IsNothing(dbField0) Then
Return Nothing
ElseIf dbField0 < 10000.00 Then
Return "Less than $10,000"
ElseIf (dbField0 >= 10000.00 And dbField0 <= 25000.00) Then
Return "$10,000 to $25,000"
ElseIf dbField0 > 25000.00 Then
Return "Over $25,000"
Else
Return "Others"
End If
End Function
Public Function SortGroup_1_Order (ByVal dbField0 As Decimal) As Decimal
If IsNothing(dbField0) Then
Return 0
ElseIf dbField0 < 10000.00 Then
Return (-4)
ElseIf (dbField0 >= 10000.00 And dbField0 <= 25000.00) Then
Return (-3)
ElseIf dbField0 > 25000.00 Then
Return (-2)
Else
Return 0
End If
End Function
Page Header
Report Items
Text2
Name Text2
Type Text Box
Content Customer Name
Text3
Name Text3
Type Text Box
Content Region
Text4
Name Text4
Type Text Box
Content Country
Text5
Name Text5
Type Text Box
Content Last Year's Sales
Text6
Name Text6
Type Text Box
Content How to group data in intervals
Text7
Name Text7
Type Text Box
Content Postal Code
Body
Report Items
Text1
Name Text1
Type Text Box
Content Group Data in Intervals
Field1
Name Field1
Type Text Box
Content =Format(Globals.ExecutionTime, "M/d/yyyy")
Field2
Name Field2
Type Text Box
Content =Format(Globals.ExecutionTime, "h:m:s tt")
Picture4
Name Picture4
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_A71C16DB5FC6FA97CA22693727225E5E
Text2_1
Name Text2_1
Type Text Box
Content Customer Name
Text3_1
Name Text3_1
Type Text Box
Content Region
Text4_1
Name Text4_1
Type Text Box
Content Country
Text5_1
Name Text5_1
Type Text Box
Content Last Year's Sales
Text6_1
Name Text6_1
Type Text Box
Content How to group data in intervals
Text7_1
Name Text7_1
Type Text Box
Content Postal Code
RectArea3
Name RectArea3
Type Rectangle
Field3
Name Field3
Type Text Box
Content =Code.Group_1_Order (Fields!Last_Year_s_Sales.Value)
RectArea4
Name RectArea4
Type Rectangle
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
Postal_Code
Name Postal_Code
Type Text Box
Content =Fields!Postal_Code.Value
Country
Name Country
Type Text Box
Content =Fields!Country.Value
Last_Year_s_Sales
Name Last_Year_s_Sales
Type Text Box
Content =Fields!Last_Year_s_Sales.Value
Region
Name Region
Type Text Box
Content =Fields!Region.Value
RectArea5
Name RectArea5
Type Rectangle
SummaryField9
Name SummaryField9
Type Text Box
Content =Sum (Fields!Last_Year_s_Sales.Value)
Text8
Name Text8
Type Text Box
Content Total:
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Group1
Name Group1
Expressions =Code.Group_1_Order (Fields!Last_Year_s_Sales.Value)
Sort Expressions =Code.SortGroup_1_Order (Fields!Last_Year_s_Sales.Value)
Row Member 1
Row Member 2
Details
Name Details
Sort Expressions =Fields!Customer_Name.Value
Row Member 3
Source Dataset DataSet1
Page Footer
Report Items
Field10
Name Field10
Type Text Box
Content =Globals!PageNumber
Picture2
Name Picture2
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_A2D8E55F449BDCA6DA69F73BB67F1020
Actions
Go to URL http://www.businessobjects.com
Text9
Name Text9
Type Text Box
Content Business Objects Technical Support Site
Actions
Go to URL http://support.businessobjects.com
Text10
Name Text10
Type Text Box
Content Copyright 2004 Business Objects Software Limited. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, Crystal Enterprise, Crystal Analysis, WebIntelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects and its affiliates in the United States and/or other countries. Other trademarks are the property of their respective owners. Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Text11
Name Text11
Type Text Box
Content Feedback on Samples by E-mail
Actions
Go to URL mailto:crfeedback@businessobjects.com
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Form Letter2.rdl |
| Matches | 34 |
SSRS Report | |
Report Information
Description Report Title: Form Letter
Report Author: George Peck
Report Comments: Form letter demonstrating several techniques used for text and formula manipulation
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.[Customer Name], Customer.[Contact First Name], Customer.[Contact Last Name], Customer.[Contact Title], Customer.Address1, Customer.[Contact Position], Customer.City, Customer.Region, Customer.[Postal Code], Customer.[Last Year's Sales], Customer.Address2, Customer.Country
FROM Customer Customer
WHERE ((Customer.Country = 'USA') OR (Customer.Country = 'Japan') OR (Customer.Country = 'China') OR (Customer.Country = 'Canada') OR (Customer.Country = 'France') OR (Customer.Country = 'Italy') OR (Customer.Country = 'Australis'))
Parameters
Fields
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Contact_First_Name
Name Contact_First_Name
Source [Contact First Name]
Data Type String
Contact_Last_Name
Name Contact_Last_Name
Source [Contact Last Name]
Data Type String
Contact_Title
Name Contact_Title
Source [Contact Title]
Data Type String
Address1
Name Address1
Source Address1
Data Type String
Contact_Position
Name Contact_Position
Source [Contact Position]
Data Type String
City
Name City
Source City
Data Type String
Region
Name Region
Source Region
Data Type String
Postal_Code
Name Postal_Code
Source [Postal Code]
Data Type String
Last_Year_s_Sales
Name Last_Year_s_Sales
Source [Last Year's Sales]
Data Type Decimal
Address2
Name Address2
Source Address2
Data Type String
Country
Name Country
Source Country
Data Type String
Embedded Images
Picture_913956714AE9BFC85EE1F1434D4FBA95
Name Picture_913956714AE9BFC85EE1F1434D4FBA95
Type jpeg
Custom Code
Public Function Sales_Goal (ByVal dbField9 As Decimal) As Decimal
Dim Goal As Decimal
Select Case dbField9
Case 0 to 10000
Goal = ((dbField9 * 1.2) + 25000)
Case 10001 to 25000
Goal = ((dbField9 * 1.15) + 25000)
Case 25001 to 50000
Goal = (dbField9 * 1.25)
Case Else
Goal = (dbField9 * 1.15)
End Select
End Function
Body
Report Items
RectDetailSection1
Name RectDetailSection1
Type Rectangle
PrintDate1
Name PrintDate1
Type Text Box
Content =Format(Globals.ExecutionTime, "MMMM d, yyyy")
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
Address1
Name Address1
Type Text Box
Content =Fields!Address1.Value
ContactName1_Contact_Name
Name ContactName1_Contact_Name
Type Text Box
Content =(((((Fields!Contact_Title.Value & " ") & Fields!Contact_First_Name.Value) & " ") & Fields!Contact_Last_Name.Value) & ", ") & Fields!Contact_Position.Value
Picture1
Name Picture1
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_913956714AE9BFC85EE1F1434D4FBA95
RectDetailSection2
Name RectDetailSection2
Type Rectangle
Address2
Name Address2
Type Text Box
Content =Fields!Address2.Value
RectDetailSection3
Name RectDetailSection3
Type Rectangle
CityStateZip1_City_State_Zip
Name CityStateZip1_City_State_Zip
Type Text Box
Content =(((Fields!City.Value & ", ") & Fields!Region.Value) & " ") & Fields!Postal_Code.Value
Salutation1_Salutation
Name Salutation1_Salutation
Type Text Box
Content =((("Dear " & Fields!Contact_Title.Value) & " ") & Fields!Contact_Last_Name.Value) & ","
RectDetailSection6
Name RectDetailSection6
Type Rectangle
Text3
Name Text3
Type Text Box
Content =("Thanks for purchasing " & (Format (Fields!Last_Year_s_Sales.Value, "#,##0"))) & " in merchandise last year." We truly appreciate your business, and trust that you found the quality of XTREME products to meet your expectations in every way.
However, we are concerned that orders from =Fields!Customer_Name.Value didn't meet our coordinated goal of at least $25,000 last year.
We think that our products speak for themselves. And, we think when you look carefully at our line of high quality bicycles and accessories, you'll find that your customers will be happiest with XTREME products as well. So, as an incentive to increase sales of XTREME products in the coming year, we're doing two things:
FExtending =Fields!Customer_Name.Value a 15 percent discount on new orders between now and the end of the year.
FHolding a special gift with =IIF ((Right(Fields!Contact_Last_Name.Value, 1) = "s"), (((((Fields!Contact_Title.Value & " ") & Fields!Contact_First_Name.Value) & " ") & Fields!Contact_Last_Name.Value) & "'") , (((((Fields!Contact_Title.Value & " ") & Fields!Contact_First_Name.Value) & " ") & Fields!Contact_Last_Name.Value) & "'s")) name on it. As soon as sales this year exceed our agreed-upon goal of =Code.Sales_Goal (Fields!Last_Year_s_Sales.Value), we'll put this gift right in the mail to you!
Together, we can work harder this year to not only improve our business relationship, but to provide your customers with the most fun, state-of-the-art, and reliable products in the industry!
RectDetailSection4
Name RectDetailSection4
Type Rectangle
Text4
Name Text4
Type Text Box
Content =("Thanks for purchasing " & (Format (Fields!Last_Year_s_Sales.Value, "#,##0"))) & " in merchandise last year." We truly appreciate your business, and trust that you found the quality of XTREME products to meet your expectations in every way.
Not only did you exceed our common $25,000 goal for last year, but you helped "spread the word" on XTREME quality and value.
We think that our products speak for themselves. And, we're glad that =Fields!Customer_Name.Value recognizes this and passes the enthusiasm on to your customers. As thanks for your help in making last year the most successful in XTREME history, we're doing two things:
FExtending =Fields!Customer_Name.Value a 10 percent discount on new orders between now and the end of the year.
FPutting in the mail a special gift with =IIF ((Right(Fields!Contact_Last_Name.Value, 1) = "s"), (((((Fields!Contact_Title.Value & " ") & Fields!Contact_First_Name.Value) & " ") & Fields!Contact_Last_Name.Value) & "'") , (((((Fields!Contact_Title.Value & " ") & Fields!Contact_First_Name.Value) & " ") & Fields!Contact_Last_Name.Value) & "'s")) name on it. Look for it to arrive on your doorstep soon!
But, we're not resting here. We have aggressive goals for rolling out new, innovative products for the coming year. And, we are sharing our aggressive sales goals with our most successful dealers. We plan on working hard with you to attain sales of =Code.Sales_Goal (Fields!Last_Year_s_Sales.Value) during the coming year. Together, we can work harder this year to not only improve our business relationship, but to provide your customers with the most fun, state-of-the-art, and reliable products in the industry!
RectDetailSection5
Name RectDetailSection5
Type Rectangle
Text5
Name Text5
Type Text Box
Content Again, =Fields!Contact_First_Name.Value, thank you so much for your support and confidence in XTREME Mountain Bikes during the previous year. We're looking eagerly forward to continuing our great relationship into the future.
Sincerely,
Text1
Name Text1
Type Text Box
Content Andrew Fuller
Vice President, Sales
Data Regions
Tablix1
Name Tablix1
Type Table
Row Member 1
Details
Name Details
Row Member 1
Row Member 2
Row Member 3
Source Dataset DataSet1
|
| Location | Local or Network Folders |
| Type | SSRS Report |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\SSRS\ |
| Document | Mailing Label.rdl |
| Matches | 14 |
SSRS Report | |
Report Information
Description Report Title: Mail Labels
Report Author: Copyright © 2004 Business Objects
Report Comments: Mail labels with To: Department/Customer Name and Address, and From: Your Company Name and Address and company logo.
Converted By: Crystal Migration Services, support@crystalmigrater.com
Data Sources
DataSource1
Name DataSource1
Connection String DSN=Xtreme Sample Database 11.5;
Data Provider ODBC
Datasets
DataSet1
Name DataSet1
Query
Data Source DataSource1
CommandText
SELECT Customer.Region, Customer.City, Customer.Address2, Customer.Address1, Customer.[Customer Name], Customer.[Postal Code], Customer.Country
FROM Customer Customer
Parameters
Fields
Region
Name Region
Source Region
Data Type String
City
Name City
Source City
Data Type String
Address2
Name Address2
Source Address2
Data Type String
Address1
Name Address1
Source Address1
Data Type String
Customer_Name
Name Customer_Name
Source [Customer Name]
Data Type String
Postal_Code
Name Postal_Code
Source [Postal Code]
Data Type String
Country
Name Country
Source Country
Data Type String
Embedded Images
Picture_5494AAD0F891ACBDCD689F0B6EB8627C
Name Picture_5494AAD0F891ACBDCD689F0B6EB8627C
Type jpeg
Body
Report Items
MultiCol_Contents
Name MultiCol_Contents
Type Rectangle
InnerMatrix_Rectangle
Name InnerMatrix_Rectangle
Type Rectangle
Box1
Name Box1
Type Rectangle
Box2
Name Box2
Type Rectangle
Text1
Name Text1
Type Text Box
Content To:
Text2
Name Text2
Type Text Box
Content Attn: Shipping/Receiving
Customer_Name
Name Customer_Name
Type Text Box
Content =Fields!Customer_Name.Value
Field2_To_Address
Name Field2_To_Address
Type Text Box
Content =IIF ((IsNothing(Fields!Address2.Value)), (Fields!Address1.Value) , ((Fields!Address2.Value + ", ") + Fields!Address1.Value))
Field3_To_city_state
Name Field3_To_city_state
Type Text Box
Content =IIF ((IsNothing(Fields!Region.Value)), (Fields!City.Value), IIF (( IsNothing(Fields!City.Value) ), (Fields!Region.Value) , ((Fields!City.Value + ", ") + Fields!Region.Value)))
Postal_Code
Name Postal_Code
Type Text Box
Content =Fields!Postal_Code.Value
Country
Name Country
Type Text Box
Content =Fields!Country.Value
Text3
Name Text3
Type Text Box
Content Xtreme Mountain Bikes, Inc.
Text4
Name Text4
Type Text Box
Content 2001 Meridian Way
Text5
Name Text5
Type Text Box
Content Vancouver, BC
Text6
Name Text6
Type Text Box
Content Canada, V6G 3G6
Picture1
Name Picture1
Type Image
Source Type Embedded Image Name
Embedded Image Name Picture_5494AAD0F891ACBDCD689F0B6EB8627C
Actions
Go to URL http://www.businessobjects.com
Data Regions
MultiCol
Name MultiCol
Type Table
Row Member 1
MultiCol_Details_Group
Name MultiCol_Details_Group
Expressions =Ceiling(RowNumber(Nothing)/2)
Source Dataset DataSet1
InnerMatrix
Name InnerMatrix
Type Table
Column Member 1
InnerMatrix_ColumnGroup
Name InnerMatrix_ColumnGroup
Expressions =RowNumber("MultiCol_Details_Group")
Source Dataset DataSet1
|
| Location | Tableau Server |
| Type | Tableau Datasource |
| Host | http://repository9/#/ |
| Filepath or Database | Default/ |
| Document | CustOrdersOrders (Northwind) |
| Matches | 1 |
Tableau Datasource | |
Connection
Data Sources
Data Source: database1
Attributes
authentication: sqlserver
class: sqlserver
dbname: Northwind
odbc-native-protocol: yes
server: database1
username: sa
workgroup-auth-mode: prompt
Stored Procedures
Stored Procedure: CustOrdersOrders
Database Object: [dbo].[CustOrdersOrders]
Connection: database1
Parameters
Parameter: @CustomerID
Parameter: [Parameters].[Parameter 1]
Default Value: "BOTTM"
Measure
CustOrdersOrders
Measure: OrderID
Role: Continous Measure
Remote Column: [CustOrdersOrders].[OrderID]
Data Type: integer
Aggregation: Sum
Measure: OrderDate
Role: Continous Measure
Remote Column: [CustOrdersOrders].[OrderDate]
Data Type: datetime
Aggregation: Year
Measure: RequiredDate
Role: Continous Measure
Remote Column: [CustOrdersOrders].[RequiredDate]
Data Type: datetime
Aggregation: Year
Measure: ShippedDate
Role: Continous Measure
Remote Column: [CustOrdersOrders].[ShippedDate]
Data Type: datetime
Aggregation: Year
Calculated/Other
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Parameter
Calculated/Other
Measure: Parameter_storedProc
Role: Discrete Measure
Data Type: string
Formula: "BOTTM"
Default Value: "BOTTM"
Parameter Type: list
Semantic Values
[Country].[Name]: "Canada"
|
| Location | Tableau Server |
| Type | Tableau Datasource |
| Host | http://repository9/#/ |
| Filepath or Database | Default/ |
| Document | Email Notices Activity+ (SAP App Center leads) |
| Matches | 2 |
Tableau Datasource | |
Connection
Data Sources
Data Source: SAP App Center leads
Attributes
class: excel-direct
cleaning: no
compat: no
filename: Data/Marketing/SAP App Center leads.xlsx
interpretationMode: 0
validate: no
workgroup-auth-mode: as-is
Tables
Table: Email Notices Activity
Database Object: ['Email Notices Activity$']
Connection: SAP App Center leads
Excel Grid Origin: A1:F151:no:A1:F151:0
Table: New User Registrations
Database Object: ['New User Registrations$']
Connection: SAP App Center leads
Excel Grid Origin: A1:D20:no:A1:D20:0
Table: Trial Licenses Issued
Database Object: ['Trial Licenses Issued$']
Connection: SAP App Center leads
Excel Grid Origin: A1:G20:no:A1:G20:0
Measure
Calculated/Other
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: emailtrack_address
Role: Continous Measure
Remote Column: [Email Notices Activity+].[emailtrack_address]
Data Type: string
Aggregation: Count
Measure: User_name
Role: Continous Measure
Remote Column: [Email Notices Activity+].[User_name]
Data Type: string
Aggregation: Count
Measure: Customer
Role: Continous Measure
Remote Column: [Email Notices Activity+].[Customer]
Data Type: string
Aggregation: Count
Measure: Email_Subject
Role: Continous Measure
Remote Column: [Email Notices Activity+].[Email_Subject]
Data Type: string
Aggregation: Count
Measure: emailtrack_action
Role: Continous Measure
Remote Column: [Email Notices Activity+].[emailtrack_action]
Data Type: string
Aggregation: Count
Measure: Action_Date
Role: Continous Measure
Remote Column: [Email Notices Activity+].[Action_Date]
Data Type: datetime
Aggregation: Year
Measure: user_loginid
Role: Continous Measure
Remote Column: [Email Notices Activity+].[user_loginid]
Data Type: string
Aggregation: Count
Measure: user_registrationdate
Role: Continous Measure
Remote Column: [Email Notices Activity+].[user_registrationdate]
Data Type: datetime
Aggregation: Year
Measure: userlicense_issuedate
Role: Continous Measure
Remote Column: [Email Notices Activity+].[userlicense_issuedate]
Data Type: datetime
Aggregation: Year
Measure: userlicense_activationlimit
Role: Continous Measure
Remote Column: [Email Notices Activity+].[userlicense_activationlimit]
Data Type: integer
Aggregation: Sum
Measure: product_desc
Role: Continous Measure
Remote Column: [Email Notices Activity+].[product_desc]
Data Type: string
Aggregation: Count
Measure: licensetype_desc
Role: Continous Measure
Remote Column: [Email Notices Activity+].[licensetype_desc]
Data Type: string
Aggregation: Count
Measure: Sheet
Role: Continous Measure
Remote Column: [Email Notices Activity+].[Sheet]
Data Type: string
Aggregation: Count
Measure: Table Name
Role: Continous Measure
Remote Column: [Email Notices Activity+].[Table Name]
Data Type: string
Aggregation: Count
Semantic Values
[Country].[Name]: "Canada"
|
| Location | Tableau Server |
| Type | Tableau Datasource |
| Host | http://repository9/#/ |
| Filepath or Database | Default/ |
| Document | database1 |
| Matches | 31 |
Tableau Datasource | |
Connection
Data Sources
Data Source: database1
Attributes
class: mysql
dbname: sakila
port: 3308
server: database1
username: root
workgroup-auth-mode: prompt
Tables
Table: customer
Database Object: [customer]
Connection: database1
Table: country
Database Object: [country]
Connection: database1
Table: customer_list
Database Object: [customer_list]
Connection: database1
Table: store
Database Object: [store]
Connection: database1
Table: sales_by_store
Database Object: [sales_by_store]
Connection: database1
Custom Queries
Query: Custom SQL Query
Connection: database1
Custom Query: select * from rental
Query: Custom SQL Query1
Connection: database1
Custom Query: select * from customer where customer_id = <[Parameters].[Parameter 1]>
Dimension
country
Dimension: Country
Role: Discrete Dimension
Remote Column: [country].[country]
Data Type: string
Dimension: Country Id
Role: Discrete Dimension
Remote Column: [country].[country_id]
Data Type: integer
Dimension: Last Update (Country)
Role: Discrete Dimension
Remote Column: [country].[last_update]
Data Type: datetime
customer
Dimension: Address Id
Role: Discrete Dimension
Remote Column: [customer].[address_id]
Data Type: integer
Aggregation: Sum
Dimension: Create Date
Role: Discrete Dimension
Remote Column: [customer].[create_date]
Data Type: datetime
Dimension: Customer Id
Role: Discrete Dimension
Remote Column: [customer].[customer_id]
Data Type: integer
Dimension: Email
Role: Discrete Dimension
Remote Column: [customer].[email]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [customer].[first_name]
Data Type: string
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [customer].[last_name]
Data Type: string
Dimension: Last Update
Role: Discrete Dimension
Remote Column: [customer].[last_update]
Data Type: datetime
Dimension: Store Id
Role: Discrete Dimension
Remote Column: [customer].[store_id]
Data Type: integer
Aggregation: Sum
customer_list
Dimension: ID
Role: Discrete Dimension
Remote Column: [customer_list].[ID]
Data Type: integer
Dimension: Address
Role: Discrete Dimension
Remote Column: [customer_list].[address]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [customer_list].[city]
Data Type: string
Dimension: Country (Customer List)
Role: Discrete Dimension
Remote Column: [customer_list].[country]
Data Type: string
Dimension: Name
Role: Discrete Dimension
Remote Column: [customer_list].[name]
Data Type: string
Dimension: Notes
Role: Discrete Dimension
Remote Column: [customer_list].[notes]
Data Type: string
Dimension: Phone
Role: Discrete Dimension
Remote Column: [customer_list].[phone]
Data Type: string
Dimension: Zip Code
Role: Discrete Dimension
Remote Column: [customer_list].[zip code]
Data Type: string
sales_by_store
Dimension: Manager
Role: Discrete Dimension
Remote Column: [sales_by_store].[manager]
Data Type: string
Dimension: Store
Role: Discrete Dimension
Remote Column: [sales_by_store].[store]
Data Type: string
store
Dimension: Address Id (Store)
Role: Discrete Dimension
Remote Column: [store].[address_id]
Data Type: integer
Aggregation: Sum
Dimension: Last Update (Store)
Role: Discrete Dimension
Remote Column: [store].[last_update]
Data Type: datetime
Dimension: Manager Staff Id
Role: Discrete Dimension
Remote Column: [store].[manager_staff_id]
Data Type: integer
Aggregation: Sum
Dimension: Store Id (Store)
Role: Discrete Dimension
Remote Column: [store].[store_id]
Data Type: integer
Aggregation: Sum
Measure
Custom SQL Query
Measure: rental_id
Role: Continous Measure
Remote Column: [Custom SQL Query].[rental_id]
Data Type: integer
Aggregation: Sum
Measure: rental_date
Role: Continous Measure
Remote Column: [Custom SQL Query].[rental_date]
Data Type: datetime
Aggregation: Year
Measure: inventory_id
Role: Continous Measure
Remote Column: [Custom SQL Query].[inventory_id]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query)
Role: Continous Measure
Remote Column: [Custom SQL Query].[customer_id]
Data Type: integer
Aggregation: Sum
Measure: return_date
Role: Continous Measure
Remote Column: [Custom SQL Query].[return_date]
Data Type: datetime
Aggregation: Year
Measure: staff_id
Role: Continous Measure
Remote Column: [Custom SQL Query].[staff_id]
Data Type: integer
Aggregation: Sum
Measure: last_update (Custom SQL Query)
Role: Continous Measure
Remote Column: [Custom SQL Query].[last_update]
Data Type: datetime
Aggregation: Year
Custom SQL Query1
Measure: customer_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[customer_id]
Data Type: integer
Aggregation: Sum
Measure: store_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[store_id]
Data Type: integer
Aggregation: Sum
Measure: first_name (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[first_name]
Data Type: string
Aggregation: Count
Measure: last_name (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[last_name]
Data Type: string
Aggregation: Count
Measure: email (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[email]
Data Type: string
Aggregation: Count
Measure: address_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[address_id]
Data Type: integer
Aggregation: Sum
Measure: active (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[active]
Data Type: integer
Aggregation: Sum
Measure: create_date (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[create_date]
Data Type: datetime
Aggregation: Year
Measure: last_update (Custom SQL Query1)
Role: Continous Measure
Remote Column: [Custom SQL Query1].[last_update]
Data Type: datetime
Aggregation: Year
customer
Measure: Active
Role: Continous Measure
Remote Column: [customer].[active]
Data Type: integer
customer_list
Measure: SID
Role: Continous Measure
Remote Column: [customer_list].[SID]
Data Type: integer
Aggregation: Sum
sales_by_store
Measure: Total Sales
Role: Continous Measure
Remote Column: [sales_by_store].[total_sales]
Data Type: real
Calculated/Other
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Parameter
Calculated/Other
Measure: Cust_Prompt
Role: Continous Measure
Data Type: integer
Formula: 1
Default Value: 1
Parameter Type: list
Semantic Values
[Country].[Name]: "Canada"
|
| Location | Tableau Server |
| Type | Tableau Datasource |
| Host | http://repository9/#/ |
| Filepath or Database | Default/ |
| Document | DEMO_CUSTOMERS (FINDITEZ) |
| Matches | 16 |
Tableau Datasource | |
Connection
Data Sources
Data Source: DATABASE1
Attributes
authentication: RDBMS
class: oracle
port: 1521
schema: FINDITEZ
server: DATABASE1
service: XE
username: FINDITEZ
workgroup-auth-mode: prompt
Tables
Table: DEMO_CUSTOMERS
Database Object: [FINDITEZ].[DEMO_CUSTOMERS]
Connection: DATABASE1
Dimension
DEMO_CUSTOMERS
Dimension: Customer Id
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUSTOMER_ID]
Data Type: real
Dimension: Cust City
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_CITY]
Data Type: string
Dimension: Cust Email
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_EMAIL]
Data Type: string
Dimension: Cust First Name
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_FIRST_NAME]
Data Type: string
Dimension: Cust Last Name
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_LAST_NAME]
Data Type: string
Dimension: Cust Postal Code
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_POSTAL_CODE]
Data Type: string
Dimension: Cust State
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_STATE]
Data Type: string
Dimension: Cust Street Address1
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_STREET_ADDRESS1]
Data Type: string
Dimension: Cust Street Address2
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[CUST_STREET_ADDRESS2]
Data Type: string
Dimension: Phone Number1
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[PHONE_NUMBER1]
Data Type: string
Dimension: Phone Number2
Role: Discrete Dimension
Remote Column: [DEMO_CUSTOMERS].[PHONE_NUMBER2]
Data Type: string
Measure
DEMO_CUSTOMERS
Measure: Credit Limit
Role: Continous Measure
Remote Column: [DEMO_CUSTOMERS].[CREDIT_LIMIT]
Data Type: real
Calculated/Other
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "Canada"
|
| Location | Tableau Server |
| Type | Tableau Datasource |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Requests |
| Matches | 2 |
Tableau Datasource | |
Connection
Data Sources
Data Source: ven01911
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:ServiceNowITSM-ServiceNowITSM
connectionData: {"connectorName":"ServiceNow ITSM","apiScheme":"https","apiDomain":"service-now.com","apiVersion":"v1","pagination":{"batchSize":500},"userFilters":{"dateRange":730},"authStrategy":"basic","selectedFilter":"dateRange"}
connectionName: ven01911
filename: servicenow.html
path: /servicenow/servicenow/1/
port: 443
server: connectors.tableau.com
username: {"user":"","apiInstance":""}
workgroup-auth-mode: as-is
Tables
Table: Task
Database Object: [task]
Connection: ven01911
Table: Request
Database Object: [sc_request]
Connection: ven01911
Table: Requested Item
Database Object: [sc_req_item]
Connection: ven01911
Table: Catalog Item
Database Object: [sc_cat_item]
Connection: ven01911
Dimension
Catalog Item
Dimension: Active (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[active]
Data Type: boolean
Dimension: Availability
Role: Discrete Dimension
Remote Column: [Catalog Item].[availability]
Data Type: string
Dimension: Billable (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[billable]
Data Type: boolean
Dimension: Category
Role: Discrete Dimension
Remote Column: [Catalog Item].[category]
Data Type: string
Dimension: Cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[custom_cart]
Data Type: string
Dimension: Execution Plan
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_plan]
Data Type: string
Dimension: Delivery plan script
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_plan_script]
Data Type: string
Dimension: Delivery time
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_time]
Data Type: datetime
Dimension: Description (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[description]
Data Type: string
Dimension: Entitlement script
Role: Discrete Dimension
Remote Column: [Catalog Item].[entitlement_script]
Data Type: string
Dimension: Fulfillment group
Role: Discrete Dimension
Remote Column: [Catalog Item].[group]
Data Type: string
Dimension: Icon
Role: Discrete Dimension
Remote Column: [Catalog Item].[icon]
Data Type: string
Dimension: Ignore price
Role: Discrete Dimension
Remote Column: [Catalog Item].[ignore_price]
Data Type: boolean
Dimension: Image
Role: Discrete Dimension
Remote Column: [Catalog Item].[image]
Data Type: string
Dimension: List Price
Role: Discrete Dimension
Remote Column: [Catalog Item].[list_price]
Data Type: string
Dimension: Location (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[location]
Data Type: string
Dimension: Meta
Role: Discrete Dimension
Remote Column: [Catalog Item].[meta]
Data Type: string
Dimension: Hide price (mobile listings)
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_hide_price]
Data Type: boolean
Dimension: Mobile Picture
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_picture]
Data Type: string
Dimension: Mobile Picture Type
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_picture_type]
Data Type: string
Dimension: Model
Role: Discrete Dimension
Remote Column: [Catalog Item].[model]
Data Type: string
Dimension: Name
Role: Discrete Dimension
Remote Column: [Catalog Item].[name]
Data Type: string
Dimension: No cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_cart]
Data Type: boolean
Dimension: No order
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_order]
Data Type: boolean
Dimension: No order now
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_order_now]
Data Type: boolean
Dimension: No proceed checkout
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_proceed_checkout]
Data Type: boolean
Dimension: No quantity
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_quantity]
Data Type: boolean
Dimension: No search
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_search]
Data Type: boolean
Dimension: Omit price in cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[omit_price]
Data Type: boolean
Dimension: Ordered item link
Role: Discrete Dimension
Remote Column: [Catalog Item].[ordered_item_link]
Data Type: string
Dimension: Picture
Role: Discrete Dimension
Remote Column: [Catalog Item].[picture]
Data Type: string
Dimension: Preview link
Role: Discrete Dimension
Remote Column: [Catalog Item].[preview]
Data Type: string
Dimension: Price (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[price]
Data Type: string
Dimension: Recurring Price Frequency (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[recurring_frequency]
Data Type: string
Dimension: Recurring price
Role: Discrete Dimension
Remote Column: [Catalog Item].[recurring_price]
Data Type: string
Dimension: Roles
Role: Discrete Dimension
Remote Column: [Catalog Item].[roles]
Data Type: string
Dimension: Catalogs
Role: Discrete Dimension
Remote Column: [Catalog Item].[sc_catalogs]
Data Type: string
Dimension: Created from item design
Role: Discrete Dimension
Remote Column: [Catalog Item].[sc_ic_item_staging]
Data Type: string
Dimension: Short description (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[short_description]
Data Type: string
Dimension: Start closed
Role: Discrete Dimension
Remote Column: [Catalog Item].[start_closed]
Data Type: boolean
Dimension: Class
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_class_name]
Data Type: string
Dimension: Created by (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_created_by]
Data Type: string
Dimension: Created (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_created_on]
Data Type: datetime
Dimension: Customer update
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_customer_update]
Data Type: boolean
Dimension: Sys ID (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_id]
Data Type: string
Dimension: Display name
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_name]
Data Type: string
Dimension: Package
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_package]
Data Type: string
Dimension: Protection policy
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_policy]
Data Type: string
Dimension: Replace on upgrade
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_replace_on_upgrade]
Data Type: boolean
Dimension: Application
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_scope]
Data Type: string
Dimension: Update name
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_update_name]
Data Type: string
Dimension: Updated by (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_updated_by]
Data Type: string
Dimension: Updated (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_updated_on]
Data Type: datetime
Dimension: Template
Role: Discrete Dimension
Remote Column: [Catalog Item].[template]
Data Type: string
Dimension: Type
Role: Discrete Dimension
Remote Column: [Catalog Item].[type]
Data Type: string
Dimension: Use cart layout
Role: Discrete Dimension
Remote Column: [Catalog Item].[use_sc_layout]
Data Type: boolean
Dimension: Vendor
Role: Discrete Dimension
Remote Column: [Catalog Item].[vendor]
Data Type: string
Dimension: Visible on Bundles
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_bundle]
Data Type: boolean
Dimension: Visible on Guides
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_guide]
Data Type: boolean
Dimension: Visible elsewhere
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_standalone]
Data Type: boolean
Dimension: Workflow
Role: Discrete Dimension
Remote Column: [Catalog Item].[workflow]
Data Type: string
Request
Dimension: Active (Request)
Role: Discrete Dimension
Remote Column: [Request].[active]
Data Type: boolean
Dimension: Activity due (Request)
Role: Discrete Dimension
Remote Column: [Request].[activity_due]
Data Type: datetime
Dimension: Additional assignee list (Request)
Role: Discrete Dimension
Remote Column: [Request].[additional_assignee_list]
Data Type: string
Dimension: Approval (Request)
Role: Discrete Dimension
Remote Column: [Request].[approval]
Data Type: string
Dimension: Approval history (Request)
Role: Discrete Dimension
Remote Column: [Request].[approval_history]
Data Type: string
Dimension: Approval set (Request)
Role: Discrete Dimension
Remote Column: [Request].[approval_set]
Data Type: datetime
Dimension: Assigned to (Request)
Role: Discrete Dimension
Remote Column: [Request].[assigned_to]
Data Type: string
Dimension: Assignment group (Request)
Role: Discrete Dimension
Remote Column: [Request].[assignment_group]
Data Type: string
Dimension: Business duration (Request)
Role: Discrete Dimension
Remote Column: [Request].[business_duration]
Data Type: datetime
Dimension: Business service (Request)
Role: Discrete Dimension
Remote Column: [Request].[business_service]
Data Type: string
Dimension: Duration (Request)
Role: Discrete Dimension
Remote Column: [Request].[calendar_duration]
Data Type: datetime
Dimension: Close notes (Request)
Role: Discrete Dimension
Remote Column: [Request].[close_notes]
Data Type: string
Dimension: Closed (Request)
Role: Discrete Dimension
Remote Column: [Request].[closed_at]
Data Type: datetime
Dimension: Closed by (Request)
Role: Discrete Dimension
Remote Column: [Request].[closed_by]
Data Type: string
Dimension: Configuration item (Request)
Role: Discrete Dimension
Remote Column: [Request].[cmdb_ci]
Data Type: string
Dimension: Additional comments (Request)
Role: Discrete Dimension
Remote Column: [Request].[comments]
Data Type: string
Dimension: Comments and Work notes (Request)
Role: Discrete Dimension
Remote Column: [Request].[comments_and_work_notes]
Data Type: string
Dimension: Company (Request)
Role: Discrete Dimension
Remote Column: [Request].[company]
Data Type: string
Dimension: Contact type (Request)
Role: Discrete Dimension
Remote Column: [Request].[contact_type]
Data Type: string
Dimension: Correlation display (Request)
Role: Discrete Dimension
Remote Column: [Request].[correlation_display]
Data Type: string
Dimension: Correlation ID (Request)
Role: Discrete Dimension
Remote Column: [Request].[correlation_id]
Data Type: string
Dimension: Delivery address
Role: Discrete Dimension
Remote Column: [Request].[delivery_address]
Data Type: string
Dimension: Delivery plan (Request)
Role: Discrete Dimension
Remote Column: [Request].[delivery_plan]
Data Type: string
Dimension: Delivery task (Request)
Role: Discrete Dimension
Remote Column: [Request].[delivery_task]
Data Type: string
Dimension: Description (Request)
Role: Discrete Dimension
Remote Column: [Request].[description]
Data Type: string
Dimension: Due date (Request)
Role: Discrete Dimension
Remote Column: [Request].[due_date]
Data Type: datetime
Dimension: Expected start (Request)
Role: Discrete Dimension
Remote Column: [Request].[expected_start]
Data Type: datetime
Dimension: Follow up (Request)
Role: Discrete Dimension
Remote Column: [Request].[follow_up]
Data Type: datetime
Dimension: Group list (Request)
Role: Discrete Dimension
Remote Column: [Request].[group_list]
Data Type: string
Dimension: Knowledge (Request)
Role: Discrete Dimension
Remote Column: [Request].[knowledge]
Data Type: boolean
Dimension: Location (Request)
Role: Discrete Dimension
Remote Column: [Request].[location]
Data Type: string
Dimension: Made SLA (Request)
Role: Discrete Dimension
Remote Column: [Request].[made_sla]
Data Type: boolean
Dimension: Number (Request)
Role: Discrete Dimension
Remote Column: [Request].[number]
Data Type: string
Dimension: Opened (Request)
Role: Discrete Dimension
Remote Column: [Request].[opened_at]
Data Type: datetime
Dimension: Opened by (Request)
Role: Discrete Dimension
Remote Column: [Request].[opened_by]
Data Type: string
Dimension: Parent (Request)
Role: Discrete Dimension
Remote Column: [Request].[parent]
Data Type: string
Dimension: Price
Role: Discrete Dimension
Remote Column: [Request].[price]
Data Type: string
Dimension: Request state
Role: Discrete Dimension
Remote Column: [Request].[request_state]
Data Type: string
Dimension: Requested for date
Role: Discrete Dimension
Remote Column: [Request].[requested_date]
Data Type: date
Dimension: Requested for
Role: Discrete Dimension
Remote Column: [Request].[requested_for]
Data Type: string
Dimension: Short description (Request)
Role: Discrete Dimension
Remote Column: [Request].[short_description]
Data Type: string
Dimension: SLA due (Request)
Role: Discrete Dimension
Remote Column: [Request].[sla_due]
Data Type: datetime
Dimension: Special instructions
Role: Discrete Dimension
Remote Column: [Request].[special_instructions]
Data Type: string
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Request].[stage]
Data Type: string
Dimension: Task type (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_class_name]
Data Type: string
Dimension: Created by (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_created_by]
Data Type: string
Dimension: Created (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_created_on]
Data Type: datetime
Dimension: Domain (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_domain]
Data Type: string
Dimension: Domain Path (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_domain_path]
Data Type: string
Dimension: Sys ID (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_id]
Data Type: string
Dimension: Updated by (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_updated_by]
Data Type: string
Dimension: Updated (Request)
Role: Discrete Dimension
Remote Column: [Request].[sys_updated_on]
Data Type: datetime
Dimension: Time worked (Request)
Role: Discrete Dimension
Remote Column: [Request].[time_worked]
Data Type: string
Dimension: Upon approval (Request)
Role: Discrete Dimension
Remote Column: [Request].[upon_approval]
Data Type: string
Dimension: Upon reject (Request)
Role: Discrete Dimension
Remote Column: [Request].[upon_reject]
Data Type: string
Dimension: User input (Request)
Role: Discrete Dimension
Remote Column: [Request].[user_input]
Data Type: string
Dimension: Watch list (Request)
Role: Discrete Dimension
Remote Column: [Request].[watch_list]
Data Type: string
Dimension: Work end (Request)
Role: Discrete Dimension
Remote Column: [Request].[work_end]
Data Type: datetime
Dimension: Work notes (Request)
Role: Discrete Dimension
Remote Column: [Request].[work_notes]
Data Type: string
Dimension: Work notes list (Request)
Role: Discrete Dimension
Remote Column: [Request].[work_notes_list]
Data Type: string
Dimension: Work start (Request)
Role: Discrete Dimension
Remote Column: [Request].[work_start]
Data Type: datetime
Requested Item
Dimension: Active (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[active]
Data Type: boolean
Dimension: Activity due (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[activity_due]
Data Type: datetime
Dimension: Additional assignee list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[additional_assignee_list]
Data Type: string
Dimension: Approval (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval]
Data Type: string
Dimension: Approval history (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval_history]
Data Type: string
Dimension: Approval set (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval_set]
Data Type: datetime
Dimension: Assigned to (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[assigned_to]
Data Type: string
Dimension: Assignment group (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[assignment_group]
Data Type: string
Dimension: Backordered
Role: Discrete Dimension
Remote Column: [Requested Item].[backordered]
Data Type: boolean
Dimension: Billable
Role: Discrete Dimension
Remote Column: [Requested Item].[billable]
Data Type: boolean
Dimension: Business duration (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[business_duration]
Data Type: datetime
Dimension: Business service (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[business_service]
Data Type: string
Dimension: Duration (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[calendar_duration]
Data Type: datetime
Dimension: Item
Role: Discrete Dimension
Remote Column: [Requested Item].[cat_item]
Data Type: string
Dimension: Close notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[close_notes]
Data Type: string
Dimension: Closed (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[closed_at]
Data Type: datetime
Dimension: Closed by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[closed_by]
Data Type: string
Dimension: Configuration item (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[cmdb_ci]
Data Type: string
Dimension: Additional comments (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[comments]
Data Type: string
Dimension: Comments and Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[comments_and_work_notes]
Data Type: string
Dimension: Company (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[company]
Data Type: string
Dimension: Configuration item (Requested Item) 1
Role: Discrete Dimension
Remote Column: [Requested Item].[configuration_item]
Data Type: string
Dimension: Contact type (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[contact_type]
Data Type: string
Dimension: Context
Role: Discrete Dimension
Remote Column: [Requested Item].[context]
Data Type: string
Dimension: Correlation display (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[correlation_display]
Data Type: string
Dimension: Correlation ID (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[correlation_id]
Data Type: string
Dimension: Delivery plan (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[delivery_plan]
Data Type: string
Dimension: Delivery task (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[delivery_task]
Data Type: string
Dimension: Description (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[description]
Data Type: string
Dimension: Due date (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[due_date]
Data Type: datetime
Dimension: Estimated Delivery
Role: Discrete Dimension
Remote Column: [Requested Item].[estimated_delivery]
Data Type: datetime
Dimension: Expected start (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[expected_start]
Data Type: datetime
Dimension: Follow up (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[follow_up]
Data Type: datetime
Dimension: Group list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[group_list]
Data Type: string
Dimension: Knowledge (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[knowledge]
Data Type: boolean
Dimension: Location (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[location]
Data Type: string
Dimension: Made SLA (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[made_sla]
Data Type: boolean
Dimension: Number (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[number]
Data Type: string
Dimension: Opened (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[opened_at]
Data Type: datetime
Dimension: Opened by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[opened_by]
Data Type: string
Dimension: Order Guide
Role: Discrete Dimension
Remote Column: [Requested Item].[order_guide]
Data Type: string
Dimension: Parent (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[parent]
Data Type: string
Dimension: Price (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[price]
Data Type: string
Dimension: Recurring Price Frequency
Role: Discrete Dimension
Remote Column: [Requested Item].[recurring_frequency]
Data Type: string
Dimension: Recurring Price
Role: Discrete Dimension
Remote Column: [Requested Item].[recurring_price]
Data Type: string
Dimension: Request
Role: Discrete Dimension
Remote Column: [Requested Item].[request]
Data Type: string
Dimension: Catalog
Role: Discrete Dimension
Remote Column: [Requested Item].[sc_catalog]
Data Type: string
Dimension: Short description (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[short_description]
Data Type: string
Dimension: SLA due (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sla_due]
Data Type: datetime
Dimension: Stage (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[stage]
Data Type: string
Dimension: Task type (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_class_name]
Data Type: string
Dimension: Created by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_created_by]
Data Type: string
Dimension: Created (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_created_on]
Data Type: datetime
Dimension: Domain (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_domain]
Data Type: string
Dimension: Domain Path (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_domain_path]
Data Type: string
Dimension: Sys ID (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_id]
Data Type: string
Dimension: Updated by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_updated_by]
Data Type: string
Dimension: Updated (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_updated_on]
Data Type: datetime
Dimension: Time worked (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[time_worked]
Data Type: string
Dimension: Upon approval (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[upon_approval]
Data Type: string
Dimension: Upon reject (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[upon_reject]
Data Type: string
Dimension: User input (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[user_input]
Data Type: string
Dimension: Watch list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[watch_list]
Data Type: string
Dimension: Work end (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_end]
Data Type: datetime
Dimension: Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_notes]
Data Type: string
Dimension: Work notes list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_notes_list]
Data Type: string
Dimension: Work start (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_start]
Data Type: datetime
Task
Dimension: Active
Role: Discrete Dimension
Remote Column: [Task].[active]
Data Type: boolean
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [Task].[activity_due]
Data Type: datetime
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [Task].[additional_assignee_list]
Data Type: string
Dimension: Approval
Role: Discrete Dimension
Remote Column: [Task].[approval]
Data Type: string
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [Task].[approval_history]
Data Type: string
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [Task].[approval_set]
Data Type: datetime
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [Task].[assigned_to]
Data Type: string
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [Task].[assignment_group]
Data Type: string
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [Task].[business_duration]
Data Type: datetime
Dimension: Business service
Role: Discrete Dimension
Remote Column: [Task].[business_service]
Data Type: string
Dimension: Duration
Role: Discrete Dimension
Remote Column: [Task].[calendar_duration]
Data Type: datetime
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [Task].[close_notes]
Data Type: string
Dimension: Closed
Role: Discrete Dimension
Remote Column: [Task].[closed_at]
Data Type: datetime
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [Task].[closed_by]
Data Type: string
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [Task].[cmdb_ci]
Data Type: string
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [Task].[comments]
Data Type: string
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [Task].[comments_and_work_notes]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Task].[company]
Data Type: string
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [Task].[contact_type]
Data Type: string
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [Task].[correlation_display]
Data Type: string
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [Task].[correlation_id]
Data Type: string
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [Task].[delivery_plan]
Data Type: string
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [Task].[delivery_task]
Data Type: string
Dimension: Description
Role: Discrete Dimension
Remote Column: [Task].[description]
Data Type: string
Dimension: Due date
Role: Discrete Dimension
Remote Column: [Task].[due_date]
Data Type: datetime
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [Task].[expected_start]
Data Type: datetime
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [Task].[follow_up]
Data Type: datetime
Dimension: Group list
Role: Discrete Dimension
Remote Column: [Task].[group_list]
Data Type: string
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [Task].[knowledge]
Data Type: boolean
Dimension: Location
Role: Discrete Dimension
Remote Column: [Task].[location]
Data Type: string
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [Task].[made_sla]
Data Type: boolean
Dimension: Number
Role: Discrete Dimension
Remote Column: [Task].[number]
Data Type: string
Dimension: Opened
Role: Discrete Dimension
Remote Column: [Task].[opened_at]
Data Type: datetime
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [Task].[opened_by]
Data Type: string
Dimension: Parent
Role: Discrete Dimension
Remote Column: [Task].[parent]
Data Type: string
Dimension: Priority
Role: Discrete Dimension
Remote Column: [Task].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Short description
Role: Discrete Dimension
Remote Column: [Task].[short_description]
Data Type: string
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [Task].[sla_due]
Data Type: datetime
Dimension: Task type
Role: Discrete Dimension
Remote Column: [Task].[sys_class_name]
Data Type: string
Dimension: Created by
Role: Discrete Dimension
Remote Column: [Task].[sys_created_by]
Data Type: string
Dimension: Created
Role: Discrete Dimension
Remote Column: [Task].[sys_created_on]
Data Type: datetime
Dimension: Domain
Role: Discrete Dimension
Remote Column: [Task].[sys_domain]
Data Type: string
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [Task].[sys_domain_path]
Data Type: string
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [Task].[sys_id]
Data Type: string
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [Task].[sys_updated_by]
Data Type: string
Dimension: Updated
Role: Discrete Dimension
Remote Column: [Task].[sys_updated_on]
Data Type: datetime
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [Task].[time_worked]
Data Type: string
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [Task].[upon_approval]
Data Type: string
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [Task].[upon_reject]
Data Type: string
Dimension: User input
Role: Discrete Dimension
Remote Column: [Task].[user_input]
Data Type: string
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [Task].[watch_list]
Data Type: string
Dimension: Work end
Role: Discrete Dimension
Remote Column: [Task].[work_end]
Data Type: datetime
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [Task].[work_notes]
Data Type: string
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [Task].[work_notes_list]
Data Type: string
Dimension: Work start
Role: Discrete Dimension
Remote Column: [Task].[work_start]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Overdue
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field
// It shows if an accident is overdue
//Check overdue cases among inactive incidents
IF [active]=FALSE
AND
[closed_at]>[due_date]
OR
//Check overdue cases among active incidents
[active]=TRUE
AND NOW()>[due_date]
THEN "Overdue"
ELSE "Non Overdue"
END
Dimension: Max Year?
Role: Discrete Dimension
Data Type: boolean
Formula: // This is a calculated field
// It shows TRUE/FALSE if the year of opened is equal the maximum year in the dataset
DATEPART("year", [opened_at]) = DATEPART("year", {MAX([opened_at])})
Measure
Catalog Item
Measure: Cost
Role: Continous Measure
Remote Column: [Catalog Item].[cost]
Data Type: real
Measure: Order (Catalog Item)
Role: Continous Measure
Remote Column: [Catalog Item].[order]
Data Type: integer
Measure: Published version
Role: Continous Measure
Remote Column: [Catalog Item].[sc_ic_version]
Data Type: integer
Measure: Updates (Catalog Item)
Role: Continous Measure
Remote Column: [Catalog Item].[sys_mod_count]
Data Type: integer
Request
Measure: Resolve Time
Role: Continous Measure
Remote Column: [Request].[calendar_stc]
Data Type: integer
Measure: Escalation (Request)
Role: Continous Measure
Remote Column: [Request].[escalation]
Data Type: integer
Measure: Impact (Request)
Role: Continous Measure
Remote Column: [Request].[impact]
Data Type: integer
Measure: Order (Request)
Role: Continous Measure
Remote Column: [Request].[order]
Data Type: integer
Measure: Priority (Request)
Role: Continous Measure
Remote Column: [Request].[priority]
Data Type: integer
Measure: Reassignment count (Request)
Role: Continous Measure
Remote Column: [Request].[reassignment_count]
Data Type: integer
Measure: State (Request)
Role: Continous Measure
Remote Column: [Request].[state]
Data Type: integer
Measure: Updates (Request)
Role: Continous Measure
Remote Column: [Request].[sys_mod_count]
Data Type: integer
Measure: Urgency (Request)
Role: Continous Measure
Remote Column: [Request].[urgency]
Data Type: integer
Requested Item
Measure: Escalation (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[escalation]
Data Type: integer
Measure: Impact (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[impact]
Data Type: integer
Measure: Order (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[order]
Data Type: integer
Measure: Priority (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[priority]
Data Type: integer
Measure: Quantity
Role: Continous Measure
Remote Column: [Requested Item].[quantity]
Data Type: integer
Measure: Reassignment count (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[reassignment_count]
Data Type: integer
Measure: State (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[state]
Data Type: integer
Measure: Updates (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[sys_mod_count]
Data Type: integer
Measure: Urgency (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[urgency]
Data Type: integer
Task
Measure: Escalation
Role: Continous Measure
Remote Column: [Task].[escalation]
Data Type: integer
Measure: Impact
Role: Continous Measure
Remote Column: [Task].[impact]
Data Type: integer
Measure: Order
Role: Continous Measure
Remote Column: [Task].[order]
Data Type: integer
Measure: Reassignment count
Role: Continous Measure
Remote Column: [Task].[reassignment_count]
Data Type: integer
Measure: State
Role: Continous Measure
Remote Column: [Task].[state]
Data Type: integer
Measure: Updates
Role: Continous Measure
Remote Column: [Task].[sys_mod_count]
Data Type: integer
Measure: Urgency
Role: Continous Measure
Remote Column: [Task].[urgency]
Data Type: integer
Calculated/Other
Measure: % made SLA
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of requests which made SLA
COUNTD(IF [made_sla]= TRUE
THEN [number]
END)
/
COUNTD([number])
Measure: Current Year Total Cases
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct request made in the last year. The "exclude" is used to avoid filters interfering in the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [Max Year?]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: % of Overdue
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of incidents which are overdue
(IF ATTR([Overdue]= "Overdue")
THEN COUNTD([number])
END)
/
ATTR({ EXCLUDE [Overdue]:
COUNTD([number])})
Measure: Total # Request
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It shows the total number of problems ignoring opened date
{ EXCLUDE [opened_at]: COUNTD([number])}
Aggregation: Attribute
Measure: Total Active Requests
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct active request. The "exclude" is used to avoid filters interfering with the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [active]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "United States"
|
| Location | Tableau Server |
| Type | Tableau Datasource |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Opportunities (Salesforce) |
| Matches | 2 |
Tableau Datasource | |
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: OpportunityHistory
Database Object: [OpportunityHistory]
Connection: Opportunities (Salesforce)
Table: OpportunityStage
Database Object: [OpportunityStage]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
OpportunityHistory
Dimension: CloseDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedDate]
Data Type: datetime
Dimension: IsDeleted (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[IsDeleted]
Data Type: boolean
Dimension: OpportunityId (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[OpportunityId]
Data Type: string
Dimension: To ForecastCategory
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[ForecastCategory]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
OpportunityStage
Dimension: CreatedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedDate]
Data Type: datetime
Dimension: Description
Role: Discrete Dimension
Remote Column: [OpportunityStage].[Description]
Data Type: string
Dimension: Forecast Category Name
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategoryName]
Data Type: string
Dimension: ForecastCategory (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategory]
Data Type: string
Dimension: Is Active
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsActive]
Data Type: boolean
Dimension: IsClosed (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsClosed]
Data Type: boolean
Dimension: IsWon (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsWon]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedDate]
Data Type: datetime
Dimension: Master Label
Role: Discrete Dimension
Remote Column: [OpportunityStage].[MasterLabel]
Data Type: string
Dimension: SortOrder (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SortOrder]
Data Type: integer
Aggregation: Sum
Dimension: SystemModstamp (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsActive (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Name (Product)
Role: Discrete Dimension
Data Type: string
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Data Type: string
Dimension: Product Description
Role: Discrete Dimension
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Opportunity Type
Role: Continous Measure
Remote Column: [Opportunities].[Type]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
OpportunityHistory
Measure: Amount (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[Amount]
Data Type: real
Measure: Expected Revenue
Role: Continous Measure
Remote Column: [OpportunityHistory].[ExpectedRevenue]
Data Type: real
Measure: Probability
Role: Continous Measure
Remote Column: [OpportunityHistory].[Probability]
Data Type: real
Measure: Opportunity History ID
Role: Continous Measure
Remote Column: [OpportunityHistory].[Id]
Data Type: string
Aggregation: Count
Measure: Stage Name
Role: Continous Measure
Remote Column: [OpportunityHistory].[StageName]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[SystemModstamp]
Data Type: datetime
Aggregation: Year
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Aggregation: Sum
OpportunityStage
Measure: DefaultProbability (Opportunity Stage)
Role: Continous Measure
Remote Column: [OpportunityStage].[DefaultProbability]
Data Type: real
Measure: Opportunity Stage ID
Role: Continous Measure
Remote Column: [OpportunityStage].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: //It is a If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: Number of Open Opportunities
Role: Continous Measure
Data Type: integer
Formula: //It is a calculation
//It shows the number of opportunities in the pipeline
ZN(COUNTD([Opportunity ID]))
Measure: @Stage Number
Role: Continous Measure
Data Type: integer
Formula: // This is an IF statement
// It will test rows of data for a particular value
// and produce an outcome if this value is met
// In this instance, if stage has a particular value it will be assigned a number
IF [Stage] = 'Prospecting' THEN 1
ELSEIF [Stage] = 'Qualification' THEN 2
ELSEIF [Stage] = 'Needs Analysis' THEN 3
ELSEIF [Stage] = 'Value Proposition' THEN 4
ELSEIF [Stage] = 'Id. Decision Makers' THEN 5
ELSEIF [Stage] = 'Perception Analysis' THEN 6
ELSEIF [Stage] = 'Proposal/ Price Quote' THEN 7
ELSEIF [Stage] = 'Negotiation/ Review' THEN 8
ELSEIF [Stage] = 'Closed Won' THEN 9
ELSE 10
END
Measure: Avg. Deal Size
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the average size of a deal
SUM({FIXED [Opportunity ID] :
MAX([Expected Amount])})
/countd([Opportunity ID])
Measure: Total Expected Amount
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the expected amount by opportunity
{ FIXED [Opportunity ID]:
MAX([Expected Amount])}
Measure: Days spent in stage per opportunity
Role: Continous Measure
Data Type: integer
Formula: // This is a Level Of Detail (LOD) Calculation with an nested IF statement
// here for each stage within each opportunity the number of days between two dates is calculated
// if it is the latest entry for the opportunity SystemModstamp = Created Date and so the date diff will be from today
// otherwise the number of days between Created Date and SystemModstamp is required
// summarising this provides the number of days spent in each stage per opportunity
{ FIXED [Opportunity ID], [Stage Name]:
SUM(IF [SystemModstamp (Opportunity History)] = [Created Date]
THEN (DATEDIFF('day', [Created Date], TODAY()))
ELSE (DATEDIFF('day', [Created Date], [SystemModstamp (Opportunity History)]))
END)
}
Measure: Age of Opportunity
Role: Continous Measure
Data Type: integer
Formula: //This is a level of detail (LOD) with a date function date function
//for each opportunity ID the difference in days between the date an opportunity was created and today is calculated
{FIXED [Opportunity ID]:
MAX(DATEDIFF("day", [CreatedDate (Opportunities)], TODAY()))}
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Data Type: real
Semantic Values
[Country].[Name]: "United States"
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Quarterly Sales |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Choose Yearly Goal
Role: Continous Measure
Data Type: integer
Formula: 800000
Default Value: 800000
Parameter Type: range
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Table: Opportunity Owner
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: UserRole
Database Object: [UserRole]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: Email (User)
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: SmallPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Forecast Category
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Opportunity Owner
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[AccountId]
Data Type: string
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Division]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Email]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Full Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Name]
Data Type: string
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ReceivesInfoEmails]
Data Type: boolean
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[IsActive]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastLoginDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastModifiedDate]
Data Type: datetime
Dimension: Lightning Experience Preferred
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[SmallPhotoUrl]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: Sort Feed By Comment
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Title]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[PostalCode]
Data Type: string
OpportunityLineItem
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
UserRole
Dimension: Case Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[CaseAccessForAccountOwner]
Data Type: string
Dimension: Contact Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[ContactAccessForAccountOwner]
Data Type: string
Dimension: Description
Role: Discrete Dimension
Remote Column: [UserRole].[RollupDescription]
Data Type: string
Dimension: Developer Name
Role: Discrete Dimension
Remote Column: [UserRole].[DeveloperName]
Data Type: string
Dimension: ForecastUserId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[ForecastUserId]
Data Type: string
Dimension: LastModifiedById (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedDate]
Data Type: datetime
Dimension: May Forecast Manager Share
Role: Discrete Dimension
Remote Column: [UserRole].[MayForecastManagerShare]
Data Type: boolean
Dimension: Name
Role: Discrete Dimension
Remote Column: [UserRole].[Name]
Data Type: string
Dimension: Opportunity Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[OpportunityAccessForAccountOwner]
Data Type: string
Dimension: Parent Role ID
Role: Discrete Dimension
Remote Column: [UserRole].[ParentRoleId]
Data Type: string
Dimension: Portal Type
Role: Discrete Dimension
Remote Column: [UserRole].[PortalType]
Data Type: string
Dimension: PortalAccountId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountId]
Data Type: string
Dimension: SystemModstamp (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[SystemModstamp]
Data Type: datetime
Dimension: User ID1
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountOwnerId]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Quarters to Label
Role: Discrete Dimension
Data Type: datetime
Formula: //This is an If Statement
// It shows only selected quarters to be labeled in the chart
IF [Quarters]<>'Other Qs' THEN DATETRUNC('quarter', [Close Date])
END
Dimension: Quarters
Role: Discrete Dimension
Data Type: string
Formula: //This is a nested IF Statement
//It queries the data for the current quarter, previous quarter and same quarter last year
//Doing so via two possible routes depending on if the data is past or present
//Looking at the difference in quarters between dates
//First, Query the data to see if the latest close date is before today's date
IF
{MAX([Close Date])} < TODAY()
//IF the latest close date is before today's date, i.e. the data is past, then follow this route:
THEN
//query the data for rows that have dates within the latest quarter and label them as current quarter
(IF
DATEDIFF('quarter', {MAX([CreatedDate (Opportunities)])}, [Close Date]) = 0
THEN
'Current Q'
//query the data for rows that have dates within the previous quarter and label as previous quarter
ELSEIF
DATEDIFF('quarter', {MAX([CreatedDate (Opportunities)])}, [Close Date]) = -1
THEN
'Previous Q'
//query the data for rows that have dates of the same quarter last year and label as same quarter last year
ELSEIF
DATEDIFF('quarter', {MAX([CreatedDate (Opportunities)])}, [Close Date]) = -4
THEN
'Same Q Last Year'
// Label remaining quarters as other
ELSE
'Other Qs'
END)
//IF the latest close date is greater than or equal to today's date, i.e. the data is present, then follow this route:
ELSE
//query the data for rows that have dates within the latest quarter and label them as current quarter
(IF
DATEDIFF('quarter', TODAY(), [Close Date]) = 0
THEN
'Current Q'
//query the data for rows that have dates within the previous quarter and label as previous quarter
ELSEIF
DATEDIFF('quarter', TODAY(), [Close Date]) = -1
THEN
'Previous Q'
//query the data for rows that have dates of the same quarter last year and label as same quarter last year
ELSEIF
DATEDIFF('quarter', TODAY(), [Close Date]) = -4
THEN
'Same Q Last Year'
// Label remaining quarters as other
ELSE
'Other Qs'
END)
END
Dimension: Week number
Role: Discrete Dimension
Data Type: real
Formula: //This is a DatePart function combined with a DateTrunc function
// It shows week numbers restarting every quarter
FLOAT(DATEDIFF('week', DATETRUNC('quarter', [Close Date]),[Close Date])+1)
Dimension: Days Before EOQ
Role: Continous Dimension
Data Type: integer
Formula: // This is a DateDiff function combined with a DateTrunc function
// It shows remaining days to the end of the quarter
DATEDIFF("day",TODAY(), dateadd("day", -1, dateadd("quarter", 1, DATETRUNC("quarter",TODAY()))))
Aggregation: Sum
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Deleted
Role: Continous Measure
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Aggregation: Count
Measure: Master Record ID
Role: Continous Measure
Remote Column: [Account].[MasterRecordId]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Measure: Parent Account ID
Role: Continous Measure
Remote Column: [Account].[ParentId]
Data Type: string
Aggregation: Count
Measure: Billing Street
Role: Continous Measure
Remote Column: [Account].[BillingStreet]
Data Type: string
Aggregation: Count
Measure: Shipping Street
Role: Continous Measure
Remote Column: [Account].[ShippingStreet]
Data Type: string
Aggregation: Count
Measure: Account Phone
Role: Continous Measure
Remote Column: [Account].[Phone]
Data Type: string
Aggregation: Count
Measure: Account Fax
Role: Continous Measure
Remote Column: [Account].[Fax]
Data Type: string
Aggregation: Count
Measure: Website
Role: Continous Measure
Remote Column: [Account].[Website]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Aggregation: Sum
Measure: Owner ID
Role: Continous Measure
Remote Column: [Account].[OwnerId]
Data Type: string
Aggregation: Count
Measure: CreatedDate (Account)
Role: Continous Measure
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Aggregation: Year
Measure: CreatedById (Account)
Role: Continous Measure
Remote Column: [Account].[CreatedById]
Data Type: string
Aggregation: Count
Measure: LastModifiedDate (Account)
Role: Continous Measure
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Aggregation: Year
Measure: LastModifiedById (Account)
Role: Continous Measure
Remote Column: [Account].[LastModifiedById]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Account)
Role: Continous Measure
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Aggregation: Year
Measure: Last Activity
Role: Continous Measure
Remote Column: [Account].[LastActivityDate]
Data Type: date
Aggregation: Year
Measure: Data.com Key
Role: Continous Measure
Remote Column: [Account].[Jigsaw]
Data Type: string
Aggregation: Count
Measure: Jigsaw Company ID
Role: Continous Measure
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Aggregation: Count
Measure: Account Source
Role: Continous Measure
Remote Column: [Account].[AccountSource]
Data Type: string
Aggregation: Count
Measure: SIC Description
Role: Continous Measure
Remote Column: [Account].[SicDesc]
Data Type: string
Aggregation: Count
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: IsDeleted (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Aggregation: Count
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Probability (%)
Role: Continous Measure
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Measure: Next Step
Role: Continous Measure
Remote Column: [Opportunities].[NextStep]
Data Type: string
Aggregation: Count
Measure: Lead Source
Role: Continous Measure
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category1
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Aggregation: Count
Measure: Campaign ID
Role: Continous Measure
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Aggregation: Count
Measure: Has Line Item
Role: Continous Measure
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Aggregation: Count
Measure: Price Book ID
Role: Continous Measure
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Aggregation: Count
Measure: CreatedById (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Aggregation: Count
Measure: LastModifiedDate (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Aggregation: Year
Measure: LastModifiedById (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Aggregation: Year
Measure: LastActivityDate (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Aggregation: Year
Measure: Fiscal Quarter
Role: Continous Measure
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Aggregation: Sum
Measure: Fiscal Year
Role: Continous Measure
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Aggregation: Sum
Measure: Fiscal Period
Role: Continous Measure
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Aggregation: Count
Opportunity Owner
Measure: User ID
Role: Continous Measure
Remote Column: [Opportunity Owner].[Id]
Data Type: string
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: Line Description
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Aggregation: Count
Measure: Created Date
Role: Continous Measure
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Aggregation: Year
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Measure: Name (Product)
Role: Continous Measure
Remote Column: [Product2].[Name]
Data Type: string
Aggregation: Count
UserRole
Measure: Id (Role)
Role: Continous Measure
Remote Column: [UserRole].[Id]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: MIN Date
Role: Discrete Measure
Data Type: date
Formula: // This is a calculation using the minimum function
// It shows the Min Date in the selection
MIN([Close Date])
Measure: MAX date
Role: Discrete Measure
Data Type: datetime
Formula: // This is a calculation using the maximum function
// It shows the Max Date in the selection
MAX([Created Date])
Measure: AVG Sales (reference line)
Role: Continous Measure
Data Type: real
Formula: // This is a Level of Detail Calculation
// It shows the average value for sales
{ FIXED [Close Date]: AVG([Sales])}
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: Sales and Pipeline
Role: Continous Measure
Data Type: real
Formula: //This is an If Statement
// It shows the amount for opportunities either closed or in the open pipeline
IF [Forecast Category]="Closed"
OR [Forecast Category]="Pipeline"
THEN [Amount]
END
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: //This is an If Statement
// It shows the amount if an opportunity is won
IF [Forecast Category]="Closed" AND
[Won]=true THEN
ifnull([Amount],0)
ELSE 0
END
Measure: Number of Deals
Role: Continous Measure
Data Type: integer
Formula: //This is an If Statement combined with a Count Distinct function
// It counts each opportunities if the opportunity is closed and won
IFNULL(COUNTD(IF [Closed]=True
AND [Won]=True
THEN [Opportunity ID]
END),0)
Measure: Max Year
Role: Continous Measure
Data Type: integer
Formula: //This is a DatePart function combined with a DateTrunc function
//It compares all Close Dates to show wich is the maximum year in a dataset
DATEPART('year',{MAX(DATETRUNC('year',[Created Date]))})
Measure: Avg Deal Size
Role: Continous Measure
Data Type: real
Formula: // This is a calculation showing the average size of a deal
SUM([Sales])/
[Number of Deals]
Measure: Sales for Max Quarter in Dataset
Role: Discrete Measure
Data Type: real
Formula: // This is a DateTrunc function combined with a Max function
//It compares all Close Dates to show the max quarter in the dataset
IF DATETRUNC('quarter', [Close Date])=DATETRUNC('quarter', {MAX([CreatedDate (Opportunities)])})
THEN [Sales]
END
Measure: Goal
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It compares the goal defined by the user with the total sales for last quarter
IF SUM([Sales for Max Quarter in Dataset])>= [Parameters].[Parameter 1]
THEN "Reached"
ELSE "Not Reached"
END
Measure: % to goal
Role: Continous Measure
Data Type: real
Formula: // This is a calculation
// It compares the total sales against the goal defined by the user
(SUM([Sales for Max Quarter in Dataset])-[Parameters].[Parameter 1])/
[Parameters].[Parameter 1]
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Open Pipeline
Role: Continous Measure
Data Type: real
Formula: // Show total Open Pipeline
IF [Forecast Category]="Pipeline" THEN
ifnull([Amount],0)
ELSE 0
END
Parameter
Calculated/Other
Measure: Choose Yearly Goal
Role: Continous Measure
Data Type: integer
Formula: 800000
Default Value: 800000
Parameter Type: range
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Quarterly Sales Result
Worksheets
Worksheet: Manager
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Name (User)]
[Show Manager]
Used Remote Columns: [Manager].[Name]
Worksheet: Header Top Numbers
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Created Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Industry]
[Line Description]
[MAX date]
[MIN Date]
[Name (Product)]
[Name (User)]
[Opportunity Type]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[CreatedDate]
[OpportunityLineItem].[Description]
[Product2].[Name]
Worksheet: Summary of Sales
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[Avg Deal Size]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Created Date]
[Days Before EOQ]
[Forecast Category]
[Full Name]
[Industry]
[Line Description]
[MAX date]
[MIN Date]
[Name (Product)]
[Name (User)]
[Number of Deals]
[Open Pipeline]
[Opportunity ID]
[Opportunity Type]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[CreatedDate]
[OpportunityLineItem].[Description]
[Product2].[Name]
Worksheet: Sales by Day
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[AVG Sales (reference line)]
[Billing Country]
[Billing State/Province]
[Close Date]
[Forecast Category]
[Full Name]
[Industry]
[Line Description]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[Sales and Pipeline]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[Description]
[Product2].[Name]
Worksheet: Breakdown by Salespeople
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[Billing Country]
[Billing State/Province]
[Close Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[Sales and Pipeline]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[Product2].[Name]
Worksheet: Quarter Goal
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% to goal]
[Amount]
[Billing Country]
[Billing State/Province]
[Choose Yearly Goal]
[Close Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Goal]
[Name (User)]
[Opportunity Type]
[Sales for Max Quarter in Dataset]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
Worksheet: Cumulative Sales - Quarter Comparative
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[Billing Country]
[Billing State/Province]
[Close Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Line Description]
[Name (User)]
[Opportunity Type]
[Quarters to Label]
[Quarters]
[Sales]
[Week number]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[Description]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Opportunity Type]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Billing State/Province]
Filter: [Opportunities (Salesforce)].[DAY(Close Date)]
Filter: [Opportunities (Salesforce)].[Name (User)]
Filter: [Opportunities (Salesforce)].[Name (Product)]
Text: Use Options Below to Filter
Text: Æ
Text: Quarter Goal
Worksheets
Worksheet: Breakdown by Salespeople
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales and Pipeline
Continous Measure: Sales
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Full Name]>
Total <[Opportunities (Salesforce)].[Forecast Category]>: <[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Full Name]
Columns: [Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
Filters: [Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Name (Product)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales)]
height: 32
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
auto-subtitle: true
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
tick-color: #00000000
rows
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: cell
[Opportunities (Salesforce)].[Full Name]
height: 26
Style: header
[Opportunities (Salesforce)].[Full Name]
width: 112
Style: label
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
font-size: 8
[Opportunities (Salesforce)].[Full Name]
font-size: 8
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
font-weight: normal
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 2
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Cumulative Sales - Quarter Comparative
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Quarters to Label
Discrete Dimension: Quarters
Discrete Dimension: Week number
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Marks
Mark: All
Type: Line
Tooltip: <[Opportunities (Salesforce)].[QUARTER(Close Date)]> | Week <[Opportunities (Salesforce)].[Week number]>
Sales: <[Opportunities (Salesforce)].[SUM(Sales)]>
View
Rows: [Opportunities (Salesforce)].[SUM(Sales)]
Columns: [Opportunities (Salesforce)].[Week number]
Filters: [Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
Manual Sorting: [Opportunities (Salesforce)].[Quarters] ASC
Slices: [Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: axis
[Opportunities (Salesforce)].[QUARTER(Close Date)]
height: 21
[Opportunities (Salesforce)].[YEAR(Close Date)]
height: 21
[Opportunities (Salesforce)].[Week number]
auto-subtitle: true
[Opportunities (Salesforce)].[SUM(Sales)]
auto-subtitle: true
Other
stroke-color: #d4d4d4
line-pattern-only: solid
line-visibility: off
cols
tick-color: #00000000
Style: header
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[SUM(Sales)]
font-family: Tableau Book
font-family: Tableau Book
font-family: Tableau Book
font-size: 8
[Opportunities (Salesforce)].[QUARTER(Close Date)]
font-family: Tableau Book
[Opportunities (Salesforce)].[Week number]
font-family: Tableau Book
font-size: 8
[Opportunities (Salesforce)].[YEAR(Close Date)]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
Style: dropline
cols
line-visibility: off
Style: refline
refline0
line-visibility: off
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 2
cols
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 1
stroke-color: #d4d4d4
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
cols
line-pattern-only: solid
stroke-size: 4
line-visibility: off
Style: table-div
rows
stroke-color: #c0c0c0
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Style: legend
[Opportunities (Salesforce)].[Quarters]
col-width: 140
Other
background-color: #ffffff
font-size: 8
color: #555555
Style: legend-title
Other
font-size: 8
color: #555555
text-align: center
Style: quick-filter
[Opportunities (Salesforce)].[Billing Country]
title: Billing Country
[Opportunities (Salesforce)].[Line Description]
title: Product
Other
background-color: #ffffff
font-family: Tableau Book
Style: quick-filter-title
Other
font-weight: normal
font-size: 8
font-family: Tableau Regular
text-align: left
color: #555555
Worksheet: Header Top Numbers
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Created Date
Remote Column: [OpportunityLineItem].[CreatedDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Measure: MIN Date
Discrete Measure: MAX date
Marks
Mark: All
Type: Automatic
Label: Summary of Sales | <[Opportunities (Salesforce)].[MIN Date]> to <[Opportunities (Salesforce)].[MAX date]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: cell
Other
text-align: center
font-family: Tableau Bold
font-size: 36
Style: header
cols
border-style: none
rows
border-style: none
Other
border-style: none
Style: field-labels
Other
font-size: 9
Style: pane
Other
border-width: 5
border-style: none
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: worksheet
Other
color: #4f6e8d
font-weight: bold
font-size: 8
Style: table-div
rows
stroke-size: 4
stroke-color: #2cb5c0
line-pattern-only: solid
line-visibility: off
cols
line-pattern-only: solid
div-level: 1
stroke-size: 5
stroke-color: #e6e6e6
line-visibility: off
Style: title
Other
color: #4f6e8d
font-weight: bold
font-size: 18
background-color: #eef1f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
color: #00000000
Style: quick-filter-title
Other
font-size: 18
font-weight: bold
color: #4f6e8d
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
color: #000000
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
color: #555555
Worksheet: Manager
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Measure: Show Manager
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Manager]>
View
Styles
Style: cell
Other
color: #2cb5c0
Style: pane
Other
border-style: none
Style: table
Other
background-color: #f2f2f3
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Quarter Goal
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Choose Yearly Goal
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Discrete Measure: Sales for Max Quarter in Dataset
Discrete Measure: Goal
Continous Measure: % to goal
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[% to goal]>
Tooltip: Quarter Sales: <[Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]>
% to goal: <[Opportunities (Salesforce)].[% to goal]>
View
Columns: [Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]
Filters: [Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]
auto-subtitle: true
display: false
Style: label
[Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]
text-format: C1033%
text-format: C1033%
Style: table
Other
background-color: #eef1f3
Style: refline
refline0
fill-above: #00000000
stroke-size: 5
stroke-color: #606b7684
font-family: Tableau Bold
background-color: #eef1f300
font-size: 6
fill-below: #e6e6e6
text-align: left
vertical-align: center
Style: gridline
Other
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
stroke-size: 3
stroke-color: #c0c0c0
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Worksheet: Sales by Day
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: AVG Sales (reference line)
Continous Measure: Sales and Pipeline
Continous Measure: Sales
Marks
Mark: All
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[DAY(Close Date)]>
Total <[Opportunities (Salesforce)].[Forecast Category]>: <[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Breakdown by Deal:
<Sheet name="Tooltip - Deals by Day" maxwidth="300" maxheight="600" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Manual Sorting: [Opportunities (Salesforce)].[Forecast Category] ASC
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
auto-subtitle: true
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
Other
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
line-visibility: off
Style: header
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[DAY(Close Date)]
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
font-size: 8
Style: pane
Other
border-style: none
Style: table
Other
background-color: #00000000
show-null-value-warning: false
Style: worksheet
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
stroke-color: #f28e2b
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
font-size: 6
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
Style: zeroline
Other
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Name (Product)]
title: Product
[Opportunities (Salesforce)].[DAY(Close Date)]
title: Close Date
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Regular
font-weight: normal
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary of Sales
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Continous Dimension: Days Before EOQ
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Created Date
Remote Column: [OpportunityLineItem].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Date
Discrete Measure: MAX date
Continous Measure: Sales
Continous Measure: Number of Deals
Continous Measure: Avg Deal Size
Continous Measure: Open Pipeline
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: cell
Other
text-align: center
font-family: Tableau Bold
font-size: 36
[Opportunities (Salesforce)].[Measure Names()]
vertical-align: center
[Opportunities (Salesforce)].[SUM(Sales (copy))]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 30
background-color: #f2f2f3
cols
border-style: none
rows
border-style: none
Style: field-labels
Other
font-size: 9
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
font-family: Tableau Regular
font-weight: normal
color: #333333
font-size: 9
vertical-align: center
Style: pane
Other
border-width: 5
border-style: none
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: worksheet
Other
color: #4f6e8d
font-weight: bold
font-size: 8
Style: table-div
rows
stroke-size: 4
stroke-color: #2cb5c0
line-pattern-only: solid
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 4
stroke-color: #e6e6e6
Style: header-div
cols
stroke-size: 4
stroke-color: #e6e6e6
Style: title
Other
color: #4f6e8d
font-weight: bold
font-size: 18
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
color: #00000000
Style: quick-filter-title
Other
font-size: 18
font-weight: bold
color: #4f6e8d
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
color: #000000
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
color: #555555
Worksheet: Tooltip - Deals by Day
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales and Pipeline
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]>
View
Rows: [Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
Filters: [Opportunities (Salesforce)].[Tooltip (DAY(Close Date))]
[Opportunities (Salesforce)].[Tooltip (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Tooltip (MONTH(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Name (Opportunities)]
Slices: [Opportunities (Salesforce)].[Name (Opportunities)]
[Opportunities (Salesforce)].[Tooltip (DAY(Close Date))]
[Opportunities (Salesforce)].[Tooltip (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Tooltip (MONTH(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
display: false
Other
line-visibility: off
Style: cell
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 24
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
font-weight: normal
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
stroke-color: #e6e6e6
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
tab_coastline
enabled: false
pp2_line
enabled: false
light_adm0_bnd
enabled: false
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: true
um_adm0_lbl
enabled: true
light_pp2_statebounds
enabled: false
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: true
pp2_statelabels
enabled: true
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.0
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Request Report |
| Matches | 4 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Instance Name
Role: Discrete Measure
Data Type: string
Formula: ""
Default Value: ""
Parameter Type: any
Datasource: ven01911
Connection
Data Sources
Data Source: ven01911
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:ServiceNowITSM-ServiceNowITSM
connectionData: {"connectorName":"ServiceNow ITSM","apiScheme":"https","apiDomain":"service-now.com","apiVersion":"v1","pagination":{"batchSize":500},"userFilters":{"dateRange":30},"authStrategy":"basic","selectedFilter":"dateRange"}
connectionName: ven01911
filename: servicenow.html
path: /servicenow/servicenow/1/
port: 443
server: connectors.tableau.com
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: Problem
Database Object: [problem]
Connection: ven01911
Table: Incident
Database Object: [incident]
Connection: ven01911
Table: Group
Database Object: [sys_user_group]
Connection: ven01911
Dimension
Group
Dimension: Active (Group)
Role: Discrete Dimension
Remote Column: [Group].[active]
Data Type: boolean
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [Group].[cost_center]
Data Type: string
Dimension: Default assignee
Role: Discrete Dimension
Remote Column: [Group].[default_assignee]
Data Type: string
Dimension: Description (Group)
Role: Discrete Dimension
Remote Column: [Group].[description]
Data Type: string
Dimension: Group email
Role: Discrete Dimension
Remote Column: [Group].[email]
Data Type: string
Dimension: Exclude manager
Role: Discrete Dimension
Remote Column: [Group].[exclude_manager]
Data Type: boolean
Dimension: Include members
Role: Discrete Dimension
Remote Column: [Group].[include_members]
Data Type: boolean
Dimension: Manager
Role: Discrete Dimension
Remote Column: [Group].[manager]
Data Type: string
Dimension: Name
Role: Discrete Dimension
Remote Column: [Group].[name]
Data Type: string
Dimension: Parent (Group)
Role: Discrete Dimension
Remote Column: [Group].[parent]
Data Type: string
Dimension: Roles
Role: Discrete Dimension
Remote Column: [Group].[roles]
Data Type: string
Dimension: Source
Role: Discrete Dimension
Remote Column: [Group].[source]
Data Type: string
Dimension: Created by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_by]
Data Type: string
Dimension: Created (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_on]
Data Type: datetime
Dimension: Sys ID (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_id]
Data Type: string
Dimension: Updated by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_by]
Data Type: string
Dimension: Updated (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_on]
Data Type: datetime
Dimension: Type
Role: Discrete Dimension
Remote Column: [Group].[type]
Data Type: string
Dimension: u_
Role: Discrete Dimension
Remote Column: [Group].[u_lu2]
Data Type: string
Dimension: Lucha
Role: Discrete Dimension
Remote Column: [Group].[u_lucha]
Data Type: string
Dimension: u
Role: Discrete Dimension
Remote Column: [Group].[u_u]
Data Type: string
Incident
Dimension: Active (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[active]
Data Type: boolean
Dimension: Activity due (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[activity_due]
Data Type: datetime
Dimension: Additional assignee list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[additional_assignee_list]
Data Type: string
Dimension: Approval (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[approval]
Data Type: string
Dimension: Approval history (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[approval_history]
Data Type: string
Dimension: Approval set (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[approval_set]
Data Type: datetime
Dimension: Assigned to (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[assigned_to]
Data Type: string
Dimension: Assignment group (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[assignment_group]
Data Type: string
Dimension: Business duration (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[business_duration]
Data Type: datetime
Dimension: Business service (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[business_service]
Data Type: string
Dimension: Duration (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[calendar_duration]
Data Type: datetime
Dimension: Caller
Role: Discrete Dimension
Remote Column: [Incident].[caller_id]
Data Type: string
Dimension: Category
Role: Discrete Dimension
Remote Column: [Incident].[category]
Data Type: string
Dimension: Caused by Change
Role: Discrete Dimension
Remote Column: [Incident].[caused_by]
Data Type: string
Dimension: Close code
Role: Discrete Dimension
Remote Column: [Incident].[close_code]
Data Type: string
Dimension: Close notes (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[close_notes]
Data Type: string
Dimension: Closed (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[closed_at]
Data Type: datetime
Dimension: Closed by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[closed_by]
Data Type: string
Dimension: Configuration item (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[cmdb_ci]
Data Type: string
Dimension: Additional comments (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[comments]
Data Type: string
Dimension: Comments and Work notes (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[comments_and_work_notes]
Data Type: string
Dimension: Company (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[company]
Data Type: string
Dimension: Contact type (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[contact_type]
Data Type: string
Dimension: Correlation display (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[correlation_display]
Data Type: string
Dimension: Correlation ID (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[correlation_id]
Data Type: string
Dimension: Delivery plan (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[delivery_plan]
Data Type: string
Dimension: Delivery task (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[delivery_task]
Data Type: string
Dimension: Description (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[description]
Data Type: string
Dimension: Due date (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[due_date]
Data Type: datetime
Dimension: Expected start (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[expected_start]
Data Type: datetime
Dimension: Follow up (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[follow_up]
Data Type: datetime
Dimension: Group list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[group_list]
Data Type: string
Dimension: Knowledge (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[knowledge]
Data Type: boolean
Dimension: Location (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[location]
Data Type: string
Dimension: Made SLA (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[made_sla]
Data Type: boolean
Dimension: Number (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[number]
Data Type: string
Dimension: Opened (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[opened_at]
Data Type: datetime
Dimension: Opened by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[opened_by]
Data Type: string
Dimension: Parent (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[parent]
Data Type: string
Dimension: Parent Incident
Role: Discrete Dimension
Remote Column: [Incident].[parent_incident]
Data Type: string
Dimension: Problem
Role: Discrete Dimension
Remote Column: [Incident].[problem_id]
Data Type: string
Dimension: Resolved
Role: Discrete Dimension
Remote Column: [Incident].[resolved_at]
Data Type: datetime
Dimension: Resolved by
Role: Discrete Dimension
Remote Column: [Incident].[resolved_by]
Data Type: string
Dimension: Change Request
Role: Discrete Dimension
Remote Column: [Incident].[rfc]
Data Type: string
Dimension: Short description (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[short_description]
Data Type: string
Dimension: SLA due (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sla_due]
Data Type: datetime
Dimension: Subcategory
Role: Discrete Dimension
Remote Column: [Incident].[subcategory]
Data Type: string
Dimension: Task type (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_class_name]
Data Type: string
Dimension: Created by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_created_by]
Data Type: string
Dimension: Created (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_created_on]
Data Type: datetime
Dimension: Domain (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_domain]
Data Type: string
Dimension: Domain Path (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_domain_path]
Data Type: string
Dimension: Sys ID (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_id]
Data Type: string
Dimension: Updated by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_updated_by]
Data Type: string
Dimension: Updated (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_updated_on]
Data Type: datetime
Dimension: Time worked (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[time_worked]
Data Type: string
Dimension: Upon approval (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[upon_approval]
Data Type: string
Dimension: Upon reject (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[upon_reject]
Data Type: string
Dimension: User input (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[user_input]
Data Type: string
Dimension: Watch list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[watch_list]
Data Type: string
Dimension: Work end (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_end]
Data Type: datetime
Dimension: Work notes (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_notes]
Data Type: string
Dimension: Work notes list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_notes_list]
Data Type: string
Dimension: Work start (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_start]
Data Type: datetime
Problem
Dimension: Active
Role: Discrete Dimension
Remote Column: [Problem].[active]
Data Type: boolean
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [Problem].[activity_due]
Data Type: datetime
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [Problem].[additional_assignee_list]
Data Type: string
Dimension: Approval
Role: Discrete Dimension
Remote Column: [Problem].[approval]
Data Type: string
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [Problem].[approval_history]
Data Type: string
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [Problem].[approval_set]
Data Type: datetime
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [Problem].[assigned_to]
Data Type: string
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [Problem].[assignment_group]
Data Type: string
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [Problem].[business_duration]
Data Type: datetime
Dimension: Business service
Role: Discrete Dimension
Remote Column: [Problem].[business_service]
Data Type: string
Dimension: Duration
Role: Discrete Dimension
Remote Column: [Problem].[calendar_duration]
Data Type: datetime
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [Problem].[close_notes]
Data Type: string
Dimension: Closed
Role: Discrete Dimension
Remote Column: [Problem].[closed_at]
Data Type: datetime
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [Problem].[closed_by]
Data Type: string
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [Problem].[cmdb_ci]
Data Type: string
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [Problem].[comments]
Data Type: string
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [Problem].[comments_and_work_notes]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Problem].[company]
Data Type: string
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [Problem].[contact_type]
Data Type: string
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [Problem].[correlation_display]
Data Type: string
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [Problem].[correlation_id]
Data Type: string
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [Problem].[delivery_plan]
Data Type: string
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [Problem].[delivery_task]
Data Type: string
Dimension: Description
Role: Discrete Dimension
Remote Column: [Problem].[description]
Data Type: string
Dimension: Due date
Role: Discrete Dimension
Remote Column: [Problem].[due_date]
Data Type: datetime
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [Problem].[expected_start]
Data Type: datetime
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [Problem].[follow_up]
Data Type: datetime
Dimension: Group list
Role: Discrete Dimension
Remote Column: [Problem].[group_list]
Data Type: string
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [Problem].[knowledge]
Data Type: boolean
Dimension: Known error
Role: Discrete Dimension
Remote Column: [Problem].[known_error]
Data Type: boolean
Dimension: Location
Role: Discrete Dimension
Remote Column: [Problem].[location]
Data Type: string
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [Problem].[made_sla]
Data Type: boolean
Dimension: Number
Role: Discrete Dimension
Remote Column: [Problem].[number]
Data Type: string
Dimension: Opened
Role: Discrete Dimension
Remote Column: [Problem].[opened_at]
Data Type: datetime
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [Problem].[opened_by]
Data Type: string
Dimension: Parent
Role: Discrete Dimension
Remote Column: [Problem].[parent]
Data Type: string
Dimension: Priority
Role: Discrete Dimension
Remote Column: [Problem].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Problem state
Role: Discrete Dimension
Remote Column: [Problem].[problem_state]
Data Type: integer
Aggregation: Sum
Dimension: Change request
Role: Discrete Dimension
Remote Column: [Problem].[rfc]
Data Type: string
Dimension: Short description
Role: Discrete Dimension
Remote Column: [Problem].[short_description]
Data Type: string
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [Problem].[sla_due]
Data Type: datetime
Dimension: Task type
Role: Discrete Dimension
Remote Column: [Problem].[sys_class_name]
Data Type: string
Dimension: Created by
Role: Discrete Dimension
Remote Column: [Problem].[sys_created_by]
Data Type: string
Dimension: Created
Role: Discrete Dimension
Remote Column: [Problem].[sys_created_on]
Data Type: datetime
Dimension: Domain
Role: Discrete Dimension
Remote Column: [Problem].[sys_domain]
Data Type: string
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [Problem].[sys_domain_path]
Data Type: string
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [Problem].[sys_id]
Data Type: string
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [Problem].[sys_updated_by]
Data Type: string
Dimension: Updated
Role: Discrete Dimension
Remote Column: [Problem].[sys_updated_on]
Data Type: datetime
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [Problem].[time_worked]
Data Type: string
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [Problem].[upon_approval]
Data Type: string
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [Problem].[upon_reject]
Data Type: string
Dimension: User input
Role: Discrete Dimension
Remote Column: [Problem].[user_input]
Data Type: string
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [Problem].[watch_list]
Data Type: string
Dimension: Workaround
Role: Discrete Dimension
Remote Column: [Problem].[work_around]
Data Type: string
Dimension: Work end
Role: Discrete Dimension
Remote Column: [Problem].[work_end]
Data Type: datetime
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [Problem].[work_notes]
Data Type: string
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [Problem].[work_notes_list]
Data Type: string
Dimension: Work start
Role: Discrete Dimension
Remote Column: [Problem].[work_start]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Ticket URL
Role: Discrete Dimension
Data Type: string
Formula: //Calc generates individual links to each one of the problems in the system
//Please note that the same problem can appear more than once
"https://"+[Instance Name]+".service-now.com/nav_to.do?uri=problem.do?sys_id="+[sys_id]
Dimension: Related Incident?
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field
//It adds a mark to all problems with related incidents
IF { FIXED [number]: SUM([related_incidents])}>0
THEN "●"
ELSE " "
END
Dimension: Time Span Breakdown
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field
// It groups the problems accordingly their last update date
IF DATEDIFF("day", [sys_updated_on], TODAY()) < 30
THEN "Under 30 d"
ELSEIF DATEDIFF("day", [sys_updated_on], TODAY()) > 90
THEN "+ than 90d"
ELSE " 30-90 d"
END
Dimension: Filter by Related Incident
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field containing a level of detail expression (LOD)
// It shows true if a problems has one or more associated incidents
IIF({ FIXED [number]: MAX([related_incidents])}>0, "TRUE", "FALSE")
Dimension: Instance Name
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field
// It gets any value typed in the parameter "Instance Name"
[Parameters].[Parameter 1]
Measure
Group
Measure: Updates (Group)
Role: Continous Measure
Remote Column: [Group].[sys_mod_count]
Data Type: integer
Incident
Measure: Business resolve time
Role: Continous Measure
Remote Column: [Incident].[business_stc]
Data Type: integer
Measure: Resolve time
Role: Continous Measure
Remote Column: [Incident].[calendar_stc]
Data Type: integer
Measure: Child Incidents
Role: Continous Measure
Remote Column: [Incident].[child_incidents]
Data Type: integer
Measure: Escalation (Incident)
Role: Continous Measure
Remote Column: [Incident].[escalation]
Data Type: integer
Measure: Impact (Incident)
Role: Continous Measure
Remote Column: [Incident].[impact]
Data Type: integer
Measure: Incident state
Role: Continous Measure
Remote Column: [Incident].[incident_state]
Data Type: integer
Measure: Notify
Role: Continous Measure
Remote Column: [Incident].[notify]
Data Type: integer
Measure: Order (Incident)
Role: Continous Measure
Remote Column: [Incident].[order]
Data Type: integer
Measure: Priority (Incident)
Role: Continous Measure
Remote Column: [Incident].[priority]
Data Type: integer
Measure: Reassignment count (Incident)
Role: Continous Measure
Remote Column: [Incident].[reassignment_count]
Data Type: integer
Measure: Reopen count
Role: Continous Measure
Remote Column: [Incident].[reopen_count]
Data Type: integer
Measure: Severity
Role: Continous Measure
Remote Column: [Incident].[severity]
Data Type: integer
Measure: State (Incident)
Role: Continous Measure
Remote Column: [Incident].[state]
Data Type: integer
Measure: Updates (Incident)
Role: Continous Measure
Remote Column: [Incident].[sys_mod_count]
Data Type: integer
Measure: Urgency (Incident)
Role: Continous Measure
Remote Column: [Incident].[urgency]
Data Type: integer
Problem
Measure: Escalation
Role: Continous Measure
Remote Column: [Problem].[escalation]
Data Type: integer
Measure: Impact
Role: Continous Measure
Remote Column: [Problem].[impact]
Data Type: integer
Measure: Order
Role: Continous Measure
Remote Column: [Problem].[order]
Data Type: integer
Measure: Reassignment count
Role: Continous Measure
Remote Column: [Problem].[reassignment_count]
Data Type: integer
Measure: Related Incidents
Role: Continous Measure
Remote Column: [Problem].[related_incidents]
Data Type: integer
Measure: State
Role: Continous Measure
Remote Column: [Problem].[state]
Data Type: integer
Measure: Updates
Role: Continous Measure
Remote Column: [Problem].[sys_mod_count]
Data Type: integer
Measure: Urgency
Role: Continous Measure
Remote Column: [Problem].[urgency]
Data Type: integer
Calculated/Other
Measure: Average Age (DD:HH:MM:SS)
Role: Discrete Measure
Data Type: string
Formula: // This is a calculated field
// It transforms time in seconds in DD:HH:MM:SS format
STR(INT(AVG([Problem Age (seconds)])/86400))
+ " day(s) " +
IF (INT(AVG([Problem Age (seconds)])%86400/3600))
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Problem Age (seconds)])%86400/3600))
+ ":" +
IF INT(AVG([Problem Age (seconds)])%3600/60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Problem Age (seconds)])%3600/60))
+ ":" +
IF INT(AVG([Problem Age (seconds)]) %3600 %60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Problem Age (seconds)]) %3600 %60))
Measure: % Not Worked +90 Days
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
//It shows the percentage of problems which is more than 90 days old
COUNTD(IF [Time Span Breakdown]= "+ than 90d"
THEN [number]
END)/ COUNTD([number])
Measure: % with Related Incident
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
//It shows the percentage of problems which has a related incident
COUNTD(IF [related_incidents]>0
THEN [number]
END)/
COUNTD([number])
Measure: Show Group
Role: Discrete Measure
Data Type: string
Formula: // This is a calculated field
// It shows the name of a group when the dashboard is filtered
IF COUNTD([name])=1
THEN ATTR([name])
ELSE "Showing All Groups"
END
Measure: Known Errors
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of problems which are known errors
COUNTD(IF [known_error] = TRUE
THEN [number]
END)
/
COUNT([number])
Measure: Problem Age (seconds)
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It returns the difference in seconds between opening a problem and now
{ FIXED [number]:
DATEDIFF("second", max([opened_at]), NOW())}
Measure: With Related Incidents
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It counts each distinct problem with at least one related incident
COUNTD(IF [related_incidents]>0
THEN [number]
END)/
COUNTD([number])
Measure: Active Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct problem which is still active
COUNTD (IF [active]=TRUE
THEN [number] END)
Measure: Incidents Attached
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct incident attached to a problem
COUNTD([number (Incident)])
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Parameter
Calculated/Other
Measure: Instance Name
Role: Discrete Measure
Data Type: string
Formula: ""
Default Value: ""
Parameter Type: any
Semantic Values
[Country].[Name]: "Reino Unido"
Datasource: Request
Connection
Data Sources
Data Source: dev10906
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:ServiceNowITSM-ServiceNowITSM
connectionData: {"connectorName":"ServiceNow ITSM","apiScheme":"https","apiDomain":"service-now.com","apiVersion":"v1","pagination":{"batchSize":500},"userFilters":{"dateRange":30},"authStrategy":"basic","selectedFilter":"dateRange"}
connectionName: ven01911
filename: servicenow.html
path: /servicenow/servicenow/1/
port: 443
server: connectors.tableau.com
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: Request
Database Object: [sc_request]
Connection: dev10906
Table: Requested Item
Database Object: [sc_req_item]
Connection: dev10906
Table: Catalog Item
Database Object: [sc_cat_item]
Connection: dev10906
Table: Category
Database Object: [sc_category]
Connection: dev10906
Table: Location
Database Object: [cmn_location]
Connection: dev10906
Table: Group
Database Object: [sys_user_group]
Connection: dev10906
Dimension
Catalog Item
Dimension: Active (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[active]
Data Type: boolean
Dimension: Availability
Role: Discrete Dimension
Remote Column: [Catalog Item].[availability]
Data Type: string
Dimension: Billable (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[billable]
Data Type: boolean
Dimension: Category
Role: Discrete Dimension
Remote Column: [Catalog Item].[category]
Data Type: string
Dimension: Cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[custom_cart]
Data Type: string
Dimension: Execution Plan
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_plan]
Data Type: string
Dimension: Delivery plan script
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_plan_script]
Data Type: string
Dimension: Delivery time
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_time]
Data Type: datetime
Dimension: Description (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[description]
Data Type: string
Dimension: Entitlement script
Role: Discrete Dimension
Remote Column: [Catalog Item].[entitlement_script]
Data Type: string
Dimension: Fulfillment group
Role: Discrete Dimension
Remote Column: [Catalog Item].[group]
Data Type: string
Dimension: Icon
Role: Discrete Dimension
Remote Column: [Catalog Item].[icon]
Data Type: string
Dimension: Ignore price
Role: Discrete Dimension
Remote Column: [Catalog Item].[ignore_price]
Data Type: boolean
Dimension: Image
Role: Discrete Dimension
Remote Column: [Catalog Item].[image]
Data Type: string
Dimension: List Price
Role: Discrete Dimension
Remote Column: [Catalog Item].[list_price]
Data Type: string
Dimension: Location (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[location]
Data Type: string
Dimension: Meta
Role: Discrete Dimension
Remote Column: [Catalog Item].[meta]
Data Type: string
Dimension: Hide price (mobile listings)
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_hide_price]
Data Type: boolean
Dimension: Mobile Picture
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_picture]
Data Type: string
Dimension: Mobile Picture Type
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_picture_type]
Data Type: string
Dimension: Model
Role: Discrete Dimension
Remote Column: [Catalog Item].[model]
Data Type: string
Dimension: Name
Role: Discrete Dimension
Remote Column: [Catalog Item].[name]
Data Type: string
Dimension: No cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_cart]
Data Type: boolean
Dimension: No order
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_order]
Data Type: boolean
Dimension: No order now
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_order_now]
Data Type: boolean
Dimension: No proceed checkout
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_proceed_checkout]
Data Type: boolean
Dimension: No quantity
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_quantity]
Data Type: boolean
Dimension: No search
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_search]
Data Type: boolean
Dimension: Omit price in cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[omit_price]
Data Type: boolean
Dimension: Ordered item link
Role: Discrete Dimension
Remote Column: [Catalog Item].[ordered_item_link]
Data Type: string
Dimension: Picture
Role: Discrete Dimension
Remote Column: [Catalog Item].[picture]
Data Type: string
Dimension: Preview link
Role: Discrete Dimension
Remote Column: [Catalog Item].[preview]
Data Type: string
Dimension: Price (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[price]
Data Type: string
Dimension: Recurring Price Frequency (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[recurring_frequency]
Data Type: string
Dimension: Recurring price
Role: Discrete Dimension
Remote Column: [Catalog Item].[recurring_price]
Data Type: string
Dimension: Roles
Role: Discrete Dimension
Remote Column: [Catalog Item].[roles]
Data Type: string
Dimension: Catalogs
Role: Discrete Dimension
Remote Column: [Catalog Item].[sc_catalogs]
Data Type: string
Dimension: Created from item design
Role: Discrete Dimension
Remote Column: [Catalog Item].[sc_ic_item_staging]
Data Type: string
Dimension: Short description (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[short_description]
Data Type: string
Dimension: Start closed
Role: Discrete Dimension
Remote Column: [Catalog Item].[start_closed]
Data Type: boolean
Dimension: Class
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_class_name]
Data Type: string
Dimension: Created by (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_created_by]
Data Type: string
Dimension: Created (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_created_on]
Data Type: datetime
Dimension: Customer update
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_customer_update]
Data Type: boolean
Dimension: Sys ID (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_id]
Data Type: string
Dimension: Display name
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_name]
Data Type: string
Dimension: Package
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_package]
Data Type: string
Dimension: Protection policy
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_policy]
Data Type: string
Dimension: Replace on upgrade
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_replace_on_upgrade]
Data Type: boolean
Dimension: Application
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_scope]
Data Type: string
Dimension: Update name
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_update_name]
Data Type: string
Dimension: Updated by (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_updated_by]
Data Type: string
Dimension: Updated (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_updated_on]
Data Type: datetime
Dimension: Template
Role: Discrete Dimension
Remote Column: [Catalog Item].[template]
Data Type: string
Dimension: Type
Role: Discrete Dimension
Remote Column: [Catalog Item].[type]
Data Type: string
Dimension: Use cart layout
Role: Discrete Dimension
Remote Column: [Catalog Item].[use_sc_layout]
Data Type: boolean
Dimension: Vendor
Role: Discrete Dimension
Remote Column: [Catalog Item].[vendor]
Data Type: string
Dimension: Visible on Bundles
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_bundle]
Data Type: boolean
Dimension: Visible on Guides
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_guide]
Data Type: boolean
Dimension: Visible elsewhere
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_standalone]
Data Type: boolean
Dimension: Workflow
Role: Discrete Dimension
Remote Column: [Catalog Item].[workflow]
Data Type: string
Category
Dimension: Active (Category)
Role: Discrete Dimension
Remote Column: [Category].[active]
Data Type: boolean
Dimension: Description (Category)
Role: Discrete Dimension
Remote Column: [Category].[description]
Data Type: string
Dimension: Entitlement script (Category)
Role: Discrete Dimension
Remote Column: [Category].[entitlement_script]
Data Type: string
Dimension: Header icon
Role: Discrete Dimension
Remote Column: [Category].[header_icon]
Data Type: string
Dimension: Homepage image
Role: Discrete Dimension
Remote Column: [Category].[homepage_image]
Data Type: string
Dimension: Homepage renderer
Role: Discrete Dimension
Remote Column: [Category].[homepage_renderer]
Data Type: string
Dimension: Icon (Category)
Role: Discrete Dimension
Remote Column: [Category].[icon]
Data Type: string
Dimension: Image (Category)
Role: Discrete Dimension
Remote Column: [Category].[image]
Data Type: string
Dimension: Location (Category)
Role: Discrete Dimension
Remote Column: [Category].[location]
Data Type: string
Dimension: Hide description (mobile browsing)
Role: Discrete Dimension
Remote Column: [Category].[mobile_hide_description]
Data Type: boolean
Dimension: Mobile Picture (Category)
Role: Discrete Dimension
Remote Column: [Category].[mobile_picture]
Data Type: string
Dimension: Mobile Subcategory Render Type
Role: Discrete Dimension
Remote Column: [Category].[mobile_subcategory_render_type]
Data Type: string
Dimension: Module link
Role: Discrete Dimension
Remote Column: [Category].[module]
Data Type: string
Dimension: Parent (Category)
Role: Discrete Dimension
Remote Column: [Category].[parent]
Data Type: string
Dimension: Roles (Category)
Role: Discrete Dimension
Remote Column: [Category].[roles]
Data Type: string
Dimension: Catalog (Category)
Role: Discrete Dimension
Remote Column: [Category].[sc_catalog]
Data Type: string
Dimension: Show in CMS
Role: Discrete Dimension
Remote Column: [Category].[show_in_cms]
Data Type: boolean
Dimension: Class (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_class_name]
Data Type: string
Dimension: Created by (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_created_by]
Data Type: string
Dimension: Created (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_created_on]
Data Type: datetime
Dimension: Customer update (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_customer_update]
Data Type: boolean
Dimension: Sys ID (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_id]
Data Type: string
Dimension: Display name (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_name]
Data Type: string
Dimension: Package (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_package]
Data Type: string
Dimension: Protection policy (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_policy]
Data Type: string
Dimension: Replace on upgrade (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_replace_on_upgrade]
Data Type: boolean
Dimension: Application (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_scope]
Data Type: string
Dimension: Update name (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_update_name]
Data Type: string
Dimension: Updated by (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_updated_by]
Data Type: string
Dimension: Updated (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_updated_on]
Data Type: datetime
Dimension: Title
Role: Discrete Dimension
Remote Column: [Category].[title]
Data Type: string
Group
Dimension: Active (Group)
Role: Discrete Dimension
Remote Column: [Group].[active]
Data Type: boolean
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [Group].[cost_center]
Data Type: string
Dimension: Default assignee
Role: Discrete Dimension
Remote Column: [Group].[default_assignee]
Data Type: string
Dimension: Description (Group)
Role: Discrete Dimension
Remote Column: [Group].[description]
Data Type: string
Dimension: Group email
Role: Discrete Dimension
Remote Column: [Group].[email]
Data Type: string
Dimension: Exclude manager
Role: Discrete Dimension
Remote Column: [Group].[exclude_manager]
Data Type: boolean
Dimension: Include members
Role: Discrete Dimension
Remote Column: [Group].[include_members]
Data Type: boolean
Dimension: Manager
Role: Discrete Dimension
Remote Column: [Group].[manager]
Data Type: string
Dimension: Name (Group)
Role: Discrete Dimension
Remote Column: [Group].[name]
Data Type: string
Dimension: Parent (Group)
Role: Discrete Dimension
Remote Column: [Group].[parent]
Data Type: string
Dimension: Roles (Group)
Role: Discrete Dimension
Remote Column: [Group].[roles]
Data Type: string
Dimension: Source
Role: Discrete Dimension
Remote Column: [Group].[source]
Data Type: string
Dimension: Created by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_by]
Data Type: string
Dimension: Created (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_on]
Data Type: datetime
Dimension: Sys ID (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_id]
Data Type: string
Dimension: Updated by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_by]
Data Type: string
Dimension: Updated (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_on]
Data Type: datetime
Dimension: Type (Group)
Role: Discrete Dimension
Remote Column: [Group].[type]
Data Type: string
Dimension: u_
Role: Discrete Dimension
Remote Column: [Group].[u_lu2]
Data Type: string
Dimension: Lucha
Role: Discrete Dimension
Remote Column: [Group].[u_lucha]
Data Type: string
Dimension: u
Role: Discrete Dimension
Remote Column: [Group].[u_u]
Data Type: string
Location
Dimension: City
Role: Discrete Dimension
Remote Column: [Location].[city]
Data Type: string
Dimension: Company (Location)
Role: Discrete Dimension
Remote Column: [Location].[company]
Data Type: string
Dimension: Contact
Role: Discrete Dimension
Remote Column: [Location].[contact]
Data Type: string
Dimension: Country
Role: Discrete Dimension
Remote Column: [Location].[country]
Data Type: string
Dimension: Fax phone
Role: Discrete Dimension
Remote Column: [Location].[fax_phone]
Data Type: string
Dimension: Full name
Role: Discrete Dimension
Remote Column: [Location].[full_name]
Data Type: string
Dimension: Lat long error
Role: Discrete Dimension
Remote Column: [Location].[lat_long_error]
Data Type: string
Dimension: Latitude
Role: Discrete Dimension
Remote Column: [Location].[latitude]
Data Type: string
Dimension: Longitude
Role: Discrete Dimension
Remote Column: [Location].[longitude]
Data Type: string
Dimension: Name (Location)
Role: Discrete Dimension
Remote Column: [Location].[name]
Data Type: string
Dimension: Parent (Location)
Role: Discrete Dimension
Remote Column: [Location].[parent]
Data Type: string
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Location].[phone]
Data Type: string
Dimension: Phone territory
Role: Discrete Dimension
Remote Column: [Location].[phone_territory]
Data Type: string
Dimension: State / Province
Role: Discrete Dimension
Remote Column: [Location].[state]
Data Type: string
Dimension: Stock room
Role: Discrete Dimension
Remote Column: [Location].[stock_room]
Data Type: boolean
Dimension: Street
Role: Discrete Dimension
Remote Column: [Location].[street]
Data Type: string
Dimension: Created by (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_created_by]
Data Type: string
Dimension: Created (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_created_on]
Data Type: datetime
Dimension: Sys ID (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_id]
Data Type: string
Dimension: Updated by (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_updated_by]
Data Type: string
Dimension: Updated (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_updated_on]
Data Type: datetime
Dimension: Time zone
Role: Discrete Dimension
Remote Column: [Location].[time_zone]
Data Type: string
Dimension: Zip / Postal Code
Role: Discrete Dimension
Remote Column: [Location].[zip]
Data Type: string
Request
Dimension: Active
Role: Discrete Dimension
Remote Column: [Request].[active]
Data Type: boolean
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [Request].[activity_due]
Data Type: datetime
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [Request].[additional_assignee_list]
Data Type: string
Dimension: Approval
Role: Discrete Dimension
Remote Column: [Request].[approval]
Data Type: string
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [Request].[approval_history]
Data Type: string
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [Request].[approval_set]
Data Type: datetime
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [Request].[assigned_to]
Data Type: string
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [Request].[assignment_group]
Data Type: string
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [Request].[business_duration]
Data Type: datetime
Dimension: Business service
Role: Discrete Dimension
Remote Column: [Request].[business_service]
Data Type: string
Dimension: Duration
Role: Discrete Dimension
Remote Column: [Request].[calendar_duration]
Data Type: datetime
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [Request].[close_notes]
Data Type: string
Dimension: Closed
Role: Discrete Dimension
Remote Column: [Request].[closed_at]
Data Type: datetime
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [Request].[closed_by]
Data Type: string
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [Request].[cmdb_ci]
Data Type: string
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [Request].[comments]
Data Type: string
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [Request].[comments_and_work_notes]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Request].[company]
Data Type: string
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [Request].[contact_type]
Data Type: string
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [Request].[correlation_display]
Data Type: string
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [Request].[correlation_id]
Data Type: string
Dimension: Delivery address
Role: Discrete Dimension
Remote Column: [Request].[delivery_address]
Data Type: string
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [Request].[delivery_plan]
Data Type: string
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [Request].[delivery_task]
Data Type: string
Dimension: Description
Role: Discrete Dimension
Remote Column: [Request].[description]
Data Type: string
Dimension: Due date
Role: Discrete Dimension
Remote Column: [Request].[due_date]
Data Type: datetime
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [Request].[expected_start]
Data Type: datetime
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [Request].[follow_up]
Data Type: datetime
Dimension: Group list
Role: Discrete Dimension
Remote Column: [Request].[group_list]
Data Type: string
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [Request].[knowledge]
Data Type: boolean
Dimension: Location
Role: Discrete Dimension
Remote Column: [Request].[location]
Data Type: string
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [Request].[made_sla]
Data Type: boolean
Dimension: Number
Role: Discrete Dimension
Remote Column: [Request].[number]
Data Type: string
Dimension: Opened
Role: Discrete Dimension
Remote Column: [Request].[opened_at]
Data Type: datetime
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [Request].[opened_by]
Data Type: string
Dimension: Parent
Role: Discrete Dimension
Remote Column: [Request].[parent]
Data Type: string
Dimension: Price
Role: Discrete Dimension
Remote Column: [Request].[price]
Data Type: string
Dimension: Priority
Role: Discrete Dimension
Remote Column: [Request].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Request state
Role: Discrete Dimension
Remote Column: [Request].[request_state]
Data Type: string
Dimension: Requested for date
Role: Discrete Dimension
Remote Column: [Request].[requested_date]
Data Type: date
Dimension: Requested for
Role: Discrete Dimension
Remote Column: [Request].[requested_for]
Data Type: string
Dimension: Short description
Role: Discrete Dimension
Remote Column: [Request].[short_description]
Data Type: string
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [Request].[sla_due]
Data Type: datetime
Dimension: Special instructions
Role: Discrete Dimension
Remote Column: [Request].[special_instructions]
Data Type: string
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Request].[stage]
Data Type: string
Dimension: Task type
Role: Discrete Dimension
Remote Column: [Request].[sys_class_name]
Data Type: string
Dimension: Created by
Role: Discrete Dimension
Remote Column: [Request].[sys_created_by]
Data Type: string
Dimension: Created
Role: Discrete Dimension
Remote Column: [Request].[sys_created_on]
Data Type: datetime
Dimension: Domain
Role: Discrete Dimension
Remote Column: [Request].[sys_domain]
Data Type: string
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [Request].[sys_domain_path]
Data Type: string
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [Request].[sys_id]
Data Type: string
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [Request].[sys_updated_by]
Data Type: string
Dimension: Updated
Role: Discrete Dimension
Remote Column: [Request].[sys_updated_on]
Data Type: datetime
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [Request].[time_worked]
Data Type: string
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [Request].[upon_approval]
Data Type: string
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [Request].[upon_reject]
Data Type: string
Dimension: User input
Role: Discrete Dimension
Remote Column: [Request].[user_input]
Data Type: string
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [Request].[watch_list]
Data Type: string
Dimension: Work end
Role: Discrete Dimension
Remote Column: [Request].[work_end]
Data Type: datetime
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [Request].[work_notes]
Data Type: string
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [Request].[work_notes_list]
Data Type: string
Dimension: Work start
Role: Discrete Dimension
Remote Column: [Request].[work_start]
Data Type: datetime
Requested Item
Dimension: Active (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[active]
Data Type: boolean
Dimension: Activity due (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[activity_due]
Data Type: datetime
Dimension: Additional assignee list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[additional_assignee_list]
Data Type: string
Dimension: Approval (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval]
Data Type: string
Dimension: Approval history (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval_history]
Data Type: string
Dimension: Approval set (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval_set]
Data Type: datetime
Dimension: Assigned to (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[assigned_to]
Data Type: string
Dimension: Assignment group (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[assignment_group]
Data Type: string
Dimension: Backordered
Role: Discrete Dimension
Remote Column: [Requested Item].[backordered]
Data Type: boolean
Dimension: Billable
Role: Discrete Dimension
Remote Column: [Requested Item].[billable]
Data Type: boolean
Dimension: Business duration (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[business_duration]
Data Type: datetime
Dimension: Business service (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[business_service]
Data Type: string
Dimension: Duration (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[calendar_duration]
Data Type: datetime
Dimension: Item
Role: Discrete Dimension
Remote Column: [Requested Item].[cat_item]
Data Type: string
Dimension: Close notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[close_notes]
Data Type: string
Dimension: Closed (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[closed_at]
Data Type: datetime
Dimension: Closed by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[closed_by]
Data Type: string
Dimension: Configuration item (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[cmdb_ci]
Data Type: string
Dimension: Additional comments (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[comments]
Data Type: string
Dimension: Comments and Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[comments_and_work_notes]
Data Type: string
Dimension: Company (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[company]
Data Type: string
Dimension: Configuration item (Requested Item) 1
Role: Discrete Dimension
Remote Column: [Requested Item].[configuration_item]
Data Type: string
Dimension: Contact type (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[contact_type]
Data Type: string
Dimension: Context
Role: Discrete Dimension
Remote Column: [Requested Item].[context]
Data Type: string
Dimension: Correlation display (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[correlation_display]
Data Type: string
Dimension: Correlation ID (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[correlation_id]
Data Type: string
Dimension: Delivery plan (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[delivery_plan]
Data Type: string
Dimension: Delivery task (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[delivery_task]
Data Type: string
Dimension: Description (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[description]
Data Type: string
Dimension: Due date (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[due_date]
Data Type: datetime
Dimension: Estimated Delivery
Role: Discrete Dimension
Remote Column: [Requested Item].[estimated_delivery]
Data Type: datetime
Dimension: Expected start (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[expected_start]
Data Type: datetime
Dimension: Follow up (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[follow_up]
Data Type: datetime
Dimension: Group list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[group_list]
Data Type: string
Dimension: Knowledge (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[knowledge]
Data Type: boolean
Dimension: Location (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[location]
Data Type: string
Dimension: Made SLA (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[made_sla]
Data Type: boolean
Dimension: Number (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[number]
Data Type: string
Dimension: Opened (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[opened_at]
Data Type: datetime
Dimension: Opened by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[opened_by]
Data Type: string
Dimension: Order Guide
Role: Discrete Dimension
Remote Column: [Requested Item].[order_guide]
Data Type: string
Dimension: Parent (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[parent]
Data Type: string
Dimension: Price (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[price]
Data Type: string
Dimension: Priority (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Recurring Price Frequency
Role: Discrete Dimension
Remote Column: [Requested Item].[recurring_frequency]
Data Type: string
Dimension: Recurring Price
Role: Discrete Dimension
Remote Column: [Requested Item].[recurring_price]
Data Type: string
Dimension: Request
Role: Discrete Dimension
Remote Column: [Requested Item].[request]
Data Type: string
Dimension: Catalog
Role: Discrete Dimension
Remote Column: [Requested Item].[sc_catalog]
Data Type: string
Dimension: Short description (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[short_description]
Data Type: string
Dimension: SLA due (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sla_due]
Data Type: datetime
Dimension: Stage (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[stage]
Data Type: string
Dimension: Task type (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_class_name]
Data Type: string
Dimension: Created by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_created_by]
Data Type: string
Dimension: Created (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_created_on]
Data Type: datetime
Dimension: Domain (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_domain]
Data Type: string
Dimension: Domain Path (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_domain_path]
Data Type: string
Dimension: Sys ID (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_id]
Data Type: string
Dimension: Updated by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_updated_by]
Data Type: string
Dimension: Updated (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_updated_on]
Data Type: datetime
Dimension: Time worked (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[time_worked]
Data Type: string
Dimension: Upon approval (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[upon_approval]
Data Type: string
Dimension: Upon reject (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[upon_reject]
Data Type: string
Dimension: User input (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[user_input]
Data Type: string
Dimension: Watch list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[watch_list]
Data Type: string
Dimension: Work end (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_end]
Data Type: datetime
Dimension: Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_notes]
Data Type: string
Dimension: Work notes list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_notes_list]
Data Type: string
Dimension: Work start (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_start]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Closed Before Due Date?
Role: Discrete Dimension
Data Type: boolean
Formula: IF [active]= FALSE
THEN [due_date] >= { FIXED [number] : MAX([closed_at]) }
END
Measure
Catalog Item
Measure: Cost
Role: Continous Measure
Remote Column: [Catalog Item].[cost]
Data Type: real
Measure: Order (Catalog Item)
Role: Continous Measure
Remote Column: [Catalog Item].[order]
Data Type: integer
Measure: Published version
Role: Continous Measure
Remote Column: [Catalog Item].[sc_ic_version]
Data Type: integer
Measure: Updates (Catalog Item)
Role: Continous Measure
Remote Column: [Catalog Item].[sys_mod_count]
Data Type: integer
Category
Measure: Order (Category)
Role: Continous Measure
Remote Column: [Category].[order]
Data Type: integer
Measure: Updates (Category)
Role: Continous Measure
Remote Column: [Category].[sys_mod_count]
Data Type: integer
Group
Measure: Updates (Group)
Role: Continous Measure
Remote Column: [Group].[sys_mod_count]
Data Type: integer
Location
Measure: Updates (Location)
Role: Continous Measure
Remote Column: [Location].[sys_mod_count]
Data Type: integer
Request
Measure: Resolve Time
Role: Continous Measure
Remote Column: [Request].[calendar_stc]
Data Type: integer
Measure: Escalation
Role: Continous Measure
Remote Column: [Request].[escalation]
Data Type: integer
Measure: Impact
Role: Continous Measure
Remote Column: [Request].[impact]
Data Type: integer
Measure: Order
Role: Continous Measure
Remote Column: [Request].[order]
Data Type: integer
Measure: Reassignment count
Role: Continous Measure
Remote Column: [Request].[reassignment_count]
Data Type: integer
Measure: State
Role: Continous Measure
Remote Column: [Request].[state]
Data Type: integer
Measure: Updates
Role: Continous Measure
Remote Column: [Request].[sys_mod_count]
Data Type: integer
Measure: Urgency
Role: Continous Measure
Remote Column: [Request].[urgency]
Data Type: integer
Requested Item
Measure: Escalation (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[escalation]
Data Type: integer
Measure: Impact (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[impact]
Data Type: integer
Measure: Order (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[order]
Data Type: integer
Measure: Quantity
Role: Continous Measure
Remote Column: [Requested Item].[quantity]
Data Type: integer
Measure: Reassignment count (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[reassignment_count]
Data Type: integer
Measure: State (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[state]
Data Type: integer
Measure: Updates (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[sys_mod_count]
Data Type: integer
Measure: Urgency (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[urgency]
Data Type: integer
Calculated/Other
Measure: Last Opened
Role: Discrete Measure
Data Type: boolean
Formula: LAST()=0
Measure: Time to Close (Seconds)
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It shows how many seconds passed from opening to closing a request
DATEDIFF('second', [opened_at], [closed_at])
Measure: Average Time to Close (DD:HH:MM:SS)
Role: Discrete Measure
Data Type: string
Formula: // This is a calculated field
// It transforms time in seconds into time in DD:HH:MM:SS format
STR(INT(AVG([Time to Close (Seconds)])/86400))
+ " day(s) " +
IF (INT(AVG([Time to Close (Seconds)])%86400/3600))
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close (Seconds)])%86400/3600))
+ ":" +
IF INT(AVG([Time to Close (Seconds)])%3600/60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close (Seconds)])%3600/60))
+ ":" +
IF INT(AVG([Time to Close (Seconds)]) %3600 %60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close (Seconds)]) %3600 %60))
Measure: Requests Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field using the COUNTD expression
// For each distinct request, it counts 1
COUNTD([number])
Measure: Requested Items Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field using a COUNTD expression
// For each distinct requested item, it counts 1
COUNTD([number (Requested Item)])
Measure: Items by Request (AVG)
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the average number of items requested by request
[Requested Items Total]
/
[Requests Total]
Measure: Number Requests Closed Before Due Date
Role: Continous Measure
Data Type: integer
Formula: COUNTD(IF [Closed Before Due Date?]= TRUE
THEN [number] END)
Measure: % Closed Before Due Date
Role: Continous Measure
Data Type: real
Formula: [Number Requests Closed Before Due Date]/COUNTD([number])
Measure: Rejected Requests Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It shows true/false if a requested is rejected
COUNTD(IF CONTAINS([request_state],"rejected")= TRUE
THEN [number] END)
Measure: % Rejected Requests
Role: Continous Measure
Data Type: real
Formula: [Rejected Requests Total]/COUNTD([number])
Measure: Last Closed
Role: Discrete Measure
Data Type: boolean
Formula: LAST()=0
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "Reino Unido"
Dashboards
Dashboard: Problem Tracker
Worksheets
Worksheet: Group Name
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description]
[Show Group]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Summary
Datasources: Parameters
ven01911
Used Dimensions & Measures: [% Not Worked +90 Days]
[% with Related Incident]
[Active Total]
[Active]
[Average Age (DD:HH:MM:SS)]
[Filter by Related Incident]
[Incidents Attached]
[Instance Name]
[Instance Name]
[Known error]
[Known Errors]
[Name]
[Number (Incident)]
[Number]
[Opened]
[Priority]
[Problem Age (seconds)]
[Related Incident?]
[Related Incidents]
[Short description]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Incident].[number]
[Problem].[active]
[Problem].[known_error]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Opened Day of Active Problems
Datasources: ven01911
Used Dimensions & Measures: [Active]
[Filter by Related Incident]
[Name]
[Number]
[Opened]
[Priority]
[Related Incidents]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[sys_updated_on]
Worksheet: Last Update
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Description]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[description]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Breakdown by Priority
Datasources: ven01911
Used Dimensions & Measures: [Active]
[Average Age (DD:HH:MM:SS)]
[Filter by Related Incident]
[Name]
[Number]
[Opened]
[Priority]
[Problem Age (seconds)]
[Related Incident?]
[Related Incidents]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[sys_updated_on]
Worksheet: List of Problems
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Description]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[description]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Related Incidents
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Description (Incident)]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number (Incident)]
[Number]
[Opened (Incident)]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description (Incident)]
[Short description]
[Sys ID]
[Ticket URL]
Used Remote Columns: [Group].[name]
[Incident].[description]
[Incident].[number]
[Incident].[opened_at]
[Incident].[short_description]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
Dashboard Objects:
Filter: [ven01911].[name]
Filter: [ven01911].[MY(opened_at)]
Filter: [ven01911].[Filter by Related Incident]
Text: Problem Tracker
Dashboard: Request Report
Worksheets
Worksheet: Summary (2)
Datasources: Request
Used Dimensions & Measures: [Active]
[Average Time to Close (DD:HH:MM:SS)]
[Closed]
[Display name (Category)]
[Items by Request (AVG)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Number]
[Opened]
[Rejected Requests Total]
[Request state]
[Requested Items Total]
[Requests Total]
[Resolve Time]
[Time to Close (Seconds)]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[calendar_stc]
[Request].[closed_at]
[Request].[number]
[Request].[opened_at]
[Request].[request_state]
[Requested Item].[number]
Worksheet: Volume of Open Requests per Day
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Requests Opened By Day
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Locations
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Volume of Open Requests per Category and Day
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Volume of Open Requests per Category
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Requested Items
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Name]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Catalog Item].[name]
[Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Dashboard Objects:
Filter: [Request].[name (Location)]
Filter: [Request].[name (Group)]
Filter: [Request].[MY(opened_at)]
Filter: [Request].[active]
Text: <Sheet Name>
Text: Æ
Worksheets
Worksheet: Breakdown by Priority
Visible: No
Used Datasources
Datasource: ven01911
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Discrete Measure: Average Age (DD:HH:MM:SS)
Continous Measure: Problem Age (seconds)
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Automatic
Tooltip: Priority
<[ven01911].[number]> active incidents
Average Age : <[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]>
View
Rows: [ven01911].[number]
Columns: [ven01911].[priority]
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[name]
[ven01911].[active]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
Styles
Style: axis
[ven01911].[number]
auto-subtitle: true
display: false
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 4
rows
line-visibility: off
Style: header
[ven01911].[priority]
font-size: 8
Style: label
[ven01911].[priority]
font-size: 8
text-orientation: 0
[ven01911].[number]
font-size: 8
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
font-family: Tableau Light
font-size: 8
color: #898989
stroke-size: 2
line-visibility: on
line-pattern-only: dotted
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[ven01911].[name]
title: Group:
Style: quick-filter-title
Other
font-family: Tableau Light
font-size: 8
Worksheet: Group Name
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Discrete Measure: Show Group
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Text
Label: <[ven01911].[Show Group]>
View
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (priority)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Related Incident?)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (priority)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[active]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: pane
Other
border-style: none
border-style: none
Style: table
Other
background-color: #f2f2f3
Worksheet: Last Update
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Description
Remote Column: [Problem].[description]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Bar
Tooltip: <[ven01911].[Time Span Breakdown]>
<[ven01911].[number]> active incidents
View
Rows: [ven01911].[Time Span Breakdown]
Columns: [ven01911].[number]
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Related Incident?,description,number,opened_at,short_description)]
[ven01911].[Action (Related Incident?,description,number,short_description)]
[ven01911].[Action (Ticket URL,Related Incident?,description,number,opened_at,short_description)]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (priority)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Manual Sorting: [ven01911].[Time Span Breakdown] ASC
Slices: [ven01911].[Action (priority)]
[ven01911].[Action (Related Incident?,description,number,short_description)]
[ven01911].[Action (Related Incident?,description,number,opened_at,short_description)]
[ven01911].[Action (Ticket URL,Related Incident?,description,number,opened_at,short_description)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[active]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
Styles
Style: axis
[ven01911].[number]
display: false
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 5
cols
line-visibility: off
Style: label
[ven01911].[Time Span Breakdown]
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: off
Style: table-div
cols
line-visibility: off
rows
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 2
stroke-color: #f5f5f5
Style: header-div
rows
stroke-size: 3
line-visibility: on
line-pattern-only: solid
Style: title
Other
background-color: #f2f2f3
Worksheet: List of Problems
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Description
Remote Column: [Problem].[description]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Shape
Tooltip: Click to see option to navigate to related ServiceNow ticket
View
Rows: [ven01911].[number]
([ven01911].[Related Incident?]
([ven01911].[opened_at]
[ven01911].[short_description])))
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (priority)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[Action (priority)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Priority)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[active]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: cell
Other
width: 240
[ven01911].[Related Incident?]
height: 24
[ven01911].[short_description]
height: 31
Style: header
[ven01911].[short_description]
width: 284
[ven01911].[Related Incident?]
width: 28
[ven01911].[number]
width: 104
[ven01911].[opened_at]
width: 164
rows
band-color: #00000000
Style: label
[ven01911].[Related Incident?]
text-align: center
vertical-align: center
font-size: 12
color: #ff4346
[ven01911].[number]
font-family: Tableau Book
font-size: 8
Style: pane
Other
border-style: none
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Other
font-size: 8
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
div-level: 1
cols
stroke-color: #f5f5f5
Style: title
Other
background-color: #f2f2f3
Worksheet: Locations
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Square
Tooltip: Name (Location): <[Request].[name (Location)]>
Distinct count of Number (Requested Item): <[Request].[number (Requested Item)]>
View
Rows: [Request].[name (Location)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Location)]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: cell
Other
font-family: Tableau Book
font-weight: normal
Style: header
Other
height-header: 10
[Request].[name (Location)]
width: 240
Style: label
[Request].[name (Location)]
font-family: Tableau Light
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
stroke-size: 1
stroke-color: #f5f5f5
div-level: 1
Style: header-div
rows
stroke-size: 1
stroke-color: #e6e6e6
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Request].[name (Location)]
title: Location
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
Worksheet: Opened Day of Active Problems
Visible: No
Used Datasources
Datasource: ven01911
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Bar
Tooltip: <[ven01911].[DAY(opened_at)]>
<[ven01911].[number]> opened problems
View
Rows: [ven01911].[number]
Columns: [ven01911].[DAY(opened_at)]
Filters: [ven01911].[Action (Priority)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Priority)]
[ven01911].[active]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[name]
Styles
Style: axis
[ven01911].[number]
auto-subtitle: true
[ven01911].[DAY(opened_at)]
auto-subtitle: true
rows
tick-color: #00000000
cols
stroke-size: 3
line-visibility: on
line-pattern-only: solid
Style: label
[ven01911].[DAY(opened_at)]
font-size: 8
font-family: Tableau Book
[ven01911].[number]
font-size: 8
Style: gridline
rows
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
stroke-size: 1
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[ven01911].[MY(opened_at)]
title: Opened:
[ven01911].[Filter by Related Incident]
title: Associated incidents:
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Light
Worksheet: Related Incidents
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Description (Incident)
Remote Column: [Incident].[description]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number (Incident)
Remote Column: [Incident].[number]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened (Incident)
Remote Column: [Incident].[opened_at]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description (Incident)
Remote Column: [Incident].[short_description]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Text
View
Rows: [ven01911].[number (Incident)]
[ven01911].[ATTR(opened_at (Incident))]
Filters: [ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
[ven01911].[number (Incident)]
Slices: [ven01911].[number (Incident)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[active]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: cell
Other
width: 236
[ven01911].[ATTR(opened_at (Incident))]
height: 28
Style: header
[ven01911].[number (Incident)]
width: 120
rows
band-color: #00000000
Style: label
[ven01911].[number (Incident)]
display: true
font-family: Tableau Book
font-size: 8
Style: pane
Other
border-style: none
border-style: none
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Other
font-size: 8
color: #555555
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 1
stroke-color: #f5f5f5
Style: title
Other
background-color: #f5f5f5
Worksheet: Requested Items
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Name
Remote Column: [Catalog Item].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Square
Tooltip: Name: <[Request].[name]>
Distinct count of Number (Requested Item): <[Request].[number (Requested Item)]>
View
Rows: [Request].[name]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: cell
[Request].[name]
height: 23
Other
font-family: Tableau Book
font-weight: normal
Style: header
[Request].[name]
width: 244
Other
height-header: 10
Style: label
[Request].[name]
font-family: Tableau Light
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
stroke-size: 1
stroke-color: #f5f5f5
div-level: 1
Style: header-div
rows
stroke-size: 1
stroke-color: #e6e6e6
Style: title
Other
background-color: #f2f2f3
Worksheet: Requests Opened By Day
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Automatic
Tooltip: <[Request].[DAY(opened_at)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[number (Requested Item)]
Columns: [Request].[DAY(opened_at)]
Filters: [Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: axis
[Request].[DAY(opened_at)]
auto-subtitle: true
height: 28
[Request].[number (Requested Item)]
auto-subtitle: true
width: 32
Style: pane
Other
border-color: #f5f5f5
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
text-align: right
vertical-align: bottom
stroke-color: #1b1b1b4b
fill-above: #00000000
fill-below: #00000000
stroke-size: 2
text-format: n#,##0.00;-#,##0.00
color: #333333
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Request].[name (Group)]
title: Assignment Group
Style: quick-filter-title
Other
font-family: Tableau Regular
color: #555555
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Known error
Remote Column: [Problem].[known_error]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number (Incident)
Remote Column: [Incident].[number]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Discrete Measure: Average Age (DD:HH:MM:SS)
Continous Measure: % Not Worked +90 Days
Continous Measure: % with Related Incident
Continous Measure: Known Errors
Continous Measure: Problem Age (seconds)
Continous Measure: Active Total
Continous Measure: Incidents Attached
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Text
Label: <[ven01911].[Multiple Values]>
Tooltip: Distinct count of Number: <[ven01911].[number]>
<[ven01911].[Measure Names()]>: <[ven01911].[Multiple Values]>
Average Age (DD:HH:MM:SS): <[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]>
View
Rows: [ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]
Columns: [ven01911].[Measure Names()]
Filters: [ven01911].[Measure Names()]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Manual Sorting: [ven01911].[Measure Names()] ASC
Slices: [ven01911].[name]
[ven01911].[active]
[ven01911].[Measure Names()]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: header
[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]
width: 390
[ven01911].[Measure Names()]
background-color: #f2f2f3
Style: field-labels
Other
font-family: Tableau Regular
background-color: #f2f2f3
Style: label
[ven01911].[Measure Names()]
text-align: center
vertical-align: center
font-family: Tableau Regular
font-weight: normal
[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]
text-align: center
vertical-align: center
font-size: 14
font-family: Tableau Regular
Style: table-div
rows
line-visibility: off
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
div-level: 1
Style: title
Other
background-color: #f2f2f3
Worksheet: Summary (2)
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Closed
Remote Column: [Request].[closed_at]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Number
Remote Column: [Request].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Request state
Remote Column: [Request].[request_state]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Continous Measure: Time to Close (Seconds)
Discrete Measure: Average Time to Close (DD:HH:MM:SS)
Continous Measure: Requests Total
Continous Measure: Requested Items Total
Continous Measure: Items by Request (AVG)
Continous Measure: Rejected Requests Total
Continous Measure: Resolve Time
Remote Column: [Request].[calendar_stc]
Marks
Mark: All
Type: Automatic
Label: <[Request].[Multiple Values]>
Tooltip: <[Request].[Measure Names()]>: <[Request].[Multiple Values]>
Average Time to Close (DD:HH:MM:SS): <[Request].[Average Time to Close (DD:HH:MM:SS)]>
View
Rows: [Request].[Average Time to Close (DD:HH:MM:SS)]
Columns: [Request].[Measure Names()]
Filters: [Request].[Measure Names()]
[Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Manual Sorting: [Request].[Measure Names()] ASC
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[Measure Names()]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: header
[Request].[Measure Names()]
height: 24
background-color: #f2f2f3
[Request].[Average Time to Close (DD:HH:MM:SS)]
width: 406
rows
band-color: #00000000
Style: field-labels
Other
background-color: #f2f2f3
Style: label
[Request].[Measure Names()]
font-family: Tableau Book
[Request].[Average Time to Close (DD:HH:MM:SS)]
text-align: center
font-family: Tableau Regular
font-size: 18
Style: pane
rows
band-color: #00000000
Style: table
Other
background-color: #00000000
rows
band-size: 1
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
div-level: 1
stroke-size: 4
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Request].[MY(opened_at)]
title: Opened
Style: quick-filter-title
Other
font-size: 8
font-weight: normal
font-family: Tableau Regular
color: #555555
Worksheet: Volume of Open Requests per Category
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Bar
Tooltip: <[Request].[sys_name (Category)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[sys_name (Category)]
Columns: [Request].[number (Requested Item)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: axis
[Request].[number (Requested Item)]
display: false
Other
stroke-size: 1
stroke-color: #e6e6e6
cols
line-visibility: off
Style: cell
[Request].[sys_name (Category)]
height: 31
Style: header
cols
border-style: none
Style: field-labels
Other
background-color: #f5f5f5
Style: label
[Request].[sys_name (Category)]
display: false
Style: pane
Other
border-style: none
cols
border-style: none
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
stroke-size: 1
line-visibility: on
line-pattern-only: dashed
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 1
stroke-color: #f5f5f5
cols
line-pattern-only: solid
div-level: 1
stroke-size: 2
stroke-color: #e6e6e6
line-visibility: off
Style: title
Other
background-color: #e6e6e6
Worksheet: Volume of Open Requests per Category and Day
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Square
Tooltip: <[Request].[sys_name (Category)]> | <[Request].[WEEKDAY(opened_at)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[sys_name (Category)]
Columns: [Request].[WEEKDAY(opened_at)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: axis
Other
stroke-size: 1
stroke-color: #e6e6e6
cols
line-visibility: off
Style: cell
[Request].[sys_name (Category)]
height: 31
Style: header
[Request].[sys_name (Category)]
width: 180
[Request].[WEEKDAY(opened_at)]
height: 10
background-color: #f5f5f5
cols
border-style: none
[Request].[MONTH(opened_at)]
background-color: #f5f5f5
[Request].[DAY(opened_at)]
background-color: #f5f5f5
Style: field-labels
Other
background-color: #f5f5f5
Style: label
[Request].[WEEKDAY(opened_at)]
display: false
font-family: Tableau Book
font-size: 7
[Request].[MONTH(opened_at)]
font-family: Tableau Book
font-size: 7
[Request].[DAY(opened_at)]
font-family: Tableau Book
font-size: 7
[Request].[sys_name (Category)]
font-family: Tableau Light
font-weight: normal
font-size: 8
Style: pane
Other
border-style: none
cols
border-style: none
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 1
stroke-color: #f5f5f5
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 1
stroke-color: #f5f5f5
Style: title
Other
background-color: #e6e6e6
Worksheet: Volume of Open Requests per Day
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Bar
Tooltip: <[Request].[WEEKDAY(opened_at)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[number (Requested Item)]
Columns: [Request].[WEEKDAY(opened_at)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Manual Sorting: [Request].[WEEKDAY(opened_at)] ASC
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
Styles
Style: axis
[Request].[number (Requested Item)]
width: 180
title: Requested Items
auto-subtitle: true
Other
stroke-size: 1
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[Request].[MONTH(opened_at)]
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[Request].[DAY(opened_at)]
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[Request].[WEEKDAY(opened_at)]
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font-size: 7
[Request].[DAY(opened_at)]
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[Request].[number (Requested Item)]
font-family: Tableau Light
[Request].[WEEKDAY(opened_at)]
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font-family: Tableau Light
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[Request].[name (Group)]
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|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Opportunity Overview |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 30.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Name
Role: Discrete Dimension
Remote Column: [Account].[Name]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Industry
Role: Discrete Dimension
Remote Column: [Account].[Industry]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastViewedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: Photo URL
Role: Discrete Dimension
Remote Column: [Account].[PhotoUrl]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: EmailPreferencesAutoBcc (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailPreferencesAutoBcc]
Data Type: boolean
Dimension: EmailPreferencesAutoBccStayInTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailPreferencesAutoBccStayInTouch]
Data Type: boolean
Dimension: EmailPreferencesStayInTouchReminder (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailPreferencesStayInTouchReminder]
Data Type: boolean
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: IsBadged (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsBadged]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastReferencedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastViewedDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: SenderEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[SenderEmail]
Data Type: string
Dimension: SenderName (User)
Role: Discrete Dimension
Remote Column: [Manager].[SenderName]
Data Type: string
Dimension: Signature (User)
Role: Discrete Dimension
Remote Column: [Manager].[Signature]
Data Type: string
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: StayInTouchNote (User)
Role: Discrete Dimension
Remote Column: [Manager].[StayInTouchNote]
Data Type: string
Dimension: StayInTouchSignature (User)
Role: Discrete Dimension
Remote Column: [Manager].[StayInTouchSignature]
Data Type: string
Dimension: StayInTouchSubject (User)
Role: Discrete Dimension
Remote Column: [Manager].[StayInTouchSubject]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPermissionsWorkDotComUserFeature (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsWorkDotComUserFeature]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableEndorsementEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableEndorsementEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFeedbackEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFeedbackEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableWorkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableWorkEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesHideChatterOnboardingSplash (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideChatterOnboardingSplash]
Data Type: boolean
Dimension: UserPreferencesHideS1BrowserUI (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideS1BrowserUI]
Data Type: boolean
Dimension: UserPreferencesHideSecondChatterOnboardingSplash (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideSecondChatterOnboardingSplash]
Data Type: boolean
Dimension: UserPreferencesJigsawListUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesJigsawListUser]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesShowCityToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCityToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowCityToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCityToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowCountryToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCountryToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowCountryToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCountryToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowEmailToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowEmailToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowFaxToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowFaxToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowManagerToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowManagerToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowMobilePhoneToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowMobilePhoneToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowPostalCodeToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowPostalCodeToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowPostalCodeToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowPostalCodeToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowProfilePicToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowProfilePicToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowStateToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowStateToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowStateToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowStateToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowStreetAddressToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowStreetAddressToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowTitleToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowTitleToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowTitleToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowTitleToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowWorkPhoneToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowWorkPhoneToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Forecast Category
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: Last Referenced Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastReferencedDate]
Data Type: datetime
Dimension: Last Viewed Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastViewedDate]
Data Type: datetime
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Name (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[Name]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: Opportunity Product Name
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Name]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Product2Id]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: AutoBccStayInTouch
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBccStayInTouch]
Data Type: boolean
Dimension: AutoBcc
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBcc]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: DisableEndorsementEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableEndorsementEmail]
Data Type: boolean
Dimension: DisableFeedbackEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFeedbackEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: DisableWorkEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableWorkEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Email Sender Address
Role: Discrete Dimension
Remote Column: [Owned By].[SenderEmail]
Data Type: string
Dimension: Email Sender Name
Role: Discrete Dimension
Remote Column: [Owned By].[SenderName]
Data Type: string
Dimension: Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[Signature]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: HideChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideChatterOnboardingSplash]
Data Type: boolean
Dimension: HideS1BrowserUI
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideS1BrowserUI]
Data Type: boolean
Dimension: HideSecondChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideSecondChatterOnboardingSplash]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: JigsawListUser
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesJigsawListUser]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastReferencedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastViewedDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: ShowCityToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToExternalUsers]
Data Type: boolean
Dimension: ShowCityToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToGuestUsers]
Data Type: boolean
Dimension: ShowCountryToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToExternalUsers]
Data Type: boolean
Dimension: ShowCountryToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToGuestUsers]
Data Type: boolean
Dimension: ShowEmailToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowEmailToExternalUsers]
Data Type: boolean
Dimension: ShowFaxToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowFaxToExternalUsers]
Data Type: boolean
Dimension: ShowManagerToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowManagerToExternalUsers]
Data Type: boolean
Dimension: ShowMobilePhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowMobilePhoneToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToGuestUsers]
Data Type: boolean
Dimension: ShowProfilePicToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowProfilePicToGuestUsers]
Data Type: boolean
Dimension: ShowStateToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToExternalUsers]
Data Type: boolean
Dimension: ShowStateToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToGuestUsers]
Data Type: boolean
Dimension: ShowStreetAddressToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStreetAddressToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToGuestUsers]
Data Type: boolean
Dimension: ShowWorkPhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowWorkPhoneToExternalUsers]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Stay-in-Touch Email Note
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchNote]
Data Type: string
Dimension: Stay-in-Touch Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSignature]
Data Type: string
Dimension: Stay-in-Touch Email Subject
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSubject]
Data Type: string
Dimension: StayInTouchReminder
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesStayInTouchReminder]
Data Type: boolean
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Photo has a badge overlay
Role: Discrete Dimension
Remote Column: [Owned By].[IsBadged]
Data Type: boolean
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Work.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsWorkDotComUserFeature]
Data Type: boolean
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: Product2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: ProductCode (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastViewedDate]
Data Type: datetime
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Status
Role: Discrete Dimension
Data Type: string
Formula: if [Closed]=False then "Open" else "Closed" end
Dimension: Group Opportunities
Role: Discrete Dimension
Data Type: string
Formula: //It is an If Statement
//It groups the opportunities into win, loss and active
IF [Closed]=TRUE AND [Won]=TRUE
THEN "Win"
ELSEIF [Closed]=TRUE AND [Won]=FALSE
THEN "Loss"
ELSE "Active"
END
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Billing Latitude
Role: Continous Measure
Remote Column: [Account].[BillingLatitude]
Data Type: real
Aggregation: Avg
Measure: Billing Longitude
Role: Continous Measure
Remote Column: [Account].[BillingLongitude]
Data Type: real
Aggregation: Avg
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Shipping Latitude
Role: Continous Measure
Remote Column: [Account].[ShippingLatitude]
Data Type: real
Aggregation: Avg
Measure: Shipping Longitude
Role: Continous Measure
Remote Column: [Account].[ShippingLongitude]
Data Type: real
Aggregation: Avg
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Manager
Measure: JigsawImportLimitOverride (User)
Role: Continous Measure
Remote Column: [Manager].[JigsawImportLimitOverride]
Data Type: integer
Measure: Latitude (User)
Role: Continous Measure
Remote Column: [Manager].[Latitude]
Data Type: real
Aggregation: Avg
Measure: Longitude (User)
Role: Continous Measure
Remote Column: [Manager].[Longitude]
Data Type: real
Aggregation: Avg
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Probability (%)
Role: Continous Measure
Remote Column: [Opportunities].[Probability]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Opportunity ID
Role: Continous Measure
Remote Column: [Opportunities].[Id]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Won
Role: Continous Measure
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: Data.com Monthly Addition Limit
Role: Continous Measure
Remote Column: [Owned By].[JigsawImportLimitOverride]
Data Type: integer
Measure: Latitude
Role: Continous Measure
Remote Column: [Owned By].[Latitude]
Data Type: real
Aggregation: Avg
Measure: Longitude
Role: Continous Measure
Remote Column: [Owned By].[Longitude]
Data Type: real
Aggregation: Avg
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Measure: Name (Product)
Role: Continous Measure
Remote Column: [Product2].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Active Opportunities
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement
//It shows "1" for each one of the active opportunities
IF [Closed]=False then 1 else 0 end
Measure: Win rate
Role: Continous Measure
Data Type: real
Formula: // This is a calculation
// It counts each one of the distinct close/won opportunities and divide them by the total number of opportunities closed
ZN([# of Wins]
/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END)))
Measure: # of Losses
Role: Continous Measure
Data Type: integer
Formula: // This is a calculation combining an If Statement and a Count Distinct function
// It shows true and count if an opportunity is closed and lost
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=FALSE THEN [Opportunity ID] END))
Measure: AVG Size of Deal
Role: Continous Measure
Data Type: real
Formula: // This is a calculation
// It shows the average expected amount for each one of the opportunities
SUM([Expected Amount])/COUNTD([Opportunity ID])
Measure: # of Wins
Role: Continous Measure
Data Type: integer
Formula: // This is a calculation combining an If Statement and a Count Distinct function
// It shows true and count if an opportunity is won
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=TRUE THEN [Opportunity ID] END))
Measure: Show Salesperson Name
Role: Discrete Measure
Data Type: string
Formula: //It is an If Statement
// It shows the salesperson name if a salesperson is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s Team", "All Teams")
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: // It is an If Statement
// It calculates the sales total
// Sales happen when the opportunity is won and closed
IIF([Closed]=TRUE AND [Won]=TRUE, [Amount], 0)
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Loss rate
Role: Continous Measure
Data Type: real
Formula: //Calculate all opportunities close/lost against all opportunities closed
[# of Wins (copy)]/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Opportunity Overview
Worksheets
Worksheet: Show Manager
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Close Date]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Show Salesperson Name]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Total Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Active Opportunities]
[Amount]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Sales]
[Stage]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: # of Losses
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Losses]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Forecast Category]
[Full Name]
[Industry]
[Loss rate]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: # of Wins
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Expected Revenue
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [AVG Size of Deal]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Geographic Distribution
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing City]
[Billing Country]
[Close Date]
[Expected Amount]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Stage]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Industry Size
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Name (Product)]
Filter: [Opportunities (Salesforce)].[Industry]
Filter: [Opportunities (Salesforce)].[Name (User)]
Filter: [Opportunities (Salesforce)].[Stage]
Text: <Sheet Name>
Text: Use Options Below to Filter
Text: Æ
Text: ★
Worksheets
Worksheet: # of Losses
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: # of Losses
Continous Measure: Loss rate
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins (copy)]>
Loss Rate: <[Opportunities (Salesforce)].[Win rate (copy)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #b81840
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[Name (Product)]
title: Product
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
Worksheet: # of Wins
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Win rate
Continous Measure: # of Wins
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins]>
Win Rate: <[Opportunities (Salesforce)].[# of Wins (copy 2)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: cell
Other
border-width: 5
border-style: none
Style: pane
Other
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #33608c
Worksheet: Expected Revenue
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: AVG Size of Deal
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Tooltip: Week Starting at <[Opportunities (Salesforce)].[DAY(Close Date)]>
Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="350" maxheight="400" filter="<All Fields>">
Mark: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Type: Bar
Tooltip: Week Starting at <[Opportunities (Salesforce)].[DAY(Close Date)]>
Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="350" maxheight="400" filter="<All Fields>">
Mark: [Opportunities (Salesforce)].[Opportunity ID]
Type: Bar
Tooltip: Week Starting at <[Opportunities (Salesforce)].[DAY(Close Date)]>
Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="350" maxheight="400" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[SUM(Expected Amount)]
[Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[MY(Close Date)]
[Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(Close Date)]
Manual Sorting: [Opportunities (Salesforce)].[Forecast Category] ASC
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Expected Amount)]
title: Expected Amount
auto-subtitle: true
width: 107
[Opportunities (Salesforce)].[Opportunity ID]
title: Number of Opportunities
auto-subtitle: true
width: 107
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
Other
line-pattern-only: solid
tick-color: #00000000
stroke-size: 3
stroke-color: #333333
line-visibility: off
Style: header
[Opportunities (Salesforce)].[MY(Close Date)]
height: 19
background-color: #f2f2f3
cols
band-color: #00000000
[Opportunities (Salesforce)].[SUM(Expected Amount)]
background-color: #ffffff
[Opportunities (Salesforce)].[Opportunity ID]
background-color: #ffffff
Style: label
[Opportunities (Salesforce)].[WEEK(Close Date)]
display: false
text-format: iw
text-orientation: 0
wrap: auto
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[MY(Close Date)]
font-size: 8
Style: pane
cols
band-color: #00000000
Style: table
cols
band-level: 1
band-size: 1
Style: worksheet
cols
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #89898967
font-size: 6
background-color: #ffffff00
refline1
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #89898967
fill-above: #00000000
fill-below: #00000000
font-size: 6
background-color: #ffffff00
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
line-pattern-only: solid
stroke-color: #333333
stroke-size: 5
line-visibility: off
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 2
stroke-color: #f5f5f5
cols
line-pattern-only: solid
stroke-size: 1
stroke-color: #e6e6e6
line-visibility: off
Style: header-div
cols
stroke-color: #ffffff
line-visibility: on
line-pattern-only: solid
stroke-size: 5
rows
stroke-color: #f5f5f5
stroke-size: 4
Style: title
Other
background-color: #f2f2f3
Style: axis-title
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Regular
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Regular
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Style: tooltip
Other
font-family: Tableau Book
Worksheet: Geographic Distribution
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Billing City]> | <[Opportunities (Salesforce)].[Billing Country]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="320" maxheight="400" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[Latitude (generated)]
Columns: [Opportunities (Salesforce)].[Longitude (generated)]
Filters: [Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
tab_coastline
enabled: true
pp2_line
enabled: false
light_adm0_bnd
enabled: true
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: false
um_adm0_lbl
enabled: false
light_pp2_statebounds
enabled: false
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: true
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.40000000596046448
Worksheet: Industry Size
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Win rate
Continous Measure: # of Wins
Marks
Mark: All
Type: Square
Label: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[# of Wins (copy 2)]> win
Tooltip: <[Opportunities (Salesforce)].[Industry]>
Opportunities Total: <[Opportunities (Salesforce)].[Opportunity ID]>
Win rate: <[Opportunities (Salesforce)].[# of Wins (copy 2)]>
# of Wins: <[Opportunities (Salesforce)].[# of Wins]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: pane
Other
border-style: none
Style: worksheet
Other
font-family: Tableau Book
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: legend
Other
font-family: Tableau Book
font-size: 7
Style: legend-title-text
[Opportunities (Salesforce)].[# of Wins (copy 2)]
color: Win rate:
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Show Manager
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Measure: Show Salesperson Name
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Salesperson Name]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Tooltip - Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Continous Measure: Active Opportunities
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: Account Name: <[Opportunities (Salesforce)].[Account Name]>
Forecast Category: <[Opportunities (Salesforce)].[Forecast Category]>
Opportunity ID: <[Opportunities (Salesforce)].[Opportunity ID]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Expected Amount)]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Account Name]
Columns: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Tooltip (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Tooltip (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Forecast Category]
Manual Sorting: [Opportunities (Salesforce)].[Opportunity ID] ASC
Slices: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Tooltip (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Tooltip (Billing City,Billing Country)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Expected Amount)]
display: false
Style: cell
[Opportunities (Salesforce)].[Account Name]
height: 23
Style: header
[Opportunities (Salesforce)].[Account Name]
width: 204
Style: field-labels
Other
font-size: 8
font-family: Tableau Regular
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[Account Name]
font-family: Tableau Book
font-size: 8
Style: pane
Other
border-style: none
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: table-div
rows
stroke-color: #f5f5f5
cols
line-visibility: off
Worksheet: Total Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Active Opportunities
Continous Measure: Win rate
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: # of Wins
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Multiple Values]>
Tooltip: Account Name: <!Missing Field!>
Number of Opportunities:
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: cell
Other
text-align: center
color: #f47942
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0,K;("$"#,##0,K)
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 30
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
font-family: Tableau Regular
color: #333333
vertical-align: center
font-size: 9
font-weight: normal
Style: table
Other
background-color: #00000000
Style: worksheet
Other
font-size: 14
font-weight: bold
Style: table-div
rows
line-visibility: off
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
Style: title
Other
font-size: 14
font-weight: bold
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
Style: quick-filter-title
Other
font-size: 14
font-weight: bold
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Opportunity Tracking |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Pick a Date
Role: Continous Measure
Data Type: date
Formula: #2017-10-16#
Default Value: #2017-10-16#
Parameter Type: any
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Lead
Database Object: [Lead]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Industry
Role: Discrete Dimension
Remote Column: [Account].[Industry]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Lead
Dimension: City (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[City]
Data Type: string
Dimension: CleanStatus (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CleanStatus]
Data Type: string
Dimension: Company D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Lead].[CompanyDunsNumber]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Lead].[Company]
Data Type: string
Dimension: Converted Account ID
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedAccountId]
Data Type: string
Dimension: Converted Contact ID
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedContactId]
Data Type: string
Dimension: Converted Date
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedDate]
Data Type: date
Dimension: Converted Opportunity ID
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedOpportunityId]
Data Type: string
Dimension: Converted
Role: Discrete Dimension
Remote Column: [Lead].[IsConverted]
Data Type: boolean
Dimension: Country (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Country]
Data Type: string
Dimension: CreatedById (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CreatedById]
Data Type: string
Dimension: CreatedDate (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CreatedDate]
Data Type: datetime
Dimension: CurrentGenerators__c (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CurrentGenerators__c]
Data Type: string
Dimension: Email Bounced Date
Role: Discrete Dimension
Remote Column: [Lead].[EmailBouncedDate]
Data Type: datetime
Dimension: Email Bounced Reason
Role: Discrete Dimension
Remote Column: [Lead].[EmailBouncedReason]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Lead].[Email]
Data Type: string
Dimension: Fax (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Fax]
Data Type: string
Dimension: FirstName (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[FirstName]
Data Type: string
Dimension: Industry (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Industry]
Data Type: string
Dimension: IsDeleted (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[IsDeleted]
Data Type: boolean
Dimension: Jigsaw (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Jigsaw]
Data Type: string
Dimension: Jigsaw Contact ID
Role: Discrete Dimension
Remote Column: [Lead].[JigsawContactId]
Data Type: string
Dimension: LastActivityDate (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastName]
Data Type: string
Dimension: LeadSource (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LeadSource]
Data Type: string
Dimension: MasterRecordId (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[MasterRecordId]
Data Type: string
Dimension: Mobile Phone
Role: Discrete Dimension
Remote Column: [Lead].[MobilePhone]
Data Type: string
Dimension: Name (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Name]
Data Type: string
Dimension: OwnerId (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[OwnerId]
Data Type: string
Dimension: Phone (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Phone]
Data Type: string
Dimension: PostalCode (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[PostalCode]
Data Type: string
Dimension: Primary
Role: Discrete Dimension
Remote Column: [Lead].[Primary__c]
Data Type: string
Dimension: Product Interest
Role: Discrete Dimension
Remote Column: [Lead].[ProductInterest__c]
Data Type: string
Dimension: Rating
Role: Discrete Dimension
Remote Column: [Lead].[Rating]
Data Type: string
Dimension: SICCode__c (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[SICCode__c]
Data Type: string
Dimension: Salutation
Role: Discrete Dimension
Remote Column: [Lead].[Salutation]
Data Type: string
Dimension: State (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[State]
Data Type: string
Dimension: Status
Role: Discrete Dimension
Remote Column: [Lead].[Status]
Data Type: string
Dimension: Street (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Street]
Data Type: string
Dimension: SystemModstamp (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[SystemModstamp]
Data Type: datetime
Dimension: Title (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Title]
Data Type: string
Dimension: Unread By Owner
Role: Discrete Dimension
Remote Column: [Lead].[IsUnreadByOwner]
Data Type: boolean
Dimension: Website (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Website]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: Closed
Role: Discrete Dimension
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: Name (Product)
Role: Discrete Dimension
Remote Column: [Product2].[Name]
Data Type: string
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Days to Close date
Role: Discrete Dimension
Data Type: integer
Formula: // This is a date function
// It calculates the number of days between the day picked by the user and the close date for each opportunity
DATEDIFF('day', [Parameters].[Parameter 1], [Close Date] )
Dimension: Period before Close Date
Role: Discrete Dimension
Data Type: string
Formula: // This is a if statement
// It groups the opportunities by number of days until close date
IF [Days to Close date]>= 0 AND [Days to Close date]<= 15 THEN "Next 15 days"
ELSEIF [Days to Close date]>15 AND [Days to Close date]<=30 THEN "Next 16-30 days"
ELSEIF [Days to Close date]>30 AND [Days to Close date]<=60 THEN "Next 31-60 days"
ELSEIF [Days to Close date]>60 AND [Days to Close date]<=90 THEN "Next 61-90 days"
ELSEIF [Days to Close date]>90 THEN "More than 90 days"
ELSE "Lost Close Date"
END
Dimension: CreatedById (Opportunity History)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedDate (Opportunity History)
Role: Discrete Dimension
Data Type: datetime
Dimension: IsDeleted (Opportunity History)
Role: Discrete Dimension
Data Type: boolean
Dimension: OpportunityId (Opportunity History)
Role: Discrete Dimension
Data Type: string
Dimension: Stage Name
Role: Discrete Dimension
Data Type: string
Dimension: SystemModstamp (Opportunity History)
Role: Discrete Dimension
Data Type: datetime
Dimension: To ForecastCategory
Role: Discrete Dimension
Data Type: string
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Lead
Measure: AnnualRevenue (Lead)
Role: Continous Measure
Remote Column: [Lead].[AnnualRevenue]
Data Type: real
Measure: NumberOfEmployees (Lead)
Role: Continous Measure
Remote Column: [Lead].[NumberOfEmployees]
Data Type: integer
Measure: NumberofLocations__c (Lead)
Role: Continous Measure
Remote Column: [Lead].[NumberofLocations__c]
Data Type: real
Measure: Lead ID
Role: Continous Measure
Remote Column: [Lead].[Id]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
Measure: CreatedDate (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Aggregation: Year
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Amount (Opportunity History)
Role: Continous Measure
Data Type: real
Measure: Show Salesperson
Role: Discrete Measure
Data Type: string
Formula: // This is a if statement
// It shows the salespoersons name if a salesperson is selected
IIF (COUNTD([Full Name])=1, ATTR([Full Name]), "All Salespeople")
Measure: Age of Opportunity
Role: Continous Measure
Data Type: integer
Formula: //This is a date function
// It calculates the difference between the date an opportunity was created and today
DATEDIFF("day", [CreatedDate (Opportunities)], TODAY())
Measure: # of Accounts
Role: Continous Measure
Data Type: integer
Formula: // This is a count distinct calculation
// It shows the number of different accounts in the dataset
COUNTD([Id (Account)])
Measure: # Open Opp.
Role: Continous Measure
Data Type: integer
Formula: // This is a count distinct calculation
// It shows the number of open opportunities
// Open oportunities are all opportunities marked as "False" in Closed
ZN(COUNTD([Opportunity ID]))
Measure: Expected Revenue
Role: Continous Measure
Data Type: real
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Probability
Role: Continous Measure
Data Type: real
Parameter
Calculated/Other
Measure: Pick a Date
Role: Continous Measure
Data Type: date
Formula: #2017-10-16#
Default Value: #2017-10-16#
Parameter Type: any
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Opportunity Tracking
Worksheets
Worksheet: Show Salesperson's Name
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Close Date]
[Days to Close date]
[Full Name]
[Pick a Date]
[Show Salesperson]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Big Numbers
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Accounts]
[# Open Opp.]
[Amount]
[Close Date]
[Days to Close date]
[Expected Amount]
[Forecast Category]
[Full Name]
[Id (Account)]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Account].[Id]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Stages
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# Open Opp.]
[Close Date]
[Days to Close date]
[Forecast Category]
[Full Name]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Opp Tracker
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Close Date]
[Days to Close date]
[Expected Amount]
[Forecast Category]
[Full Name]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Opportunities
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Age of Opportunity]
[Amount]
[Close Date]
[CreatedDate (Opportunities)]
[Days to Close date]
[Expected Amount]
[Forecast Category]
[Full Name]
[LastModifiedDate (Opportunities)]
[Name (Opportunities)]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[LastModifiedDate]
[Opportunities].[Name]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Opportunities by Stage
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Close Date]
[Days to Close date]
[Forecast Category]
[Full Name]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Phone - Opportunities
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Age of Opportunity]
[Amount]
[Close Date]
[CreatedDate (Opportunities)]
[Days to Close date]
[Forecast Category]
[Full Name]
[Name (Opportunities)]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[Name]
[Opportunities].[StageName]
[Owned By].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Period before Close Date]
Filter: [Opportunities (Salesforce)].[Stage]
Filter: [Opportunities (Salesforce)].[Full Name]
Text: Use Options Below to Filter
Text: Before you begin:
Text: Opportunities Details
Text: Opportunity
Text: Salesperson
Text: Account Name
Text: Last Modified Date
Text: Amount
Text: Expected Amount
Text: Opportunity Age
Worksheets
Worksheet: Big Numbers
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: # of Accounts
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 30
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Measure Names()]
font-size: 9
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: table
Other
background-color: #ffffff
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 4
Style: header-div
rows
stroke-size: 5
stroke-color: #ffffff
line-pattern-only: solid
line-visibility: off
cols
stroke-size: 4
Style: title
Other
background-color: #eef1f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Choose a Salesperson
[Opportunities (Salesforce)].[Period before Close Date]
title: Pick a Period to Show
[Opportunities (Salesforce)].[Stage]
title: Choose a Stage
Other
font-family: Tableau Book
color: #555555
Style: quick-filter-title
Other
font-size: 8
font-weight: normal
font-family: Tableau Regular
color: #666666
Worksheet: Opp Tracker
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[ATTR(Close Date)]>
Days from today to close date: <[Opportunities (Salesforce)].[Days to Close date]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Expected Amount)]>
View
Rows: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Columns: [Opportunities (Salesforce)].[Days to Close date]
Filters: [Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Expected Amount)]
auto-subtitle: true
Other
tick-color: #00000000
Style: header
cols
band-color: #00000000
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Stage]
font-weight: normal
font-family: Tableau Bold
[Opportunities (Salesforce)].[Days to Close date]
font-family: Tableau Book
font-size: 7
font-family: Tableau Book
font-size: 7
font-weight: normal
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Book
text-format: c"$"#,##0;("$"#,##0)
Style: pane
cols
band-color: #00000000
Other
border-style: none
rows
band-color: #00000000
Style: table
cols
band-size: 1
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dotted
stroke-color: #33333367
stroke-size: 2
fill-above: #00000000
fill-below: #00000000
font-size: 6
background-color: #ffffff00
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
cols
line-visibility: off
Style: zeroline
Other
line-pattern-only: dotted
stroke-size: 2
stroke-color: #2cb5c0
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-pattern-only: solid
stroke-color: #2cb5c0
stroke-size: 1
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 154
Other
font-family: Tableau Book
font-size: 7
Style: legend-title
Other
font-family: Tableau Bold
font-size: 8
text-align: center
Style: quick-filter
[Opportunities (Salesforce)].[Period before Close Date]
title: Choose a timeframe
[Opportunities (Salesforce)].[Stage]
title: Filter by Stage
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Opportunities
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: LastModifiedDate (Opportunities)
Remote Column: [Opportunities].[LastModifiedDate]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[SUM(Amount)]>
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[SUM(Amount)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[AVG(Age of Opportunity)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[ATTR(Stage)]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
([Opportunities (Salesforce)].[Name (Opportunities)]
([Opportunities (Salesforce)].[Full Name]
([Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]))))
Columns: [Opportunities (Salesforce)].[SUM(Amount)]
([Opportunities (Salesforce)].[SUM(Expected Amount)]
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]))
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Stage] ASC
Slices: [Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Amount)]
auto-subtitle: true
display: false
[Opportunities (Salesforce)].[SUM(Expected Amount)]
auto-subtitle: true
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]
auto-subtitle: true
Other
tick-color: #00000000
Style: cell
[Opportunities (Salesforce)].[Stage]
height: 29
[Opportunities (Salesforce)].[Account Name]
height: 23
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]
height: 23
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 264
Other
height-header: 24
[Opportunities (Salesforce)].[Stage]
width: 132
height: 32
[Opportunities (Salesforce)].[Full Name]
width: 116
[Opportunities (Salesforce)].[Account Name]
width: 216
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]
width: 140
rows
band-color: #00000000
border-style: none
[Opportunities (Salesforce)].[SUM(Expected Amount)]
background-color: #ffffff
cols
band-color: #00000000
Style: field-labels
Other
font-family: Tableau Book
font-size: 8
background-color: #e3ebeb
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]
Style: pane
cols
band-color: #00000000
rows
border-width: 1
border-color: #f5f5f5
band-color: #00000000
Other
background-color: #ffffff
Style: table
rows
band-level: 5
band-size: 1
cols
band-size: 1
Other
background-color: #ffffff
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Other
font-family: Tableau Book
font-size: 8
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 2
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: header-div
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
cols
line-pattern-only: solid
stroke-size: 1
stroke-color: #e6e6e6
line-visibility: off
Style: title
Other
background-color: #eef1f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 168
Other
background-color: #ffffff
Style: legend-title
Other
font-weight: normal
Style: legend-title-text
[Opportunities (Salesforce)].[Stage]
color: Stage
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
pp2_line
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: false
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
light_adm0_lbl
enabled: true
light_adm0_bnd
enabled: true
light_pp2_statelabels
enabled: true
light_pp2_statebounds
enabled: true
Style: map
Other
washout: 0.0
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
Worksheet: Opportunities by Stage
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
Columns: [Opportunities (Salesforce)].[Opportunity ID]
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Tooltip (Days to Close date)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Tooltip (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Stage]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
display: false
Other
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
rows
stroke-color: #b4b4b4
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
font-weight: normal
Style: zeroline
Other
stroke-size: 4
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Phone - Opportunities
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Age of Opportunity
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[SUM(Amount)]>
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[SUM(Amount)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[AVG(Age of Opportunity)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[Measure Names()]
([Opportunities (Salesforce)].[SUM(Amount)]
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]))
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Stage] ASC
Slices: [Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Amount)]
auto-subtitle: true
display: false
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]
auto-subtitle: true
display: false
Other
tick-color: #00000000
Style: cell
[Opportunities (Salesforce)].[Stage]
height: 29
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 148
Other
height-header: 24
[Opportunities (Salesforce)].[Stage]
width: 132
height: 32
[Opportunities (Salesforce)].[Full Name]
width: 116
rows
band-color: #00000000
border-style: none
cols
band-color: #00000000
[Opportunities (Salesforce)].[Measure Names()]
background-color: #f5f5f5
Style: field-labels
Other
font-family: Tableau Book
font-size: 8
background-color: #f5f5f5
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: pane
cols
band-color: #00000000
rows
border-width: 1
border-color: #f5f5f5
band-color: #00000000
Other
background-color: #ffffff
Style: table
rows
band-level: 5
band-size: 1
cols
band-size: 1
Other
background-color: #ffffff
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Other
font-family: Tableau Book
font-size: 8
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 2
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: header-div
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
cols
stroke-size: 3
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #eef1f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 168
Other
background-color: #ffffff
Style: legend-title
Other
font-weight: normal
Style: legend-title-text
[Opportunities (Salesforce)].[Stage]
color: Stage
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
pp2_line
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: false
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
light_adm0_lbl
enabled: true
light_adm0_bnd
enabled: true
light_pp2_statelabels
enabled: true
light_pp2_statebounds
enabled: true
Style: map
Other
washout: 0.0
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Sheet 8
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Show Salesperson's Name
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Measure: Show Salesperson
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Show Salesperson]>
View
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Stages
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: # Open Opp.
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[# Open Opp.]>
View
Columns: [Opportunities (Salesforce)].[Stage]
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: header
[Opportunities (Salesforce)].[Stage]
height: 42
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Stage]
font-size: 7
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
div-level: 1
line-visibility: off
Style: header-div
rows
stroke-size: 5
line-pattern-only: solid
line-visibility: off
cols
stroke-size: 4
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #f2f2f3
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | SalesForce 1 |
| Matches | 3 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 30.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Name
Role: Discrete Dimension
Remote Column: [Account].[Name]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Id (Account)
Role: Discrete Dimension
Remote Column: [Account].[Id]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastViewedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: Photo URL
Role: Discrete Dimension
Remote Column: [Account].[PhotoUrl]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Forecast Category
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: Last Referenced Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastReferencedDate]
Data Type: datetime
Dimension: Last Viewed Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastViewedDate]
Data Type: datetime
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: Opportunity Product Name
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Name]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Product2Id]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: AutoBccStayInTouch
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBccStayInTouch]
Data Type: boolean
Dimension: AutoBcc
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBcc]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: DisableEndorsementEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableEndorsementEmail]
Data Type: boolean
Dimension: DisableFeedbackEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFeedbackEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: DisableWorkEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableWorkEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Email Sender Address
Role: Discrete Dimension
Remote Column: [Owned By].[SenderEmail]
Data Type: string
Dimension: Email Sender Name
Role: Discrete Dimension
Remote Column: [Owned By].[SenderName]
Data Type: string
Dimension: Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[Signature]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: HideChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideChatterOnboardingSplash]
Data Type: boolean
Dimension: HideS1BrowserUI
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideS1BrowserUI]
Data Type: boolean
Dimension: HideSecondChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideSecondChatterOnboardingSplash]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: JigsawListUser
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesJigsawListUser]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastReferencedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastViewedDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: ShowCityToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToExternalUsers]
Data Type: boolean
Dimension: ShowCityToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToGuestUsers]
Data Type: boolean
Dimension: ShowCountryToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToExternalUsers]
Data Type: boolean
Dimension: ShowCountryToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToGuestUsers]
Data Type: boolean
Dimension: ShowEmailToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowEmailToExternalUsers]
Data Type: boolean
Dimension: ShowFaxToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowFaxToExternalUsers]
Data Type: boolean
Dimension: ShowManagerToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowManagerToExternalUsers]
Data Type: boolean
Dimension: ShowMobilePhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowMobilePhoneToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToGuestUsers]
Data Type: boolean
Dimension: ShowProfilePicToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowProfilePicToGuestUsers]
Data Type: boolean
Dimension: ShowStateToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToExternalUsers]
Data Type: boolean
Dimension: ShowStateToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToGuestUsers]
Data Type: boolean
Dimension: ShowStreetAddressToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStreetAddressToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToGuestUsers]
Data Type: boolean
Dimension: ShowWorkPhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowWorkPhoneToExternalUsers]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Stay-in-Touch Email Note
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchNote]
Data Type: string
Dimension: Stay-in-Touch Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSignature]
Data Type: string
Dimension: Stay-in-Touch Email Subject
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSubject]
Data Type: string
Dimension: StayInTouchReminder
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesStayInTouchReminder]
Data Type: boolean
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Photo has a badge overlay
Role: Discrete Dimension
Remote Column: [Owned By].[IsBadged]
Data Type: boolean
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Work.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsWorkDotComUserFeature]
Data Type: boolean
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: Product2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: ProductCode (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastViewedDate]
Data Type: datetime
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: About 1
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculation to show the following text:
"What is this dashboard about?"
Dimension: Click to Access List of Accounts
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculation to show the following text:
"Click to See/Hide List of Accounts"
Dimension: Group Opportunities
Role: Discrete Dimension
Data Type: string
Formula: // This is an If Statement
// It splits opportunities into three big groups based in their states
IF [Closed]=TRUE AND [Won]=TRUE
THEN "Win"
ELSEIF [Closed]=TRUE AND [Won]=FALSE
THEN "Loss"
ELSE "Active"
END
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Billing Latitude
Role: Continous Measure
Remote Column: [Account].[BillingLatitude]
Data Type: real
Aggregation: Avg
Measure: Billing Longitude
Role: Continous Measure
Remote Column: [Account].[BillingLongitude]
Data Type: real
Aggregation: Avg
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Shipping Latitude
Role: Continous Measure
Remote Column: [Account].[ShippingLatitude]
Data Type: real
Aggregation: Avg
Measure: Shipping Longitude
Role: Continous Measure
Remote Column: [Account].[ShippingLongitude]
Data Type: real
Aggregation: Avg
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Probability (%)
Role: Continous Measure
Remote Column: [Opportunities].[Probability]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Won
Role: Continous Measure
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: Data.com Monthly Addition Limit
Role: Continous Measure
Remote Column: [Owned By].[JigsawImportLimitOverride]
Data Type: integer
Measure: Latitude
Role: Continous Measure
Remote Column: [Owned By].[Latitude]
Data Type: real
Aggregation: Avg
Measure: Longitude
Role: Continous Measure
Remote Column: [Owned By].[Longitude]
Data Type: real
Aggregation: Avg
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Measure: Created Date
Role: Continous Measure
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Aggregation: Year
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Measure: Name (Product)
Role: Continous Measure
Remote Column: [Product2].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: # of Open
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement combined with a Count Distinct function
// It shows true and counts if an opportunity is open
ZN(COUNTD(IF[Closed]=FALSE THEN [Opportunity ID] END))
Measure: Active Opportunities
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement
// It shows "1" it the opportunity is active
IIF([Closed]=FALSE, 1, 0)
Measure: Win rate
Role: Continous Measure
Data Type: real
Formula: // This is an If Statement combined with a Count Distinct function
// It calculates all opportunities close/won against all opportunities closed
[# of Wins]
/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))
Measure: # of Losses
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement combined with a Count Distinct function
// It shows true and counts if an opportunity is lost
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=FALSE THEN [Opportunity ID] END))
Measure: # of Wins
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement combined with a Count Distinct function
// It shows true and count if an opportunity is won
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=TRUE THEN [Opportunity ID] END))
Measure: Customer Since
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// If an account is selected, it shows its created date
(IIF( COUNTD([Account Name])=1, STR(MIN([Created Date])), ""))
Measure: Show Salesperson Name
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It shows the salespersons name if a salesperson is selected
IIF (COUNTD([Full Name])=1, ATTR([Full Name]), "All Salespeople")
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: // This is an If Statement to calculate the sales total
// Sales happen when the opportunity is won and closed
IIF([Closed]=TRUE AND [Won]=TRUE, [Amount], 0)
Measure: Show Account Name
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It shows the account name if an account is selected
IF COUNTD([Account Name])=1
THEN ATTR([Account Name])
ELSE "All Accounts"
END
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Loss rate
Role: Continous Measure
Data Type: real
Formula: //Calculate all opportunities close/lost against all opportunities closed
[# of Wins (copy)]/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Account Tracking
Worksheets
Worksheet: Show Salespeople
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Full Name]
[Show Salesperson Name]
Used Remote Columns: [Account].[Name]
[Owned By].[Name]
Worksheet: Title
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Full Name]
[Industry]
[Name (Product)]
[Show Account Name]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Total Opportunities 1
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Losses]
[# of Open]
[# of Wins]
[Account Name]
[Active Opportunities]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Opportunity ID]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Active Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Active Opportunities]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Losses
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Losses]
[Account Name]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Loss rate]
[Name (Product)]
[Opportunity ID]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Wins
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Account Name]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Opportunity ID]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Click to See List of Accounts
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Click to Access List of Accounts]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: LIst of Accounts
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Click to Access List of Accounts]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Account's Size Including Losses
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Opportunity ID]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Opportunities)]
[Name (Product)]
[Opportunity ID]
[Show Account Name]
[Stage]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[Name]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Group Opportunities]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Name (Product)]
Filter: [Opportunities (Salesforce)].[Industry]
Filter: [Opportunities (Salesforce)].[Account Name]
Text: <Sheet Name>
Text: Use Options Below to Filter
Worksheets
Worksheet: Account's Size Including Losses
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Account Name]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Amount: <[Opportunities (Salesforce)].[SUM(Amount)]>
View
Filters: [Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Group Opportunities]
Styles
Style: axis
Other
line-pattern-only: solid
stroke-color: #d4d4d4
line-visibility: off
tick-color: #00000000
Style: cell
Other
border-style: none
Style: header
Other
border-style: none
border-style: none
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Book
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Book
text-format: c"$"#,##0,K;("$"#,##0,K)
[Opportunities (Salesforce)].[Account Name]
font-family: Tableau Book
font-weight: normal
Style: pane
Other
border-style: none
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
line-visibility: off
Style: zeroline
Other
line-pattern-only: solid
stroke-color: #555555
stroke-size: 2
line-visibility: off
Style: table-div
rows
stroke-color: #d7d7d7
line-visibility: off
cols
stroke-color: #d7d7d7
line-visibility: off
Style: header-div
rows
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
font-family: Tableau Book
Style: legend-title
Other
text-align: center
font-family: Tableau Book
font-weight: normal
Style: axis-title
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Bold
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Bold
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[Name (Product)]
title: Product
[Opportunities (Salesforce)].[Industry]
title: Industry
[Opportunities (Salesforce)].[Account Name]
title: Account
Other
font-size: 8
font-family: Tableau Book
font-weight: bold
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Active Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Active Opportunities
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[SUM(# of Losses (copy))]>
Tooltip: Account Name: <!Missing Field!>
Number of Opportunities:
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
text-align: center
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 3
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
Style: quick-filter-title
Other
font-size: 14
font-weight: bold
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
Worksheet: Click to See List of Accounts
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Click to Access List of Accounts
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Click to Access List of Accounts]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
Styles
Style: header
Other
border-color: #e6e6e6
Style: pane
Other
border-style: none
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
rows
stroke-color: #e6e6e6
line-visibility: on
line-pattern-only: solid
Style: header-div
rows
line-pattern-only: solid
stroke-color: #a0cbe8
line-visibility: off
cols
line-visibility: off
Worksheet: LIst of Accounts
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Click to Access List of Accounts
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Marks
Mark: All
Type: Automatic
Label: • <[Opportunities (Salesforce)].[Account Name]>
Tooltip: Use CTRL + Select to pick more than one account
View
Rows: [Opportunities (Salesforce)].[Account Name]
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Click to Access List of Accounts)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Click to Access List of Accounts)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
width: 210
Style: label
[Opportunities (Salesforce)].[Account Name]
display: false
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
Other
font-family: Tableau Book
font-size: 7
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Worksheet: Losses
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: # of Losses
Continous Measure: Loss rate
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins (copy)]>
Loss Rate: <[Opportunities (Salesforce)].[Win rate (copy)]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #fac857
Worksheet: Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: Show Account Name
Marks
Mark: All
Type: Square
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Account: <[Opportunities (Salesforce)].[Show Account Name]>
Salesperson:<[Opportunities (Salesforce)].[ATTR(Full Name)]>
Stage: <[Opportunities (Salesforce)].[ATTR(Stage)]>
Close Date:<[Opportunities (Salesforce)].[Close Date]>
Value: <[Opportunities (Salesforce)].[SUM(Amount)]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
([Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Name (Opportunities)]))
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
[Opportunities (Salesforce)].[Stage]
height: 42
Other
width: 205
text-align: center
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 29
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 120
[Opportunities (Salesforce)].[Stage]
width: 80
[Opportunities (Salesforce)].[Close Date]
width: 84
[Opportunities (Salesforce)].[Account Name]
width: 136
Style: field-labels-decoration
Other
font-family: Tableau Regular
font-weight: normal
font-size: 9
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[Close Date]
font-family: Tableau Book
[Opportunities (Salesforce)].[Name (Opportunities)]
font-family: Tableau Book
[Opportunities (Salesforce)].[Stage]
font-family: Tableau Book
Style: table
rows
band-level: 2
Style: worksheet
cols
display-field-labels: false
Other
font-family: Tableau Book
Style: table-div
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 90
Other
background-color: #ffffff
Worksheet: Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Marks
Mark: All
Type: Circle
Tooltip: <[Opportunities (Salesforce)].[DAY(Close Date)]> - Breakdown by Opportunities:
<Sheet name="Tooltip - Opportunities by Close Date" maxwidth="300" maxheight="400" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[Group Opportunities]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Group Opportunities]
Styles
Style: axis
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
Other
tick-color: #666666
line-pattern-only: solid
stroke-color: #898989
line-visibility: off
rows
line-pattern-only: solid
cols
tick-color: #00000000
Style: cell
Other
cell-w: 80
cell-h: 140
cell: 20
cell-q: 100
Style: header
[Opportunities (Salesforce)].[Group Opportunities]
width: 59
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[DAY(Close Date)]
font-family: Tableau Book
[Opportunities (Salesforce)].[Group Opportunities]
font-family: Tableau Bold
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
stroke-size: 5
stroke-color: #1b1b1b
line-visibility: on
line-pattern-only: dashed
rows
line-visibility: off
cols
stroke-size: 4
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: dotted
stroke-size: 2
stroke-color: #898989
Style: table-div
rows
div-level: 1
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
cols
line-pattern-only: dashed
stroke-size: 5
div-level: 1
line-visibility: off
Style: header-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
[Opportunities (Salesforce)].[Group Opportunities]
col-width: 80
Other
font-family: Tableau Book
font-size: 7
Style: legend-title
Other
font-family: Tableau Book
font-weight: normal
font-size: 8
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Show Salespeople
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Measure: Show Salesperson Name
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Salesperson Name]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Full Name]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Title
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Measure: Show Account Name
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Account Name]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Account Name]
Styles
Style: pane
Other
border-style: none
Style: table
Other
background-color: #f2f2f3
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Tooltip - Opportunities by Close Date
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Marks
Mark: All
Type: Bar
Tooltip:
Stage:
Close Date:
Value:
View
Rows: [Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[SUM(Amount)]
Filters: [Opportunities (Salesforce)].[Tooltip (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Tooltip (Group Opportunities,DAY(Close Date))]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Amount)]
auto-subtitle: true
display: false
Other
line-pattern-only: solid
stroke-color: #898989
line-visibility: off
tick-color: #f5f5f5
rows
line-pattern-only: solid
Style: cell
[Opportunities (Salesforce)].[Account Name]
height: 33
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 27
Style: header
[Opportunities (Salesforce)].[Account Name]
width: 164
Other
border-style: none
rows
band-color: #00000000
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 184
Style: label
[Opportunities (Salesforce)].[Group Opportunities]
font-family: Tableau Bold
[Opportunities (Salesforce)].[Account Name]
font-weight: normal
Style: pane
Other
border-style: none
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Other
font-family: Tableau Book
font-weight: normal
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
Style: zeroline
Other
line-pattern-only: dotted
stroke-size: 2
stroke-color: #898989
line-visibility: off
Style: table-div
cols
stroke-size: 3
line-pattern-only: solid
div-level: 0
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 2
Style: header-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Style: legend
Other
font-family: Tableau Book
font-size: 7
Style: legend-title
Other
font-family: Tableau Book
font-weight: normal
font-size: 8
Style: tooltip
Other
font-family: Tableau Book
font-size: 8
Worksheet: Total Opportunities 1
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: # of Open
Continous Measure: Active Opportunities
Continous Measure: # of Losses
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: # of Wins
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Multiple Values]>
Tooltip: Account Name: <!Missing Field!>
Number of Opportunities:
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
text-align: center
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0,K;("$"#,##0,K)
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: top
font-family: Tableau Regular
font-size: 9
font-weight: normal
color: #333333
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #f5f5f5
Style: title
Other
background-color: #f5f5f5
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
Style: quick-filter-title
Other
font-size: 14
font-weight: bold
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
Worksheet: Wins
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Win rate
Continous Measure: # of Wins
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins]>
Win Rate: <[Opportunities (Salesforce)].[# of Wins (copy 2)]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
border-width: 5
border-style: none
Style: pane
Other
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #58c4a5
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Superstore |
| Matches | 40 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Base Salary
Role: Continous Measure
Data Type: integer
Formula: 50000
Default Value: 50000
Parameter Type: range
Measure: Commission Rate
Role: Continous Measure
Data Type: real
Formula: 18.400000000000002
Default Value: 18.400000000000002
Parameter Type: range
Measure: New Quota
Role: Continous Measure
Data Type: integer
Formula: 500000
Default Value: 500000
Parameter Type: range
Measure: Sort by
Role: Discrete Measure
Data Type: string
Formula: "Names"
Default Value: "Names"
Parameter Type: list
Measure: New Business Growth
Role: Continous Measure
Data Type: real
Formula: 0.59999999999999998
Default Value: 0.59999999999999998
Parameter Type: range
Measure: Churn Rate
Role: Continous Measure
Data Type: real
Formula: 0.064000000000000001
Default Value: 0.064000000000000001
Parameter Type: range
Datasource: Sample - Superstore
Connection
Data Sources
Data Source: Sample - Superstore
Attributes
authentication: auth-username-password
class: hyper
dbname: extract/5e/21/{7B91B292-41EE-427A-91FD-327A63425493}/dataengine_42019_618651678240lea.hyper
default-settings: yes
extract-engine: true
management-tablespace: extracts
port: 8633
schema: Extract
server: localhost
tablename: Extract
username: tableau_internal_user
Tables
Table: Extract
Database Object: [Extract].[Extract]
Connection: Sample - Superstore
Dimension
Extract
Dimension: Category
Role: Discrete Dimension
Remote Column: [Extract].[Category]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Extract].[City]
Data Type: string
Dimension: Country
Role: Discrete Dimension
Remote Column: [Extract].[Country]
Data Type: string
Dimension: Customer Name
Role: Discrete Dimension
Remote Column: [Extract].[Customer Name]
Data Type: string
Dimension: Order Date
Role: Discrete Dimension
Remote Column: [Extract].[Order Date]
Data Type: date
Dimension: Order ID
Role: Discrete Dimension
Remote Column: [Extract].[Order ID]
Data Type: string
Dimension: Postal Code
Role: Discrete Dimension
Remote Column: [Extract].[Postal Code]
Data Type: integer
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Extract].[Product Name]
Data Type: string
Dimension: Region
Role: Discrete Dimension
Remote Column: [Extract].[Region]
Data Type: string
Dimension: Segment
Role: Discrete Dimension
Remote Column: [Extract].[Segment]
Data Type: string
Dimension: Ship Mode
Role: Discrete Dimension
Remote Column: [Extract].[Ship Mode]
Data Type: string
Dimension: State
Role: Discrete Dimension
Remote Column: [Extract].[State]
Data Type: string
Dimension: Sub-Category
Role: Discrete Dimension
Remote Column: [Extract].[Sub-Category]
Data Type: string
Calculated/Other
Dimension: :Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Ship Status
Role: Discrete Dimension
Data Type: string
Formula: if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late"
elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time"
Else "Shipped Early" end
Dimension: Order Profitable?
Role: Discrete Dimension
Data Type: boolean
Formula: {fixed [Order ID]:sum([Profit])}>0
// calculates the profit at the order level
Dimension: Customer ID
Role: Discrete Dimension
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Data Type: string
Measure
Extract
Measure: Discount
Role: Continous Measure
Remote Column: [Extract].[Discount]
Data Type: real
Measure: Profit
Role: Continous Measure
Remote Column: [Extract].[Profit]
Data Type: real
Measure: Sales
Role: Continous Measure
Remote Column: [Extract].[Sales]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Extract].[Quantity]
Data Type: integer
Aggregation: Sum
Measure: Ship Date
Role: Continous Measure
Remote Column: [Extract].[Ship Date]
Data Type: date
Aggregation: Year
Calculated/Other
Measure: Days to Ship Actual
Role: Continous Measure
Data Type: integer
Formula: DATEDIFF('day',[Order Date],[Ship Date])
Measure: Sales Forecast
Role: Continous Measure
Data Type: real
Formula: [Sales]*(1-[Parameters].[Parameter 2])*(1+[Parameters].[Parameter 1])
Measure: Days to Ship Scheduled
Role: Continous Measure
Data Type: integer
Formula: CASE [Ship Mode]
WHEN "Same Day" THEN 0
WHEN "First Class" THEN 1
WHEN "Second Class" THEN 3
WHEN "Standard Class" THEN 6
END
Measure: Profit per Customer
Role: Continous Measure
Data Type: real
Formula: sum([Profit])/countD([Customer Name])
Measure: Sales per Customer
Role: Continous Measure
Data Type: real
Formula: Sum([Sales])/countD([Customer Name])
Measure: Profit Ratio
Role: Continous Measure
Data Type: real
Formula: sum([Profit])/sum([Sales])
Measure: Sales above Target?
Role: Discrete Measure
Data Type: string
Formula: If Sum([Sales])>SUM([federated.0z0pi331stuxay1ce6y5f1yxvsw9].[Sales Target]) then "Above Target" else "Below Target" end
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Order Quantity
Role: Continous Measure
Data Type: real
Measure: Row ID
Role: Continous Measure
Data Type: integer
Measure: Units estimate
Role: Continous Measure
Data Type: real
Formula: ROUND([Quantity]*(1-[Parameters].[Parameter 2])*(1+[Parameters].[Parameter 1]),0)
Measure: Profit per Order
Role: Continous Measure
Data Type: real
Formula: Sum([Profit])/countD([Order ID])
Parameter
Calculated/Other
Measure: New Business Growth
Role: Continous Measure
Data Type: real
Formula: 0.59999999999999998
Default Value: 0.59999999999999998
Parameter Type: range
Measure: Churn Rate
Role: Continous Measure
Data Type: real
Formula: 0.064000000000000001
Default Value: 0.064000000000000001
Parameter Type: range
Semantic Values
[Country].[Name]: "United States"
Datasource: Sales Target Extract
Connection
Data Sources
Data Source: Sales Target
Attributes
authentication: auth-username-password
class: hyper
dbname: extract/5e/21/{7B91B292-41EE-427A-91FD-327A63425493}/hyper_0b9ww9a086u1d41dqjy2d0vs8f.hyper
default-settings: yes
extract-engine: true
management-tablespace: extracts
port: 8633
schema: Extract
server: localhost
tablename: Extract
username: tableau_internal_user
Tables
Table: Extract
Database Object: [Extract].[Extract]
Connection: Sales Target
Measure
Extract
Measure: Category
Role: Continous Measure
Remote Column: [Extract].[Category]
Data Type: string
Aggregation: Count
Measure: Order Date
Role: Continous Measure
Remote Column: [Extract].[Order Date]
Data Type: date
Aggregation: Year
Measure: Sales Target
Role: Continous Measure
Remote Column: [Extract].[Sales Target]
Data Type: integer
Aggregation: Sum
Measure: Segment
Role: Continous Measure
Remote Column: [Extract].[Segment]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "United States"
Datasource: Sales Commission
Connection
Data Sources
Data Source: Sales Commission
Attributes
authentication: auth-username-password
class: hyper
dbname: extract/5e/21/{7B91B292-41EE-427A-91FD-327A63425493}/Sales Planning newleaf.hyper
default-settings: yes
extract-engine: true
management-tablespace: extracts
port: 8633
schema: Extract
server: localhost
tablename: Extract
username: tableau_internal_user
Tables
Table: Extract
Database Object: [Extract].[Extract]
Connection: Sales Commission
Dimension
Extract
Dimension: Order Date
Role: Discrete Dimension
Remote Column: [Extract].[Order Date]
Data Type: datetime
Dimension: Region
Role: Discrete Dimension
Remote Column: [Extract].[Region]
Data Type: string
Dimension: Sales Person1
Role: Discrete Dimension
Remote Column: [Extract].[Sales Person]
Data Type: string
Calculated/Other
Dimension: Estimate Compensation label
Role: Discrete Dimension
Data Type: string
Formula: "Estimated Compensation:"
Dimension: Total Sales label
Role: Discrete Dimension
Data Type: string
Formula: "Total Sales:"
Measure
Extract
Measure: Sales
Role: Continous Measure
Remote Column: [Extract].[Sales]
Data Type: integer
Calculated/Other
Measure: Achievement (estimated)
Role: Continous Measure
Data Type: integer
Formula: [Sales]
Measure: Achieved Quota
Role: Discrete Measure
Data Type: string
Formula: if SUM([Achievement (copy)]) >= [Parameters].[New Quota] then "100% +"
elseif SUM([Achievement (copy)]) >= 0.75 * [Parameters].[New Quota] then "75-100%"
elseif SUM([Achievement (copy)]) >= 0.5 * [Parameters].[New Quota] then "50-75%"
else "Below 50%" end
Measure: Base (Variable)
Role: Continous Measure
Data Type: integer
Formula: [Parameters].[Base Salary]
Measure: % of quota achieved
Role: Continous Measure
Data Type: real
Formula: AVG([Achievement (copy)])/[Parameters].[New Quota]
Measure: Rank over 3
Role: Continous Measure
Data Type: real
Formula: ROUND(INDEX() / 3 - 0.6,0) + 1
Measure: Sort by field
Role: Discrete Measure
Data Type: real
Formula: if [Parameters].[Parameter 1 1]="Names" then 0
elseif [Parameters].[Parameter 1 1]="% quota descending" then -[% of quota achieved]
else [% of quota achieved] end
Measure: Commission (Variable)
Role: Continous Measure
Data Type: real
Formula: ([Parameters].[Commission Rate]*[Sales])/100
Measure: OTE (Variable)
Role: Continous Measure
Data Type: real
Formula: [Parameters].[Base Salary] + ([Parameters].[Commission Rate]*[Parameters].[New Quota])/100
Measure: Total Compensation
Role: Continous Measure
Data Type: real
Formula: MIN([Base (Variable)]) + SUM([Commission (Variable)])
Parameter
Calculated/Other
Measure: Base Salary
Role: Continous Measure
Data Type: integer
Formula: 50000
Default Value: 50000
Parameter Type: range
Measure: Commission Rate
Role: Continous Measure
Data Type: real
Formula: 18.400000000000002
Default Value: 18.400000000000002
Parameter Type: range
Measure: New Quota
Role: Continous Measure
Data Type: integer
Formula: 500000
Default Value: 500000
Parameter Type: range
Measure: Sort by
Role: Discrete Measure
Data Type: string
Formula: "Names"
Default Value: "Names"
Parameter Type: list
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Commission Model
Worksheets
Worksheet: QuotaAttainment
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [% of quota achieved]
[Achieved Quota]
[Achievement (estimated)]
[Base (Variable)]
[Base Salary]
[Commission (Variable)]
[Commission Rate]
[New Quota]
[OTE (Variable)]
[Rank over 3]
[Sales Person1]
[Sales]
[Total Compensation]
Used Remote Columns: [Extract].[Sales Person]
[Extract].[Sales]
Worksheet: CommissionProjection
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [% of quota achieved]
[Achieved Quota]
[Achievement (estimated)]
[Base (Variable)]
[Base Salary]
[Commission (Variable)]
[Commission Rate]
[New Quota]
[OTE (Variable)]
[Rank over 3]
[Sales Person1]
[Sales]
[Sort by field]
[Sort by]
[Total Compensation]
Used Remote Columns: [Extract].[Sales Person]
[Extract].[Sales]
Worksheet: Sales
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [% of quota achieved]
[Achievement (estimated)]
[New Quota]
[Sales]
Used Remote Columns: [Extract].[Sales]
Worksheet: OTE
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [Base Salary]
[Commission Rate]
[New Quota]
[OTE (Variable)]
Dashboard Objects:
Text: Enter new quota, commission rate and base salary to estimate sales and compensation
Dashboard: Customers
Worksheets
Worksheet: CustomerScatter
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Customer Name]
[Order Date]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[Segment]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
Worksheet: CustomerRank
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Customer Name]
[Order Date]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[Segment]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
Worksheet: CustomerOverview
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Customer Name]
[Days to Ship Actual]
[Days to Ship Scheduled]
[Order Date]
[Profit Ratio]
[Profit]
[Quantity]
[Region]
[Sales per Customer]
[Sales]
[Segment]
[Ship Date]
[Ship Mode]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Quantity]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Dashboard Objects:
Filter: [Sample - Superstore].[YEAR(Order Date)]
Filter: [Sample - Superstore].[Category]
Filter: [Sample - Superstore].[Segment]
Dashboard: Order Details
Worksheets
Worksheet: Product Detail Sheet
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[City]
[Customer Name]
[Days to Ship Actual]
[Days to Ship Scheduled]
[Discount]
[Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit Ratio]
[Profit]
[Quantity]
[Region]
[Sales]
[Segment]
[Ship Date]
[Ship Mode]
[State]
Used Remote Columns: [Extract].[Category]
[Extract].[City]
[Extract].[Customer Name]
[Extract].[Discount]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Quantity]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[Ship Date]
[Extract].[Ship Mode]
[Extract].[State]
Dashboard Objects:
Filter: [Sample - Superstore].[Order Date]
Filter: [Sample - Superstore].[Region]
Filter: [Sample - Superstore].[State]
Filter: [Sample - Superstore].[City]
Filter: [Sample - Superstore].[Category]
Filter: [Sample - Superstore].[Segment]
Dashboard: Overview
Worksheets
Worksheet: Total Sales
Datasources: Parameters
Sample - Superstore
Used Dimensions & Measures: [Category]
[Churn Rate]
[Customer Name]
[Discount]
[New Business Growth]
[Order Date]
[Order ID]
[Order Profitable?]
[Profit per Order]
[Profit Ratio]
[Profit]
[Quantity]
[Region]
[Sales Forecast]
[Sales per Customer]
[Sales]
[Segment]
[State]
[Units estimate]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Discount]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Profit]
[Extract].[Quantity]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[State]
Worksheet: Sale Map
Datasources: Sample - Superstore
Used Dimensions & Measures: [Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[State]
Used Remote Columns: [Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[State]
Worksheet: Sales by Segment
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit]
[Region]
[Sales]
[Segment]
[State]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[State]
Worksheet: Sales by Product
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit]
[Region]
[Sales]
[Segment]
[State]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[State]
Dashboard Objects:
Filter: [Sample - Superstore].[Region]
Filter: [Sample - Superstore].[Order Date]
Filter: [Sample - Superstore].[Profit Ratio]
Dashboard: Product
Worksheets
Worksheet: ProductView
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Profit]
[Region]
[Sales]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
Worksheet: ProductDetails
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Product Name]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[Segment]
[Sub-Category]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Product Name]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[Sub-Category]
Dashboard Objects:
Filter: [Sample - Superstore].[Region]
Dashboard: Shipping
Worksheets
Worksheet: ShipSummary
Datasources: Sample - Superstore
Used Dimensions & Measures: [Days to Ship Actual]
[Days to Ship Scheduled]
[Number of Records]
[Order Date]
[Region]
[Ship Date]
[Ship Mode]
[Ship Status]
Used Remote Columns: [Extract].[Order Date]
[Extract].[Region]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Worksheet: ShippingTrend
Datasources: Sample - Superstore
Used Dimensions & Measures: [Days to Ship Actual]
[Days to Ship Scheduled]
[Number of Records]
[Order Date]
[Region]
[Ship Date]
[Ship Mode]
[Ship Status]
Used Remote Columns: [Extract].[Order Date]
[Extract].[Region]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Worksheet: DaystoShip
Datasources: Sample - Superstore
Used Dimensions & Measures: [Customer Name]
[Days to Ship Actual]
[Days to Ship Scheduled]
[Order Date]
[Order ID]
[Product Name]
[Region]
[Ship Date]
[Ship Mode]
[Ship Status]
Used Remote Columns: [Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Product Name]
[Extract].[Region]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Dashboard Objects:
Filter: [Sample - Superstore].[YEAR(Order Date)]
Filter: [Sample - Superstore].[QUARTER(Order Date)]
Filter: [Sample - Superstore].[Region]
Filter: [Sample - Superstore].[Ship Mode]
Worksheets
Worksheet: CommissionProjection
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: Base Salary
Continous Measure: Commission Rate
Continous Measure: New Quota
Discrete Measure: Sort by
Datasource: Sales Commission
Discrete Dimension: Sales Person1
Remote Column: [Extract].[Sales Person]
Continous Measure: Achievement (estimated)
Discrete Measure: Achieved Quota
Continous Measure: Base (Variable)
Continous Measure: % of quota achieved
Continous Measure: Rank over 3
Discrete Measure: Sort by field
Continous Measure: Commission (Variable)
Continous Measure: OTE (Variable)
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Continous Measure: Total Compensation
Marks
Mark: All
Type: Automatic
Tooltip: <[Sales Commission].[Sales Person]>
<[Sales Commission].[Achievement (variable) (copy)]> Quota Achieved
Total Sales: <[Sales Commission].[SUM(Achievement (copy))]>
Compensation: <[Sales Commission].[Total Compensation]>
View
Rows: [Sales Commission].[Rank over 3]
[Sales Commission].[Sales Person]
Columns: [Sales Commission].[Multiple Values]
Filters: [Sales Commission].[Measure Names()]
Manual Sorting: [Sales Commission].[Measure Names()] ASC
[Sales Commission].[Achievement (variable) (copy)] ASC
Slices: [Sales Commission].[Measure Names()]
Styles
Style: axis
[Sales Commission].[Multiple Values]
title: Compensation ($)
auto-subtitle: true
Style: header
[Sales Commission].[Sales Person]
width: 136
Style: label
[Sales Commission].[Rank over 3]
display: false
[Sales Commission].[SUM(Achievement (copy))]
text-format: n#,##0,K;-#,##0,K
Style: worksheet
rows
display-field-labels: false
Style: refline
refline2
stroke-color: #acacac
color: #000000
refline3
color: #000000
refline4
stroke-color: #acacac
color: #000000
Style: legend
Other
background-color: #ffffff
[Sales Commission].[Measure Names()]
col-width: 240
Style: legend-title-text
[Sales Commission].[Measure Names()]
Worksheet: CustomerOverview
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Sales per Customer
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Region]>
Customers: <[Sample - Superstore].[Customer Name]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Sales/Customer: <[Sample - Superstore].[Sales per Customer]>
Quantity: <[Sample - Superstore].[SUM(Quantity)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[Region]
Columns: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Multiple Values]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Category]
[Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[Customer Name]
height: 22
[Sample - Superstore].[SUM(Profit)]
height: 22
[Sample - Superstore].[SUM(Quantity)]
height: 22
[Sample - Superstore].[SUM(Sales)]
height: 22
[Sample - Superstore].[Sales per Customer]
height: 22
[Sample - Superstore].[Profit Ratio]
height: 22
[Sample - Superstore].[Multiple Values]
display: false
Style: cell
[Sample - Superstore].[Region]
height: 23
Other
text-align: center
[Sample - Superstore].[SUM(Quantity)]
text-format: n#,##0;-#,##0
[Sample - Superstore].[Sales per Customer]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Sample - Superstore].[Region]
width: 60
cols
border-style: none
rows
border-style: none
Style: label
[Sample - Superstore].[Measure Names()]
text-align: left
font-size: 9
font-family: Tableau Regular
font-weight: bold
Style: pane
cols
border-style: none
rows
border-style: none
Style: worksheet
rows
display-field-labels: false
Style: gridline
cols
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Year
Other
background-color: #f7f7f7
Worksheet: CustomerRank
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Customer Name]>
Sales Rank: <[Sample - Superstore].[SUM(Sales)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[Customer Name]
Columns: [Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
cols
tick-color: #f0f0f0
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
vertical-align: top
stroke-size: 1
text-align: center
Style: gridline
cols
line-pattern-only: solid
line-visibility: on
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Worksheet: CustomerScatter
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Customer Name]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[SUM(Profit)]
Columns: [Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Profit)]
width: 84
cols
tick-color: #f0f0f0
Style: pane
rows
border-style: none
Style: refline
Other
stroke-size: 1
Style: gridline
Other
line-pattern-only: dotted
line-visibility: on
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Year
Worksheet: DaystoShip
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Ship Status
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Product Name
Remote Column: [Extract].[Product Name]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Ship Mode]> - <[Sample - Superstore].[Ship Status]>
<[Sample - Superstore].[SUM(Days to Ship Actual)]> days to ship
Product Name: <[Sample - Superstore].[Product Name]>
Customer Name: <[Sample - Superstore].[Customer Name]>
Order Date: <[Sample - Superstore].[Order Date]>
Order ID: <[Sample - Superstore].[Order ID]>
View
Rows: [Sample - Superstore].[Product Name]
Columns: [Sample - Superstore].[Order Date]
Filters: [Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Action (Ship Status,YEAR(Order Date),WEEK(Order Date))]
[Sample - Superstore].[Ship Status]
[Sample - Superstore].[Region]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[Ship Status]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Action (Ship Status,YEAR(Order Date),WEEK(Order Date))]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[Order Date]
auto-subtitle: true
height: 37
Style: header
[Sample - Superstore].[Product Name]
width: 300
[Sample - Superstore].[Customer Name]
width: 116
[Sample - Superstore].[Order ID]
width: 108
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
line-pattern-only: solid
line-visibility: on
Style: table-div
rows
line-visibility: off
Style: title
Other
background-color: #00000000
Worksheet: Forecast
Visible: No
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Forecast Indicator]> Sales
<[Sample - Superstore].[Segment]>, <[Sample - Superstore].[MONTH(Order Date)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
View
Rows: [Sample - Superstore].[Segment]
[Sample - Superstore].[SUM(Sales)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Region]
Slices: [Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
width: 76
[Sample - Superstore].[MONTH(Order Date)]
title: Order Date
auto-subtitle: true
height: 43
Style: header
[Sample - Superstore].[Segment]
width: 28
Style: label
[Sample - Superstore].[Segment]
display: true
text-orientation: -90
font-size: 10
[Sample - Superstore].[MONTH(Order Date)]
text-orientation: 0
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: zeroline
cols
line-visibility: off
rows
line-visibility: off
Style: axis-title
[Sample - Superstore].[MONTH(Order Date)]
font-size: 10
Worksheet: OTE
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: Base Salary
Continous Measure: Commission Rate
Continous Measure: New Quota
Datasource: Sales Commission
Continous Measure: OTE (Variable)
Marks
Mark: All
Type: Automatic
View
Rows: [Sales Commission].[Measure Names()]
Filters: [Sales Commission].[Measure Names()]
Manual Sorting: [Sales Commission].[Measure Names()] ASC
Slices: [Sales Commission].[Measure Names()]
Styles
Style: cell
Other
width: 173
[Sales Commission].[SUM(OTE (Variable))]
font-weight: bold
font-size: 16
text-format: c"$"#,##0,,.00M;("$"#,##0,,.00M)
[Sales Commission].[AVG(OTE (Variable))]
font-weight: bold
font-size: 16
text-format: c"$"#,##0,K;("$"#,##0,K)
[Sales Commission].[Multiple Values]
text-format: c"$"#,##0.00;("$"#,##0.00)
font-weight: bold
font-size: 16
Style: header
[Sales Commission].[Measure Names()]
width: 260
rows
band-color: #00000000
Other
height-header: 12
Style: label
[Sales Commission].[Measure Names()]
color: #cc721e
font-weight: bold
font-size: 12
text-align: right
Style: pane
rows
band-color: #00000000
Style: table
Other
omit-on-special: false
break-on-special: false
show-null-value-warning: false
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #ffffff
Worksheet: Performance
Visible: No
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: SUM([Sales])-SUM([Sales Target].[Sales Target])
Discrete Measure: Sales above Target?
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Datasource: Sales Target Extract
Continous Measure: Sales Target
Remote Column: [Extract].[Sales Target]
Marks
Mark: All
Type: Bar
Tooltip: <[Sample - Superstore].[Sales above Target?]> - <[Sample - Superstore].[Segment]> <[Sample - Superstore].[Category]>
<[Sample - Superstore].[MONTH(Order Date)]> <[Sample - Superstore].[YEAR(Order Date)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Sales Target: <[Sales Target Extract].[SUM(Sales Target)]>
Difference: $<[Sample - Superstore].[SUM([Sales])-SUM([Sales Target].[Sales Target])]>
View
Rows: [Sample - Superstore].[YEAR(Order Date)]
([Sample - Superstore].[MONTH(Order Date)]
[Sample - Superstore].[Segment]))
Columns: [Sample - Superstore].[Category]
[Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Region]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
Style: header
[Sample - Superstore].[Category]
height: 20
[Sample - Superstore].[Segment]
width: 96
Style: label
[Sample - Superstore].[YEAR(Order Date)]
display: false
[Sample - Superstore].[MONTH(Order Date)]
font-size: 9
[Sample - Superstore].[Category]
font-size: 9
Style: table
rows
band-level: 0
band-size: 3
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: refline
refline0
stroke-color: #000000
Style: refband
refline1
reverse-palette: false
palette: gray80
Style: gridline
cols
line-visibility: off
Style: table-div
rows
line-visibility: off
div-level: 0
cols
div-level: 0
line-visibility: off
Style: legend-title-text
[Sample - Superstore].[Sales above Target?]
color: Sales above Budget?
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Year
Worksheet: Product Detail Sheet
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: City
Remote Column: [Extract].[City]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Profit Ratio
Continous Measure: Discount
Remote Column: [Extract].[Discount]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: Customer Name: <[Sample - Superstore].[Customer Name]>
<[Sample - Superstore].[Measure Names()]>: <[Sample - Superstore].[Multiple Values]>
Order Date: <[Sample - Superstore].[Order Date]>
Order ID: <[Sample - Superstore].[Order ID]>
Ship Date: <[Sample - Superstore].[Ship Date]>
Ship Mode: <[Sample - Superstore].[Ship Mode]>
View
Rows: [Sample - Superstore].[Order ID]
([Sample - Superstore].[Customer Name]
([Sample - Superstore].[Order Date]
([Sample - Superstore].[Ship Date]
[Sample - Superstore].[Ship Mode]))))
Columns: [Sample - Superstore].[Measure Names()]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (Postal Code,State) 1]
[Sample - Superstore].[Category]
[Sample - Superstore].[City]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[State]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Category]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Region]
[Sample - Superstore].[State]
[Sample - Superstore].[City]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (Postal Code,State) 1]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Order Date]
Styles
Style: cell
[Sample - Superstore].[SUM(Discount)]
text-format: p0%
Style: header
[Sample - Superstore].[Order ID]
width: 120
[Sample - Superstore].[Ship Mode]
width: 116
[Sample - Superstore].[Ship Date]
width: 88
[Sample - Superstore].[Order Date]
width: 88
[Sample - Superstore].[Customer Name]
width: 140
Style: field-labels
Other
font-family: Tableau Medium
font-weight: bold
Style: field-labels-decoration
Other
font-weight: bold
Style: label
[Sample - Superstore].[Measure Names()]
color: #333333
font-family: Tableau Medium
font-weight: bold
Worksheet: ProductDetails
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Product Name
Remote Column: [Extract].[Product Name]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: Sub-Category
Remote Column: [Extract].[Sub-Category]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Circle
Tooltip: <[Sample - Superstore].[Segment]> > <[Sample - Superstore].[Category]> > <[Sample - Superstore].[Sub-Category]>
<[Sample - Superstore].[Sub-Category]>: <[Sample - Superstore].[Product Name]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[Category]
[Sample - Superstore].[Sub-Category]
Columns: [Sample - Superstore].[Segment]
[Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Action (Category,YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date),Product Category)]
[Sample - Superstore].[MONTH(Order Date)]
[Sample - Superstore].[Region]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[MONTH(Order Date)]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date),Product Category)]
[Sample - Superstore].[Action (Category,YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
height: 45
Style: cell
[Sample - Superstore].[Sub-Category]
height: 21
Style: header
[Sample - Superstore].[Sub-Category]
width: 99
[Sample - Superstore].[Category]
width: 103
Style: label
[Sample - Superstore].[MONTH(Order Date)]
text-format: iLLL
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: refline
refline1
fill-above: #00000000
fill-below: #00000000
stroke-size: 2
stroke-color: #555555
Style: table-div
rows
stroke-color: #f0f0f0
stroke-size: 2
Style: header-div
rows
stroke-size: 2
Style: legend
Other
background-color: #f5f5f5
Style: quick-filter
Other
background-color: #f5f5f5
Worksheet: ProductView
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Square
Tooltip: <[Sample - Superstore].[Category]>
<[Sample - Superstore].[MONTH(Order Date)]> <[Sample - Superstore].[YEAR(Order Date)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
View
Rows: [Sample - Superstore].[Category]
[Sample - Superstore].[YEAR(Order Date)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Region]
Slices: [Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: cell
Other
text-align: center
Style: header
[Sample - Superstore].[YEAR(Order Date)]
width: 40
[Sample - Superstore].[Category]
width: 98
Style: label
[Sample - Superstore].[MONTH(Order Date)]
font-weight: normal
text-format: iLLL
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: table-div
rows
stroke-size: 4
stroke-color: #ffffff
cols
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: legend
Other
background-color: #f5f5f5
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Order Year
[Sample - Superstore].[MONTH(Order Date)]
title: Order Year
Other
background-color: #f7f7f7
Worksheet: QuotaAttainment
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: Base Salary
Continous Measure: Commission Rate
Continous Measure: New Quota
Datasource: Sales Commission
Discrete Dimension: Sales Person1
Remote Column: [Extract].[Sales Person]
Continous Measure: Achievement (estimated)
Discrete Measure: Achieved Quota
Continous Measure: Base (Variable)
Continous Measure: % of quota achieved
Continous Measure: Rank over 3
Continous Measure: Commission (Variable)
Continous Measure: OTE (Variable)
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Continous Measure: Total Compensation
Marks
Mark: All
Type: Automatic
Tooltip: <[Sales Commission].[Sales Person]>
<[Sales Commission].[Achievement (variable) (copy)]> Quota Achieved
Total Sales: $<[Sales Commission].[SUM(Achievement (copy))]>
Compensation: <[Sales Commission].[Total Compensation]>
View
Rows: [Sales Commission].[Rank over 3]
[Sales Commission].[Sales Person]
Columns: [Sales Commission].[SUM(Achievement (copy))]
Manual Sorting: [Sales Commission].[Achievement (variable) (copy)] ASC
Styles
Style: axis
[Sales Commission].[SUM(Achievement (copy))]
title: Sales ($)
auto-subtitle: true
Style: label
[Sales Commission].[Rank over 3]
display: false
[Sales Commission].[SUM(Achievement (copy))]
text-format: n#,##0,K;-#,##0,K
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: refband
refline1
reverse-palette: false
Style: legend-title-text
[Sales Commission].[Achievement (variable) (copy)]
Worksheet: Sale Map
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Multipolygon
Tooltip: <[Sample - Superstore].[State]> <[Sample - Superstore].[Profit Ratio]> overall
Profit Ratio by City
<Sheet name="Tooltip: Profit Ratio by City" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Sample - Superstore].[Latitude (generated)]
Columns: [Sample - Superstore].[Longitude (generated)]
Filters: [Sample - Superstore].[Order Profitable?]
[Sample - Superstore].[Region]
[Sample - Superstore].[Profit Ratio]
Slices: [Sample - Superstore].[Order Date]
[Sample - Superstore].[Region]
[Sample - Superstore].[Profit Ratio]
[Sample - Superstore].[Order Profitable?]
Styles
Style: legend
Other
font-family: Tableau Book
Style: legend-title-text
[Sample - Superstore].[Profit Ratio]
color: Profit Ratio
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: false
tab_coastline
enabled: true
pp2_line
enabled: false
light_adm0_bnd
enabled: false
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: true
um_adm0_lbl
enabled: false
light_pp2_statebounds
enabled: false
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: false
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.33000001311302185
map-style: tableau-light-gray
Style: map-data-layer
Other
palette: tableau-map-blue-green-light
Style: quick-filter
Other
background-color: #f7f7f7
border-width: 2
border-color: #f7f7f7
border-style: none
Worksheet: Sales
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: New Quota
Datasource: Sales Commission
Continous Measure: Achievement (estimated)
Continous Measure: % of quota achieved
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
View
Rows: [Sales Commission].[Measure Names()]
Filters: [Sales Commission].[Measure Names()]
Manual Sorting: [Sales Commission].[Measure Names()] ASC
Slices: [Sales Commission].[Measure Names()]
Styles
Style: cell
Other
width: 171
[Sales Commission].[SUM(Sales)]
font-weight: bold
font-size: 16
text-format: c"$"#,##0,,.00M;("$"#,##0,,.00M)
[Sales Commission].[Multiple Values]
font-size: 16
font-weight: bold
Style: header
[Sales Commission].[Measure Names()]
width: 228
rows
band-color: #00000000
Style: label
[Sales Commission].[Measure Names()]
color: #cc721e
font-size: 12
text-align: right
font-weight: bold
Style: pane
rows
band-color: #00000000
Style: table
Other
omit-on-special: false
break-on-special: false
show-null-value-warning: false
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #ffffff
Worksheet: Sales by Product
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Area
Tooltip: <[Sample - Superstore].[Category]> - <[Sample - Superstore].[MONTH(Order Date)]>
<[Sample - Superstore].[Order Profitable?]> Orders
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
View
Rows: [Sample - Superstore].[Category]
[Sample - Superstore].[SUM(Sales)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Action (MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Order Profitable?]
[Sample - Superstore].[Region]
Manual Sorting: [Sample - Superstore].[Order Profitable?] ASC
Slices: [Sample - Superstore].[Action (State)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (MONTH(Order Date),Segment)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Order Profitable?]
Styles
Style: axis
[Sample - Superstore].[MONTH(Order Date)]
auto-subtitle: true
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
width: 60
Style: cell
[Sample - Superstore].[MONTH(Order Date)]
text-format: *m/d/yyyy
Style: header
[Sample - Superstore].[Category]
width: 84
Style: label
[Sample - Superstore].[MONTH(Order Date)]
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Worksheet: Sales by Segment
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Area
Tooltip: <[Sample - Superstore].[Segment]> - <[Sample - Superstore].[MONTH(Order Date)]>
<[Sample - Superstore].[Order Profitable?]> Orders
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
View
Rows: [Sample - Superstore].[Segment]
[Sample - Superstore].[SUM(Sales)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Action (MONTH(Order Date),Product Category)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Order Profitable?]
[Sample - Superstore].[Region]
Manual Sorting: [Sample - Superstore].[Order Profitable?] ASC
Slices: [Sample - Superstore].[Action (State)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (MONTH(Order Date),Product Category)]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Profitable?]
Styles
Style: axis
[Sample - Superstore].[MONTH(Order Date)]
auto-subtitle: true
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: false
width: 60
Style: cell
[Sample - Superstore].[MONTH(Order Date)]
text-format: *m/d/yyyy
Style: label
[Sample - Superstore].[MONTH(Order Date)]
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: legend-title-text
[Sample - Superstore].[Order Profitable?]
Worksheet: ShipSummary
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Ship Status
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Number of Records
Marks
Mark: All
Type: Automatic
Label: <[Sample - Superstore].[SUM(Number of Records)]> <[Sample - Superstore].[Ship Status]>
View
Columns: [Sample - Superstore].[SUM(Number of Records)]
Filters: [Sample - Superstore].[Ship Status]
[Sample - Superstore].[Region]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Ship Status] ASC
Slices: [Sample - Superstore].[Ship Status]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Number of Records)]
display: false
auto-subtitle: true
Style: cell
Other
font-size: 14
font-weight: bold
text-align: center
border-style: none
cols
border-width: 1
border-color: #ffffff
[Sample - Superstore].[SUM(Number of Records)]
text-format: p0%
Style: label
[Sample - Superstore].[Ship Status]
display: true
font-size: 10
Style: pane
Other
border-style: none
Style: table
Other
background-color: #00000000
Style: worksheet
cols
display-field-labels: false
Style: table-div
cols
stroke-size: 2
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #00000000
Worksheet: ShippingTrend
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Ship Status
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Number of Records
Marks
Mark: All
Type: Area
Tooltip: <[Sample - Superstore].[Ship Status]>
Week of <[Sample - Superstore].[WEEK(Order Date)]>
Shipments: <[Sample - Superstore].[SUM(Number of Records)]>
View
Rows: [Sample - Superstore].[SUM(Number of Records)]
Columns: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[WEEK(Order Date)]
Filters: [Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Ship Status] ASC
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Number of Records)]
title: Number of Shipments
auto-subtitle: true
width: 48
Style: label
[Sample - Superstore].[YEAR(Order Date)]
display: false
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Style: legend-title-text
[Sample - Superstore].[Ship Status]
color: On Time?
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Order Year
[Sample - Superstore].[QUARTER(Order Date)]
title: Order Quarter
Other
background-color: #f7f7f7
Worksheet: Tooltip: Profit Ratio by City
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: City
Remote Column: [Extract].[City]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
View
Rows: [Sample - Superstore].[City]
Columns: [Sample - Superstore].[Profit Ratio]
Filters: [Sample - Superstore].[Tooltip (State)]
Slices: [Sample - Superstore].[Order Date]
[Sample - Superstore].[Tooltip (State)]
Styles
Style: axis
[Sample - Superstore].[Profit Ratio]
display: false
cols
line-visibility: off
rows
line-visibility: off
Style: cell
[Sample - Superstore].[Profit Ratio]
font-style: italic
Style: label
[Sample - Superstore].[Profit Ratio]
font-style: italic
Style: worksheet
rows
display-field-labels: false
Style: gridline
cols
line-visibility: off
Worksheet: Total Sales
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: New Business Growth
Continous Measure: Churn Rate
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Sales Forecast
Continous Measure: Sales per Customer
Continous Measure: Profit Ratio
Continous Measure: Discount
Remote Column: [Extract].[Discount]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Units estimate
Continous Measure: Profit per Order
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Label: <[Sample - Superstore].[Multiple Values]>
View
Columns: [Sample - Superstore].[Measure Names()]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Action (Order Profitable?,Category,MONTH(Order Date))]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Region]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[Region]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Action (Order Profitable?,Category,MONTH(Order Date))]
[Sample - Superstore].[Order Date]
Styles
Style: cell
Other
text-align: center
font-weight: bold
font-size: 12
Style: header
[Sample - Superstore].[Measure Names()]
height: 23
Style: label
Other
text-align: center
[Sample - Superstore].[Measure Names()]
font-size: 8
font-family: Tableau Regular
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Worksheet: What If Forecast
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: New Business Growth
Continous Measure: Churn Rate
Datasource: Sample - Superstore
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Sales Forecast
Continous Measure: SUM([Sales])-SUM([Sales Forecast])
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Region]> <[Sample - Superstore].[Segment]>
<[Sample - Superstore].[MONTH(Order Date)]>
Actual: <[Sample - Superstore].[SUM(Sales)]>
Forecast: <[Sample - Superstore].[SUM(Sales Forecast)]>
Difference: $<[Sample - Superstore].[SUM([Sales])-SUM([Sales Forecast])]>
View
Rows: [Sample - Superstore].[Region]
([Sample - Superstore].[Segment]
[Sample - Superstore].[Measure Names()]))
Columns: [Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Region]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: cell
[Sample - Superstore].[MONTH(Order Date)]
Style: header
[Sample - Superstore].[Measure Names()]
width: 124
Other
border-width: 2
rows
border-width: 1
border-width: 1
cols
border-width: 1
Style: pane
Other
border-width: 2
rows
border-width: 1
border-width: 1
cols
border-width: 1
border-width: 1
Style: worksheet
cols
display-field-labels: false
Style: table-div
rows
div-level: 0
cols
div-level: 0
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Order Date
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Web Engagement Samples |
| Matches | 4 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Activity Type
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Datasource: Engagement
Connection
Data Sources
Data Source: Marketo
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:marketo-marketo
connectionData: {"connectorName":"Marketo","apiScheme":"https","apiDomain":"mktorest.com","pagination":{"batchSize":300},"userFilters":{"dateRange":30},"selectedFilter":"dateRange","apiSubdomain":"805-DIL-627","apiUrl":""}
connectionName: Marketo
filename: marketo.html
path: /marketo/marketo/1/
port: 443
server: connectors.tableau.com
workgroup-auth-mode: prompt
Tables
Table: Leads
Database Object: [leadsTable]
Connection: Marketo
Table: Activity - Fill Out Form
Database Object: [activity2]
Connection: Marketo
Table: Activity - Visit Webpage
Database Object: [activity1]
Connection: Marketo
Table: Activity - Click Link
Database Object: [activity3]
Connection: Marketo
Dimension
Activity - Click Link
Dimension: Activity Date (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Campaign_ID]
Data Type: integer
Dimension: Client IP Address (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Client_IP_Address]
Data Type: string
Dimension: Lead ID (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Lead_ID]
Data Type: integer
Dimension: Link ID
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Link_ID]
Data Type: string
Dimension: Query Parameters (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Query_Parameters]
Data Type: string
Dimension: Referrer URL (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Referrer_URL]
Data Type: string
Dimension: User Agent (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[User_Agent]
Data Type: string
Dimension: Webpage ID (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Webpage_ID]
Data Type: string
Dimension: Id (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[id]
Data Type: integer
Activity - Fill Out Form
Dimension: Activity Date
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Campaign_ID]
Data Type: integer
Dimension: Client IP Address
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Client_IP_Address]
Data Type: string
Dimension: Form Fields
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Form_Fields]
Data Type: string
Dimension: Lead ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Lead_ID]
Data Type: integer
Dimension: Query Parameters
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Query_Parameters]
Data Type: string
Dimension: Referrer URL
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Referrer_URL]
Data Type: string
Dimension: User Agent
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[User_Agent]
Data Type: string
Dimension: Webform ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Webform_ID]
Data Type: string
Dimension: Webpage ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Webpage_ID]
Data Type: string
Dimension: Id (Activity - Fill Out Form)
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[id]
Data Type: integer
Activity - Visit Webpage
Dimension: Activity Date (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Campaign_ID]
Data Type: integer
Dimension: Client IP Address (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Client_IP_Address]
Data Type: string
Dimension: Lead ID (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Lead_ID]
Data Type: integer
Dimension: Query Parameters (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Query_Parameters]
Data Type: string
Dimension: Referrer URL (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Referrer_URL]
Data Type: string
Dimension: Search Engine
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Search_Engine]
Data Type: string
Dimension: Search Query
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Search_Query]
Data Type: string
Dimension: User Agent (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[User_Agent]
Data Type: string
Dimension: Webpage ID (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Webpage_ID]
Data Type: string
Dimension: Webpage URL
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Webpage_URL]
Data Type: string
Dimension: Id (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[id]
Data Type: integer
Leads
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Leads].[Account_Source]
Data Type: string
Dimension: Acquisition Date
Role: Discrete Dimension
Remote Column: [Leads].[Acquisition_Date]
Data Type: string
Dimension: Acquisition Program
Role: Discrete Dimension
Remote Column: [Leads].[Acquisition_Program]
Data Type: string
Dimension: Address (L)
Role: Discrete Dimension
Remote Column: [Leads].[Address_L]
Data Type: string
Dimension: Annual Revenue
Role: Discrete Dimension
Remote Column: [Leads].[Annual_Revenue]
Data Type: string
Dimension: Anonymous IP
Role: Discrete Dimension
Remote Column: [Leads].[Anonymous_IP]
Data Type: string
Dimension: Billing Address
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Address]
Data Type: string
Dimension: Billing Address (A)
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Address_A]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Leads].[Billing_City]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Country]
Data Type: string
Dimension: Billing Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Geocode_Accuracy]
Data Type: string
Dimension: Billing Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Latitude]
Data Type: string
Dimension: Billing Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Longitude]
Data Type: string
Dimension: Billing Postal Code
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Postal_Code]
Data Type: string
Dimension: Billing State
Role: Discrete Dimension
Remote Column: [Leads].[Billing_State]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Leads].[City]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Leads].[Clean_Status]
Data Type: string
Dimension: Clean Status (A)
Role: Discrete Dimension
Remote Column: [Leads].[Clean_Status_A]
Data Type: string
Dimension: Company D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Leads].[Company_DUNS_Number]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Leads].[Company_Name]
Data Type: string
Dimension: Company Notes
Role: Discrete Dimension
Remote Column: [Leads].[Company_Notes]
Data Type: string
Dimension: Contact Company
Role: Discrete Dimension
Remote Column: [Leads].[Contact_Company]
Data Type: string
Dimension: Country
Role: Discrete Dimension
Remote Column: [Leads].[Country]
Data Type: string
Dimension: Created At
Role: Discrete Dimension
Remote Column: [Leads].[Created_At]
Data Type: string
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Leads].[Current_Generators]
Data Type: string
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Leads].[Customer_Priority]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Leads].[DB_Company_ID]
Data Type: string
Dimension: D&B Company ID (A)
Role: Discrete Dimension
Remote Column: [Leads].[DB_Company_ID_A]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Leads].[DUNS_Number]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Leads].[Datacom_Key]
Data Type: string
Dimension: Data.com Key (A)
Role: Discrete Dimension
Remote Column: [Leads].[Datacom_Key_A]
Data Type: string
Dimension: Date of Birth
Role: Discrete Dimension
Remote Column: [Leads].[Date_of_Birth]
Data Type: string
Dimension: Do Not Call
Role: Discrete Dimension
Remote Column: [Leads].[Do_Not_Call]
Data Type: string
Dimension: Do Not Call Cause
Role: Discrete Dimension
Remote Column: [Leads].[Do_Not_Call_Cause]
Data Type: string
Dimension: Do Not Call Reason
Role: Discrete Dimension
Remote Column: [Leads].[Do_Not_Call_Reason]
Data Type: string
Dimension: Email Address
Role: Discrete Dimension
Remote Column: [Leads].[Email_Address]
Data Type: string
Dimension: Email Bounced Date
Role: Discrete Dimension
Remote Column: [Leads].[Email_Bounced_Date]
Data Type: string
Dimension: Email Bounced Reason
Role: Discrete Dimension
Remote Column: [Leads].[Email_Bounced_Reason]
Data Type: string
Dimension: Email Invalid
Role: Discrete Dimension
Remote Column: [Leads].[Email_Invalid]
Data Type: string
Dimension: Email Invalid Cause
Role: Discrete Dimension
Remote Column: [Leads].[Email_Invalid_Cause]
Data Type: string
Dimension: External Company Id
Role: Discrete Dimension
Remote Column: [Leads].[External_Company_Id]
Data Type: string
Dimension: External Sales Person Id
Role: Discrete Dimension
Remote Column: [Leads].[External_Sales_Person_Id]
Data Type: string
Dimension: Fax Number
Role: Discrete Dimension
Remote Column: [Leads].[Fax_Number]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Leads].[First_Name]
Data Type: string
Dimension: Full Name
Role: Discrete Dimension
Remote Column: [Leads].[Full_Name]
Data Type: string
Dimension: Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Geocode_Accuracy]
Data Type: string
Dimension: Id
Role: Discrete Dimension
Remote Column: [Leads].[Id]
Data Type: integer
Dimension: Inferred City
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_City]
Data Type: string
Dimension: Inferred Company
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Company]
Data Type: string
Dimension: Inferred Country
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Country]
Data Type: string
Dimension: Inferred Metropolitan Area
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Metropolitan_Area]
Data Type: string
Dimension: Inferred Phone Area Code
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Phone_Area_Code]
Data Type: string
Dimension: Inferred Postal Code
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Postal_Code]
Data Type: string
Dimension: Inferred State Region
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_State_Region]
Data Type: string
Dimension: Is Anonymous
Role: Discrete Dimension
Remote Column: [Leads].[Is_Anonymous]
Data Type: string
Dimension: Is Customer
Role: Discrete Dimension
Remote Column: [Leads].[Is_Customer]
Data Type: string
Dimension: Is Email Bounced
Role: Discrete Dimension
Remote Column: [Leads].[Is_Email_Bounced]
Data Type: string
Dimension: Is Lead
Role: Discrete Dimension
Remote Column: [Leads].[Is_Lead]
Data Type: string
Dimension: Is Partner
Role: Discrete Dimension
Remote Column: [Leads].[Is_Partner]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Leads].[Jigsaw_Company_ID]
Data Type: string
Dimension: Jigsaw Contact ID
Role: Discrete Dimension
Remote Column: [Leads].[Jigsaw_Contact_ID]
Data Type: string
Dimension: Job Title
Role: Discrete Dimension
Remote Column: [Leads].[Job_Title]
Data Type: string
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Leads].[Last_Name]
Data Type: string
Dimension: Last Referenced Date
Role: Discrete Dimension
Remote Column: [Leads].[Last_Referenced_Date]
Data Type: string
Dimension: Last Referenced Date (A)
Role: Discrete Dimension
Remote Column: [Leads].[Last_Referenced_Date_A]
Data Type: string
Dimension: Last Viewed Date
Role: Discrete Dimension
Remote Column: [Leads].[Last_Viewed_Date]
Data Type: string
Dimension: Last Viewed Date (A)
Role: Discrete Dimension
Remote Column: [Leads].[Last_Viewed_Date_A]
Data Type: string
Dimension: Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Latitude]
Data Type: string
Dimension: Lead Partition
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Partition]
Data Type: string
Dimension: Lead Person
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Person]
Data Type: string
Dimension: Lead Rating
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Rating]
Data Type: string
Dimension: Lead Revenue Cycle Model ID
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Revenue_Cycle_Model_ID]
Data Type: string
Dimension: Lead Revenue Stage ID
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Revenue_Stage_ID]
Data Type: string
Dimension: Lead Score
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Score]
Data Type: string
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Source]
Data Type: string
Dimension: Lead Status
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Status]
Data Type: string
Dimension: Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Longitude]
Data Type: string
Dimension: Mailing Address
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Address]
Data Type: string
Dimension: Mailing Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Geocode_Accuracy]
Data Type: string
Dimension: Mailing Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Latitude]
Data Type: string
Dimension: Mailing Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Longitude]
Data Type: string
Dimension: Main Phone
Role: Discrete Dimension
Remote Column: [Leads].[Main_Phone]
Data Type: string
Dimension: Marketo Social Facebook Display Name
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Display_Name]
Data Type: string
Dimension: Marketo Social Facebook Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Id]
Data Type: string
Dimension: Marketo Social Facebook Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Photo_URL]
Data Type: string
Dimension: Marketo Social Facebook Profile URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Profile_URL]
Data Type: string
Dimension: Marketo Social Facebook Reach
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Reach]
Data Type: string
Dimension: Marketo Social Facebook Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social Facebook Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Referred_Visits]
Data Type: string
Dimension: Marketo Social Gender
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Gender]
Data Type: string
Dimension: Marketo Social Last Referred Enrollment
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Last_Referred_Enrollment]
Data Type: string
Dimension: Marketo Social Last Referred Visit
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Last_Referred_Visit]
Data Type: string
Dimension: Marketo Social LinkedIn Display Name
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Display_Name]
Data Type: string
Dimension: Marketo Social LinkedIn Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Id]
Data Type: string
Dimension: Marketo Social LinkedIn Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Photo_URL]
Data Type: string
Dimension: Marketo Social LinkedIn Profile URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Profile_URL]
Data Type: string
Dimension: Marketo Social LinkedIn Reach
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Reach]
Data Type: string
Dimension: Marketo Social LinkedIn Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social LinkedIn Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Referred_Visits]
Data Type: string
Dimension: Marketo Social Syndication Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Syndication_Id]
Data Type: string
Dimension: Marketo Social Total Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Total_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social Total Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Total_Referred_Visits]
Data Type: string
Dimension: Marketo Social Twitter Display Name
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Display_Name]
Data Type: string
Dimension: Marketo Social Twitter Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Id]
Data Type: string
Dimension: Marketo Social Twitter Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Photo_URL]
Data Type: string
Dimension: Marketo Social Twitter Profile URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Profile_URL]
Data Type: string
Dimension: Marketo Social Twitter Reach
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Reach]
Data Type: string
Dimension: Marketo Social Twitter Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social Twitter Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Referred_Visits]
Data Type: string
Dimension: Middle Name
Role: Discrete Dimension
Remote Column: [Leads].[Middle_Name]
Data Type: string
Dimension: Mobile Phone Number
Role: Discrete Dimension
Remote Column: [Leads].[Mobile_Phone_Number]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Leads].[NAICS_Code]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Leads].[NAICS_Description]
Data Type: string
Dimension: Num Employees
Role: Discrete Dimension
Remote Column: [Leads].[Num_Employees]
Data Type: string
Dimension: Number of Locations
Role: Discrete Dimension
Remote Column: [Leads].[Number_of_Locations]
Data Type: string
Dimension: Number of Locations (A)
Role: Discrete Dimension
Remote Column: [Leads].[Number_of_Locations_A]
Data Type: string
Dimension: Original Referrer
Role: Discrete Dimension
Remote Column: [Leads].[Original_Referrer]
Data Type: string
Dimension: Original Search Engine
Role: Discrete Dimension
Remote Column: [Leads].[Original_Search_Engine]
Data Type: string
Dimension: Original Search Phrase
Role: Discrete Dimension
Remote Column: [Leads].[Original_Search_Phrase]
Data Type: string
Dimension: Original Source Info
Role: Discrete Dimension
Remote Column: [Leads].[Original_Source_Info]
Data Type: string
Dimension: Original Source Type
Role: Discrete Dimension
Remote Column: [Leads].[Original_Source_Type]
Data Type: string
Dimension: Other Address
Role: Discrete Dimension
Remote Column: [Leads].[Other_Address]
Data Type: string
Dimension: Other Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Other_Geocode_Accuracy]
Data Type: string
Dimension: Other Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Other_Latitude]
Data Type: string
Dimension: Other Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Other_Longitude]
Data Type: string
Dimension: Person Notes
Role: Discrete Dimension
Remote Column: [Leads].[Person_Notes]
Data Type: string
Dimension: Person Time Zone
Role: Discrete Dimension
Remote Column: [Leads].[Person_Time_Zone]
Data Type: string
Dimension: Person Type
Role: Discrete Dimension
Remote Column: [Leads].[Person_Type]
Data Type: string
Dimension: Phone Number
Role: Discrete Dimension
Remote Column: [Leads].[Phone_Number]
Data Type: string
Dimension: Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Photo_URL]
Data Type: string
Dimension: Photo URL (A)
Role: Discrete Dimension
Remote Column: [Leads].[Photo_URL_A]
Data Type: string
Dimension: Postal Code
Role: Discrete Dimension
Remote Column: [Leads].[Postal_Code]
Data Type: string
Dimension: Primary Lead Interest
Role: Discrete Dimension
Remote Column: [Leads].[Primary_Lead_Interest]
Data Type: string
Dimension: Product Interest
Role: Discrete Dimension
Remote Column: [Leads].[Product_Interest]
Data Type: string
Dimension: Registration Source Info
Role: Discrete Dimension
Remote Column: [Leads].[Registration_Source_Info]
Data Type: string
Dimension: Registration Source Type
Role: Discrete Dimension
Remote Column: [Leads].[Registration_Source_Type]
Data Type: string
Dimension: Relative Score
Role: Discrete Dimension
Remote Column: [Leads].[Relative_Score]
Data Type: string
Dimension: Relative Urgency
Role: Discrete Dimension
Remote Column: [Leads].[Relative_Urgency]
Data Type: string
Dimension: SFDC Account Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Account_Id]
Data Type: string
Dimension: SFDC Contact Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Contact_Id]
Data Type: string
Dimension: SFDC Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Id]
Data Type: string
Dimension: SFDC Lead Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Lead_Id]
Data Type: string
Dimension: SFDC Lead Owner Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Lead_Owner_Id]
Data Type: string
Dimension: SFDC Type
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Type]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Leads].[SIC_Code]
Data Type: string
Dimension: SIC Code (L)
Role: Discrete Dimension
Remote Column: [Leads].[SIC_Code_L]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Leads].[SIC_Description]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Leads].[SLA_Expiration_Date]
Data Type: string
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Leads].[SLA_Serial_Number]
Data Type: string
Dimension: Shipping Address
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Address]
Data Type: string
Dimension: Shipping Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Geocode_Accuracy]
Data Type: string
Dimension: Shipping Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Latitude]
Data Type: string
Dimension: Shipping Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Longitude]
Data Type: string
Dimension: State
Role: Discrete Dimension
Remote Column: [Leads].[State]
Data Type: string
Dimension: Unsubscribed Reason
Role: Discrete Dimension
Remote Column: [Leads].[Unsubscribed_Reason]
Data Type: string
Dimension: Updated At
Role: Discrete Dimension
Remote Column: [Leads].[Updated_At]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Leads].[Upsell_Opportunity]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Leads].[Year_Started]
Data Type: string
Dimension: サポートされていない文字列
Role: Discrete Dimension
Remote Column: [Leads].[column_131]
Data Type: string
Dimension: lucha boolean field
Role: Discrete Dimension
Remote Column: [Leads].[lucha_boolean_field]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Leads (Full Name)
Role: Discrete Dimension
Data Type: string
Formula: [Full_Name]
Measure
Leads
Measure: Site
Role: Continous Measure
Remote Column: [Leads].[Site]
Data Type: string
Aggregation: Count
Measure: Website
Role: Continous Measure
Remote Column: [Leads].[Website]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Leads].[Industry]
Data Type: string
Aggregation: Count
Measure: Salutation
Role: Continous Measure
Remote Column: [Leads].[Salutation]
Data Type: string
Aggregation: Count
Measure: Address
Role: Continous Measure
Remote Column: [Leads].[Address]
Data Type: string
Aggregation: Count
Measure: Unsubscribed
Role: Continous Measure
Remote Column: [Leads].[Unsubscribed]
Data Type: boolean
Aggregation: Count
Measure: Department
Role: Continous Measure
Remote Column: [Leads].[Department]
Data Type: string
Aggregation: Count
Measure: Cookies
Role: Continous Measure
Remote Column: [Leads].[Cookies]
Data Type: string
Aggregation: Count
Measure: Role
Role: Continous Measure
Remote Column: [Leads].[Role]
Data Type: string
Aggregation: Count
Measure: Urgency
Role: Continous Measure
Remote Column: [Leads].[Urgency]
Data Type: real
Aggregation: Sum
Measure: Priority
Role: Continous Measure
Remote Column: [Leads].[Priority]
Data Type: integer
Aggregation: Sum
Measure: Primary
Role: Continous Measure
Remote Column: [Leads].[Primary]
Data Type: string
Aggregation: Count
Measure: SLA
Role: Continous Measure
Remote Column: [Leads].[SLA]
Data Type: string
Aggregation: Count
Measure: Active
Role: Continous Measure
Remote Column: [Leads].[Active]
Data Type: string
Aggregation: Count
Measure: Level
Role: Continous Measure
Remote Column: [Leads].[Level]
Data Type: string
Aggregation: Count
Measure: Languages
Role: Continous Measure
Remote Column: [Leads].[Languages]
Data Type: string
Aggregation: Count
Measure: Tradestyle
Role: Continous Measure
Remote Column: [Leads].[Tradestyle]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Total Activity
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Click Link)])
+ COUNTD([id])
+ COUNTD([id (Activity - Visit Webpage)])
Measure: PageView
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Click Link)])
Measure: Average Activities per Lead
Role: Continous Measure
Data Type: real
Formula: [Total]
/
[Leads]
Measure: Total
Role: Continous Measure
Data Type: integer
Formula: CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "2" THEN [Web Visit]
WHEN "3" THEN [Form Submit]
WHEN "4" THEN [PageView]
END
Measure: Leads
Role: Discrete Measure
Data Type: integer
Formula: CASE [Parameters].[Parameter 1]
WHEN "1" THEN
COUNTD(IF not ISNULL([id (Activity - Click Link)]) OR
not ISNULL([id]) OR
not ISNULL([id (Activity - Visit Webpage)])
THEN [Id]
END)
WHEN "2" THEN
COUNTD(IF not ISNULL([id (Activity - Visit Webpage)])
THEN [Id]
END)
WHEN "3" THEN
COUNTD(IF not ISNULL([id])
THEN [Id]
END)
WHEN "4" THEN
COUNTD(IF not ISNULL([id (Activity - Click Link)])
THEN [Id]
END)
END
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Form Submit (Mobile)
Role: Continous Measure
Data Type: integer
Formula: IIF([Parameters].[Parameter 1]="3" OR [Parameters].[Parameter 1]="1", [Total Web Visit (copy)], 0)
Measure: % Form Submit
Role: Continous Measure
Data Type: real
Formula: [Form Submit]
/
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "3" THEN [Form Submit]
ELSE 0
END
Measure: % PageView
Role: Continous Measure
Data Type: real
Formula: [PageView]
/
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "4" THEN [PageView]
ELSE 0
END
Measure: Web Visit
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Visit Webpage)])
Measure: % Web Visit
Role: Continous Measure
Data Type: real
Formula: [Web Visit]
/
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "2" THEN [Web Visit]
ELSE 0
END
Measure: Form Submit
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id])
Measure: Page View (Mobile)
Role: Continous Measure
Data Type: integer
Formula: IIF([Parameters].[Parameter 1]="4" OR [Parameters].[Parameter 1]="1", [PageView], 0)
Measure: Web Visit (Mobile)
Role: Continous Measure
Data Type: integer
Formula: IIF([Parameters].[Parameter 1]="2" OR [Parameters].[Parameter 1]="1", [Total PageView (copy)], 0)
Parameter
Calculated/Other
Measure: Activity Type
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Web Engagement
Worksheets
Worksheet: Summary
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Average Activities per Lead]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Id]
[Industry]
[Leads]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Id]
[Leads].[Industry]
Worksheet: Summary (2)
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Average Activities per Lead]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Id]
[Industry]
[Leads]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Id]
[Leads].[Industry]
Worksheet: Accounts
Datasources: Engagement
Parameters
Used Dimensions & Measures: [% Form Submit]
[% PageView]
[% Web Visit]
[Activity Type]
[Company Name]
[Form Submit]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Industry]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Industry]
Worksheet: Contacts
Datasources: Engagement
Parameters
Used Dimensions & Measures: [% Form Submit]
[% PageView]
[% Web Visit]
[Activity Type]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Industry]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Timeline Web Visit
Datasources: Engagement
Used Dimensions & Measures: [Activity Date (Activity - Visit Webpage)]
[Company Name]
[Full Name]
[Id (Activity - Visit Webpage)]
[Industry]
[Web Visit]
Used Remote Columns: [Activity - Visit Webpage].[Activity_Date]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Timeline Form Submit
Datasources: Engagement
Used Dimensions & Measures: [Activity Date]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Fill Out Form)]
[Industry]
Used Remote Columns: [Activity - Fill Out Form].[Activity_Date]
[Activity - Fill Out Form].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Timeline Click
Datasources: Engagement
Used Dimensions & Measures: [Activity Date (Activity - Click Link)]
[Company Name]
[Full Name]
[Id (Activity - Click Link)]
[Industry]
[PageView]
Used Remote Columns: [Activity - Click Link].[Activity_Date]
[Activity - Click Link].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Mobile - Accounts
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Company Name]
[Form Submit (Mobile)]
[Form Submit]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Page View (Mobile)]
[PageView]
[Total Activity]
[Total]
[Web Visit (Mobile)]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
Worksheet: Mobile - Leads
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Company Name]
[Form Submit (Mobile)]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Leads (Full Name)]
[Page View (Mobile)]
[PageView]
[Total Activity]
[Total]
[Web Visit (Mobile)]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
Dashboard Objects:
Filter: [Engagement].[Company_Name]
Filter: [Engagement].[Industry]
Text: <Sheet Name>
Text: Æ
Text: Company Name
Text: Total Activity
Text: % Activity by Type
Text: Æ
Text: Lead
Text: Company Name
Text: Total Activity
Text: % Activity by Type
Worksheets
Worksheet: Accounts
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: % Form Submit
Continous Measure: % PageView
Continous Measure: Web Visit
Continous Measure: % Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Automatic
Tooltip: <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Total]
Type: Automatic
Tooltip: <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Multiple Values]
Type: Automatic
Tooltip: <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
View
Rows: [Engagement].[Company_Name]
Columns: [Engagement].[Total]
[Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Industry]
[Engagement].[Total Activity]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total Activity]
[Engagement].[Industry]
Styles
Style: axis
[Engagement].[Total]
auto-subtitle: true
[Engagement].[Multiple Values]
auto-subtitle: true
Style: cell
[Engagement].[Company_Name]
height: 27
[Engagement].[Total Web Visit (copy 2)]
text-format: p0.0%
[Engagement].[Total PageView (copy 2)]
text-format: p0.0%
[Engagement].[Total Form Submit (copy)]
text-format: p0.0%
Style: header
[Engagement].[Company_Name]
width: 231
Other
height-header: 10
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Style: legend
[Engagement].[Measure Names()]
col-width: 140
Other
font-size: 8
Style: legend-title
Other
font-family: Tableau Regular
font-size: 8
Worksheet: Contacts
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: % Form Submit
Continous Measure: % PageView
Continous Measure: Web Visit
Continous Measure: % Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Automatic
Tooltip: <[Engagement].[ATTR(Full_Name)]> | <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Total]
Type: Automatic
Tooltip: <[Engagement].[ATTR(Full_Name)]> | <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Multiple Values]
Type: Automatic
Tooltip: <[Engagement].[ATTR(Full_Name)]> | <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
View
Rows: [Engagement].[Full_Name]
[Engagement].[Company_Name]
Columns: [Engagement].[Total]
[Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Total Activity]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total Activity]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Action (Company Name)]
Styles
Style: axis
[Engagement].[Total]
auto-subtitle: true
[Engagement].[Multiple Values]
auto-subtitle: true
Style: cell
[Engagement].[Company_Name]
height: 29
[Engagement].[Total Web Visit (copy 2)]
text-format: p0.0%
[Engagement].[Total PageView (copy 2)]
text-format: p0.0%
[Engagement].[Total Form Submit (copy)]
text-format: p0.0%
Style: header
[Engagement].[Company_Name]
width: 224
Other
height-header: 10
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Style: quick-filter
Other
font-family: Tableau Light
font-size: 8
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Regular
Worksheet: Mobile - Accounts
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: Form Submit (Mobile)
Continous Measure: Web Visit
Continous Measure: Form Submit
Continous Measure: Page View (Mobile)
Continous Measure: Web Visit (Mobile)
Marks
Mark: All
Type: Bar
View
Rows: [Engagement].[Company_Name]
Columns: [Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Total]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total]
Styles
Style: axis
[Engagement].[Multiple Values]
display: false
Style: cell
[Engagement].[Company_Name]
height: 27
[Engagement].[Measure Names()]
width: 66
Style: header
[Engagement].[Company_Name]
width: 136
[Engagement].[Measure Names()]
height: 44
Other
height-header: 10
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
refline1
fill-above: #00000000
fill-below: #00000000
line-visibility: off
text-align: right
vertical-align: center
background-color: #ffffff00
font-family: Tableau Bold
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Worksheet: Mobile - Leads
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Leads (Full Name)
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: Form Submit (Mobile)
Continous Measure: Web Visit
Continous Measure: Form Submit
Continous Measure: Page View (Mobile)
Continous Measure: Web Visit (Mobile)
Marks
Mark: All
Type: Bar
View
Rows: [Engagement].[Leads (Full Name)]
Columns: [Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Total]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total]
[Engagement].[Action (Company Name)]
Styles
Style: axis
[Engagement].[Multiple Values]
display: false
Style: cell
[Engagement].[Measure Names()]
width: 66
[Engagement].[Leads (Full Name)]
height: 27
Style: header
[Engagement].[Measure Names()]
height: 44
[Engagement].[Leads (Full Name)]
width: 136
Style: field-labels
Other
font-family: Tableau Bold
background-color: #f5f5f5
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
refline1
fill-above: #00000000
fill-below: #00000000
line-visibility: off
text-align: right
vertical-align: center
background-color: #ffffff00
font-family: Tableau Bold
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Id
Remote Column: [Leads].[Id]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Average Activities per Lead
Continous Measure: Total
Discrete Measure: Leads
Continous Measure: Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Text
Label: <[Engagement].[Multiple Values]>
Tooltip: <[Engagement].[Measure Names()]>: <[Engagement].[Multiple Values]>
View
Columns: [Engagement].[Measure Names()]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: header
[Engagement].[Measure Names()]
height: 26
background-color: #f2f2f3
Style: label
[Engagement].[Measure Names()]
font-family: Tableau Regular
Style: table-div
rows
stroke-size: 5
stroke-color: #ffffff
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #ffffff
div-level: 1
Style: quick-filter
Other
font-family: Tableau Light
font-size: 8
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Regular
color: #333333
Worksheet: Summary (2)
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Id
Remote Column: [Leads].[Id]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Average Activities per Lead
Continous Measure: Total
Discrete Measure: Leads
Continous Measure: Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Text
Label: <[Engagement].[Multiple Values]>
Tooltip: <[Engagement].[Measure Names()]>: <[Engagement].[Multiple Values]>
View
Columns: [Engagement].[Measure Names()]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: header
[Engagement].[Measure Names()]
height: 26
background-color: #f2f2f3
Style: label
[Engagement].[Measure Names()]
font-family: Tableau Regular
Style: table-div
rows
stroke-size: 5
stroke-color: #ffffff
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #ffffff
div-level: 1
Style: quick-filter
Other
font-family: Tableau Light
font-size: 8
Style: quick-filter-title
Other
font-family: Tableau Light
font-size: 8
Worksheet: Timeline Click
Visible: No
Used Datasources
Datasource: Engagement
Discrete Dimension: Activity Date (Activity - Click Link)
Remote Column: [Activity - Click Link].[Activity_Date]
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Continous Measure: PageView
Marks
Mark: All
Type: Bar
Tooltip: <[Engagement].[HOUR(Activity_Date (Activity - Click Link))]>
PageView: <[Engagement].[PageView]>
View
Rows: [Engagement].[PageView]
Columns: [Engagement].[HOUR(Activity_Date (Activity - Click Link))]
Filters: [Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Slices: [Engagement].[Industry]
[Engagement].[Company_Name]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: axis
[Engagement].[PageView]
auto-subtitle: true
[Engagement].[HOUR(Activity_Date (Activity - Click Link))]
auto-subtitle: true
Other
stroke-size: 3
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
font-weight: normal
color: #666666
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #e15759
font-family: Tableau Bold
font-size: 6
color: #e15759
text-format: n#,##0;-#,##0
Worksheet: Timeline Form Submit
Visible: No
Used Datasources
Datasource: Engagement
Discrete Dimension: Activity Date
Remote Column: [Activity - Fill Out Form].[Activity_Date]
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Form Submit
Marks
Mark: All
Type: Bar
Tooltip: <[Engagement].[HOUR(Activity_Date)]>
Form Submit: <[Engagement].[Total Web Visit (copy)]>
View
Rows: [Engagement].[Total Web Visit (copy)]
Columns: [Engagement].[HOUR(Activity_Date)]
Filters: [Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Slices: [Engagement].[Industry]
[Engagement].[Company_Name]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: axis
[Engagement].[Total Web Visit (copy)]
auto-subtitle: true
[Engagement].[HOUR(Activity_Date)]
auto-subtitle: true
Other
stroke-size: 3
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
font-weight: normal
color: #666666
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #e15759
font-family: Tableau Bold
font-size: 6
color: #e15759
text-format: n#,##0;-#,##0
Worksheet: Timeline Web Visit
Visible: No
Used Datasources
Datasource: Engagement
Discrete Dimension: Activity Date (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[Activity_Date]
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Continous Measure: Web Visit
Marks
Mark: All
Type: Bar
Tooltip: <[Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]>
Web Visit(s): <[Engagement].[Total PageView (copy)]>
View
Rows: [Engagement].[Total PageView (copy)]
Columns: [Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]
Filters: [Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Slices: [Engagement].[Industry]
[Engagement].[Company_Name]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: axis
[Engagement].[Total PageView (copy)]
auto-subtitle: true
[Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]
auto-subtitle: true
Other
stroke-size: 3
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: label
[Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]
font-size: 8
font-weight: normal
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
font-weight: normal
color: #666666
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #e15759
font-family: Tableau Bold
font-size: 6
color: #e15759
text-format: n#,##0;-#,##0
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Oracle Account Engagement |
| Matches | 4 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Oracle Eloqua
Connection
Data Sources
Data Source: Oracle Eloqua
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:oracle-eloqua
connectionData: {"connectorName":"Oracle Eloqua","location":{"protocol":"https:","hostname":"connectors.tableau.com","port":"443","host":"https://connectors.tableau.com:443"},"apiUrl":"https://secure.eloqua.com/API/REST","apiScheme":"https","apiDomain":"eloqua.com","oAuth":{"requestTousernameUrl":"--","callbackUrl":"https://connectors.tableau.com:443/oracle/eloqua/1/eloqua.html","authorizationFlowUrl":"https://login.eloqua.com/auth/oauth2/authorize","getAccessTousernameUrl":"https://login.eloqua.com/auth/oauth2/tousername"},"userFilters":{"dateRange":30},"pagination":{"invoicePageSize":10},"selectedCompanyName":"","selectedEntity":"","selectedFilter":"dateRange","baseUrl":"https://secure.p01.eloqua.com","authMode":"Basic","basicAuthUsername":"","basicAuthCompany":""}
connectionName: Eloqua
filename: eloqua.html
path: /oracle/eloqua/1/
port: 443
server: connectors.tableau.com
username: {"user":"","technologyPartner":""}
workgroup-auth-mode: prompt
Tables
Table: Activities - All
Database Object: [activitiesAll]
Connection: Oracle Eloqua
Table: Contacts
Database Object: [contacts]
Connection: Oracle Eloqua
Dimension
Activities - All
Dimension: Activity Date
Role: Discrete Dimension
Remote Column: [Activities - All].[ActivityDate]
Data Type: datetime
Dimension: Activity Id
Role: Discrete Dimension
Remote Column: [Activities - All].[ActivityId]
Data Type: integer
Dimension: Activity Type
Role: Discrete Dimension
Remote Column: [Activities - All].[ActivityType]
Data Type: string
Dimension: Asset Id
Role: Discrete Dimension
Remote Column: [Activities - All].[AssetId]
Data Type: integer
Dimension: Asset Name
Role: Discrete Dimension
Remote Column: [Activities - All].[AssetName]
Data Type: string
Dimension: Asset Type
Role: Discrete Dimension
Remote Column: [Activities - All].[AssetType]
Data Type: string
Dimension: Campaign Id
Role: Discrete Dimension
Remote Column: [Activities - All].[CampaignId]
Data Type: integer
Dimension: Contact Id
Role: Discrete Dimension
Remote Column: [Activities - All].[ContactId]
Data Type: integer
Dimension: Deployment Id
Role: Discrete Dimension
Remote Column: [Activities - All].[DeploymentId]
Data Type: string
Dimension: Duration
Role: Discrete Dimension
Remote Column: [Activities - All].[Duration]
Data Type: string
Dimension: Email Address
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailAddress]
Data Type: string
Dimension: Email Clicked Thru Link
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailClickedThruLink]
Data Type: string
Dimension: Email Recipient Id
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailRecipientId]
Data Type: string
Dimension: Email Send Type
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailSendType]
Data Type: string
Dimension: Email Web Link
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailWebLink]
Data Type: string
Dimension: External Id
Role: Discrete Dimension
Remote Column: [Activities - All].[ExternalId]
Data Type: string
Dimension: First Page View Url
Role: Discrete Dimension
Remote Column: [Activities - All].[FirstPageViewUrl]
Data Type: string
Dimension: Ip Address
Role: Discrete Dimension
Remote Column: [Activities - All].[IpAddress]
Data Type: string
Dimension: Is Web Tracking Opted In
Role: Discrete Dimension
Remote Column: [Activities - All].[IsWebTrackingOptedIn]
Data Type: string
Dimension: Raw Data
Role: Discrete Dimension
Remote Column: [Activities - All].[RawData]
Data Type: string
Dimension: Referrer Url
Role: Discrete Dimension
Remote Column: [Activities - All].[ReferrerUrl]
Data Type: string
Dimension: Subject Line
Role: Discrete Dimension
Remote Column: [Activities - All].[SubjectLine]
Data Type: string
Dimension: Url
Role: Discrete Dimension
Remote Column: [Activities - All].[Url]
Data Type: string
Dimension: Visitor External Id
Role: Discrete Dimension
Remote Column: [Activities - All].[VisitorExternalId]
Data Type: string
Dimension: Visitor Id
Role: Discrete Dimension
Remote Column: [Activities - All].[VisitorId]
Data Type: integer
Dimension: Web Visit Id
Role: Discrete Dimension
Remote Column: [Activities - All].[WebVisitId]
Data Type: integer
Contacts
Dimension: AWS AccountID
Role: Discrete Dimension
Remote Column: [Contacts].[AWS_AccountID]
Data Type: string
Dimension: Account Contact Role
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Contact_Role]
Data Type: string
Dimension: Account Owner
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Owner]
Data Type: string
Dimension: Account Partner Agreement Status
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Partner_Agreement_Status]
Data Type: string
Dimension: Account Partner Program Type
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Partner_Program_Type]
Data Type: string
Dimension: Account Password
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Password]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Type]
Data Type: string
Dimension: Account User Name
Role: Discrete Dimension
Remote Column: [Contacts].[Account_User_Name]
Data Type: string
Dimension: Address 1
Role: Discrete Dimension
Remote Column: [Contacts].[Address_1]
Data Type: string
Dimension: Address 2
Role: Discrete Dimension
Remote Column: [Contacts].[Address_2]
Data Type: string
Dimension: Address 3
Role: Discrete Dimension
Remote Column: [Contacts].[Address_3]
Data Type: string
Dimension: Adused
Role: Discrete Dimension
Remote Column: [Contacts].[Adused]
Data Type: string
Dimension: Analysis Software Used
Role: Discrete Dimension
Remote Column: [Contacts].[Analysis_Software_Used]
Data Type: string
Dimension: Analysis Types
Role: Discrete Dimension
Remote Column: [Contacts].[Analysis_Types]
Data Type: string
Dimension: Annual Revenue
Role: Discrete Dimension
Remote Column: [Contacts].[Annual_Revenue]
Data Type: string
Dimension: Appointment
Role: Discrete Dimension
Remote Column: [Contacts].[Appointment]
Data Type: string
Dimension: Area Of Interest
Role: Discrete Dimension
Remote Column: [Contacts].[Area_Of_Interest]
Data Type: string
Dimension: Asset
Role: Discrete Dimension
Remote Column: [Contacts].[Asset]
Data Type: string
Dimension: Author Profiles - URL
Role: Discrete Dimension
Remote Column: [Contacts].[Author_Profiles__URL]
Data Type: string
Dimension: Authorized User Check on Contact
Role: Discrete Dimension
Remote Column: [Contacts].[Authorized_User_Check_on_Contact]
Data Type: string
Dimension: Bizo ID
Role: Discrete Dimension
Remote Column: [Contacts].[Bizo_ID]
Data Type: string
Dimension: BrightTALK User ID
Role: Discrete Dimension
Remote Column: [Contacts].[BrightTALK_User_ID]
Data Type: string
Dimension: Browser Language - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Browser_Language__Most_Recent]
Data Type: string
Dimension: Business Phone
Role: Discrete Dimension
Remote Column: [Contacts].[Business_Phone]
Data Type: string
Dimension: Buy Registration Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Buy_Registration_Date__Most_Recent]
Data Type: string
Dimension: Buying Horizon
Role: Discrete Dimension
Remote Column: [Contacts].[Buying_Horizon]
Data Type: string
Dimension: CIBC - Trial Portal - TPEP - 2015-02-18
Role: Discrete Dimension
Remote Column: [Contacts].[CIBC__Trial_Portal__TPEP__20150218]
Data Type: string
Dimension: Campaign ID - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Campaign_ID__Most_Recent]
Data Type: string
Dimension: Campaign ID - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Campaign_ID__Original]
Data Type: string
Dimension: Channel Manager
Role: Discrete Dimension
Remote Column: [Contacts].[Channel_Manager]
Data Type: string
Dimension: Channel Manager Email
Role: Discrete Dimension
Remote Column: [Contacts].[Channel_Manager_Email]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Contacts].[City]
Data Type: string
Dimension: Comment 1
Role: Discrete Dimension
Remote Column: [Contacts].[Comment_1]
Data Type: string
Dimension: Comment 2
Role: Discrete Dimension
Remote Column: [Contacts].[Comment_2]
Data Type: string
Dimension: Comment 3
Role: Discrete Dimension
Remote Column: [Contacts].[Comment_3]
Data Type: string
Dimension: Comment - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Comment__Most_Recent]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Contacts].[Company]
Data Type: string
Dimension: Company Revenue
Role: Discrete Dimension
Remote Column: [Contacts].[Company_Revenue]
Data Type: string
Dimension: Company Size
Role: Discrete Dimension
Remote Column: [Contacts].[Company_Size]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[ContactID]
Data Type: integer
Dimension: Contact Owner ID
Role: Discrete Dimension
Remote Column: [Contacts].[Contact_Owner_ID]
Data Type: string
Dimension: Contact Us Request Type
Role: Discrete Dimension
Remote Column: [Contacts].[Contact_Us_Request_Type]
Data Type: string
Dimension: Contacting Date
Role: Discrete Dimension
Remote Column: [Contacts].[Contacting_Date]
Data Type: datetime
Dimension: Country
Role: Discrete Dimension
Remote Column: [Contacts].[Country]
Data Type: string
Dimension: Create Lead Hold
Role: Discrete Dimension
Remote Column: [Contacts].[Create_Lead_Hold]
Data Type: string
Dimension: Customer
Role: Discrete Dimension
Remote Column: [Contacts].[Customer]
Data Type: string
Dimension: Customer Date
Role: Discrete Dimension
Remote Column: [Contacts].[Customer_Date]
Data Type: datetime
Dimension: D&B Annual Sales Indicator
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Annual_Sales_Indicator]
Data Type: string
Dimension: D&B Business Structure
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Business_Structure]
Data Type: string
Dimension: D&B CEO Name
Role: Discrete Dimension
Remote Column: [Contacts].[DB_CEO_Name]
Data Type: string
Dimension: D&B DUNS Number
Role: Discrete Dimension
Remote Column: [Contacts].[DB_DUNS_Number]
Data Type: string
Dimension: D&B Doing Business As
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Doing_Business_As]
Data Type: string
Dimension: D&B Established In
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Established_In]
Data Type: string
Dimension: D&B Industry
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Industry]
Data Type: string
Dimension: D&B SIC Code
Role: Discrete Dimension
Remote Column: [Contacts].[DB_SIC_Code]
Data Type: string
Dimension: D&B Total Employees Indicator
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Total_Employees_Indicator]
Data Type: string
Dimension: Data Geek Profile
Role: Discrete Dimension
Remote Column: [Contacts].[Data_Geek_Profile]
Data Type: string
Dimension: Date Created
Role: Discrete Dimension
Remote Column: [Contacts].[Date_Created]
Data Type: datetime
Dimension: Date Modified
Role: Discrete Dimension
Remote Column: [Contacts].[Date_Modified]
Data Type: datetime
Dimension: Deleted Contact Date
Role: Discrete Dimension
Remote Column: [Contacts].[Deleted_Contact_Date]
Data Type: datetime
Dimension: Deleted Lead Date
Role: Discrete Dimension
Remote Column: [Contacts].[Deleted_Lead_Date]
Data Type: datetime
Dimension: Department
Role: Discrete Dimension
Remote Column: [Contacts].[Department]
Data Type: string
Dimension: Dept
Role: Discrete Dimension
Remote Column: [Contacts].[Dept]
Data Type: string
Dimension: Device
Role: Discrete Dimension
Remote Column: [Contacts].[Device]
Data Type: string
Dimension: ESD Access on Contact
Role: Discrete Dimension
Remote Column: [Contacts].[ESD_Access_on_Contact]
Data Type: string
Dimension: Contact ID EXT
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Contact_ID]
Data Type: string
Dimension: Eloqua GUID
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_GUID]
Data Type: string
Dimension: Eloqua Program
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Program]
Data Type: string
Dimension: Eloqua Slice Hash
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Slice_Hash]
Data Type: string
Dimension: Eloqua Slice Modified Date
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Slice_Modified_Date]
Data Type: datetime
Dimension: Email Address
Role: Discrete Dimension
Remote Column: [Contacts].[Email_Address]
Data Type: string
Dimension: Email Address Domain
Role: Discrete Dimension
Remote Column: [Contacts].[Email_Address_Domain]
Data Type: string
Dimension: Email Display Name
Role: Discrete Dimension
Remote Column: [Contacts].[Email_Display_Name]
Data Type: string
Dimension: Evaluation Team Size
Role: Discrete Dimension
Remote Column: [Contacts].[Evaluation_Team_Size]
Data Type: string
Dimension: External Notification Email
Role: Discrete Dimension
Remote Column: [Contacts].[External_Notification_Email]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Contacts].[Fax]
Data Type: string
Dimension: First Login
Role: Discrete Dimension
Remote Column: [Contacts].[First_Login]
Data Type: datetime
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Contacts].[First_Name]
Data Type: string
Dimension: First and Last Name
Role: Discrete Dimension
Remote Column: [Contacts].[First_and_Last_Name]
Data Type: string
Dimension: Global Parent
Role: Discrete Dimension
Remote Column: [Contacts].[Global_Parent]
Data Type: string
Dimension: HAT Rating
Role: Discrete Dimension
Remote Column: [Contacts].[HAT_Rating]
Data Type: string
Dimension: High Touch?
Role: Discrete Dimension
Remote Column: [Contacts].[High_Touch]
Data Type: string
Dimension: Highest Stage
Role: Discrete Dimension
Remote Column: [Contacts].[Highest_Stage]
Data Type: string
Dimension: ID Number
Role: Discrete Dimension
Remote Column: [Contacts].[IDNumber]
Data Type: string
Dimension: Job Role
Role: Discrete Dimension
Remote Column: [Contacts].[Job_Role]
Data Type: string
Dimension: Keyword - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Keyword__Most_Recent]
Data Type: string
Dimension: Keyword - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Keyword__Original]
Data Type: string
Dimension: Known User
Role: Discrete Dimension
Remote Column: [Contacts].[Known_User]
Data Type: string
Dimension: Language Site - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Language_Site__Most_Recent]
Data Type: string
Dimension: Last Campaign
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Campaign]
Data Type: string
Dimension: Last Email Received Date
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Email_Received_Date]
Data Type: datetime
Dimension: Last Form Submission
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Form_Submission]
Data Type: datetime
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Login]
Data Type: datetime
Dimension: Last Modified by CRM System
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Modified_by_CRM_System]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Name]
Data Type: string
Dimension: Last SFDC Campaign ID
Role: Discrete Dimension
Remote Column: [Contacts].[Last_SFDC_Campaign_ID]
Data Type: string
Dimension: Last SFDC Campaign Name
Role: Discrete Dimension
Remote Column: [Contacts].[Last_SFDC_Campaign_Name]
Data Type: string
Dimension: Last SFDC Campaign Status
Role: Discrete Dimension
Remote Column: [Contacts].[Last_SFDC_Campaign_Status]
Data Type: string
Dimension: Last Visit Date and Time
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Visit_Date_and_Time]
Data Type: string
Dimension: Last Website Visit Date and Time
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Website_Visit_Date_and_Time]
Data Type: datetime
Dimension: Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_ID]
Data Type: string
Dimension: Lead Owner ID
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Owner_ID]
Data Type: string
Dimension: Lead Rating - Historical All-Time (HAT)
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Rating__Historical_AllTime_HAT]
Data Type: string
Dimension: Lead Rating - Last (SPOI)
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Rating__Last_SPOI]
Data Type: string
Dimension: Lead Record Type
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Record_Type]
Data Type: string
Dimension: Lead Score (Contacts)
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Score_247]
Data Type: string
Dimension: Lead Score Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Score_Date__Most_Recent]
Data Type: datetime
Dimension: Lead Source Detail - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source_Detail__Most_Recent]
Data Type: string
Dimension: Lead Source Detail - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source_Detail__Original]
Data Type: string
Dimension: Lead Source - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source__Most_Recent]
Data Type: string
Dimension: Lead Source - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source__Original]
Data Type: string
Dimension: Lead Stage
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Stage]
Data Type: string
Dimension: Lead Status
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Status]
Data Type: string
Dimension: Lead Type
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Type]
Data Type: string
Dimension: License Key Offline Activation
Role: Discrete Dimension
Remote Column: [Contacts].[License_Key_Offline_Activation]
Data Type: string
Dimension: MD5 Hashed Business Phone
Role: Discrete Dimension
Remote Column: [Contacts].[MD5_Hashed_Business_Phone]
Data Type: string
Dimension: MD5 Hashed Email Address
Role: Discrete Dimension
Remote Column: [Contacts].[MD5_Hashed_Email_Address]
Data Type: string
Dimension: MD5 Hashed Mobile Phone
Role: Discrete Dimension
Remote Column: [Contacts].[MD5_Hashed_Mobile_Phone]
Data Type: string
Dimension: MSCRM Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[MSCRM_Contact_ID]
Data Type: string
Dimension: MSCRM Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[MSCRM_Lead_ID]
Data Type: string
Dimension: MSLA on File
Role: Discrete Dimension
Remote Column: [Contacts].[MSLA_on_File]
Data Type: string
Dimension: MS CRM Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[MS_CRM_Account_ID]
Data Type: string
Dimension: Marketing Opt Out - For Harvested Names
Role: Discrete Dimension
Remote Column: [Contacts].[Marketing_Opt_Out__For_Harvested_Names]
Data Type: string
Dimension: Master Asset - temp
Role: Discrete Dimension
Remote Column: [Contacts].[Master_Asset__temp]
Data Type: string
Dimension: Microsoft Custom URL
Role: Discrete Dimension
Remote Column: [Contacts].[Microsoft_Custom_URL]
Data Type: string
Dimension: Mobile Phone
Role: Discrete Dimension
Remote Column: [Contacts].[Mobile_Phone]
Data Type: string
Dimension: NNC
Role: Discrete Dimension
Remote Column: [Contacts].[NNC]
Data Type: string
Dimension: Name Analyzer - Gender Results
Role: Discrete Dimension
Remote Column: [Contacts].[Name_Analyzer__Gender_Results]
Data Type: string
Dimension: Name Analyzer - Validation Results
Role: Discrete Dimension
Remote Column: [Contacts].[Name_Analyzer__Validation_Results]
Data Type: string
Dimension: NetSuite Company ID
Role: Discrete Dimension
Remote Column: [Contacts].[NetSuite_Company_ID]
Data Type: string
Dimension: NetSuite Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[NetSuite_Contact_ID]
Data Type: string
Dimension: NetSuite Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[NetSuite_Lead_ID]
Data Type: string
Dimension: No Promo
Role: Discrete Dimension
Remote Column: [Contacts].[No_Promo]
Data Type: string
Dimension: Nurture Track
Role: Discrete Dimension
Remote Column: [Contacts].[Nurture_Track]
Data Type: string
Dimension: Online Trial Exp Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Online_Trial_Exp_Date__Most_Recent]
Data Type: datetime
Dimension: Online Trial Start Date
Role: Discrete Dimension
Remote Column: [Contacts].[Online_Trial_Start_Date]
Data Type: datetime
Dimension: Opt-In
Role: Discrete Dimension
Remote Column: [Contacts].[OptIn]
Data Type: string
Dimension: Opt-in Date
Role: Discrete Dimension
Remote Column: [Contacts].[Optin_Date]
Data Type: datetime
Dimension: Owner
Role: Discrete Dimension
Remote Column: [Contacts].[Owner]
Data Type: string
Dimension: PURL Name (Try)
Role: Discrete Dimension
Remote Column: [Contacts].[PURL_Name_Try]
Data Type: string
Dimension: Parent Account
Role: Discrete Dimension
Remote Column: [Contacts].[Parent_Account]
Data Type: string
Dimension: Partner Agreement on File
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_Agreement_on_File]
Data Type: string
Dimension: Partner Point of Contact
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_Point_of_Contact]
Data Type: string
Dimension: Partner Program Type
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_Program_Type]
Data Type: string
Dimension: Partner TSI Birthday
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_TSI_Birthday]
Data Type: datetime
Dimension: Permission Date
Role: Discrete Dimension
Remote Column: [Contacts].[Permission_Date]
Data Type: datetime
Dimension: Permission Medium
Role: Discrete Dimension
Remote Column: [Contacts].[Permission_Medium]
Data Type: string
Dimension: Permission Source
Role: Discrete Dimension
Remote Column: [Contacts].[Permission_Source]
Data Type: string
Dimension: Platform
Role: Discrete Dimension
Remote Column: [Contacts].[Platform]
Data Type: string
Dimension: Preferred Language
Role: Discrete Dimension
Remote Column: [Contacts].[Preferred_Language]
Data Type: string
Dimension: Primed Date
Role: Discrete Dimension
Remote Column: [Contacts].[Primed_Date]
Data Type: datetime
Dimension: ProServ Opportunty ID
Role: Discrete Dimension
Remote Column: [Contacts].[ProServ_Opportunty_ID]
Data Type: string
Dimension: Processing Control
Role: Discrete Dimension
Remote Column: [Contacts].[Processing_Control]
Data Type: string
Dimension: Qualifying Date
Role: Discrete Dimension
Remote Column: [Contacts].[Qualifying_Date]
Data Type: datetime
Dimension: RBC - Trial Portal - TPEP - 2015-02-18
Role: Discrete Dimension
Remote Column: [Contacts].[RBC__Trial_Portal__TPEP__20150218]
Data Type: string
Dimension: Reason Primed - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Reason_Primed__Most_Recent]
Data Type: string
Dimension: Record Type
Role: Discrete Dimension
Remote Column: [Contacts].[Record_Type]
Data Type: string
Dimension: Referring Website
Role: Discrete Dimension
Remote Column: [Contacts].[Referring_Website]
Data Type: string
Dimension: Referr's Name
Role: Discrete Dimension
Remote Column: [Contacts].[Referrs_Name]
Data Type: string
Dimension: Remarket Date
Role: Discrete Dimension
Remote Column: [Contacts].[Remarket_Date]
Data Type: datetime
Dimension: Remarket Details
Role: Discrete Dimension
Remote Column: [Contacts].[Remarket_Details]
Data Type: string
Dimension: SFDC Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCAccountID]
Data Type: string
Dimension: SFDC Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCContactID]
Data Type: string
Dimension: SFDC Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCLeadID]
Data Type: string
Dimension: SFDC Territory ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCTerritoryID]
Data Type: string
Dimension: SFDC Date Created
Role: Discrete Dimension
Remote Column: [Contacts].[SFDC_Date_Created]
Data Type: datetime
Dimension: SFDC EmailOptOut
Role: Discrete Dimension
Remote Column: [Contacts].[SFDC_EmailOptOut]
Data Type: string
Dimension: SFDC Lead Rating
Role: Discrete Dimension
Remote Column: [Contacts].[SFDC_Lead_Rating]
Data Type: string
Dimension: SHA256 Hashed Business Phone
Role: Discrete Dimension
Remote Column: [Contacts].[SHA256_Hashed_Business_Phone]
Data Type: string
Dimension: SHA256 Hashed Email Address
Role: Discrete Dimension
Remote Column: [Contacts].[SHA256_Hashed_Email_Address]
Data Type: string
Dimension: SHA256 Hashed Mobile Phone
Role: Discrete Dimension
Remote Column: [Contacts].[SHA256_Hashed_Mobile_Phone]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Contacts].[SIC_Code]
Data Type: string
Dimension: SalesLogix Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesLogix_Account_ID]
Data Type: string
Dimension: SalesLogix Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesLogix_Contact_ID]
Data Type: string
Dimension: Salesnet Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesnetAccountID]
Data Type: string
Dimension: Salesnet Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesnetContactID]
Data Type: string
Dimension: Salesnet OwnerID
Role: Discrete Dimension
Remote Column: [Contacts].[Salesnet_OwnerID]
Data Type: string
Dimension: Salesperson
Role: Discrete Dimension
Remote Column: [Contacts].[Salesperson]
Data Type: string
Dimension: Salesperson Email
Role: Discrete Dimension
Remote Column: [Contacts].[Salesperson_Email]
Data Type: string
Dimension: Salutation
Role: Discrete Dimension
Remote Column: [Contacts].[Salutation]
Data Type: string
Dimension: Sensitivity
Role: Discrete Dimension
Remote Column: [Contacts].[Sensitivity]
Data Type: string
Dimension: Server Trial End Date
Role: Discrete Dimension
Remote Column: [Contacts].[Server_Trial_End_Date]
Data Type: datetime
Dimension: Server Trial Type
Role: Discrete Dimension
Remote Column: [Contacts].[Server_Trial_Type]
Data Type: string
Dimension: Session
Role: Discrete Dimension
Remote Column: [Contacts].[Session]
Data Type: string
Dimension: SheerID Manual Verification
Role: Discrete Dimension
Remote Column: [Contacts].[SheerID_Manual_Verification]
Data Type: string
Dimension: Siebel OnDemand Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[Siebel_OnDemand_Account_ID]
Data Type: string
Dimension: Siebel OnDemand Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[Siebel_OnDemand_Contact_ID]
Data Type: string
Dimension: Siebel OnDemand Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[Siebel_OnDemand_Lead_ID]
Data Type: string
Dimension: Slice Last Modified Date
Role: Discrete Dimension
Remote Column: [Contacts].[Slice_Last_Modified_Date]
Data Type: datetime
Dimension: Slice Prime Exclude
Role: Discrete Dimension
Remote Column: [Contacts].[Slice_Prime_Exclude]
Data Type: string
Dimension: Standard Form
Role: Discrete Dimension
Remote Column: [Contacts].[Standard_Form]
Data Type: string
Dimension: State or Province
Role: Discrete Dimension
Remote Column: [Contacts].[State_or_Province]
Data Type: string
Dimension: StrikeIron Country
Role: Discrete Dimension
Remote Column: [Contacts].[StrikeIron_Country]
Data Type: string
Dimension: Student Verification
Role: Discrete Dimension
Remote Column: [Contacts].[Student_Verification]
Data Type: string
Dimension: Student Verification ID
Role: Discrete Dimension
Remote Column: [Contacts].[Student_Verification_ID]
Data Type: string
Dimension: Student Verification Status
Role: Discrete Dimension
Remote Column: [Contacts].[Student_Verification_Status]
Data Type: string
Dimension: Subscription Page Link
Role: Discrete Dimension
Remote Column: [Contacts].[Subscription_Page_Link]
Data Type: string
Dimension: TAC
Role: Discrete Dimension
Remote Column: [Contacts].[TAC]
Data Type: string
Dimension: TAE
Role: Discrete Dimension
Remote Column: [Contacts].[TAE]
Data Type: string
Dimension: TC14 Confirmation Code - Attendees
Role: Discrete Dimension
Remote Column: [Contacts].[TC14_Confirmation_Code__Attendees]
Data Type: string
Dimension: TFT Course Expiration
Role: Discrete Dimension
Remote Column: [Contacts].[TFT_Course_Expiration]
Data Type: datetime
Dimension: TQL Date
Role: Discrete Dimension
Remote Column: [Contacts].[TQL_Date]
Data Type: datetime
Dimension: T-Shirt Size
Role: Discrete Dimension
Remote Column: [Contacts].[TShirt_Size]
Data Type: string
Dimension: Teleteam Date
Role: Discrete Dimension
Remote Column: [Contacts].[Teleteam_Date]
Data Type: datetime
Dimension: Territory
Role: Discrete Dimension
Remote Column: [Contacts].[Territory]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Contacts].[Title]
Data Type: string
Dimension: Total Pages
Role: Discrete Dimension
Remote Column: [Contacts].[Total_Pages]
Data Type: string
Dimension: Total Visits
Role: Discrete Dimension
Remote Column: [Contacts].[Total_Visits]
Data Type: string
Dimension: Trial Exp Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Exp_Date__Most_Recent]
Data Type: datetime
Dimension: Trial Product - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Product__Most_Recent]
Data Type: string
Dimension: Trial Request
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Request]
Data Type: string
Dimension: Trial Start Date
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Start_Date]
Data Type: datetime
Dimension: Viz ID
Role: Discrete Dimension
Remote Column: [Contacts].[Viz_ID]
Data Type: string
Dimension: Webinar ID
Role: Discrete Dimension
Remote Column: [Contacts].[Webinar_ID]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Contacts].[Website]
Data Type: string
Dimension: Why Remarket?
Role: Discrete Dimension
Remote Column: [Contacts].[Why_Remarket]
Data Type: string
Dimension: Zip or Postal Code
Role: Discrete Dimension
Remote Column: [Contacts].[Zip_or_Postal_Code]
Data Type: string
Dimension: Adgroup
Role: Discrete Dimension
Remote Column: [Contacts].[adgroup]
Data Type: string
Dimension: Db Country
Role: Discrete Dimension
Remote Column: [Contacts].[db_country]
Data Type: string
Dimension: Db Industry
Role: Discrete Dimension
Remote Column: [Contacts].[db_industry]
Data Type: string
Dimension: Db Sic
Role: Discrete Dimension
Remote Column: [Contacts].[db_sic]
Data Type: string
Dimension: Db State
Role: Discrete Dimension
Remote Column: [Contacts].[db_state]
Data Type: string
Dimension: Db Sub Industry
Role: Discrete Dimension
Remote Column: [Contacts].[db_sub_industry]
Data Type: string
Dimension: Db Title
Role: Discrete Dimension
Remote Column: [Contacts].[db_title]
Data Type: string
Dimension: Db Web Site
Role: Discrete Dimension
Remote Column: [Contacts].[db_web_site]
Data Type: string
Dimension: Db Zip
Role: Discrete Dimension
Remote Column: [Contacts].[db_zip]
Data Type: string
Dimension: Distribution
Role: Discrete Dimension
Remote Column: [Contacts].[distribution]
Data Type: string
Dimension: Email Notification
Role: Discrete Dimension
Remote Column: [Contacts].[email_notification]
Data Type: string
Dimension: Job Level
Role: Discrete Dimension
Remote Column: [Contacts].[job_level]
Data Type: string
Dimension: Referring Keyword
Role: Discrete Dimension
Remote Column: [Contacts].[referring_keyword]
Data Type: string
Dimension: Referring Source
Role: Discrete Dimension
Remote Column: [Contacts].[referring_source]
Data Type: string
Dimension: zzLead Score - TEST
Role: Discrete Dimension
Remote Column: [Contacts].[zzLead_Score__TEST]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Measure
Activities - All
Measure: Number Of Pages
Role: Continous Measure
Remote Column: [Activities - All].[NumberOfPages]
Data Type: integer
Contacts
Measure: Confidence Level
Role: Continous Measure
Remote Column: [Contacts].[Confidence_Level]
Data Type: real
Measure: D&B Annual Sales
Role: Continous Measure
Remote Column: [Contacts].[DB_Annual_Sales]
Data Type: real
Measure: D&B Total Employees
Role: Continous Measure
Remote Column: [Contacts].[DB_Total_Employees]
Data Type: real
Measure: Do Not Process
Role: Continous Measure
Remote Column: [Contacts].[Do_Not_Process]
Data Type: real
Measure: Eloqua Slice Score
Role: Continous Measure
Remote Column: [Contacts].[Eloqua_Slice_Score]
Data Type: real
Measure: Eloqua Slice Score - Enterprise
Role: Continous Measure
Remote Column: [Contacts].[Eloqua_Slice_Score__Enterprise]
Data Type: real
Measure: LS - High Value Website Content
Role: Continous Measure
Remote Column: [Contacts].[LS__High_Value_Website_Content]
Data Type: real
Measure: Lead Score
Role: Continous Measure
Remote Column: [Contacts].[Lead_Score]
Data Type: real
Measure: Lead Score - Historical All-Time (HAT)
Role: Continous Measure
Remote Column: [Contacts].[Lead_Score__Historical_AllTime_HAT]
Data Type: real
Measure: Lead Score - TEST
Role: Continous Measure
Remote Column: [Contacts].[Lead_Score__TEST]
Data Type: real
Measure: Open Grade
Role: Continous Measure
Remote Column: [Contacts].[Open_Grade]
Data Type: real
Measure: Slice Score
Role: Continous Measure
Remote Column: [Contacts].[Slice_Score]
Data Type: real
Measure: Slice Score - Enterprise
Role: Continous Measure
Remote Column: [Contacts].[Slice_Score__Enterprise]
Data Type: real
Measure: Trial Task Exclusion
Role: Continous Measure
Remote Column: [Contacts].[Trial_Task_Exclusion]
Data Type: real
Measure: Db Annual Sales
Role: Continous Measure
Remote Column: [Contacts].[db_annual_sales]
Data Type: real
Measure: Db Employee Count
Role: Continous Measure
Remote Column: [Contacts].[db_employee_count]
Data Type: real
Measure: Industry
Role: Continous Measure
Remote Column: [Contacts].[Industry]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Activies Total
Role: Continous Measure
Data Type: integer
Formula: // It is a COUNTD expression
// It returns the number of distinc activity IDs
COUNTD([ActivityId])
Measure: Contacts Total
Role: Continous Measure
Data Type: integer
Formula: // It is a COUNTD expression
// It returns the number of distinc contact IDs
COUNTD([ContactID])
Measure: Activities per Contact
Role: Continous Measure
Data Type: real
Formula: // It is an expression
// It calculates the number of activities per contact
COUNTD([ActivityId])/COUNTD([ContactId])
Measure: Total Web Visits
Role: Continous Measure
Data Type: integer
Formula: // It is a calculation combining a COUNTD expression and an IF statement
// It counts the IDs of all distinct activties marked as "webvisit"
COUNTD(IF [ActivityType]= "WebVisit"
THEN [ActivityId]
END)
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Total Forms Submitted
Role: Continous Measure
Data Type: integer
Formula: // It is a calculation combining a COUNTD expression and an IF statement
// It counts the IDs of all distinct activties marked as "formsubmit"
COUNTD(IF [ActivityType]= "FormSubmit"
THEN [ActivityId]
END)
Measure: Total Page Views
Role: Continous Measure
Data Type: integer
Formula: // It is a calculation combining a COUNTD expression and an IF statement
// It counts the IDs of all distinct activties marked as "pageview"
COUNTD(IF [ActivityType]= "PageView"
THEN [ActivityId]
END)
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Account Engagement
Worksheets
Worksheet: Title
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Type]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityType]
Worksheet: Control Activity Type
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Type]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityType]
Worksheet: Summary
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activies Total]
[Activities per Contact]
[Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Contact Id]
[Contact ID]
[Contacts Total]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Activities - All].[ContactId]
[Contacts].[Company]
[Contacts].[ContactID]
[Contacts].[Industry]
Worksheet: Summary (2)
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
[Total Forms Submitted]
[Total Page Views]
[Total Web Visits]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Activities
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Contacts
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[First and Last Name]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[First_and_Last_Name]
[Contacts].[Industry]
Worksheet: Timeline of Activity
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Weekday
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Hour
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Dashboard Objects:
Filter: [Oracle Eloqua].[Company]
Filter: [Oracle Eloqua].[Industry]
Filter: [Oracle Eloqua].[DAY(ActivityDate)]
Text: <Sheet Name>
Text: Accounts
Text: Contacts
Text: Company
Text: Total Activity
Text: % of Activity by Type
Text: Name
Text: Company
Text: Total Activity
Text: % Activity by Type
Worksheets
Worksheet: Activities
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Automatic
Tooltip: <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a company to filter dashboard and show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a company to filter dashboard and show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a company to filter dashboard and show related contacts
View
Rows: [Oracle Eloqua].[Company]
Columns: [Oracle Eloqua].[ActivityId]
[Oracle Eloqua].[ActivityId]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
auto-subtitle: true
Other
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: cell
[Oracle Eloqua].[Company]
height: 26
Style: header
[Oracle Eloqua].[Company]
width: 222
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 2
Style: zeroline
Other
stroke-color: #1b1b1b
stroke-size: 3
line-visibility: off
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #f5f5f5
rows
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
div-level: 1
Style: header-div
rows
stroke-size: 4
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
cols
stroke-color: #f28e2b
line-pattern-only: solid
line-visibility: off
Style: quick-filter
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
color: #555555
Worksheet: Contacts
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: First and Last Name
Remote Column: [Contacts].[First_and_Last_Name]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Automatic
Tooltip: <[Oracle Eloqua].[First_and_Last_Name]> | <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a campaign to show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[First_and_Last_Name]> | <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a campaign to show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[First_and_Last_Name]> | <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a campaign to show related contacts
View
Rows: [Oracle Eloqua].[First_and_Last_Name]
[Oracle Eloqua].[Company]
Columns: [Oracle Eloqua].[ActivityId]
[Oracle Eloqua].[ActivityId]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
auto-subtitle: true
Other
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: cell
[Oracle Eloqua].[Company]
height: 26
height: 26
Style: header
[Oracle Eloqua].[Company]
width: 224
width: 176
[Oracle Eloqua].[First_and_Last_Name]
width: 152
Style: label
[Oracle Eloqua].[ActivityId]
text-format: p0%
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
cols
stroke-size: 2
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
stroke-color: #1b1b1b
stroke-size: 3
line-visibility: off
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #f5f5f5
rows
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: header-div
cols
line-visibility: off
rows
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
Worksheet: Control Activity Type
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Marks
Mark: All
Type: Shape
Label: <[Oracle Eloqua].[ActivityType]>
Tooltip: Click to filter dashboard | Show only <[Oracle Eloqua].[ActivityType]> activity
View
Columns: [Oracle Eloqua].[ActivityType]
Filters: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Manual Sorting: [Oracle Eloqua].[ActivityType] ASC
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: label
[Oracle Eloqua].[ActivityType]
display: false
Style: table
Other
background-color: #00000000
Style: worksheet
cols
display-field-labels: false
Style: table-div
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Oracle Eloqua].[DAY(ActivityDate)]
title: Day of Activity Date
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
Worksheet: Hour
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Bar
Tooltip: <[Oracle Eloqua].[HOUR(ActivityDate)]>h
Activity Type: <[Oracle Eloqua].[ActivityType]>
Number of Activities: <[Oracle Eloqua].[ActivityId]>
View
Rows: [Oracle Eloqua].[ActivityId]
Columns: [Oracle Eloqua].[HOUR(ActivityDate)]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
[Oracle Eloqua].[HOUR(ActivityDate)]
height: 22
cols
stroke-size: 4
rows
line-visibility: off
Style: label
[Oracle Eloqua].[HOUR(ActivityDate)]
text-orientation: 0
font-weight: normal
font-size: 9
Style: worksheet
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 3
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: table-div
rows
stroke-size: 3
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Contact ID
Remote Column: [Contacts].[ContactID]
Discrete Dimension: Contact Id
Remote Column: [Activities - All].[ContactId]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Continous Measure: Activies Total
Continous Measure: Contacts Total
Continous Measure: Activities per Contact
Marks
Mark: All
Type: Automatic
Label: <[Oracle Eloqua].[Multiple Values]>
View
Columns: [Oracle Eloqua].[Measure Names()]
Filters: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Manual Sorting: [Oracle Eloqua].[Measure Names()] ASC
Slices: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: cell
[Oracle Eloqua].[Multiple Values]
text-format: *#,##0.00;-#,##0.00
Style: header
[Oracle Eloqua].[Measure Names()]
height: 46
background-color: #f2f2f3
Style: label
[Oracle Eloqua].[Measure Names()]
font-family: Tableau Regular
color: #333333
font-size: 9
Style: pane
Other
border-style: none
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
stroke-color: #fb1b3c
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
div-level: 1
Style: header-div
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #eef1f3
Worksheet: Summary (2)
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Continous Measure: Total Web Visits
Continous Measure: Total Forms Submitted
Continous Measure: Total Page Views
Marks
Mark: All
Type: Automatic
Label: <[Oracle Eloqua].[Multiple Values]>
View
Columns: [Oracle Eloqua].[Measure Names()]
Filters: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Manual Sorting: [Oracle Eloqua].[Measure Names()] ASC
Slices: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: header
[Oracle Eloqua].[Measure Names()]
height: 46
background-color: #f2f2f3
Other
width-header: 10
Style: label
[Oracle Eloqua].[Measure Names()]
font-family: Tableau Regular
color: #333333
font-size: 9
Style: pane
Other
border-style: none
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
stroke-color: #fb1b3c
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
div-level: 1
Style: header-div
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #eef1f3
Worksheet: Timeline of Activity
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Bar
Tooltip: <[Oracle Eloqua].[HOUR(ActivityDate)]>h
Activity Type: <[Oracle Eloqua].[ActivityType]>
Number of Activities: <[Oracle Eloqua].[ActivityId]>
View
Rows: [Oracle Eloqua].[ActivityId]
Columns: [Oracle Eloqua].[HOUR(ActivityDate)]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[HOUR(ActivityDate)]
auto-subtitle: true
height: 25
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
cols
stroke-size: 4
rows
line-visibility: off
Style: label
[Oracle Eloqua].[HOUR(ActivityDate)]
font-size: 9
Style: gridline
Other
stroke-size: 3
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: table-div
rows
stroke-size: 3
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Title
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Marks
Mark: All
Type: Automatic
Label: <[Oracle Eloqua].[ActivityType]>
View
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: table
Other
background-color: #f2f2f3
Worksheet: Weekday
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Bar
Tooltip: Day: <[Oracle Eloqua].[WEEKDAY(ActivityDate)]>
Activity Type: <[Oracle Eloqua].[ActivityType]>
Number of Activities: <[Oracle Eloqua].[ActivityId]>
View
Rows: [Oracle Eloqua].[ActivityId]
Columns: [Oracle Eloqua].[WEEKDAY(ActivityDate)]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
[Oracle Eloqua].[WEEKDAY(ActivityDate)]
height: 22
cols
stroke-size: 4
rows
line-visibility: off
Style: label
[Oracle Eloqua].[WEEKDAY(ActivityDate)]
text-format: ieeeee
text-orientation: 0
font-size: 9
Style: worksheet
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 3
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: table-div
rows
stroke-size: 3
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/Nested Project/ |
| Document | Book-Sample2 |
| Matches | 10 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Cust_Prompt
Role: Continous Measure
Data Type: integer
Formula: 1
Default Value: 1
Parameter Type: list
Datasource: Email Notices Activity+ (SAP App Center leads)
Connection
Data Sources
Data Source: EmailNoticesActivitySAPAppCenterleads
Attributes
channel: http
class: sqlproxy
dbname: EmailNoticesActivitySAPAppCenterleads
directory: /dataserver
port: 80
server: repository9
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: EmailNoticesActivitySAPAppCenterleads
Dimension
sqlproxy
Dimension: Action_Date
Role: Discrete Dimension
Remote Column: [sqlproxy].[Action_Date]
Data Type: datetime
Aggregation: Year
Dimension: Customer
Role: Discrete Dimension
Remote Column: [sqlproxy].[Customer]
Data Type: string
Aggregation: Count
Dimension: Email_Subject
Role: Discrete Dimension
Remote Column: [sqlproxy].[Email_Subject]
Data Type: string
Aggregation: Count
Dimension: Sheet
Role: Discrete Dimension
Remote Column: [sqlproxy].[Sheet]
Data Type: string
Aggregation: Count
Dimension: Table Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[Table Name]
Data Type: string
Aggregation: Count
Dimension: User_name
Role: Discrete Dimension
Remote Column: [sqlproxy].[User_name]
Data Type: string
Aggregation: Count
Dimension: emailtrack_action
Role: Discrete Dimension
Remote Column: [sqlproxy].[emailtrack_action]
Data Type: string
Aggregation: Count
Dimension: emailtrack_address
Role: Discrete Dimension
Remote Column: [sqlproxy].[emailtrack_address]
Data Type: string
Aggregation: Count
Dimension: licensetype_desc
Role: Discrete Dimension
Remote Column: [sqlproxy].[licensetype_desc]
Data Type: string
Aggregation: Count
Dimension: product_desc
Role: Discrete Dimension
Remote Column: [sqlproxy].[product_desc]
Data Type: string
Aggregation: Count
Dimension: user_loginid
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_loginid]
Data Type: string
Aggregation: Count
Dimension: user_registrationdate
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_registrationdate]
Data Type: datetime
Aggregation: Year
Dimension: userlicense_issuedate
Role: Discrete Dimension
Remote Column: [sqlproxy].[userlicense_issuedate]
Data Type: datetime
Aggregation: Year
Measure
sqlproxy
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Formula: 1
Aggregation: Sum
Measure: userlicense_activationlimit
Role: Continous Measure
Remote Column: [sqlproxy].[userlicense_activationlimit]
Data Type: integer
Aggregation: Sum
Semantic Values
[Country].[Name]: "Canada"
Datasource: Marketo
Connection
Data Sources
Data Source: Marketo
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:marketo-marketo
connectionData: {"connectorName":"Marketo","apiScheme":"https","apiDomain":"mktorest.com","pagination":{"batchSize":300},"userFilters":{"dateRange":30},"selectedFilter":"dateRange","apiSubdomain":"","apiUrl":""}
connectionName: Marketo
filename: marketo.html
path: /marketo/marketo/1/
port: 443
server: connectors.tableau.com
workgroup-auth-mode: prompt
Tables
Table: Activity - Send Email
Database Object: [activity6]
Connection: Marketo
Table: Campaigns
Database Object: [campaignsTable]
Connection: Marketo
Table: Activity - Email Delivered
Database Object: [activity7]
Connection: Marketo
Table: Activity - Open Email
Database Object: [activity10]
Connection: Marketo
Table: Activity - Click Email
Database Object: [activity11]
Connection: Marketo
Dimension
Activity - Click Email
Dimension: Activity Date (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Choice_Number]
Data Type: string
Dimension: Is Mobile Device (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Is_Mobile_Device]
Data Type: string
Dimension: Is Predictive
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Is_Predictive]
Data Type: string
Dimension: Lead ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Lead_ID]
Data Type: integer
Dimension: Link ID
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Link_ID]
Data Type: string
Dimension: Mailing ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Mailing_ID]
Data Type: integer
Dimension: Step ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Step_ID]
Data Type: integer
Dimension: Test Variant (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Test_Variant]
Data Type: string
Dimension: User Agent (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[User_Agent]
Data Type: string
Dimension: Id (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[id]
Data Type: integer
Activity - Email Delivered
Dimension: Activity Date (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Choice_Number]
Data Type: string
Dimension: Has Predictive (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Has_Predictive]
Data Type: string
Dimension: Lead ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Lead_ID]
Data Type: integer
Dimension: Mailing ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Mailing_ID]
Data Type: integer
Dimension: Step ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Step_ID]
Data Type: integer
Dimension: Test Variant (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Test_Variant]
Data Type: string
Dimension: Id (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[id]
Data Type: integer
Activity - Open Email
Dimension: Activity Date (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Choice_Number]
Data Type: string
Dimension: Has Predictive (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Has_Predictive]
Data Type: string
Dimension: Is Mobile Device
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Is_Mobile_Device]
Data Type: string
Dimension: Lead ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Lead_ID]
Data Type: integer
Dimension: Mailing ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Mailing_ID]
Data Type: integer
Dimension: Step ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Step_ID]
Data Type: integer
Dimension: Test Variant (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Test_Variant]
Data Type: string
Dimension: User Agent
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[User_Agent]
Data Type: string
Dimension: Id (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[id]
Data Type: integer
Activity - Send Email
Dimension: Activity Date
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Choice_Number]
Data Type: string
Dimension: Has Predictive
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Has_Predictive]
Data Type: string
Dimension: Lead ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Lead_ID]
Data Type: integer
Dimension: Mailing ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Mailing_ID]
Data Type: integer
Dimension: Step ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Step_ID]
Data Type: integer
Dimension: Test Variant
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Test_Variant]
Data Type: string
Dimension: Id
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[id]
Data Type: integer
Campaigns
Dimension: Active
Role: Discrete Dimension
Remote Column: [Campaigns].[active]
Data Type: string
Dimension: Created At
Role: Discrete Dimension
Remote Column: [Campaigns].[createdAt]
Data Type: datetime
Dimension: Description
Role: Discrete Dimension
Remote Column: [Campaigns].[description]
Data Type: string
Dimension: ID
Role: Discrete Dimension
Remote Column: [Campaigns].[id]
Data Type: integer
Dimension: Name
Role: Discrete Dimension
Remote Column: [Campaigns].[name]
Data Type: string
Dimension: Program ID
Role: Discrete Dimension
Remote Column: [Campaigns].[programId]
Data Type: string
Dimension: Program Name
Role: Discrete Dimension
Remote Column: [Campaigns].[programName]
Data Type: string
Dimension: Updated At
Role: Discrete Dimension
Remote Column: [Campaigns].[updatedAt]
Data Type: datetime
Dimension: Workspace Name
Role: Discrete Dimension
Remote Column: [Campaigns].[workspaceName]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Measure
Activity - Click Email
Measure: Device (Activity - Click Email)
Role: Continous Measure
Remote Column: [Activity - Click Email].[Device]
Data Type: string
Aggregation: Count
Measure: Link
Role: Continous Measure
Remote Column: [Activity - Click Email].[Link]
Data Type: string
Aggregation: Count
Measure: Platform (Activity - Click Email)
Role: Continous Measure
Remote Column: [Activity - Click Email].[Platform]
Data Type: string
Aggregation: Count
Activity - Open Email
Measure: Device
Role: Continous Measure
Remote Column: [Activity - Open Email].[Device]
Data Type: string
Aggregation: Count
Measure: Platform
Role: Continous Measure
Remote Column: [Activity - Open Email].[Platform]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Bounceback
Role: Continous Measure
Data Type: integer
Formula: [Sent Email] - [Delivered Email]
Measure: Delivered Email
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Email Delivered)])
Measure: Opened Email
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Open Email)])
Measure: Delivery Rate
Role: Continous Measure
Data Type: real
Formula: ZN([Delivered Email]/[Sent Email])
Measure: Open Rate
Role: Continous Measure
Data Type: real
Formula: ZN([Opened Email]/[Delivered Email])
Measure: Non Opened Email
Role: Continous Measure
Data Type: integer
Formula: [Delivered Email]-[Opened Email]
Measure: Clickthrough Emails
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Click Email)])
Measure: Clickthrough Rate
Role: Continous Measure
Data Type: real
Formula: [Clickthrough Emails]/[Delivered Email]
Measure: Non Clickthrough Email
Role: Continous Measure
Data Type: integer
Formula: [Delivered Email]-[Clickthrough Emails]
Measure: Opened Non Clicked Emails
Role: Continous Measure
Data Type: integer
Formula: [Opened Email]-[Clickthrough Emails]
Measure: Sent Email
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id])
Measure: Click-to-Open
Role: Continous Measure
Data Type: real
Formula: ZN([Clickthrough Emails]
/
[Opened Email])
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "United States"
Datasource: database1
Connection
Data Sources
Data Source: database1
Attributes
channel: http
class: sqlproxy
dbname: database1
directory: /dataserver
port: 80
server: repository9
server-ds-friendly-name: database1
username: root
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: database1
Dimension
sqlproxy
Dimension: ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[ID]
Data Type: integer
Aggregation: Count
Dimension: Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[address]
Data Type: string
Aggregation: Count
Dimension: Address Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Address Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id]
Data Type: integer
Aggregation: Sum
Dimension: City
Role: Discrete Dimension
Remote Column: [sqlproxy].[city]
Data Type: string
Aggregation: Count
Dimension: Country (Customer List)
Role: Discrete Dimension
Remote Column: [sqlproxy].[country (customer_list)]
Data Type: string
Aggregation: Count
Dimension: Country
Role: Discrete Dimension
Remote Column: [sqlproxy].[country]
Data Type: string
Aggregation: Count
Dimension: Country Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[country_id]
Data Type: integer
Aggregation: Count
Dimension: create_date (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Create Date
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date]
Data Type: datetime
Aggregation: Year
Dimension: Customer Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[customer_id]
Data Type: integer
Aggregation: Count
Dimension: email (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[email (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Email
Role: Discrete Dimension
Remote Column: [sqlproxy].[email]
Data Type: string
Aggregation: Count
Dimension: first_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: First Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name]
Data Type: string
Aggregation: Count
Dimension: last_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name]
Data Type: string
Aggregation: Count
Dimension: last_update (Custom SQL Query)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query)]
Data Type: datetime
Aggregation: Year
Dimension: last_update (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Country)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (country)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (store)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update]
Data Type: datetime
Aggregation: Year
Dimension: Manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager]
Data Type: string
Aggregation: Count
Dimension: Manager Staff Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager_staff_id]
Data Type: integer
Aggregation: Sum
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[notes]
Data Type: string
Aggregation: Count
Dimension: Phone
Role: Discrete Dimension
Remote Column: [sqlproxy].[phone]
Data Type: string
Aggregation: Count
Dimension: rental_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[rental_date]
Data Type: datetime
Aggregation: Year
Dimension: return_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[return_date]
Data Type: datetime
Aggregation: Year
Dimension: Store
Role: Discrete Dimension
Remote Column: [sqlproxy].[store]
Data Type: string
Aggregation: Count
Dimension: Store Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Store Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id]
Data Type: integer
Aggregation: Sum
Dimension: Zip Code
Role: Discrete Dimension
Remote Column: [sqlproxy].[zip code]
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Formula: 1
Aggregation: Sum
Measure: SID
Role: Continous Measure
Remote Column: [sqlproxy].[SID]
Data Type: integer
Aggregation: Sum
Measure: active (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[active (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Active
Role: Continous Measure
Remote Column: [sqlproxy].[active]
Data Type: integer
Aggregation: Sum
Measure: address_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[address_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: inventory_id
Role: Continous Measure
Remote Column: [sqlproxy].[inventory_id]
Data Type: integer
Aggregation: Sum
Measure: rental_id
Role: Continous Measure
Remote Column: [sqlproxy].[rental_id]
Data Type: integer
Aggregation: Sum
Measure: staff_id
Role: Continous Measure
Remote Column: [sqlproxy].[staff_id]
Data Type: integer
Aggregation: Sum
Measure: store_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[store_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Total Sales
Role: Continous Measure
Remote Column: [sqlproxy].[total_sales]
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "Canada"
Dashboards
Dashboard: Email Performance by Campaign
Worksheets
Worksheet: Summary
Datasources: Marketo
Used Dimensions & Measures: [Active]
[Activity Date]
[Clickthrough Emails]
[Clickthrough Rate]
[Click-to-Open]
[Delivered Email]
[Delivery Rate]
[Id (Activity - Click Email)]
[Id (Activity - Email Delivered)]
[Id (Activity - Open Email)]
[Id]
[ID]
[Name]
[Open Rate]
[Opened Email]
[Program Name]
[Sent Email]
Used Remote Columns: [Activity - Click Email].[id]
[Activity - Email Delivered].[id]
[Activity - Open Email].[id]
[Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[active]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Worksheet: Timeline - Sent
Datasources: Marketo
Used Dimensions & Measures: [Active]
[Activity Date]
[Id]
[ID]
[Name]
[Program Name]
Used Remote Columns: [Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[active]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Worksheet: Campaign List
Datasources: Marketo
Used Dimensions & Measures: [Active]
[Activity Date]
[Clickthrough Emails]
[Clickthrough Rate]
[Click-to-Open]
[Delivered Email]
[Delivery Rate]
[Id (Activity - Click Email)]
[Id (Activity - Email Delivered)]
[Id (Activity - Open Email)]
[Id]
[ID]
[Name]
[Open Rate]
[Opened Email]
[Program Name]
[Sent Email]
Used Remote Columns: [Activity - Click Email].[id]
[Activity - Email Delivered].[id]
[Activity - Open Email].[id]
[Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[active]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Worksheet: Mobile - Sent by Campaign
Datasources: Marketo
Used Dimensions & Measures: ["Sent Emails"]
[Activity Date]
[Clickthrough Emails]
[Click-to-Open]
[Delivered Email]
[Delivery Rate]
[Id (Activity - Click Email)]
[Id (Activity - Email Delivered)]
[Id (Activity - Open Email)]
[Id]
[ID]
[Name]
[Open Rate]
[Opened Email]
[Program Name]
[Sent Email]
Used Remote Columns: [Activity - Click Email].[id]
[Activity - Email Delivered].[id]
[Activity - Open Email].[id]
[Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Dashboard Objects:
Filter: [Marketo].[DAY(Activity_Date)]
Filter: [Marketo].[active]
Filter: [Marketo].[programName]
Filter: [Marketo].[name]
Text: <Sheet Name>
Text: Campaign List
Worksheets
Worksheet: Campaign List
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: Active
Remote Column: [Campaigns].[active]
Discrete Dimension: Id (Activity - Click Email)
Remote Column: [Activity - Click Email].[id]
Discrete Dimension: Id (Activity - Email Delivered)
Remote Column: [Activity - Email Delivered].[id]
Discrete Dimension: Id (Activity - Open Email)
Remote Column: [Activity - Open Email].[id]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Continous Measure: Delivered Email
Continous Measure: Opened Email
Continous Measure: Delivery Rate
Continous Measure: Open Rate
Continous Measure: Clickthrough Emails
Continous Measure: Clickthrough Rate
Continous Measure: Sent Email
Continous Measure: Click-to-Open
Marks
Mark: All
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Delivery Rate]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Open Rate]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Clickthrough Rate (copy)]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Sent Email]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
View
Rows: [Marketo].[id (Campaigns)]
[Marketo].[name]
Columns: [Marketo].[Sent Email]
([Marketo].[Delivery Rate]
([Marketo].[Open Rate]
[Marketo].[Clickthrough Rate (copy)])))
Filters: [Marketo].[active]
[Marketo].[name]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
[Marketo].[Sent Email]
Slices: [Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
[Marketo].[active]
[Marketo].[name]
[Marketo].[Sent Email]
Styles
Style: axis
[Marketo].[Delivery Rate]
auto-subtitle: true
height: 37
[Marketo].[id]
height: 37
[Marketo].[Open Rate]
height: 37
auto-subtitle: true
[Marketo].[Clickthrough Rate (copy)]
height: 37
auto-subtitle: true
Other
border-color: #b0b0b0
border-width: 1
hnlabel: horizontal
Style: cell
[Marketo].[name]
height: 29
Style: header
[Marketo].[id (Campaigns)]
width: 56
[Marketo].[name]
width: 230
rows
band-color: #00000000
cols
band-color: #00000000
Style: field-labels
Other
font-family: Tableau Bold
font-size: 8
Style: label
[Marketo].[name]
font-size: 8
font-family: Tableau Light
[Marketo].[id (Campaigns)]
font-size: 8
font-family: Tableau Light
[Marketo].[Delivery Rate]
text-format: p0%
color: #4f7cba
[Marketo].[Open Rate]
text-format: p0%
color: #7873c0
[Marketo].[Clickthrough Rate (copy)]
text-format: p0%
color: #c564b6
[Marketo].[Sent Email]
font-family: Tableau Book
Style: pane
cols
band-color: #00000000
rows
band-color: #00000000
Style: table
Other
show-null-value-warning: false
rows
band-size: 1
cols
band-size: 1
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
fill-above: #00000000
fill-below: #00000000
font-size: 6
color: #c564b6
background-color: #ffffff00
stroke-color: #4f7cba
refline1
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
font-size: 6
color: #c564b6
fill-above: #00000000
fill-below: #00000000
text-format: p0.0%
background-color: #ffffff81
font-family: Tableau Bold
refline2
line-visibility: on
line-pattern-only: dashed
font-size: 6
fill-above: #00000000
fill-below: #00000000
stroke-color: #c564b6
color: #c564b6
font-family: Tableau Bold
background-color: #ffffff81
text-format: p0.00%
refline3
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
color: #c564b6
fill-above: #00000000
fill-below: #00000000
font-family: Tableau Bold
background-color: #ffffff81
font-size: 6
refline4
stroke-color: #c564b6
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
color: #c564b6
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
text-align: right
vertical-align: bottom
background-color: #ffffff81
text-format: n#,##0;-#,##0
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: legend-title
Other
font-size: 8
font-family: Tableau Book
font-weight: bold
text-align: right
Style: axis-title
[Marketo].[id]
font-family: Tableau Bold
font-size: 8
[Marketo].[Delivery Rate]
font-family: Tableau Bold
font-size: 8
[Marketo].[Open Rate]
font-family: Tableau Bold
font-size: 8
[Marketo].[Clickthrough Rate (copy)]
font-family: Tableau Bold
font-size: 8
[Marketo].[Sent Email]
font-family: Tableau Bold
Style: quick-filter
[Marketo].[name]
title: Campaign
[Marketo].[programName]
title: Program
Style: quick-filter-title
Other
font-family: Tableau Regular
Style: data-highlighter-title
[Marketo].[name]
title: Campaign
Other
font-family: Tableau Regular
Worksheet: Mobile - Sent by Campaign
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: "Sent Emails"
Discrete Dimension: Id (Activity - Click Email)
Remote Column: [Activity - Click Email].[id]
Discrete Dimension: Id (Activity - Email Delivered)
Remote Column: [Activity - Email Delivered].[id]
Discrete Dimension: Id (Activity - Open Email)
Remote Column: [Activity - Open Email].[id]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Continous Measure: Delivered Email
Continous Measure: Opened Email
Continous Measure: Delivery Rate
Continous Measure: Open Rate
Continous Measure: Clickthrough Emails
Continous Measure: Sent Email
Continous Measure: Click-to-Open
Marks
Mark: All
Type: Automatic
View
Rows: [Marketo].[id (Campaigns)]
([Marketo].[name]
([Marketo].[Delivery Rate]
([Marketo].[Open Rate]
[Marketo].[Clickthrough Rate (copy)]))))
Columns: [Marketo].["Sent Emails"]
[Marketo].[id]
Filters: [Marketo].[Action (ID,Name,Program Name)]
[Marketo].[Tooltip (HOUR(Activity Date))]
[Marketo].[id]
[Marketo].[name]
Slices: [Marketo].[Tooltip (HOUR(Activity Date))]
[Marketo].[id]
[Marketo].[name]
[Marketo].[Action (ID,Name,Program Name)]
Styles
Style: axis
[Marketo].[id]
display: false
Style: cell
[Marketo].[Clickthrough Rate (copy)]
height: 26
Style: header
Other
height-header: 40
[Marketo].["Sent Emails"]
height: 40
background-color: #f5f5f5
[Marketo].[name]
width: 92
[Marketo].[Delivery Rate]
width: 54
[Marketo].[Open Rate]
width: 40
[Marketo].[Clickthrough Rate (copy)]
width: 40
Style: field-labels
Other
font-family: Tableau Bold
font-size: 6
background-color: #f2f2f3
Style: label
[Marketo].[id (Campaigns)]
display: false
[Marketo].[Delivery Rate]
color: #4f7cba
font-size: 8
text-align: center
text-format: p0%
[Marketo].[Open Rate]
color: #7873c0
font-size: 8
text-align: center
text-format: p0%
[Marketo].[Clickthrough Rate (copy)]
color: #c564b6
font-size: 8
text-align: center
text-format: p0%
[Marketo].[name]
font-size: 8
[Marketo].["Sent Emails"]
font-family: Tableau Bold
font-size: 6
color: #555555
Style: worksheet
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: off
Style: table-div
cols
div-level: 1
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
rows
stroke-size: 1
stroke-color: #e6e6e6
Style: header-div
cols
stroke-color: #ffffff
stroke-size: 4
line-visibility: on
line-pattern-only: solid
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: Active
Remote Column: [Campaigns].[active]
Discrete Dimension: Id (Activity - Click Email)
Remote Column: [Activity - Click Email].[id]
Discrete Dimension: Id (Activity - Email Delivered)
Remote Column: [Activity - Email Delivered].[id]
Discrete Dimension: Id (Activity - Open Email)
Remote Column: [Activity - Open Email].[id]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Continous Measure: Delivered Email
Continous Measure: Opened Email
Continous Measure: Delivery Rate
Continous Measure: Open Rate
Continous Measure: Clickthrough Emails
Continous Measure: Clickthrough Rate
Continous Measure: Sent Email
Continous Measure: Click-to-Open
Marks
Mark: All
Type: Automatic
Label: <[Marketo].[Multiple Values]>
Tooltip: <[Marketo].[Measure Names()]>: <[Marketo].[Multiple Values]>
View
Columns: [Marketo].[Measure Names()]
Filters: [Marketo].[Measure Names()]
[Marketo].[Action (ID,Name,Program Name)]
[Marketo].[active]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
Manual Sorting: [Marketo].[Measure Names()] ASC
Slices: [Marketo].[Measure Names()]
[Marketo].[DAY(Activity_Date)]
[Marketo].[active]
[Marketo].[programName]
[Marketo].[name]
[Marketo].[Action (ID,Name,Program Name)]
Styles
Style: header
[Marketo].[Measure Names()]
height: 31
background-color: #f2f2f3
Style: label
[Marketo].[Measure Names()]
font-weight: normal
text-align: center
vertical-align: center
font-family: Tableau Regular
Style: table-div
rows
stroke-size: 4
line-visibility: off
cols
stroke-size: 3
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
div-level: 1
Worksheet: Timeline - Sent
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: Active
Remote Column: [Campaigns].[active]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Marks
Mark: All
Type: Area
Tooltip: <[Marketo].[HOUR(Activity_Date)]>
<[Marketo].[id]> sent emails
View
Rows: [Marketo].[id]
Columns: [Marketo].[HOUR(Activity_Date)]
Filters: [Marketo].[Action (ID,Name,Program Name)]
[Marketo].[active]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
Slices: [Marketo].[active]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
[Marketo].[Action (ID,Name,Program Name)]
Styles
Style: axis
[Marketo].[HOUR(Activity_Date)]
auto-subtitle: true
height: 23
[Marketo].[id]
auto-subtitle: true
Other
border-color: #b0b0b0
border-width: 1
hnlabel: horizontal
Style: header
rows
band-color: #00000000
cols
band-color: #00000000
Style: field-labels
Other
font-family: Tableau Bold
font-size: 8
Style: label
[Marketo].[name]
font-size: 8
font-family: Tableau Light
[Marketo].[HOUR(Activity_Date)]
font-size: 8
Style: pane
cols
band-color: #00000000
rows
band-color: #00000000
Style: table
Other
show-null-value-warning: false
rows
band-size: 1
cols
band-size: 1
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
fill-above: #00000000
fill-below: #00000000
font-size: 6
color: #c564b6
background-color: #ffffff00
stroke-color: #c564b6
refline1
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
background-color: #ffffff00
font-size: 6
color: #c564b6
fill-above: #00000000
fill-below: #00000000
refline2
line-visibility: on
line-pattern-only: dashed
font-size: 6
fill-above: #00000000
fill-below: #00000000
stroke-color: #c564b6
background-color: #ffffff00
color: #c564b6
refline3
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
color: #c564b6
background-color: #ffffff00
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: title
Other
background-color: #f2f2f3
Style: legend-title
Other
font-size: 8
font-family: Tableau Book
font-weight: bold
text-align: right
Style: axis-title
[Marketo].[id]
font-family: Tableau Bold
font-size: 8
Style: quick-filter
[Marketo].[DAY(Activity_Date)]
title: Date of Sent Email:
[Marketo].[programName]
title: Program
[Marketo].[name]
title: Campaign
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | SalesForce Open Pipeline |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: OpportunityHistory
Database Object: [OpportunityHistory]
Connection: Opportunities (Salesforce)
Table: OpportunityStage
Database Object: [OpportunityStage]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
OpportunityHistory
Dimension: CloseDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedDate]
Data Type: datetime
Dimension: IsDeleted (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[IsDeleted]
Data Type: boolean
Dimension: OpportunityId (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[OpportunityId]
Data Type: string
Dimension: To ForecastCategory
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[ForecastCategory]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
OpportunityStage
Dimension: CreatedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedDate]
Data Type: datetime
Dimension: Description
Role: Discrete Dimension
Remote Column: [OpportunityStage].[Description]
Data Type: string
Dimension: Forecast Category Name
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategoryName]
Data Type: string
Dimension: ForecastCategory (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategory]
Data Type: string
Dimension: Is Active
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsActive]
Data Type: boolean
Dimension: IsClosed (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsClosed]
Data Type: boolean
Dimension: IsWon (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsWon]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedDate]
Data Type: datetime
Dimension: Master Label
Role: Discrete Dimension
Remote Column: [OpportunityStage].[MasterLabel]
Data Type: string
Dimension: SortOrder (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SortOrder]
Data Type: integer
Aggregation: Sum
Dimension: SystemModstamp (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsActive (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Name (Product)
Role: Discrete Dimension
Data Type: string
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Data Type: string
Dimension: Product Description
Role: Discrete Dimension
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Opportunity Type
Role: Continous Measure
Remote Column: [Opportunities].[Type]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
OpportunityHistory
Measure: Amount (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[Amount]
Data Type: real
Measure: Expected Revenue
Role: Continous Measure
Remote Column: [OpportunityHistory].[ExpectedRevenue]
Data Type: real
Measure: Probability
Role: Continous Measure
Remote Column: [OpportunityHistory].[Probability]
Data Type: real
Measure: Opportunity History ID
Role: Continous Measure
Remote Column: [OpportunityHistory].[Id]
Data Type: string
Aggregation: Count
Measure: Stage Name
Role: Continous Measure
Remote Column: [OpportunityHistory].[StageName]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[SystemModstamp]
Data Type: datetime
Aggregation: Year
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Aggregation: Sum
OpportunityStage
Measure: DefaultProbability (Opportunity Stage)
Role: Continous Measure
Remote Column: [OpportunityStage].[DefaultProbability]
Data Type: real
Measure: Opportunity Stage ID
Role: Continous Measure
Remote Column: [OpportunityStage].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: //It is a If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: Number of Open Opportunities
Role: Continous Measure
Data Type: integer
Formula: //It is a calculation
//It shows the number of opportunities in the pipeline
ZN(COUNTD([Opportunity ID]))
Measure: @Stage Number
Role: Continous Measure
Data Type: integer
Formula: // This is an IF statement
// It will test rows of data for a particular value
// and produce an outcome if this value is met
// In this instance, if stage has a particular value it will be assigned a number
IF [Stage] = 'Prospecting' THEN 1
ELSEIF [Stage] = 'Qualification' THEN 2
ELSEIF [Stage] = 'Needs Analysis' THEN 3
ELSEIF [Stage] = 'Value Proposition' THEN 4
ELSEIF [Stage] = 'Id. Decision Makers' THEN 5
ELSEIF [Stage] = 'Perception Analysis' THEN 6
ELSEIF [Stage] = 'Proposal/ Price Quote' THEN 7
ELSEIF [Stage] = 'Negotiation/ Review' THEN 8
ELSEIF [Stage] = 'Closed Won' THEN 9
ELSE 10
END
Measure: Avg. Deal Size
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the average size of a deal
SUM({FIXED [Opportunity ID] :
MAX([Expected Amount])})
/countd([Opportunity ID])
Measure: Total Expected Amount
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the expected amount by opportunity
{ FIXED [Opportunity ID]:
MAX([Expected Amount])}
Measure: Days spent in stage per opportunity
Role: Continous Measure
Data Type: integer
Formula: // This is a Level Of Detail (LOD) Calculation with an nested IF statement
// here for each stage within each opportunity the number of days between two dates is calculated
// if it is the latest entry for the opportunity SystemModstamp = Created Date and so the date diff will be from today
// otherwise the number of days between Created Date and SystemModstamp is required
// summarising this provides the number of days spent in each stage per opportunity
{ FIXED [Opportunity ID], [Stage Name]:
SUM(IF [SystemModstamp (Opportunity History)] = [Created Date]
THEN (DATEDIFF('day', [Created Date], TODAY()))
ELSE (DATEDIFF('day', [Created Date], [SystemModstamp (Opportunity History)]))
END)
}
Measure: Age of Opportunity
Role: Continous Measure
Data Type: integer
Formula: //This is a level of detail (LOD) with a date function date function
//for each opportunity ID the difference in days between the date an opportunity was created and today is calculated
{FIXED [Opportunity ID]:
MAX(DATEDIFF("day", [CreatedDate (Opportunities)], TODAY()))}
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Data Type: real
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Open Pipeline
Worksheets
Worksheet: Manager
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Name (User)]
[Show Manager]
[Stage]
Used Remote Columns: [Manager].[Name]
[Opportunities].[StageName]
Worksheet: Total Expected Amount
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Age of Opportunity]
[Avg. Deal Size]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Forecast Category]
[Full Name]
[Industry]
[Name (User)]
[Number of Open Opportunities]
[Opportunity ID]
[Opportunity Type]
[Stage]
[Total Expected Amount]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Worksheet: Breakdown by Stage
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Full Name]
[Industry]
[Name (User)]
[Number of Records]
[Opportunity ID]
[SortOrder (Opportunity Stage)]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[OpportunityStage].[SortOrder]
[Owned By].[Name]
Worksheet: Total Opportunities Closing
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Full Name]
[Industry]
[Name (User)]
[Number of Records]
[Opportunity ID]
[Opportunity Type]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Worksheet: Open Opportunities by Stage
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Age of Opportunity]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Full Name]
[Industry]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[SortOrder (Opportunity Stage)]
[Stage]
[Total Expected Amount]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[OpportunityStage].[SortOrder]
[Owned By].[Name]
Worksheet: Avg Days per Opportunity
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Created Date]
[CreatedDate (Opportunities)]
[Days spent in stage per opportunity]
[Full Name]
[Industry]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[SortOrder (Opportunity Stage)]
[Stage Name]
[Stage]
[SystemModstamp (Opportunity History)]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[OpportunityHistory].[StageName]
[OpportunityHistory].[SystemModstamp]
[OpportunityStage].[SortOrder]
[Owned By].[CreatedDate]
[Owned By].[Name]
Worksheet: Top 10 Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Full Name]
[Industry]
[LastModifiedDate (Opportunities)]
[Name (Opportunities)]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[LastModifiedDate]
[Opportunities].[Name]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Billing State/Province]
Filter: [Opportunities (Salesforce)].[Industry]
Filter: [Opportunities (Salesforce)].[Name (User)]
Filter: [Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Text: <Sheet Name>
Text: Use Options Below to Filter
Text: Number of Open Opportunities and Average Days in Each Stage
Worksheets
Worksheet: Avg Days per Opportunity
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Created Date
Remote Column: [Owned By].[CreatedDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage Name
Remote Column: [OpportunityHistory].[StageName]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: SystemModstamp (Opportunity History)
Remote Column: [OpportunityHistory].[SystemModstamp]
Continous Measure: Days spent in stage per opportunity
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Stage]>
Tooltip: Stage | <[Opportunities (Salesforce)].[Stage]>
On average opportunities are in this stage for <[Opportunities (Salesforce)].[AVG(Days spent in stage per opportunity)]> days
View
Filters: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Styles
Style: axis
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: header
Other
border-style: none
border-style: none
rows
border-width: 2
border-style: solid
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
text-align: center
font-size: 8
Style: pane
Other
border-style: none
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 2
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 4
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-color: #e6e6e6
Style: table-div
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
rows
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
rows
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[Close Date]
title: Close Date of Opportunities
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Breakdown by Stage
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Records
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[ATTR(Calculation_744782791712849920)]>
<[Opportunities (Salesforce)].[Opportunity ID]>
Tooltip: <[Opportunities (Salesforce)].[MY(Close Date)]>
Stage | <[Opportunities (Salesforce)].[Stage]>
Closing Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
display: false
tick-color: #00000000
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header
[Opportunities (Salesforce)].[Stage]
width: 108
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Number of Records)]
font-family: Tableau Book
[Opportunities (Salesforce)].[DAY(Close Date)]
text-format: *dd mmm
Style: pane
Other
border-style: none
background-color: #ffffff
background-color: #ffffff
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #c0c0c0
stroke-size: 3
rows
stroke-size: 4
stroke-color: #e6e6e6
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 2
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend-title-text
[Opportunities (Salesforce)].[Stage]
color: Stages
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Manager
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Measure: Show Manager
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Show Manager]>
View
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
Other
font-family: taleau book
color: #555555
font-weight: normal
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Open Opportunities by Stage
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Total Expected Amount
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[Stage]>
<[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Tooltip: Stage | <[Opportunities (Salesforce)].[ATTR(Stage)]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Total Expected Amount)]>
Number of Open Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
Columns: [Opportunities (Salesforce)].[Opportunity ID]
Filters: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
title: Opportunities
auto-subtitle: true
height: 43
display: true
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: header
[Opportunities (Salesforce)].[Stage]
width: 155
Other
border-style: none
rows
border-width: 2
border-style: solid
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
text-align: center
font-size: 8
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 2
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 4
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-color: #e6e6e6
Style: table-div
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
div-level: 1
rows
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
rows
stroke-size: 2
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
[Opportunities (Salesforce)].[Close Date]
title: Close Date of Opportunities
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Top 10 Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: LastModifiedDate (Opportunities)
Remote Column: [Opportunities].[LastModifiedDate]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Square
Tooltip: <[Opportunities (Salesforce)].[ATTR(Name (Opportunities))]> | <[Opportunities (Salesforce)].[ATTR(Stage)]>
Account Name: <[Opportunities (Salesforce)].[ATTR(Account Name)]>
Expected Amount:<[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Amount:<[Opportunities (Salesforce)].[SUM(Amount)]>
Owner: <[Opportunities (Salesforce)].[Full Name]>
Last Modified: <[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Name (Opportunities)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Opportunity ID]
Styles
Style: cell
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 62
Other
width: 77
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 224
[Opportunities (Salesforce)].[Full Name]
width: 116
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[Name (Opportunities)]
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[Full Name]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: worksheet
rows
display-field-labels: false
Style: zeroline
cols
line-pattern-only: solid
line-visibility: on
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
Style: title
Other
background-color: #f2f2f3
Worksheet: Total Expected Amount
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Open Opportunities
Continous Measure: Avg. Deal Size
Continous Measure: Total Expected Amount
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Multiple Values]>
Tooltip: <[Opportunities (Salesforce)].[Measure Names()]>: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: cell
Other
text-align: center
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[SUM(Total Expected Amount)]
text-format: c"$"#,##0;-"$"#,##0
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #f2f2f3
Other
border-style: none
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
font-family: Tableau Regular
font-size: 9
font-weight: normal
color: #333333
Style: pane
Other
border-style: none
rows
band-color: #00000000
Style: table
Other
background-color: #00000000
rows
band-size: 1
Style: worksheet
Other
font-size: 18
color: #404b73
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 4
Style: title
Other
font-size: 18
color: #404b73
background-color: #f2f2f3
Worksheet: Total Opportunities Closing
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Records
Marks
Mark: All
Type: Area
Label: <[Opportunities (Salesforce)].[ATTR(Calculation_744782791712849920)]>
<[Opportunities (Salesforce)].[Opportunity ID]>
Tooltip: <[Opportunities (Salesforce)].[DAY(Close Date)]>
Closing Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
auto-subtitle: true
display: true
width: 80
tick-color: #00000000
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
height: 23
rows
stroke-color: #e6e6e6
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
Style: cell
[Opportunities (Salesforce)].[Opportunity ID]
vertical-align: center
text-align: right
vertical-align: center
text-align: right
Style: header
[Opportunities (Salesforce)].[Stage]
width: 116
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Number of Records)]
font-family: Tableau Book
[Opportunities (Salesforce)].[DAY(Close Date)]
font-size: 7
text-format: *dd mmm
[Opportunities (Salesforce)].[Opportunity ID]
text-orientation: 0
Style: pane
Other
border-style: none
background-color: #ffffff
background-color: #ffffff
Style: table
Other
background-color: #ffffff
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: off
text-align: center
font-weight: bold
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #c0c0c0
stroke-size: 3
Style: table-div
rows
line-visibility: off
cols
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
title: Created Date of Opportunities
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Default/ |
| Document | Sample_Workbook_CreatedonServer_Using_Published_Connection |
| Matches | 8 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Cust_Prompt
Role: Continous Measure
Data Type: integer
Formula: 1
Default Value: 1
Parameter Type: list
Datasource: database1
Connection
Data Sources
Data Source: database1
Attributes
channel: http
class: sqlproxy
dbname: database1
directory: dataserver
port: 80
server: repository9
server-ds-friendly-name: database1
username: root
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: database1
Dimension
sqlproxy
Dimension: ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[ID]
Data Type: integer
Aggregation: Count
Dimension: Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[address]
Data Type: string
Aggregation: Count
Dimension: Address Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Address Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id]
Data Type: integer
Aggregation: Sum
Dimension: City
Role: Discrete Dimension
Remote Column: [sqlproxy].[city]
Data Type: string
Aggregation: Count
Dimension: Country (Customer List)
Role: Discrete Dimension
Remote Column: [sqlproxy].[country (customer_list)]
Data Type: string
Aggregation: Count
Dimension: Country
Role: Discrete Dimension
Remote Column: [sqlproxy].[country]
Data Type: string
Aggregation: Count
Dimension: Country Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[country_id]
Data Type: integer
Aggregation: Count
Dimension: create_date (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Create Date
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date]
Data Type: datetime
Aggregation: Year
Dimension: Customer Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[customer_id]
Data Type: integer
Aggregation: Count
Dimension: email (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[email (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Email
Role: Discrete Dimension
Remote Column: [sqlproxy].[email]
Data Type: string
Aggregation: Count
Dimension: first_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: First Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name]
Data Type: string
Aggregation: Count
Dimension: last_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name]
Data Type: string
Aggregation: Count
Dimension: last_update (Custom SQL Query)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query)]
Data Type: datetime
Aggregation: Year
Dimension: last_update (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Country)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (country)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (store)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update]
Data Type: datetime
Aggregation: Year
Dimension: Manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager]
Data Type: string
Aggregation: Count
Dimension: Manager Staff Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager_staff_id]
Data Type: integer
Aggregation: Sum
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[notes]
Data Type: string
Aggregation: Count
Dimension: Phone
Role: Discrete Dimension
Remote Column: [sqlproxy].[phone]
Data Type: string
Aggregation: Count
Dimension: rental_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[rental_date]
Data Type: datetime
Aggregation: Year
Dimension: return_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[return_date]
Data Type: datetime
Aggregation: Year
Dimension: Store
Role: Discrete Dimension
Remote Column: [sqlproxy].[store]
Data Type: string
Aggregation: Count
Dimension: Store Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Store Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id]
Data Type: integer
Aggregation: Sum
Dimension: Zip Code
Role: Discrete Dimension
Remote Column: [sqlproxy].[zip code]
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Formula: 1
Aggregation: Sum
Measure: SID
Role: Continous Measure
Remote Column: [sqlproxy].[SID]
Data Type: integer
Aggregation: Sum
Measure: active (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[active (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Active
Role: Continous Measure
Remote Column: [sqlproxy].[active]
Data Type: integer
Aggregation: Sum
Measure: address_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[address_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: inventory_id
Role: Continous Measure
Remote Column: [sqlproxy].[inventory_id]
Data Type: integer
Aggregation: Sum
Measure: rental_id
Role: Continous Measure
Remote Column: [sqlproxy].[rental_id]
Data Type: integer
Aggregation: Sum
Measure: staff_id
Role: Continous Measure
Remote Column: [sqlproxy].[staff_id]
Data Type: integer
Aggregation: Sum
Measure: store_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[store_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Total Sales
Role: Continous Measure
Remote Column: [sqlproxy].[total_sales]
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Worksheets
Worksheet: Sheet 1
Visible: No
Used Datasources
Datasource: database1
Continous Measure: inventory_id
Remote Column: [sqlproxy].[inventory_id]
Continous Measure: rental_id
Remote Column: [sqlproxy].[rental_id]
Continous Measure: staff_id
Remote Column: [sqlproxy].[staff_id]
Marks
Mark: All
Type: Automatic
View
Rows: [database1].[Measure Names()]
Filters: [database1].[Measure Names()]
Slices: [database1].[Measure Names()]
|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Executive Dashboard |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Problems
Connection
Data Sources
Data Source: Problems
Attributes
channel: http
class: sqlproxy
dbname: Problems
directory: /dataserver
port: 80
server: repository9
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: Problems
Dimension
sqlproxy
Dimension: Time Span Breakdown
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_217580207391584262]
Data Type: string
Formula: // This is a calculated field
// It groups problems accordingly with their ages
IF [Age of Problems]< 2592000
THEN "Under 30 d"
ELSEIF [Age of Problems] > 7776000
THEN "+ than 90d"
ELSE " 30-90 d"
END
Aggregation: Count
Dimension: Overdue
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Data Type: string
Formula: // This is a calculated field
// It checks if an incident is overdue
//Check overdue cases among inactive incidents
{ FIXED [number]:
IF MAX([active]=FALSE)
AND
max([closed_at])> max([due_date])
OR
//Check overdue cases among active incidents
MAX([active]=TRUE)
AND NOW()> MAX([due_date])
THEN "Overdue"
END
}
Aggregation: Count
Dimension: Max Year?
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Data Type: boolean
Formula: // This is a calculated field
// It shows TRUE/FALSE if the year of opened is equal the max year of the dataset
DATEPART("year", [opened_at]) = DATEPART("year", {MAX([opened_at])})
Aggregation: Count
Dimension: Active (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Group)]
Data Type: boolean
Aggregation: Count
Dimension: Active (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Problem)]
Data Type: boolean
Aggregation: Count
Dimension: Active
Role: Discrete Dimension
Remote Column: [sqlproxy].[active]
Data Type: boolean
Aggregation: Count
Dimension: Activity due (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due]
Data Type: datetime
Aggregation: Year
Dimension: Additional assignee list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list]
Data Type: string
Aggregation: Count
Dimension: Approval (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Problem)]
Data Type: string
Aggregation: Count
Dimension: Approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval]
Data Type: string
Aggregation: Count
Dimension: Approval history (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Problem)]
Data Type: string
Aggregation: Count
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history]
Data Type: string
Aggregation: Count
Dimension: Approval set (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set]
Data Type: datetime
Aggregation: Year
Dimension: Assigned to (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Problem)]
Data Type: string
Aggregation: Count
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Problem)]
Data Type: string
Aggregation: Count
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group]
Data Type: string
Aggregation: Count
Dimension: Business duration (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration]
Data Type: datetime
Aggregation: Year
Dimension: Business service (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Problem)]
Data Type: string
Aggregation: Count
Dimension: Business service
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service]
Data Type: string
Aggregation: Count
Dimension: Duration (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration]
Data Type: datetime
Aggregation: Year
Dimension: Close notes (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Problem)]
Data Type: string
Aggregation: Count
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes]
Data Type: string
Aggregation: Count
Dimension: Closed (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at]
Data Type: datetime
Aggregation: Year
Dimension: Closed by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Problem)]
Data Type: string
Aggregation: Count
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Problem)]
Data Type: string
Aggregation: Count
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Problem)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes]
Data Type: string
Aggregation: Count
Dimension: Company (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Problem)]
Data Type: string
Aggregation: Count
Dimension: Company
Role: Discrete Dimension
Remote Column: [sqlproxy].[company]
Data Type: string
Aggregation: Count
Dimension: Contact type (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Problem)]
Data Type: string
Aggregation: Count
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Problem)]
Data Type: string
Aggregation: Count
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Problem)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id]
Data Type: string
Aggregation: Count
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost_center]
Data Type: string
Aggregation: Count
Dimension: Default assignee
Role: Discrete Dimension
Remote Column: [sqlproxy].[default_assignee]
Data Type: string
Aggregation: Count
Dimension: Delivery plan (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Problem)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Problem)]
Data Type: string
Aggregation: Count
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task]
Data Type: string
Aggregation: Count
Dimension: Description (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Group)]
Data Type: string
Aggregation: Count
Dimension: Description (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Problem)]
Data Type: string
Aggregation: Count
Dimension: Description
Role: Discrete Dimension
Remote Column: [sqlproxy].[description]
Data Type: string
Aggregation: Count
Dimension: Due date (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Due date
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date]
Data Type: datetime
Aggregation: Year
Dimension: Group email
Role: Discrete Dimension
Remote Column: [sqlproxy].[email]
Data Type: string
Aggregation: Count
Dimension: Exclude manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[exclude_manager]
Data Type: boolean
Aggregation: Count
Dimension: Expected start (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up]
Data Type: datetime
Aggregation: Year
Dimension: Group list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Group list
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list]
Data Type: string
Aggregation: Count
Dimension: Include members
Role: Discrete Dimension
Remote Column: [sqlproxy].[include_members]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Problem)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge]
Data Type: boolean
Aggregation: Count
Dimension: Known error
Role: Discrete Dimension
Remote Column: [sqlproxy].[known_error]
Data Type: boolean
Aggregation: Count
Dimension: Location (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Problem)]
Data Type: string
Aggregation: Count
Dimension: Location
Role: Discrete Dimension
Remote Column: [sqlproxy].[location]
Data Type: string
Aggregation: Count
Dimension: Made SLA (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Problem)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla]
Data Type: boolean
Aggregation: Count
Dimension: Manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager]
Data Type: string
Aggregation: Count
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Number (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Problem)]
Data Type: string
Aggregation: Count
Dimension: Number
Role: Discrete Dimension
Remote Column: [sqlproxy].[number]
Data Type: string
Aggregation: Count
Dimension: Opened (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Opened
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at]
Data Type: datetime
Aggregation: Year
Dimension: Opened by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by]
Data Type: string
Aggregation: Count
Dimension: Parent (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Group)]
Data Type: string
Aggregation: Count
Dimension: Parent (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Problem)]
Data Type: string
Aggregation: Count
Dimension: Parent
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent]
Data Type: string
Aggregation: Count
Dimension: Priority
Role: Discrete Dimension
Remote Column: [sqlproxy].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Change request
Role: Discrete Dimension
Remote Column: [sqlproxy].[rfc]
Data Type: string
Aggregation: Count
Dimension: Roles
Role: Discrete Dimension
Remote Column: [sqlproxy].[roles]
Data Type: string
Aggregation: Count
Dimension: Short description (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Problem)]
Data Type: string
Aggregation: Count
Dimension: Short description
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description]
Data Type: string
Aggregation: Count
Dimension: SLA due (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due]
Data Type: datetime
Aggregation: Year
Dimension: Source
Role: Discrete Dimension
Remote Column: [sqlproxy].[source]
Data Type: string
Aggregation: Count
Dimension: Task type (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Problem)]
Data Type: string
Aggregation: Count
Dimension: Task type
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name]
Data Type: string
Aggregation: Count
Dimension: Created by (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Group)]
Data Type: string
Aggregation: Count
Dimension: Created by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Created by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by]
Data Type: string
Aggregation: Count
Dimension: Created (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Group)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Created
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on]
Data Type: datetime
Aggregation: Year
Dimension: Domain (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Problem)]
Data Type: string
Aggregation: Count
Dimension: Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Problem)]
Data Type: string
Aggregation: Count
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Group)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Problem)]
Data Type: string
Aggregation: Count
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id]
Data Type: string
Aggregation: Count
Dimension: Updated by (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Group)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by]
Data Type: string
Aggregation: Count
Dimension: Updated (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Group)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Updated
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on]
Data Type: datetime
Aggregation: Year
Dimension: Time worked (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Problem)]
Data Type: string
Aggregation: Count
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked]
Data Type: string
Aggregation: Count
Dimension: Type
Role: Discrete Dimension
Remote Column: [sqlproxy].[type]
Data Type: string
Aggregation: Count
Dimension: u_
Role: Discrete Dimension
Remote Column: [sqlproxy].[u_lu2]
Data Type: string
Aggregation: Count
Dimension: Lucha
Role: Discrete Dimension
Remote Column: [sqlproxy].[u_lucha]
Data Type: string
Aggregation: Count
Dimension: u
Role: Discrete Dimension
Remote Column: [sqlproxy].[u_u]
Data Type: string
Aggregation: Count
Dimension: Upon approval (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Problem)]
Data Type: string
Aggregation: Count
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Problem)]
Data Type: string
Aggregation: Count
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject]
Data Type: string
Aggregation: Count
Dimension: User input (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Problem)]
Data Type: string
Aggregation: Count
Dimension: User input
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input]
Data Type: string
Aggregation: Count
Dimension: Watch list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list]
Data Type: string
Aggregation: Count
Dimension: Workaround
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_around]
Data Type: string
Aggregation: Count
Dimension: Work end (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Work end
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end]
Data Type: datetime
Aggregation: Year
Dimension: Work notes (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Problem)]
Data Type: string
Aggregation: Count
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list]
Data Type: string
Aggregation: Count
Dimension: Work start (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Work start
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start]
Data Type: datetime
Aggregation: Year
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: % of known error
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207383207936]
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of problems that are known errors
COUNTD(IF [known_error]=TRUE
THEN [number] END)
/
COUNTD([number])
Aggregation: User
Measure: Age of Problems
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207388532741]
Data Type: integer
Formula: //Calculates the age of active problems since opened until now
DATEDIFF('second', [opened_at], NOW())
Aggregation: Sum
Measure: % of critical and high priority
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207398023176]
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of critical or high priority problems
COUNTD(IF [priority]=1
OR [priority]=2
THEN [number]
END)
/
COUNTD([number])
Aggregation: User
Measure: Problems with Related Incidents
Role: Discrete Measure
Remote Column: [sqlproxy].[Calculation_217580207400972297]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct problems which has a related incident
COUNT(IF ([related_incidents]>0
AND NOT ISNULL([related_incidents]))=true
THEN [number]
END)
Aggregation: User
Measure: Current Year Total Cases
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Data Type: integer
Formula: // This is a calculated field
// It counts each disctinct problem. The "exclude" is used to avoid filters interfering with the result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [Max Year?]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Total # Problems
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Data Type: integer
Formula: // This is a calculated field using a level of detail calculation (LOD)
// It counts each distinct problems ignoring date
{ EXCLUDE [opened_at]: COUNTD([number])}
Aggregation: Attribute
Measure: Total Active Problems
Role: Continous Measure
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Data Type: integer
Formula: // This is a calculated field using a level of detail calculation (LOD)
// It counts each distinct active problem. The "exclude" is used to avoid filters interfering with the result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [active]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Escalation (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Escalation
Role: Continous Measure
Remote Column: [sqlproxy].[escalation]
Data Type: integer
Aggregation: Sum
Measure: Impact (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Impact
Role: Continous Measure
Remote Column: [sqlproxy].[impact]
Data Type: integer
Aggregation: Sum
Measure: Order (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Order
Role: Continous Measure
Remote Column: [sqlproxy].[order]
Data Type: integer
Aggregation: Sum
Measure: Priority (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Problem state
Role: Continous Measure
Remote Column: [sqlproxy].[problem_state]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count]
Data Type: integer
Aggregation: Sum
Measure: Related Incidents
Role: Continous Measure
Remote Column: [sqlproxy].[related_incidents]
Data Type: integer
Aggregation: Sum
Measure: State (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Problem)]
Data Type: integer
Aggregation: Sum
Measure: State
Role: Continous Measure
Remote Column: [sqlproxy].[state]
Data Type: integer
Aggregation: Sum
Measure: Updates (Group)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Group)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Updates
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Urgency
Role: Continous Measure
Remote Column: [sqlproxy].[urgency]
Data Type: integer
Aggregation: Sum
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Aggregation: Sum
Calculated/Other
Measure: % of Overdue
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of incidents that are overdue
IFNULL((IF ATTR([Overdue]= "Overdue")
THEN COUNTD([number])
END),0)
/
ATTR({ EXCLUDE [Overdue]:
COUNTD([number])})
Aggregation: User
Measure: Measure Values
Role: Continous Measure
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Datasource: Requests
Connection
Data Sources
Data Source: Requests
Attributes
channel: http
class: sqlproxy
dbname: Requests
directory: /dataserver
port: 80
server: repository9
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: Requests
Dimension
sqlproxy
Dimension: Overdue
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Data Type: string
Formula: // This is a calculated field
// It shows if an accident is overdue
//Check overdue cases among inactive incidents
IF [active]=FALSE
AND
[closed_at]>[due_date]
OR
//Check overdue cases among active incidents
[active]=TRUE
AND NOW()>[due_date]
THEN "Overdue"
ELSE "Non Overdue"
END
Aggregation: Count
Dimension: Max Year?
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Data Type: boolean
Formula: // This is a calculated field
// It shows TRUE/FALSE if the year of opened is equal the maximum year in the dataset
DATEPART("year", [opened_at]) = DATEPART("year", {MAX([opened_at])})
Aggregation: Count
Dimension: Active (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Catalog Item)]
Data Type: boolean
Aggregation: Count
Dimension: Active (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Request)]
Data Type: boolean
Aggregation: Count
Dimension: Active (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Requested Item)]
Data Type: boolean
Aggregation: Count
Dimension: Active
Role: Discrete Dimension
Remote Column: [sqlproxy].[active]
Data Type: boolean
Aggregation: Count
Dimension: Activity due (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due]
Data Type: datetime
Aggregation: Year
Dimension: Additional assignee list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list]
Data Type: string
Aggregation: Count
Dimension: Approval (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Request)]
Data Type: string
Aggregation: Count
Dimension: Approval (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval]
Data Type: string
Aggregation: Count
Dimension: Approval history (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Request)]
Data Type: string
Aggregation: Count
Dimension: Approval history (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history]
Data Type: string
Aggregation: Count
Dimension: Approval set (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set]
Data Type: datetime
Aggregation: Year
Dimension: Assigned to (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Request)]
Data Type: string
Aggregation: Count
Dimension: Assigned to (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Request)]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group]
Data Type: string
Aggregation: Count
Dimension: Availability
Role: Discrete Dimension
Remote Column: [sqlproxy].[availability]
Data Type: string
Aggregation: Count
Dimension: Backordered
Role: Discrete Dimension
Remote Column: [sqlproxy].[backordered]
Data Type: boolean
Aggregation: Count
Dimension: Billable (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[billable (Catalog Item)]
Data Type: boolean
Aggregation: Count
Dimension: Billable
Role: Discrete Dimension
Remote Column: [sqlproxy].[billable]
Data Type: boolean
Aggregation: Count
Dimension: Business duration (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration]
Data Type: datetime
Aggregation: Year
Dimension: Business service (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Request)]
Data Type: string
Aggregation: Count
Dimension: Business service (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Business service
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service]
Data Type: string
Aggregation: Count
Dimension: Duration (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Duration (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration]
Data Type: datetime
Aggregation: Year
Dimension: Item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cat_item]
Data Type: string
Aggregation: Count
Dimension: Category
Role: Discrete Dimension
Remote Column: [sqlproxy].[category]
Data Type: string
Aggregation: Count
Dimension: Close notes (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Request)]
Data Type: string
Aggregation: Count
Dimension: Close notes (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes]
Data Type: string
Aggregation: Count
Dimension: Closed (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Closed (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at]
Data Type: datetime
Aggregation: Year
Dimension: Closed by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Closed by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Request)]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Request)]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Request)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes]
Data Type: string
Aggregation: Count
Dimension: Company (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Request)]
Data Type: string
Aggregation: Count
Dimension: Company (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Company
Role: Discrete Dimension
Remote Column: [sqlproxy].[company]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Requested Item) 1
Role: Discrete Dimension
Remote Column: [sqlproxy].[configuration_item]
Data Type: string
Aggregation: Count
Dimension: Contact type (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Request)]
Data Type: string
Aggregation: Count
Dimension: Contact type (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type]
Data Type: string
Aggregation: Count
Dimension: Context
Role: Discrete Dimension
Remote Column: [sqlproxy].[context]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Request)]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Request)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id]
Data Type: string
Aggregation: Count
Dimension: Cart
Role: Discrete Dimension
Remote Column: [sqlproxy].[custom_cart]
Data Type: string
Aggregation: Count
Dimension: Delivery address
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_address]
Data Type: string
Aggregation: Count
Dimension: Execution Plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Request)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan]
Data Type: string
Aggregation: Count
Dimension: Delivery plan script
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan_script]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Request)]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task]
Data Type: string
Aggregation: Count
Dimension: Delivery time
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_time]
Data Type: datetime
Aggregation: Year
Dimension: Description (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Description (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Request)]
Data Type: string
Aggregation: Count
Dimension: Description (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Description
Role: Discrete Dimension
Remote Column: [sqlproxy].[description]
Data Type: string
Aggregation: Count
Dimension: Due date (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Due date (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Due date
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date]
Data Type: datetime
Aggregation: Year
Dimension: Entitlement script
Role: Discrete Dimension
Remote Column: [sqlproxy].[entitlement_script]
Data Type: string
Aggregation: Count
Dimension: Estimated Delivery
Role: Discrete Dimension
Remote Column: [sqlproxy].[estimated_delivery]
Data Type: datetime
Aggregation: Year
Dimension: Expected start (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up]
Data Type: datetime
Aggregation: Year
Dimension: Fulfillment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[group]
Data Type: string
Aggregation: Count
Dimension: Group list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Group list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Group list
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list]
Data Type: string
Aggregation: Count
Dimension: Icon
Role: Discrete Dimension
Remote Column: [sqlproxy].[icon]
Data Type: string
Aggregation: Count
Dimension: Ignore price
Role: Discrete Dimension
Remote Column: [sqlproxy].[ignore_price]
Data Type: boolean
Aggregation: Count
Dimension: Image
Role: Discrete Dimension
Remote Column: [sqlproxy].[image]
Data Type: string
Aggregation: Count
Dimension: Knowledge (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Request)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Requested Item)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge]
Data Type: boolean
Aggregation: Count
Dimension: List Price
Role: Discrete Dimension
Remote Column: [sqlproxy].[list_price]
Data Type: string
Aggregation: Count
Dimension: Location (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Location (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Request)]
Data Type: string
Aggregation: Count
Dimension: Location (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Location
Role: Discrete Dimension
Remote Column: [sqlproxy].[location]
Data Type: string
Aggregation: Count
Dimension: Made SLA (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Request)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Requested Item)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla]
Data Type: boolean
Aggregation: Count
Dimension: Meta
Role: Discrete Dimension
Remote Column: [sqlproxy].[meta]
Data Type: string
Aggregation: Count
Dimension: Hide price (mobile listings)
Role: Discrete Dimension
Remote Column: [sqlproxy].[mobile_hide_price]
Data Type: boolean
Aggregation: Count
Dimension: Mobile Picture
Role: Discrete Dimension
Remote Column: [sqlproxy].[mobile_picture]
Data Type: string
Aggregation: Count
Dimension: Mobile Picture Type
Role: Discrete Dimension
Remote Column: [sqlproxy].[mobile_picture_type]
Data Type: string
Aggregation: Count
Dimension: Model
Role: Discrete Dimension
Remote Column: [sqlproxy].[model]
Data Type: string
Aggregation: Count
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: No cart
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_cart]
Data Type: boolean
Aggregation: Count
Dimension: No order
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_order]
Data Type: boolean
Aggregation: Count
Dimension: No order now
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_order_now]
Data Type: boolean
Aggregation: Count
Dimension: No proceed checkout
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_proceed_checkout]
Data Type: boolean
Aggregation: Count
Dimension: No quantity
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_quantity]
Data Type: boolean
Aggregation: Count
Dimension: No search
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_search]
Data Type: boolean
Aggregation: Count
Dimension: Number (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Request)]
Data Type: string
Aggregation: Count
Dimension: Number (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Number
Role: Discrete Dimension
Remote Column: [sqlproxy].[number]
Data Type: string
Aggregation: Count
Dimension: Omit price in cart
Role: Discrete Dimension
Remote Column: [sqlproxy].[omit_price]
Data Type: boolean
Aggregation: Count
Dimension: Opened (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Opened (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Opened
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at]
Data Type: datetime
Aggregation: Year
Dimension: Opened by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Opened by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by]
Data Type: string
Aggregation: Count
Dimension: Order Guide
Role: Discrete Dimension
Remote Column: [sqlproxy].[order_guide]
Data Type: string
Aggregation: Count
Dimension: Ordered item link
Role: Discrete Dimension
Remote Column: [sqlproxy].[ordered_item_link]
Data Type: string
Aggregation: Count
Dimension: Parent (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Request)]
Data Type: string
Aggregation: Count
Dimension: Parent (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Parent
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent]
Data Type: string
Aggregation: Count
Dimension: Picture
Role: Discrete Dimension
Remote Column: [sqlproxy].[picture]
Data Type: string
Aggregation: Count
Dimension: Preview link
Role: Discrete Dimension
Remote Column: [sqlproxy].[preview]
Data Type: string
Aggregation: Count
Dimension: Price (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[price (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Price (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[price (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Price
Role: Discrete Dimension
Remote Column: [sqlproxy].[price]
Data Type: string
Aggregation: Count
Dimension: Priority
Role: Discrete Dimension
Remote Column: [sqlproxy].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Recurring Price Frequency (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_frequency (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Recurring Price Frequency
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_frequency]
Data Type: string
Aggregation: Count
Dimension: Recurring price
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_price (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Recurring Price
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_price]
Data Type: string
Aggregation: Count
Dimension: Request
Role: Discrete Dimension
Remote Column: [sqlproxy].[request]
Data Type: string
Aggregation: Count
Dimension: Request state
Role: Discrete Dimension
Remote Column: [sqlproxy].[request_state]
Data Type: string
Aggregation: Count
Dimension: Requested for date
Role: Discrete Dimension
Remote Column: [sqlproxy].[requested_date]
Data Type: date
Aggregation: Year
Dimension: Requested for
Role: Discrete Dimension
Remote Column: [sqlproxy].[requested_for]
Data Type: string
Aggregation: Count
Dimension: Roles
Role: Discrete Dimension
Remote Column: [sqlproxy].[roles]
Data Type: string
Aggregation: Count
Dimension: Catalog
Role: Discrete Dimension
Remote Column: [sqlproxy].[sc_catalog]
Data Type: string
Aggregation: Count
Dimension: Catalogs
Role: Discrete Dimension
Remote Column: [sqlproxy].[sc_catalogs]
Data Type: string
Aggregation: Count
Dimension: Created from item design
Role: Discrete Dimension
Remote Column: [sqlproxy].[sc_ic_item_staging]
Data Type: string
Aggregation: Count
Dimension: Short description (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Short description (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Request)]
Data Type: string
Aggregation: Count
Dimension: Short description (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Short description
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description]
Data Type: string
Aggregation: Count
Dimension: SLA due (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Request)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due]
Data Type: datetime
Aggregation: Year
Dimension: Special instructions
Role: Discrete Dimension
Remote Column: [sqlproxy].[special_instructions]
Data Type: string
Aggregation: Count
Dimension: Stage (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[stage (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Stage
Role: Discrete Dimension
Remote Column: [sqlproxy].[stage]
Data Type: string
Aggregation: Count
Dimension: Start closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[start_closed]
Data Type: boolean
Aggregation: Count
Dimension: Class
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Task type (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Request)]
Data Type: string
Aggregation: Count
Dimension: Task type (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Task type
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name]
Data Type: string
Aggregation: Count
Dimension: Created by (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Created by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Created by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Created by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by]
Data Type: string
Aggregation: Count
Dimension: Created (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Catalog Item)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Created
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on]
Data Type: datetime
Aggregation: Year
Dimension: Customer update
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_customer_update]
Data Type: boolean
Aggregation: Count
Dimension: Domain (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Request)]
Data Type: string
Aggregation: Count
Dimension: Domain (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Request)]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Request)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id]
Data Type: string
Aggregation: Count
Dimension: Display name
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_name]
Data Type: string
Aggregation: Count
Dimension: Package
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_package]
Data Type: string
Aggregation: Count
Dimension: Protection policy
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_policy]
Data Type: string
Aggregation: Count
Dimension: Replace on upgrade
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_replace_on_upgrade]
Data Type: boolean
Aggregation: Count
Dimension: Application
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_scope]
Data Type: string
Aggregation: Count
Dimension: Update name
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_update_name]
Data Type: string
Aggregation: Count
Dimension: Updated by (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by]
Data Type: string
Aggregation: Count
Dimension: Updated (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Catalog Item)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Updated
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on]
Data Type: datetime
Aggregation: Year
Dimension: Template
Role: Discrete Dimension
Remote Column: [sqlproxy].[template]
Data Type: string
Aggregation: Count
Dimension: Time worked (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Request)]
Data Type: string
Aggregation: Count
Dimension: Time worked (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked]
Data Type: string
Aggregation: Count
Dimension: Type
Role: Discrete Dimension
Remote Column: [sqlproxy].[type]
Data Type: string
Aggregation: Count
Dimension: Upon approval (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Request)]
Data Type: string
Aggregation: Count
Dimension: Upon approval (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Request)]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject]
Data Type: string
Aggregation: Count
Dimension: Use cart layout
Role: Discrete Dimension
Remote Column: [sqlproxy].[use_sc_layout]
Data Type: boolean
Aggregation: Count
Dimension: User input (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Request)]
Data Type: string
Aggregation: Count
Dimension: User input (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: User input
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input]
Data Type: string
Aggregation: Count
Dimension: Vendor
Role: Discrete Dimension
Remote Column: [sqlproxy].[vendor]
Data Type: string
Aggregation: Count
Dimension: Visible on Bundles
Role: Discrete Dimension
Remote Column: [sqlproxy].[visible_bundle]
Data Type: boolean
Aggregation: Count
Dimension: Visible on Guides
Role: Discrete Dimension
Remote Column: [sqlproxy].[visible_guide]
Data Type: boolean
Aggregation: Count
Dimension: Visible elsewhere
Role: Discrete Dimension
Remote Column: [sqlproxy].[visible_standalone]
Data Type: boolean
Aggregation: Count
Dimension: Watch list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Watch list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list]
Data Type: string
Aggregation: Count
Dimension: Work end (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Work end (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Work end
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end]
Data Type: datetime
Aggregation: Year
Dimension: Work notes (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Request)]
Data Type: string
Aggregation: Count
Dimension: Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list]
Data Type: string
Aggregation: Count
Dimension: Work start (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Work start (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Work start
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start]
Data Type: datetime
Aggregation: Year
Dimension: Workflow
Role: Discrete Dimension
Remote Column: [sqlproxy].[workflow]
Data Type: string
Aggregation: Count
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: % made SLA
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207412346890]
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of requests which made SLA
COUNTD(IF [made_sla]= TRUE
THEN [number]
END)
/
COUNTD([number])
Aggregation: User
Measure: Current Year Total Cases
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct request made in the last year. The "exclude" is used to avoid filters interfering in the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [Max Year?]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Total # Request
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Data Type: integer
Formula: // This is a calculated field
// It shows the total number of problems ignoring opened date
{ EXCLUDE [opened_at]: COUNTD([number])}
Aggregation: Attribute
Measure: Total Active Requests
Role: Continous Measure
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct active request. The "exclude" is used to avoid filters interfering with the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [active]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Resolve Time
Role: Continous Measure
Remote Column: [sqlproxy].[calendar_stc]
Data Type: integer
Aggregation: Sum
Measure: Cost
Role: Continous Measure
Remote Column: [sqlproxy].[cost]
Data Type: real
Aggregation: Sum
Measure: Escalation (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Request)]
Data Type: integer
Aggregation: Sum
Measure: Escalation (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Escalation
Role: Continous Measure
Remote Column: [sqlproxy].[escalation]
Data Type: integer
Aggregation: Sum
Measure: Impact (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Request)]
Data Type: integer
Aggregation: Sum
Measure: Impact (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Impact
Role: Continous Measure
Remote Column: [sqlproxy].[impact]
Data Type: integer
Aggregation: Sum
Measure: Order (Catalog Item)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Catalog Item)]
Data Type: integer
Aggregation: Sum
Measure: Order (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Request)]
Data Type: integer
Aggregation: Sum
Measure: Order (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Order
Role: Continous Measure
Remote Column: [sqlproxy].[order]
Data Type: integer
Aggregation: Sum
Measure: Priority (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Request)]
Data Type: integer
Aggregation: Sum
Measure: Priority (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Quantity
Role: Continous Measure
Remote Column: [sqlproxy].[quantity]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Request)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count]
Data Type: integer
Aggregation: Sum
Measure: Published version
Role: Continous Measure
Remote Column: [sqlproxy].[sc_ic_version]
Data Type: integer
Aggregation: Sum
Measure: State (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Request)]
Data Type: integer
Aggregation: Sum
Measure: State (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: State
Role: Continous Measure
Remote Column: [sqlproxy].[state]
Data Type: integer
Aggregation: Sum
Measure: Updates (Catalog Item)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Catalog Item)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Request)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Updates
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Request)]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Urgency
Role: Continous Measure
Remote Column: [sqlproxy].[urgency]
Data Type: integer
Aggregation: Sum
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Aggregation: Sum
Calculated/Other
Measure: % of Overdue
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of incidents which are overdue
(IF ATTR([Overdue]= "Overdue")
THEN COUNTD([number])
END)
/
ATTR({ EXCLUDE [Overdue]:
COUNTD([number])})
Aggregation: User
Measure: Measure Values
Role: Continous Measure
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Datasource: Incidents
Connection
Data Sources
Data Source: Incidents
Attributes
channel: http
class: sqlproxy
dbname: Incidents
directory: /dataserver
port: 80
server: repository9
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: Incidents
Dimension
sqlproxy
Dimension: Overdue
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Data Type: string
Formula: // This is a calculated field
// It shows if an incident is overdue
//Check overdue cases among inactive incidents
{ FIXED [number]:
IF MAX([active]=FALSE)
AND
max([closed_at])>max([due_date])
OR
//Check overdue cases among active incidents
MAX([active] = TRUE)
AND NOW() > MAX([due_date])
THEN "Overdue"
END
}
Aggregation: Count
Dimension: Max Year?
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Data Type: boolean
Formula: // This is a calculated field
// It shows TRUE/FALSE if opened date equals maximum year in the dataset
DATEPART("year", [opened_at]) = DATEPART("year", {MAX([opened_at])})
Aggregation: Count
Dimension: Opened Month Tooltip
Role: Discrete Dimension
Remote Column: [sqlproxy].[Opened (copy)]
Data Type: string
Formula: // This is an IF statment using the opened field to allow for different formats
// original used on columns for line charts are formatted in starting letter of month i.e. J for January
// This version formats to full month name for the tooltip
// The IF statement names the month based on the month number of the datefield
IF DATEPART('month', [opened_at]) = 1 THEN 'January'
ELSEIF DATEPART('month', [opened_at]) = 2 THEN 'February'
ELSEIF DATEPART('month', [opened_at]) = 3 THEN 'March'
ELSEIF DATEPART('month', [opened_at]) = 4 THEN 'April'
ELSEIF DATEPART('month', [opened_at]) = 5 THEN 'May'
ELSEIF DATEPART('month', [opened_at]) = 6 THEN 'June'
ELSEIF DATEPART('month', [opened_at]) = 7 THEN 'July'
ELSEIF DATEPART('month', [opened_at]) = 8 THEN 'August'
ELSEIF DATEPART('month', [opened_at]) = 9 THEN 'September'
ELSEIF DATEPART('month', [opened_at]) = 10 THEN 'October'
ELSEIF DATEPART('month', [opened_at]) = 11 THEN 'Novemeber'
ELSEIF DATEPART('month', [opened_at]) = 12 THEN 'December'
ELSE NULL
END
Aggregation: Count
Dimension: Active (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Incident)]
Data Type: boolean
Aggregation: Count
Dimension: Active
Role: Discrete Dimension
Remote Column: [sqlproxy].[active]
Data Type: boolean
Aggregation: Count
Dimension: Activity due (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due]
Data Type: datetime
Aggregation: Year
Dimension: Additional assignee list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list]
Data Type: string
Aggregation: Count
Dimension: Approval (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Incident)]
Data Type: string
Aggregation: Count
Dimension: Approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval]
Data Type: string
Aggregation: Count
Dimension: Approval history (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Incident)]
Data Type: string
Aggregation: Count
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history]
Data Type: string
Aggregation: Count
Dimension: Approval set (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set]
Data Type: datetime
Aggregation: Year
Dimension: Asset
Role: Discrete Dimension
Remote Column: [sqlproxy].[asset]
Data Type: string
Aggregation: Count
Dimension: Asset tag
Role: Discrete Dimension
Remote Column: [sqlproxy].[asset_tag]
Data Type: string
Aggregation: Count
Dimension: Assigned
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned]
Data Type: datetime
Aggregation: Year
Dimension: Assigned to (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Assigned to (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Incident)]
Data Type: string
Aggregation: Count
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Incident)]
Data Type: string
Aggregation: Count
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group]
Data Type: string
Aggregation: Count
Dimension: Attributes
Role: Discrete Dimension
Remote Column: [sqlproxy].[attributes]
Data Type: string
Aggregation: Count
Dimension: Business duration (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration]
Data Type: datetime
Aggregation: Year
Dimension: Business service (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Incident)]
Data Type: string
Aggregation: Count
Dimension: Business service
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service]
Data Type: string
Aggregation: Count
Dimension: Duration (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration]
Data Type: datetime
Aggregation: Year
Dimension: Caller (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[caller_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Can Print
Role: Discrete Dimension
Remote Column: [sqlproxy].[can_print]
Data Type: boolean
Aggregation: Count
Dimension: Category (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[category (Incident)]
Data Type: string
Aggregation: Count
Dimension: Category (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[category]
Data Type: string
Aggregation: Count
Dimension: Caused by Change (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[caused_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Approval group
Role: Discrete Dimension
Remote Column: [sqlproxy].[change_control]
Data Type: string
Aggregation: Count
Dimension: Checked in
Role: Discrete Dimension
Remote Column: [sqlproxy].[checked_in]
Data Type: datetime
Aggregation: Year
Dimension: Checked out
Role: Discrete Dimension
Remote Column: [sqlproxy].[checked_out]
Data Type: datetime
Aggregation: Year
Dimension: Close code (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_code (Incident)]
Data Type: string
Aggregation: Count
Dimension: Close notes (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Incident)]
Data Type: string
Aggregation: Count
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes]
Data Type: string
Aggregation: Count
Dimension: Closed (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at]
Data Type: datetime
Aggregation: Year
Dimension: Closed by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Incident)]
Data Type: string
Aggregation: Count
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci]
Data Type: string
Aggregation: Count
Dimension: Comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Incident)]
Data Type: string
Aggregation: Count
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Incident)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes]
Data Type: string
Aggregation: Count
Dimension: Company (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Company (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Incident)]
Data Type: string
Aggregation: Count
Dimension: Company
Role: Discrete Dimension
Remote Column: [sqlproxy].[company]
Data Type: string
Aggregation: Count
Dimension: Contact type (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Incident)]
Data Type: string
Aggregation: Count
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Incident)]
Data Type: string
Aggregation: Count
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id]
Data Type: string
Aggregation: Count
Dimension: Cost
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost]
Data Type: string
Aggregation: Count
Dimension: Cost currency
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost_cc]
Data Type: string
Aggregation: Count
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost_center]
Data Type: string
Aggregation: Count
Dimension: Order received
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_date]
Data Type: datetime
Aggregation: Year
Dimension: Delivery plan (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Incident)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Incident)]
Data Type: string
Aggregation: Count
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task]
Data Type: string
Aggregation: Count
Dimension: Department
Role: Discrete Dimension
Remote Column: [sqlproxy].[department]
Data Type: string
Aggregation: Count
Dimension: Description (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Incident)]
Data Type: string
Aggregation: Count
Dimension: Description
Role: Discrete Dimension
Remote Column: [sqlproxy].[description]
Data Type: string
Aggregation: Count
Dimension: Discovery source
Role: Discrete Dimension
Remote Column: [sqlproxy].[discovery_source]
Data Type: string
Aggregation: Count
Dimension: DNS Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[dns_domain]
Data Type: string
Aggregation: Count
Dimension: Due
Role: Discrete Dimension
Remote Column: [sqlproxy].[due]
Data Type: datetime
Aggregation: Year
Dimension: Due date (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Due date
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date]
Data Type: datetime
Aggregation: Year
Dimension: Due in
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_in]
Data Type: string
Aggregation: Count
Dimension: Expected start (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start]
Data Type: datetime
Aggregation: Year
Dimension: First discovered
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_discovered]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up]
Data Type: datetime
Aggregation: Year
Dimension: Fully qualified domain name
Role: Discrete Dimension
Remote Column: [sqlproxy].[fqdn]
Data Type: string
Aggregation: Count
Dimension: GL account
Role: Discrete Dimension
Remote Column: [sqlproxy].[gl_account]
Data Type: string
Aggregation: Count
Dimension: Group list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Group list
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list]
Data Type: string
Aggregation: Count
Dimension: Installed
Role: Discrete Dimension
Remote Column: [sqlproxy].[install_date]
Data Type: datetime
Aggregation: Year
Dimension: Invoice number
Role: Discrete Dimension
Remote Column: [sqlproxy].[invoice_number]
Data Type: string
Aggregation: Count
Dimension: IP Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[ip_address]
Data Type: string
Aggregation: Count
Dimension: Justification
Role: Discrete Dimension
Remote Column: [sqlproxy].[justification]
Data Type: string
Aggregation: Count
Dimension: Knowledge (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Incident)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge]
Data Type: boolean
Aggregation: Count
Dimension: Most recent discovery
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_discovered]
Data Type: datetime
Aggregation: Year
Dimension: Lease contract
Role: Discrete Dimension
Remote Column: [sqlproxy].[lease_id]
Data Type: string
Aggregation: Count
Dimension: Location (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Location (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Incident)]
Data Type: string
Aggregation: Count
Dimension: Location
Role: Discrete Dimension
Remote Column: [sqlproxy].[location]
Data Type: string
Aggregation: Count
Dimension: MAC Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[mac_address]
Data Type: string
Aggregation: Count
Dimension: Made SLA (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Incident)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla]
Data Type: boolean
Aggregation: Count
Dimension: Maintenance schedule
Role: Discrete Dimension
Remote Column: [sqlproxy].[maintenance_schedule]
Data Type: string
Aggregation: Count
Dimension: Managed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[managed_by]
Data Type: string
Aggregation: Count
Dimension: Manufacturer
Role: Discrete Dimension
Remote Column: [sqlproxy].[manufacturer]
Data Type: string
Aggregation: Count
Dimension: Model ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[model_id]
Data Type: string
Aggregation: Count
Dimension: Model number
Role: Discrete Dimension
Remote Column: [sqlproxy].[model_number]
Data Type: string
Aggregation: Count
Dimension: Monitor
Role: Discrete Dimension
Remote Column: [sqlproxy].[monitor]
Data Type: boolean
Aggregation: Count
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Number (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Incident)]
Data Type: string
Aggregation: Count
Dimension: Number
Role: Discrete Dimension
Remote Column: [sqlproxy].[number]
Data Type: string
Aggregation: Count
Dimension: Opened (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Opened
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at]
Data Type: datetime
Aggregation: Year
Dimension: Opened by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by]
Data Type: string
Aggregation: Count
Dimension: Ordered
Role: Discrete Dimension
Remote Column: [sqlproxy].[order_date]
Data Type: datetime
Aggregation: Year
Dimension: Owned by
Role: Discrete Dimension
Remote Column: [sqlproxy].[owned_by]
Data Type: string
Aggregation: Count
Dimension: Parent (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Incident)]
Data Type: string
Aggregation: Count
Dimension: Parent
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent]
Data Type: string
Aggregation: Count
Dimension: Parent Incident (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent_incident (Incident)]
Data Type: string
Aggregation: Count
Dimension: PO number
Role: Discrete Dimension
Remote Column: [sqlproxy].[po_number]
Data Type: string
Aggregation: Count
Dimension: Priority
Role: Discrete Dimension
Remote Column: [sqlproxy].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Problem (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[problem_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Purchased
Role: Discrete Dimension
Remote Column: [sqlproxy].[purchase_date]
Data Type: date
Aggregation: Year
Dimension: Resolved (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[resolved_at (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Resolved by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[resolved_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Change Request (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[rfc (Incident)]
Data Type: string
Aggregation: Count
Dimension: Schedule
Role: Discrete Dimension
Remote Column: [sqlproxy].[schedule]
Data Type: string
Aggregation: Count
Dimension: Serial number
Role: Discrete Dimension
Remote Column: [sqlproxy].[serial_number]
Data Type: string
Aggregation: Count
Dimension: Description (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Short description (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Incident)]
Data Type: string
Aggregation: Count
Dimension: Short description
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description]
Data Type: string
Aggregation: Count
Dimension: Skip sync
Role: Discrete Dimension
Remote Column: [sqlproxy].[skip_sync]
Data Type: boolean
Aggregation: Count
Dimension: SLA due (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due]
Data Type: datetime
Aggregation: Year
Dimension: Start date
Role: Discrete Dimension
Remote Column: [sqlproxy].[start_date]
Data Type: datetime
Aggregation: Year
Dimension: Subcategory (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[subcategory (Incident)]
Data Type: string
Aggregation: Count
Dimension: Subcategory (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[subcategory]
Data Type: string
Aggregation: Count
Dimension: Support group
Role: Discrete Dimension
Remote Column: [sqlproxy].[support_group]
Data Type: string
Aggregation: Count
Dimension: Supported by
Role: Discrete Dimension
Remote Column: [sqlproxy].[supported_by]
Data Type: string
Aggregation: Count
Dimension: Class
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Task type (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Incident)]
Data Type: string
Aggregation: Count
Dimension: Task type
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name]
Data Type: string
Aggregation: Count
Dimension: Created by (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Created by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Created by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by]
Data Type: string
Aggregation: Count
Dimension: Created (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Configuration Item)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Created
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on]
Data Type: datetime
Aggregation: Year
Dimension: Domain (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Domain (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Incident)]
Data Type: string
Aggregation: Count
Dimension: Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Incident)]
Data Type: string
Aggregation: Count
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id]
Data Type: string
Aggregation: Count
Dimension: Updated by (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by]
Data Type: string
Aggregation: Count
Dimension: Updated (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Configuration Item)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Updated
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on]
Data Type: datetime
Aggregation: Year
Dimension: Time worked (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Incident)]
Data Type: string
Aggregation: Count
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked]
Data Type: string
Aggregation: Count
Dimension: Requires verification
Role: Discrete Dimension
Remote Column: [sqlproxy].[unverified]
Data Type: boolean
Aggregation: Count
Dimension: Upon approval (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Incident)]
Data Type: string
Aggregation: Count
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Incident)]
Data Type: string
Aggregation: Count
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject]
Data Type: string
Aggregation: Count
Dimension: User input (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Incident)]
Data Type: string
Aggregation: Count
Dimension: User input
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input]
Data Type: string
Aggregation: Count
Dimension: Vendor
Role: Discrete Dimension
Remote Column: [sqlproxy].[vendor]
Data Type: string
Aggregation: Count
Dimension: Warranty expiration
Role: Discrete Dimension
Remote Column: [sqlproxy].[warranty_expiration]
Data Type: date
Aggregation: Year
Dimension: Watch list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list]
Data Type: string
Aggregation: Count
Dimension: Work end (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Work end
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end]
Data Type: datetime
Aggregation: Year
Dimension: Work notes (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Incident)]
Data Type: string
Aggregation: Count
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list]
Data Type: string
Aggregation: Count
Dimension: Work start (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Work start
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start]
Data Type: datetime
Aggregation: Year
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: Current Year Total Cases
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Data Type: integer
Formula: // This is a calculated field using level of detail calculation
// It counts each distinct incident. The exclude is used to guarantee that filters will not interfere in the result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [Max Year?]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Time to Close an Incident
Role: Discrete Measure
Remote Column: [sqlproxy].[Calculation_519602849371926528]
Data Type: string
Formula: // This is a calculated field
// It transforms time in seconds into DD:HH:MM:SS format
STR(INT(AVG([Time to Close an Incident (seconds)])/86400))
+ " day(s) " +
IF (INT(AVG([Time to Close an Incident (seconds)])%86400/3600))
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close an Incident (seconds)])%86400/3600))
+ ":" +
IF INT(AVG([Time to Close an Incident (seconds)])%3600/60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close an Incident (seconds)])%3600/60))
+ ":" +
IF INT(AVG([Time to Close an Incident (seconds)]) %3600 %60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close an Incident (seconds)]) %3600 %60))
Aggregation: User
Measure: Time to Close an Incident (seconds)
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_863846747596144657]
Data Type: integer
Formula: // This is a calculated field
// It calculates the difference in seconds between opening and closing an incident
// Check if closed date is valid
IF [closed_at]>[opened_at]
THEN
//Calculate difference
DATEDIFF('second', [opened_at], [closed_at])
END
Aggregation: Sum
Measure: Total Active Incidents
Role: Continous Measure
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct incident. The "exclude" is used to avoid filters interfering in the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [active]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Business resolve time (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[business_stc (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Resolve time (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[calendar_stc (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Child Incidents (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[child_incidents (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Escalation (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Escalation
Role: Continous Measure
Remote Column: [sqlproxy].[escalation]
Data Type: integer
Aggregation: Sum
Measure: Fault count
Role: Continous Measure
Remote Column: [sqlproxy].[fault_count]
Data Type: integer
Aggregation: Sum
Measure: Impact (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Impact
Role: Continous Measure
Remote Column: [sqlproxy].[impact]
Data Type: integer
Aggregation: Sum
Measure: Incident state (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[incident_state (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Status
Role: Continous Measure
Remote Column: [sqlproxy].[install_status]
Data Type: integer
Aggregation: Sum
Measure: Notify (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[notify (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Operational status
Role: Continous Measure
Remote Column: [sqlproxy].[operational_status]
Data Type: integer
Aggregation: Sum
Measure: Order (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Order
Role: Continous Measure
Remote Column: [sqlproxy].[order]
Data Type: integer
Aggregation: Sum
Measure: Priority (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count]
Data Type: integer
Aggregation: Sum
Measure: Reopen count (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[reopen_count (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Severity (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[severity (Incident)]
Data Type: integer
Aggregation: Sum
Measure: State (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Incident)]
Data Type: integer
Aggregation: Sum
Measure: State
Role: Continous Measure
Remote Column: [sqlproxy].[state]
Data Type: integer
Aggregation: Sum
Measure: Updates (Configuration Item)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Configuration Item)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Updates
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Urgency
Role: Continous Measure
Remote Column: [sqlproxy].[urgency]
Data Type: integer
Aggregation: Sum
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Aggregation: Sum
Calculated/Other
Measure: % of Overdue
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It show the percentage incidents which are overdue
(IF ATTR([Overdue]="Overdue")
THEN COUNTD([number])
END)
/
ATTR({ EXCLUDE [Overdue]:
COUNTD([number])})
Aggregation: User
Measure: Measure Values
Role: Continous Measure
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Executive Dashboard
Worksheets
Worksheet: Opened Incidents
Datasources: Incidents
Used Dimensions & Measures: [Active]
[Category (Incident)]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened Month Tooltip]
[Opened]
[Overdue]
[Priority]
[Total Active Incidents]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[Current Year Total Cases (copy)]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[Opened (copy)]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: Overdue
Datasources: Incidents
Used Dimensions & Measures: [% of Overdue]
[Active]
[Category (Incident)]
[Closed]
[Due date]
[Max Year?]
[Number]
[Opened]
[Overdue]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: AVG Time to Solve an Incident
Datasources: Incidents
Used Dimensions & Measures: [Active]
[Category (Incident)]
[Closed]
[Max Year?]
[Opened]
[Priority]
[Time to Close an Incident (seconds)]
[Time to Close an Incident]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_519602849371926528]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[Calculation_863846747596144657]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: Total Incidents by Category and YoY Change
Datasources: Incidents
Used Dimensions & Measures: [Active]
[Category (Incident)]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened]
[Overdue]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: Opened Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [Active]
[Active]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
[Total # Problems]
[Total Active Problems]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_466404086465376264]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[Current Year Total Cases (copy)]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Overdue Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [% of Overdue]
[Active]
[Active]
[Closed]
[Due date]
[Max Year?]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: High and Critical Priority Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [% of critical and high priority]
[Active]
[Active]
[Max Year?]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207398023176]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Known Errors
Datasources: Incidents
Problems
Used Dimensions & Measures: [% of known error]
[Active]
[Active]
[Known error]
[Max Year?]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
[Problems with Related Incidents]
[Related Incidents]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207383207936]
[sqlproxy].[Calculation_217580207400972297]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[known_error]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
[sqlproxy].[related_incidents]
Worksheet: Age of Active Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [Active]
[Active]
[Age of Problems]
[Max Year?]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
[Time Span Breakdown]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207388532741]
[sqlproxy].[Calculation_217580207391584262]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Opened Requests
Datasources: Incidents
Requests
Used Dimensions & Measures: [Active]
[Active]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
[Total # Request]
[Total Active Requests]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_466404086465376264]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[Current Year Total Cases (copy)]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Overdue Requests
Datasources: Incidents
Requests
Used Dimensions & Measures: [% of Overdue]
[Active]
[Active]
[Closed]
[Due date]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Made SLA?
Datasources: Incidents
Requests
Used Dimensions & Measures: [% made SLA]
[Active]
[Active]
[Made SLA]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207412346890]
[sqlproxy].[made_sla]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Top 10 Items by Requests and YoY Change
Datasources: Incidents
Requests
Used Dimensions & Measures: [Active]
[Active]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Name]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[name]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Dashboard Objects:
Filter: [Incidents].[YEAR(opened_at)]
Filter: [Incidents].[active]
Filter: [Incidents].[priority]
Text: Executive Dashboard
Text: Æ
Text: Æ
Text: Incidents
Text: Æ
Text: Problems
Text: Æ
Text: Requests
Worksheets
Worksheet: AVG Time to Solve an Incident
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Discrete Measure: Time to Close an Incident
Remote Column: [sqlproxy].[Calculation_519602849371926528]
Continous Measure: Time to Close an Incident (seconds)
Remote Column: [sqlproxy].[Calculation_863846747596144657]
Marks
Mark: All
Type: Automatic
Label: AVG Time To Solve an Incident <[Incidents].[Time to Close an Incident]>
View
Filters: [Incidents].[Action (Category (Incident))]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[Action (Category (Incident))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: label
[Incidents].[MONTH(opened_at)]
text-format: iLLL
Style: table
Other
background-color: #00000000
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
font-family: Tableau Bold
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
text-format: n#,##0;-#,##0
background-color: #ffffff00
font-size: 6
Style: title
Other
background-color: #e6e6e6
Worksheet: Age of Active Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Time Span Breakdown
Remote Column: [sqlproxy].[Calculation_217580207391584262]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Age of Problems
Remote Column: [sqlproxy].[Calculation_217580207388532741]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Tooltip: Time Span: <[Problems].[Time Span Breakdown]>
Percentage of Problems: <[Problems].[number]>
View
Rows: [Problems].[Time Span Breakdown]
Columns: [Problems].[number]
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Problems].[active]
Slices: [Problems].[active]
[Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Problems].[number]
display: false
Other
stroke-color: #e6e6e6
Style: label
[Problems].[Time Span Breakdown]
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: High and Critical Priority Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of critical and high priority
Remote Column: [sqlproxy].[Calculation_217580207398023176]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Label: Critical and High Priority
<[Problems].[% of critical and high priority]> of Total
View
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Problems].[YEAR(opened_at)]
Slices: [Problems].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: table
Other
background-color: #00000000
Worksheet: Known Errors
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Known error
Remote Column: [sqlproxy].[known_error]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of known error
Remote Column: [sqlproxy].[Calculation_217580207383207936]
Discrete Measure: Problems with Related Incidents
Remote Column: [sqlproxy].[Calculation_217580207400972297]
Continous Measure: Related Incidents
Remote Column: [sqlproxy].[related_incidents]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Label: Known Errors: <[Problems].[% of known error]>
Probs with rel. Incidents: <[Problems].[Problems with Related Incidents]>
Tooltip: % of known error: <[Problems].[% of known error]>
Problems with Related Incidents: <[Problems].[Problems with Related Incidents]>
View
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Problems].[YEAR(opened_at)]
Slices: [Problems].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: table
Other
background-color: #00000000
Worksheet: Made SLA?
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Made SLA
Remote Column: [sqlproxy].[made_sla]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % made SLA
Remote Column: [sqlproxy].[Calculation_217580207412346890]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Label: Made SLA? <[Requests].[% made SLA]> of Total
Tooltip: % made SLA: <[Requests].[% made SLA]>
View
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Worksheet: Opened Incidents
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Opened Month Tooltip
Remote Column: [sqlproxy].[Opened (copy)]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Continous Measure: Total Active Incidents
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Marks
Mark: All
Type: Line
Label: <[Incidents].[YEAR(opened_at)]>
Tooltip: <[Incidents].[ATTR(Opened (copy))]>
Opened Incidents: <[Incidents].[number]>
Breakdown by Priority
<Sheet name="Tooltip - Incident Breakdown by Priority" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Incidents].[number]
Columns: [Incidents].[MONTH(opened_at)]
Filters: [Incidents].[Action (Category (Incident))]
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Category (Incident))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Incidents].[number]
auto-subtitle: true
width: 47
width: 47
Other
tick-color: #00000000
line-pattern-only: solid
line-visibility: off
Style: header
[Incidents].[YEAR(opened_at)]
background-color: #e6e6e6
Other
border-style: none
Style: label
[Incidents].[MONTH(opened_at)]
text-orientation: 0
font-size: 8
text-format: iLLLLL
[Incidents].[YEAR(opened_at)]
font-size: 8
font-family: Tableau Semibold
[Incidents].[number]
font-size: 8
font-size: 8
Style: pane
Other
border-width: 5
border-style: none
rows
border-style: solid
Style: table
Other
background-color: #ffffff
Style: worksheet
cols
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
font-family: Tableau Bold
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
text-format: n#,##0;-#,##0
background-color: #ffffff00
font-size: 6
Other
line-visibility: off
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 1
Style: table-div
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Style: quick-filter
[Incidents].[YEAR(opened_at)]
title: Year
Other
font-size: 8
background-color: #ffffff
Style: quick-filter-title
Other
font-family: Tableau Light
text-align: center
Worksheet: Opened Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Continous Measure: Total # Problems
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Continous Measure: Total Active Problems
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Line
Tooltip: <[Problems].[MONTH(opened_at)]>
Opened problems: <[Problems].[number]>
Breakdown by Priority
<Sheet name="Tooltip - Problem Breakdown by Priority" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Problems].[number]
Columns: [Problems].[MONTH(opened_at)]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Problems].[number]
auto-subtitle: true
width: 48
Other
line-pattern-only: solid
tick-color: #00000000
line-visibility: off
Style: header
[Problems].[YEAR(opened_at)]
height: 19
background-color: #e6e6e6
Other
border-style: none
Style: label
[Problems].[YEAR(opened_at)]
font-size: 8
font-family: Tableau Semibold
[Problems].[MONTH(opened_at)]
text-orientation: 0
font-family: Tableau Book
font-size: 8
text-format: iLLLLL
[Problems].[number]
font-size: 8
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
Style: refline
refline0
stroke-size: 1
line-visibility: on
line-pattern-only: dashed
font-family: Tableau Bold
font-size: 6
fill-above: #00000000
fill-below: #00000000
text-format: n#,##0.0;-#,##0.0
background-color: #ffffff00
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 2
stroke-color: #f5f5f5
Style: table-div
rows
line-visibility: off
cols
stroke-color: #f5f5f5
Style: header-div
cols
line-visibility: off
Style: quick-filter
[Problems].[YEAR(opened_at)]
title: Year:
Other
background-color: #e6e6e6
Style: quick-filter-title
Other
font-family: Tableau Bold
font-size: 8
Worksheet: Opened Requests
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Continous Measure: Total # Request
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Continous Measure: Total Active Requests
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Line
Tooltip: <[Requests].[MONTH(opened_at)]>
Opened Requests: <[Requests].[number]>
Breakdown by Priority
<Sheet name="Tooltip - Request Breakdown by Priority" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Requests].[number]
Columns: [Requests].[MONTH(opened_at)]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Requests].[number]
auto-subtitle: true
width: 52
Other
line-pattern-only: solid
tick-color: #00000000
line-visibility: off
Style: header
[Requests].[YEAR(opened_at)]
background-color: #e6e6e6
Style: label
[Requests].[YEAR(opened_at)]
font-family: Tableau Semibold
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[Requests].[number]
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[Requests].[MONTH(opened_at)]
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text-orientation: 0
text-format: iLLLLL
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cols
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Style: refline
refline0
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stroke-color: #f5f5f5
rows
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Style: header-div
cols
line-visibility: off
Style: quick-filter
[Requests].[YEAR(opened_at)]
title: Year:
Other
background-color: #e6e6e6
Style: quick-filter-title
Other
font-family: Tableau Bold
font-size: 8
text-align: left
Worksheet: Overdue
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of Overdue
Marks
Mark: All
Type: Bar
View
Columns: [Incidents].[number]
Filters: [Incidents].[Action (Category (Incident))]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[Action (Category (Incident))]
[Incidents].[active]
[Incidents].[priority]
Styles
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[Incidents].[number]
auto-subtitle: true
height: 24
display: false
tick-color: #00000000
Other
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[Incidents].[number]
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font-size: 7
font-family: Tableau Book
Style: header
Other
border-style: none
Style: label
[Incidents].[MONTH(opened_at)]
text-format: iLLL
[Incidents].[number]
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refline0
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fill-below: #00000000
font-family: Tableau Bold
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line-pattern-only: dashed
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background-color: #ffffff00
font-size: 6
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line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
border-color: #f5f5f5
background-color: #00000000
border-style: none
Worksheet: Overdue Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of Overdue
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
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Type: Automatic
View
Columns: [Problems].[number]
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Problems].[number]
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display: false
Other
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Style: label
[Problems].[number]
font-size: 5
cols
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Style: pane
Other
border-style: none
Style: gridline
Other
line-pattern-only: solid
stroke-size: 3
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line-pattern-only: solid
line-visibility: off
cols
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
line-visibility: off
Worksheet: Overdue Requests
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of Overdue
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
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Type: Automatic
View
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Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Styles
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cols
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Style: gridline
cols
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stroke-color: #e6e6e6
line-visibility: off
Style: zeroline
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line-visibility: off
Style: table-div
cols
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stroke-size: 2
stroke-color: #e6e6e6
line-visibility: off
Worksheet: Sheet 1
Visible: No
Marks
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Type: Automatic
View
Worksheet: Tooltip - Incident Breakdown by Priority
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
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Type: Automatic
View
Rows: [Incidents].[number]
Columns: [Incidents].[priority]
Filters: [Incidents].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
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[Incidents].[number]
display: false
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Worksheet: Tooltip - Problem Breakdown by Priority
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
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View
Rows: [Problems].[number]
Columns: [Problems].[priority]
Filters: [Problems].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[active]
[Incidents].[priority]
[Incidents].[YEAR(opened_at)]
[Problems].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Styles
Style: axis
[Problems].[number]
display: false
Style: worksheet
cols
display-field-labels: false
Worksheet: Tooltip - Request Breakdown by Priority
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Datasource: Incidents
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
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Type: Automatic
View
Rows: [Requests].[number]
Columns: [Requests].[priority]
Filters: [Requests].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[active]
[Incidents].[priority]
[Incidents].[YEAR(opened_at)]
[Requests].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Styles
Style: axis
[Requests].[number]
display: false
Style: worksheet
cols
display-field-labels: false
Worksheet: Top 10 Items by Requests and YoY Change
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Name
Remote Column: [sqlproxy].[name]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Tooltip: <[Requests].[name]>
Number of Incidents: <[Requests].[ATTR(Current Year Total Cases)]>
YoY Change: <[Requests].[pcdf:ctd:number]>
Mark: [Requests].[ATTR(Current Year Total Cases)]
Type: Automatic
Tooltip: <[Requests].[name]>
Number of Incidents: <[Requests].[ATTR(Current Year Total Cases)]>
YoY Change: <[Requests].[pcdf:ctd:number]>
Mark: [Requests].[pcdf:ctd:number]
Type: Automatic
Tooltip: <[Requests].[name]>
Number of Incidents: <[Requests].[ATTR(Current Year Total Cases)]>
YoY Change: <[Requests].[pcdf:ctd:number]>
View
Rows: [Requests].[name]
Columns: [Requests].[ATTR(Current Year Total Cases)]
[Requests].[pcdf:ctd:number]
Filters: [Requests].[name]
Manual Sorting: [Requests].[name] ASC
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Requests].[name]
[Incidents].[active]
[Incidents].[priority]
Styles
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[Requests].[ATTR(Current Year Total Cases)]
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[Requests].[pcdf:ctd:number]
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Other
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Other
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cols
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rows
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Other
background-color: #f2f2f3
Worksheet: Total Incidents by Category and YoY Change
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Marks
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Type: Automatic
Tooltip: <[Incidents].[category (Incident)]>
Number of Incidents: <[Incidents].[ATTR(Current Year Total Cases)]>
YoY Change: <[Incidents].[pcdf:ctd:number]>
Mark: [Incidents].[ATTR(Current Year Total Cases)]
Type: Automatic
Tooltip: <[Incidents].[category (Incident)]>
Number of Incidents: <[Incidents].[ATTR(Current Year Total Cases)]>
YoY Change: <[Incidents].[pcdf:ctd:number]>
Mark: [Incidents].[pcdf:ctd:number]
Type: Automatic
Tooltip: <[Incidents].[category (Incident)]>
Number of Incidents: <[Incidents].[ATTR(Current Year Total Cases)]>
YoY Change: <[Incidents].[pcdf:ctd:number]>
View
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Columns: [Incidents].[ATTR(Current Year Total Cases)]
[Incidents].[pcdf:ctd:number]
Filters: [Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Manual Sorting: [Incidents].[category (Incident)] ASC
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
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[Incidents].[pcdf:ctd:number]
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Other
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|
| Location | Tableau Server |
| Type | Tableau Workbook |
| Host | http://repository9/#/ |
| Filepath or Database | Tableau Samples/ |
| Document | Toip 20 Accounts |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Sort by N
Role: Continous Measure
Data Type: integer
Formula: 20
Default Value: 20
Parameter Type: range
Measure: Pick a Measure
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: UserRole
Database Object: [UserRole]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Pricebook2
Database Object: [Pricebook2]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Name
Role: Discrete Dimension
Remote Column: [Account].[Name]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Id (Account)
Role: Discrete Dimension
Remote Column: [Account].[Id]
Data Type: string
Dimension: Industry
Role: Discrete Dimension
Remote Column: [Account].[Industry]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Name (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[Name]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Pricebook2
Dimension: CreatedById (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[CreatedDate]
Data Type: datetime
Dimension: Description (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[Description]
Data Type: string
Dimension: Is Standard Price Book
Role: Discrete Dimension
Remote Column: [Pricebook2].[IsStandard]
Data Type: boolean
Dimension: IsActive (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[LastModifiedDate]
Data Type: datetime
Dimension: Price Book Name
Role: Discrete Dimension
Remote Column: [Pricebook2].[Name]
Data Type: string
Dimension: SystemModstamp (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[SystemModstamp]
Data Type: datetime
UserRole
Dimension: Case Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[CaseAccessForAccountOwner]
Data Type: string
Dimension: Contact Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[ContactAccessForAccountOwner]
Data Type: string
Dimension: Developer Name
Role: Discrete Dimension
Remote Column: [UserRole].[DeveloperName]
Data Type: string
Dimension: ForecastUserId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[ForecastUserId]
Data Type: string
Dimension: LastModifiedById (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedDate]
Data Type: datetime
Dimension: May Forecast Manager Share
Role: Discrete Dimension
Remote Column: [UserRole].[MayForecastManagerShare]
Data Type: boolean
Dimension: Name
Role: Discrete Dimension
Remote Column: [UserRole].[Name]
Data Type: string
Dimension: Opportunity Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[OpportunityAccessForAccountOwner]
Data Type: string
Dimension: Parent Role ID
Role: Discrete Dimension
Remote Column: [UserRole].[ParentRoleId]
Data Type: string
Dimension: Portal Type
Role: Discrete Dimension
Remote Column: [UserRole].[PortalType]
Data Type: string
Dimension: PortalAccountId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountId]
Data Type: string
Dimension: SystemModstamp (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[SystemModstamp]
Data Type: datetime
Dimension: User ID1
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountOwnerId]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Sort By
Role: Discrete Dimension
Data Type: integer
Formula: //This is a calculation
// It grabs the parameter value
[Parameters].[Id (Account) Parameter]
Aggregation: Sum
Dimension: Groups
Role: Discrete Dimension
Data Type: string
Formula: //This is an If Statement
// It groups opportunities into big groups won/lost/open
IF [Closed]=TRUE AND [Won]=TRUE
THEN "Closed Won"
ELSEIF [Closed]=TRUE AND [Won]=FALSE
THEN "Closed Lost"
ELSE "Open"
END
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Won
Role: Continous Measure
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: OpportunityId (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Pricebook2
Measure: Id (Price Book)
Role: Continous Measure
Remote Column: [Pricebook2].[Id]
Data Type: string
Aggregation: Count
UserRole
Measure: Id (Role)
Role: Continous Measure
Remote Column: [UserRole].[Id]
Data Type: string
Aggregation: Count
Measure: Description
Role: Continous Measure
Remote Column: [UserRole].[RollupDescription]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: % of Total Expected Value
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It calculates the expected value of accounts selected by user against total
[Expected Value]/
{sum([Expected Value])}
Measure: % of Total Sales
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It calculates the sales of the accounts selected by the user against total
[Sales]/
{sum([Sales])}
Measure: % of Total Wins
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It shows the wins of accounts selected by user against total
[# of Wins]/
{sum([# of Wins])}
Measure: % of Total Open Opp
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It shows oppen opportunities of accounts selected by user against total
[# Open Opp.]/
{sum([# Open Opp.])}
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: //This is an If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: MIN Close Date
Role: Discrete Measure
Data Type: date
Formula: //This is a minimum function
// It shows the minimum value for Close Date
MIN([Close Date])
Measure: Expected Value
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It shows the expected value
{ FIXED [Id (Account)], [Opportunity ID], [Groups]:
SUM([Expected Amount])}
Measure: Pick a Measure Control
Role: Continous Measure
Data Type: real
Formula: //This is a Case Statement
// It is used to control the parameter;
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Expected Amount]
WHEN "2" THEN [Amount (Excl Closed)]
END
Measure: Sales + Pipeline
Role: Continous Measure
Data Type: real
Formula: //This is a calculation combining a Level of Detail calculation and an If Statement
// It shows total amount for selected accounts
ZN(IF [Forecast Category]="Pipeline" OR [Forecast Category]="Closed"
THEN { FIXED [Id (Account)], [Opportunity ID]:
SUM([Amount])} END)
Measure: Amount (Excl Closed)
Role: Continous Measure
Data Type: real
Formula: //This is a calculation combining a Level of Detail calculation (LOD) and an If Statement
// It shows open pipeline amount for selected accounts
ZN(IF [Closed]=TRUE AND [Won]=TRUE
OR [Closed]=FALSE
THEN [Amount]
END)
Measure: Win Rate
Role: Continous Measure
Data Type: real
Formula: //This is a calculated field
//It calculates all opportunities close/won against all opportunities closed
//Calculate total of wins
SUM([# of Wins])
// Divide by number of closed opportunities
/
SUM({ FIXED [Id (Account)], [Opportunity ID]:
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))})
Measure: # of Wins
Role: Continous Measure
Data Type: integer
Formula: //This is a Level of Detail calculation (LOD)
// It shows "1" for each won opportunity
{ FIXED [Id (Account)], [Opportunity ID]:
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=TRUE THEN [Opportunity ID] END))
}
Measure: # of Accounts
Role: Continous Measure
Data Type: integer
Formula: // This is a Count Distinct function
// It is used to count the number of accounts;
COUNTD([Id (Account)])
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail calculation (LOD)to show sales
// Sales are all won/closed oportunities in the pipeline
{ FIXED [Id (Account)], [Opportunity ID]:
SUM(IIF([Won]=TRUE AND [Closed]=TRUE, [Amount], 0))}
Measure: # Open Opp.
Role: Continous Measure
Data Type: integer
Formula: //This is a Level of Detail calculation (LOD)to show all open opportunities
// Open Oportunities are all marked as "Pipeline" in Forecast Category
{ FIXED [Id (Account)], [Opportunity ID]:
ZN(COUNTD(IF [Forecast Category]="Pipeline"
THEN [Opportunity ID]
END))}
Measure: % of Total Amount
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It shows the amount of selected accounts against total amount
[Sales + Pipeline]/
{sum([Sales + Pipeline])}
Measure: MAX Close Date
Role: Discrete Measure
Data Type: date
Formula: MAX([Close Date])
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Parameter
Calculated/Other
Measure: Sort by N
Role: Continous Measure
Data Type: integer
Formula: 20
Default Value: 20
Parameter Type: range
Measure: Pick a Measure
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Top Accounts
Worksheets
Worksheet: Manager Name
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing City]
[Billing Country]
[Billing State/Province]
[Industry]
[Name (User)]
[Show Manager]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
Worksheet: Summary of Accounts
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Full Name]
[Groups]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 1
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% of Total Amount]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Expected Value]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sales + Pipeline]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 4
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Sales]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 2
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Wins]
[# Open Opp.]
[% of Total Open Opp]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 3
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Accounts]
[# of Wins]
[# Open Opp.]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Expected Value]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sales]
[Sort by N]
[Sort By]
[Win Rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: % Total 2
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% of Total Sales]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Sales]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: % Total 3
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Wins]
[# Open Opp.]
[% of Total Open Opp]
[% of Total Wins]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: % Total 1
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% of Total Amount]
[% of Total Expected Value]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Expected Value]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sales + Pipeline]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: City
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Amount (Excl Closed)]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Description]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Pick a Measure Control]
[Pick a Measure]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[UserRole].[RollupDescription]
Worksheet: Breakdown by Industry
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Amount (Excl Closed)]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Pick a Measure Control]
[Pick a Measure]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Top
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Amount (Excl Closed)]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Pick a Measure Control]
[Pick a Measure]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Groups]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Name (User)]
Text: Top <[Parameters].[Id (Account) Parameter]>
Text: Use Options Below to Filter
Text: Æ
Worksheets
Worksheet: % Total 1
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Expected Value
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Close Date
Continous Measure: Expected Value
Continous Measure: Sales + Pipeline
Continous Measure: % of Total Amount
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]> of Total
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #ffffff
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
display: false
text-align: center
vertical-align: center
font-family: Tableau Book
color: #2cb5c0
font-size: 8
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: worksheet
Other
font-family: Tableau Regular
color: #333333
Style: table-div
cols
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #f5f5f5
line-visibility: off
rows
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Worksheet: % Total 2
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Sales
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[SUM(% of Total Expected Value (copy))]> of Total
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
rows
band-color: #00000000
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: worksheet
Other
font-family: Tableau Regular
font-size: 8
color: #333333
Style: table-div
cols
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #ffffff
line-visibility: off
rows
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Worksheet: % Total 3
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Wins
Continous Measure: % of Total Open Opp
Discrete Measure: MIN Close Date
Continous Measure: # of Wins
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]> of Total
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #ffffff
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
display: false
text-align: center
vertical-align: center
font-family: Tableau Book
color: #2cb5c0
font-size: 8
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: worksheet
Other
font-family: Tableau Regular
font-size: 8
color: #333333
Style: table-div
rows
line-visibility: off
cols
div-level: 1
stroke-size: 3
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
cols
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 1
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Close Date
Continous Measure: Expected Value
Continous Measure: Sales + Pipeline
Continous Measure: % of Total Amount
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Expected Value)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 23
background-color: #f2f2f3
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-size: 9
font-family: Tableau Regular
font-weight: normal
color: #333333
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #e6e6e6
rows
line-visibility: off
Style: header-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 2
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Open Opp
Discrete Measure: MIN Close Date
Continous Measure: # of Wins
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 27
background-color: #f2f2f3
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-size: 8
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 4
Style: table-div
cols
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
rows
line-visibility: off
Style: header-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 3
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Close Date
Continous Measure: Expected Value
Continous Measure: Win Rate
Continous Measure: # of Wins
Continous Measure: # of Accounts
Continous Measure: Sales
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[SUM(Expected Value)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 27
background-color: #f2f2f3
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-size: 8
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 4
Style: table-div
cols
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
rows
line-visibility: off
Style: header-div
rows
stroke-size: 3
line-pattern-only: solid
stroke-color: #ffffff
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 4
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[SUM(Sales)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
rows
band-color: #00000000
border-style: none
Style: pane
rows
band-color: #00000000
border-style: none
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: table-div
cols
stroke-size: 5
line-pattern-only: solid
stroke-color: #f5f5f5
div-level: 1
line-visibility: off
rows
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Breakdown by Industry
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Amount)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Mark: [Opportunities (Salesforce)].[Opportunity ID]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Amount)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Mark: [Opportunities (Salesforce)].[Opportunity ID]
Type: Circle
Tooltip: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Amount)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Industry]
Columns: [Opportunities (Salesforce)].[Groups]
([Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Opportunity ID]))
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
auto-subtitle: true
display: false
height: 28
Style: cell
[Opportunities (Salesforce)].[Industry]
height: 25
Style: header
[Opportunities (Salesforce)].[Industry]
width: 140
[Opportunities (Salesforce)].[Groups]
height: 38
Style: label
[Opportunities (Salesforce)].[Industry]
font-family: Tableau Book
font-weight: normal
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Book
[Opportunities (Salesforce)].[Groups]
font-family: Tableau Regular
font-weight: normal
font-size: 9
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dotted
stroke-color: #f28e2b67
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
refline1
line-visibility: on
line-pattern-only: dotted
stroke-color: #f28e2b67
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
line-visibility: on
line-pattern-only: dotted
stroke-color: #f28e2b67
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
Style: gridline
Other
stroke-size: 5
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: table-div
cols
line-visibility: off
rows
stroke-color: #f5f5f5
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
Style: header-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 1
rows
line-visibility: on
line-pattern-only: solid
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: City
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Description
Remote Column: [UserRole].[RollupDescription]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Circle
Tooltip: <[Opportunities (Salesforce)].[Billing City]> | <[Opportunities (Salesforce)].[Billing Country]>
<[Parameters].[Parameter 1]>: <[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Latitude (generated)]
Columns: [Opportunities (Salesforce)].[Longitude (generated)]
Filters: [Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Description]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Description]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
Styles
Style: label
[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
text-format: C1033%
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: false
tab_coastline
enabled: false
pp2_line
enabled: false
light_adm0_bnd
enabled: true
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: false
um_adm0_lbl
enabled: false
light_pp2_statebounds
enabled: true
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: true
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.0
map-style: tableau-light-gray
Style: map-data-layer
Other
palette: tableau-map-blue-green-light
Style: quick-filter
[Opportunities (Salesforce)].[Billing Country]
title: Country
Other
font-family: Tableau Light
Style: quick-filter-title
Other
font-size: 8
font-weight: normal
font-family: Tableau Regular
Worksheet: Manager Name
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Measure: Show Manager
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Manager]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Sheet 15
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary of Accounts
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Discrete Measure: MIN Close Date
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: Summary of Accounts | <[Opportunities (Salesforce)].[MIN Close Date]> to <[Opportunities (Salesforce)].[MIN Close Date (copy)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
background-color: #ffffff
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-family: Tableau Book
color: #2cb5c0
font-size: 8
Style: pane
rows
band-color: #00000000
Other
border-style: none
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: table-div
cols
stroke-size: 5
line-pattern-only: solid
div-level: 1
stroke-color: #f5f5f5
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Tooltip - Breakdown by Opportunity
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: AccountId (Opportunities)
Remote Column: [Opportunities].[AccountId]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
View
Rows: [Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
Filters: [Opportunities (Salesforce)].[Tooltip (Account Name,AccountId (Opportunities),Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
Slices: [Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,AccountId (Opportunities),Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
Styles
Style: axis
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
cols
line-visibility: off
[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
auto-subtitle: true
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 192
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
font-weight: normal
Style: pane
Other
border-style: none
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: gridline
Other
stroke-size: 4
line-visibility: on
line-pattern-only: solid
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: zeroline
Other
stroke-size: 4
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Worksheet: Tooltip - Opportunities by Value and Month
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: AccountId (Opportunities)
Remote Column: [Opportunities].[AccountId]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: 0
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Circle
View
Rows: [Opportunities (Salesforce)].[YEAR(Close Date)]
[Opportunities (Salesforce)].[SUM(0)]
Columns: [Opportunities (Salesforce)].[MONTH(Close Date)]
Filters: [Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
[Opportunities (Salesforce)].[Groups]
Slices: [Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
[Opportunities (Salesforce)].[Groups]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(0)]
display: false
Style: header
[Opportunities (Salesforce)].[YEAR(Close Date)]
background-color: #eef1f3
Style: label
[Opportunities (Salesforce)].[YEAR(Close Date)]
font-family: Tableau Bold
text-align: center
[Opportunities (Salesforce)].[MONTH(Close Date)]
text-format: iLLL
font-family: Tableau Book
font-weight: normal
Style: table
Other
show-null-value-warning: false
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 4
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
stroke-size: 2
line-visibility: on
line-pattern-only: dotted
stroke-color: #666666
rows
stroke-color: #b4b4b4
stroke-size: 2
Style: table-div
rows
stroke-size: 3
stroke-color: #e6e6e6
Style: header-div
rows
stroke-size: 5
stroke-color: #ffffff
Worksheet: Top
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Account Name]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]>
Opportunities:
<Sheet name="Tooltip - Breakdown by Opportunity" maxwidth="300" maxheight="300" filter="<All Fields>">
Breakdown by Month/Year:
<Sheet name="Tooltip - Opportunities by Value and Month" maxwidth="300" maxheight="150" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Account Name]
Columns: [Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Groups] ASC
Slices: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
auto-subtitle: true
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #f5f5f5
rows
tick-color: #00000000
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
tick-color: #00000000
Style: cell
[Opportunities (Salesforce)].[Account Name]
height: 29
Style: header
[Opportunities (Salesforce)].[Account Name]
width: 208
Style: label
[Opportunities (Salesforce)].[Id (Account)]
display: false
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: gridline
Other
stroke-size: 4
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
rows
line-visibility: off
Style: table-div
cols
line-visibility: off
rows
div-level: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 1
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
Other
font-weight: normal
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\ |
| Document | Sample_Workbook_CreatedonServer_Using_Published_Connection.twb |
| Matches | 8 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Cust_Prompt
Role: Continous Measure
Data Type: integer
Formula: 1
Default Value: 1
Parameter Type: list
Datasource: database1
Connection
Data Sources
Data Source: database1
Attributes
channel: http
class: sqlproxy
dbname: database1
directory: dataserver
port: 80
server: repository9
server-ds-friendly-name: database1
username: root
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: database1
Dimension
sqlproxy
Dimension: ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[ID]
Data Type: integer
Aggregation: Count
Dimension: Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[address]
Data Type: string
Aggregation: Count
Dimension: Address Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Address Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id]
Data Type: integer
Aggregation: Sum
Dimension: City
Role: Discrete Dimension
Remote Column: [sqlproxy].[city]
Data Type: string
Aggregation: Count
Dimension: Country (Customer List)
Role: Discrete Dimension
Remote Column: [sqlproxy].[country (customer_list)]
Data Type: string
Aggregation: Count
Dimension: Country
Role: Discrete Dimension
Remote Column: [sqlproxy].[country]
Data Type: string
Aggregation: Count
Dimension: Country Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[country_id]
Data Type: integer
Aggregation: Count
Dimension: create_date (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Create Date
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date]
Data Type: datetime
Aggregation: Year
Dimension: Customer Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[customer_id]
Data Type: integer
Aggregation: Count
Dimension: email (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[email (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Email
Role: Discrete Dimension
Remote Column: [sqlproxy].[email]
Data Type: string
Aggregation: Count
Dimension: first_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: First Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name]
Data Type: string
Aggregation: Count
Dimension: last_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name]
Data Type: string
Aggregation: Count
Dimension: last_update (Custom SQL Query)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query)]
Data Type: datetime
Aggregation: Year
Dimension: last_update (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Country)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (country)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (store)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update]
Data Type: datetime
Aggregation: Year
Dimension: Manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager]
Data Type: string
Aggregation: Count
Dimension: Manager Staff Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager_staff_id]
Data Type: integer
Aggregation: Sum
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[notes]
Data Type: string
Aggregation: Count
Dimension: Phone
Role: Discrete Dimension
Remote Column: [sqlproxy].[phone]
Data Type: string
Aggregation: Count
Dimension: rental_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[rental_date]
Data Type: datetime
Aggregation: Year
Dimension: return_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[return_date]
Data Type: datetime
Aggregation: Year
Dimension: Store
Role: Discrete Dimension
Remote Column: [sqlproxy].[store]
Data Type: string
Aggregation: Count
Dimension: Store Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Store Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id]
Data Type: integer
Aggregation: Sum
Dimension: Zip Code
Role: Discrete Dimension
Remote Column: [sqlproxy].[zip code]
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Formula: 1
Aggregation: Sum
Measure: SID
Role: Continous Measure
Remote Column: [sqlproxy].[SID]
Data Type: integer
Aggregation: Sum
Measure: active (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[active (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Active
Role: Continous Measure
Remote Column: [sqlproxy].[active]
Data Type: integer
Aggregation: Sum
Measure: address_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[address_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: inventory_id
Role: Continous Measure
Remote Column: [sqlproxy].[inventory_id]
Data Type: integer
Aggregation: Sum
Measure: rental_id
Role: Continous Measure
Remote Column: [sqlproxy].[rental_id]
Data Type: integer
Aggregation: Sum
Measure: staff_id
Role: Continous Measure
Remote Column: [sqlproxy].[staff_id]
Data Type: integer
Aggregation: Sum
Measure: store_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[store_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Total Sales
Role: Continous Measure
Remote Column: [sqlproxy].[total_sales]
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Worksheets
Worksheet: Sheet 1
Visible: No
Used Datasources
Datasource: database1
Continous Measure: inventory_id
Remote Column: [sqlproxy].[inventory_id]
Continous Measure: rental_id
Remote Column: [sqlproxy].[rental_id]
Continous Measure: staff_id
Remote Column: [sqlproxy].[staff_id]
Marks
Mark: All
Type: Automatic
View
Rows: [database1].[Measure Names()]
Filters: [database1].[Measure Names()]
Slices: [database1].[Measure Names()]
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Oracle Account Engagement.twbx |
| Matches | 4 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Oracle Eloqua
Connection
Data Sources
Data Source: Oracle Eloqua
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:oracle-eloqua
connectionData: {"connectorName":"Oracle Eloqua","location":{"protocol":"https:","hostname":"connectors.tableau.com","port":"443","host":"https://connectors.tableau.com:443"},"apiUrl":"https://secure.eloqua.com/API/REST","apiScheme":"https","apiDomain":"eloqua.com","oAuth":{"requestTousernameUrl":"--","callbackUrl":"https://connectors.tableau.com:443/oracle/eloqua/1/eloqua.html","authorizationFlowUrl":"https://login.eloqua.com/auth/oauth2/authorize","getAccessTousernameUrl":"https://login.eloqua.com/auth/oauth2/tousername"},"userFilters":{"dateRange":30},"pagination":{"invoicePageSize":10},"selectedCompanyName":"","selectedEntity":"","selectedFilter":"dateRange","baseUrl":"https://secure.p01.eloqua.com","authMode":"Basic","basicAuthUsername":"","basicAuthCompany":""}
connectionName: Eloqua
filename: eloqua.html
path: /oracle/eloqua/1/
port: 443
server: connectors.tableau.com
username: {"user":"","technologyPartner":""}
workgroup-auth-mode: prompt
Tables
Table: Activities - All
Database Object: [activitiesAll]
Connection: Oracle Eloqua
Table: Contacts
Database Object: [contacts]
Connection: Oracle Eloqua
Dimension
Activities - All
Dimension: Activity Date
Role: Discrete Dimension
Remote Column: [Activities - All].[ActivityDate]
Data Type: datetime
Dimension: Activity Id
Role: Discrete Dimension
Remote Column: [Activities - All].[ActivityId]
Data Type: integer
Dimension: Activity Type
Role: Discrete Dimension
Remote Column: [Activities - All].[ActivityType]
Data Type: string
Dimension: Asset Id
Role: Discrete Dimension
Remote Column: [Activities - All].[AssetId]
Data Type: integer
Dimension: Asset Name
Role: Discrete Dimension
Remote Column: [Activities - All].[AssetName]
Data Type: string
Dimension: Asset Type
Role: Discrete Dimension
Remote Column: [Activities - All].[AssetType]
Data Type: string
Dimension: Campaign Id
Role: Discrete Dimension
Remote Column: [Activities - All].[CampaignId]
Data Type: integer
Dimension: Contact Id
Role: Discrete Dimension
Remote Column: [Activities - All].[ContactId]
Data Type: integer
Dimension: Deployment Id
Role: Discrete Dimension
Remote Column: [Activities - All].[DeploymentId]
Data Type: string
Dimension: Duration
Role: Discrete Dimension
Remote Column: [Activities - All].[Duration]
Data Type: string
Dimension: Email Address
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailAddress]
Data Type: string
Dimension: Email Clicked Thru Link
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailClickedThruLink]
Data Type: string
Dimension: Email Recipient Id
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailRecipientId]
Data Type: string
Dimension: Email Send Type
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailSendType]
Data Type: string
Dimension: Email Web Link
Role: Discrete Dimension
Remote Column: [Activities - All].[EmailWebLink]
Data Type: string
Dimension: External Id
Role: Discrete Dimension
Remote Column: [Activities - All].[ExternalId]
Data Type: string
Dimension: First Page View Url
Role: Discrete Dimension
Remote Column: [Activities - All].[FirstPageViewUrl]
Data Type: string
Dimension: Ip Address
Role: Discrete Dimension
Remote Column: [Activities - All].[IpAddress]
Data Type: string
Dimension: Is Web Tracking Opted In
Role: Discrete Dimension
Remote Column: [Activities - All].[IsWebTrackingOptedIn]
Data Type: string
Dimension: Raw Data
Role: Discrete Dimension
Remote Column: [Activities - All].[RawData]
Data Type: string
Dimension: Referrer Url
Role: Discrete Dimension
Remote Column: [Activities - All].[ReferrerUrl]
Data Type: string
Dimension: Subject Line
Role: Discrete Dimension
Remote Column: [Activities - All].[SubjectLine]
Data Type: string
Dimension: Url
Role: Discrete Dimension
Remote Column: [Activities - All].[Url]
Data Type: string
Dimension: Visitor External Id
Role: Discrete Dimension
Remote Column: [Activities - All].[VisitorExternalId]
Data Type: string
Dimension: Visitor Id
Role: Discrete Dimension
Remote Column: [Activities - All].[VisitorId]
Data Type: integer
Dimension: Web Visit Id
Role: Discrete Dimension
Remote Column: [Activities - All].[WebVisitId]
Data Type: integer
Contacts
Dimension: AWS AccountID
Role: Discrete Dimension
Remote Column: [Contacts].[AWS_AccountID]
Data Type: string
Dimension: Account Contact Role
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Contact_Role]
Data Type: string
Dimension: Account Owner
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Owner]
Data Type: string
Dimension: Account Partner Agreement Status
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Partner_Agreement_Status]
Data Type: string
Dimension: Account Partner Program Type
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Partner_Program_Type]
Data Type: string
Dimension: Account Password
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Password]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Contacts].[Account_Type]
Data Type: string
Dimension: Account User Name
Role: Discrete Dimension
Remote Column: [Contacts].[Account_User_Name]
Data Type: string
Dimension: Address 1
Role: Discrete Dimension
Remote Column: [Contacts].[Address_1]
Data Type: string
Dimension: Address 2
Role: Discrete Dimension
Remote Column: [Contacts].[Address_2]
Data Type: string
Dimension: Address 3
Role: Discrete Dimension
Remote Column: [Contacts].[Address_3]
Data Type: string
Dimension: Adused
Role: Discrete Dimension
Remote Column: [Contacts].[Adused]
Data Type: string
Dimension: Analysis Software Used
Role: Discrete Dimension
Remote Column: [Contacts].[Analysis_Software_Used]
Data Type: string
Dimension: Analysis Types
Role: Discrete Dimension
Remote Column: [Contacts].[Analysis_Types]
Data Type: string
Dimension: Annual Revenue
Role: Discrete Dimension
Remote Column: [Contacts].[Annual_Revenue]
Data Type: string
Dimension: Appointment
Role: Discrete Dimension
Remote Column: [Contacts].[Appointment]
Data Type: string
Dimension: Area Of Interest
Role: Discrete Dimension
Remote Column: [Contacts].[Area_Of_Interest]
Data Type: string
Dimension: Asset
Role: Discrete Dimension
Remote Column: [Contacts].[Asset]
Data Type: string
Dimension: Author Profiles - URL
Role: Discrete Dimension
Remote Column: [Contacts].[Author_Profiles__URL]
Data Type: string
Dimension: Authorized User Check on Contact
Role: Discrete Dimension
Remote Column: [Contacts].[Authorized_User_Check_on_Contact]
Data Type: string
Dimension: Bizo ID
Role: Discrete Dimension
Remote Column: [Contacts].[Bizo_ID]
Data Type: string
Dimension: BrightTALK User ID
Role: Discrete Dimension
Remote Column: [Contacts].[BrightTALK_User_ID]
Data Type: string
Dimension: Browser Language - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Browser_Language__Most_Recent]
Data Type: string
Dimension: Business Phone
Role: Discrete Dimension
Remote Column: [Contacts].[Business_Phone]
Data Type: string
Dimension: Buy Registration Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Buy_Registration_Date__Most_Recent]
Data Type: string
Dimension: Buying Horizon
Role: Discrete Dimension
Remote Column: [Contacts].[Buying_Horizon]
Data Type: string
Dimension: CIBC - Trial Portal - TPEP - 2015-02-18
Role: Discrete Dimension
Remote Column: [Contacts].[CIBC__Trial_Portal__TPEP__20150218]
Data Type: string
Dimension: Campaign ID - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Campaign_ID__Most_Recent]
Data Type: string
Dimension: Campaign ID - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Campaign_ID__Original]
Data Type: string
Dimension: Channel Manager
Role: Discrete Dimension
Remote Column: [Contacts].[Channel_Manager]
Data Type: string
Dimension: Channel Manager Email
Role: Discrete Dimension
Remote Column: [Contacts].[Channel_Manager_Email]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Contacts].[City]
Data Type: string
Dimension: Comment 1
Role: Discrete Dimension
Remote Column: [Contacts].[Comment_1]
Data Type: string
Dimension: Comment 2
Role: Discrete Dimension
Remote Column: [Contacts].[Comment_2]
Data Type: string
Dimension: Comment 3
Role: Discrete Dimension
Remote Column: [Contacts].[Comment_3]
Data Type: string
Dimension: Comment - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Comment__Most_Recent]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Contacts].[Company]
Data Type: string
Dimension: Company Revenue
Role: Discrete Dimension
Remote Column: [Contacts].[Company_Revenue]
Data Type: string
Dimension: Company Size
Role: Discrete Dimension
Remote Column: [Contacts].[Company_Size]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[ContactID]
Data Type: integer
Dimension: Contact Owner ID
Role: Discrete Dimension
Remote Column: [Contacts].[Contact_Owner_ID]
Data Type: string
Dimension: Contact Us Request Type
Role: Discrete Dimension
Remote Column: [Contacts].[Contact_Us_Request_Type]
Data Type: string
Dimension: Contacting Date
Role: Discrete Dimension
Remote Column: [Contacts].[Contacting_Date]
Data Type: datetime
Dimension: Country
Role: Discrete Dimension
Remote Column: [Contacts].[Country]
Data Type: string
Dimension: Create Lead Hold
Role: Discrete Dimension
Remote Column: [Contacts].[Create_Lead_Hold]
Data Type: string
Dimension: Customer
Role: Discrete Dimension
Remote Column: [Contacts].[Customer]
Data Type: string
Dimension: Customer Date
Role: Discrete Dimension
Remote Column: [Contacts].[Customer_Date]
Data Type: datetime
Dimension: D&B Annual Sales Indicator
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Annual_Sales_Indicator]
Data Type: string
Dimension: D&B Business Structure
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Business_Structure]
Data Type: string
Dimension: D&B CEO Name
Role: Discrete Dimension
Remote Column: [Contacts].[DB_CEO_Name]
Data Type: string
Dimension: D&B DUNS Number
Role: Discrete Dimension
Remote Column: [Contacts].[DB_DUNS_Number]
Data Type: string
Dimension: D&B Doing Business As
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Doing_Business_As]
Data Type: string
Dimension: D&B Established In
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Established_In]
Data Type: string
Dimension: D&B Industry
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Industry]
Data Type: string
Dimension: D&B SIC Code
Role: Discrete Dimension
Remote Column: [Contacts].[DB_SIC_Code]
Data Type: string
Dimension: D&B Total Employees Indicator
Role: Discrete Dimension
Remote Column: [Contacts].[DB_Total_Employees_Indicator]
Data Type: string
Dimension: Data Geek Profile
Role: Discrete Dimension
Remote Column: [Contacts].[Data_Geek_Profile]
Data Type: string
Dimension: Date Created
Role: Discrete Dimension
Remote Column: [Contacts].[Date_Created]
Data Type: datetime
Dimension: Date Modified
Role: Discrete Dimension
Remote Column: [Contacts].[Date_Modified]
Data Type: datetime
Dimension: Deleted Contact Date
Role: Discrete Dimension
Remote Column: [Contacts].[Deleted_Contact_Date]
Data Type: datetime
Dimension: Deleted Lead Date
Role: Discrete Dimension
Remote Column: [Contacts].[Deleted_Lead_Date]
Data Type: datetime
Dimension: Department
Role: Discrete Dimension
Remote Column: [Contacts].[Department]
Data Type: string
Dimension: Dept
Role: Discrete Dimension
Remote Column: [Contacts].[Dept]
Data Type: string
Dimension: Device
Role: Discrete Dimension
Remote Column: [Contacts].[Device]
Data Type: string
Dimension: ESD Access on Contact
Role: Discrete Dimension
Remote Column: [Contacts].[ESD_Access_on_Contact]
Data Type: string
Dimension: Contact ID EXT
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Contact_ID]
Data Type: string
Dimension: Eloqua GUID
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_GUID]
Data Type: string
Dimension: Eloqua Program
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Program]
Data Type: string
Dimension: Eloqua Slice Hash
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Slice_Hash]
Data Type: string
Dimension: Eloqua Slice Modified Date
Role: Discrete Dimension
Remote Column: [Contacts].[Eloqua_Slice_Modified_Date]
Data Type: datetime
Dimension: Email Address
Role: Discrete Dimension
Remote Column: [Contacts].[Email_Address]
Data Type: string
Dimension: Email Address Domain
Role: Discrete Dimension
Remote Column: [Contacts].[Email_Address_Domain]
Data Type: string
Dimension: Email Display Name
Role: Discrete Dimension
Remote Column: [Contacts].[Email_Display_Name]
Data Type: string
Dimension: Evaluation Team Size
Role: Discrete Dimension
Remote Column: [Contacts].[Evaluation_Team_Size]
Data Type: string
Dimension: External Notification Email
Role: Discrete Dimension
Remote Column: [Contacts].[External_Notification_Email]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Contacts].[Fax]
Data Type: string
Dimension: First Login
Role: Discrete Dimension
Remote Column: [Contacts].[First_Login]
Data Type: datetime
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Contacts].[First_Name]
Data Type: string
Dimension: First and Last Name
Role: Discrete Dimension
Remote Column: [Contacts].[First_and_Last_Name]
Data Type: string
Dimension: Global Parent
Role: Discrete Dimension
Remote Column: [Contacts].[Global_Parent]
Data Type: string
Dimension: HAT Rating
Role: Discrete Dimension
Remote Column: [Contacts].[HAT_Rating]
Data Type: string
Dimension: High Touch?
Role: Discrete Dimension
Remote Column: [Contacts].[High_Touch]
Data Type: string
Dimension: Highest Stage
Role: Discrete Dimension
Remote Column: [Contacts].[Highest_Stage]
Data Type: string
Dimension: ID Number
Role: Discrete Dimension
Remote Column: [Contacts].[IDNumber]
Data Type: string
Dimension: Job Role
Role: Discrete Dimension
Remote Column: [Contacts].[Job_Role]
Data Type: string
Dimension: Keyword - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Keyword__Most_Recent]
Data Type: string
Dimension: Keyword - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Keyword__Original]
Data Type: string
Dimension: Known User
Role: Discrete Dimension
Remote Column: [Contacts].[Known_User]
Data Type: string
Dimension: Language Site - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Language_Site__Most_Recent]
Data Type: string
Dimension: Last Campaign
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Campaign]
Data Type: string
Dimension: Last Email Received Date
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Email_Received_Date]
Data Type: datetime
Dimension: Last Form Submission
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Form_Submission]
Data Type: datetime
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Login]
Data Type: datetime
Dimension: Last Modified by CRM System
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Modified_by_CRM_System]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Name]
Data Type: string
Dimension: Last SFDC Campaign ID
Role: Discrete Dimension
Remote Column: [Contacts].[Last_SFDC_Campaign_ID]
Data Type: string
Dimension: Last SFDC Campaign Name
Role: Discrete Dimension
Remote Column: [Contacts].[Last_SFDC_Campaign_Name]
Data Type: string
Dimension: Last SFDC Campaign Status
Role: Discrete Dimension
Remote Column: [Contacts].[Last_SFDC_Campaign_Status]
Data Type: string
Dimension: Last Visit Date and Time
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Visit_Date_and_Time]
Data Type: string
Dimension: Last Website Visit Date and Time
Role: Discrete Dimension
Remote Column: [Contacts].[Last_Website_Visit_Date_and_Time]
Data Type: datetime
Dimension: Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_ID]
Data Type: string
Dimension: Lead Owner ID
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Owner_ID]
Data Type: string
Dimension: Lead Rating - Historical All-Time (HAT)
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Rating__Historical_AllTime_HAT]
Data Type: string
Dimension: Lead Rating - Last (SPOI)
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Rating__Last_SPOI]
Data Type: string
Dimension: Lead Record Type
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Record_Type]
Data Type: string
Dimension: Lead Score (Contacts)
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Score_247]
Data Type: string
Dimension: Lead Score Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Score_Date__Most_Recent]
Data Type: datetime
Dimension: Lead Source Detail - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source_Detail__Most_Recent]
Data Type: string
Dimension: Lead Source Detail - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source_Detail__Original]
Data Type: string
Dimension: Lead Source - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source__Most_Recent]
Data Type: string
Dimension: Lead Source - Original
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Source__Original]
Data Type: string
Dimension: Lead Stage
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Stage]
Data Type: string
Dimension: Lead Status
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Status]
Data Type: string
Dimension: Lead Type
Role: Discrete Dimension
Remote Column: [Contacts].[Lead_Type]
Data Type: string
Dimension: License Key Offline Activation
Role: Discrete Dimension
Remote Column: [Contacts].[License_Key_Offline_Activation]
Data Type: string
Dimension: MD5 Hashed Business Phone
Role: Discrete Dimension
Remote Column: [Contacts].[MD5_Hashed_Business_Phone]
Data Type: string
Dimension: MD5 Hashed Email Address
Role: Discrete Dimension
Remote Column: [Contacts].[MD5_Hashed_Email_Address]
Data Type: string
Dimension: MD5 Hashed Mobile Phone
Role: Discrete Dimension
Remote Column: [Contacts].[MD5_Hashed_Mobile_Phone]
Data Type: string
Dimension: MSCRM Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[MSCRM_Contact_ID]
Data Type: string
Dimension: MSCRM Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[MSCRM_Lead_ID]
Data Type: string
Dimension: MSLA on File
Role: Discrete Dimension
Remote Column: [Contacts].[MSLA_on_File]
Data Type: string
Dimension: MS CRM Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[MS_CRM_Account_ID]
Data Type: string
Dimension: Marketing Opt Out - For Harvested Names
Role: Discrete Dimension
Remote Column: [Contacts].[Marketing_Opt_Out__For_Harvested_Names]
Data Type: string
Dimension: Master Asset - temp
Role: Discrete Dimension
Remote Column: [Contacts].[Master_Asset__temp]
Data Type: string
Dimension: Microsoft Custom URL
Role: Discrete Dimension
Remote Column: [Contacts].[Microsoft_Custom_URL]
Data Type: string
Dimension: Mobile Phone
Role: Discrete Dimension
Remote Column: [Contacts].[Mobile_Phone]
Data Type: string
Dimension: NNC
Role: Discrete Dimension
Remote Column: [Contacts].[NNC]
Data Type: string
Dimension: Name Analyzer - Gender Results
Role: Discrete Dimension
Remote Column: [Contacts].[Name_Analyzer__Gender_Results]
Data Type: string
Dimension: Name Analyzer - Validation Results
Role: Discrete Dimension
Remote Column: [Contacts].[Name_Analyzer__Validation_Results]
Data Type: string
Dimension: NetSuite Company ID
Role: Discrete Dimension
Remote Column: [Contacts].[NetSuite_Company_ID]
Data Type: string
Dimension: NetSuite Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[NetSuite_Contact_ID]
Data Type: string
Dimension: NetSuite Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[NetSuite_Lead_ID]
Data Type: string
Dimension: No Promo
Role: Discrete Dimension
Remote Column: [Contacts].[No_Promo]
Data Type: string
Dimension: Nurture Track
Role: Discrete Dimension
Remote Column: [Contacts].[Nurture_Track]
Data Type: string
Dimension: Online Trial Exp Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Online_Trial_Exp_Date__Most_Recent]
Data Type: datetime
Dimension: Online Trial Start Date
Role: Discrete Dimension
Remote Column: [Contacts].[Online_Trial_Start_Date]
Data Type: datetime
Dimension: Opt-In
Role: Discrete Dimension
Remote Column: [Contacts].[OptIn]
Data Type: string
Dimension: Opt-in Date
Role: Discrete Dimension
Remote Column: [Contacts].[Optin_Date]
Data Type: datetime
Dimension: Owner
Role: Discrete Dimension
Remote Column: [Contacts].[Owner]
Data Type: string
Dimension: PURL Name (Try)
Role: Discrete Dimension
Remote Column: [Contacts].[PURL_Name_Try]
Data Type: string
Dimension: Parent Account
Role: Discrete Dimension
Remote Column: [Contacts].[Parent_Account]
Data Type: string
Dimension: Partner Agreement on File
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_Agreement_on_File]
Data Type: string
Dimension: Partner Point of Contact
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_Point_of_Contact]
Data Type: string
Dimension: Partner Program Type
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_Program_Type]
Data Type: string
Dimension: Partner TSI Birthday
Role: Discrete Dimension
Remote Column: [Contacts].[Partner_TSI_Birthday]
Data Type: datetime
Dimension: Permission Date
Role: Discrete Dimension
Remote Column: [Contacts].[Permission_Date]
Data Type: datetime
Dimension: Permission Medium
Role: Discrete Dimension
Remote Column: [Contacts].[Permission_Medium]
Data Type: string
Dimension: Permission Source
Role: Discrete Dimension
Remote Column: [Contacts].[Permission_Source]
Data Type: string
Dimension: Platform
Role: Discrete Dimension
Remote Column: [Contacts].[Platform]
Data Type: string
Dimension: Preferred Language
Role: Discrete Dimension
Remote Column: [Contacts].[Preferred_Language]
Data Type: string
Dimension: Primed Date
Role: Discrete Dimension
Remote Column: [Contacts].[Primed_Date]
Data Type: datetime
Dimension: ProServ Opportunty ID
Role: Discrete Dimension
Remote Column: [Contacts].[ProServ_Opportunty_ID]
Data Type: string
Dimension: Processing Control
Role: Discrete Dimension
Remote Column: [Contacts].[Processing_Control]
Data Type: string
Dimension: Qualifying Date
Role: Discrete Dimension
Remote Column: [Contacts].[Qualifying_Date]
Data Type: datetime
Dimension: RBC - Trial Portal - TPEP - 2015-02-18
Role: Discrete Dimension
Remote Column: [Contacts].[RBC__Trial_Portal__TPEP__20150218]
Data Type: string
Dimension: Reason Primed - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Reason_Primed__Most_Recent]
Data Type: string
Dimension: Record Type
Role: Discrete Dimension
Remote Column: [Contacts].[Record_Type]
Data Type: string
Dimension: Referring Website
Role: Discrete Dimension
Remote Column: [Contacts].[Referring_Website]
Data Type: string
Dimension: Referr's Name
Role: Discrete Dimension
Remote Column: [Contacts].[Referrs_Name]
Data Type: string
Dimension: Remarket Date
Role: Discrete Dimension
Remote Column: [Contacts].[Remarket_Date]
Data Type: datetime
Dimension: Remarket Details
Role: Discrete Dimension
Remote Column: [Contacts].[Remarket_Details]
Data Type: string
Dimension: SFDC Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCAccountID]
Data Type: string
Dimension: SFDC Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCContactID]
Data Type: string
Dimension: SFDC Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCLeadID]
Data Type: string
Dimension: SFDC Territory ID
Role: Discrete Dimension
Remote Column: [Contacts].[SFDCTerritoryID]
Data Type: string
Dimension: SFDC Date Created
Role: Discrete Dimension
Remote Column: [Contacts].[SFDC_Date_Created]
Data Type: datetime
Dimension: SFDC EmailOptOut
Role: Discrete Dimension
Remote Column: [Contacts].[SFDC_EmailOptOut]
Data Type: string
Dimension: SFDC Lead Rating
Role: Discrete Dimension
Remote Column: [Contacts].[SFDC_Lead_Rating]
Data Type: string
Dimension: SHA256 Hashed Business Phone
Role: Discrete Dimension
Remote Column: [Contacts].[SHA256_Hashed_Business_Phone]
Data Type: string
Dimension: SHA256 Hashed Email Address
Role: Discrete Dimension
Remote Column: [Contacts].[SHA256_Hashed_Email_Address]
Data Type: string
Dimension: SHA256 Hashed Mobile Phone
Role: Discrete Dimension
Remote Column: [Contacts].[SHA256_Hashed_Mobile_Phone]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Contacts].[SIC_Code]
Data Type: string
Dimension: SalesLogix Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesLogix_Account_ID]
Data Type: string
Dimension: SalesLogix Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesLogix_Contact_ID]
Data Type: string
Dimension: Salesnet Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesnetAccountID]
Data Type: string
Dimension: Salesnet Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[SalesnetContactID]
Data Type: string
Dimension: Salesnet OwnerID
Role: Discrete Dimension
Remote Column: [Contacts].[Salesnet_OwnerID]
Data Type: string
Dimension: Salesperson
Role: Discrete Dimension
Remote Column: [Contacts].[Salesperson]
Data Type: string
Dimension: Salesperson Email
Role: Discrete Dimension
Remote Column: [Contacts].[Salesperson_Email]
Data Type: string
Dimension: Salutation
Role: Discrete Dimension
Remote Column: [Contacts].[Salutation]
Data Type: string
Dimension: Sensitivity
Role: Discrete Dimension
Remote Column: [Contacts].[Sensitivity]
Data Type: string
Dimension: Server Trial End Date
Role: Discrete Dimension
Remote Column: [Contacts].[Server_Trial_End_Date]
Data Type: datetime
Dimension: Server Trial Type
Role: Discrete Dimension
Remote Column: [Contacts].[Server_Trial_Type]
Data Type: string
Dimension: Session
Role: Discrete Dimension
Remote Column: [Contacts].[Session]
Data Type: string
Dimension: SheerID Manual Verification
Role: Discrete Dimension
Remote Column: [Contacts].[SheerID_Manual_Verification]
Data Type: string
Dimension: Siebel OnDemand Account ID
Role: Discrete Dimension
Remote Column: [Contacts].[Siebel_OnDemand_Account_ID]
Data Type: string
Dimension: Siebel OnDemand Contact ID
Role: Discrete Dimension
Remote Column: [Contacts].[Siebel_OnDemand_Contact_ID]
Data Type: string
Dimension: Siebel OnDemand Lead ID
Role: Discrete Dimension
Remote Column: [Contacts].[Siebel_OnDemand_Lead_ID]
Data Type: string
Dimension: Slice Last Modified Date
Role: Discrete Dimension
Remote Column: [Contacts].[Slice_Last_Modified_Date]
Data Type: datetime
Dimension: Slice Prime Exclude
Role: Discrete Dimension
Remote Column: [Contacts].[Slice_Prime_Exclude]
Data Type: string
Dimension: Standard Form
Role: Discrete Dimension
Remote Column: [Contacts].[Standard_Form]
Data Type: string
Dimension: State or Province
Role: Discrete Dimension
Remote Column: [Contacts].[State_or_Province]
Data Type: string
Dimension: StrikeIron Country
Role: Discrete Dimension
Remote Column: [Contacts].[StrikeIron_Country]
Data Type: string
Dimension: Student Verification
Role: Discrete Dimension
Remote Column: [Contacts].[Student_Verification]
Data Type: string
Dimension: Student Verification ID
Role: Discrete Dimension
Remote Column: [Contacts].[Student_Verification_ID]
Data Type: string
Dimension: Student Verification Status
Role: Discrete Dimension
Remote Column: [Contacts].[Student_Verification_Status]
Data Type: string
Dimension: Subscription Page Link
Role: Discrete Dimension
Remote Column: [Contacts].[Subscription_Page_Link]
Data Type: string
Dimension: TAC
Role: Discrete Dimension
Remote Column: [Contacts].[TAC]
Data Type: string
Dimension: TAE
Role: Discrete Dimension
Remote Column: [Contacts].[TAE]
Data Type: string
Dimension: TC14 Confirmation Code - Attendees
Role: Discrete Dimension
Remote Column: [Contacts].[TC14_Confirmation_Code__Attendees]
Data Type: string
Dimension: TFT Course Expiration
Role: Discrete Dimension
Remote Column: [Contacts].[TFT_Course_Expiration]
Data Type: datetime
Dimension: TQL Date
Role: Discrete Dimension
Remote Column: [Contacts].[TQL_Date]
Data Type: datetime
Dimension: T-Shirt Size
Role: Discrete Dimension
Remote Column: [Contacts].[TShirt_Size]
Data Type: string
Dimension: Teleteam Date
Role: Discrete Dimension
Remote Column: [Contacts].[Teleteam_Date]
Data Type: datetime
Dimension: Territory
Role: Discrete Dimension
Remote Column: [Contacts].[Territory]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Contacts].[Title]
Data Type: string
Dimension: Total Pages
Role: Discrete Dimension
Remote Column: [Contacts].[Total_Pages]
Data Type: string
Dimension: Total Visits
Role: Discrete Dimension
Remote Column: [Contacts].[Total_Visits]
Data Type: string
Dimension: Trial Exp Date - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Exp_Date__Most_Recent]
Data Type: datetime
Dimension: Trial Product - Most Recent
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Product__Most_Recent]
Data Type: string
Dimension: Trial Request
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Request]
Data Type: string
Dimension: Trial Start Date
Role: Discrete Dimension
Remote Column: [Contacts].[Trial_Start_Date]
Data Type: datetime
Dimension: Viz ID
Role: Discrete Dimension
Remote Column: [Contacts].[Viz_ID]
Data Type: string
Dimension: Webinar ID
Role: Discrete Dimension
Remote Column: [Contacts].[Webinar_ID]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Contacts].[Website]
Data Type: string
Dimension: Why Remarket?
Role: Discrete Dimension
Remote Column: [Contacts].[Why_Remarket]
Data Type: string
Dimension: Zip or Postal Code
Role: Discrete Dimension
Remote Column: [Contacts].[Zip_or_Postal_Code]
Data Type: string
Dimension: Adgroup
Role: Discrete Dimension
Remote Column: [Contacts].[adgroup]
Data Type: string
Dimension: Db Country
Role: Discrete Dimension
Remote Column: [Contacts].[db_country]
Data Type: string
Dimension: Db Industry
Role: Discrete Dimension
Remote Column: [Contacts].[db_industry]
Data Type: string
Dimension: Db Sic
Role: Discrete Dimension
Remote Column: [Contacts].[db_sic]
Data Type: string
Dimension: Db State
Role: Discrete Dimension
Remote Column: [Contacts].[db_state]
Data Type: string
Dimension: Db Sub Industry
Role: Discrete Dimension
Remote Column: [Contacts].[db_sub_industry]
Data Type: string
Dimension: Db Title
Role: Discrete Dimension
Remote Column: [Contacts].[db_title]
Data Type: string
Dimension: Db Web Site
Role: Discrete Dimension
Remote Column: [Contacts].[db_web_site]
Data Type: string
Dimension: Db Zip
Role: Discrete Dimension
Remote Column: [Contacts].[db_zip]
Data Type: string
Dimension: Distribution
Role: Discrete Dimension
Remote Column: [Contacts].[distribution]
Data Type: string
Dimension: Email Notification
Role: Discrete Dimension
Remote Column: [Contacts].[email_notification]
Data Type: string
Dimension: Job Level
Role: Discrete Dimension
Remote Column: [Contacts].[job_level]
Data Type: string
Dimension: Referring Keyword
Role: Discrete Dimension
Remote Column: [Contacts].[referring_keyword]
Data Type: string
Dimension: Referring Source
Role: Discrete Dimension
Remote Column: [Contacts].[referring_source]
Data Type: string
Dimension: zzLead Score - TEST
Role: Discrete Dimension
Remote Column: [Contacts].[zzLead_Score__TEST]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Measure
Activities - All
Measure: Number Of Pages
Role: Continous Measure
Remote Column: [Activities - All].[NumberOfPages]
Data Type: integer
Contacts
Measure: Confidence Level
Role: Continous Measure
Remote Column: [Contacts].[Confidence_Level]
Data Type: real
Measure: D&B Annual Sales
Role: Continous Measure
Remote Column: [Contacts].[DB_Annual_Sales]
Data Type: real
Measure: D&B Total Employees
Role: Continous Measure
Remote Column: [Contacts].[DB_Total_Employees]
Data Type: real
Measure: Do Not Process
Role: Continous Measure
Remote Column: [Contacts].[Do_Not_Process]
Data Type: real
Measure: Eloqua Slice Score
Role: Continous Measure
Remote Column: [Contacts].[Eloqua_Slice_Score]
Data Type: real
Measure: Eloqua Slice Score - Enterprise
Role: Continous Measure
Remote Column: [Contacts].[Eloqua_Slice_Score__Enterprise]
Data Type: real
Measure: LS - High Value Website Content
Role: Continous Measure
Remote Column: [Contacts].[LS__High_Value_Website_Content]
Data Type: real
Measure: Lead Score
Role: Continous Measure
Remote Column: [Contacts].[Lead_Score]
Data Type: real
Measure: Lead Score - Historical All-Time (HAT)
Role: Continous Measure
Remote Column: [Contacts].[Lead_Score__Historical_AllTime_HAT]
Data Type: real
Measure: Lead Score - TEST
Role: Continous Measure
Remote Column: [Contacts].[Lead_Score__TEST]
Data Type: real
Measure: Open Grade
Role: Continous Measure
Remote Column: [Contacts].[Open_Grade]
Data Type: real
Measure: Slice Score
Role: Continous Measure
Remote Column: [Contacts].[Slice_Score]
Data Type: real
Measure: Slice Score - Enterprise
Role: Continous Measure
Remote Column: [Contacts].[Slice_Score__Enterprise]
Data Type: real
Measure: Trial Task Exclusion
Role: Continous Measure
Remote Column: [Contacts].[Trial_Task_Exclusion]
Data Type: real
Measure: Db Annual Sales
Role: Continous Measure
Remote Column: [Contacts].[db_annual_sales]
Data Type: real
Measure: Db Employee Count
Role: Continous Measure
Remote Column: [Contacts].[db_employee_count]
Data Type: real
Measure: Industry
Role: Continous Measure
Remote Column: [Contacts].[Industry]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Activies Total
Role: Continous Measure
Data Type: integer
Formula: // It is a COUNTD expression
// It returns the number of distinc activity IDs
COUNTD([ActivityId])
Measure: Contacts Total
Role: Continous Measure
Data Type: integer
Formula: // It is a COUNTD expression
// It returns the number of distinc contact IDs
COUNTD([ContactID])
Measure: Activities per Contact
Role: Continous Measure
Data Type: real
Formula: // It is an expression
// It calculates the number of activities per contact
COUNTD([ActivityId])/COUNTD([ContactId])
Measure: Total Web Visits
Role: Continous Measure
Data Type: integer
Formula: // It is a calculation combining a COUNTD expression and an IF statement
// It counts the IDs of all distinct activties marked as "webvisit"
COUNTD(IF [ActivityType]= "WebVisit"
THEN [ActivityId]
END)
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Total Forms Submitted
Role: Continous Measure
Data Type: integer
Formula: // It is a calculation combining a COUNTD expression and an IF statement
// It counts the IDs of all distinct activties marked as "formsubmit"
COUNTD(IF [ActivityType]= "FormSubmit"
THEN [ActivityId]
END)
Measure: Total Page Views
Role: Continous Measure
Data Type: integer
Formula: // It is a calculation combining a COUNTD expression and an IF statement
// It counts the IDs of all distinct activties marked as "pageview"
COUNTD(IF [ActivityType]= "PageView"
THEN [ActivityId]
END)
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Account Engagement
Worksheets
Worksheet: Title
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Type]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityType]
Worksheet: Control Activity Type
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Type]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityType]
Worksheet: Summary
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activies Total]
[Activities per Contact]
[Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Contact Id]
[Contact ID]
[Contacts Total]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Activities - All].[ContactId]
[Contacts].[Company]
[Contacts].[ContactID]
[Contacts].[Industry]
Worksheet: Summary (2)
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
[Total Forms Submitted]
[Total Page Views]
[Total Web Visits]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Activities
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Contacts
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[First and Last Name]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[First_and_Last_Name]
[Contacts].[Industry]
Worksheet: Timeline of Activity
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Weekday
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Worksheet: Hour
Datasources: Oracle Eloqua
Used Dimensions & Measures: [Activity Date]
[Activity Id]
[Activity Type]
[Company]
[Industry]
Used Remote Columns: [Activities - All].[ActivityDate]
[Activities - All].[ActivityId]
[Activities - All].[ActivityType]
[Contacts].[Company]
[Contacts].[Industry]
Dashboard Objects:
Filter: [Oracle Eloqua].[Company]
Filter: [Oracle Eloqua].[Industry]
Filter: [Oracle Eloqua].[DAY(ActivityDate)]
Text: <Sheet Name>
Text: Accounts
Text: Contacts
Text: Company
Text: Total Activity
Text: % of Activity by Type
Text: Name
Text: Company
Text: Total Activity
Text: % Activity by Type
Worksheets
Worksheet: Activities
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Automatic
Tooltip: <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a company to filter dashboard and show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a company to filter dashboard and show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a company to filter dashboard and show related contacts
View
Rows: [Oracle Eloqua].[Company]
Columns: [Oracle Eloqua].[ActivityId]
[Oracle Eloqua].[ActivityId]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
auto-subtitle: true
Other
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: cell
[Oracle Eloqua].[Company]
height: 26
Style: header
[Oracle Eloqua].[Company]
width: 222
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 2
Style: zeroline
Other
stroke-color: #1b1b1b
stroke-size: 3
line-visibility: off
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #f5f5f5
rows
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
div-level: 1
Style: header-div
rows
stroke-size: 4
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
cols
stroke-color: #f28e2b
line-pattern-only: solid
line-visibility: off
Style: quick-filter
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
color: #555555
Worksheet: Contacts
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: First and Last Name
Remote Column: [Contacts].[First_and_Last_Name]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Automatic
Tooltip: <[Oracle Eloqua].[First_and_Last_Name]> | <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a campaign to show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[First_and_Last_Name]> | <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a campaign to show related contacts
Mark: [Oracle Eloqua].[ActivityId]
Type: Automatic
Tooltip: <[Oracle Eloqua].[First_and_Last_Name]> | <[Oracle Eloqua].[Company]>
<[Oracle Eloqua].[ActivityType]>: <[Oracle Eloqua].[ActivityId]>
Activities: <[Oracle Eloqua].[ActivityId]>
Click a campaign to show related contacts
View
Rows: [Oracle Eloqua].[First_and_Last_Name]
[Oracle Eloqua].[Company]
Columns: [Oracle Eloqua].[ActivityId]
[Oracle Eloqua].[ActivityId]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
auto-subtitle: true
Other
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: cell
[Oracle Eloqua].[Company]
height: 26
height: 26
Style: header
[Oracle Eloqua].[Company]
width: 224
width: 176
[Oracle Eloqua].[First_and_Last_Name]
width: 152
Style: label
[Oracle Eloqua].[ActivityId]
text-format: p0%
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
cols
stroke-size: 2
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
stroke-color: #1b1b1b
stroke-size: 3
line-visibility: off
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #f5f5f5
rows
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: header-div
cols
line-visibility: off
rows
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
Worksheet: Control Activity Type
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Marks
Mark: All
Type: Shape
Label: <[Oracle Eloqua].[ActivityType]>
Tooltip: Click to filter dashboard | Show only <[Oracle Eloqua].[ActivityType]> activity
View
Columns: [Oracle Eloqua].[ActivityType]
Filters: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Manual Sorting: [Oracle Eloqua].[ActivityType] ASC
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: label
[Oracle Eloqua].[ActivityType]
display: false
Style: table
Other
background-color: #00000000
Style: worksheet
cols
display-field-labels: false
Style: table-div
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Oracle Eloqua].[DAY(ActivityDate)]
title: Day of Activity Date
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
Worksheet: Hour
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Bar
Tooltip: <[Oracle Eloqua].[HOUR(ActivityDate)]>h
Activity Type: <[Oracle Eloqua].[ActivityType]>
Number of Activities: <[Oracle Eloqua].[ActivityId]>
View
Rows: [Oracle Eloqua].[ActivityId]
Columns: [Oracle Eloqua].[HOUR(ActivityDate)]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
[Oracle Eloqua].[HOUR(ActivityDate)]
height: 22
cols
stroke-size: 4
rows
line-visibility: off
Style: label
[Oracle Eloqua].[HOUR(ActivityDate)]
text-orientation: 0
font-weight: normal
font-size: 9
Style: worksheet
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 3
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: table-div
rows
stroke-size: 3
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Contact ID
Remote Column: [Contacts].[ContactID]
Discrete Dimension: Contact Id
Remote Column: [Activities - All].[ContactId]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Continous Measure: Activies Total
Continous Measure: Contacts Total
Continous Measure: Activities per Contact
Marks
Mark: All
Type: Automatic
Label: <[Oracle Eloqua].[Multiple Values]>
View
Columns: [Oracle Eloqua].[Measure Names()]
Filters: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Manual Sorting: [Oracle Eloqua].[Measure Names()] ASC
Slices: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: cell
[Oracle Eloqua].[Multiple Values]
text-format: *#,##0.00;-#,##0.00
Style: header
[Oracle Eloqua].[Measure Names()]
height: 46
background-color: #f2f2f3
Style: label
[Oracle Eloqua].[Measure Names()]
font-family: Tableau Regular
color: #333333
font-size: 9
Style: pane
Other
border-style: none
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
stroke-color: #fb1b3c
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
div-level: 1
Style: header-div
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #eef1f3
Worksheet: Summary (2)
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Continous Measure: Total Web Visits
Continous Measure: Total Forms Submitted
Continous Measure: Total Page Views
Marks
Mark: All
Type: Automatic
Label: <[Oracle Eloqua].[Multiple Values]>
View
Columns: [Oracle Eloqua].[Measure Names()]
Filters: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Manual Sorting: [Oracle Eloqua].[Measure Names()] ASC
Slices: [Oracle Eloqua].[Measure Names()]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: header
[Oracle Eloqua].[Measure Names()]
height: 46
background-color: #f2f2f3
Other
width-header: 10
Style: label
[Oracle Eloqua].[Measure Names()]
font-family: Tableau Regular
color: #333333
font-size: 9
Style: pane
Other
border-style: none
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
stroke-color: #fb1b3c
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
div-level: 1
Style: header-div
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #eef1f3
Worksheet: Timeline of Activity
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Bar
Tooltip: <[Oracle Eloqua].[HOUR(ActivityDate)]>h
Activity Type: <[Oracle Eloqua].[ActivityType]>
Number of Activities: <[Oracle Eloqua].[ActivityId]>
View
Rows: [Oracle Eloqua].[ActivityId]
Columns: [Oracle Eloqua].[HOUR(ActivityDate)]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[HOUR(ActivityDate)]
auto-subtitle: true
height: 25
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
cols
stroke-size: 4
rows
line-visibility: off
Style: label
[Oracle Eloqua].[HOUR(ActivityDate)]
font-size: 9
Style: gridline
Other
stroke-size: 3
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: table-div
rows
stroke-size: 3
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Title
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Marks
Mark: All
Type: Automatic
Label: <[Oracle Eloqua].[ActivityType]>
View
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: table
Other
background-color: #f2f2f3
Worksheet: Weekday
Visible: No
Used Datasources
Datasource: Oracle Eloqua
Discrete Dimension: Activity Date
Remote Column: [Activities - All].[ActivityDate]
Discrete Dimension: Activity Id
Remote Column: [Activities - All].[ActivityId]
Discrete Dimension: Activity Type
Remote Column: [Activities - All].[ActivityType]
Discrete Dimension: Company
Remote Column: [Contacts].[Company]
Discrete Dimension: Industry
Remote Column: [Contacts].[Industry]
Marks
Mark: All
Type: Bar
Tooltip: Day: <[Oracle Eloqua].[WEEKDAY(ActivityDate)]>
Activity Type: <[Oracle Eloqua].[ActivityType]>
Number of Activities: <[Oracle Eloqua].[ActivityId]>
View
Rows: [Oracle Eloqua].[ActivityId]
Columns: [Oracle Eloqua].[WEEKDAY(ActivityDate)]
Filters: [Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[DAY(ActivityDate)]
Slices: [Oracle Eloqua].[ActivityType]
[Oracle Eloqua].[ActivityDate]
[Oracle Eloqua].[Company]
[Oracle Eloqua].[Industry]
[Oracle Eloqua].[Action (Activity Type)]
[Oracle Eloqua].[Action (Company Name)]
[Oracle Eloqua].[Action (Company)]
[Oracle Eloqua].[DAY(ActivityDate)]
Styles
Style: axis
[Oracle Eloqua].[ActivityId]
auto-subtitle: true
[Oracle Eloqua].[WEEKDAY(ActivityDate)]
height: 22
cols
stroke-size: 4
rows
line-visibility: off
Style: label
[Oracle Eloqua].[WEEKDAY(ActivityDate)]
text-format: ieeeee
text-orientation: 0
font-size: 9
Style: worksheet
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 3
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: table-div
rows
stroke-size: 3
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Quarterly Sales.twbx |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Choose Yearly Goal
Role: Continous Measure
Data Type: integer
Formula: 800000
Default Value: 800000
Parameter Type: range
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Table: Opportunity Owner
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: UserRole
Database Object: [UserRole]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: Email (User)
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: SmallPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User) #1
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Forecast Category
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Opportunity Owner
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[AccountId]
Data Type: string
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Division]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Email]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Full Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Name]
Data Type: string
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ReceivesInfoEmails]
Data Type: boolean
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[IsActive]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastLoginDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LastModifiedDate]
Data Type: datetime
Dimension: Lightning Experience Preferred
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[SmallPhotoUrl]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: Sort Feed By Comment
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Title]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Opportunity Owner].[PostalCode]
Data Type: string
OpportunityLineItem
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
UserRole
Dimension: Case Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[CaseAccessForAccountOwner]
Data Type: string
Dimension: Contact Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[ContactAccessForAccountOwner]
Data Type: string
Dimension: Description
Role: Discrete Dimension
Remote Column: [UserRole].[RollupDescription]
Data Type: string
Dimension: Developer Name
Role: Discrete Dimension
Remote Column: [UserRole].[DeveloperName]
Data Type: string
Dimension: ForecastUserId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[ForecastUserId]
Data Type: string
Dimension: LastModifiedById (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedDate]
Data Type: datetime
Dimension: May Forecast Manager Share
Role: Discrete Dimension
Remote Column: [UserRole].[MayForecastManagerShare]
Data Type: boolean
Dimension: Name
Role: Discrete Dimension
Remote Column: [UserRole].[Name]
Data Type: string
Dimension: Opportunity Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[OpportunityAccessForAccountOwner]
Data Type: string
Dimension: Parent Role ID
Role: Discrete Dimension
Remote Column: [UserRole].[ParentRoleId]
Data Type: string
Dimension: Portal Type
Role: Discrete Dimension
Remote Column: [UserRole].[PortalType]
Data Type: string
Dimension: PortalAccountId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountId]
Data Type: string
Dimension: SystemModstamp (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[SystemModstamp]
Data Type: datetime
Dimension: User ID1
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountOwnerId]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Quarters to Label
Role: Discrete Dimension
Data Type: datetime
Formula: //This is an If Statement
// It shows only selected quarters to be labeled in the chart
IF [Quarters]<>'Other Qs' THEN DATETRUNC('quarter', [Close Date])
END
Dimension: Quarters
Role: Discrete Dimension
Data Type: string
Formula: //This is a nested IF Statement
//It queries the data for the current quarter, previous quarter and same quarter last year
//Doing so via two possible routes depending on if the data is past or present
//Looking at the difference in quarters between dates
//First, Query the data to see if the latest close date is before today's date
IF
{MAX([Close Date])} < TODAY()
//IF the latest close date is before today's date, i.e. the data is past, then follow this route:
THEN
//query the data for rows that have dates within the latest quarter and label them as current quarter
(IF
DATEDIFF('quarter', {MAX([CreatedDate (Opportunities)])}, [Close Date]) = 0
THEN
'Current Q'
//query the data for rows that have dates within the previous quarter and label as previous quarter
ELSEIF
DATEDIFF('quarter', {MAX([CreatedDate (Opportunities)])}, [Close Date]) = -1
THEN
'Previous Q'
//query the data for rows that have dates of the same quarter last year and label as same quarter last year
ELSEIF
DATEDIFF('quarter', {MAX([CreatedDate (Opportunities)])}, [Close Date]) = -4
THEN
'Same Q Last Year'
// Label remaining quarters as other
ELSE
'Other Qs'
END)
//IF the latest close date is greater than or equal to today's date, i.e. the data is present, then follow this route:
ELSE
//query the data for rows that have dates within the latest quarter and label them as current quarter
(IF
DATEDIFF('quarter', TODAY(), [Close Date]) = 0
THEN
'Current Q'
//query the data for rows that have dates within the previous quarter and label as previous quarter
ELSEIF
DATEDIFF('quarter', TODAY(), [Close Date]) = -1
THEN
'Previous Q'
//query the data for rows that have dates of the same quarter last year and label as same quarter last year
ELSEIF
DATEDIFF('quarter', TODAY(), [Close Date]) = -4
THEN
'Same Q Last Year'
// Label remaining quarters as other
ELSE
'Other Qs'
END)
END
Dimension: Week number
Role: Discrete Dimension
Data Type: real
Formula: //This is a DatePart function combined with a DateTrunc function
// It shows week numbers restarting every quarter
FLOAT(DATEDIFF('week', DATETRUNC('quarter', [Close Date]),[Close Date])+1)
Dimension: Days Before EOQ
Role: Continous Dimension
Data Type: integer
Formula: // This is a DateDiff function combined with a DateTrunc function
// It shows remaining days to the end of the quarter
DATEDIFF("day",TODAY(), dateadd("day", -1, dateadd("quarter", 1, DATETRUNC("quarter",TODAY()))))
Aggregation: Sum
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Deleted
Role: Continous Measure
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Aggregation: Count
Measure: Master Record ID
Role: Continous Measure
Remote Column: [Account].[MasterRecordId]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Measure: Parent Account ID
Role: Continous Measure
Remote Column: [Account].[ParentId]
Data Type: string
Aggregation: Count
Measure: Billing Street
Role: Continous Measure
Remote Column: [Account].[BillingStreet]
Data Type: string
Aggregation: Count
Measure: Shipping Street
Role: Continous Measure
Remote Column: [Account].[ShippingStreet]
Data Type: string
Aggregation: Count
Measure: Account Phone
Role: Continous Measure
Remote Column: [Account].[Phone]
Data Type: string
Aggregation: Count
Measure: Account Fax
Role: Continous Measure
Remote Column: [Account].[Fax]
Data Type: string
Aggregation: Count
Measure: Website
Role: Continous Measure
Remote Column: [Account].[Website]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Aggregation: Sum
Measure: Owner ID
Role: Continous Measure
Remote Column: [Account].[OwnerId]
Data Type: string
Aggregation: Count
Measure: CreatedDate (Account)
Role: Continous Measure
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Aggregation: Year
Measure: CreatedById (Account)
Role: Continous Measure
Remote Column: [Account].[CreatedById]
Data Type: string
Aggregation: Count
Measure: LastModifiedDate (Account)
Role: Continous Measure
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Aggregation: Year
Measure: LastModifiedById (Account)
Role: Continous Measure
Remote Column: [Account].[LastModifiedById]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Account)
Role: Continous Measure
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Aggregation: Year
Measure: Last Activity
Role: Continous Measure
Remote Column: [Account].[LastActivityDate]
Data Type: date
Aggregation: Year
Measure: Data.com Key
Role: Continous Measure
Remote Column: [Account].[Jigsaw]
Data Type: string
Aggregation: Count
Measure: Jigsaw Company ID
Role: Continous Measure
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Aggregation: Count
Measure: Account Source
Role: Continous Measure
Remote Column: [Account].[AccountSource]
Data Type: string
Aggregation: Count
Measure: SIC Description
Role: Continous Measure
Remote Column: [Account].[SicDesc]
Data Type: string
Aggregation: Count
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: IsDeleted (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Aggregation: Count
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Probability (%)
Role: Continous Measure
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Measure: Next Step
Role: Continous Measure
Remote Column: [Opportunities].[NextStep]
Data Type: string
Aggregation: Count
Measure: Lead Source
Role: Continous Measure
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category1
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Aggregation: Count
Measure: Campaign ID
Role: Continous Measure
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Aggregation: Count
Measure: Has Line Item
Role: Continous Measure
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Aggregation: Count
Measure: Price Book ID
Role: Continous Measure
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Aggregation: Count
Measure: CreatedById (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Aggregation: Count
Measure: LastModifiedDate (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Aggregation: Year
Measure: LastModifiedById (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Aggregation: Year
Measure: LastActivityDate (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Aggregation: Year
Measure: Fiscal Quarter
Role: Continous Measure
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Aggregation: Sum
Measure: Fiscal Year
Role: Continous Measure
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Aggregation: Sum
Measure: Fiscal Period
Role: Continous Measure
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Aggregation: Count
Opportunity Owner
Measure: User ID
Role: Continous Measure
Remote Column: [Opportunity Owner].[Id]
Data Type: string
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: Line Description
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Aggregation: Count
Measure: Created Date
Role: Continous Measure
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Aggregation: Year
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Measure: Name (Product)
Role: Continous Measure
Remote Column: [Product2].[Name]
Data Type: string
Aggregation: Count
UserRole
Measure: Id (Role)
Role: Continous Measure
Remote Column: [UserRole].[Id]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: MIN Date
Role: Discrete Measure
Data Type: date
Formula: // This is a calculation using the minimum function
// It shows the Min Date in the selection
MIN([Close Date])
Measure: MAX date
Role: Discrete Measure
Data Type: datetime
Formula: // This is a calculation using the maximum function
// It shows the Max Date in the selection
MAX([Created Date])
Measure: AVG Sales (reference line)
Role: Continous Measure
Data Type: real
Formula: // This is a Level of Detail Calculation
// It shows the average value for sales
{ FIXED [Close Date]: AVG([Sales])}
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: Sales and Pipeline
Role: Continous Measure
Data Type: real
Formula: //This is an If Statement
// It shows the amount for opportunities either closed or in the open pipeline
IF [Forecast Category]="Closed"
OR [Forecast Category]="Pipeline"
THEN [Amount]
END
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: //This is an If Statement
// It shows the amount if an opportunity is won
IF [Forecast Category]="Closed" AND
[Won]=true THEN
ifnull([Amount],0)
ELSE 0
END
Measure: Number of Deals
Role: Continous Measure
Data Type: integer
Formula: //This is an If Statement combined with a Count Distinct function
// It counts each opportunities if the opportunity is closed and won
IFNULL(COUNTD(IF [Closed]=True
AND [Won]=True
THEN [Opportunity ID]
END),0)
Measure: Max Year
Role: Continous Measure
Data Type: integer
Formula: //This is a DatePart function combined with a DateTrunc function
//It compares all Close Dates to show wich is the maximum year in a dataset
DATEPART('year',{MAX(DATETRUNC('year',[Created Date]))})
Measure: Avg Deal Size
Role: Continous Measure
Data Type: real
Formula: // This is a calculation showing the average size of a deal
SUM([Sales])/
[Number of Deals]
Measure: Sales for Max Quarter in Dataset
Role: Discrete Measure
Data Type: real
Formula: // This is a DateTrunc function combined with a Max function
//It compares all Close Dates to show the max quarter in the dataset
IF DATETRUNC('quarter', [Close Date])=DATETRUNC('quarter', {MAX([CreatedDate (Opportunities)])})
THEN [Sales]
END
Measure: Goal
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It compares the goal defined by the user with the total sales for last quarter
IF SUM([Sales for Max Quarter in Dataset])>= [Parameters].[Parameter 1]
THEN "Reached"
ELSE "Not Reached"
END
Measure: % to goal
Role: Continous Measure
Data Type: real
Formula: // This is a calculation
// It compares the total sales against the goal defined by the user
(SUM([Sales for Max Quarter in Dataset])-[Parameters].[Parameter 1])/
[Parameters].[Parameter 1]
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Open Pipeline
Role: Continous Measure
Data Type: real
Formula: // Show total Open Pipeline
IF [Forecast Category]="Pipeline" THEN
ifnull([Amount],0)
ELSE 0
END
Parameter
Calculated/Other
Measure: Choose Yearly Goal
Role: Continous Measure
Data Type: integer
Formula: 800000
Default Value: 800000
Parameter Type: range
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Quarterly Sales Result
Worksheets
Worksheet: Manager
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Name (User)]
[Show Manager]
Used Remote Columns: [Manager].[Name]
Worksheet: Header Top Numbers
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Created Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Industry]
[Line Description]
[MAX date]
[MIN Date]
[Name (Product)]
[Name (User)]
[Opportunity Type]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[CreatedDate]
[OpportunityLineItem].[Description]
[Product2].[Name]
Worksheet: Summary of Sales
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[Avg Deal Size]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Created Date]
[Days Before EOQ]
[Forecast Category]
[Full Name]
[Industry]
[Line Description]
[MAX date]
[MIN Date]
[Name (Product)]
[Name (User)]
[Number of Deals]
[Open Pipeline]
[Opportunity ID]
[Opportunity Type]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[CreatedDate]
[OpportunityLineItem].[Description]
[Product2].[Name]
Worksheet: Sales by Day
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[AVG Sales (reference line)]
[Billing Country]
[Billing State/Province]
[Close Date]
[Forecast Category]
[Full Name]
[Industry]
[Line Description]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[Sales and Pipeline]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[Description]
[Product2].[Name]
Worksheet: Breakdown by Salespeople
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[Billing Country]
[Billing State/Province]
[Close Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[Sales and Pipeline]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[Product2].[Name]
Worksheet: Quarter Goal
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% to goal]
[Amount]
[Billing Country]
[Billing State/Province]
[Choose Yearly Goal]
[Close Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Goal]
[Name (User)]
[Opportunity Type]
[Sales for Max Quarter in Dataset]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
Worksheet: Cumulative Sales - Quarter Comparative
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Amount]
[Billing Country]
[Billing State/Province]
[Close Date]
[CreatedDate (Opportunities)]
[Forecast Category]
[Full Name]
[Line Description]
[Name (User)]
[Opportunity Type]
[Quarters to Label]
[Quarters]
[Sales]
[Week number]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[IsWon]
[Opportunities].[Type]
[Opportunity Owner].[Name]
[OpportunityLineItem].[Description]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Opportunity Type]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Billing State/Province]
Filter: [Opportunities (Salesforce)].[DAY(Close Date)]
Filter: [Opportunities (Salesforce)].[Name (User)]
Filter: [Opportunities (Salesforce)].[Name (Product)]
Text: Use Options Below to Filter
Text: Æ
Text: Quarter Goal
Worksheets
Worksheet: Breakdown by Salespeople
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales and Pipeline
Continous Measure: Sales
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Full Name]>
Total <[Opportunities (Salesforce)].[Forecast Category]>: <[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Full Name]
Columns: [Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
Filters: [Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Name (Product)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales)]
height: 32
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
auto-subtitle: true
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
tick-color: #00000000
rows
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
Style: cell
[Opportunities (Salesforce)].[Full Name]
height: 26
Style: header
[Opportunities (Salesforce)].[Full Name]
width: 112
Style: label
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
font-size: 8
[Opportunities (Salesforce)].[Full Name]
font-size: 8
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
font-weight: normal
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 2
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Cumulative Sales - Quarter Comparative
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Quarters to Label
Discrete Dimension: Quarters
Discrete Dimension: Week number
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Marks
Mark: All
Type: Line
Tooltip: <[Opportunities (Salesforce)].[QUARTER(Close Date)]> | Week <[Opportunities (Salesforce)].[Week number]>
Sales: <[Opportunities (Salesforce)].[SUM(Sales)]>
View
Rows: [Opportunities (Salesforce)].[SUM(Sales)]
Columns: [Opportunities (Salesforce)].[Week number]
Filters: [Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
Manual Sorting: [Opportunities (Salesforce)].[Quarters] ASC
Slices: [Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: axis
[Opportunities (Salesforce)].[QUARTER(Close Date)]
height: 21
[Opportunities (Salesforce)].[YEAR(Close Date)]
height: 21
[Opportunities (Salesforce)].[Week number]
auto-subtitle: true
[Opportunities (Salesforce)].[SUM(Sales)]
auto-subtitle: true
Other
stroke-color: #d4d4d4
line-pattern-only: solid
line-visibility: off
cols
tick-color: #00000000
Style: header
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[SUM(Sales)]
font-family: Tableau Book
font-family: Tableau Book
font-family: Tableau Book
font-size: 8
[Opportunities (Salesforce)].[QUARTER(Close Date)]
font-family: Tableau Book
[Opportunities (Salesforce)].[Week number]
font-family: Tableau Book
font-size: 8
[Opportunities (Salesforce)].[YEAR(Close Date)]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
Style: dropline
cols
line-visibility: off
Style: refline
refline0
line-visibility: off
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 2
cols
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 1
stroke-color: #d4d4d4
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
cols
line-pattern-only: solid
stroke-size: 4
line-visibility: off
Style: table-div
rows
stroke-color: #c0c0c0
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Style: legend
[Opportunities (Salesforce)].[Quarters]
col-width: 140
Other
background-color: #ffffff
font-size: 8
color: #555555
Style: legend-title
Other
font-size: 8
color: #555555
text-align: center
Style: quick-filter
[Opportunities (Salesforce)].[Billing Country]
title: Billing Country
[Opportunities (Salesforce)].[Line Description]
title: Product
Other
background-color: #ffffff
font-family: Tableau Book
Style: quick-filter-title
Other
font-weight: normal
font-size: 8
font-family: Tableau Regular
text-align: left
color: #555555
Worksheet: Header Top Numbers
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Created Date
Remote Column: [OpportunityLineItem].[CreatedDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Measure: MIN Date
Discrete Measure: MAX date
Marks
Mark: All
Type: Automatic
Label: Summary of Sales | <[Opportunities (Salesforce)].[MIN Date]> to <[Opportunities (Salesforce)].[MAX date]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Action (Full Name)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (WEEK(CreatedDate (Opportunities)),MY(CreatedDate (Opportunities)))]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: cell
Other
text-align: center
font-family: Tableau Bold
font-size: 36
Style: header
cols
border-style: none
rows
border-style: none
Other
border-style: none
Style: field-labels
Other
font-size: 9
Style: pane
Other
border-width: 5
border-style: none
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: worksheet
Other
color: #4f6e8d
font-weight: bold
font-size: 8
Style: table-div
rows
stroke-size: 4
stroke-color: #2cb5c0
line-pattern-only: solid
line-visibility: off
cols
line-pattern-only: solid
div-level: 1
stroke-size: 5
stroke-color: #e6e6e6
line-visibility: off
Style: title
Other
color: #4f6e8d
font-weight: bold
font-size: 18
background-color: #eef1f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
color: #00000000
Style: quick-filter-title
Other
font-size: 18
font-weight: bold
color: #4f6e8d
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
color: #000000
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
color: #555555
Worksheet: Manager
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Measure: Show Manager
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Manager]>
View
Styles
Style: cell
Other
color: #2cb5c0
Style: pane
Other
border-style: none
Style: table
Other
background-color: #f2f2f3
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Quarter Goal
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Choose Yearly Goal
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Discrete Measure: Sales for Max Quarter in Dataset
Discrete Measure: Goal
Continous Measure: % to goal
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[% to goal]>
Tooltip: Quarter Sales: <[Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]>
% to goal: <[Opportunities (Salesforce)].[% to goal]>
View
Columns: [Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]
Filters: [Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]
auto-subtitle: true
display: false
Style: label
[Opportunities (Salesforce)].[SUM(Sales for Max Quarter in Dataset)]
text-format: C1033%
text-format: C1033%
Style: table
Other
background-color: #eef1f3
Style: refline
refline0
fill-above: #00000000
stroke-size: 5
stroke-color: #606b7684
font-family: Tableau Bold
background-color: #eef1f300
font-size: 6
fill-below: #e6e6e6
text-align: left
vertical-align: center
Style: gridline
Other
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
stroke-size: 3
stroke-color: #c0c0c0
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Worksheet: Sales by Day
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: AVG Sales (reference line)
Continous Measure: Sales and Pipeline
Continous Measure: Sales
Marks
Mark: All
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[DAY(Close Date)]>
Total <[Opportunities (Salesforce)].[Forecast Category]>: <[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Breakdown by Deal:
<Sheet name="Tooltip - Deals by Day" maxwidth="300" maxheight="600" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Manual Sorting: [Opportunities (Salesforce)].[Forecast Category] ASC
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
auto-subtitle: true
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
Other
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
line-visibility: off
Style: header
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[DAY(Close Date)]
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
font-size: 8
Style: pane
Other
border-style: none
Style: table
Other
background-color: #00000000
show-null-value-warning: false
Style: worksheet
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
stroke-color: #f28e2b
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
font-size: 6
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
Style: zeroline
Other
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Name (Product)]
title: Product
[Opportunities (Salesforce)].[DAY(Close Date)]
title: Close Date
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Regular
font-weight: normal
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary of Sales
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Continous Dimension: Days Before EOQ
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Created Date
Remote Column: [OpportunityLineItem].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Opportunity Owner].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Line Description
Remote Column: [OpportunityLineItem].[Description]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Date
Discrete Measure: MAX date
Continous Measure: Sales
Continous Measure: Number of Deals
Continous Measure: Avg Deal Size
Continous Measure: Open Pipeline
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[DAY(Close Date)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Line Description]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Action (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Action (Forecast Category,Full Name)]
Styles
Style: cell
Other
text-align: center
font-family: Tableau Bold
font-size: 36
[Opportunities (Salesforce)].[Measure Names()]
vertical-align: center
[Opportunities (Salesforce)].[SUM(Sales (copy))]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 30
background-color: #f2f2f3
cols
border-style: none
rows
border-style: none
Style: field-labels
Other
font-size: 9
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
font-family: Tableau Regular
font-weight: normal
color: #333333
font-size: 9
vertical-align: center
Style: pane
Other
border-width: 5
border-style: none
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: worksheet
Other
color: #4f6e8d
font-weight: bold
font-size: 8
Style: table-div
rows
stroke-size: 4
stroke-color: #2cb5c0
line-pattern-only: solid
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 4
stroke-color: #e6e6e6
Style: header-div
cols
stroke-size: 4
stroke-color: #e6e6e6
Style: title
Other
color: #4f6e8d
font-weight: bold
font-size: 18
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
color: #00000000
Style: quick-filter-title
Other
font-size: 18
font-weight: bold
color: #4f6e8d
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
color: #000000
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
color: #555555
Worksheet: Tooltip - Deals by Day
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales and Pipeline
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]>
View
Rows: [Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
Filters: [Opportunities (Salesforce)].[Tooltip (DAY(Close Date))]
[Opportunities (Salesforce)].[Tooltip (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Tooltip (MONTH(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Name (Opportunities)]
Slices: [Opportunities (Salesforce)].[Name (Opportunities)]
[Opportunities (Salesforce)].[Tooltip (DAY(Close Date))]
[Opportunities (Salesforce)].[Tooltip (DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Tooltip (MONTH(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Sales and Pipeline)]
display: false
Other
line-visibility: off
Style: cell
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 24
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
font-weight: normal
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
stroke-color: #e6e6e6
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
tab_coastline
enabled: false
pp2_line
enabled: false
light_adm0_bnd
enabled: false
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: true
um_adm0_lbl
enabled: true
light_pp2_statebounds
enabled: false
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: true
pp2_statelabels
enabled: true
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.0
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Executive Dashboard.twb |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Problems
Connection
Data Sources
Data Source: Problems
Attributes
channel: http
class: sqlproxy
dbname: Problems
directory: /dataserver
port: 80
server: repository9
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: Problems
Dimension
sqlproxy
Dimension: Time Span Breakdown
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_217580207391584262]
Data Type: string
Formula: // This is a calculated field
// It groups problems accordingly with their ages
IF [Age of Problems]< 2592000
THEN "Under 30 d"
ELSEIF [Age of Problems] > 7776000
THEN "+ than 90d"
ELSE " 30-90 d"
END
Aggregation: Count
Dimension: Overdue
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Data Type: string
Formula: // This is a calculated field
// It checks if an incident is overdue
//Check overdue cases among inactive incidents
{ FIXED [number]:
IF MAX([active]=FALSE)
AND
max([closed_at])> max([due_date])
OR
//Check overdue cases among active incidents
MAX([active]=TRUE)
AND NOW()> MAX([due_date])
THEN "Overdue"
END
}
Aggregation: Count
Dimension: Max Year?
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Data Type: boolean
Formula: // This is a calculated field
// It shows TRUE/FALSE if the year of opened is equal the max year of the dataset
DATEPART("year", [opened_at]) = DATEPART("year", {MAX([opened_at])})
Aggregation: Count
Dimension: Active (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Group)]
Data Type: boolean
Aggregation: Count
Dimension: Active (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Problem)]
Data Type: boolean
Aggregation: Count
Dimension: Active
Role: Discrete Dimension
Remote Column: [sqlproxy].[active]
Data Type: boolean
Aggregation: Count
Dimension: Activity due (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due]
Data Type: datetime
Aggregation: Year
Dimension: Additional assignee list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list]
Data Type: string
Aggregation: Count
Dimension: Approval (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Problem)]
Data Type: string
Aggregation: Count
Dimension: Approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval]
Data Type: string
Aggregation: Count
Dimension: Approval history (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Problem)]
Data Type: string
Aggregation: Count
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history]
Data Type: string
Aggregation: Count
Dimension: Approval set (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set]
Data Type: datetime
Aggregation: Year
Dimension: Assigned to (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Problem)]
Data Type: string
Aggregation: Count
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Problem)]
Data Type: string
Aggregation: Count
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group]
Data Type: string
Aggregation: Count
Dimension: Business duration (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration]
Data Type: datetime
Aggregation: Year
Dimension: Business service (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Problem)]
Data Type: string
Aggregation: Count
Dimension: Business service
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service]
Data Type: string
Aggregation: Count
Dimension: Duration (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration]
Data Type: datetime
Aggregation: Year
Dimension: Close notes (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Problem)]
Data Type: string
Aggregation: Count
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes]
Data Type: string
Aggregation: Count
Dimension: Closed (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at]
Data Type: datetime
Aggregation: Year
Dimension: Closed by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Problem)]
Data Type: string
Aggregation: Count
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Problem)]
Data Type: string
Aggregation: Count
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Problem)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes]
Data Type: string
Aggregation: Count
Dimension: Company (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Problem)]
Data Type: string
Aggregation: Count
Dimension: Company
Role: Discrete Dimension
Remote Column: [sqlproxy].[company]
Data Type: string
Aggregation: Count
Dimension: Contact type (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Problem)]
Data Type: string
Aggregation: Count
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Problem)]
Data Type: string
Aggregation: Count
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Problem)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id]
Data Type: string
Aggregation: Count
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost_center]
Data Type: string
Aggregation: Count
Dimension: Default assignee
Role: Discrete Dimension
Remote Column: [sqlproxy].[default_assignee]
Data Type: string
Aggregation: Count
Dimension: Delivery plan (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Problem)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Problem)]
Data Type: string
Aggregation: Count
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task]
Data Type: string
Aggregation: Count
Dimension: Description (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Group)]
Data Type: string
Aggregation: Count
Dimension: Description (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Problem)]
Data Type: string
Aggregation: Count
Dimension: Description
Role: Discrete Dimension
Remote Column: [sqlproxy].[description]
Data Type: string
Aggregation: Count
Dimension: Due date (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Due date
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date]
Data Type: datetime
Aggregation: Year
Dimension: Group email
Role: Discrete Dimension
Remote Column: [sqlproxy].[email]
Data Type: string
Aggregation: Count
Dimension: Exclude manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[exclude_manager]
Data Type: boolean
Aggregation: Count
Dimension: Expected start (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up]
Data Type: datetime
Aggregation: Year
Dimension: Group list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Group list
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list]
Data Type: string
Aggregation: Count
Dimension: Include members
Role: Discrete Dimension
Remote Column: [sqlproxy].[include_members]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Problem)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge]
Data Type: boolean
Aggregation: Count
Dimension: Known error
Role: Discrete Dimension
Remote Column: [sqlproxy].[known_error]
Data Type: boolean
Aggregation: Count
Dimension: Location (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Problem)]
Data Type: string
Aggregation: Count
Dimension: Location
Role: Discrete Dimension
Remote Column: [sqlproxy].[location]
Data Type: string
Aggregation: Count
Dimension: Made SLA (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Problem)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla]
Data Type: boolean
Aggregation: Count
Dimension: Manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager]
Data Type: string
Aggregation: Count
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Number (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Problem)]
Data Type: string
Aggregation: Count
Dimension: Number
Role: Discrete Dimension
Remote Column: [sqlproxy].[number]
Data Type: string
Aggregation: Count
Dimension: Opened (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Opened
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at]
Data Type: datetime
Aggregation: Year
Dimension: Opened by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by]
Data Type: string
Aggregation: Count
Dimension: Parent (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Group)]
Data Type: string
Aggregation: Count
Dimension: Parent (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Problem)]
Data Type: string
Aggregation: Count
Dimension: Parent
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent]
Data Type: string
Aggregation: Count
Dimension: Priority
Role: Discrete Dimension
Remote Column: [sqlproxy].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Change request
Role: Discrete Dimension
Remote Column: [sqlproxy].[rfc]
Data Type: string
Aggregation: Count
Dimension: Roles
Role: Discrete Dimension
Remote Column: [sqlproxy].[roles]
Data Type: string
Aggregation: Count
Dimension: Short description (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Problem)]
Data Type: string
Aggregation: Count
Dimension: Short description
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description]
Data Type: string
Aggregation: Count
Dimension: SLA due (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due]
Data Type: datetime
Aggregation: Year
Dimension: Source
Role: Discrete Dimension
Remote Column: [sqlproxy].[source]
Data Type: string
Aggregation: Count
Dimension: Task type (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Problem)]
Data Type: string
Aggregation: Count
Dimension: Task type
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name]
Data Type: string
Aggregation: Count
Dimension: Created by (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Group)]
Data Type: string
Aggregation: Count
Dimension: Created by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Created by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by]
Data Type: string
Aggregation: Count
Dimension: Created (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Group)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Created
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on]
Data Type: datetime
Aggregation: Year
Dimension: Domain (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Problem)]
Data Type: string
Aggregation: Count
Dimension: Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Problem)]
Data Type: string
Aggregation: Count
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Group)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Problem)]
Data Type: string
Aggregation: Count
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id]
Data Type: string
Aggregation: Count
Dimension: Updated by (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Group)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Problem)]
Data Type: string
Aggregation: Count
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by]
Data Type: string
Aggregation: Count
Dimension: Updated (Group)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Group)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Updated
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on]
Data Type: datetime
Aggregation: Year
Dimension: Time worked (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Problem)]
Data Type: string
Aggregation: Count
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked]
Data Type: string
Aggregation: Count
Dimension: Type
Role: Discrete Dimension
Remote Column: [sqlproxy].[type]
Data Type: string
Aggregation: Count
Dimension: u_
Role: Discrete Dimension
Remote Column: [sqlproxy].[u_lu2]
Data Type: string
Aggregation: Count
Dimension: Lucha
Role: Discrete Dimension
Remote Column: [sqlproxy].[u_lucha]
Data Type: string
Aggregation: Count
Dimension: u
Role: Discrete Dimension
Remote Column: [sqlproxy].[u_u]
Data Type: string
Aggregation: Count
Dimension: Upon approval (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Problem)]
Data Type: string
Aggregation: Count
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Problem)]
Data Type: string
Aggregation: Count
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject]
Data Type: string
Aggregation: Count
Dimension: User input (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Problem)]
Data Type: string
Aggregation: Count
Dimension: User input
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input]
Data Type: string
Aggregation: Count
Dimension: Watch list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list]
Data Type: string
Aggregation: Count
Dimension: Workaround
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_around]
Data Type: string
Aggregation: Count
Dimension: Work end (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Work end
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end]
Data Type: datetime
Aggregation: Year
Dimension: Work notes (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Problem)]
Data Type: string
Aggregation: Count
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Problem)]
Data Type: string
Aggregation: Count
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list]
Data Type: string
Aggregation: Count
Dimension: Work start (Problem)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Problem)]
Data Type: datetime
Aggregation: Year
Dimension: Work start
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start]
Data Type: datetime
Aggregation: Year
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: % of known error
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207383207936]
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of problems that are known errors
COUNTD(IF [known_error]=TRUE
THEN [number] END)
/
COUNTD([number])
Aggregation: User
Measure: Age of Problems
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207388532741]
Data Type: integer
Formula: //Calculates the age of active problems since opened until now
DATEDIFF('second', [opened_at], NOW())
Aggregation: Sum
Measure: % of critical and high priority
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207398023176]
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of critical or high priority problems
COUNTD(IF [priority]=1
OR [priority]=2
THEN [number]
END)
/
COUNTD([number])
Aggregation: User
Measure: Problems with Related Incidents
Role: Discrete Measure
Remote Column: [sqlproxy].[Calculation_217580207400972297]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct problems which has a related incident
COUNT(IF ([related_incidents]>0
AND NOT ISNULL([related_incidents]))=true
THEN [number]
END)
Aggregation: User
Measure: Current Year Total Cases
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Data Type: integer
Formula: // This is a calculated field
// It counts each disctinct problem. The "exclude" is used to avoid filters interfering with the result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [Max Year?]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Total # Problems
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Data Type: integer
Formula: // This is a calculated field using a level of detail calculation (LOD)
// It counts each distinct problems ignoring date
{ EXCLUDE [opened_at]: COUNTD([number])}
Aggregation: Attribute
Measure: Total Active Problems
Role: Continous Measure
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Data Type: integer
Formula: // This is a calculated field using a level of detail calculation (LOD)
// It counts each distinct active problem. The "exclude" is used to avoid filters interfering with the result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [active]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Escalation (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Escalation
Role: Continous Measure
Remote Column: [sqlproxy].[escalation]
Data Type: integer
Aggregation: Sum
Measure: Impact (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Impact
Role: Continous Measure
Remote Column: [sqlproxy].[impact]
Data Type: integer
Aggregation: Sum
Measure: Order (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Order
Role: Continous Measure
Remote Column: [sqlproxy].[order]
Data Type: integer
Aggregation: Sum
Measure: Priority (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Problem state
Role: Continous Measure
Remote Column: [sqlproxy].[problem_state]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count]
Data Type: integer
Aggregation: Sum
Measure: Related Incidents
Role: Continous Measure
Remote Column: [sqlproxy].[related_incidents]
Data Type: integer
Aggregation: Sum
Measure: State (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Problem)]
Data Type: integer
Aggregation: Sum
Measure: State
Role: Continous Measure
Remote Column: [sqlproxy].[state]
Data Type: integer
Aggregation: Sum
Measure: Updates (Group)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Group)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Updates
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Problem)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Problem)]
Data Type: integer
Aggregation: Sum
Measure: Urgency
Role: Continous Measure
Remote Column: [sqlproxy].[urgency]
Data Type: integer
Aggregation: Sum
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Aggregation: Sum
Calculated/Other
Measure: % of Overdue
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of incidents that are overdue
IFNULL((IF ATTR([Overdue]= "Overdue")
THEN COUNTD([number])
END),0)
/
ATTR({ EXCLUDE [Overdue]:
COUNTD([number])})
Aggregation: User
Measure: Measure Values
Role: Continous Measure
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Datasource: Requests
Connection
Data Sources
Data Source: Requests
Attributes
channel: http
class: sqlproxy
dbname: Requests
directory: /dataserver
port: 80
server: repository9
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: Requests
Dimension
sqlproxy
Dimension: Overdue
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Data Type: string
Formula: // This is a calculated field
// It shows if an accident is overdue
//Check overdue cases among inactive incidents
IF [active]=FALSE
AND
[closed_at]>[due_date]
OR
//Check overdue cases among active incidents
[active]=TRUE
AND NOW()>[due_date]
THEN "Overdue"
ELSE "Non Overdue"
END
Aggregation: Count
Dimension: Max Year?
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Data Type: boolean
Formula: // This is a calculated field
// It shows TRUE/FALSE if the year of opened is equal the maximum year in the dataset
DATEPART("year", [opened_at]) = DATEPART("year", {MAX([opened_at])})
Aggregation: Count
Dimension: Active (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Catalog Item)]
Data Type: boolean
Aggregation: Count
Dimension: Active (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Request)]
Data Type: boolean
Aggregation: Count
Dimension: Active (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Requested Item)]
Data Type: boolean
Aggregation: Count
Dimension: Active
Role: Discrete Dimension
Remote Column: [sqlproxy].[active]
Data Type: boolean
Aggregation: Count
Dimension: Activity due (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due]
Data Type: datetime
Aggregation: Year
Dimension: Additional assignee list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list]
Data Type: string
Aggregation: Count
Dimension: Approval (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Request)]
Data Type: string
Aggregation: Count
Dimension: Approval (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval]
Data Type: string
Aggregation: Count
Dimension: Approval history (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Request)]
Data Type: string
Aggregation: Count
Dimension: Approval history (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history]
Data Type: string
Aggregation: Count
Dimension: Approval set (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set]
Data Type: datetime
Aggregation: Year
Dimension: Assigned to (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Request)]
Data Type: string
Aggregation: Count
Dimension: Assigned to (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Request)]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group]
Data Type: string
Aggregation: Count
Dimension: Availability
Role: Discrete Dimension
Remote Column: [sqlproxy].[availability]
Data Type: string
Aggregation: Count
Dimension: Backordered
Role: Discrete Dimension
Remote Column: [sqlproxy].[backordered]
Data Type: boolean
Aggregation: Count
Dimension: Billable (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[billable (Catalog Item)]
Data Type: boolean
Aggregation: Count
Dimension: Billable
Role: Discrete Dimension
Remote Column: [sqlproxy].[billable]
Data Type: boolean
Aggregation: Count
Dimension: Business duration (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration]
Data Type: datetime
Aggregation: Year
Dimension: Business service (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Request)]
Data Type: string
Aggregation: Count
Dimension: Business service (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Business service
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service]
Data Type: string
Aggregation: Count
Dimension: Duration (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Duration (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration]
Data Type: datetime
Aggregation: Year
Dimension: Item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cat_item]
Data Type: string
Aggregation: Count
Dimension: Category
Role: Discrete Dimension
Remote Column: [sqlproxy].[category]
Data Type: string
Aggregation: Count
Dimension: Close notes (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Request)]
Data Type: string
Aggregation: Count
Dimension: Close notes (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes]
Data Type: string
Aggregation: Count
Dimension: Closed (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Closed (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at]
Data Type: datetime
Aggregation: Year
Dimension: Closed by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Closed by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Request)]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Request)]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Request)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes]
Data Type: string
Aggregation: Count
Dimension: Company (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Request)]
Data Type: string
Aggregation: Count
Dimension: Company (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Company
Role: Discrete Dimension
Remote Column: [sqlproxy].[company]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Requested Item) 1
Role: Discrete Dimension
Remote Column: [sqlproxy].[configuration_item]
Data Type: string
Aggregation: Count
Dimension: Contact type (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Request)]
Data Type: string
Aggregation: Count
Dimension: Contact type (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type]
Data Type: string
Aggregation: Count
Dimension: Context
Role: Discrete Dimension
Remote Column: [sqlproxy].[context]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Request)]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Request)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id]
Data Type: string
Aggregation: Count
Dimension: Cart
Role: Discrete Dimension
Remote Column: [sqlproxy].[custom_cart]
Data Type: string
Aggregation: Count
Dimension: Delivery address
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_address]
Data Type: string
Aggregation: Count
Dimension: Execution Plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Request)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan]
Data Type: string
Aggregation: Count
Dimension: Delivery plan script
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan_script]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Request)]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task]
Data Type: string
Aggregation: Count
Dimension: Delivery time
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_time]
Data Type: datetime
Aggregation: Year
Dimension: Description (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Description (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Request)]
Data Type: string
Aggregation: Count
Dimension: Description (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Description
Role: Discrete Dimension
Remote Column: [sqlproxy].[description]
Data Type: string
Aggregation: Count
Dimension: Due date (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Due date (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Due date
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date]
Data Type: datetime
Aggregation: Year
Dimension: Entitlement script
Role: Discrete Dimension
Remote Column: [sqlproxy].[entitlement_script]
Data Type: string
Aggregation: Count
Dimension: Estimated Delivery
Role: Discrete Dimension
Remote Column: [sqlproxy].[estimated_delivery]
Data Type: datetime
Aggregation: Year
Dimension: Expected start (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up]
Data Type: datetime
Aggregation: Year
Dimension: Fulfillment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[group]
Data Type: string
Aggregation: Count
Dimension: Group list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Group list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Group list
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list]
Data Type: string
Aggregation: Count
Dimension: Icon
Role: Discrete Dimension
Remote Column: [sqlproxy].[icon]
Data Type: string
Aggregation: Count
Dimension: Ignore price
Role: Discrete Dimension
Remote Column: [sqlproxy].[ignore_price]
Data Type: boolean
Aggregation: Count
Dimension: Image
Role: Discrete Dimension
Remote Column: [sqlproxy].[image]
Data Type: string
Aggregation: Count
Dimension: Knowledge (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Request)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Requested Item)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge]
Data Type: boolean
Aggregation: Count
Dimension: List Price
Role: Discrete Dimension
Remote Column: [sqlproxy].[list_price]
Data Type: string
Aggregation: Count
Dimension: Location (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Location (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Request)]
Data Type: string
Aggregation: Count
Dimension: Location (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Location
Role: Discrete Dimension
Remote Column: [sqlproxy].[location]
Data Type: string
Aggregation: Count
Dimension: Made SLA (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Request)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Requested Item)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla]
Data Type: boolean
Aggregation: Count
Dimension: Meta
Role: Discrete Dimension
Remote Column: [sqlproxy].[meta]
Data Type: string
Aggregation: Count
Dimension: Hide price (mobile listings)
Role: Discrete Dimension
Remote Column: [sqlproxy].[mobile_hide_price]
Data Type: boolean
Aggregation: Count
Dimension: Mobile Picture
Role: Discrete Dimension
Remote Column: [sqlproxy].[mobile_picture]
Data Type: string
Aggregation: Count
Dimension: Mobile Picture Type
Role: Discrete Dimension
Remote Column: [sqlproxy].[mobile_picture_type]
Data Type: string
Aggregation: Count
Dimension: Model
Role: Discrete Dimension
Remote Column: [sqlproxy].[model]
Data Type: string
Aggregation: Count
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: No cart
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_cart]
Data Type: boolean
Aggregation: Count
Dimension: No order
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_order]
Data Type: boolean
Aggregation: Count
Dimension: No order now
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_order_now]
Data Type: boolean
Aggregation: Count
Dimension: No proceed checkout
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_proceed_checkout]
Data Type: boolean
Aggregation: Count
Dimension: No quantity
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_quantity]
Data Type: boolean
Aggregation: Count
Dimension: No search
Role: Discrete Dimension
Remote Column: [sqlproxy].[no_search]
Data Type: boolean
Aggregation: Count
Dimension: Number (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Request)]
Data Type: string
Aggregation: Count
Dimension: Number (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Number
Role: Discrete Dimension
Remote Column: [sqlproxy].[number]
Data Type: string
Aggregation: Count
Dimension: Omit price in cart
Role: Discrete Dimension
Remote Column: [sqlproxy].[omit_price]
Data Type: boolean
Aggregation: Count
Dimension: Opened (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Opened (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Opened
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at]
Data Type: datetime
Aggregation: Year
Dimension: Opened by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Opened by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by]
Data Type: string
Aggregation: Count
Dimension: Order Guide
Role: Discrete Dimension
Remote Column: [sqlproxy].[order_guide]
Data Type: string
Aggregation: Count
Dimension: Ordered item link
Role: Discrete Dimension
Remote Column: [sqlproxy].[ordered_item_link]
Data Type: string
Aggregation: Count
Dimension: Parent (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Request)]
Data Type: string
Aggregation: Count
Dimension: Parent (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Parent
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent]
Data Type: string
Aggregation: Count
Dimension: Picture
Role: Discrete Dimension
Remote Column: [sqlproxy].[picture]
Data Type: string
Aggregation: Count
Dimension: Preview link
Role: Discrete Dimension
Remote Column: [sqlproxy].[preview]
Data Type: string
Aggregation: Count
Dimension: Price (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[price (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Price (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[price (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Price
Role: Discrete Dimension
Remote Column: [sqlproxy].[price]
Data Type: string
Aggregation: Count
Dimension: Priority
Role: Discrete Dimension
Remote Column: [sqlproxy].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Recurring Price Frequency (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_frequency (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Recurring Price Frequency
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_frequency]
Data Type: string
Aggregation: Count
Dimension: Recurring price
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_price (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Recurring Price
Role: Discrete Dimension
Remote Column: [sqlproxy].[recurring_price]
Data Type: string
Aggregation: Count
Dimension: Request
Role: Discrete Dimension
Remote Column: [sqlproxy].[request]
Data Type: string
Aggregation: Count
Dimension: Request state
Role: Discrete Dimension
Remote Column: [sqlproxy].[request_state]
Data Type: string
Aggregation: Count
Dimension: Requested for date
Role: Discrete Dimension
Remote Column: [sqlproxy].[requested_date]
Data Type: date
Aggregation: Year
Dimension: Requested for
Role: Discrete Dimension
Remote Column: [sqlproxy].[requested_for]
Data Type: string
Aggregation: Count
Dimension: Roles
Role: Discrete Dimension
Remote Column: [sqlproxy].[roles]
Data Type: string
Aggregation: Count
Dimension: Catalog
Role: Discrete Dimension
Remote Column: [sqlproxy].[sc_catalog]
Data Type: string
Aggregation: Count
Dimension: Catalogs
Role: Discrete Dimension
Remote Column: [sqlproxy].[sc_catalogs]
Data Type: string
Aggregation: Count
Dimension: Created from item design
Role: Discrete Dimension
Remote Column: [sqlproxy].[sc_ic_item_staging]
Data Type: string
Aggregation: Count
Dimension: Short description (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Short description (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Request)]
Data Type: string
Aggregation: Count
Dimension: Short description (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Short description
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description]
Data Type: string
Aggregation: Count
Dimension: SLA due (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Request)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due]
Data Type: datetime
Aggregation: Year
Dimension: Special instructions
Role: Discrete Dimension
Remote Column: [sqlproxy].[special_instructions]
Data Type: string
Aggregation: Count
Dimension: Stage (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[stage (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Stage
Role: Discrete Dimension
Remote Column: [sqlproxy].[stage]
Data Type: string
Aggregation: Count
Dimension: Start closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[start_closed]
Data Type: boolean
Aggregation: Count
Dimension: Class
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Task type (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Request)]
Data Type: string
Aggregation: Count
Dimension: Task type (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Task type
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name]
Data Type: string
Aggregation: Count
Dimension: Created by (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Created by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Created by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Created by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by]
Data Type: string
Aggregation: Count
Dimension: Created (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Catalog Item)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Created
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on]
Data Type: datetime
Aggregation: Year
Dimension: Customer update
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_customer_update]
Data Type: boolean
Aggregation: Count
Dimension: Domain (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Request)]
Data Type: string
Aggregation: Count
Dimension: Domain (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Request)]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Request)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id]
Data Type: string
Aggregation: Count
Dimension: Display name
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_name]
Data Type: string
Aggregation: Count
Dimension: Package
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_package]
Data Type: string
Aggregation: Count
Dimension: Protection policy
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_policy]
Data Type: string
Aggregation: Count
Dimension: Replace on upgrade
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_replace_on_upgrade]
Data Type: boolean
Aggregation: Count
Dimension: Application
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_scope]
Data Type: string
Aggregation: Count
Dimension: Update name
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_update_name]
Data Type: string
Aggregation: Count
Dimension: Updated by (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Catalog Item)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Request)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by]
Data Type: string
Aggregation: Count
Dimension: Updated (Catalog Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Catalog Item)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Updated
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on]
Data Type: datetime
Aggregation: Year
Dimension: Template
Role: Discrete Dimension
Remote Column: [sqlproxy].[template]
Data Type: string
Aggregation: Count
Dimension: Time worked (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Request)]
Data Type: string
Aggregation: Count
Dimension: Time worked (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked]
Data Type: string
Aggregation: Count
Dimension: Type
Role: Discrete Dimension
Remote Column: [sqlproxy].[type]
Data Type: string
Aggregation: Count
Dimension: Upon approval (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Request)]
Data Type: string
Aggregation: Count
Dimension: Upon approval (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Request)]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject]
Data Type: string
Aggregation: Count
Dimension: Use cart layout
Role: Discrete Dimension
Remote Column: [sqlproxy].[use_sc_layout]
Data Type: boolean
Aggregation: Count
Dimension: User input (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Request)]
Data Type: string
Aggregation: Count
Dimension: User input (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: User input
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input]
Data Type: string
Aggregation: Count
Dimension: Vendor
Role: Discrete Dimension
Remote Column: [sqlproxy].[vendor]
Data Type: string
Aggregation: Count
Dimension: Visible on Bundles
Role: Discrete Dimension
Remote Column: [sqlproxy].[visible_bundle]
Data Type: boolean
Aggregation: Count
Dimension: Visible on Guides
Role: Discrete Dimension
Remote Column: [sqlproxy].[visible_guide]
Data Type: boolean
Aggregation: Count
Dimension: Visible elsewhere
Role: Discrete Dimension
Remote Column: [sqlproxy].[visible_standalone]
Data Type: boolean
Aggregation: Count
Dimension: Watch list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Watch list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list]
Data Type: string
Aggregation: Count
Dimension: Work end (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Work end (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Work end
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end]
Data Type: datetime
Aggregation: Year
Dimension: Work notes (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Request)]
Data Type: string
Aggregation: Count
Dimension: Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Request)]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Requested Item)]
Data Type: string
Aggregation: Count
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list]
Data Type: string
Aggregation: Count
Dimension: Work start (Request)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Request)]
Data Type: datetime
Aggregation: Year
Dimension: Work start (Requested Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Requested Item)]
Data Type: datetime
Aggregation: Year
Dimension: Work start
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start]
Data Type: datetime
Aggregation: Year
Dimension: Workflow
Role: Discrete Dimension
Remote Column: [sqlproxy].[workflow]
Data Type: string
Aggregation: Count
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: % made SLA
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_217580207412346890]
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of requests which made SLA
COUNTD(IF [made_sla]= TRUE
THEN [number]
END)
/
COUNTD([number])
Aggregation: User
Measure: Current Year Total Cases
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct request made in the last year. The "exclude" is used to avoid filters interfering in the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [Max Year?]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Total # Request
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Data Type: integer
Formula: // This is a calculated field
// It shows the total number of problems ignoring opened date
{ EXCLUDE [opened_at]: COUNTD([number])}
Aggregation: Attribute
Measure: Total Active Requests
Role: Continous Measure
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct active request. The "exclude" is used to avoid filters interfering with the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [active]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Resolve Time
Role: Continous Measure
Remote Column: [sqlproxy].[calendar_stc]
Data Type: integer
Aggregation: Sum
Measure: Cost
Role: Continous Measure
Remote Column: [sqlproxy].[cost]
Data Type: real
Aggregation: Sum
Measure: Escalation (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Request)]
Data Type: integer
Aggregation: Sum
Measure: Escalation (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Escalation
Role: Continous Measure
Remote Column: [sqlproxy].[escalation]
Data Type: integer
Aggregation: Sum
Measure: Impact (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Request)]
Data Type: integer
Aggregation: Sum
Measure: Impact (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Impact
Role: Continous Measure
Remote Column: [sqlproxy].[impact]
Data Type: integer
Aggregation: Sum
Measure: Order (Catalog Item)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Catalog Item)]
Data Type: integer
Aggregation: Sum
Measure: Order (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Request)]
Data Type: integer
Aggregation: Sum
Measure: Order (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Order
Role: Continous Measure
Remote Column: [sqlproxy].[order]
Data Type: integer
Aggregation: Sum
Measure: Priority (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Request)]
Data Type: integer
Aggregation: Sum
Measure: Priority (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Quantity
Role: Continous Measure
Remote Column: [sqlproxy].[quantity]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Request)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count]
Data Type: integer
Aggregation: Sum
Measure: Published version
Role: Continous Measure
Remote Column: [sqlproxy].[sc_ic_version]
Data Type: integer
Aggregation: Sum
Measure: State (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Request)]
Data Type: integer
Aggregation: Sum
Measure: State (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: State
Role: Continous Measure
Remote Column: [sqlproxy].[state]
Data Type: integer
Aggregation: Sum
Measure: Updates (Catalog Item)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Catalog Item)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Request)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Updates
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Request)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Request)]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Requested Item)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Requested Item)]
Data Type: integer
Aggregation: Sum
Measure: Urgency
Role: Continous Measure
Remote Column: [sqlproxy].[urgency]
Data Type: integer
Aggregation: Sum
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Aggregation: Sum
Calculated/Other
Measure: % of Overdue
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of incidents which are overdue
(IF ATTR([Overdue]= "Overdue")
THEN COUNTD([number])
END)
/
ATTR({ EXCLUDE [Overdue]:
COUNTD([number])})
Aggregation: User
Measure: Measure Values
Role: Continous Measure
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Datasource: Incidents
Connection
Data Sources
Data Source: Incidents
Attributes
channel: http
class: sqlproxy
dbname: Incidents
directory: /dataserver
port: 80
server: repository9
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: Incidents
Dimension
sqlproxy
Dimension: Overdue
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Data Type: string
Formula: // This is a calculated field
// It shows if an incident is overdue
//Check overdue cases among inactive incidents
{ FIXED [number]:
IF MAX([active]=FALSE)
AND
max([closed_at])>max([due_date])
OR
//Check overdue cases among active incidents
MAX([active] = TRUE)
AND NOW() > MAX([due_date])
THEN "Overdue"
END
}
Aggregation: Count
Dimension: Max Year?
Role: Discrete Dimension
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Data Type: boolean
Formula: // This is a calculated field
// It shows TRUE/FALSE if opened date equals maximum year in the dataset
DATEPART("year", [opened_at]) = DATEPART("year", {MAX([opened_at])})
Aggregation: Count
Dimension: Opened Month Tooltip
Role: Discrete Dimension
Remote Column: [sqlproxy].[Opened (copy)]
Data Type: string
Formula: // This is an IF statment using the opened field to allow for different formats
// original used on columns for line charts are formatted in starting letter of month i.e. J for January
// This version formats to full month name for the tooltip
// The IF statement names the month based on the month number of the datefield
IF DATEPART('month', [opened_at]) = 1 THEN 'January'
ELSEIF DATEPART('month', [opened_at]) = 2 THEN 'February'
ELSEIF DATEPART('month', [opened_at]) = 3 THEN 'March'
ELSEIF DATEPART('month', [opened_at]) = 4 THEN 'April'
ELSEIF DATEPART('month', [opened_at]) = 5 THEN 'May'
ELSEIF DATEPART('month', [opened_at]) = 6 THEN 'June'
ELSEIF DATEPART('month', [opened_at]) = 7 THEN 'July'
ELSEIF DATEPART('month', [opened_at]) = 8 THEN 'August'
ELSEIF DATEPART('month', [opened_at]) = 9 THEN 'September'
ELSEIF DATEPART('month', [opened_at]) = 10 THEN 'October'
ELSEIF DATEPART('month', [opened_at]) = 11 THEN 'Novemeber'
ELSEIF DATEPART('month', [opened_at]) = 12 THEN 'December'
ELSE NULL
END
Aggregation: Count
Dimension: Active (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[active (Incident)]
Data Type: boolean
Aggregation: Count
Dimension: Active
Role: Discrete Dimension
Remote Column: [sqlproxy].[active]
Data Type: boolean
Aggregation: Count
Dimension: Activity due (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [sqlproxy].[activity_due]
Data Type: datetime
Aggregation: Year
Dimension: Additional assignee list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [sqlproxy].[additional_assignee_list]
Data Type: string
Aggregation: Count
Dimension: Approval (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval (Incident)]
Data Type: string
Aggregation: Count
Dimension: Approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval]
Data Type: string
Aggregation: Count
Dimension: Approval history (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history (Incident)]
Data Type: string
Aggregation: Count
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_history]
Data Type: string
Aggregation: Count
Dimension: Approval set (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [sqlproxy].[approval_set]
Data Type: datetime
Aggregation: Year
Dimension: Asset
Role: Discrete Dimension
Remote Column: [sqlproxy].[asset]
Data Type: string
Aggregation: Count
Dimension: Asset tag
Role: Discrete Dimension
Remote Column: [sqlproxy].[asset_tag]
Data Type: string
Aggregation: Count
Dimension: Assigned
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned]
Data Type: datetime
Aggregation: Year
Dimension: Assigned to (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Assigned to (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to (Incident)]
Data Type: string
Aggregation: Count
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [sqlproxy].[assigned_to]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Assignment group (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group (Incident)]
Data Type: string
Aggregation: Count
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [sqlproxy].[assignment_group]
Data Type: string
Aggregation: Count
Dimension: Attributes
Role: Discrete Dimension
Remote Column: [sqlproxy].[attributes]
Data Type: string
Aggregation: Count
Dimension: Business duration (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_duration]
Data Type: datetime
Aggregation: Year
Dimension: Business service (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service (Incident)]
Data Type: string
Aggregation: Count
Dimension: Business service
Role: Discrete Dimension
Remote Column: [sqlproxy].[business_service]
Data Type: string
Aggregation: Count
Dimension: Duration (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Duration
Role: Discrete Dimension
Remote Column: [sqlproxy].[calendar_duration]
Data Type: datetime
Aggregation: Year
Dimension: Caller (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[caller_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Can Print
Role: Discrete Dimension
Remote Column: [sqlproxy].[can_print]
Data Type: boolean
Aggregation: Count
Dimension: Category (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[category (Incident)]
Data Type: string
Aggregation: Count
Dimension: Category (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[category]
Data Type: string
Aggregation: Count
Dimension: Caused by Change (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[caused_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Approval group
Role: Discrete Dimension
Remote Column: [sqlproxy].[change_control]
Data Type: string
Aggregation: Count
Dimension: Checked in
Role: Discrete Dimension
Remote Column: [sqlproxy].[checked_in]
Data Type: datetime
Aggregation: Year
Dimension: Checked out
Role: Discrete Dimension
Remote Column: [sqlproxy].[checked_out]
Data Type: datetime
Aggregation: Year
Dimension: Close code (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_code (Incident)]
Data Type: string
Aggregation: Count
Dimension: Close notes (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes (Incident)]
Data Type: string
Aggregation: Count
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[close_notes]
Data Type: string
Aggregation: Count
Dimension: Closed (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Closed
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_at]
Data Type: datetime
Aggregation: Year
Dimension: Closed by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[closed_by]
Data Type: string
Aggregation: Count
Dimension: Configuration item (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci (Incident)]
Data Type: string
Aggregation: Count
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [sqlproxy].[cmdb_ci]
Data Type: string
Aggregation: Count
Dimension: Comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Additional comments (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments (Incident)]
Data Type: string
Aggregation: Count
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes (Incident)]
Data Type: string
Aggregation: Count
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[comments_and_work_notes]
Data Type: string
Aggregation: Count
Dimension: Company (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Company (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[company (Incident)]
Data Type: string
Aggregation: Count
Dimension: Company
Role: Discrete Dimension
Remote Column: [sqlproxy].[company]
Data Type: string
Aggregation: Count
Dimension: Contact type (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type (Incident)]
Data Type: string
Aggregation: Count
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [sqlproxy].[contact_type]
Data Type: string
Aggregation: Count
Dimension: Correlation display (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display (Incident)]
Data Type: string
Aggregation: Count
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_display]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[correlation_id]
Data Type: string
Aggregation: Count
Dimension: Cost
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost]
Data Type: string
Aggregation: Count
Dimension: Cost currency
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost_cc]
Data Type: string
Aggregation: Count
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [sqlproxy].[cost_center]
Data Type: string
Aggregation: Count
Dimension: Order received
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_date]
Data Type: datetime
Aggregation: Year
Dimension: Delivery plan (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan (Incident)]
Data Type: string
Aggregation: Count
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_plan]
Data Type: string
Aggregation: Count
Dimension: Delivery task (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task (Incident)]
Data Type: string
Aggregation: Count
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [sqlproxy].[delivery_task]
Data Type: string
Aggregation: Count
Dimension: Department
Role: Discrete Dimension
Remote Column: [sqlproxy].[department]
Data Type: string
Aggregation: Count
Dimension: Description (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[description (Incident)]
Data Type: string
Aggregation: Count
Dimension: Description
Role: Discrete Dimension
Remote Column: [sqlproxy].[description]
Data Type: string
Aggregation: Count
Dimension: Discovery source
Role: Discrete Dimension
Remote Column: [sqlproxy].[discovery_source]
Data Type: string
Aggregation: Count
Dimension: DNS Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[dns_domain]
Data Type: string
Aggregation: Count
Dimension: Due
Role: Discrete Dimension
Remote Column: [sqlproxy].[due]
Data Type: datetime
Aggregation: Year
Dimension: Due date (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Due date
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_date]
Data Type: datetime
Aggregation: Year
Dimension: Due in
Role: Discrete Dimension
Remote Column: [sqlproxy].[due_in]
Data Type: string
Aggregation: Count
Dimension: Expected start (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [sqlproxy].[expected_start]
Data Type: datetime
Aggregation: Year
Dimension: First discovered
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_discovered]
Data Type: datetime
Aggregation: Year
Dimension: Follow up (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [sqlproxy].[follow_up]
Data Type: datetime
Aggregation: Year
Dimension: Fully qualified domain name
Role: Discrete Dimension
Remote Column: [sqlproxy].[fqdn]
Data Type: string
Aggregation: Count
Dimension: GL account
Role: Discrete Dimension
Remote Column: [sqlproxy].[gl_account]
Data Type: string
Aggregation: Count
Dimension: Group list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Group list
Role: Discrete Dimension
Remote Column: [sqlproxy].[group_list]
Data Type: string
Aggregation: Count
Dimension: Installed
Role: Discrete Dimension
Remote Column: [sqlproxy].[install_date]
Data Type: datetime
Aggregation: Year
Dimension: Invoice number
Role: Discrete Dimension
Remote Column: [sqlproxy].[invoice_number]
Data Type: string
Aggregation: Count
Dimension: IP Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[ip_address]
Data Type: string
Aggregation: Count
Dimension: Justification
Role: Discrete Dimension
Remote Column: [sqlproxy].[justification]
Data Type: string
Aggregation: Count
Dimension: Knowledge (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge (Incident)]
Data Type: boolean
Aggregation: Count
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [sqlproxy].[knowledge]
Data Type: boolean
Aggregation: Count
Dimension: Most recent discovery
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_discovered]
Data Type: datetime
Aggregation: Year
Dimension: Lease contract
Role: Discrete Dimension
Remote Column: [sqlproxy].[lease_id]
Data Type: string
Aggregation: Count
Dimension: Location (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Location (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[location (Incident)]
Data Type: string
Aggregation: Count
Dimension: Location
Role: Discrete Dimension
Remote Column: [sqlproxy].[location]
Data Type: string
Aggregation: Count
Dimension: MAC Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[mac_address]
Data Type: string
Aggregation: Count
Dimension: Made SLA (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla (Incident)]
Data Type: boolean
Aggregation: Count
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [sqlproxy].[made_sla]
Data Type: boolean
Aggregation: Count
Dimension: Maintenance schedule
Role: Discrete Dimension
Remote Column: [sqlproxy].[maintenance_schedule]
Data Type: string
Aggregation: Count
Dimension: Managed by
Role: Discrete Dimension
Remote Column: [sqlproxy].[managed_by]
Data Type: string
Aggregation: Count
Dimension: Manufacturer
Role: Discrete Dimension
Remote Column: [sqlproxy].[manufacturer]
Data Type: string
Aggregation: Count
Dimension: Model ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[model_id]
Data Type: string
Aggregation: Count
Dimension: Model number
Role: Discrete Dimension
Remote Column: [sqlproxy].[model_number]
Data Type: string
Aggregation: Count
Dimension: Monitor
Role: Discrete Dimension
Remote Column: [sqlproxy].[monitor]
Data Type: boolean
Aggregation: Count
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Number (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[number (Incident)]
Data Type: string
Aggregation: Count
Dimension: Number
Role: Discrete Dimension
Remote Column: [sqlproxy].[number]
Data Type: string
Aggregation: Count
Dimension: Opened (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Opened
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_at]
Data Type: datetime
Aggregation: Year
Dimension: Opened by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [sqlproxy].[opened_by]
Data Type: string
Aggregation: Count
Dimension: Ordered
Role: Discrete Dimension
Remote Column: [sqlproxy].[order_date]
Data Type: datetime
Aggregation: Year
Dimension: Owned by
Role: Discrete Dimension
Remote Column: [sqlproxy].[owned_by]
Data Type: string
Aggregation: Count
Dimension: Parent (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent (Incident)]
Data Type: string
Aggregation: Count
Dimension: Parent
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent]
Data Type: string
Aggregation: Count
Dimension: Parent Incident (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[parent_incident (Incident)]
Data Type: string
Aggregation: Count
Dimension: PO number
Role: Discrete Dimension
Remote Column: [sqlproxy].[po_number]
Data Type: string
Aggregation: Count
Dimension: Priority
Role: Discrete Dimension
Remote Column: [sqlproxy].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Problem (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[problem_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Purchased
Role: Discrete Dimension
Remote Column: [sqlproxy].[purchase_date]
Data Type: date
Aggregation: Year
Dimension: Resolved (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[resolved_at (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Resolved by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[resolved_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Change Request (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[rfc (Incident)]
Data Type: string
Aggregation: Count
Dimension: Schedule
Role: Discrete Dimension
Remote Column: [sqlproxy].[schedule]
Data Type: string
Aggregation: Count
Dimension: Serial number
Role: Discrete Dimension
Remote Column: [sqlproxy].[serial_number]
Data Type: string
Aggregation: Count
Dimension: Description (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Short description (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description (Incident)]
Data Type: string
Aggregation: Count
Dimension: Short description
Role: Discrete Dimension
Remote Column: [sqlproxy].[short_description]
Data Type: string
Aggregation: Count
Dimension: Skip sync
Role: Discrete Dimension
Remote Column: [sqlproxy].[skip_sync]
Data Type: boolean
Aggregation: Count
Dimension: SLA due (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [sqlproxy].[sla_due]
Data Type: datetime
Aggregation: Year
Dimension: Start date
Role: Discrete Dimension
Remote Column: [sqlproxy].[start_date]
Data Type: datetime
Aggregation: Year
Dimension: Subcategory (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[subcategory (Incident)]
Data Type: string
Aggregation: Count
Dimension: Subcategory (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[subcategory]
Data Type: string
Aggregation: Count
Dimension: Support group
Role: Discrete Dimension
Remote Column: [sqlproxy].[support_group]
Data Type: string
Aggregation: Count
Dimension: Supported by
Role: Discrete Dimension
Remote Column: [sqlproxy].[supported_by]
Data Type: string
Aggregation: Count
Dimension: Class
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Task type (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name (Incident)]
Data Type: string
Aggregation: Count
Dimension: Task type
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_class_name]
Data Type: string
Aggregation: Count
Dimension: Created by (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Created by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Created by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_by]
Data Type: string
Aggregation: Count
Dimension: Created (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Configuration Item)]
Data Type: datetime
Aggregation: Year
Dimension: Created (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Created
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_created_on]
Data Type: datetime
Aggregation: Year
Dimension: Domain (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Domain (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain (Incident)]
Data Type: string
Aggregation: Count
Dimension: Domain
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Domain Path (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path (Incident)]
Data Type: string
Aggregation: Count
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_domain_path]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Sys ID (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id (Incident)]
Data Type: string
Aggregation: Count
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_id]
Data Type: string
Aggregation: Count
Dimension: Updated by (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Configuration Item)]
Data Type: string
Aggregation: Count
Dimension: Updated by (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by (Incident)]
Data Type: string
Aggregation: Count
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_by]
Data Type: string
Aggregation: Count
Dimension: Updated (Configuration Item)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Configuration Item)]
Data Type: datetime
Aggregation: Year
Dimension: Updated (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Updated
Role: Discrete Dimension
Remote Column: [sqlproxy].[sys_updated_on]
Data Type: datetime
Aggregation: Year
Dimension: Time worked (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked (Incident)]
Data Type: string
Aggregation: Count
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [sqlproxy].[time_worked]
Data Type: string
Aggregation: Count
Dimension: Requires verification
Role: Discrete Dimension
Remote Column: [sqlproxy].[unverified]
Data Type: boolean
Aggregation: Count
Dimension: Upon approval (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval (Incident)]
Data Type: string
Aggregation: Count
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_approval]
Data Type: string
Aggregation: Count
Dimension: Upon reject (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject (Incident)]
Data Type: string
Aggregation: Count
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [sqlproxy].[upon_reject]
Data Type: string
Aggregation: Count
Dimension: User input (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input (Incident)]
Data Type: string
Aggregation: Count
Dimension: User input
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_input]
Data Type: string
Aggregation: Count
Dimension: Vendor
Role: Discrete Dimension
Remote Column: [sqlproxy].[vendor]
Data Type: string
Aggregation: Count
Dimension: Warranty expiration
Role: Discrete Dimension
Remote Column: [sqlproxy].[warranty_expiration]
Data Type: date
Aggregation: Year
Dimension: Watch list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [sqlproxy].[watch_list]
Data Type: string
Aggregation: Count
Dimension: Work end (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Work end
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_end]
Data Type: datetime
Aggregation: Year
Dimension: Work notes (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes (Incident)]
Data Type: string
Aggregation: Count
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes]
Data Type: string
Aggregation: Count
Dimension: Work notes list (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list (Incident)]
Data Type: string
Aggregation: Count
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_notes_list]
Data Type: string
Aggregation: Count
Dimension: Work start (Incident)
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start (Incident)]
Data Type: datetime
Aggregation: Year
Dimension: Work start
Role: Discrete Dimension
Remote Column: [sqlproxy].[work_start]
Data Type: datetime
Aggregation: Year
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: Current Year Total Cases
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Data Type: integer
Formula: // This is a calculated field using level of detail calculation
// It counts each distinct incident. The exclude is used to guarantee that filters will not interfere in the result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [Max Year?]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Time to Close an Incident
Role: Discrete Measure
Remote Column: [sqlproxy].[Calculation_519602849371926528]
Data Type: string
Formula: // This is a calculated field
// It transforms time in seconds into DD:HH:MM:SS format
STR(INT(AVG([Time to Close an Incident (seconds)])/86400))
+ " day(s) " +
IF (INT(AVG([Time to Close an Incident (seconds)])%86400/3600))
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close an Incident (seconds)])%86400/3600))
+ ":" +
IF INT(AVG([Time to Close an Incident (seconds)])%3600/60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close an Incident (seconds)])%3600/60))
+ ":" +
IF INT(AVG([Time to Close an Incident (seconds)]) %3600 %60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close an Incident (seconds)]) %3600 %60))
Aggregation: User
Measure: Time to Close an Incident (seconds)
Role: Continous Measure
Remote Column: [sqlproxy].[Calculation_863846747596144657]
Data Type: integer
Formula: // This is a calculated field
// It calculates the difference in seconds between opening and closing an incident
// Check if closed date is valid
IF [closed_at]>[opened_at]
THEN
//Calculate difference
DATEDIFF('second', [opened_at], [closed_at])
END
Aggregation: Sum
Measure: Total Active Incidents
Role: Continous Measure
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct incident. The "exclude" is used to avoid filters interfering in the final result
{EXCLUDE [opened_at], [Overdue], [Max Year?]:
COUNTD(IF [active]=TRUE
THEN [number]
END)
}
Aggregation: Attribute
Measure: Business resolve time (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[business_stc (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Resolve time (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[calendar_stc (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Child Incidents (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[child_incidents (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Escalation (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[escalation (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Escalation
Role: Continous Measure
Remote Column: [sqlproxy].[escalation]
Data Type: integer
Aggregation: Sum
Measure: Fault count
Role: Continous Measure
Remote Column: [sqlproxy].[fault_count]
Data Type: integer
Aggregation: Sum
Measure: Impact (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[impact (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Impact
Role: Continous Measure
Remote Column: [sqlproxy].[impact]
Data Type: integer
Aggregation: Sum
Measure: Incident state (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[incident_state (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Status
Role: Continous Measure
Remote Column: [sqlproxy].[install_status]
Data Type: integer
Aggregation: Sum
Measure: Notify (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[notify (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Operational status
Role: Continous Measure
Remote Column: [sqlproxy].[operational_status]
Data Type: integer
Aggregation: Sum
Measure: Order (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[order (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Order
Role: Continous Measure
Remote Column: [sqlproxy].[order]
Data Type: integer
Aggregation: Sum
Measure: Priority (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[priority (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Reassignment count
Role: Continous Measure
Remote Column: [sqlproxy].[reassignment_count]
Data Type: integer
Aggregation: Sum
Measure: Reopen count (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[reopen_count (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Severity (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[severity (Incident)]
Data Type: integer
Aggregation: Sum
Measure: State (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[state (Incident)]
Data Type: integer
Aggregation: Sum
Measure: State
Role: Continous Measure
Remote Column: [sqlproxy].[state]
Data Type: integer
Aggregation: Sum
Measure: Updates (Configuration Item)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Configuration Item)]
Data Type: integer
Aggregation: Sum
Measure: Updates (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Updates
Role: Continous Measure
Remote Column: [sqlproxy].[sys_mod_count]
Data Type: integer
Aggregation: Sum
Measure: Urgency (Incident)
Role: Continous Measure
Remote Column: [sqlproxy].[urgency (Incident)]
Data Type: integer
Aggregation: Sum
Measure: Urgency
Role: Continous Measure
Remote Column: [sqlproxy].[urgency]
Data Type: integer
Aggregation: Sum
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Aggregation: Sum
Calculated/Other
Measure: % of Overdue
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It show the percentage incidents which are overdue
(IF ATTR([Overdue]="Overdue")
THEN COUNTD([number])
END)
/
ATTR({ EXCLUDE [Overdue]:
COUNTD([number])})
Aggregation: User
Measure: Measure Values
Role: Continous Measure
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Executive Dashboard
Worksheets
Worksheet: Opened Incidents
Datasources: Incidents
Used Dimensions & Measures: [Active]
[Category (Incident)]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened Month Tooltip]
[Opened]
[Overdue]
[Priority]
[Total Active Incidents]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[Current Year Total Cases (copy)]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[Opened (copy)]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: Overdue
Datasources: Incidents
Used Dimensions & Measures: [% of Overdue]
[Active]
[Category (Incident)]
[Closed]
[Due date]
[Max Year?]
[Number]
[Opened]
[Overdue]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: AVG Time to Solve an Incident
Datasources: Incidents
Used Dimensions & Measures: [Active]
[Category (Incident)]
[Closed]
[Max Year?]
[Opened]
[Priority]
[Time to Close an Incident (seconds)]
[Time to Close an Incident]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_519602849371926528]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[Calculation_863846747596144657]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: Total Incidents by Category and YoY Change
Datasources: Incidents
Used Dimensions & Measures: [Active]
[Category (Incident)]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened]
[Overdue]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[category (Incident)]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
Worksheet: Opened Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [Active]
[Active]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
[Total # Problems]
[Total Active Problems]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_466404086465376264]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[Current Year Total Cases (copy)]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Overdue Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [% of Overdue]
[Active]
[Active]
[Closed]
[Due date]
[Max Year?]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: High and Critical Priority Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [% of critical and high priority]
[Active]
[Active]
[Max Year?]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207398023176]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Known Errors
Datasources: Incidents
Problems
Used Dimensions & Measures: [% of known error]
[Active]
[Active]
[Known error]
[Max Year?]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
[Problems with Related Incidents]
[Related Incidents]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207383207936]
[sqlproxy].[Calculation_217580207400972297]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[known_error]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
[sqlproxy].[related_incidents]
Worksheet: Age of Active Problems
Datasources: Incidents
Problems
Used Dimensions & Measures: [Active]
[Active]
[Age of Problems]
[Max Year?]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
[Time Span Breakdown]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207388532741]
[sqlproxy].[Calculation_217580207391584262]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Opened Requests
Datasources: Incidents
Requests
Used Dimensions & Measures: [Active]
[Active]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
[Total # Request]
[Total Active Requests]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_466404086465376264]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[Current Year Total Cases (copy)]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Overdue Requests
Datasources: Incidents
Requests
Used Dimensions & Measures: [% of Overdue]
[Active]
[Active]
[Closed]
[Due date]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Made SLA?
Datasources: Incidents
Requests
Used Dimensions & Measures: [% made SLA]
[Active]
[Active]
[Made SLA]
[Number]
[Opened]
[Opened]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_217580207412346890]
[sqlproxy].[made_sla]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Worksheet: Top 10 Items by Requests and YoY Change
Datasources: Incidents
Requests
Used Dimensions & Measures: [Active]
[Active]
[Closed]
[Current Year Total Cases]
[Due date]
[Max Year?]
[Name]
[Number]
[Opened]
[Opened]
[Overdue]
[Priority]
[Priority]
Used Remote Columns: [sqlproxy].[active]
[sqlproxy].[active]
[sqlproxy].[Calculation_466404086152966145]
[sqlproxy].[Calculation_466404086156124162]
[sqlproxy].[Calculation_820218105606950914]
[sqlproxy].[closed_at]
[sqlproxy].[due_date]
[sqlproxy].[name]
[sqlproxy].[number]
[sqlproxy].[opened_at]
[sqlproxy].[opened_at]
[sqlproxy].[priority]
[sqlproxy].[priority]
Dashboard Objects:
Filter: [Incidents].[YEAR(opened_at)]
Filter: [Incidents].[active]
Filter: [Incidents].[priority]
Text: Executive Dashboard
Text: Æ
Text: Æ
Text: Incidents
Text: Æ
Text: Problems
Text: Æ
Text: Requests
Worksheets
Worksheet: AVG Time to Solve an Incident
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Discrete Measure: Time to Close an Incident
Remote Column: [sqlproxy].[Calculation_519602849371926528]
Continous Measure: Time to Close an Incident (seconds)
Remote Column: [sqlproxy].[Calculation_863846747596144657]
Marks
Mark: All
Type: Automatic
Label: AVG Time To Solve an Incident <[Incidents].[Time to Close an Incident]>
View
Filters: [Incidents].[Action (Category (Incident))]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[Action (Category (Incident))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: label
[Incidents].[MONTH(opened_at)]
text-format: iLLL
Style: table
Other
background-color: #00000000
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
font-family: Tableau Bold
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
text-format: n#,##0;-#,##0
background-color: #ffffff00
font-size: 6
Style: title
Other
background-color: #e6e6e6
Worksheet: Age of Active Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Time Span Breakdown
Remote Column: [sqlproxy].[Calculation_217580207391584262]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Age of Problems
Remote Column: [sqlproxy].[Calculation_217580207388532741]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Tooltip: Time Span: <[Problems].[Time Span Breakdown]>
Percentage of Problems: <[Problems].[number]>
View
Rows: [Problems].[Time Span Breakdown]
Columns: [Problems].[number]
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Problems].[active]
Slices: [Problems].[active]
[Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Problems].[number]
display: false
Other
stroke-color: #e6e6e6
Style: label
[Problems].[Time Span Breakdown]
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: High and Critical Priority Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of critical and high priority
Remote Column: [sqlproxy].[Calculation_217580207398023176]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Label: Critical and High Priority
<[Problems].[% of critical and high priority]> of Total
View
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Problems].[YEAR(opened_at)]
Slices: [Problems].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: table
Other
background-color: #00000000
Worksheet: Known Errors
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Known error
Remote Column: [sqlproxy].[known_error]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of known error
Remote Column: [sqlproxy].[Calculation_217580207383207936]
Discrete Measure: Problems with Related Incidents
Remote Column: [sqlproxy].[Calculation_217580207400972297]
Continous Measure: Related Incidents
Remote Column: [sqlproxy].[related_incidents]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Label: Known Errors: <[Problems].[% of known error]>
Probs with rel. Incidents: <[Problems].[Problems with Related Incidents]>
Tooltip: % of known error: <[Problems].[% of known error]>
Problems with Related Incidents: <[Problems].[Problems with Related Incidents]>
View
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Problems].[YEAR(opened_at)]
Slices: [Problems].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: table
Other
background-color: #00000000
Worksheet: Made SLA?
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Made SLA
Remote Column: [sqlproxy].[made_sla]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % made SLA
Remote Column: [sqlproxy].[Calculation_217580207412346890]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Label: Made SLA? <[Requests].[% made SLA]> of Total
Tooltip: % made SLA: <[Requests].[% made SLA]>
View
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Worksheet: Opened Incidents
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Opened Month Tooltip
Remote Column: [sqlproxy].[Opened (copy)]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Continous Measure: Total Active Incidents
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Marks
Mark: All
Type: Line
Label: <[Incidents].[YEAR(opened_at)]>
Tooltip: <[Incidents].[ATTR(Opened (copy))]>
Opened Incidents: <[Incidents].[number]>
Breakdown by Priority
<Sheet name="Tooltip - Incident Breakdown by Priority" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Incidents].[number]
Columns: [Incidents].[MONTH(opened_at)]
Filters: [Incidents].[Action (Category (Incident))]
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Category (Incident))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Incidents].[number]
auto-subtitle: true
width: 47
width: 47
Other
tick-color: #00000000
line-pattern-only: solid
line-visibility: off
Style: header
[Incidents].[YEAR(opened_at)]
background-color: #e6e6e6
Other
border-style: none
Style: label
[Incidents].[MONTH(opened_at)]
text-orientation: 0
font-size: 8
text-format: iLLLLL
[Incidents].[YEAR(opened_at)]
font-size: 8
font-family: Tableau Semibold
[Incidents].[number]
font-size: 8
font-size: 8
Style: pane
Other
border-width: 5
border-style: none
rows
border-style: solid
Style: table
Other
background-color: #ffffff
Style: worksheet
cols
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
font-family: Tableau Bold
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
text-format: n#,##0;-#,##0
background-color: #ffffff00
font-size: 6
Other
line-visibility: off
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 1
Style: table-div
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Style: quick-filter
[Incidents].[YEAR(opened_at)]
title: Year
Other
font-size: 8
background-color: #ffffff
Style: quick-filter-title
Other
font-family: Tableau Light
text-align: center
Worksheet: Opened Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Continous Measure: Total # Problems
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Continous Measure: Total Active Problems
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Line
Tooltip: <[Problems].[MONTH(opened_at)]>
Opened problems: <[Problems].[number]>
Breakdown by Priority
<Sheet name="Tooltip - Problem Breakdown by Priority" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Problems].[number]
Columns: [Problems].[MONTH(opened_at)]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Problems].[number]
auto-subtitle: true
width: 48
Other
line-pattern-only: solid
tick-color: #00000000
line-visibility: off
Style: header
[Problems].[YEAR(opened_at)]
height: 19
background-color: #e6e6e6
Other
border-style: none
Style: label
[Problems].[YEAR(opened_at)]
font-size: 8
font-family: Tableau Semibold
[Problems].[MONTH(opened_at)]
text-orientation: 0
font-family: Tableau Book
font-size: 8
text-format: iLLLLL
[Problems].[number]
font-size: 8
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
Style: refline
refline0
stroke-size: 1
line-visibility: on
line-pattern-only: dashed
font-family: Tableau Bold
font-size: 6
fill-above: #00000000
fill-below: #00000000
text-format: n#,##0.0;-#,##0.0
background-color: #ffffff00
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 2
stroke-color: #f5f5f5
Style: table-div
rows
line-visibility: off
cols
stroke-color: #f5f5f5
Style: header-div
cols
line-visibility: off
Style: quick-filter
[Problems].[YEAR(opened_at)]
title: Year:
Other
background-color: #e6e6e6
Style: quick-filter-title
Other
font-family: Tableau Bold
font-size: 8
Worksheet: Opened Requests
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Continous Measure: Total # Request
Remote Column: [sqlproxy].[Calculation_466404086465376264]
Continous Measure: Total Active Requests
Remote Column: [sqlproxy].[Current Year Total Cases (copy)]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Line
Tooltip: <[Requests].[MONTH(opened_at)]>
Opened Requests: <[Requests].[number]>
Breakdown by Priority
<Sheet name="Tooltip - Request Breakdown by Priority" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Requests].[number]
Columns: [Requests].[MONTH(opened_at)]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Requests].[number]
auto-subtitle: true
width: 52
Other
line-pattern-only: solid
tick-color: #00000000
line-visibility: off
Style: header
[Requests].[YEAR(opened_at)]
background-color: #e6e6e6
Style: label
[Requests].[YEAR(opened_at)]
font-family: Tableau Semibold
font-size: 8
[Requests].[number]
font-size: 8
[Requests].[MONTH(opened_at)]
font-size: 8
text-orientation: 0
text-format: iLLLLL
Style: worksheet
cols
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
font-family: Tableau Bold
font-size: 6
fill-above: #00000000
fill-below: #00000000
text-format: n#,##0;-#,##0
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 2
Style: table-div
cols
stroke-color: #f5f5f5
rows
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: quick-filter
[Requests].[YEAR(opened_at)]
title: Year:
Other
background-color: #e6e6e6
Style: quick-filter-title
Other
font-family: Tableau Bold
font-size: 8
text-align: left
Worksheet: Overdue
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of Overdue
Marks
Mark: All
Type: Bar
View
Columns: [Incidents].[number]
Filters: [Incidents].[Action (Category (Incident))]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[Action (Category (Incident))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Incidents].[number]
auto-subtitle: true
height: 24
display: false
tick-color: #00000000
Other
line-visibility: off
Style: cell
[Incidents].[number]
text-format: p0%
font-size: 7
font-family: Tableau Book
Style: header
Other
border-style: none
Style: label
[Incidents].[MONTH(opened_at)]
text-format: iLLL
[Incidents].[number]
font-size: 7
Style: pane
Other
border-style: none
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
font-family: Tableau Bold
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
text-format: n#,##0;-#,##0
background-color: #ffffff00
font-size: 6
Style: gridline
Other
line-pattern-only: solid
stroke-size: 2
line-visibility: off
Style: zeroline
Other
line-visibility: off
Style: table-div
cols
stroke-size: 2
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
border-color: #f5f5f5
background-color: #00000000
border-style: none
Worksheet: Overdue Problems
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of Overdue
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
View
Columns: [Problems].[number]
Filters: [Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Problems].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Problems].[number]
auto-subtitle: true
display: false
Other
line-visibility: off
Style: label
[Problems].[number]
font-size: 5
cols
font-size: 8
Style: pane
Other
border-style: none
Style: gridline
Other
line-pattern-only: solid
stroke-size: 3
line-visibility: off
Style: zeroline
Other
line-visibility: off
Style: table-div
rows
stroke-size: 5
line-pattern-only: solid
line-visibility: off
cols
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
line-visibility: off
Worksheet: Overdue Requests
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: % of Overdue
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
View
Columns: [Requests].[number]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Requests].[number]
auto-subtitle: true
display: false
cols
stroke-size: 2
Other
line-visibility: off
Style: gridline
cols
stroke-size: 2
stroke-color: #e6e6e6
line-visibility: off
Style: zeroline
Other
line-visibility: off
Style: table-div
cols
line-pattern-only: solid
stroke-size: 2
stroke-color: #e6e6e6
line-visibility: off
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Tooltip - Incident Breakdown by Priority
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
View
Rows: [Incidents].[number]
Columns: [Incidents].[priority]
Filters: [Incidents].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Incidents].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Incidents].[number]
display: false
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Worksheet: Tooltip - Problem Breakdown by Priority
Visible: No
Used Datasources
Datasource: Problems
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
View
Rows: [Problems].[number]
Columns: [Problems].[priority]
Filters: [Problems].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[active]
[Incidents].[priority]
[Incidents].[YEAR(opened_at)]
[Problems].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Styles
Style: axis
[Problems].[number]
display: false
Style: worksheet
cols
display-field-labels: false
Worksheet: Tooltip - Request Breakdown by Priority
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Datasource: Incidents
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
View
Rows: [Requests].[number]
Columns: [Requests].[priority]
Filters: [Requests].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[active]
[Incidents].[priority]
[Incidents].[YEAR(opened_at)]
[Requests].[Tooltip (Max Year?,YEAR(Opened),MONTH(Opened))]
Styles
Style: axis
[Requests].[number]
display: false
Style: worksheet
cols
display-field-labels: false
Worksheet: Top 10 Items by Requests and YoY Change
Visible: No
Used Datasources
Datasource: Requests
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Name
Remote Column: [sqlproxy].[name]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Datasource: Incidents
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Marks
Mark: All
Type: Automatic
Tooltip: <[Requests].[name]>
Number of Incidents: <[Requests].[ATTR(Current Year Total Cases)]>
YoY Change: <[Requests].[pcdf:ctd:number]>
Mark: [Requests].[ATTR(Current Year Total Cases)]
Type: Automatic
Tooltip: <[Requests].[name]>
Number of Incidents: <[Requests].[ATTR(Current Year Total Cases)]>
YoY Change: <[Requests].[pcdf:ctd:number]>
Mark: [Requests].[pcdf:ctd:number]
Type: Automatic
Tooltip: <[Requests].[name]>
Number of Incidents: <[Requests].[ATTR(Current Year Total Cases)]>
YoY Change: <[Requests].[pcdf:ctd:number]>
View
Rows: [Requests].[name]
Columns: [Requests].[ATTR(Current Year Total Cases)]
[Requests].[pcdf:ctd:number]
Filters: [Requests].[name]
Manual Sorting: [Requests].[name] ASC
Slices: [Incidents].[MONTH(opened_at)]
[Incidents].[YEAR(opened_at)]
[Requests].[name]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Requests].[ATTR(Current Year Total Cases)]
display: false
[Requests].[pcdf:ctd:number]
display: false
Other
stroke-color: #e6e6e6
Style: header
Other
height-header: 10
Style: label
[Requests].[name]
font-size: 8
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
Style: header-div
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Total Incidents by Category and YoY Change
Visible: No
Used Datasources
Datasource: Incidents
Discrete Dimension: Overdue
Remote Column: [sqlproxy].[Calculation_466404086156124162]
Discrete Dimension: Max Year?
Remote Column: [sqlproxy].[Calculation_820218105606950914]
Discrete Dimension: Active
Remote Column: [sqlproxy].[active]
Discrete Dimension: Category (Incident)
Remote Column: [sqlproxy].[category (Incident)]
Discrete Dimension: Closed
Remote Column: [sqlproxy].[closed_at]
Discrete Dimension: Due date
Remote Column: [sqlproxy].[due_date]
Discrete Dimension: Number
Remote Column: [sqlproxy].[number]
Discrete Dimension: Opened
Remote Column: [sqlproxy].[opened_at]
Discrete Dimension: Priority
Remote Column: [sqlproxy].[priority]
Continous Measure: Current Year Total Cases
Remote Column: [sqlproxy].[Calculation_466404086152966145]
Marks
Mark: All
Type: Automatic
Tooltip: <[Incidents].[category (Incident)]>
Number of Incidents: <[Incidents].[ATTR(Current Year Total Cases)]>
YoY Change: <[Incidents].[pcdf:ctd:number]>
Mark: [Incidents].[ATTR(Current Year Total Cases)]
Type: Automatic
Tooltip: <[Incidents].[category (Incident)]>
Number of Incidents: <[Incidents].[ATTR(Current Year Total Cases)]>
YoY Change: <[Incidents].[pcdf:ctd:number]>
Mark: [Incidents].[pcdf:ctd:number]
Type: Automatic
Tooltip: <[Incidents].[category (Incident)]>
Number of Incidents: <[Incidents].[ATTR(Current Year Total Cases)]>
YoY Change: <[Incidents].[pcdf:ctd:number]>
View
Rows: [Incidents].[category (Incident)]
Columns: [Incidents].[ATTR(Current Year Total Cases)]
[Incidents].[pcdf:ctd:number]
Filters: [Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
Manual Sorting: [Incidents].[category (Incident)] ASC
Slices: [Incidents].[YEAR(opened_at)]
[Incidents].[MONTH(opened_at)]
[Incidents].[Action (Max Year?,YEAR(Opened),MONTH(Opened))]
[Incidents].[active]
[Incidents].[priority]
Styles
Style: axis
[Incidents].[pcdf:ctd:number]
display: false
Other
stroke-size: 1
stroke-color: #e6e6e6
tick-color: #00000000
cols
line-visibility: off
Style: header
Other
height-header: 10
[Incidents].[category (Incident)]
width: 150
Style: label
[Incidents].[MONTH(opened_at)]
text-format: iLLL
[Incidents].[category (Incident)]
font-weight: normal
font-family: Tableau Book
color: #666666
font-size: 8
[Incidents].[pcdf:ctd:number]
font-size: 8
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
text-format: n#,##0;-#,##0
background-color: #ffffff00
font-size: 6
stroke-size: 1
stroke-color: #5555554b
font-family: Tableau Semibold
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
cols
line-pattern-only: solid
stroke-size: 2
line-visibility: off
rows
line-pattern-only: solid
stroke-size: 2
line-visibility: off
Style: table-div
cols
stroke-color: #f5f5f5
stroke-size: 5
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #f5f5f5
stroke-size: 1
Style: header-div
rows
stroke-color: #f5f5f5
line-visibility: off
Style: title
Other
border-width: 1
border-style: none
background-color: #f2f2f3
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | SalesForce 1.twbx |
| Matches | 3 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 30.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Name
Role: Discrete Dimension
Remote Column: [Account].[Name]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Id (Account)
Role: Discrete Dimension
Remote Column: [Account].[Id]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastViewedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: Photo URL
Role: Discrete Dimension
Remote Column: [Account].[PhotoUrl]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Forecast Category
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: Last Referenced Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastReferencedDate]
Data Type: datetime
Dimension: Last Viewed Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastViewedDate]
Data Type: datetime
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: Opportunity Product Name
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Name]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Product2Id]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: AutoBccStayInTouch
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBccStayInTouch]
Data Type: boolean
Dimension: AutoBcc
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBcc]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: DisableEndorsementEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableEndorsementEmail]
Data Type: boolean
Dimension: DisableFeedbackEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFeedbackEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: DisableWorkEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableWorkEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Email Sender Address
Role: Discrete Dimension
Remote Column: [Owned By].[SenderEmail]
Data Type: string
Dimension: Email Sender Name
Role: Discrete Dimension
Remote Column: [Owned By].[SenderName]
Data Type: string
Dimension: Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[Signature]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: HideChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideChatterOnboardingSplash]
Data Type: boolean
Dimension: HideS1BrowserUI
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideS1BrowserUI]
Data Type: boolean
Dimension: HideSecondChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideSecondChatterOnboardingSplash]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: JigsawListUser
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesJigsawListUser]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastReferencedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastViewedDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: ShowCityToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToExternalUsers]
Data Type: boolean
Dimension: ShowCityToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToGuestUsers]
Data Type: boolean
Dimension: ShowCountryToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToExternalUsers]
Data Type: boolean
Dimension: ShowCountryToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToGuestUsers]
Data Type: boolean
Dimension: ShowEmailToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowEmailToExternalUsers]
Data Type: boolean
Dimension: ShowFaxToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowFaxToExternalUsers]
Data Type: boolean
Dimension: ShowManagerToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowManagerToExternalUsers]
Data Type: boolean
Dimension: ShowMobilePhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowMobilePhoneToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToGuestUsers]
Data Type: boolean
Dimension: ShowProfilePicToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowProfilePicToGuestUsers]
Data Type: boolean
Dimension: ShowStateToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToExternalUsers]
Data Type: boolean
Dimension: ShowStateToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToGuestUsers]
Data Type: boolean
Dimension: ShowStreetAddressToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStreetAddressToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToGuestUsers]
Data Type: boolean
Dimension: ShowWorkPhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowWorkPhoneToExternalUsers]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Stay-in-Touch Email Note
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchNote]
Data Type: string
Dimension: Stay-in-Touch Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSignature]
Data Type: string
Dimension: Stay-in-Touch Email Subject
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSubject]
Data Type: string
Dimension: StayInTouchReminder
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesStayInTouchReminder]
Data Type: boolean
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Photo has a badge overlay
Role: Discrete Dimension
Remote Column: [Owned By].[IsBadged]
Data Type: boolean
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Work.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsWorkDotComUserFeature]
Data Type: boolean
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: Product2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: ProductCode (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastViewedDate]
Data Type: datetime
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: About 1
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculation to show the following text:
"What is this dashboard about?"
Dimension: Click to Access List of Accounts
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculation to show the following text:
"Click to See/Hide List of Accounts"
Dimension: Group Opportunities
Role: Discrete Dimension
Data Type: string
Formula: // This is an If Statement
// It splits opportunities into three big groups based in their states
IF [Closed]=TRUE AND [Won]=TRUE
THEN "Win"
ELSEIF [Closed]=TRUE AND [Won]=FALSE
THEN "Loss"
ELSE "Active"
END
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Billing Latitude
Role: Continous Measure
Remote Column: [Account].[BillingLatitude]
Data Type: real
Aggregation: Avg
Measure: Billing Longitude
Role: Continous Measure
Remote Column: [Account].[BillingLongitude]
Data Type: real
Aggregation: Avg
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Shipping Latitude
Role: Continous Measure
Remote Column: [Account].[ShippingLatitude]
Data Type: real
Aggregation: Avg
Measure: Shipping Longitude
Role: Continous Measure
Remote Column: [Account].[ShippingLongitude]
Data Type: real
Aggregation: Avg
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Probability (%)
Role: Continous Measure
Remote Column: [Opportunities].[Probability]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Won
Role: Continous Measure
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: Data.com Monthly Addition Limit
Role: Continous Measure
Remote Column: [Owned By].[JigsawImportLimitOverride]
Data Type: integer
Measure: Latitude
Role: Continous Measure
Remote Column: [Owned By].[Latitude]
Data Type: real
Aggregation: Avg
Measure: Longitude
Role: Continous Measure
Remote Column: [Owned By].[Longitude]
Data Type: real
Aggregation: Avg
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Measure: Created Date
Role: Continous Measure
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Aggregation: Year
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Measure: Name (Product)
Role: Continous Measure
Remote Column: [Product2].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: # of Open
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement combined with a Count Distinct function
// It shows true and counts if an opportunity is open
ZN(COUNTD(IF[Closed]=FALSE THEN [Opportunity ID] END))
Measure: Active Opportunities
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement
// It shows "1" it the opportunity is active
IIF([Closed]=FALSE, 1, 0)
Measure: Win rate
Role: Continous Measure
Data Type: real
Formula: // This is an If Statement combined with a Count Distinct function
// It calculates all opportunities close/won against all opportunities closed
[# of Wins]
/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))
Measure: # of Losses
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement combined with a Count Distinct function
// It shows true and counts if an opportunity is lost
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=FALSE THEN [Opportunity ID] END))
Measure: # of Wins
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement combined with a Count Distinct function
// It shows true and count if an opportunity is won
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=TRUE THEN [Opportunity ID] END))
Measure: Customer Since
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// If an account is selected, it shows its created date
(IIF( COUNTD([Account Name])=1, STR(MIN([Created Date])), ""))
Measure: Show Salesperson Name
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It shows the salespersons name if a salesperson is selected
IIF (COUNTD([Full Name])=1, ATTR([Full Name]), "All Salespeople")
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: // This is an If Statement to calculate the sales total
// Sales happen when the opportunity is won and closed
IIF([Closed]=TRUE AND [Won]=TRUE, [Amount], 0)
Measure: Show Account Name
Role: Discrete Measure
Data Type: string
Formula: // This is an If Statement
// It shows the account name if an account is selected
IF COUNTD([Account Name])=1
THEN ATTR([Account Name])
ELSE "All Accounts"
END
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Loss rate
Role: Continous Measure
Data Type: real
Formula: //Calculate all opportunities close/lost against all opportunities closed
[# of Wins (copy)]/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Account Tracking
Worksheets
Worksheet: Show Salespeople
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Full Name]
[Show Salesperson Name]
Used Remote Columns: [Account].[Name]
[Owned By].[Name]
Worksheet: Title
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Full Name]
[Industry]
[Name (Product)]
[Show Account Name]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Total Opportunities 1
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Losses]
[# of Open]
[# of Wins]
[Account Name]
[Active Opportunities]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Opportunity ID]
[Sales]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Active Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Active Opportunities]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Losses
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Losses]
[Account Name]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Loss rate]
[Name (Product)]
[Opportunity ID]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Wins
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Account Name]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Opportunity ID]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Click to See List of Accounts
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Click to Access List of Accounts]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: LIst of Accounts
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Click to Access List of Accounts]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Account's Size Including Losses
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Opportunity ID]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Close Date]
[Closed]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Opportunities)]
[Name (Product)]
[Opportunity ID]
[Show Account Name]
[Stage]
[Won]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[Name]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Group Opportunities]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Name (Product)]
Filter: [Opportunities (Salesforce)].[Industry]
Filter: [Opportunities (Salesforce)].[Account Name]
Text: <Sheet Name>
Text: Use Options Below to Filter
Worksheets
Worksheet: Account's Size Including Losses
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Account Name]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Amount: <[Opportunities (Salesforce)].[SUM(Amount)]>
View
Filters: [Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Group Opportunities]
Styles
Style: axis
Other
line-pattern-only: solid
stroke-color: #d4d4d4
line-visibility: off
tick-color: #00000000
Style: cell
Other
border-style: none
Style: header
Other
border-style: none
border-style: none
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Book
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Book
text-format: c"$"#,##0,K;("$"#,##0,K)
[Opportunities (Salesforce)].[Account Name]
font-family: Tableau Book
font-weight: normal
Style: pane
Other
border-style: none
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
line-visibility: off
Style: zeroline
Other
line-pattern-only: solid
stroke-color: #555555
stroke-size: 2
line-visibility: off
Style: table-div
rows
stroke-color: #d7d7d7
line-visibility: off
cols
stroke-color: #d7d7d7
line-visibility: off
Style: header-div
rows
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
font-family: Tableau Book
Style: legend-title
Other
text-align: center
font-family: Tableau Book
font-weight: normal
Style: axis-title
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Bold
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Bold
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[Name (Product)]
title: Product
[Opportunities (Salesforce)].[Industry]
title: Industry
[Opportunities (Salesforce)].[Account Name]
title: Account
Other
font-size: 8
font-family: Tableau Book
font-weight: bold
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Active Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Active Opportunities
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[SUM(# of Losses (copy))]>
Tooltip: Account Name: <!Missing Field!>
Number of Opportunities:
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
text-align: center
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 3
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
Style: quick-filter-title
Other
font-size: 14
font-weight: bold
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
Worksheet: Click to See List of Accounts
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Click to Access List of Accounts
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Click to Access List of Accounts]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
Styles
Style: header
Other
border-color: #e6e6e6
Style: pane
Other
border-style: none
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
rows
stroke-color: #e6e6e6
line-visibility: on
line-pattern-only: solid
Style: header-div
rows
line-pattern-only: solid
stroke-color: #a0cbe8
line-visibility: off
cols
line-visibility: off
Worksheet: LIst of Accounts
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Click to Access List of Accounts
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Marks
Mark: All
Type: Automatic
Label: • <[Opportunities (Salesforce)].[Account Name]>
Tooltip: Use CTRL + Select to pick more than one account
View
Rows: [Opportunities (Salesforce)].[Account Name]
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Click to Access List of Accounts)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Click to Access List of Accounts)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
width: 210
Style: label
[Opportunities (Salesforce)].[Account Name]
display: false
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
Other
font-family: Tableau Book
font-size: 7
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Worksheet: Losses
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: # of Losses
Continous Measure: Loss rate
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins (copy)]>
Loss Rate: <[Opportunities (Salesforce)].[Win rate (copy)]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #fac857
Worksheet: Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: Show Account Name
Marks
Mark: All
Type: Square
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Account: <[Opportunities (Salesforce)].[Show Account Name]>
Salesperson:<[Opportunities (Salesforce)].[ATTR(Full Name)]>
Stage: <[Opportunities (Salesforce)].[ATTR(Stage)]>
Close Date:<[Opportunities (Salesforce)].[Close Date]>
Value: <[Opportunities (Salesforce)].[SUM(Amount)]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
([Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Name (Opportunities)]))
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
[Opportunities (Salesforce)].[Stage]
height: 42
Other
width: 205
text-align: center
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 29
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 120
[Opportunities (Salesforce)].[Stage]
width: 80
[Opportunities (Salesforce)].[Close Date]
width: 84
[Opportunities (Salesforce)].[Account Name]
width: 136
Style: field-labels-decoration
Other
font-family: Tableau Regular
font-weight: normal
font-size: 9
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[Close Date]
font-family: Tableau Book
[Opportunities (Salesforce)].[Name (Opportunities)]
font-family: Tableau Book
[Opportunities (Salesforce)].[Stage]
font-family: Tableau Book
Style: table
rows
band-level: 2
Style: worksheet
cols
display-field-labels: false
Other
font-family: Tableau Book
Style: table-div
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 90
Other
background-color: #ffffff
Worksheet: Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Marks
Mark: All
Type: Circle
Tooltip: <[Opportunities (Salesforce)].[DAY(Close Date)]> - Breakdown by Opportunities:
<Sheet name="Tooltip - Opportunities by Close Date" maxwidth="300" maxheight="400" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[Group Opportunities]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Group Opportunities]
Styles
Style: axis
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
Other
tick-color: #666666
line-pattern-only: solid
stroke-color: #898989
line-visibility: off
rows
line-pattern-only: solid
cols
tick-color: #00000000
Style: cell
Other
cell-w: 80
cell-h: 140
cell: 20
cell-q: 100
Style: header
[Opportunities (Salesforce)].[Group Opportunities]
width: 59
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[DAY(Close Date)]
font-family: Tableau Book
[Opportunities (Salesforce)].[Group Opportunities]
font-family: Tableau Bold
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
stroke-size: 5
stroke-color: #1b1b1b
line-visibility: on
line-pattern-only: dashed
rows
line-visibility: off
cols
stroke-size: 4
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: dotted
stroke-size: 2
stroke-color: #898989
Style: table-div
rows
div-level: 1
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
cols
line-pattern-only: dashed
stroke-size: 5
div-level: 1
line-visibility: off
Style: header-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
[Opportunities (Salesforce)].[Group Opportunities]
col-width: 80
Other
font-family: Tableau Book
font-size: 7
Style: legend-title
Other
font-family: Tableau Book
font-weight: normal
font-size: 8
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Show Salespeople
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Measure: Show Salesperson Name
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Salesperson Name]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Full Name]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Title
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Measure: Show Account Name
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Account Name]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Account Name]
Styles
Style: pane
Other
border-style: none
Style: table
Other
background-color: #f2f2f3
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Tooltip - Opportunities by Close Date
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Marks
Mark: All
Type: Bar
Tooltip:
Stage:
Close Date:
Value:
View
Rows: [Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[SUM(Amount)]
Filters: [Opportunities (Salesforce)].[Tooltip (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Tooltip (Group Opportunities,DAY(Close Date))]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Amount)]
auto-subtitle: true
display: false
Other
line-pattern-only: solid
stroke-color: #898989
line-visibility: off
tick-color: #f5f5f5
rows
line-pattern-only: solid
Style: cell
[Opportunities (Salesforce)].[Account Name]
height: 33
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 27
Style: header
[Opportunities (Salesforce)].[Account Name]
width: 164
Other
border-style: none
rows
band-color: #00000000
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 184
Style: label
[Opportunities (Salesforce)].[Group Opportunities]
font-family: Tableau Bold
[Opportunities (Salesforce)].[Account Name]
font-weight: normal
Style: pane
Other
border-style: none
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Other
font-family: Tableau Book
font-weight: normal
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
Style: zeroline
Other
line-pattern-only: dotted
stroke-size: 2
stroke-color: #898989
line-visibility: off
Style: table-div
cols
stroke-size: 3
line-pattern-only: solid
div-level: 0
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 2
Style: header-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Style: legend
Other
font-family: Tableau Book
font-size: 7
Style: legend-title
Other
font-family: Tableau Book
font-weight: normal
font-size: 8
Style: tooltip
Other
font-family: Tableau Book
font-size: 8
Worksheet: Total Opportunities 1
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: # of Open
Continous Measure: Active Opportunities
Continous Measure: # of Losses
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: # of Wins
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Multiple Values]>
Tooltip: Account Name: <!Missing Field!>
Number of Opportunities:
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
text-align: center
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0,K;("$"#,##0,K)
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: top
font-family: Tableau Regular
font-size: 9
font-weight: normal
color: #333333
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #f5f5f5
Style: title
Other
background-color: #f5f5f5
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
Style: quick-filter-title
Other
font-size: 14
font-weight: bold
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
Worksheet: Wins
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Win rate
Continous Measure: # of Wins
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins]>
Win Rate: <[Opportunities (Salesforce)].[# of Wins (copy 2)]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Action (Group Opportunities,DAY(Close Date))]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Group Opportunities,TAG(Close Date))]
Styles
Style: cell
Other
border-width: 5
border-style: none
Style: pane
Other
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #58c4a5
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Opportunity Overview.twbx |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 30.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Name
Role: Discrete Dimension
Remote Column: [Account].[Name]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Industry
Role: Discrete Dimension
Remote Column: [Account].[Industry]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastViewedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: Photo URL
Role: Discrete Dimension
Remote Column: [Account].[PhotoUrl]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: EmailPreferencesAutoBcc (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailPreferencesAutoBcc]
Data Type: boolean
Dimension: EmailPreferencesAutoBccStayInTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailPreferencesAutoBccStayInTouch]
Data Type: boolean
Dimension: EmailPreferencesStayInTouchReminder (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailPreferencesStayInTouchReminder]
Data Type: boolean
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: IsBadged (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsBadged]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastReferencedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastViewedDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: SenderEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[SenderEmail]
Data Type: string
Dimension: SenderName (User)
Role: Discrete Dimension
Remote Column: [Manager].[SenderName]
Data Type: string
Dimension: Signature (User)
Role: Discrete Dimension
Remote Column: [Manager].[Signature]
Data Type: string
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: StayInTouchNote (User)
Role: Discrete Dimension
Remote Column: [Manager].[StayInTouchNote]
Data Type: string
Dimension: StayInTouchSignature (User)
Role: Discrete Dimension
Remote Column: [Manager].[StayInTouchSignature]
Data Type: string
Dimension: StayInTouchSubject (User)
Role: Discrete Dimension
Remote Column: [Manager].[StayInTouchSubject]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPermissionsWorkDotComUserFeature (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsWorkDotComUserFeature]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableEndorsementEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableEndorsementEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFeedbackEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFeedbackEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableWorkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableWorkEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesHideChatterOnboardingSplash (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideChatterOnboardingSplash]
Data Type: boolean
Dimension: UserPreferencesHideS1BrowserUI (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideS1BrowserUI]
Data Type: boolean
Dimension: UserPreferencesHideSecondChatterOnboardingSplash (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideSecondChatterOnboardingSplash]
Data Type: boolean
Dimension: UserPreferencesJigsawListUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesJigsawListUser]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesShowCityToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCityToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowCityToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCityToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowCountryToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCountryToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowCountryToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowCountryToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowEmailToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowEmailToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowFaxToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowFaxToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowManagerToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowManagerToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowMobilePhoneToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowMobilePhoneToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowPostalCodeToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowPostalCodeToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowPostalCodeToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowPostalCodeToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowProfilePicToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowProfilePicToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowStateToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowStateToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowStateToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowStateToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowStreetAddressToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowStreetAddressToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowTitleToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowTitleToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesShowTitleToGuestUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowTitleToGuestUsers]
Data Type: boolean
Dimension: UserPreferencesShowWorkPhoneToExternalUsers (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesShowWorkPhoneToExternalUsers]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Forecast Category
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: Last Referenced Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastReferencedDate]
Data Type: datetime
Dimension: Last Viewed Date
Role: Discrete Dimension
Remote Column: [Opportunities].[LastViewedDate]
Data Type: datetime
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Name (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[Name]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: Opportunity Product Name
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Name]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Product2Id]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: AutoBccStayInTouch
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBccStayInTouch]
Data Type: boolean
Dimension: AutoBcc
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesAutoBcc]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: DisableEndorsementEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableEndorsementEmail]
Data Type: boolean
Dimension: DisableFeedbackEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFeedbackEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: DisableWorkEmail
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableWorkEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Email Sender Address
Role: Discrete Dimension
Remote Column: [Owned By].[SenderEmail]
Data Type: string
Dimension: Email Sender Name
Role: Discrete Dimension
Remote Column: [Owned By].[SenderName]
Data Type: string
Dimension: Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[Signature]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: HideChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideChatterOnboardingSplash]
Data Type: boolean
Dimension: HideS1BrowserUI
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideS1BrowserUI]
Data Type: boolean
Dimension: HideSecondChatterOnboardingSplash
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideSecondChatterOnboardingSplash]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: JigsawListUser
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesJigsawListUser]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LastReferencedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Owned By)
Role: Discrete Dimension
Remote Column: [Owned By].[LastViewedDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: ShowCityToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToExternalUsers]
Data Type: boolean
Dimension: ShowCityToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCityToGuestUsers]
Data Type: boolean
Dimension: ShowCountryToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToExternalUsers]
Data Type: boolean
Dimension: ShowCountryToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowCountryToGuestUsers]
Data Type: boolean
Dimension: ShowEmailToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowEmailToExternalUsers]
Data Type: boolean
Dimension: ShowFaxToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowFaxToExternalUsers]
Data Type: boolean
Dimension: ShowManagerToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowManagerToExternalUsers]
Data Type: boolean
Dimension: ShowMobilePhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowMobilePhoneToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToExternalUsers]
Data Type: boolean
Dimension: ShowPostalCodeToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowPostalCodeToGuestUsers]
Data Type: boolean
Dimension: ShowProfilePicToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowProfilePicToGuestUsers]
Data Type: boolean
Dimension: ShowStateToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToExternalUsers]
Data Type: boolean
Dimension: ShowStateToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStateToGuestUsers]
Data Type: boolean
Dimension: ShowStreetAddressToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowStreetAddressToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToExternalUsers]
Data Type: boolean
Dimension: ShowTitleToGuestUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowTitleToGuestUsers]
Data Type: boolean
Dimension: ShowWorkPhoneToExternalUsers
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesShowWorkPhoneToExternalUsers]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Stay-in-Touch Email Note
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchNote]
Data Type: string
Dimension: Stay-in-Touch Email Signature
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSignature]
Data Type: string
Dimension: Stay-in-Touch Email Subject
Role: Discrete Dimension
Remote Column: [Owned By].[StayInTouchSubject]
Data Type: string
Dimension: StayInTouchReminder
Role: Discrete Dimension
Remote Column: [Owned By].[EmailPreferencesStayInTouchReminder]
Data Type: boolean
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Photo has a badge overlay
Role: Discrete Dimension
Remote Column: [Owned By].[IsBadged]
Data Type: boolean
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Work.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsWorkDotComUserFeature]
Data Type: boolean
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: Product2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: ProductCode (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: LastReferencedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastReferencedDate]
Data Type: datetime
Dimension: LastViewedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastViewedDate]
Data Type: datetime
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Status
Role: Discrete Dimension
Data Type: string
Formula: if [Closed]=False then "Open" else "Closed" end
Dimension: Group Opportunities
Role: Discrete Dimension
Data Type: string
Formula: //It is an If Statement
//It groups the opportunities into win, loss and active
IF [Closed]=TRUE AND [Won]=TRUE
THEN "Win"
ELSEIF [Closed]=TRUE AND [Won]=FALSE
THEN "Loss"
ELSE "Active"
END
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Billing Latitude
Role: Continous Measure
Remote Column: [Account].[BillingLatitude]
Data Type: real
Aggregation: Avg
Measure: Billing Longitude
Role: Continous Measure
Remote Column: [Account].[BillingLongitude]
Data Type: real
Aggregation: Avg
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Shipping Latitude
Role: Continous Measure
Remote Column: [Account].[ShippingLatitude]
Data Type: real
Aggregation: Avg
Measure: Shipping Longitude
Role: Continous Measure
Remote Column: [Account].[ShippingLongitude]
Data Type: real
Aggregation: Avg
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Manager
Measure: JigsawImportLimitOverride (User)
Role: Continous Measure
Remote Column: [Manager].[JigsawImportLimitOverride]
Data Type: integer
Measure: Latitude (User)
Role: Continous Measure
Remote Column: [Manager].[Latitude]
Data Type: real
Aggregation: Avg
Measure: Longitude (User)
Role: Continous Measure
Remote Column: [Manager].[Longitude]
Data Type: real
Aggregation: Avg
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Probability (%)
Role: Continous Measure
Remote Column: [Opportunities].[Probability]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Opportunity ID
Role: Continous Measure
Remote Column: [Opportunities].[Id]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Won
Role: Continous Measure
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: Data.com Monthly Addition Limit
Role: Continous Measure
Remote Column: [Owned By].[JigsawImportLimitOverride]
Data Type: integer
Measure: Latitude
Role: Continous Measure
Remote Column: [Owned By].[Latitude]
Data Type: real
Aggregation: Avg
Measure: Longitude
Role: Continous Measure
Remote Column: [Owned By].[Longitude]
Data Type: real
Aggregation: Avg
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Measure: Name (Product)
Role: Continous Measure
Remote Column: [Product2].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Active Opportunities
Role: Continous Measure
Data Type: integer
Formula: // This is an If Statement
//It shows "1" for each one of the active opportunities
IF [Closed]=False then 1 else 0 end
Measure: Win rate
Role: Continous Measure
Data Type: real
Formula: // This is a calculation
// It counts each one of the distinct close/won opportunities and divide them by the total number of opportunities closed
ZN([# of Wins]
/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END)))
Measure: # of Losses
Role: Continous Measure
Data Type: integer
Formula: // This is a calculation combining an If Statement and a Count Distinct function
// It shows true and count if an opportunity is closed and lost
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=FALSE THEN [Opportunity ID] END))
Measure: AVG Size of Deal
Role: Continous Measure
Data Type: real
Formula: // This is a calculation
// It shows the average expected amount for each one of the opportunities
SUM([Expected Amount])/COUNTD([Opportunity ID])
Measure: # of Wins
Role: Continous Measure
Data Type: integer
Formula: // This is a calculation combining an If Statement and a Count Distinct function
// It shows true and count if an opportunity is won
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=TRUE THEN [Opportunity ID] END))
Measure: Show Salesperson Name
Role: Discrete Measure
Data Type: string
Formula: //It is an If Statement
// It shows the salesperson name if a salesperson is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s Team", "All Teams")
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: // It is an If Statement
// It calculates the sales total
// Sales happen when the opportunity is won and closed
IIF([Closed]=TRUE AND [Won]=TRUE, [Amount], 0)
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Loss rate
Role: Continous Measure
Data Type: real
Formula: //Calculate all opportunities close/lost against all opportunities closed
[# of Wins (copy)]/
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Opportunity Overview
Worksheets
Worksheet: Show Manager
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Billing Country]
[Close Date]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Show Salesperson Name]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Total Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Active Opportunities]
[Amount]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Sales]
[Stage]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: # of Losses
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Losses]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Forecast Category]
[Full Name]
[Industry]
[Loss rate]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: # of Wins
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Expected Revenue
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [AVG Size of Deal]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Group Opportunities]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Geographic Distribution
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing City]
[Billing Country]
[Close Date]
[Expected Amount]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Stage]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Worksheet: Industry Size
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [# of Wins]
[Billing City]
[Billing Country]
[Close Date]
[Closed]
[Forecast Category]
[Full Name]
[Industry]
[Name (Product)]
[Name (User)]
[Opportunity ID]
[Stage]
[Win rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Opportunities].[StageName]
[Owned By].[Name]
[Product2].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Name (Product)]
Filter: [Opportunities (Salesforce)].[Industry]
Filter: [Opportunities (Salesforce)].[Name (User)]
Filter: [Opportunities (Salesforce)].[Stage]
Text: <Sheet Name>
Text: Use Options Below to Filter
Text: Æ
Text: ★
Worksheets
Worksheet: # of Losses
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: # of Losses
Continous Measure: Loss rate
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins (copy)]>
Loss Rate: <[Opportunities (Salesforce)].[Win rate (copy)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #b81840
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[Name (Product)]
title: Product
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
Worksheet: # of Wins
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Win rate
Continous Measure: # of Wins
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[# of Wins]>
Win Rate: <[Opportunities (Salesforce)].[# of Wins (copy 2)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: cell
Other
border-width: 5
border-style: none
Style: pane
Other
border-width: 5
border-style: none
Style: table
Other
background-color: #00000000
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #33608c
Worksheet: Expected Revenue
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Group Opportunities
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: AVG Size of Deal
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Tooltip: Week Starting at <[Opportunities (Salesforce)].[DAY(Close Date)]>
Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="350" maxheight="400" filter="<All Fields>">
Mark: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Type: Bar
Tooltip: Week Starting at <[Opportunities (Salesforce)].[DAY(Close Date)]>
Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="350" maxheight="400" filter="<All Fields>">
Mark: [Opportunities (Salesforce)].[Opportunity ID]
Type: Bar
Tooltip: Week Starting at <[Opportunities (Salesforce)].[DAY(Close Date)]>
Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="350" maxheight="400" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[SUM(Expected Amount)]
[Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[MY(Close Date)]
[Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(Close Date)]
Manual Sorting: [Opportunities (Salesforce)].[Forecast Category] ASC
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[DAY(Close Date)]
[Opportunities (Salesforce)].[Group Opportunities]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Expected Amount)]
title: Expected Amount
auto-subtitle: true
width: 107
[Opportunities (Salesforce)].[Opportunity ID]
title: Number of Opportunities
auto-subtitle: true
width: 107
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
Other
line-pattern-only: solid
tick-color: #00000000
stroke-size: 3
stroke-color: #333333
line-visibility: off
Style: header
[Opportunities (Salesforce)].[MY(Close Date)]
height: 19
background-color: #f2f2f3
cols
band-color: #00000000
[Opportunities (Salesforce)].[SUM(Expected Amount)]
background-color: #ffffff
[Opportunities (Salesforce)].[Opportunity ID]
background-color: #ffffff
Style: label
[Opportunities (Salesforce)].[WEEK(Close Date)]
display: false
text-format: iw
text-orientation: 0
wrap: auto
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[MY(Close Date)]
font-size: 8
Style: pane
cols
band-color: #00000000
Style: table
cols
band-level: 1
band-size: 1
Style: worksheet
cols
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #89898967
font-size: 6
background-color: #ffffff00
refline1
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #89898967
fill-above: #00000000
fill-below: #00000000
font-size: 6
background-color: #ffffff00
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
line-pattern-only: solid
stroke-color: #333333
stroke-size: 5
line-visibility: off
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 2
stroke-color: #f5f5f5
cols
line-pattern-only: solid
stroke-size: 1
stroke-color: #e6e6e6
line-visibility: off
Style: header-div
cols
stroke-color: #ffffff
line-visibility: on
line-pattern-only: solid
stroke-size: 5
rows
stroke-color: #f5f5f5
stroke-size: 4
Style: title
Other
background-color: #f2f2f3
Style: axis-title
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Regular
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Regular
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Style: tooltip
Other
font-family: Tableau Book
Worksheet: Geographic Distribution
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Billing City]> | <[Opportunities (Salesforce)].[Billing Country]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Opportunities Details:
<Sheet name="Tooltip - Opportunities" maxwidth="320" maxheight="400" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[Latitude (generated)]
Columns: [Opportunities (Salesforce)].[Longitude (generated)]
Filters: [Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
tab_coastline
enabled: true
pp2_line
enabled: false
light_adm0_bnd
enabled: true
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: false
um_adm0_lbl
enabled: false
light_pp2_statebounds
enabled: false
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: true
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.40000000596046448
Worksheet: Industry Size
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Win rate
Continous Measure: # of Wins
Marks
Mark: All
Type: Square
Label: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[# of Wins (copy 2)]> win
Tooltip: <[Opportunities (Salesforce)].[Industry]>
Opportunities Total: <[Opportunities (Salesforce)].[Opportunity ID]>
Win rate: <[Opportunities (Salesforce)].[# of Wins (copy 2)]>
# of Wins: <[Opportunities (Salesforce)].[# of Wins]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: pane
Other
border-style: none
Style: worksheet
Other
font-family: Tableau Book
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: legend
Other
font-family: Tableau Book
font-size: 7
Style: legend-title-text
[Opportunities (Salesforce)].[# of Wins (copy 2)]
color: Win rate:
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Show Manager
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Measure: Show Salesperson Name
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Salesperson Name]>
View
Filters: [Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Account Name)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Tooltip - Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Continous Measure: Active Opportunities
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: Account Name: <[Opportunities (Salesforce)].[Account Name]>
Forecast Category: <[Opportunities (Salesforce)].[Forecast Category]>
Opportunity ID: <[Opportunities (Salesforce)].[Opportunity ID]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Expected Amount)]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Account Name]
Columns: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Tooltip (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Tooltip (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Forecast Category]
Manual Sorting: [Opportunities (Salesforce)].[Opportunity ID] ASC
Slices: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Tooltip (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Tooltip (Billing City,Billing Country)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Expected Amount)]
display: false
Style: cell
[Opportunities (Salesforce)].[Account Name]
height: 23
Style: header
[Opportunities (Salesforce)].[Account Name]
width: 204
Style: field-labels
Other
font-size: 8
font-family: Tableau Regular
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[Account Name]
font-family: Tableau Book
font-size: 8
Style: pane
Other
border-style: none
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: table-div
rows
stroke-color: #f5f5f5
cols
line-visibility: off
Worksheet: Total Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (Product)
Remote Column: [Product2].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Active Opportunities
Continous Measure: Win rate
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: # of Wins
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Multiple Values]>
Tooltip: Account Name: <!Missing Field!>
Number of Opportunities:
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Name (Product)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (MY(Close Date),DAY(Close Date),Forecast Category)]
Styles
Style: cell
Other
text-align: center
color: #f47942
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0,K;("$"#,##0,K)
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 30
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
font-family: Tableau Regular
color: #333333
vertical-align: center
font-size: 9
font-weight: normal
Style: table
Other
background-color: #00000000
Style: worksheet
Other
font-size: 14
font-weight: bold
Style: table-div
rows
line-visibility: off
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
Style: title
Other
font-size: 14
font-weight: bold
background-color: #f2f2f3
Style: legend
Other
background-color: #ffffff
Style: quick-filter
Other
font-size: 8
font-weight: normal
Style: quick-filter-title
Other
font-size: 14
font-weight: bold
Style: parameter-ctrl
Other
font-size: 8
font-weight: normal
Style: parameter-ctrl-title
Other
font-size: 9
font-weight: bold
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | SalesForce Open Pipeline.twbx |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: OpportunityHistory
Database Object: [OpportunityHistory]
Connection: Opportunities (Salesforce)
Table: OpportunityStage
Database Object: [OpportunityStage]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
OpportunityHistory
Dimension: CloseDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedDate]
Data Type: datetime
Dimension: IsDeleted (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[IsDeleted]
Data Type: boolean
Dimension: OpportunityId (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[OpportunityId]
Data Type: string
Dimension: To ForecastCategory
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[ForecastCategory]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
OpportunityStage
Dimension: CreatedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedDate]
Data Type: datetime
Dimension: Description
Role: Discrete Dimension
Remote Column: [OpportunityStage].[Description]
Data Type: string
Dimension: Forecast Category Name
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategoryName]
Data Type: string
Dimension: ForecastCategory (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategory]
Data Type: string
Dimension: Is Active
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsActive]
Data Type: boolean
Dimension: IsClosed (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsClosed]
Data Type: boolean
Dimension: IsWon (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsWon]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedDate]
Data Type: datetime
Dimension: Master Label
Role: Discrete Dimension
Remote Column: [OpportunityStage].[MasterLabel]
Data Type: string
Dimension: SortOrder (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SortOrder]
Data Type: integer
Aggregation: Sum
Dimension: SystemModstamp (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsActive (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Name (Product)
Role: Discrete Dimension
Data Type: string
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Data Type: string
Dimension: Product Description
Role: Discrete Dimension
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Opportunity Type
Role: Continous Measure
Remote Column: [Opportunities].[Type]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
OpportunityHistory
Measure: Amount (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[Amount]
Data Type: real
Measure: Expected Revenue
Role: Continous Measure
Remote Column: [OpportunityHistory].[ExpectedRevenue]
Data Type: real
Measure: Probability
Role: Continous Measure
Remote Column: [OpportunityHistory].[Probability]
Data Type: real
Measure: Opportunity History ID
Role: Continous Measure
Remote Column: [OpportunityHistory].[Id]
Data Type: string
Aggregation: Count
Measure: Stage Name
Role: Continous Measure
Remote Column: [OpportunityHistory].[StageName]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[SystemModstamp]
Data Type: datetime
Aggregation: Year
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Aggregation: Sum
OpportunityStage
Measure: DefaultProbability (Opportunity Stage)
Role: Continous Measure
Remote Column: [OpportunityStage].[DefaultProbability]
Data Type: real
Measure: Opportunity Stage ID
Role: Continous Measure
Remote Column: [OpportunityStage].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: //It is a If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: Number of Open Opportunities
Role: Continous Measure
Data Type: integer
Formula: //It is a calculation
//It shows the number of opportunities in the pipeline
ZN(COUNTD([Opportunity ID]))
Measure: @Stage Number
Role: Continous Measure
Data Type: integer
Formula: // This is an IF statement
// It will test rows of data for a particular value
// and produce an outcome if this value is met
// In this instance, if stage has a particular value it will be assigned a number
IF [Stage] = 'Prospecting' THEN 1
ELSEIF [Stage] = 'Qualification' THEN 2
ELSEIF [Stage] = 'Needs Analysis' THEN 3
ELSEIF [Stage] = 'Value Proposition' THEN 4
ELSEIF [Stage] = 'Id. Decision Makers' THEN 5
ELSEIF [Stage] = 'Perception Analysis' THEN 6
ELSEIF [Stage] = 'Proposal/ Price Quote' THEN 7
ELSEIF [Stage] = 'Negotiation/ Review' THEN 8
ELSEIF [Stage] = 'Closed Won' THEN 9
ELSE 10
END
Measure: Avg. Deal Size
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the average size of a deal
SUM({FIXED [Opportunity ID] :
MAX([Expected Amount])})
/countd([Opportunity ID])
Measure: Total Expected Amount
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the expected amount by opportunity
{ FIXED [Opportunity ID]:
MAX([Expected Amount])}
Measure: Days spent in stage per opportunity
Role: Continous Measure
Data Type: integer
Formula: // This is a Level Of Detail (LOD) Calculation with an nested IF statement
// here for each stage within each opportunity the number of days between two dates is calculated
// if it is the latest entry for the opportunity SystemModstamp = Created Date and so the date diff will be from today
// otherwise the number of days between Created Date and SystemModstamp is required
// summarising this provides the number of days spent in each stage per opportunity
{ FIXED [Opportunity ID], [Stage Name]:
SUM(IF [SystemModstamp (Opportunity History)] = [Created Date]
THEN (DATEDIFF('day', [Created Date], TODAY()))
ELSE (DATEDIFF('day', [Created Date], [SystemModstamp (Opportunity History)]))
END)
}
Measure: Age of Opportunity
Role: Continous Measure
Data Type: integer
Formula: //This is a level of detail (LOD) with a date function date function
//for each opportunity ID the difference in days between the date an opportunity was created and today is calculated
{FIXED [Opportunity ID]:
MAX(DATEDIFF("day", [CreatedDate (Opportunities)], TODAY()))}
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Data Type: real
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Open Pipeline
Worksheets
Worksheet: Manager
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Name (User)]
[Show Manager]
[Stage]
Used Remote Columns: [Manager].[Name]
[Opportunities].[StageName]
Worksheet: Total Expected Amount
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Age of Opportunity]
[Avg. Deal Size]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Forecast Category]
[Full Name]
[Industry]
[Name (User)]
[Number of Open Opportunities]
[Opportunity ID]
[Opportunity Type]
[Stage]
[Total Expected Amount]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Worksheet: Breakdown by Stage
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Full Name]
[Industry]
[Name (User)]
[Number of Records]
[Opportunity ID]
[SortOrder (Opportunity Stage)]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[OpportunityStage].[SortOrder]
[Owned By].[Name]
Worksheet: Total Opportunities Closing
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Full Name]
[Industry]
[Name (User)]
[Number of Records]
[Opportunity ID]
[Opportunity Type]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Worksheet: Open Opportunities by Stage
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Age of Opportunity]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Full Name]
[Industry]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[SortOrder (Opportunity Stage)]
[Stage]
[Total Expected Amount]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[OpportunityStage].[SortOrder]
[Owned By].[Name]
Worksheet: Avg Days per Opportunity
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Created Date]
[CreatedDate (Opportunities)]
[Days spent in stage per opportunity]
[Full Name]
[Industry]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[SortOrder (Opportunity Stage)]
[Stage Name]
[Stage]
[SystemModstamp (Opportunity History)]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[OpportunityHistory].[StageName]
[OpportunityHistory].[SystemModstamp]
[OpportunityStage].[SortOrder]
[Owned By].[CreatedDate]
[Owned By].[Name]
Worksheet: Top 10 Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Full Name]
[Industry]
[LastModifiedDate (Opportunities)]
[Name (Opportunities)]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[LastModifiedDate]
[Opportunities].[Name]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Billing State/Province]
Filter: [Opportunities (Salesforce)].[Industry]
Filter: [Opportunities (Salesforce)].[Name (User)]
Filter: [Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Text: <Sheet Name>
Text: Use Options Below to Filter
Text: Number of Open Opportunities and Average Days in Each Stage
Worksheets
Worksheet: Avg Days per Opportunity
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Created Date
Remote Column: [Owned By].[CreatedDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage Name
Remote Column: [OpportunityHistory].[StageName]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: SystemModstamp (Opportunity History)
Remote Column: [OpportunityHistory].[SystemModstamp]
Continous Measure: Days spent in stage per opportunity
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Stage]>
Tooltip: Stage | <[Opportunities (Salesforce)].[Stage]>
On average opportunities are in this stage for <[Opportunities (Salesforce)].[AVG(Days spent in stage per opportunity)]> days
View
Filters: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Styles
Style: axis
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: header
Other
border-style: none
border-style: none
rows
border-width: 2
border-style: solid
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
text-align: center
font-size: 8
Style: pane
Other
border-style: none
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 2
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 4
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-color: #e6e6e6
Style: table-div
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
rows
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
rows
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[Close Date]
title: Close Date of Opportunities
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Breakdown by Stage
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Records
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[ATTR(Calculation_744782791712849920)]>
<[Opportunities (Salesforce)].[Opportunity ID]>
Tooltip: <[Opportunities (Salesforce)].[MY(Close Date)]>
Stage | <[Opportunities (Salesforce)].[Stage]>
Closing Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
display: false
tick-color: #00000000
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header
[Opportunities (Salesforce)].[Stage]
width: 108
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Number of Records)]
font-family: Tableau Book
[Opportunities (Salesforce)].[DAY(Close Date)]
text-format: *dd mmm
Style: pane
Other
border-style: none
background-color: #ffffff
background-color: #ffffff
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #c0c0c0
stroke-size: 3
rows
stroke-size: 4
stroke-color: #e6e6e6
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 2
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend-title-text
[Opportunities (Salesforce)].[Stage]
color: Stages
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Manager
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Measure: Show Manager
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Show Manager]>
View
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
Other
font-family: taleau book
color: #555555
font-weight: normal
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Open Opportunities by Stage
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Total Expected Amount
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[Stage]>
<[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Tooltip: Stage | <[Opportunities (Salesforce)].[ATTR(Stage)]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Total Expected Amount)]>
Number of Open Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
Columns: [Opportunities (Salesforce)].[Opportunity ID]
Filters: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
title: Opportunities
auto-subtitle: true
height: 43
display: true
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: header
[Opportunities (Salesforce)].[Stage]
width: 155
Other
border-style: none
rows
border-width: 2
border-style: solid
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
text-align: center
font-size: 8
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 2
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 4
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-color: #e6e6e6
Style: table-div
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
div-level: 1
rows
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
rows
stroke-size: 2
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
[Opportunities (Salesforce)].[Close Date]
title: Close Date of Opportunities
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Top 10 Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: LastModifiedDate (Opportunities)
Remote Column: [Opportunities].[LastModifiedDate]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Square
Tooltip: <[Opportunities (Salesforce)].[ATTR(Name (Opportunities))]> | <[Opportunities (Salesforce)].[ATTR(Stage)]>
Account Name: <[Opportunities (Salesforce)].[ATTR(Account Name)]>
Expected Amount:<[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Amount:<[Opportunities (Salesforce)].[SUM(Amount)]>
Owner: <[Opportunities (Salesforce)].[Full Name]>
Last Modified: <[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Name (Opportunities)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Opportunity ID]
Styles
Style: cell
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 62
Other
width: 77
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 224
[Opportunities (Salesforce)].[Full Name]
width: 116
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[Name (Opportunities)]
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[Full Name]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: worksheet
rows
display-field-labels: false
Style: zeroline
cols
line-pattern-only: solid
line-visibility: on
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
Style: title
Other
background-color: #f2f2f3
Worksheet: Total Expected Amount
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Open Opportunities
Continous Measure: Avg. Deal Size
Continous Measure: Total Expected Amount
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Multiple Values]>
Tooltip: <[Opportunities (Salesforce)].[Measure Names()]>: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: cell
Other
text-align: center
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[SUM(Total Expected Amount)]
text-format: c"$"#,##0;-"$"#,##0
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #f2f2f3
Other
border-style: none
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
font-family: Tableau Regular
font-size: 9
font-weight: normal
color: #333333
Style: pane
Other
border-style: none
rows
band-color: #00000000
Style: table
Other
background-color: #00000000
rows
band-size: 1
Style: worksheet
Other
font-size: 18
color: #404b73
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 4
Style: title
Other
font-size: 18
color: #404b73
background-color: #f2f2f3
Worksheet: Total Opportunities Closing
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Records
Marks
Mark: All
Type: Area
Label: <[Opportunities (Salesforce)].[ATTR(Calculation_744782791712849920)]>
<[Opportunities (Salesforce)].[Opportunity ID]>
Tooltip: <[Opportunities (Salesforce)].[DAY(Close Date)]>
Closing Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
auto-subtitle: true
display: true
width: 80
tick-color: #00000000
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
height: 23
rows
stroke-color: #e6e6e6
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
Style: cell
[Opportunities (Salesforce)].[Opportunity ID]
vertical-align: center
text-align: right
vertical-align: center
text-align: right
Style: header
[Opportunities (Salesforce)].[Stage]
width: 116
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Number of Records)]
font-family: Tableau Book
[Opportunities (Salesforce)].[DAY(Close Date)]
font-size: 7
text-format: *dd mmm
[Opportunities (Salesforce)].[Opportunity ID]
text-orientation: 0
Style: pane
Other
border-style: none
background-color: #ffffff
background-color: #ffffff
Style: table
Other
background-color: #ffffff
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: off
text-align: center
font-weight: bold
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #c0c0c0
stroke-size: 3
Style: table-div
rows
line-visibility: off
cols
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
title: Created Date of Opportunities
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Opportunity Tracking.twbx |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Pick a Date
Role: Continous Measure
Data Type: date
Formula: #2017-10-16#
Default Value: #2017-10-16#
Parameter Type: any
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Lead
Database Object: [Lead]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Priceboousernametry
Database Object: [Priceboousernametry]
Connection: Opportunities (Salesforce)
Table: Product2
Database Object: [Product2]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Industry
Role: Discrete Dimension
Remote Column: [Account].[Industry]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Lead
Dimension: City (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[City]
Data Type: string
Dimension: CleanStatus (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CleanStatus]
Data Type: string
Dimension: Company D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Lead].[CompanyDunsNumber]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Lead].[Company]
Data Type: string
Dimension: Converted Account ID
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedAccountId]
Data Type: string
Dimension: Converted Contact ID
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedContactId]
Data Type: string
Dimension: Converted Date
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedDate]
Data Type: date
Dimension: Converted Opportunity ID
Role: Discrete Dimension
Remote Column: [Lead].[ConvertedOpportunityId]
Data Type: string
Dimension: Converted
Role: Discrete Dimension
Remote Column: [Lead].[IsConverted]
Data Type: boolean
Dimension: Country (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Country]
Data Type: string
Dimension: CreatedById (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CreatedById]
Data Type: string
Dimension: CreatedDate (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CreatedDate]
Data Type: datetime
Dimension: CurrentGenerators__c (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[CurrentGenerators__c]
Data Type: string
Dimension: Email Bounced Date
Role: Discrete Dimension
Remote Column: [Lead].[EmailBouncedDate]
Data Type: datetime
Dimension: Email Bounced Reason
Role: Discrete Dimension
Remote Column: [Lead].[EmailBouncedReason]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Lead].[Email]
Data Type: string
Dimension: Fax (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Fax]
Data Type: string
Dimension: FirstName (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[FirstName]
Data Type: string
Dimension: Industry (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Industry]
Data Type: string
Dimension: IsDeleted (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[IsDeleted]
Data Type: boolean
Dimension: Jigsaw (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Jigsaw]
Data Type: string
Dimension: Jigsaw Contact ID
Role: Discrete Dimension
Remote Column: [Lead].[JigsawContactId]
Data Type: string
Dimension: LastActivityDate (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LastName]
Data Type: string
Dimension: LeadSource (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[LeadSource]
Data Type: string
Dimension: MasterRecordId (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[MasterRecordId]
Data Type: string
Dimension: Mobile Phone
Role: Discrete Dimension
Remote Column: [Lead].[MobilePhone]
Data Type: string
Dimension: Name (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Name]
Data Type: string
Dimension: OwnerId (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[OwnerId]
Data Type: string
Dimension: Phone (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Phone]
Data Type: string
Dimension: PostalCode (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[PostalCode]
Data Type: string
Dimension: Primary
Role: Discrete Dimension
Remote Column: [Lead].[Primary__c]
Data Type: string
Dimension: Product Interest
Role: Discrete Dimension
Remote Column: [Lead].[ProductInterest__c]
Data Type: string
Dimension: Rating
Role: Discrete Dimension
Remote Column: [Lead].[Rating]
Data Type: string
Dimension: SICCode__c (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[SICCode__c]
Data Type: string
Dimension: Salutation
Role: Discrete Dimension
Remote Column: [Lead].[Salutation]
Data Type: string
Dimension: State (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[State]
Data Type: string
Dimension: Status
Role: Discrete Dimension
Remote Column: [Lead].[Status]
Data Type: string
Dimension: Street (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Street]
Data Type: string
Dimension: SystemModstamp (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[SystemModstamp]
Data Type: datetime
Dimension: Title (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Title]
Data Type: string
Dimension: Unread By Owner
Role: Discrete Dimension
Remote Column: [Lead].[IsUnreadByOwner]
Data Type: boolean
Dimension: Website (Lead)
Role: Discrete Dimension
Remote Column: [Lead].[Website]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: Closed
Role: Discrete Dimension
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Priceboousernametry
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[LastModifiedDate]
Data Type: datetime
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Pricebook2Id]
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[ProductCode]
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Product2Id]
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[Name]
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[SystemModstamp]
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Remote Column: [Priceboousernametry].[UseStandardPrice]
Data Type: boolean
Product2
Dimension: CreatedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[CreatedDate]
Data Type: datetime
Dimension: IsActive (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Remote Column: [Product2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Remote Column: [Product2].[LastModifiedDate]
Data Type: datetime
Dimension: Name (Product)
Role: Discrete Dimension
Remote Column: [Product2].[Name]
Data Type: string
Dimension: Product Description
Role: Discrete Dimension
Remote Column: [Product2].[Description]
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Remote Column: [Product2].[Family]
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Remote Column: [Product2].[ProductCode]
Data Type: string
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Remote Column: [Product2].[SystemModstamp]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Days to Close date
Role: Discrete Dimension
Data Type: integer
Formula: // This is a date function
// It calculates the number of days between the day picked by the user and the close date for each opportunity
DATEDIFF('day', [Parameters].[Parameter 1], [Close Date] )
Dimension: Period before Close Date
Role: Discrete Dimension
Data Type: string
Formula: // This is a if statement
// It groups the opportunities by number of days until close date
IF [Days to Close date]>= 0 AND [Days to Close date]<= 15 THEN "Next 15 days"
ELSEIF [Days to Close date]>15 AND [Days to Close date]<=30 THEN "Next 16-30 days"
ELSEIF [Days to Close date]>30 AND [Days to Close date]<=60 THEN "Next 31-60 days"
ELSEIF [Days to Close date]>60 AND [Days to Close date]<=90 THEN "Next 61-90 days"
ELSEIF [Days to Close date]>90 THEN "More than 90 days"
ELSE "Lost Close Date"
END
Dimension: CreatedById (Opportunity History)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedDate (Opportunity History)
Role: Discrete Dimension
Data Type: datetime
Dimension: IsDeleted (Opportunity History)
Role: Discrete Dimension
Data Type: boolean
Dimension: OpportunityId (Opportunity History)
Role: Discrete Dimension
Data Type: string
Dimension: Stage Name
Role: Discrete Dimension
Data Type: string
Dimension: SystemModstamp (Opportunity History)
Role: Discrete Dimension
Data Type: datetime
Dimension: To ForecastCategory
Role: Discrete Dimension
Data Type: string
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Lead
Measure: AnnualRevenue (Lead)
Role: Continous Measure
Remote Column: [Lead].[AnnualRevenue]
Data Type: real
Measure: NumberOfEmployees (Lead)
Role: Continous Measure
Remote Column: [Lead].[NumberOfEmployees]
Data Type: integer
Measure: NumberofLocations__c (Lead)
Role: Continous Measure
Remote Column: [Lead].[NumberofLocations__c]
Data Type: real
Measure: Lead ID
Role: Continous Measure
Remote Column: [Lead].[Id]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
Measure: CreatedDate (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Aggregation: Year
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Priceboousernametry
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[UnitPrice]
Data Type: real
Measure: Id (Price Book Entry)
Role: Continous Measure
Remote Column: [Priceboousernametry].[Id]
Data Type: string
Aggregation: Count
Product2
Measure: Id (Product)
Role: Continous Measure
Remote Column: [Product2].[Id]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Amount (Opportunity History)
Role: Continous Measure
Data Type: real
Measure: Show Salesperson
Role: Discrete Measure
Data Type: string
Formula: // This is a if statement
// It shows the salespoersons name if a salesperson is selected
IIF (COUNTD([Full Name])=1, ATTR([Full Name]), "All Salespeople")
Measure: Age of Opportunity
Role: Continous Measure
Data Type: integer
Formula: //This is a date function
// It calculates the difference between the date an opportunity was created and today
DATEDIFF("day", [CreatedDate (Opportunities)], TODAY())
Measure: # of Accounts
Role: Continous Measure
Data Type: integer
Formula: // This is a count distinct calculation
// It shows the number of different accounts in the dataset
COUNTD([Id (Account)])
Measure: # Open Opp.
Role: Continous Measure
Data Type: integer
Formula: // This is a count distinct calculation
// It shows the number of open opportunities
// Open oportunities are all opportunities marked as "False" in Closed
ZN(COUNTD([Opportunity ID]))
Measure: Expected Revenue
Role: Continous Measure
Data Type: real
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Probability
Role: Continous Measure
Data Type: real
Parameter
Calculated/Other
Measure: Pick a Date
Role: Continous Measure
Data Type: date
Formula: #2017-10-16#
Default Value: #2017-10-16#
Parameter Type: any
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Opportunity Tracking
Worksheets
Worksheet: Show Salesperson's Name
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Close Date]
[Days to Close date]
[Full Name]
[Pick a Date]
[Show Salesperson]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Big Numbers
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Accounts]
[# Open Opp.]
[Amount]
[Close Date]
[Days to Close date]
[Expected Amount]
[Forecast Category]
[Full Name]
[Id (Account)]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Account].[Id]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Stages
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# Open Opp.]
[Close Date]
[Days to Close date]
[Forecast Category]
[Full Name]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Opp Tracker
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Close Date]
[Days to Close date]
[Expected Amount]
[Forecast Category]
[Full Name]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Opportunities
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Age of Opportunity]
[Amount]
[Close Date]
[CreatedDate (Opportunities)]
[Days to Close date]
[Expected Amount]
[Forecast Category]
[Full Name]
[LastModifiedDate (Opportunities)]
[Name (Opportunities)]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Account].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[LastModifiedDate]
[Opportunities].[Name]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Opportunities by Stage
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Close Date]
[Days to Close date]
[Forecast Category]
[Full Name]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[CloseDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[StageName]
[Owned By].[Name]
Worksheet: Phone - Opportunities
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Age of Opportunity]
[Amount]
[Close Date]
[CreatedDate (Opportunities)]
[Days to Close date]
[Forecast Category]
[Full Name]
[Name (Opportunities)]
[Opportunity ID]
[Period before Close Date]
[Pick a Date]
[Stage]
Used Remote Columns: [Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[Name]
[Opportunities].[StageName]
[Owned By].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Period before Close Date]
Filter: [Opportunities (Salesforce)].[Stage]
Filter: [Opportunities (Salesforce)].[Full Name]
Text: Use Options Below to Filter
Text: Before you begin:
Text: Opportunities Details
Text: Opportunity
Text: Salesperson
Text: Account Name
Text: Last Modified Date
Text: Amount
Text: Expected Amount
Text: Opportunity Age
Worksheets
Worksheet: Big Numbers
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: # of Accounts
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 30
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Measure Names()]
font-size: 9
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: table
Other
background-color: #ffffff
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 4
Style: header-div
rows
stroke-size: 5
stroke-color: #ffffff
line-pattern-only: solid
line-visibility: off
cols
stroke-size: 4
Style: title
Other
background-color: #eef1f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Choose a Salesperson
[Opportunities (Salesforce)].[Period before Close Date]
title: Pick a Period to Show
[Opportunities (Salesforce)].[Stage]
title: Choose a Stage
Other
font-family: Tableau Book
color: #555555
Style: quick-filter-title
Other
font-size: 8
font-weight: normal
font-family: Tableau Regular
color: #666666
Worksheet: Opp Tracker
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[ATTR(Close Date)]>
Days from today to close date: <[Opportunities (Salesforce)].[Days to Close date]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Expected Amount)]>
View
Rows: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Columns: [Opportunities (Salesforce)].[Days to Close date]
Filters: [Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Expected Amount)]
auto-subtitle: true
Other
tick-color: #00000000
Style: header
cols
band-color: #00000000
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Stage]
font-weight: normal
font-family: Tableau Bold
[Opportunities (Salesforce)].[Days to Close date]
font-family: Tableau Book
font-size: 7
font-family: Tableau Book
font-size: 7
font-weight: normal
[Opportunities (Salesforce)].[SUM(Expected Amount)]
font-family: Tableau Book
text-format: c"$"#,##0;("$"#,##0)
Style: pane
cols
band-color: #00000000
Other
border-style: none
rows
band-color: #00000000
Style: table
cols
band-size: 1
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dotted
stroke-color: #33333367
stroke-size: 2
fill-above: #00000000
fill-below: #00000000
font-size: 6
background-color: #ffffff00
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
cols
line-visibility: off
Style: zeroline
Other
line-pattern-only: dotted
stroke-size: 2
stroke-color: #2cb5c0
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-pattern-only: solid
stroke-color: #2cb5c0
stroke-size: 1
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 154
Other
font-family: Tableau Book
font-size: 7
Style: legend-title
Other
font-family: Tableau Bold
font-size: 8
text-align: center
Style: quick-filter
[Opportunities (Salesforce)].[Period before Close Date]
title: Choose a timeframe
[Opportunities (Salesforce)].[Stage]
title: Filter by Stage
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Opportunities
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: LastModifiedDate (Opportunities)
Remote Column: [Opportunities].[LastModifiedDate]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[SUM(Amount)]>
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[SUM(Amount)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[SUM(Expected Amount)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[AVG(Age of Opportunity)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[ATTR(Stage)]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
([Opportunities (Salesforce)].[Name (Opportunities)]
([Opportunities (Salesforce)].[Full Name]
([Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]))))
Columns: [Opportunities (Salesforce)].[SUM(Amount)]
([Opportunities (Salesforce)].[SUM(Expected Amount)]
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]))
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Stage] ASC
Slices: [Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Amount)]
auto-subtitle: true
display: false
[Opportunities (Salesforce)].[SUM(Expected Amount)]
auto-subtitle: true
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]
auto-subtitle: true
Other
tick-color: #00000000
Style: cell
[Opportunities (Salesforce)].[Stage]
height: 29
[Opportunities (Salesforce)].[Account Name]
height: 23
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]
height: 23
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 264
Other
height-header: 24
[Opportunities (Salesforce)].[Stage]
width: 132
height: 32
[Opportunities (Salesforce)].[Full Name]
width: 116
[Opportunities (Salesforce)].[Account Name]
width: 216
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]
width: 140
rows
band-color: #00000000
border-style: none
[Opportunities (Salesforce)].[SUM(Expected Amount)]
background-color: #ffffff
cols
band-color: #00000000
Style: field-labels
Other
font-family: Tableau Book
font-size: 8
background-color: #e3ebeb
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]
Style: pane
cols
band-color: #00000000
rows
border-width: 1
border-color: #f5f5f5
band-color: #00000000
Other
background-color: #ffffff
Style: table
rows
band-level: 5
band-size: 1
cols
band-size: 1
Other
background-color: #ffffff
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Other
font-family: Tableau Book
font-size: 8
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 2
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: header-div
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
cols
line-pattern-only: solid
stroke-size: 1
stroke-color: #e6e6e6
line-visibility: off
Style: title
Other
background-color: #eef1f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 168
Other
background-color: #ffffff
Style: legend-title
Other
font-weight: normal
Style: legend-title-text
[Opportunities (Salesforce)].[Stage]
color: Stage
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
pp2_line
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: false
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
light_adm0_lbl
enabled: true
light_adm0_bnd
enabled: true
light_pp2_statelabels
enabled: true
light_pp2_statebounds
enabled: true
Style: map
Other
washout: 0.0
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
Worksheet: Opportunities by Stage
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
Columns: [Opportunities (Salesforce)].[Opportunity ID]
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Tooltip (Days to Close date)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Tooltip (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Stage]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
display: false
Other
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
rows
stroke-color: #b4b4b4
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
font-weight: normal
Style: zeroline
Other
stroke-size: 4
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Phone - Opportunities
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Age of Opportunity
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[SUM(Amount)]>
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[SUM(Amount)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
Mark: [Opportunities (Salesforce)].[AVG(Age of Opportunity)]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Name (Opportunities)]>
Has been opened for the last <[Opportunities (Salesforce)].[AVG(Age of Opportunity)]> days
Total amount is <[Opportunities (Salesforce)].[SUM(Amount)]> and current stage is <[Opportunities (Salesforce)].[Stage]>.
This opportunity is expected to close before <[Opportunities (Salesforce)].[ATTR(Close Date)]>.
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[Measure Names()]
([Opportunities (Salesforce)].[SUM(Amount)]
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]))
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Manual Sorting: [Opportunities (Salesforce)].[Stage] ASC
Slices: [Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Amount)]
auto-subtitle: true
display: false
[Opportunities (Salesforce)].[AVG(Age of Opportunity)]
auto-subtitle: true
display: false
Other
tick-color: #00000000
Style: cell
[Opportunities (Salesforce)].[Stage]
height: 29
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0,K;("$"#,##0,K)
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 148
Other
height-header: 24
[Opportunities (Salesforce)].[Stage]
width: 132
height: 32
[Opportunities (Salesforce)].[Full Name]
width: 116
rows
band-color: #00000000
border-style: none
cols
band-color: #00000000
[Opportunities (Salesforce)].[Measure Names()]
background-color: #f5f5f5
Style: field-labels
Other
font-family: Tableau Book
font-size: 8
background-color: #f5f5f5
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[SUM(Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: pane
cols
band-color: #00000000
rows
border-width: 1
border-color: #f5f5f5
band-color: #00000000
Other
background-color: #ffffff
Style: table
rows
band-level: 5
band-size: 1
cols
band-size: 1
Other
background-color: #ffffff
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Other
font-family: Tableau Book
font-size: 8
Style: gridline
Other
stroke-size: 5
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 2
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 2
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: header-div
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
cols
stroke-size: 3
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #eef1f3
Style: legend
[Opportunities (Salesforce)].[Stage]
col-width: 168
Other
background-color: #ffffff
Style: legend-title
Other
font-weight: normal
Style: legend-title-text
[Opportunities (Salesforce)].[Stage]
color: Stage
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: true
pp2_line
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: false
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
light_adm0_lbl
enabled: true
light_adm0_bnd
enabled: true
light_pp2_statelabels
enabled: true
light_pp2_statebounds
enabled: true
Style: map
Other
washout: 0.0
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Sheet 8
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Show Salesperson's Name
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Measure: Show Salesperson
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Show Salesperson]>
View
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Stages
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Pick a Date
Datasource: Opportunities (Salesforce)
Discrete Dimension: Days to Close date
Discrete Dimension: Period before Close Date
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: # Open Opp.
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[# Open Opp.]>
View
Columns: [Opportunities (Salesforce)].[Stage]
Filters: [Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Stage]
Slices: [Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Period before Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Action (Days to Close date,Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date,MY(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Days to Close date)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: header
[Opportunities (Salesforce)].[Stage]
height: 42
background-color: #f2f2f3
Style: label
[Opportunities (Salesforce)].[Stage]
font-size: 7
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: pane
Other
border-style: none
Style: worksheet
cols
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
div-level: 1
line-visibility: off
Style: header-div
rows
stroke-size: 5
line-pattern-only: solid
line-visibility: off
cols
stroke-size: 4
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
Style: title
Other
background-color: #f2f2f3
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\Nested Project\ |
| Document | Book-Sample2.twbx |
| Matches | 10 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Cust_Prompt
Role: Continous Measure
Data Type: integer
Formula: 1
Default Value: 1
Parameter Type: list
Datasource: Email Notices Activity+ (SAP App Center leads)
Connection
Data Sources
Data Source: EmailNoticesActivitySAPAppCenterleads
Attributes
channel: http
class: sqlproxy
dbname: EmailNoticesActivitySAPAppCenterleads
directory: /dataserver
port: 80
server: repository9
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: EmailNoticesActivitySAPAppCenterleads
Dimension
sqlproxy
Dimension: Action_Date
Role: Discrete Dimension
Remote Column: [sqlproxy].[Action_Date]
Data Type: datetime
Aggregation: Year
Dimension: Customer
Role: Discrete Dimension
Remote Column: [sqlproxy].[Customer]
Data Type: string
Aggregation: Count
Dimension: Email_Subject
Role: Discrete Dimension
Remote Column: [sqlproxy].[Email_Subject]
Data Type: string
Aggregation: Count
Dimension: Sheet
Role: Discrete Dimension
Remote Column: [sqlproxy].[Sheet]
Data Type: string
Aggregation: Count
Dimension: Table Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[Table Name]
Data Type: string
Aggregation: Count
Dimension: User_name
Role: Discrete Dimension
Remote Column: [sqlproxy].[User_name]
Data Type: string
Aggregation: Count
Dimension: emailtrack_action
Role: Discrete Dimension
Remote Column: [sqlproxy].[emailtrack_action]
Data Type: string
Aggregation: Count
Dimension: emailtrack_address
Role: Discrete Dimension
Remote Column: [sqlproxy].[emailtrack_address]
Data Type: string
Aggregation: Count
Dimension: licensetype_desc
Role: Discrete Dimension
Remote Column: [sqlproxy].[licensetype_desc]
Data Type: string
Aggregation: Count
Dimension: product_desc
Role: Discrete Dimension
Remote Column: [sqlproxy].[product_desc]
Data Type: string
Aggregation: Count
Dimension: user_loginid
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_loginid]
Data Type: string
Aggregation: Count
Dimension: user_registrationdate
Role: Discrete Dimension
Remote Column: [sqlproxy].[user_registrationdate]
Data Type: datetime
Aggregation: Year
Dimension: userlicense_issuedate
Role: Discrete Dimension
Remote Column: [sqlproxy].[userlicense_issuedate]
Data Type: datetime
Aggregation: Year
Measure
sqlproxy
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Formula: 1
Aggregation: Sum
Measure: userlicense_activationlimit
Role: Continous Measure
Remote Column: [sqlproxy].[userlicense_activationlimit]
Data Type: integer
Aggregation: Sum
Semantic Values
[Country].[Name]: "Canada"
Datasource: Marketo
Connection
Data Sources
Data Source: Marketo
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:marketo-marketo
connectionData: {"connectorName":"Marketo","apiScheme":"https","apiDomain":"mktorest.com","pagination":{"batchSize":300},"userFilters":{"dateRange":30},"selectedFilter":"dateRange","apiSubdomain":"","apiUrl":""}
connectionName: Marketo
filename: marketo.html
path: /marketo/marketo/1/
port: 443
server: connectors.tableau.com
workgroup-auth-mode: prompt
Tables
Table: Activity - Send Email
Database Object: [activity6]
Connection: Marketo
Table: Campaigns
Database Object: [campaignsTable]
Connection: Marketo
Table: Activity - Email Delivered
Database Object: [activity7]
Connection: Marketo
Table: Activity - Open Email
Database Object: [activity10]
Connection: Marketo
Table: Activity - Click Email
Database Object: [activity11]
Connection: Marketo
Dimension
Activity - Click Email
Dimension: Activity Date (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Choice_Number]
Data Type: string
Dimension: Is Mobile Device (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Is_Mobile_Device]
Data Type: string
Dimension: Is Predictive
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Is_Predictive]
Data Type: string
Dimension: Lead ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Lead_ID]
Data Type: integer
Dimension: Link ID
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Link_ID]
Data Type: string
Dimension: Mailing ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Mailing_ID]
Data Type: integer
Dimension: Step ID (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Step_ID]
Data Type: integer
Dimension: Test Variant (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[Test_Variant]
Data Type: string
Dimension: User Agent (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[User_Agent]
Data Type: string
Dimension: Id (Activity - Click Email)
Role: Discrete Dimension
Remote Column: [Activity - Click Email].[id]
Data Type: integer
Activity - Email Delivered
Dimension: Activity Date (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Choice_Number]
Data Type: string
Dimension: Has Predictive (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Has_Predictive]
Data Type: string
Dimension: Lead ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Lead_ID]
Data Type: integer
Dimension: Mailing ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Mailing_ID]
Data Type: integer
Dimension: Step ID (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Step_ID]
Data Type: integer
Dimension: Test Variant (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[Test_Variant]
Data Type: string
Dimension: Id (Activity - Email Delivered)
Role: Discrete Dimension
Remote Column: [Activity - Email Delivered].[id]
Data Type: integer
Activity - Open Email
Dimension: Activity Date (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Choice_Number]
Data Type: string
Dimension: Has Predictive (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Has_Predictive]
Data Type: string
Dimension: Is Mobile Device
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Is_Mobile_Device]
Data Type: string
Dimension: Lead ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Lead_ID]
Data Type: integer
Dimension: Mailing ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Mailing_ID]
Data Type: integer
Dimension: Step ID (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Step_ID]
Data Type: integer
Dimension: Test Variant (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[Test_Variant]
Data Type: string
Dimension: User Agent
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[User_Agent]
Data Type: string
Dimension: Id (Activity - Open Email)
Role: Discrete Dimension
Remote Column: [Activity - Open Email].[id]
Data Type: integer
Activity - Send Email
Dimension: Activity Date
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Campaign_ID]
Data Type: integer
Dimension: Campaign Run ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Campaign_Run_ID]
Data Type: integer
Dimension: Choice Number
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Choice_Number]
Data Type: string
Dimension: Has Predictive
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Has_Predictive]
Data Type: string
Dimension: Lead ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Lead_ID]
Data Type: integer
Dimension: Mailing ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Mailing_ID]
Data Type: integer
Dimension: Step ID
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Step_ID]
Data Type: integer
Dimension: Test Variant
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[Test_Variant]
Data Type: string
Dimension: Id
Role: Discrete Dimension
Remote Column: [Activity - Send Email].[id]
Data Type: integer
Campaigns
Dimension: Active
Role: Discrete Dimension
Remote Column: [Campaigns].[active]
Data Type: string
Dimension: Created At
Role: Discrete Dimension
Remote Column: [Campaigns].[createdAt]
Data Type: datetime
Dimension: Description
Role: Discrete Dimension
Remote Column: [Campaigns].[description]
Data Type: string
Dimension: ID
Role: Discrete Dimension
Remote Column: [Campaigns].[id]
Data Type: integer
Dimension: Name
Role: Discrete Dimension
Remote Column: [Campaigns].[name]
Data Type: string
Dimension: Program ID
Role: Discrete Dimension
Remote Column: [Campaigns].[programId]
Data Type: string
Dimension: Program Name
Role: Discrete Dimension
Remote Column: [Campaigns].[programName]
Data Type: string
Dimension: Updated At
Role: Discrete Dimension
Remote Column: [Campaigns].[updatedAt]
Data Type: datetime
Dimension: Workspace Name
Role: Discrete Dimension
Remote Column: [Campaigns].[workspaceName]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Measure
Activity - Click Email
Measure: Device (Activity - Click Email)
Role: Continous Measure
Remote Column: [Activity - Click Email].[Device]
Data Type: string
Aggregation: Count
Measure: Link
Role: Continous Measure
Remote Column: [Activity - Click Email].[Link]
Data Type: string
Aggregation: Count
Measure: Platform (Activity - Click Email)
Role: Continous Measure
Remote Column: [Activity - Click Email].[Platform]
Data Type: string
Aggregation: Count
Activity - Open Email
Measure: Device
Role: Continous Measure
Remote Column: [Activity - Open Email].[Device]
Data Type: string
Aggregation: Count
Measure: Platform
Role: Continous Measure
Remote Column: [Activity - Open Email].[Platform]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Bounceback
Role: Continous Measure
Data Type: integer
Formula: [Sent Email] - [Delivered Email]
Measure: Delivered Email
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Email Delivered)])
Measure: Opened Email
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Open Email)])
Measure: Delivery Rate
Role: Continous Measure
Data Type: real
Formula: ZN([Delivered Email]/[Sent Email])
Measure: Open Rate
Role: Continous Measure
Data Type: real
Formula: ZN([Opened Email]/[Delivered Email])
Measure: Non Opened Email
Role: Continous Measure
Data Type: integer
Formula: [Delivered Email]-[Opened Email]
Measure: Clickthrough Emails
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Click Email)])
Measure: Clickthrough Rate
Role: Continous Measure
Data Type: real
Formula: [Clickthrough Emails]/[Delivered Email]
Measure: Non Clickthrough Email
Role: Continous Measure
Data Type: integer
Formula: [Delivered Email]-[Clickthrough Emails]
Measure: Opened Non Clicked Emails
Role: Continous Measure
Data Type: integer
Formula: [Opened Email]-[Clickthrough Emails]
Measure: Sent Email
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id])
Measure: Click-to-Open
Role: Continous Measure
Data Type: real
Formula: ZN([Clickthrough Emails]
/
[Opened Email])
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "United States"
Datasource: database1
Connection
Data Sources
Data Source: database1
Attributes
channel: http
class: sqlproxy
dbname: database1
directory: /dataserver
port: 80
server: repository9
server-ds-friendly-name: database1
username: root
workgroup-auth-mode: prompt
Tables
Table: sqlproxy
Database Object: [sqlproxy]
Connection: database1
Dimension
sqlproxy
Dimension: ID
Role: Discrete Dimension
Remote Column: [sqlproxy].[ID]
Data Type: integer
Aggregation: Count
Dimension: Address
Role: Discrete Dimension
Remote Column: [sqlproxy].[address]
Data Type: string
Aggregation: Count
Dimension: Address Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Address Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[address_id]
Data Type: integer
Aggregation: Sum
Dimension: City
Role: Discrete Dimension
Remote Column: [sqlproxy].[city]
Data Type: string
Aggregation: Count
Dimension: Country (Customer List)
Role: Discrete Dimension
Remote Column: [sqlproxy].[country (customer_list)]
Data Type: string
Aggregation: Count
Dimension: Country
Role: Discrete Dimension
Remote Column: [sqlproxy].[country]
Data Type: string
Aggregation: Count
Dimension: Country Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[country_id]
Data Type: integer
Aggregation: Count
Dimension: create_date (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Create Date
Role: Discrete Dimension
Remote Column: [sqlproxy].[create_date]
Data Type: datetime
Aggregation: Year
Dimension: Customer Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[customer_id]
Data Type: integer
Aggregation: Count
Dimension: email (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[email (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Email
Role: Discrete Dimension
Remote Column: [sqlproxy].[email]
Data Type: string
Aggregation: Count
Dimension: first_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: First Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[first_name]
Data Type: string
Aggregation: Count
Dimension: last_name (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name (Custom SQL Query1)]
Data Type: string
Aggregation: Count
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_name]
Data Type: string
Aggregation: Count
Dimension: last_update (Custom SQL Query)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query)]
Data Type: datetime
Aggregation: Year
Dimension: last_update (Custom SQL Query1)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (Custom SQL Query1)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Country)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (country)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update (store)]
Data Type: datetime
Aggregation: Year
Dimension: Last Update
Role: Discrete Dimension
Remote Column: [sqlproxy].[last_update]
Data Type: datetime
Aggregation: Year
Dimension: Manager
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager]
Data Type: string
Aggregation: Count
Dimension: Manager Staff Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[manager_staff_id]
Data Type: integer
Aggregation: Sum
Dimension: Name
Role: Discrete Dimension
Remote Column: [sqlproxy].[name]
Data Type: string
Aggregation: Count
Dimension: Notes
Role: Discrete Dimension
Remote Column: [sqlproxy].[notes]
Data Type: string
Aggregation: Count
Dimension: Phone
Role: Discrete Dimension
Remote Column: [sqlproxy].[phone]
Data Type: string
Aggregation: Count
Dimension: rental_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[rental_date]
Data Type: datetime
Aggregation: Year
Dimension: return_date
Role: Discrete Dimension
Remote Column: [sqlproxy].[return_date]
Data Type: datetime
Aggregation: Year
Dimension: Store
Role: Discrete Dimension
Remote Column: [sqlproxy].[store]
Data Type: string
Aggregation: Count
Dimension: Store Id (Store)
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id (store)]
Data Type: integer
Aggregation: Sum
Dimension: Store Id
Role: Discrete Dimension
Remote Column: [sqlproxy].[store_id]
Data Type: integer
Aggregation: Sum
Dimension: Zip Code
Role: Discrete Dimension
Remote Column: [sqlproxy].[zip code]
Data Type: string
Aggregation: Count
Measure
sqlproxy
Measure: Number of Records
Role: Continous Measure
Remote Column: [sqlproxy].[Number of Records]
Data Type: integer
Formula: 1
Aggregation: Sum
Measure: SID
Role: Continous Measure
Remote Column: [sqlproxy].[SID]
Data Type: integer
Aggregation: Sum
Measure: active (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[active (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Active
Role: Continous Measure
Remote Column: [sqlproxy].[active]
Data Type: integer
Aggregation: Sum
Measure: address_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[address_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query)]
Data Type: integer
Aggregation: Sum
Measure: customer_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[customer_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: inventory_id
Role: Continous Measure
Remote Column: [sqlproxy].[inventory_id]
Data Type: integer
Aggregation: Sum
Measure: rental_id
Role: Continous Measure
Remote Column: [sqlproxy].[rental_id]
Data Type: integer
Aggregation: Sum
Measure: staff_id
Role: Continous Measure
Remote Column: [sqlproxy].[staff_id]
Data Type: integer
Aggregation: Sum
Measure: store_id (Custom SQL Query1)
Role: Continous Measure
Remote Column: [sqlproxy].[store_id (Custom SQL Query1)]
Data Type: integer
Aggregation: Sum
Measure: Total Sales
Role: Continous Measure
Remote Column: [sqlproxy].[total_sales]
Data Type: real
Aggregation: Sum
Semantic Values
[Country].[Name]: "Canada"
Dashboards
Dashboard: Email Performance by Campaign
Worksheets
Worksheet: Summary
Datasources: Marketo
Used Dimensions & Measures: [Active]
[Activity Date]
[Clickthrough Emails]
[Clickthrough Rate]
[Click-to-Open]
[Delivered Email]
[Delivery Rate]
[Id (Activity - Click Email)]
[Id (Activity - Email Delivered)]
[Id (Activity - Open Email)]
[Id]
[ID]
[Name]
[Open Rate]
[Opened Email]
[Program Name]
[Sent Email]
Used Remote Columns: [Activity - Click Email].[id]
[Activity - Email Delivered].[id]
[Activity - Open Email].[id]
[Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[active]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Worksheet: Timeline - Sent
Datasources: Marketo
Used Dimensions & Measures: [Active]
[Activity Date]
[Id]
[ID]
[Name]
[Program Name]
Used Remote Columns: [Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[active]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Worksheet: Campaign List
Datasources: Marketo
Used Dimensions & Measures: [Active]
[Activity Date]
[Clickthrough Emails]
[Clickthrough Rate]
[Click-to-Open]
[Delivered Email]
[Delivery Rate]
[Id (Activity - Click Email)]
[Id (Activity - Email Delivered)]
[Id (Activity - Open Email)]
[Id]
[ID]
[Name]
[Open Rate]
[Opened Email]
[Program Name]
[Sent Email]
Used Remote Columns: [Activity - Click Email].[id]
[Activity - Email Delivered].[id]
[Activity - Open Email].[id]
[Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[active]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Worksheet: Mobile - Sent by Campaign
Datasources: Marketo
Used Dimensions & Measures: ["Sent Emails"]
[Activity Date]
[Clickthrough Emails]
[Click-to-Open]
[Delivered Email]
[Delivery Rate]
[Id (Activity - Click Email)]
[Id (Activity - Email Delivered)]
[Id (Activity - Open Email)]
[Id]
[ID]
[Name]
[Open Rate]
[Opened Email]
[Program Name]
[Sent Email]
Used Remote Columns: [Activity - Click Email].[id]
[Activity - Email Delivered].[id]
[Activity - Open Email].[id]
[Activity - Send Email].[Activity_Date]
[Activity - Send Email].[id]
[Campaigns].[id]
[Campaigns].[name]
[Campaigns].[programName]
Dashboard Objects:
Filter: [Marketo].[DAY(Activity_Date)]
Filter: [Marketo].[active]
Filter: [Marketo].[programName]
Filter: [Marketo].[name]
Text: <Sheet Name>
Text: Campaign List
Worksheets
Worksheet: Campaign List
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: Active
Remote Column: [Campaigns].[active]
Discrete Dimension: Id (Activity - Click Email)
Remote Column: [Activity - Click Email].[id]
Discrete Dimension: Id (Activity - Email Delivered)
Remote Column: [Activity - Email Delivered].[id]
Discrete Dimension: Id (Activity - Open Email)
Remote Column: [Activity - Open Email].[id]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Continous Measure: Delivered Email
Continous Measure: Opened Email
Continous Measure: Delivery Rate
Continous Measure: Open Rate
Continous Measure: Clickthrough Emails
Continous Measure: Clickthrough Rate
Continous Measure: Sent Email
Continous Measure: Click-to-Open
Marks
Mark: All
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Delivery Rate]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Open Rate]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Clickthrough Rate (copy)]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
Mark: [Marketo].[Sent Email]
Type: Automatic
Tooltip: Campaign <[Marketo].[name]>
Part of <[Marketo].[programName]> (Program)
Sent: <[Marketo].[Sent Email]> email(s)
Delivered: <[Marketo].[Delivered Email]> email(s) (<[Marketo].[Delivery Rate]> of all sent)
Opened: <[Marketo].[Opened Email]> email(s) (<[Marketo].[Open Rate]> of all delivered)
Clicked: <[Marketo].[Clickthrough Emails]> email(s) (<[Marketo].[Clickthrough Rate (copy)]> of all opened and <[Marketo].[Clickthrough Rate]> of all delivered)
View
Rows: [Marketo].[id (Campaigns)]
[Marketo].[name]
Columns: [Marketo].[Sent Email]
([Marketo].[Delivery Rate]
([Marketo].[Open Rate]
[Marketo].[Clickthrough Rate (copy)])))
Filters: [Marketo].[active]
[Marketo].[name]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
[Marketo].[Sent Email]
Slices: [Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
[Marketo].[active]
[Marketo].[name]
[Marketo].[Sent Email]
Styles
Style: axis
[Marketo].[Delivery Rate]
auto-subtitle: true
height: 37
[Marketo].[id]
height: 37
[Marketo].[Open Rate]
height: 37
auto-subtitle: true
[Marketo].[Clickthrough Rate (copy)]
height: 37
auto-subtitle: true
Other
border-color: #b0b0b0
border-width: 1
hnlabel: horizontal
Style: cell
[Marketo].[name]
height: 29
Style: header
[Marketo].[id (Campaigns)]
width: 56
[Marketo].[name]
width: 230
rows
band-color: #00000000
cols
band-color: #00000000
Style: field-labels
Other
font-family: Tableau Bold
font-size: 8
Style: label
[Marketo].[name]
font-size: 8
font-family: Tableau Light
[Marketo].[id (Campaigns)]
font-size: 8
font-family: Tableau Light
[Marketo].[Delivery Rate]
text-format: p0%
color: #4f7cba
[Marketo].[Open Rate]
text-format: p0%
color: #7873c0
[Marketo].[Clickthrough Rate (copy)]
text-format: p0%
color: #c564b6
[Marketo].[Sent Email]
font-family: Tableau Book
Style: pane
cols
band-color: #00000000
rows
band-color: #00000000
Style: table
Other
show-null-value-warning: false
rows
band-size: 1
cols
band-size: 1
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
fill-above: #00000000
fill-below: #00000000
font-size: 6
color: #c564b6
background-color: #ffffff00
stroke-color: #4f7cba
refline1
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
font-size: 6
color: #c564b6
fill-above: #00000000
fill-below: #00000000
text-format: p0.0%
background-color: #ffffff81
font-family: Tableau Bold
refline2
line-visibility: on
line-pattern-only: dashed
font-size: 6
fill-above: #00000000
fill-below: #00000000
stroke-color: #c564b6
color: #c564b6
font-family: Tableau Bold
background-color: #ffffff81
text-format: p0.00%
refline3
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
color: #c564b6
fill-above: #00000000
fill-below: #00000000
font-family: Tableau Bold
background-color: #ffffff81
font-size: 6
refline4
stroke-color: #c564b6
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
color: #c564b6
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
text-align: right
vertical-align: bottom
background-color: #ffffff81
text-format: n#,##0;-#,##0
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: legend-title
Other
font-size: 8
font-family: Tableau Book
font-weight: bold
text-align: right
Style: axis-title
[Marketo].[id]
font-family: Tableau Bold
font-size: 8
[Marketo].[Delivery Rate]
font-family: Tableau Bold
font-size: 8
[Marketo].[Open Rate]
font-family: Tableau Bold
font-size: 8
[Marketo].[Clickthrough Rate (copy)]
font-family: Tableau Bold
font-size: 8
[Marketo].[Sent Email]
font-family: Tableau Bold
Style: quick-filter
[Marketo].[name]
title: Campaign
[Marketo].[programName]
title: Program
Style: quick-filter-title
Other
font-family: Tableau Regular
Style: data-highlighter-title
[Marketo].[name]
title: Campaign
Other
font-family: Tableau Regular
Worksheet: Mobile - Sent by Campaign
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: "Sent Emails"
Discrete Dimension: Id (Activity - Click Email)
Remote Column: [Activity - Click Email].[id]
Discrete Dimension: Id (Activity - Email Delivered)
Remote Column: [Activity - Email Delivered].[id]
Discrete Dimension: Id (Activity - Open Email)
Remote Column: [Activity - Open Email].[id]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Continous Measure: Delivered Email
Continous Measure: Opened Email
Continous Measure: Delivery Rate
Continous Measure: Open Rate
Continous Measure: Clickthrough Emails
Continous Measure: Sent Email
Continous Measure: Click-to-Open
Marks
Mark: All
Type: Automatic
View
Rows: [Marketo].[id (Campaigns)]
([Marketo].[name]
([Marketo].[Delivery Rate]
([Marketo].[Open Rate]
[Marketo].[Clickthrough Rate (copy)]))))
Columns: [Marketo].["Sent Emails"]
[Marketo].[id]
Filters: [Marketo].[Action (ID,Name,Program Name)]
[Marketo].[Tooltip (HOUR(Activity Date))]
[Marketo].[id]
[Marketo].[name]
Slices: [Marketo].[Tooltip (HOUR(Activity Date))]
[Marketo].[id]
[Marketo].[name]
[Marketo].[Action (ID,Name,Program Name)]
Styles
Style: axis
[Marketo].[id]
display: false
Style: cell
[Marketo].[Clickthrough Rate (copy)]
height: 26
Style: header
Other
height-header: 40
[Marketo].["Sent Emails"]
height: 40
background-color: #f5f5f5
[Marketo].[name]
width: 92
[Marketo].[Delivery Rate]
width: 54
[Marketo].[Open Rate]
width: 40
[Marketo].[Clickthrough Rate (copy)]
width: 40
Style: field-labels
Other
font-family: Tableau Bold
font-size: 6
background-color: #f2f2f3
Style: label
[Marketo].[id (Campaigns)]
display: false
[Marketo].[Delivery Rate]
color: #4f7cba
font-size: 8
text-align: center
text-format: p0%
[Marketo].[Open Rate]
color: #7873c0
font-size: 8
text-align: center
text-format: p0%
[Marketo].[Clickthrough Rate (copy)]
color: #c564b6
font-size: 8
text-align: center
text-format: p0%
[Marketo].[name]
font-size: 8
[Marketo].["Sent Emails"]
font-family: Tableau Bold
font-size: 6
color: #555555
Style: worksheet
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: off
Style: table-div
cols
div-level: 1
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
rows
stroke-size: 1
stroke-color: #e6e6e6
Style: header-div
cols
stroke-color: #ffffff
stroke-size: 4
line-visibility: on
line-pattern-only: solid
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: Active
Remote Column: [Campaigns].[active]
Discrete Dimension: Id (Activity - Click Email)
Remote Column: [Activity - Click Email].[id]
Discrete Dimension: Id (Activity - Email Delivered)
Remote Column: [Activity - Email Delivered].[id]
Discrete Dimension: Id (Activity - Open Email)
Remote Column: [Activity - Open Email].[id]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Continous Measure: Delivered Email
Continous Measure: Opened Email
Continous Measure: Delivery Rate
Continous Measure: Open Rate
Continous Measure: Clickthrough Emails
Continous Measure: Clickthrough Rate
Continous Measure: Sent Email
Continous Measure: Click-to-Open
Marks
Mark: All
Type: Automatic
Label: <[Marketo].[Multiple Values]>
Tooltip: <[Marketo].[Measure Names()]>: <[Marketo].[Multiple Values]>
View
Columns: [Marketo].[Measure Names()]
Filters: [Marketo].[Measure Names()]
[Marketo].[Action (ID,Name,Program Name)]
[Marketo].[active]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
Manual Sorting: [Marketo].[Measure Names()] ASC
Slices: [Marketo].[Measure Names()]
[Marketo].[DAY(Activity_Date)]
[Marketo].[active]
[Marketo].[programName]
[Marketo].[name]
[Marketo].[Action (ID,Name,Program Name)]
Styles
Style: header
[Marketo].[Measure Names()]
height: 31
background-color: #f2f2f3
Style: label
[Marketo].[Measure Names()]
font-weight: normal
text-align: center
vertical-align: center
font-family: Tableau Regular
Style: table-div
rows
stroke-size: 4
line-visibility: off
cols
stroke-size: 3
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
div-level: 1
Worksheet: Timeline - Sent
Visible: No
Used Datasources
Datasource: Marketo
Discrete Dimension: Activity Date
Remote Column: [Activity - Send Email].[Activity_Date]
Discrete Dimension: Active
Remote Column: [Campaigns].[active]
Discrete Dimension: ID
Remote Column: [Campaigns].[id]
Discrete Dimension: Id
Remote Column: [Activity - Send Email].[id]
Discrete Dimension: Name
Remote Column: [Campaigns].[name]
Discrete Dimension: Program Name
Remote Column: [Campaigns].[programName]
Marks
Mark: All
Type: Area
Tooltip: <[Marketo].[HOUR(Activity_Date)]>
<[Marketo].[id]> sent emails
View
Rows: [Marketo].[id]
Columns: [Marketo].[HOUR(Activity_Date)]
Filters: [Marketo].[Action (ID,Name,Program Name)]
[Marketo].[active]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
Slices: [Marketo].[active]
[Marketo].[name]
[Marketo].[programName]
[Marketo].[DAY(Activity_Date)]
[Marketo].[Action (ID,Name,Program Name)]
Styles
Style: axis
[Marketo].[HOUR(Activity_Date)]
auto-subtitle: true
height: 23
[Marketo].[id]
auto-subtitle: true
Other
border-color: #b0b0b0
border-width: 1
hnlabel: horizontal
Style: header
rows
band-color: #00000000
cols
band-color: #00000000
Style: field-labels
Other
font-family: Tableau Bold
font-size: 8
Style: label
[Marketo].[name]
font-size: 8
font-family: Tableau Light
[Marketo].[HOUR(Activity_Date)]
font-size: 8
Style: pane
cols
band-color: #00000000
rows
band-color: #00000000
Style: table
Other
show-null-value-warning: false
rows
band-size: 1
cols
band-size: 1
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-size: 2
fill-above: #00000000
fill-below: #00000000
font-size: 6
color: #c564b6
background-color: #ffffff00
stroke-color: #c564b6
refline1
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
background-color: #ffffff00
font-size: 6
color: #c564b6
fill-above: #00000000
fill-below: #00000000
refline2
line-visibility: on
line-pattern-only: dashed
font-size: 6
fill-above: #00000000
fill-below: #00000000
stroke-color: #c564b6
background-color: #ffffff00
color: #c564b6
refline3
line-visibility: on
line-pattern-only: dashed
stroke-color: #c564b6
color: #c564b6
background-color: #ffffff00
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 3
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: title
Other
background-color: #f2f2f3
Style: legend-title
Other
font-size: 8
font-family: Tableau Book
font-weight: bold
text-align: right
Style: axis-title
[Marketo].[id]
font-family: Tableau Bold
font-size: 8
Style: quick-filter
[Marketo].[DAY(Activity_Date)]
title: Date of Sent Email:
[Marketo].[programName]
title: Program
[Marketo].[name]
title: Campaign
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Superstore.twbx |
| Matches | 40 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Base Salary
Role: Continous Measure
Data Type: integer
Formula: 50000
Default Value: 50000
Parameter Type: range
Measure: Commission Rate
Role: Continous Measure
Data Type: real
Formula: 18.400000000000002
Default Value: 18.400000000000002
Parameter Type: range
Measure: New Quota
Role: Continous Measure
Data Type: integer
Formula: 500000
Default Value: 500000
Parameter Type: range
Measure: Sort by
Role: Discrete Measure
Data Type: string
Formula: "Names"
Default Value: "Names"
Parameter Type: list
Measure: New Business Growth
Role: Continous Measure
Data Type: real
Formula: 0.59999999999999998
Default Value: 0.59999999999999998
Parameter Type: range
Measure: Churn Rate
Role: Continous Measure
Data Type: real
Formula: 0.064000000000000001
Default Value: 0.064000000000000001
Parameter Type: range
Datasource: Sample - Superstore
Connection
Data Sources
Data Source: Sample - Superstore
Attributes
authentication: auth-none
author-locale: en_US
class: hyper
dbname: Data/Extracts/dataengine_42019_618651678240lea.hyper
default-settings: yes
schema: Extract
tablename: Extract
username: tableau_internal_user
Tables
Table: Extract
Database Object: [Extract].[Extract]
Connection: Sample - Superstore
Dimension
Extract
Dimension: Category
Role: Discrete Dimension
Remote Column: [Extract].[Category]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Extract].[City]
Data Type: string
Dimension: Country
Role: Discrete Dimension
Remote Column: [Extract].[Country]
Data Type: string
Dimension: Customer Name
Role: Discrete Dimension
Remote Column: [Extract].[Customer Name]
Data Type: string
Dimension: Order Date
Role: Discrete Dimension
Remote Column: [Extract].[Order Date]
Data Type: date
Dimension: Order ID
Role: Discrete Dimension
Remote Column: [Extract].[Order ID]
Data Type: string
Dimension: Postal Code
Role: Discrete Dimension
Remote Column: [Extract].[Postal Code]
Data Type: integer
Dimension: Product Name
Role: Discrete Dimension
Remote Column: [Extract].[Product Name]
Data Type: string
Dimension: Region
Role: Discrete Dimension
Remote Column: [Extract].[Region]
Data Type: string
Dimension: Segment
Role: Discrete Dimension
Remote Column: [Extract].[Segment]
Data Type: string
Dimension: Ship Mode
Role: Discrete Dimension
Remote Column: [Extract].[Ship Mode]
Data Type: string
Dimension: State
Role: Discrete Dimension
Remote Column: [Extract].[State]
Data Type: string
Dimension: Sub-Category
Role: Discrete Dimension
Remote Column: [Extract].[Sub-Category]
Data Type: string
Calculated/Other
Dimension: :Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Ship Status
Role: Discrete Dimension
Data Type: string
Formula: if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late"
elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time"
Else "Shipped Early" end
Dimension: Order Profitable?
Role: Discrete Dimension
Data Type: boolean
Formula: {fixed [Order ID]:sum([Profit])}>0
// calculates the profit at the order level
Dimension: Customer ID
Role: Discrete Dimension
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Data Type: string
Measure
Extract
Measure: Discount
Role: Continous Measure
Remote Column: [Extract].[Discount]
Data Type: real
Measure: Profit
Role: Continous Measure
Remote Column: [Extract].[Profit]
Data Type: real
Measure: Sales
Role: Continous Measure
Remote Column: [Extract].[Sales]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Extract].[Quantity]
Data Type: integer
Aggregation: Sum
Measure: Ship Date
Role: Continous Measure
Remote Column: [Extract].[Ship Date]
Data Type: date
Aggregation: Year
Calculated/Other
Measure: Days to Ship Actual
Role: Continous Measure
Data Type: integer
Formula: DATEDIFF('day',[Order Date],[Ship Date])
Measure: Sales Forecast
Role: Continous Measure
Data Type: real
Formula: [Sales]*(1-[Parameters].[Parameter 2])*(1+[Parameters].[Parameter 1])
Measure: Days to Ship Scheduled
Role: Continous Measure
Data Type: integer
Formula: CASE [Ship Mode]
WHEN "Same Day" THEN 0
WHEN "First Class" THEN 1
WHEN "Second Class" THEN 3
WHEN "Standard Class" THEN 6
END
Measure: Profit per Customer
Role: Continous Measure
Data Type: real
Formula: sum([Profit])/countD([Customer Name])
Measure: Sales per Customer
Role: Continous Measure
Data Type: real
Formula: Sum([Sales])/countD([Customer Name])
Measure: Profit Ratio
Role: Continous Measure
Data Type: real
Formula: sum([Profit])/sum([Sales])
Measure: Sales above Target?
Role: Discrete Measure
Data Type: string
Formula: If Sum([Sales])>SUM([federated.0z0pi331stuxay1ce6y5f1yxvsw9].[Sales Target]) then "Above Target" else "Below Target" end
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Order Quantity
Role: Continous Measure
Data Type: real
Measure: Row ID
Role: Continous Measure
Data Type: integer
Measure: Units estimate
Role: Continous Measure
Data Type: real
Formula: ROUND([Quantity]*(1-[Parameters].[Parameter 2])*(1+[Parameters].[Parameter 1]),0)
Measure: Profit per Order
Role: Continous Measure
Data Type: real
Formula: Sum([Profit])/countD([Order ID])
Parameter
Calculated/Other
Measure: New Business Growth
Role: Continous Measure
Data Type: real
Formula: 0.59999999999999998
Default Value: 0.59999999999999998
Parameter Type: range
Measure: Churn Rate
Role: Continous Measure
Data Type: real
Formula: 0.064000000000000001
Default Value: 0.064000000000000001
Parameter Type: range
Semantic Values
[Country].[Name]: "United States"
Datasource: Sales Target Extract
Connection
Data Sources
Data Source: Sales Target
Attributes
authentication: auth-none
author-locale: en_US
class: hyper
dbname: Data/Extracts/hyper_0b9ww9a086u1d41dqjy2d0vs8f.hyper
default-settings: yes
schema: Extract
tablename: Extract
username: tableau_internal_user
Tables
Table: Extract
Database Object: [Extract].[Extract]
Connection: Sales Target
Measure
Extract
Measure: Category
Role: Continous Measure
Remote Column: [Extract].[Category]
Data Type: string
Aggregation: Count
Measure: Order Date
Role: Continous Measure
Remote Column: [Extract].[Order Date]
Data Type: date
Aggregation: Year
Measure: Sales Target
Role: Continous Measure
Remote Column: [Extract].[Sales Target]
Data Type: integer
Aggregation: Sum
Measure: Segment
Role: Continous Measure
Remote Column: [Extract].[Segment]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "United States"
Datasource: Sales Commission
Connection
Data Sources
Data Source: Sales Commission
Attributes
authentication: auth-none
author-locale: en_US
class: hyper
dbname: Data/Extracts/Sales Planning newleaf.hyper
default-settings: yes
schema: Extract
tablename: Extract
username: tableau_internal_user
Tables
Table: Extract
Database Object: [Extract].[Extract]
Connection: Sales Commission
Dimension
Extract
Dimension: Order Date
Role: Discrete Dimension
Remote Column: [Extract].[Order Date]
Data Type: datetime
Dimension: Region
Role: Discrete Dimension
Remote Column: [Extract].[Region]
Data Type: string
Dimension: Sales Person1
Role: Discrete Dimension
Remote Column: [Extract].[Sales Person]
Data Type: string
Calculated/Other
Dimension: Estimate Compensation label
Role: Discrete Dimension
Data Type: string
Formula: "Estimated Compensation:"
Dimension: Total Sales label
Role: Discrete Dimension
Data Type: string
Formula: "Total Sales:"
Measure
Extract
Measure: Sales
Role: Continous Measure
Remote Column: [Extract].[Sales]
Data Type: integer
Calculated/Other
Measure: Achievement (estimated)
Role: Continous Measure
Data Type: integer
Formula: [Sales]
Measure: Achieved Quota
Role: Discrete Measure
Data Type: string
Formula: if SUM([Achievement (copy)]) >= [Parameters].[New Quota] then "100% +"
elseif SUM([Achievement (copy)]) >= 0.75 * [Parameters].[New Quota] then "75-100%"
elseif SUM([Achievement (copy)]) >= 0.5 * [Parameters].[New Quota] then "50-75%"
else "Below 50%" end
Measure: Base (Variable)
Role: Continous Measure
Data Type: integer
Formula: [Parameters].[Base Salary]
Measure: % of quota achieved
Role: Continous Measure
Data Type: real
Formula: AVG([Achievement (copy)])/[Parameters].[New Quota]
Measure: Rank over 3
Role: Continous Measure
Data Type: real
Formula: ROUND(INDEX() / 3 - 0.6,0) + 1
Measure: Sort by field
Role: Discrete Measure
Data Type: real
Formula: if [Parameters].[Parameter 1 1]="Names" then 0
elseif [Parameters].[Parameter 1 1]="% quota descending" then -[% of quota achieved]
else [% of quota achieved] end
Measure: Commission (Variable)
Role: Continous Measure
Data Type: real
Formula: ([Parameters].[Commission Rate]*[Sales])/100
Measure: OTE (Variable)
Role: Continous Measure
Data Type: real
Formula: [Parameters].[Base Salary] + ([Parameters].[Commission Rate]*[Parameters].[New Quota])/100
Measure: Total Compensation
Role: Continous Measure
Data Type: real
Formula: MIN([Base (Variable)]) + SUM([Commission (Variable)])
Parameter
Calculated/Other
Measure: Base Salary
Role: Continous Measure
Data Type: integer
Formula: 50000
Default Value: 50000
Parameter Type: range
Measure: Commission Rate
Role: Continous Measure
Data Type: real
Formula: 18.400000000000002
Default Value: 18.400000000000002
Parameter Type: range
Measure: New Quota
Role: Continous Measure
Data Type: integer
Formula: 500000
Default Value: 500000
Parameter Type: range
Measure: Sort by
Role: Discrete Measure
Data Type: string
Formula: "Names"
Default Value: "Names"
Parameter Type: list
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Commission Model
Worksheets
Worksheet: QuotaAttainment
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [% of quota achieved]
[Achieved Quota]
[Achievement (estimated)]
[Base (Variable)]
[Base Salary]
[Commission (Variable)]
[Commission Rate]
[New Quota]
[OTE (Variable)]
[Rank over 3]
[Sales Person1]
[Sales]
[Total Compensation]
Used Remote Columns: [Extract].[Sales Person]
[Extract].[Sales]
Worksheet: CommissionProjection
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [% of quota achieved]
[Achieved Quota]
[Achievement (estimated)]
[Base (Variable)]
[Base Salary]
[Commission (Variable)]
[Commission Rate]
[New Quota]
[OTE (Variable)]
[Rank over 3]
[Sales Person1]
[Sales]
[Sort by field]
[Sort by]
[Total Compensation]
Used Remote Columns: [Extract].[Sales Person]
[Extract].[Sales]
Worksheet: Sales
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [% of quota achieved]
[Achievement (estimated)]
[New Quota]
[Sales]
Used Remote Columns: [Extract].[Sales]
Worksheet: OTE
Datasources: Parameters
Sales Commission
Used Dimensions & Measures: [Base Salary]
[Commission Rate]
[New Quota]
[OTE (Variable)]
Dashboard Objects:
Text: Enter new quota, commission rate and base salary to estimate sales and compensation
Dashboard: Customers
Worksheets
Worksheet: CustomerScatter
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Customer Name]
[Order Date]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[Segment]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
Worksheet: CustomerRank
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Customer Name]
[Order Date]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[Segment]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
Worksheet: CustomerOverview
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Customer Name]
[Days to Ship Actual]
[Days to Ship Scheduled]
[Order Date]
[Profit Ratio]
[Profit]
[Quantity]
[Region]
[Sales per Customer]
[Sales]
[Segment]
[Ship Date]
[Ship Mode]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Quantity]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Dashboard Objects:
Filter: [Sample - Superstore].[YEAR(Order Date)]
Filter: [Sample - Superstore].[Category]
Filter: [Sample - Superstore].[Segment]
Dashboard: Order Details
Worksheets
Worksheet: Product Detail Sheet
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[City]
[Customer Name]
[Days to Ship Actual]
[Days to Ship Scheduled]
[Discount]
[Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit Ratio]
[Profit]
[Quantity]
[Region]
[Sales]
[Segment]
[Ship Date]
[Ship Mode]
[State]
Used Remote Columns: [Extract].[Category]
[Extract].[City]
[Extract].[Customer Name]
[Extract].[Discount]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Quantity]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[Ship Date]
[Extract].[Ship Mode]
[Extract].[State]
Dashboard Objects:
Filter: [Sample - Superstore].[Order Date]
Filter: [Sample - Superstore].[Region]
Filter: [Sample - Superstore].[State]
Filter: [Sample - Superstore].[City]
Filter: [Sample - Superstore].[Category]
Filter: [Sample - Superstore].[Segment]
Dashboard: Overview
Worksheets
Worksheet: Total Sales
Datasources: Parameters
Sample - Superstore
Used Dimensions & Measures: [Category]
[Churn Rate]
[Customer Name]
[Discount]
[New Business Growth]
[Order Date]
[Order ID]
[Order Profitable?]
[Profit per Order]
[Profit Ratio]
[Profit]
[Quantity]
[Region]
[Sales Forecast]
[Sales per Customer]
[Sales]
[Segment]
[State]
[Units estimate]
Used Remote Columns: [Extract].[Category]
[Extract].[Customer Name]
[Extract].[Discount]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Profit]
[Extract].[Quantity]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[State]
Worksheet: Sale Map
Datasources: Sample - Superstore
Used Dimensions & Measures: [Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[State]
Used Remote Columns: [Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[State]
Worksheet: Sales by Segment
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit]
[Region]
[Sales]
[Segment]
[State]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[State]
Worksheet: Sales by Product
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Order ID]
[Order Profitable?]
[Postal Code]
[Profit]
[Region]
[Sales]
[Segment]
[State]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Postal Code]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[State]
Dashboard Objects:
Filter: [Sample - Superstore].[Region]
Filter: [Sample - Superstore].[Order Date]
Filter: [Sample - Superstore].[Profit Ratio]
Dashboard: Product
Worksheets
Worksheet: ProductView
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Profit]
[Region]
[Sales]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
Worksheet: ProductDetails
Datasources: Sample - Superstore
Used Dimensions & Measures: [Category]
[Order Date]
[Product Name]
[Profit Ratio]
[Profit]
[Region]
[Sales]
[Segment]
[Sub-Category]
Used Remote Columns: [Extract].[Category]
[Extract].[Order Date]
[Extract].[Product Name]
[Extract].[Profit]
[Extract].[Region]
[Extract].[Sales]
[Extract].[Segment]
[Extract].[Sub-Category]
Dashboard Objects:
Filter: [Sample - Superstore].[Region]
Dashboard: Shipping
Worksheets
Worksheet: ShipSummary
Datasources: Sample - Superstore
Used Dimensions & Measures: [Days to Ship Actual]
[Days to Ship Scheduled]
[Number of Records]
[Order Date]
[Region]
[Ship Date]
[Ship Mode]
[Ship Status]
Used Remote Columns: [Extract].[Order Date]
[Extract].[Region]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Worksheet: ShippingTrend
Datasources: Sample - Superstore
Used Dimensions & Measures: [Days to Ship Actual]
[Days to Ship Scheduled]
[Number of Records]
[Order Date]
[Region]
[Ship Date]
[Ship Mode]
[Ship Status]
Used Remote Columns: [Extract].[Order Date]
[Extract].[Region]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Worksheet: DaystoShip
Datasources: Sample - Superstore
Used Dimensions & Measures: [Customer Name]
[Days to Ship Actual]
[Days to Ship Scheduled]
[Order Date]
[Order ID]
[Product Name]
[Region]
[Ship Date]
[Ship Mode]
[Ship Status]
Used Remote Columns: [Extract].[Customer Name]
[Extract].[Order Date]
[Extract].[Order ID]
[Extract].[Product Name]
[Extract].[Region]
[Extract].[Ship Date]
[Extract].[Ship Mode]
Dashboard Objects:
Filter: [Sample - Superstore].[YEAR(Order Date)]
Filter: [Sample - Superstore].[QUARTER(Order Date)]
Filter: [Sample - Superstore].[Region]
Filter: [Sample - Superstore].[Ship Mode]
Worksheets
Worksheet: CommissionProjection
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: Base Salary
Continous Measure: Commission Rate
Continous Measure: New Quota
Discrete Measure: Sort by
Datasource: Sales Commission
Discrete Dimension: Sales Person1
Remote Column: [Extract].[Sales Person]
Continous Measure: Achievement (estimated)
Discrete Measure: Achieved Quota
Continous Measure: Base (Variable)
Continous Measure: % of quota achieved
Continous Measure: Rank over 3
Discrete Measure: Sort by field
Continous Measure: Commission (Variable)
Continous Measure: OTE (Variable)
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Continous Measure: Total Compensation
Marks
Mark: All
Type: Automatic
Tooltip: <[Sales Commission].[Sales Person]>
<[Sales Commission].[Achievement (variable) (copy)]> Quota Achieved
Total Sales: <[Sales Commission].[SUM(Achievement (copy))]>
Compensation: <[Sales Commission].[Total Compensation]>
View
Rows: [Sales Commission].[Rank over 3]
[Sales Commission].[Sales Person]
Columns: [Sales Commission].[Multiple Values]
Filters: [Sales Commission].[Measure Names()]
Manual Sorting: [Sales Commission].[Measure Names()] ASC
[Sales Commission].[Achievement (variable) (copy)] ASC
Slices: [Sales Commission].[Measure Names()]
Styles
Style: axis
[Sales Commission].[Multiple Values]
title: Compensation ($)
auto-subtitle: true
Style: header
[Sales Commission].[Sales Person]
width: 136
Style: label
[Sales Commission].[Rank over 3]
display: false
[Sales Commission].[SUM(Achievement (copy))]
text-format: n#,##0,K;-#,##0,K
Style: worksheet
rows
display-field-labels: false
Style: refline
refline2
stroke-color: #acacac
color: #000000
refline3
color: #000000
refline4
stroke-color: #acacac
color: #000000
Style: legend
Other
background-color: #ffffff
[Sales Commission].[Measure Names()]
col-width: 240
Style: legend-title-text
[Sales Commission].[Measure Names()]
Worksheet: CustomerOverview
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Sales per Customer
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Region]>
Customers: <[Sample - Superstore].[Customer Name]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Sales/Customer: <[Sample - Superstore].[Sales per Customer]>
Quantity: <[Sample - Superstore].[SUM(Quantity)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[Region]
Columns: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Multiple Values]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Category]
[Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[Customer Name]
height: 22
[Sample - Superstore].[SUM(Profit)]
height: 22
[Sample - Superstore].[SUM(Quantity)]
height: 22
[Sample - Superstore].[SUM(Sales)]
height: 22
[Sample - Superstore].[Sales per Customer]
height: 22
[Sample - Superstore].[Profit Ratio]
height: 22
[Sample - Superstore].[Multiple Values]
display: false
Style: cell
[Sample - Superstore].[Region]
height: 23
Other
text-align: center
[Sample - Superstore].[SUM(Quantity)]
text-format: n#,##0;-#,##0
[Sample - Superstore].[Sales per Customer]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Sample - Superstore].[Region]
width: 60
cols
border-style: none
rows
border-style: none
Style: label
[Sample - Superstore].[Measure Names()]
text-align: left
font-size: 9
font-family: Tableau Regular
font-weight: bold
Style: pane
cols
border-style: none
rows
border-style: none
Style: worksheet
rows
display-field-labels: false
Style: gridline
cols
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Year
Other
background-color: #f7f7f7
Worksheet: CustomerRank
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Customer Name]>
Sales Rank: <[Sample - Superstore].[SUM(Sales)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[Customer Name]
Columns: [Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
cols
tick-color: #f0f0f0
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
vertical-align: top
stroke-size: 1
text-align: center
Style: gridline
cols
line-pattern-only: solid
line-visibility: on
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Worksheet: CustomerScatter
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Customer Name]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[SUM(Profit)]
Columns: [Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[Action (Region)]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Category]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Profit)]
width: 84
cols
tick-color: #f0f0f0
Style: pane
rows
border-style: none
Style: refline
Other
stroke-size: 1
Style: gridline
Other
line-pattern-only: dotted
line-visibility: on
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Year
Worksheet: DaystoShip
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Ship Status
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Product Name
Remote Column: [Extract].[Product Name]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Ship Mode]> - <[Sample - Superstore].[Ship Status]>
<[Sample - Superstore].[SUM(Days to Ship Actual)]> days to ship
Product Name: <[Sample - Superstore].[Product Name]>
Customer Name: <[Sample - Superstore].[Customer Name]>
Order Date: <[Sample - Superstore].[Order Date]>
Order ID: <[Sample - Superstore].[Order ID]>
View
Rows: [Sample - Superstore].[Product Name]
Columns: [Sample - Superstore].[Order Date]
Filters: [Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Action (Ship Status,YEAR(Order Date),WEEK(Order Date))]
[Sample - Superstore].[Ship Status]
[Sample - Superstore].[Region]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[Ship Status]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Action (Ship Status,YEAR(Order Date),WEEK(Order Date))]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[Order Date]
auto-subtitle: true
height: 37
Style: header
[Sample - Superstore].[Product Name]
width: 300
[Sample - Superstore].[Customer Name]
width: 116
[Sample - Superstore].[Order ID]
width: 108
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
line-pattern-only: solid
line-visibility: on
Style: table-div
rows
line-visibility: off
Style: title
Other
background-color: #00000000
Worksheet: Forecast
Visible: No
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Forecast Indicator]> Sales
<[Sample - Superstore].[Segment]>, <[Sample - Superstore].[MONTH(Order Date)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
View
Rows: [Sample - Superstore].[Segment]
[Sample - Superstore].[SUM(Sales)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Region]
Slices: [Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
width: 76
[Sample - Superstore].[MONTH(Order Date)]
title: Order Date
auto-subtitle: true
height: 43
Style: header
[Sample - Superstore].[Segment]
width: 28
Style: label
[Sample - Superstore].[Segment]
display: true
text-orientation: -90
font-size: 10
[Sample - Superstore].[MONTH(Order Date)]
text-orientation: 0
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: zeroline
cols
line-visibility: off
rows
line-visibility: off
Style: axis-title
[Sample - Superstore].[MONTH(Order Date)]
font-size: 10
Worksheet: OTE
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: Base Salary
Continous Measure: Commission Rate
Continous Measure: New Quota
Datasource: Sales Commission
Continous Measure: OTE (Variable)
Marks
Mark: All
Type: Automatic
View
Rows: [Sales Commission].[Measure Names()]
Filters: [Sales Commission].[Measure Names()]
Manual Sorting: [Sales Commission].[Measure Names()] ASC
Slices: [Sales Commission].[Measure Names()]
Styles
Style: cell
Other
width: 173
[Sales Commission].[SUM(OTE (Variable))]
font-weight: bold
font-size: 16
text-format: c"$"#,##0,,.00M;("$"#,##0,,.00M)
[Sales Commission].[AVG(OTE (Variable))]
font-weight: bold
font-size: 16
text-format: c"$"#,##0,K;("$"#,##0,K)
[Sales Commission].[Multiple Values]
text-format: c"$"#,##0.00;("$"#,##0.00)
font-weight: bold
font-size: 16
Style: header
[Sales Commission].[Measure Names()]
width: 260
rows
band-color: #00000000
Other
height-header: 12
Style: label
[Sales Commission].[Measure Names()]
color: #cc721e
font-weight: bold
font-size: 12
text-align: right
Style: pane
rows
band-color: #00000000
Style: table
Other
omit-on-special: false
break-on-special: false
show-null-value-warning: false
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #ffffff
Worksheet: Performance
Visible: No
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: SUM([Sales])-SUM([Sales Target].[Sales Target])
Discrete Measure: Sales above Target?
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Datasource: Sales Target Extract
Continous Measure: Sales Target
Remote Column: [Extract].[Sales Target]
Marks
Mark: All
Type: Bar
Tooltip: <[Sample - Superstore].[Sales above Target?]> - <[Sample - Superstore].[Segment]> <[Sample - Superstore].[Category]>
<[Sample - Superstore].[MONTH(Order Date)]> <[Sample - Superstore].[YEAR(Order Date)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Sales Target: <[Sales Target Extract].[SUM(Sales Target)]>
Difference: $<[Sample - Superstore].[SUM([Sales])-SUM([Sales Target].[Sales Target])]>
View
Rows: [Sample - Superstore].[YEAR(Order Date)]
([Sample - Superstore].[MONTH(Order Date)]
[Sample - Superstore].[Segment]))
Columns: [Sample - Superstore].[Category]
[Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Region]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
Style: header
[Sample - Superstore].[Category]
height: 20
[Sample - Superstore].[Segment]
width: 96
Style: label
[Sample - Superstore].[YEAR(Order Date)]
display: false
[Sample - Superstore].[MONTH(Order Date)]
font-size: 9
[Sample - Superstore].[Category]
font-size: 9
Style: table
rows
band-level: 0
band-size: 3
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: refline
refline0
stroke-color: #000000
Style: refband
refline1
reverse-palette: false
palette: gray80
Style: gridline
cols
line-visibility: off
Style: table-div
rows
line-visibility: off
div-level: 0
cols
div-level: 0
line-visibility: off
Style: legend-title-text
[Sample - Superstore].[Sales above Target?]
color: Sales above Budget?
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Year
Worksheet: Product Detail Sheet
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: City
Remote Column: [Extract].[City]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Profit Ratio
Continous Measure: Discount
Remote Column: [Extract].[Discount]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: Customer Name: <[Sample - Superstore].[Customer Name]>
<[Sample - Superstore].[Measure Names()]>: <[Sample - Superstore].[Multiple Values]>
Order Date: <[Sample - Superstore].[Order Date]>
Order ID: <[Sample - Superstore].[Order ID]>
Ship Date: <[Sample - Superstore].[Ship Date]>
Ship Mode: <[Sample - Superstore].[Ship Mode]>
View
Rows: [Sample - Superstore].[Order ID]
([Sample - Superstore].[Customer Name]
([Sample - Superstore].[Order Date]
([Sample - Superstore].[Ship Date]
[Sample - Superstore].[Ship Mode]))))
Columns: [Sample - Superstore].[Measure Names()]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (Postal Code,State) 1]
[Sample - Superstore].[Category]
[Sample - Superstore].[City]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Region]
[Sample - Superstore].[Segment]
[Sample - Superstore].[State]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Category]
[Sample - Superstore].[Segment]
[Sample - Superstore].[Region]
[Sample - Superstore].[State]
[Sample - Superstore].[City]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (Postal Code,State) 1]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Order Date]
Styles
Style: cell
[Sample - Superstore].[SUM(Discount)]
text-format: p0%
Style: header
[Sample - Superstore].[Order ID]
width: 120
[Sample - Superstore].[Ship Mode]
width: 116
[Sample - Superstore].[Ship Date]
width: 88
[Sample - Superstore].[Order Date]
width: 88
[Sample - Superstore].[Customer Name]
width: 140
Style: field-labels
Other
font-family: Tableau Medium
font-weight: bold
Style: field-labels-decoration
Other
font-weight: bold
Style: label
[Sample - Superstore].[Measure Names()]
color: #333333
font-family: Tableau Medium
font-weight: bold
Worksheet: ProductDetails
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Product Name
Remote Column: [Extract].[Product Name]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: Sub-Category
Remote Column: [Extract].[Sub-Category]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Circle
Tooltip: <[Sample - Superstore].[Segment]> > <[Sample - Superstore].[Category]> > <[Sample - Superstore].[Sub-Category]>
<[Sample - Superstore].[Sub-Category]>: <[Sample - Superstore].[Product Name]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
Profit Ratio: <[Sample - Superstore].[Profit Ratio]>
View
Rows: [Sample - Superstore].[Category]
[Sample - Superstore].[Sub-Category]
Columns: [Sample - Superstore].[Segment]
[Sample - Superstore].[SUM(Sales)]
Filters: [Sample - Superstore].[Action (Category,YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date),Product Category)]
[Sample - Superstore].[MONTH(Order Date)]
[Sample - Superstore].[Region]
[Sample - Superstore].[YEAR(Order Date)]
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[MONTH(Order Date)]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Action (YEAR(Order Date),MONTH(Order Date),Product Category)]
[Sample - Superstore].[Action (Category,YEAR(Order Date),MONTH(Order Date))]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
height: 45
Style: cell
[Sample - Superstore].[Sub-Category]
height: 21
Style: header
[Sample - Superstore].[Sub-Category]
width: 99
[Sample - Superstore].[Category]
width: 103
Style: label
[Sample - Superstore].[MONTH(Order Date)]
text-format: iLLL
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: refline
refline1
fill-above: #00000000
fill-below: #00000000
stroke-size: 2
stroke-color: #555555
Style: table-div
rows
stroke-color: #f0f0f0
stroke-size: 2
Style: header-div
rows
stroke-size: 2
Style: legend
Other
background-color: #f5f5f5
Style: quick-filter
Other
background-color: #f5f5f5
Worksheet: ProductView
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Square
Tooltip: <[Sample - Superstore].[Category]>
<[Sample - Superstore].[MONTH(Order Date)]> <[Sample - Superstore].[YEAR(Order Date)]>
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
View
Rows: [Sample - Superstore].[Category]
[Sample - Superstore].[YEAR(Order Date)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Region]
Slices: [Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: cell
Other
text-align: center
Style: header
[Sample - Superstore].[YEAR(Order Date)]
width: 40
[Sample - Superstore].[Category]
width: 98
Style: label
[Sample - Superstore].[MONTH(Order Date)]
font-weight: normal
text-format: iLLL
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: table-div
rows
stroke-size: 4
stroke-color: #ffffff
cols
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: legend
Other
background-color: #f5f5f5
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Order Year
[Sample - Superstore].[MONTH(Order Date)]
title: Order Year
Other
background-color: #f7f7f7
Worksheet: QuotaAttainment
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: Base Salary
Continous Measure: Commission Rate
Continous Measure: New Quota
Datasource: Sales Commission
Discrete Dimension: Sales Person1
Remote Column: [Extract].[Sales Person]
Continous Measure: Achievement (estimated)
Discrete Measure: Achieved Quota
Continous Measure: Base (Variable)
Continous Measure: % of quota achieved
Continous Measure: Rank over 3
Continous Measure: Commission (Variable)
Continous Measure: OTE (Variable)
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Continous Measure: Total Compensation
Marks
Mark: All
Type: Automatic
Tooltip: <[Sales Commission].[Sales Person]>
<[Sales Commission].[Achievement (variable) (copy)]> Quota Achieved
Total Sales: $<[Sales Commission].[SUM(Achievement (copy))]>
Compensation: <[Sales Commission].[Total Compensation]>
View
Rows: [Sales Commission].[Rank over 3]
[Sales Commission].[Sales Person]
Columns: [Sales Commission].[SUM(Achievement (copy))]
Manual Sorting: [Sales Commission].[Achievement (variable) (copy)] ASC
Styles
Style: axis
[Sales Commission].[SUM(Achievement (copy))]
title: Sales ($)
auto-subtitle: true
Style: label
[Sales Commission].[Rank over 3]
display: false
[Sales Commission].[SUM(Achievement (copy))]
text-format: n#,##0,K;-#,##0,K
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: refband
refline1
reverse-palette: false
Style: legend-title-text
[Sales Commission].[Achievement (variable) (copy)]
Worksheet: Sale Map
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Multipolygon
Tooltip: <[Sample - Superstore].[State]> <[Sample - Superstore].[Profit Ratio]> overall
Profit Ratio by City
<Sheet name="Tooltip: Profit Ratio by City" maxwidth="300" maxheight="300" filter="<All Fields>">
View
Rows: [Sample - Superstore].[Latitude (generated)]
Columns: [Sample - Superstore].[Longitude (generated)]
Filters: [Sample - Superstore].[Order Profitable?]
[Sample - Superstore].[Region]
[Sample - Superstore].[Profit Ratio]
Slices: [Sample - Superstore].[Order Date]
[Sample - Superstore].[Region]
[Sample - Superstore].[Profit Ratio]
[Sample - Superstore].[Order Profitable?]
Styles
Style: legend
Other
font-family: Tableau Book
Style: legend-title-text
[Sample - Superstore].[Profit Ratio]
color: Profit Ratio
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: false
tab_coastline
enabled: true
pp2_line
enabled: false
light_adm0_bnd
enabled: false
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: true
um_adm0_lbl
enabled: false
light_pp2_statebounds
enabled: false
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: false
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.33000001311302185
map-style: tableau-light-gray
Style: map-data-layer
Other
palette: tableau-map-blue-green-light
Style: quick-filter
Other
background-color: #f7f7f7
border-width: 2
border-color: #f7f7f7
border-style: none
Worksheet: Sales
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: New Quota
Datasource: Sales Commission
Continous Measure: Achievement (estimated)
Continous Measure: % of quota achieved
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
View
Rows: [Sales Commission].[Measure Names()]
Filters: [Sales Commission].[Measure Names()]
Manual Sorting: [Sales Commission].[Measure Names()] ASC
Slices: [Sales Commission].[Measure Names()]
Styles
Style: cell
Other
width: 171
[Sales Commission].[SUM(Sales)]
font-weight: bold
font-size: 16
text-format: c"$"#,##0,,.00M;("$"#,##0,,.00M)
[Sales Commission].[Multiple Values]
font-size: 16
font-weight: bold
Style: header
[Sales Commission].[Measure Names()]
width: 228
rows
band-color: #00000000
Style: label
[Sales Commission].[Measure Names()]
color: #cc721e
font-size: 12
text-align: right
font-weight: bold
Style: pane
rows
band-color: #00000000
Style: table
Other
omit-on-special: false
break-on-special: false
show-null-value-warning: false
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #ffffff
Worksheet: Sales by Product
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Area
Tooltip: <[Sample - Superstore].[Category]> - <[Sample - Superstore].[MONTH(Order Date)]>
<[Sample - Superstore].[Order Profitable?]> Orders
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
View
Rows: [Sample - Superstore].[Category]
[Sample - Superstore].[SUM(Sales)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Action (MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Order Profitable?]
[Sample - Superstore].[Region]
Manual Sorting: [Sample - Superstore].[Order Profitable?] ASC
Slices: [Sample - Superstore].[Action (State)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (MONTH(Order Date),Segment)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Order Profitable?]
Styles
Style: axis
[Sample - Superstore].[MONTH(Order Date)]
auto-subtitle: true
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: true
width: 60
Style: cell
[Sample - Superstore].[MONTH(Order Date)]
text-format: *m/d/yyyy
Style: header
[Sample - Superstore].[Category]
width: 84
Style: label
[Sample - Superstore].[MONTH(Order Date)]
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Worksheet: Sales by Segment
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Postal Code
Remote Column: [Extract].[Postal Code]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Area
Tooltip: <[Sample - Superstore].[Segment]> - <[Sample - Superstore].[MONTH(Order Date)]>
<[Sample - Superstore].[Order Profitable?]> Orders
Sales: <[Sample - Superstore].[SUM(Sales)]>
Profit: <[Sample - Superstore].[SUM(Profit)]>
View
Rows: [Sample - Superstore].[Segment]
[Sample - Superstore].[SUM(Sales)]
Columns: [Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Action (MONTH(Order Date),Product Category)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Order Profitable?]
[Sample - Superstore].[Region]
Manual Sorting: [Sample - Superstore].[Order Profitable?] ASC
Slices: [Sample - Superstore].[Action (State)]
[Sample - Superstore].[Action (Postal Code,State)]
[Sample - Superstore].[Action (MONTH(Order Date),Product Category)]
[Sample - Superstore].[Order Date]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Profitable?]
Styles
Style: axis
[Sample - Superstore].[MONTH(Order Date)]
auto-subtitle: true
[Sample - Superstore].[SUM(Sales)]
auto-subtitle: false
width: 60
Style: cell
[Sample - Superstore].[MONTH(Order Date)]
text-format: *m/d/yyyy
Style: label
[Sample - Superstore].[MONTH(Order Date)]
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: legend-title-text
[Sample - Superstore].[Order Profitable?]
Worksheet: ShipSummary
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Ship Status
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Number of Records
Marks
Mark: All
Type: Automatic
Label: <[Sample - Superstore].[SUM(Number of Records)]> <[Sample - Superstore].[Ship Status]>
View
Columns: [Sample - Superstore].[SUM(Number of Records)]
Filters: [Sample - Superstore].[Ship Status]
[Sample - Superstore].[Region]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Ship Status] ASC
Slices: [Sample - Superstore].[Ship Status]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Number of Records)]
display: false
auto-subtitle: true
Style: cell
Other
font-size: 14
font-weight: bold
text-align: center
border-style: none
cols
border-width: 1
border-color: #ffffff
[Sample - Superstore].[SUM(Number of Records)]
text-format: p0%
Style: label
[Sample - Superstore].[Ship Status]
display: true
font-size: 10
Style: pane
Other
border-style: none
Style: table
Other
background-color: #00000000
Style: worksheet
cols
display-field-labels: false
Style: table-div
cols
stroke-size: 2
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #00000000
Worksheet: ShippingTrend
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: Ship Status
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Ship Date
Remote Column: [Extract].[Ship Date]
Discrete Dimension: Ship Mode
Remote Column: [Extract].[Ship Mode]
Continous Measure: Days to Ship Actual
Continous Measure: Days to Ship Scheduled
Continous Measure: Number of Records
Marks
Mark: All
Type: Area
Tooltip: <[Sample - Superstore].[Ship Status]>
Week of <[Sample - Superstore].[WEEK(Order Date)]>
Shipments: <[Sample - Superstore].[SUM(Number of Records)]>
View
Rows: [Sample - Superstore].[SUM(Number of Records)]
Columns: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[WEEK(Order Date)]
Filters: [Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Ship Status] ASC
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[Ship Mode]
[Sample - Superstore].[Action (Delayed?)]
[Sample - Superstore].[Action (Ship Status)]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: axis
[Sample - Superstore].[SUM(Number of Records)]
title: Number of Shipments
auto-subtitle: true
width: 48
Style: label
[Sample - Superstore].[YEAR(Order Date)]
display: false
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #00000000
Style: legend-title-text
[Sample - Superstore].[Ship Status]
color: On Time?
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Order Year
[Sample - Superstore].[QUARTER(Order Date)]
title: Order Quarter
Other
background-color: #f7f7f7
Worksheet: Tooltip: Profit Ratio by City
Visible: Yes
Used Datasources
Datasource: Sample - Superstore
Discrete Dimension: City
Remote Column: [Extract].[City]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Profit Ratio
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
View
Rows: [Sample - Superstore].[City]
Columns: [Sample - Superstore].[Profit Ratio]
Filters: [Sample - Superstore].[Tooltip (State)]
Slices: [Sample - Superstore].[Order Date]
[Sample - Superstore].[Tooltip (State)]
Styles
Style: axis
[Sample - Superstore].[Profit Ratio]
display: false
cols
line-visibility: off
rows
line-visibility: off
Style: cell
[Sample - Superstore].[Profit Ratio]
font-style: italic
Style: label
[Sample - Superstore].[Profit Ratio]
font-style: italic
Style: worksheet
rows
display-field-labels: false
Style: gridline
cols
line-visibility: off
Worksheet: Total Sales
Visible: Yes
Used Datasources
Datasource: Parameters
Continous Measure: New Business Growth
Continous Measure: Churn Rate
Datasource: Sample - Superstore
Discrete Dimension: Order Profitable?
Discrete Dimension: Category
Remote Column: [Extract].[Category]
Discrete Dimension: Customer Name
Remote Column: [Extract].[Customer Name]
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Order ID
Remote Column: [Extract].[Order ID]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Discrete Dimension: State
Remote Column: [Extract].[State]
Continous Measure: Sales Forecast
Continous Measure: Sales per Customer
Continous Measure: Profit Ratio
Continous Measure: Discount
Remote Column: [Extract].[Discount]
Continous Measure: Profit
Remote Column: [Extract].[Profit]
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Units estimate
Continous Measure: Profit per Order
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Label: <[Sample - Superstore].[Multiple Values]>
View
Columns: [Sample - Superstore].[Measure Names()]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Action (Order Profitable?,Category,MONTH(Order Date))]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Region]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[Region]
[Sample - Superstore].[Action (State)]
[Sample - Superstore].[Action (Order Profitable?,MONTH(Order Date),Segment)]
[Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Action (Order Profitable?,Category,MONTH(Order Date))]
[Sample - Superstore].[Order Date]
Styles
Style: cell
Other
text-align: center
font-weight: bold
font-size: 12
Style: header
[Sample - Superstore].[Measure Names()]
height: 23
Style: label
Other
text-align: center
[Sample - Superstore].[Measure Names()]
font-size: 8
font-family: Tableau Regular
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Worksheet: What If Forecast
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: New Business Growth
Continous Measure: Churn Rate
Datasource: Sample - Superstore
Discrete Dimension: Order Date
Remote Column: [Extract].[Order Date]
Discrete Dimension: Region
Remote Column: [Extract].[Region]
Discrete Dimension: Segment
Remote Column: [Extract].[Segment]
Continous Measure: Sales Forecast
Continous Measure: SUM([Sales])-SUM([Sales Forecast])
Continous Measure: Quantity
Remote Column: [Extract].[Quantity]
Continous Measure: Sales
Remote Column: [Extract].[Sales]
Marks
Mark: All
Type: Automatic
Tooltip: <[Sample - Superstore].[Region]> <[Sample - Superstore].[Segment]>
<[Sample - Superstore].[MONTH(Order Date)]>
Actual: <[Sample - Superstore].[SUM(Sales)]>
Forecast: <[Sample - Superstore].[SUM(Sales Forecast)]>
Difference: $<[Sample - Superstore].[SUM([Sales])-SUM([Sales Forecast])]>
View
Rows: [Sample - Superstore].[Region]
([Sample - Superstore].[Segment]
[Sample - Superstore].[Measure Names()]))
Columns: [Sample - Superstore].[QUARTER(Order Date)]
[Sample - Superstore].[MONTH(Order Date)]
Filters: [Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Region]
[Sample - Superstore].[YEAR(Order Date)]
Manual Sorting: [Sample - Superstore].[Measure Names()] ASC
Slices: [Sample - Superstore].[YEAR(Order Date)]
[Sample - Superstore].[Measure Names()]
[Sample - Superstore].[Region]
[Sample - Superstore].[Order Date]
Styles
Style: cell
[Sample - Superstore].[MONTH(Order Date)]
Style: header
[Sample - Superstore].[Measure Names()]
width: 124
Other
border-width: 2
rows
border-width: 1
border-width: 1
cols
border-width: 1
Style: pane
Other
border-width: 2
rows
border-width: 1
border-width: 1
cols
border-width: 1
border-width: 1
Style: worksheet
cols
display-field-labels: false
Style: table-div
rows
div-level: 0
cols
div-level: 0
Style: quick-filter
[Sample - Superstore].[YEAR(Order Date)]
title: Order Date
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Web Engagement Samples.twbx |
| Matches | 4 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Activity Type
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Datasource: Engagement
Connection
Data Sources
Data Source: Marketo
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:marketo-marketo
connectionData: {"connectorName":"Marketo","apiScheme":"https","apiDomain":"mktorest.com","pagination":{"batchSize":300},"userFilters":{"dateRange":30},"selectedFilter":"dateRange","apiSubdomain":"805-DIL-627","apiUrl":""}
connectionName: Marketo
filename: marketo.html
path: /marketo/marketo/1/
port: 443
server: connectors.tableau.com
workgroup-auth-mode: prompt
Tables
Table: Leads
Database Object: [leadsTable]
Connection: Marketo
Table: Activity - Fill Out Form
Database Object: [activity2]
Connection: Marketo
Table: Activity - Visit Webpage
Database Object: [activity1]
Connection: Marketo
Table: Activity - Click Link
Database Object: [activity3]
Connection: Marketo
Dimension
Activity - Click Link
Dimension: Activity Date (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Campaign_ID]
Data Type: integer
Dimension: Client IP Address (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Client_IP_Address]
Data Type: string
Dimension: Lead ID (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Lead_ID]
Data Type: integer
Dimension: Link ID
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Link_ID]
Data Type: string
Dimension: Query Parameters (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Query_Parameters]
Data Type: string
Dimension: Referrer URL (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Referrer_URL]
Data Type: string
Dimension: User Agent (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[User_Agent]
Data Type: string
Dimension: Webpage ID (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[Webpage_ID]
Data Type: string
Dimension: Id (Activity - Click Link)
Role: Discrete Dimension
Remote Column: [Activity - Click Link].[id]
Data Type: integer
Activity - Fill Out Form
Dimension: Activity Date
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Campaign_ID]
Data Type: integer
Dimension: Client IP Address
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Client_IP_Address]
Data Type: string
Dimension: Form Fields
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Form_Fields]
Data Type: string
Dimension: Lead ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Lead_ID]
Data Type: integer
Dimension: Query Parameters
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Query_Parameters]
Data Type: string
Dimension: Referrer URL
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Referrer_URL]
Data Type: string
Dimension: User Agent
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[User_Agent]
Data Type: string
Dimension: Webform ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Webform_ID]
Data Type: string
Dimension: Webpage ID
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[Webpage_ID]
Data Type: string
Dimension: Id (Activity - Fill Out Form)
Role: Discrete Dimension
Remote Column: [Activity - Fill Out Form].[id]
Data Type: integer
Activity - Visit Webpage
Dimension: Activity Date (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Activity_Date]
Data Type: datetime
Dimension: Campaign ID (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Campaign_ID]
Data Type: integer
Dimension: Client IP Address (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Client_IP_Address]
Data Type: string
Dimension: Lead ID (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Lead_ID]
Data Type: integer
Dimension: Query Parameters (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Query_Parameters]
Data Type: string
Dimension: Referrer URL (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Referrer_URL]
Data Type: string
Dimension: Search Engine
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Search_Engine]
Data Type: string
Dimension: Search Query
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Search_Query]
Data Type: string
Dimension: User Agent (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[User_Agent]
Data Type: string
Dimension: Webpage ID (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Webpage_ID]
Data Type: string
Dimension: Webpage URL
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[Webpage_URL]
Data Type: string
Dimension: Id (Activity - Visit Webpage)
Role: Discrete Dimension
Remote Column: [Activity - Visit Webpage].[id]
Data Type: integer
Leads
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Leads].[Account_Source]
Data Type: string
Dimension: Acquisition Date
Role: Discrete Dimension
Remote Column: [Leads].[Acquisition_Date]
Data Type: string
Dimension: Acquisition Program
Role: Discrete Dimension
Remote Column: [Leads].[Acquisition_Program]
Data Type: string
Dimension: Address (L)
Role: Discrete Dimension
Remote Column: [Leads].[Address_L]
Data Type: string
Dimension: Annual Revenue
Role: Discrete Dimension
Remote Column: [Leads].[Annual_Revenue]
Data Type: string
Dimension: Anonymous IP
Role: Discrete Dimension
Remote Column: [Leads].[Anonymous_IP]
Data Type: string
Dimension: Billing Address
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Address]
Data Type: string
Dimension: Billing Address (A)
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Address_A]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Leads].[Billing_City]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Country]
Data Type: string
Dimension: Billing Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Geocode_Accuracy]
Data Type: string
Dimension: Billing Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Latitude]
Data Type: string
Dimension: Billing Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Longitude]
Data Type: string
Dimension: Billing Postal Code
Role: Discrete Dimension
Remote Column: [Leads].[Billing_Postal_Code]
Data Type: string
Dimension: Billing State
Role: Discrete Dimension
Remote Column: [Leads].[Billing_State]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Leads].[City]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Leads].[Clean_Status]
Data Type: string
Dimension: Clean Status (A)
Role: Discrete Dimension
Remote Column: [Leads].[Clean_Status_A]
Data Type: string
Dimension: Company D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Leads].[Company_DUNS_Number]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Leads].[Company_Name]
Data Type: string
Dimension: Company Notes
Role: Discrete Dimension
Remote Column: [Leads].[Company_Notes]
Data Type: string
Dimension: Contact Company
Role: Discrete Dimension
Remote Column: [Leads].[Contact_Company]
Data Type: string
Dimension: Country
Role: Discrete Dimension
Remote Column: [Leads].[Country]
Data Type: string
Dimension: Created At
Role: Discrete Dimension
Remote Column: [Leads].[Created_At]
Data Type: string
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Leads].[Current_Generators]
Data Type: string
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Leads].[Customer_Priority]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Leads].[DB_Company_ID]
Data Type: string
Dimension: D&B Company ID (A)
Role: Discrete Dimension
Remote Column: [Leads].[DB_Company_ID_A]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Leads].[DUNS_Number]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Leads].[Datacom_Key]
Data Type: string
Dimension: Data.com Key (A)
Role: Discrete Dimension
Remote Column: [Leads].[Datacom_Key_A]
Data Type: string
Dimension: Date of Birth
Role: Discrete Dimension
Remote Column: [Leads].[Date_of_Birth]
Data Type: string
Dimension: Do Not Call
Role: Discrete Dimension
Remote Column: [Leads].[Do_Not_Call]
Data Type: string
Dimension: Do Not Call Cause
Role: Discrete Dimension
Remote Column: [Leads].[Do_Not_Call_Cause]
Data Type: string
Dimension: Do Not Call Reason
Role: Discrete Dimension
Remote Column: [Leads].[Do_Not_Call_Reason]
Data Type: string
Dimension: Email Address
Role: Discrete Dimension
Remote Column: [Leads].[Email_Address]
Data Type: string
Dimension: Email Bounced Date
Role: Discrete Dimension
Remote Column: [Leads].[Email_Bounced_Date]
Data Type: string
Dimension: Email Bounced Reason
Role: Discrete Dimension
Remote Column: [Leads].[Email_Bounced_Reason]
Data Type: string
Dimension: Email Invalid
Role: Discrete Dimension
Remote Column: [Leads].[Email_Invalid]
Data Type: string
Dimension: Email Invalid Cause
Role: Discrete Dimension
Remote Column: [Leads].[Email_Invalid_Cause]
Data Type: string
Dimension: External Company Id
Role: Discrete Dimension
Remote Column: [Leads].[External_Company_Id]
Data Type: string
Dimension: External Sales Person Id
Role: Discrete Dimension
Remote Column: [Leads].[External_Sales_Person_Id]
Data Type: string
Dimension: Fax Number
Role: Discrete Dimension
Remote Column: [Leads].[Fax_Number]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Leads].[First_Name]
Data Type: string
Dimension: Full Name
Role: Discrete Dimension
Remote Column: [Leads].[Full_Name]
Data Type: string
Dimension: Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Geocode_Accuracy]
Data Type: string
Dimension: Id
Role: Discrete Dimension
Remote Column: [Leads].[Id]
Data Type: integer
Dimension: Inferred City
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_City]
Data Type: string
Dimension: Inferred Company
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Company]
Data Type: string
Dimension: Inferred Country
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Country]
Data Type: string
Dimension: Inferred Metropolitan Area
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Metropolitan_Area]
Data Type: string
Dimension: Inferred Phone Area Code
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Phone_Area_Code]
Data Type: string
Dimension: Inferred Postal Code
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_Postal_Code]
Data Type: string
Dimension: Inferred State Region
Role: Discrete Dimension
Remote Column: [Leads].[Inferred_State_Region]
Data Type: string
Dimension: Is Anonymous
Role: Discrete Dimension
Remote Column: [Leads].[Is_Anonymous]
Data Type: string
Dimension: Is Customer
Role: Discrete Dimension
Remote Column: [Leads].[Is_Customer]
Data Type: string
Dimension: Is Email Bounced
Role: Discrete Dimension
Remote Column: [Leads].[Is_Email_Bounced]
Data Type: string
Dimension: Is Lead
Role: Discrete Dimension
Remote Column: [Leads].[Is_Lead]
Data Type: string
Dimension: Is Partner
Role: Discrete Dimension
Remote Column: [Leads].[Is_Partner]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Leads].[Jigsaw_Company_ID]
Data Type: string
Dimension: Jigsaw Contact ID
Role: Discrete Dimension
Remote Column: [Leads].[Jigsaw_Contact_ID]
Data Type: string
Dimension: Job Title
Role: Discrete Dimension
Remote Column: [Leads].[Job_Title]
Data Type: string
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Leads].[Last_Name]
Data Type: string
Dimension: Last Referenced Date
Role: Discrete Dimension
Remote Column: [Leads].[Last_Referenced_Date]
Data Type: string
Dimension: Last Referenced Date (A)
Role: Discrete Dimension
Remote Column: [Leads].[Last_Referenced_Date_A]
Data Type: string
Dimension: Last Viewed Date
Role: Discrete Dimension
Remote Column: [Leads].[Last_Viewed_Date]
Data Type: string
Dimension: Last Viewed Date (A)
Role: Discrete Dimension
Remote Column: [Leads].[Last_Viewed_Date_A]
Data Type: string
Dimension: Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Latitude]
Data Type: string
Dimension: Lead Partition
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Partition]
Data Type: string
Dimension: Lead Person
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Person]
Data Type: string
Dimension: Lead Rating
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Rating]
Data Type: string
Dimension: Lead Revenue Cycle Model ID
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Revenue_Cycle_Model_ID]
Data Type: string
Dimension: Lead Revenue Stage ID
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Revenue_Stage_ID]
Data Type: string
Dimension: Lead Score
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Score]
Data Type: string
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Source]
Data Type: string
Dimension: Lead Status
Role: Discrete Dimension
Remote Column: [Leads].[Lead_Status]
Data Type: string
Dimension: Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Longitude]
Data Type: string
Dimension: Mailing Address
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Address]
Data Type: string
Dimension: Mailing Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Geocode_Accuracy]
Data Type: string
Dimension: Mailing Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Latitude]
Data Type: string
Dimension: Mailing Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Mailing_Longitude]
Data Type: string
Dimension: Main Phone
Role: Discrete Dimension
Remote Column: [Leads].[Main_Phone]
Data Type: string
Dimension: Marketo Social Facebook Display Name
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Display_Name]
Data Type: string
Dimension: Marketo Social Facebook Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Id]
Data Type: string
Dimension: Marketo Social Facebook Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Photo_URL]
Data Type: string
Dimension: Marketo Social Facebook Profile URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Profile_URL]
Data Type: string
Dimension: Marketo Social Facebook Reach
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Reach]
Data Type: string
Dimension: Marketo Social Facebook Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social Facebook Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Facebook_Referred_Visits]
Data Type: string
Dimension: Marketo Social Gender
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Gender]
Data Type: string
Dimension: Marketo Social Last Referred Enrollment
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Last_Referred_Enrollment]
Data Type: string
Dimension: Marketo Social Last Referred Visit
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Last_Referred_Visit]
Data Type: string
Dimension: Marketo Social LinkedIn Display Name
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Display_Name]
Data Type: string
Dimension: Marketo Social LinkedIn Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Id]
Data Type: string
Dimension: Marketo Social LinkedIn Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Photo_URL]
Data Type: string
Dimension: Marketo Social LinkedIn Profile URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Profile_URL]
Data Type: string
Dimension: Marketo Social LinkedIn Reach
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Reach]
Data Type: string
Dimension: Marketo Social LinkedIn Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social LinkedIn Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_LinkedIn_Referred_Visits]
Data Type: string
Dimension: Marketo Social Syndication Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Syndication_Id]
Data Type: string
Dimension: Marketo Social Total Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Total_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social Total Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Total_Referred_Visits]
Data Type: string
Dimension: Marketo Social Twitter Display Name
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Display_Name]
Data Type: string
Dimension: Marketo Social Twitter Id
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Id]
Data Type: string
Dimension: Marketo Social Twitter Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Photo_URL]
Data Type: string
Dimension: Marketo Social Twitter Profile URL
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Profile_URL]
Data Type: string
Dimension: Marketo Social Twitter Reach
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Reach]
Data Type: string
Dimension: Marketo Social Twitter Referred Enrollments
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Referred_Enrollments]
Data Type: string
Dimension: Marketo Social Twitter Referred Visits
Role: Discrete Dimension
Remote Column: [Leads].[Marketo_Social_Twitter_Referred_Visits]
Data Type: string
Dimension: Middle Name
Role: Discrete Dimension
Remote Column: [Leads].[Middle_Name]
Data Type: string
Dimension: Mobile Phone Number
Role: Discrete Dimension
Remote Column: [Leads].[Mobile_Phone_Number]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Leads].[NAICS_Code]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Leads].[NAICS_Description]
Data Type: string
Dimension: Num Employees
Role: Discrete Dimension
Remote Column: [Leads].[Num_Employees]
Data Type: string
Dimension: Number of Locations
Role: Discrete Dimension
Remote Column: [Leads].[Number_of_Locations]
Data Type: string
Dimension: Number of Locations (A)
Role: Discrete Dimension
Remote Column: [Leads].[Number_of_Locations_A]
Data Type: string
Dimension: Original Referrer
Role: Discrete Dimension
Remote Column: [Leads].[Original_Referrer]
Data Type: string
Dimension: Original Search Engine
Role: Discrete Dimension
Remote Column: [Leads].[Original_Search_Engine]
Data Type: string
Dimension: Original Search Phrase
Role: Discrete Dimension
Remote Column: [Leads].[Original_Search_Phrase]
Data Type: string
Dimension: Original Source Info
Role: Discrete Dimension
Remote Column: [Leads].[Original_Source_Info]
Data Type: string
Dimension: Original Source Type
Role: Discrete Dimension
Remote Column: [Leads].[Original_Source_Type]
Data Type: string
Dimension: Other Address
Role: Discrete Dimension
Remote Column: [Leads].[Other_Address]
Data Type: string
Dimension: Other Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Other_Geocode_Accuracy]
Data Type: string
Dimension: Other Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Other_Latitude]
Data Type: string
Dimension: Other Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Other_Longitude]
Data Type: string
Dimension: Person Notes
Role: Discrete Dimension
Remote Column: [Leads].[Person_Notes]
Data Type: string
Dimension: Person Time Zone
Role: Discrete Dimension
Remote Column: [Leads].[Person_Time_Zone]
Data Type: string
Dimension: Person Type
Role: Discrete Dimension
Remote Column: [Leads].[Person_Type]
Data Type: string
Dimension: Phone Number
Role: Discrete Dimension
Remote Column: [Leads].[Phone_Number]
Data Type: string
Dimension: Photo URL
Role: Discrete Dimension
Remote Column: [Leads].[Photo_URL]
Data Type: string
Dimension: Photo URL (A)
Role: Discrete Dimension
Remote Column: [Leads].[Photo_URL_A]
Data Type: string
Dimension: Postal Code
Role: Discrete Dimension
Remote Column: [Leads].[Postal_Code]
Data Type: string
Dimension: Primary Lead Interest
Role: Discrete Dimension
Remote Column: [Leads].[Primary_Lead_Interest]
Data Type: string
Dimension: Product Interest
Role: Discrete Dimension
Remote Column: [Leads].[Product_Interest]
Data Type: string
Dimension: Registration Source Info
Role: Discrete Dimension
Remote Column: [Leads].[Registration_Source_Info]
Data Type: string
Dimension: Registration Source Type
Role: Discrete Dimension
Remote Column: [Leads].[Registration_Source_Type]
Data Type: string
Dimension: Relative Score
Role: Discrete Dimension
Remote Column: [Leads].[Relative_Score]
Data Type: string
Dimension: Relative Urgency
Role: Discrete Dimension
Remote Column: [Leads].[Relative_Urgency]
Data Type: string
Dimension: SFDC Account Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Account_Id]
Data Type: string
Dimension: SFDC Contact Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Contact_Id]
Data Type: string
Dimension: SFDC Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Id]
Data Type: string
Dimension: SFDC Lead Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Lead_Id]
Data Type: string
Dimension: SFDC Lead Owner Id
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Lead_Owner_Id]
Data Type: string
Dimension: SFDC Type
Role: Discrete Dimension
Remote Column: [Leads].[SFDC_Type]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Leads].[SIC_Code]
Data Type: string
Dimension: SIC Code (L)
Role: Discrete Dimension
Remote Column: [Leads].[SIC_Code_L]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Leads].[SIC_Description]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Leads].[SLA_Expiration_Date]
Data Type: string
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Leads].[SLA_Serial_Number]
Data Type: string
Dimension: Shipping Address
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Address]
Data Type: string
Dimension: Shipping Geocode Accuracy
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Geocode_Accuracy]
Data Type: string
Dimension: Shipping Latitude
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Latitude]
Data Type: string
Dimension: Shipping Longitude
Role: Discrete Dimension
Remote Column: [Leads].[Shipping_Longitude]
Data Type: string
Dimension: State
Role: Discrete Dimension
Remote Column: [Leads].[State]
Data Type: string
Dimension: Unsubscribed Reason
Role: Discrete Dimension
Remote Column: [Leads].[Unsubscribed_Reason]
Data Type: string
Dimension: Updated At
Role: Discrete Dimension
Remote Column: [Leads].[Updated_At]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Leads].[Upsell_Opportunity]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Leads].[Year_Started]
Data Type: string
Dimension: サポートされていない文字列
Role: Discrete Dimension
Remote Column: [Leads].[column_131]
Data Type: string
Dimension: lucha boolean field
Role: Discrete Dimension
Remote Column: [Leads].[lucha_boolean_field]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Leads (Full Name)
Role: Discrete Dimension
Data Type: string
Formula: [Full_Name]
Measure
Leads
Measure: Site
Role: Continous Measure
Remote Column: [Leads].[Site]
Data Type: string
Aggregation: Count
Measure: Website
Role: Continous Measure
Remote Column: [Leads].[Website]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Leads].[Industry]
Data Type: string
Aggregation: Count
Measure: Salutation
Role: Continous Measure
Remote Column: [Leads].[Salutation]
Data Type: string
Aggregation: Count
Measure: Address
Role: Continous Measure
Remote Column: [Leads].[Address]
Data Type: string
Aggregation: Count
Measure: Unsubscribed
Role: Continous Measure
Remote Column: [Leads].[Unsubscribed]
Data Type: boolean
Aggregation: Count
Measure: Department
Role: Continous Measure
Remote Column: [Leads].[Department]
Data Type: string
Aggregation: Count
Measure: Cookies
Role: Continous Measure
Remote Column: [Leads].[Cookies]
Data Type: string
Aggregation: Count
Measure: Role
Role: Continous Measure
Remote Column: [Leads].[Role]
Data Type: string
Aggregation: Count
Measure: Urgency
Role: Continous Measure
Remote Column: [Leads].[Urgency]
Data Type: real
Aggregation: Sum
Measure: Priority
Role: Continous Measure
Remote Column: [Leads].[Priority]
Data Type: integer
Aggregation: Sum
Measure: Primary
Role: Continous Measure
Remote Column: [Leads].[Primary]
Data Type: string
Aggregation: Count
Measure: SLA
Role: Continous Measure
Remote Column: [Leads].[SLA]
Data Type: string
Aggregation: Count
Measure: Active
Role: Continous Measure
Remote Column: [Leads].[Active]
Data Type: string
Aggregation: Count
Measure: Level
Role: Continous Measure
Remote Column: [Leads].[Level]
Data Type: string
Aggregation: Count
Measure: Languages
Role: Continous Measure
Remote Column: [Leads].[Languages]
Data Type: string
Aggregation: Count
Measure: Tradestyle
Role: Continous Measure
Remote Column: [Leads].[Tradestyle]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Total Activity
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Click Link)])
+ COUNTD([id])
+ COUNTD([id (Activity - Visit Webpage)])
Measure: PageView
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Click Link)])
Measure: Average Activities per Lead
Role: Continous Measure
Data Type: real
Formula: [Total]
/
[Leads]
Measure: Total
Role: Continous Measure
Data Type: integer
Formula: CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "2" THEN [Web Visit]
WHEN "3" THEN [Form Submit]
WHEN "4" THEN [PageView]
END
Measure: Leads
Role: Discrete Measure
Data Type: integer
Formula: CASE [Parameters].[Parameter 1]
WHEN "1" THEN
COUNTD(IF not ISNULL([id (Activity - Click Link)]) OR
not ISNULL([id]) OR
not ISNULL([id (Activity - Visit Webpage)])
THEN [Id]
END)
WHEN "2" THEN
COUNTD(IF not ISNULL([id (Activity - Visit Webpage)])
THEN [Id]
END)
WHEN "3" THEN
COUNTD(IF not ISNULL([id])
THEN [Id]
END)
WHEN "4" THEN
COUNTD(IF not ISNULL([id (Activity - Click Link)])
THEN [Id]
END)
END
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: Form Submit (Mobile)
Role: Continous Measure
Data Type: integer
Formula: IIF([Parameters].[Parameter 1]="3" OR [Parameters].[Parameter 1]="1", [Total Web Visit (copy)], 0)
Measure: % Form Submit
Role: Continous Measure
Data Type: real
Formula: [Form Submit]
/
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "3" THEN [Form Submit]
ELSE 0
END
Measure: % PageView
Role: Continous Measure
Data Type: real
Formula: [PageView]
/
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "4" THEN [PageView]
ELSE 0
END
Measure: Web Visit
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id (Activity - Visit Webpage)])
Measure: % Web Visit
Role: Continous Measure
Data Type: real
Formula: [Web Visit]
/
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Total Activity]
WHEN "2" THEN [Web Visit]
ELSE 0
END
Measure: Form Submit
Role: Continous Measure
Data Type: integer
Formula: COUNTD([id])
Measure: Page View (Mobile)
Role: Continous Measure
Data Type: integer
Formula: IIF([Parameters].[Parameter 1]="4" OR [Parameters].[Parameter 1]="1", [PageView], 0)
Measure: Web Visit (Mobile)
Role: Continous Measure
Data Type: integer
Formula: IIF([Parameters].[Parameter 1]="2" OR [Parameters].[Parameter 1]="1", [Total PageView (copy)], 0)
Parameter
Calculated/Other
Measure: Activity Type
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Web Engagement
Worksheets
Worksheet: Summary
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Average Activities per Lead]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Id]
[Industry]
[Leads]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Id]
[Leads].[Industry]
Worksheet: Summary (2)
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Average Activities per Lead]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Id]
[Industry]
[Leads]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Id]
[Leads].[Industry]
Worksheet: Accounts
Datasources: Engagement
Parameters
Used Dimensions & Measures: [% Form Submit]
[% PageView]
[% Web Visit]
[Activity Type]
[Company Name]
[Form Submit]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Industry]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Industry]
Worksheet: Contacts
Datasources: Engagement
Parameters
Used Dimensions & Measures: [% Form Submit]
[% PageView]
[% Web Visit]
[Activity Type]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Industry]
[PageView]
[Total Activity]
[Total]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Timeline Web Visit
Datasources: Engagement
Used Dimensions & Measures: [Activity Date (Activity - Visit Webpage)]
[Company Name]
[Full Name]
[Id (Activity - Visit Webpage)]
[Industry]
[Web Visit]
Used Remote Columns: [Activity - Visit Webpage].[Activity_Date]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Timeline Form Submit
Datasources: Engagement
Used Dimensions & Measures: [Activity Date]
[Company Name]
[Form Submit]
[Full Name]
[Id (Activity - Fill Out Form)]
[Industry]
Used Remote Columns: [Activity - Fill Out Form].[Activity_Date]
[Activity - Fill Out Form].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Timeline Click
Datasources: Engagement
Used Dimensions & Measures: [Activity Date (Activity - Click Link)]
[Company Name]
[Full Name]
[Id (Activity - Click Link)]
[Industry]
[PageView]
Used Remote Columns: [Activity - Click Link].[Activity_Date]
[Activity - Click Link].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
[Leads].[Industry]
Worksheet: Mobile - Accounts
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Company Name]
[Form Submit (Mobile)]
[Form Submit]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Page View (Mobile)]
[PageView]
[Total Activity]
[Total]
[Web Visit (Mobile)]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
Worksheet: Mobile - Leads
Datasources: Engagement
Parameters
Used Dimensions & Measures: [Activity Type]
[Company Name]
[Form Submit (Mobile)]
[Form Submit]
[Full Name]
[Id (Activity - Click Link)]
[Id (Activity - Fill Out Form)]
[Id (Activity - Visit Webpage)]
[Leads (Full Name)]
[Page View (Mobile)]
[PageView]
[Total Activity]
[Total]
[Web Visit (Mobile)]
[Web Visit]
Used Remote Columns: [Activity - Click Link].[id]
[Activity - Fill Out Form].[id]
[Activity - Visit Webpage].[id]
[Leads].[Company_Name]
[Leads].[Full_Name]
Dashboard Objects:
Filter: [Engagement].[Company_Name]
Filter: [Engagement].[Industry]
Text: <Sheet Name>
Text: Æ
Text: Company Name
Text: Total Activity
Text: % Activity by Type
Text: Æ
Text: Lead
Text: Company Name
Text: Total Activity
Text: % Activity by Type
Worksheets
Worksheet: Accounts
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: % Form Submit
Continous Measure: % PageView
Continous Measure: Web Visit
Continous Measure: % Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Automatic
Tooltip: <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Total]
Type: Automatic
Tooltip: <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Multiple Values]
Type: Automatic
Tooltip: <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
View
Rows: [Engagement].[Company_Name]
Columns: [Engagement].[Total]
[Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Industry]
[Engagement].[Total Activity]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total Activity]
[Engagement].[Industry]
Styles
Style: axis
[Engagement].[Total]
auto-subtitle: true
[Engagement].[Multiple Values]
auto-subtitle: true
Style: cell
[Engagement].[Company_Name]
height: 27
[Engagement].[Total Web Visit (copy 2)]
text-format: p0.0%
[Engagement].[Total PageView (copy 2)]
text-format: p0.0%
[Engagement].[Total Form Submit (copy)]
text-format: p0.0%
Style: header
[Engagement].[Company_Name]
width: 231
Other
height-header: 10
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Style: legend
[Engagement].[Measure Names()]
col-width: 140
Other
font-size: 8
Style: legend-title
Other
font-family: Tableau Regular
font-size: 8
Worksheet: Contacts
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: % Form Submit
Continous Measure: % PageView
Continous Measure: Web Visit
Continous Measure: % Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Automatic
Tooltip: <[Engagement].[ATTR(Full_Name)]> | <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Total]
Type: Automatic
Tooltip: <[Engagement].[ATTR(Full_Name)]> | <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
Mark: [Engagement].[Multiple Values]
Type: Automatic
Tooltip: <[Engagement].[ATTR(Full_Name)]> | <[Engagement].[Company_Name]>
Total Activity: <[Engagement].[Total]>
Web Visit: <[Engagement].[Total Web Visit (copy 2)]>
Form Submit: <[Engagement].[Total Form Submit (copy)]>
Page View: <[Engagement].[Total PageView (copy 2)]>
View
Rows: [Engagement].[Full_Name]
[Engagement].[Company_Name]
Columns: [Engagement].[Total]
[Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Total Activity]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total Activity]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Action (Company Name)]
Styles
Style: axis
[Engagement].[Total]
auto-subtitle: true
[Engagement].[Multiple Values]
auto-subtitle: true
Style: cell
[Engagement].[Company_Name]
height: 29
[Engagement].[Total Web Visit (copy 2)]
text-format: p0.0%
[Engagement].[Total PageView (copy 2)]
text-format: p0.0%
[Engagement].[Total Form Submit (copy)]
text-format: p0.0%
Style: header
[Engagement].[Company_Name]
width: 224
Other
height-header: 10
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Style: quick-filter
Other
font-family: Tableau Light
font-size: 8
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Regular
Worksheet: Mobile - Accounts
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: Form Submit (Mobile)
Continous Measure: Web Visit
Continous Measure: Form Submit
Continous Measure: Page View (Mobile)
Continous Measure: Web Visit (Mobile)
Marks
Mark: All
Type: Bar
View
Rows: [Engagement].[Company_Name]
Columns: [Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Total]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total]
Styles
Style: axis
[Engagement].[Multiple Values]
display: false
Style: cell
[Engagement].[Company_Name]
height: 27
[Engagement].[Measure Names()]
width: 66
Style: header
[Engagement].[Company_Name]
width: 136
[Engagement].[Measure Names()]
height: 44
Other
height-header: 10
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
refline1
fill-above: #00000000
fill-below: #00000000
line-visibility: off
text-align: right
vertical-align: center
background-color: #ffffff00
font-family: Tableau Bold
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Worksheet: Mobile - Leads
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Leads (Full Name)
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Total
Continous Measure: Form Submit (Mobile)
Continous Measure: Web Visit
Continous Measure: Form Submit
Continous Measure: Page View (Mobile)
Continous Measure: Web Visit (Mobile)
Marks
Mark: All
Type: Bar
View
Rows: [Engagement].[Leads (Full Name)]
Columns: [Engagement].[Multiple Values]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Total]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Total]
[Engagement].[Action (Company Name)]
Styles
Style: axis
[Engagement].[Multiple Values]
display: false
Style: cell
[Engagement].[Measure Names()]
width: 66
[Engagement].[Leads (Full Name)]
height: 27
Style: header
[Engagement].[Measure Names()]
height: 44
[Engagement].[Leads (Full Name)]
width: 136
Style: field-labels
Other
font-family: Tableau Bold
background-color: #f5f5f5
Style: label
[Engagement].[Multiple Values]
text-format: p0%
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
stroke-color: #e15759
stroke-size: 1
vertical-align: top
text-align: right
font-family: Tableau Bold
font-size: 6
color: #e15759
fill-above: #00000000
fill-below: #00000000
background-color: #ffffff67
refline1
fill-above: #00000000
fill-below: #00000000
line-visibility: off
text-align: right
vertical-align: center
background-color: #ffffff00
font-family: Tableau Bold
Style: table-div
rows
stroke-color: #f5f5f5
stroke-size: 3
div-level: 1
cols
stroke-size: 3
stroke-color: #f5f5f5
div-level: 2
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Id
Remote Column: [Leads].[Id]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Average Activities per Lead
Continous Measure: Total
Discrete Measure: Leads
Continous Measure: Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Text
Label: <[Engagement].[Multiple Values]>
Tooltip: <[Engagement].[Measure Names()]>: <[Engagement].[Multiple Values]>
View
Columns: [Engagement].[Measure Names()]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: header
[Engagement].[Measure Names()]
height: 26
background-color: #f2f2f3
Style: label
[Engagement].[Measure Names()]
font-family: Tableau Regular
Style: table-div
rows
stroke-size: 5
stroke-color: #ffffff
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #ffffff
div-level: 1
Style: quick-filter
Other
font-family: Tableau Light
font-size: 8
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Regular
color: #333333
Worksheet: Summary (2)
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Activity Type
Datasource: Engagement
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Id
Remote Column: [Leads].[Id]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Total Activity
Continous Measure: PageView
Continous Measure: Average Activities per Lead
Continous Measure: Total
Discrete Measure: Leads
Continous Measure: Web Visit
Continous Measure: Form Submit
Marks
Mark: All
Type: Text
Label: <[Engagement].[Multiple Values]>
Tooltip: <[Engagement].[Measure Names()]>: <[Engagement].[Multiple Values]>
View
Columns: [Engagement].[Measure Names()]
Filters: [Engagement].[Measure Names()]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Manual Sorting: [Engagement].[Measure Names()] ASC
Slices: [Engagement].[Measure Names()]
[Engagement].[Company_Name]
[Engagement].[Industry]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: header
[Engagement].[Measure Names()]
height: 26
background-color: #f2f2f3
Style: label
[Engagement].[Measure Names()]
font-family: Tableau Regular
Style: table-div
rows
stroke-size: 5
stroke-color: #ffffff
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #ffffff
div-level: 1
Style: quick-filter
Other
font-family: Tableau Light
font-size: 8
Style: quick-filter-title
Other
font-family: Tableau Light
font-size: 8
Worksheet: Timeline Click
Visible: No
Used Datasources
Datasource: Engagement
Discrete Dimension: Activity Date (Activity - Click Link)
Remote Column: [Activity - Click Link].[Activity_Date]
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Click Link)
Remote Column: [Activity - Click Link].[id]
Continous Measure: PageView
Marks
Mark: All
Type: Bar
Tooltip: <[Engagement].[HOUR(Activity_Date (Activity - Click Link))]>
PageView: <[Engagement].[PageView]>
View
Rows: [Engagement].[PageView]
Columns: [Engagement].[HOUR(Activity_Date (Activity - Click Link))]
Filters: [Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Slices: [Engagement].[Industry]
[Engagement].[Company_Name]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: axis
[Engagement].[PageView]
auto-subtitle: true
[Engagement].[HOUR(Activity_Date (Activity - Click Link))]
auto-subtitle: true
Other
stroke-size: 3
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
font-weight: normal
color: #666666
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #e15759
font-family: Tableau Bold
font-size: 6
color: #e15759
text-format: n#,##0;-#,##0
Worksheet: Timeline Form Submit
Visible: No
Used Datasources
Datasource: Engagement
Discrete Dimension: Activity Date
Remote Column: [Activity - Fill Out Form].[Activity_Date]
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Fill Out Form)
Remote Column: [Activity - Fill Out Form].[id]
Continous Measure: Form Submit
Marks
Mark: All
Type: Bar
Tooltip: <[Engagement].[HOUR(Activity_Date)]>
Form Submit: <[Engagement].[Total Web Visit (copy)]>
View
Rows: [Engagement].[Total Web Visit (copy)]
Columns: [Engagement].[HOUR(Activity_Date)]
Filters: [Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Slices: [Engagement].[Industry]
[Engagement].[Company_Name]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: axis
[Engagement].[Total Web Visit (copy)]
auto-subtitle: true
[Engagement].[HOUR(Activity_Date)]
auto-subtitle: true
Other
stroke-size: 3
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
font-weight: normal
color: #666666
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #e15759
font-family: Tableau Bold
font-size: 6
color: #e15759
text-format: n#,##0;-#,##0
Worksheet: Timeline Web Visit
Visible: No
Used Datasources
Datasource: Engagement
Discrete Dimension: Activity Date (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[Activity_Date]
Discrete Dimension: Company Name
Remote Column: [Leads].[Company_Name]
Discrete Dimension: Full Name
Remote Column: [Leads].[Full_Name]
Discrete Dimension: Industry
Remote Column: [Leads].[Industry]
Discrete Dimension: Id (Activity - Visit Webpage)
Remote Column: [Activity - Visit Webpage].[id]
Continous Measure: Web Visit
Marks
Mark: All
Type: Bar
Tooltip: <[Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]>
Web Visit(s): <[Engagement].[Total PageView (copy)]>
View
Rows: [Engagement].[Total PageView (copy)]
Columns: [Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]
Filters: [Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
[Engagement].[Company_Name]
[Engagement].[Industry]
Slices: [Engagement].[Industry]
[Engagement].[Company_Name]
[Engagement].[Action (Company Name)]
[Engagement].[Action (Company Name,Full Name)]
Styles
Style: axis
[Engagement].[Total PageView (copy)]
auto-subtitle: true
[Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]
auto-subtitle: true
Other
stroke-size: 3
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: label
[Engagement].[HOUR(Activity_Date (Activity - Visit Webpage))]
font-size: 8
font-weight: normal
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
Other
font-size: 8
font-weight: normal
color: #666666
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: on
line-pattern-only: dashed
stroke-size: 1
stroke-color: #e15759
font-family: Tableau Bold
font-size: 6
color: #e15759
text-format: n#,##0;-#,##0
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Toip 20 Accounts.twbx |
| Matches | 2 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Sort by N
Role: Continous Measure
Data Type: integer
Formula: 20
Default Value: 20
Parameter Type: range
Measure: Pick a Measure
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_tousername
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: UserRole
Database Object: [UserRole]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: Pricebook2
Database Object: [Pricebook2]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Name
Role: Discrete Dimension
Remote Column: [Account].[Name]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Id (Account)
Role: Discrete Dimension
Remote Column: [Account].[Id]
Data Type: string
Dimension: Industry
Role: Discrete Dimension
Remote Column: [Account].[Industry]
Data Type: string
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Name (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[Name]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Opportunity Type
Role: Discrete Dimension
Remote Column: [Opportunities].[Type]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PriceboousernametryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Pricebook2
Dimension: CreatedById (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[CreatedById]
Data Type: string
Dimension: CreatedDate (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[CreatedDate]
Data Type: datetime
Dimension: Description (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[Description]
Data Type: string
Dimension: Is Standard Price Book
Role: Discrete Dimension
Remote Column: [Pricebook2].[IsStandard]
Data Type: boolean
Dimension: IsActive (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[IsActive]
Data Type: boolean
Dimension: IsDeleted (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[LastModifiedDate]
Data Type: datetime
Dimension: Price Book Name
Role: Discrete Dimension
Remote Column: [Pricebook2].[Name]
Data Type: string
Dimension: SystemModstamp (Price Book)
Role: Discrete Dimension
Remote Column: [Pricebook2].[SystemModstamp]
Data Type: datetime
UserRole
Dimension: Case Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[CaseAccessForAccountOwner]
Data Type: string
Dimension: Contact Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[ContactAccessForAccountOwner]
Data Type: string
Dimension: Developer Name
Role: Discrete Dimension
Remote Column: [UserRole].[DeveloperName]
Data Type: string
Dimension: ForecastUserId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[ForecastUserId]
Data Type: string
Dimension: LastModifiedById (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[LastModifiedDate]
Data Type: datetime
Dimension: May Forecast Manager Share
Role: Discrete Dimension
Remote Column: [UserRole].[MayForecastManagerShare]
Data Type: boolean
Dimension: Name
Role: Discrete Dimension
Remote Column: [UserRole].[Name]
Data Type: string
Dimension: Opportunity Access Level for Account Owner
Role: Discrete Dimension
Remote Column: [UserRole].[OpportunityAccessForAccountOwner]
Data Type: string
Dimension: Parent Role ID
Role: Discrete Dimension
Remote Column: [UserRole].[ParentRoleId]
Data Type: string
Dimension: Portal Type
Role: Discrete Dimension
Remote Column: [UserRole].[PortalType]
Data Type: string
Dimension: PortalAccountId (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountId]
Data Type: string
Dimension: SystemModstamp (Role)
Role: Discrete Dimension
Remote Column: [UserRole].[SystemModstamp]
Data Type: datetime
Dimension: User ID1
Role: Discrete Dimension
Remote Column: [UserRole].[PortalAccountOwnerId]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Sort By
Role: Discrete Dimension
Data Type: integer
Formula: //This is a calculation
// It grabs the parameter value
[Parameters].[Id (Account) Parameter]
Aggregation: Sum
Dimension: Groups
Role: Discrete Dimension
Data Type: string
Formula: //This is an If Statement
// It groups opportunities into big groups won/lost/open
IF [Closed]=TRUE AND [Won]=TRUE
THEN "Closed Won"
ELSEIF [Closed]=TRUE AND [Won]=FALSE
THEN "Closed Lost"
ELSE "Open"
END
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Won
Role: Continous Measure
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: OpportunityId (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Pricebook2
Measure: Id (Price Book)
Role: Continous Measure
Remote Column: [Pricebook2].[Id]
Data Type: string
Aggregation: Count
UserRole
Measure: Id (Role)
Role: Continous Measure
Remote Column: [UserRole].[Id]
Data Type: string
Aggregation: Count
Measure: Description
Role: Continous Measure
Remote Column: [UserRole].[RollupDescription]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: % of Total Expected Value
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It calculates the expected value of accounts selected by user against total
[Expected Value]/
{sum([Expected Value])}
Measure: % of Total Sales
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It calculates the sales of the accounts selected by the user against total
[Sales]/
{sum([Sales])}
Measure: % of Total Wins
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It shows the wins of accounts selected by user against total
[# of Wins]/
{sum([# of Wins])}
Measure: % of Total Open Opp
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It shows oppen opportunities of accounts selected by user against total
[# Open Opp.]/
{sum([# Open Opp.])}
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: //This is an If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: MIN Close Date
Role: Discrete Measure
Data Type: date
Formula: //This is a minimum function
// It shows the minimum value for Close Date
MIN([Close Date])
Measure: Expected Value
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It shows the expected value
{ FIXED [Id (Account)], [Opportunity ID], [Groups]:
SUM([Expected Amount])}
Measure: Pick a Measure Control
Role: Continous Measure
Data Type: real
Formula: //This is a Case Statement
// It is used to control the parameter;
CASE [Parameters].[Parameter 1]
WHEN "1" THEN [Expected Amount]
WHEN "2" THEN [Amount (Excl Closed)]
END
Measure: Sales + Pipeline
Role: Continous Measure
Data Type: real
Formula: //This is a calculation combining a Level of Detail calculation and an If Statement
// It shows total amount for selected accounts
ZN(IF [Forecast Category]="Pipeline" OR [Forecast Category]="Closed"
THEN { FIXED [Id (Account)], [Opportunity ID]:
SUM([Amount])} END)
Measure: Amount (Excl Closed)
Role: Continous Measure
Data Type: real
Formula: //This is a calculation combining a Level of Detail calculation (LOD) and an If Statement
// It shows open pipeline amount for selected accounts
ZN(IF [Closed]=TRUE AND [Won]=TRUE
OR [Closed]=FALSE
THEN [Amount]
END)
Measure: Win Rate
Role: Continous Measure
Data Type: real
Formula: //This is a calculated field
//It calculates all opportunities close/won against all opportunities closed
//Calculate total of wins
SUM([# of Wins])
// Divide by number of closed opportunities
/
SUM({ FIXED [Id (Account)], [Opportunity ID]:
ZN(COUNTD(IF [Closed]=TRUE THEN [Opportunity ID] END))})
Measure: # of Wins
Role: Continous Measure
Data Type: integer
Formula: //This is a Level of Detail calculation (LOD)
// It shows "1" for each won opportunity
{ FIXED [Id (Account)], [Opportunity ID]:
ZN(COUNTD(IF[Closed]=TRUE AND [Won]=TRUE THEN [Opportunity ID] END))
}
Measure: # of Accounts
Role: Continous Measure
Data Type: integer
Formula: // This is a Count Distinct function
// It is used to count the number of accounts;
COUNTD([Id (Account)])
Measure: Sales
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail calculation (LOD)to show sales
// Sales are all won/closed oportunities in the pipeline
{ FIXED [Id (Account)], [Opportunity ID]:
SUM(IIF([Won]=TRUE AND [Closed]=TRUE, [Amount], 0))}
Measure: # Open Opp.
Role: Continous Measure
Data Type: integer
Formula: //This is a Level of Detail calculation (LOD)to show all open opportunities
// Open Oportunities are all marked as "Pipeline" in Forecast Category
{ FIXED [Id (Account)], [Opportunity ID]:
ZN(COUNTD(IF [Forecast Category]="Pipeline"
THEN [Opportunity ID]
END))}
Measure: % of Total Amount
Role: Continous Measure
Data Type: real
Formula: //This is a calculation
// It shows the amount of selected accounts against total amount
[Sales + Pipeline]/
{sum([Sales + Pipeline])}
Measure: MAX Close Date
Role: Discrete Measure
Data Type: date
Formula: MAX([Close Date])
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Parameter
Calculated/Other
Measure: Sort by N
Role: Continous Measure
Data Type: integer
Formula: 20
Default Value: 20
Parameter Type: range
Measure: Pick a Measure
Role: Discrete Measure
Data Type: string
Formula: "1"
Default Value: "1"
Parameter Type: list
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Top Accounts
Worksheets
Worksheet: Manager Name
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing City]
[Billing Country]
[Billing State/Province]
[Industry]
[Name (User)]
[Show Manager]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
Worksheet: Summary of Accounts
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Full Name]
[Groups]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 1
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% of Total Amount]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Expected Value]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sales + Pipeline]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 4
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Sales]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 2
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Wins]
[# Open Opp.]
[% of Total Open Opp]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Big Numbers 3
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Accounts]
[# of Wins]
[# Open Opp.]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Expected Value]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sales]
[Sort by N]
[Sort By]
[Win Rate]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: % Total 2
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% of Total Sales]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Sales]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: % Total 3
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [# of Wins]
[# Open Opp.]
[% of Total Open Opp]
[% of Total Wins]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: % Total 1
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [% of Total Amount]
[% of Total Expected Value]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Expected Value]
[Forecast Category]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[MAX Close Date]
[MIN Close Date]
[Name (User)]
[Opportunity ID]
[Sales + Pipeline]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: City
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Amount (Excl Closed)]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Description]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Pick a Measure Control]
[Pick a Measure]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
[UserRole].[RollupDescription]
Worksheet: Breakdown by Industry
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Amount (Excl Closed)]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Opportunity ID]
[Pick a Measure Control]
[Pick a Measure]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Worksheet: Top
Datasources: Opportunities (Salesforce)
Parameters
Used Dimensions & Measures: [Account Name]
[Amount (Excl Closed)]
[Amount]
[Billing City]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Expected Amount]
[Full Name]
[Groups]
[Id (Account)]
[Industry]
[Name (User)]
[Pick a Measure Control]
[Pick a Measure]
[Sort by N]
[Sort By]
[Won]
Used Remote Columns: [Account].[BillingCity]
[Account].[BillingCountry]
[Account].[BillingState]
[Account].[Id]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[IsClosed]
[Opportunities].[IsWon]
[Owned By].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Groups]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Name (User)]
Text: Top <[Parameters].[Id (Account) Parameter]>
Text: Use Options Below to Filter
Text: Æ
Worksheets
Worksheet: % Total 1
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Expected Value
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Close Date
Continous Measure: Expected Value
Continous Measure: Sales + Pipeline
Continous Measure: % of Total Amount
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]> of Total
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #ffffff
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
display: false
text-align: center
vertical-align: center
font-family: Tableau Book
color: #2cb5c0
font-size: 8
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: worksheet
Other
font-family: Tableau Regular
color: #333333
Style: table-div
cols
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #f5f5f5
line-visibility: off
rows
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Worksheet: % Total 2
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Sales
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[SUM(% of Total Expected Value (copy))]> of Total
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
rows
band-color: #00000000
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: worksheet
Other
font-family: Tableau Regular
font-size: 8
color: #333333
Style: table-div
cols
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #ffffff
line-visibility: off
rows
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #eef1f3
Worksheet: % Total 3
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Wins
Continous Measure: % of Total Open Opp
Discrete Measure: MIN Close Date
Continous Measure: # of Wins
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]> of Total
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #ffffff
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
display: false
text-align: center
vertical-align: center
font-family: Tableau Book
color: #2cb5c0
font-size: 8
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: worksheet
Other
font-family: Tableau Regular
font-size: 8
color: #333333
Style: table-div
rows
line-visibility: off
cols
div-level: 1
stroke-size: 3
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
cols
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 1
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Close Date
Continous Measure: Expected Value
Continous Measure: Sales + Pipeline
Continous Measure: % of Total Amount
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Expected Value)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 23
background-color: #f2f2f3
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-size: 9
font-family: Tableau Regular
font-weight: normal
color: #333333
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: table-div
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 3
stroke-color: #e6e6e6
rows
line-visibility: off
Style: header-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 2
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: % of Total Open Opp
Discrete Measure: MIN Close Date
Continous Measure: # of Wins
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 27
background-color: #f2f2f3
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-size: 8
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 4
Style: table-div
cols
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
rows
line-visibility: off
Style: header-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 3
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Discrete Measure: MIN Close Date
Continous Measure: Expected Value
Continous Measure: Win Rate
Continous Measure: # of Wins
Continous Measure: # of Accounts
Continous Measure: Sales
Continous Measure: # Open Opp.
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[SUM(Expected Value)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 27
background-color: #f2f2f3
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-size: 8
font-family: Tableau Regular
color: #333333
font-weight: normal
Style: pane
rows
band-color: #00000000
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 4
Style: table-div
cols
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
rows
line-visibility: off
Style: header-div
rows
stroke-size: 3
line-pattern-only: solid
stroke-color: #ffffff
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: title
Other
background-color: #eef1f3
Worksheet: Big Numbers 4
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Sales
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[SUM(Sales)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: cell
[Opportunities (Salesforce)].[SUM(Sales)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
rows
band-color: #00000000
border-style: none
Style: pane
rows
band-color: #00000000
border-style: none
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: table-div
cols
stroke-size: 5
line-pattern-only: solid
stroke-color: #f5f5f5
div-level: 1
line-visibility: off
rows
line-visibility: off
Style: header-div
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Breakdown by Industry
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Amount)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Mark: [Opportunities (Salesforce)].[Opportunity ID]
Type: Bar
Tooltip: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Amount)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
Mark: [Opportunities (Salesforce)].[Opportunity ID]
Type: Circle
Tooltip: <[Opportunities (Salesforce)].[Industry]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Amount)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Industry]
Columns: [Opportunities (Salesforce)].[Groups]
([Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Opportunity ID]))
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing Country)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
auto-subtitle: true
display: false
height: 28
Style: cell
[Opportunities (Salesforce)].[Industry]
height: 25
Style: header
[Opportunities (Salesforce)].[Industry]
width: 140
[Opportunities (Salesforce)].[Groups]
height: 38
Style: label
[Opportunities (Salesforce)].[Industry]
font-family: Tableau Book
font-weight: normal
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Book
[Opportunities (Salesforce)].[Groups]
font-family: Tableau Regular
font-weight: normal
font-size: 9
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
line-visibility: on
line-pattern-only: dotted
stroke-color: #f28e2b67
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
refline1
line-visibility: on
line-pattern-only: dotted
stroke-color: #f28e2b67
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
line-visibility: on
line-pattern-only: dotted
stroke-color: #f28e2b67
fill-above: #00000000
fill-below: #00000000
font-size: 6
font-family: Tableau Bold
Style: gridline
Other
stroke-size: 5
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
Style: table-div
cols
line-visibility: off
rows
stroke-color: #f5f5f5
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
Style: header-div
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 1
rows
line-visibility: on
line-pattern-only: solid
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: City
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Description
Remote Column: [UserRole].[RollupDescription]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Circle
Tooltip: <[Opportunities (Salesforce)].[Billing City]> | <[Opportunities (Salesforce)].[Billing Country]>
<[Parameters].[Parameter 1]>: <[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]>
Number of Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Latitude (generated)]
Columns: [Opportunities (Salesforce)].[Longitude (generated)]
Filters: [Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Description]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Account Name]
[Opportunities (Salesforce)].[Description]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
Styles
Style: label
[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
text-format: C1033%
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: map-layer
tab_base
enabled: true
um_lcover
enabled: false
tab_coastline
enabled: false
pp2_line
enabled: false
light_adm0_bnd
enabled: true
light_adm0_lbl
enabled: false
um_adm0_bnd
enabled: false
um_adm0_lbl
enabled: false
light_pp2_statebounds
enabled: true
light_pp2_statelabels
enabled: false
pp2_adminlabels
enabled: false
pp2_statebounds
enabled: false
pp2_statelabels
enabled: true
countybounds
enabled: false
countylabels
enabled: false
zipbounds
enabled: false
ziplabels
enabled: false
tab_areabounds
enabled: false
tab_arealabels
enabled: false
tab_msabounds
enabled: false
tab_msalabels
enabled: false
Style: map
Other
washout: 0.0
map-style: tableau-light-gray
Style: map-data-layer
Other
palette: tableau-map-blue-green-light
Style: quick-filter
[Opportunities (Salesforce)].[Billing Country]
title: Country
Other
font-family: Tableau Light
Style: quick-filter-title
Other
font-size: 8
font-weight: normal
font-family: Tableau Regular
Worksheet: Manager Name
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Measure: Show Manager
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Show Manager]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
cols
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Sheet 15
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary of Accounts
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Discrete Measure: MIN Close Date
Discrete Measure: MAX Close Date
Marks
Mark: All
Type: Automatic
Label: Summary of Accounts | <[Opportunities (Salesforce)].[MIN Close Date]> to <[Opportunities (Salesforce)].[MIN Close Date (copy)]>
View
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Sort By]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: header
[Opportunities (Salesforce)].[Measure Names()]
background-color: #ffffff
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
text-align: center
vertical-align: center
font-family: Tableau Book
color: #2cb5c0
font-size: 8
Style: pane
rows
band-color: #00000000
Other
border-style: none
Style: table
rows
band-size: 1
Other
background-color: #00000000
Style: table-div
cols
stroke-size: 5
line-pattern-only: solid
div-level: 1
stroke-color: #f5f5f5
line-visibility: off
rows
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Worksheet: Tooltip - Breakdown by Opportunity
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: AccountId (Opportunities)
Remote Column: [Opportunities].[AccountId]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
View
Rows: [Opportunities (Salesforce)].[Name (Opportunities)]
Columns: [Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
Filters: [Opportunities (Salesforce)].[Tooltip (Account Name,AccountId (Opportunities),Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
Slices: [Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,AccountId (Opportunities),Groups,Id (Account),Name (Opportunities))]
[Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
Styles
Style: axis
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #e6e6e6
cols
line-visibility: off
[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
auto-subtitle: true
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 192
Style: label
[Opportunities (Salesforce)].[Name (Opportunities)]
font-weight: normal
Style: pane
Other
border-style: none
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: gridline
Other
stroke-size: 4
line-visibility: on
line-pattern-only: solid
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: zeroline
Other
stroke-size: 4
line-visibility: off
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Worksheet: Tooltip - Opportunities by Value and Month
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: AccountId (Opportunities)
Remote Column: [Opportunities].[AccountId]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: 0
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Circle
View
Rows: [Opportunities (Salesforce)].[YEAR(Close Date)]
[Opportunities (Salesforce)].[SUM(0)]
Columns: [Opportunities (Salesforce)].[MONTH(Close Date)]
Filters: [Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
[Opportunities (Salesforce)].[Groups]
Slices: [Opportunities (Salesforce)].[Tooltip (Account Name,Sort By,Groups,Id (Account))]
[Opportunities (Salesforce)].[Groups]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(0)]
display: false
Style: header
[Opportunities (Salesforce)].[YEAR(Close Date)]
background-color: #eef1f3
Style: label
[Opportunities (Salesforce)].[YEAR(Close Date)]
font-family: Tableau Bold
text-align: center
[Opportunities (Salesforce)].[MONTH(Close Date)]
text-format: iLLL
font-family: Tableau Book
font-weight: normal
Style: table
Other
show-null-value-warning: false
Style: worksheet
cols
display-field-labels: false
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 4
line-visibility: on
line-pattern-only: solid
Style: zeroline
Other
stroke-size: 2
line-visibility: on
line-pattern-only: dotted
stroke-color: #666666
rows
stroke-color: #b4b4b4
stroke-size: 2
Style: table-div
rows
stroke-size: 3
stroke-color: #e6e6e6
Style: header-div
rows
stroke-size: 5
stroke-color: #ffffff
Worksheet: Top
Visible: No
Used Datasources
Datasource: Parameters
Continous Measure: Sort by N
Discrete Measure: Pick a Measure
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing City
Remote Column: [Account].[BillingCity]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Sort By
Discrete Dimension: Groups
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Id (Account)
Remote Column: [Account].[Id]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Won
Remote Column: [Opportunities].[IsWon]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Pick a Measure Control
Continous Measure: Amount (Excl Closed)
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Automatic
Tooltip: <[Opportunities (Salesforce)].[Account Name]>
<[Opportunities (Salesforce)].[Groups]>: <[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]>
Opportunities:
<Sheet name="Tooltip - Breakdown by Opportunity" maxwidth="300" maxheight="300" filter="<All Fields>">
Breakdown by Month/Year:
<Sheet name="Tooltip - Opportunities by Value and Month" maxwidth="300" maxheight="150" filter="<All Fields>">
View
Rows: [Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Account Name]
Columns: [Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
Filters: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Groups]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Name (User)]
Manual Sorting: [Opportunities (Salesforce)].[Groups] ASC
Slices: [Opportunities (Salesforce)].[Action (Billing City,Billing Country)]
[Opportunities (Salesforce)].[Action (Industry)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Id (Account)]
[Opportunities (Salesforce)].[Action (Billing City,Billing Country,Billing State/Province)]
Styles
Style: axis
[Opportunities (Salesforce)].[SUM(Pick a Measure Control)]
auto-subtitle: true
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 5
stroke-color: #f5f5f5
rows
tick-color: #00000000
line-visibility: on
line-pattern-only: solid
cols
line-visibility: off
tick-color: #00000000
Style: cell
[Opportunities (Salesforce)].[Account Name]
height: 29
Style: header
[Opportunities (Salesforce)].[Account Name]
width: 208
Style: label
[Opportunities (Salesforce)].[Id (Account)]
display: false
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: gridline
Other
stroke-size: 4
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
rows
line-visibility: off
Style: table-div
cols
line-visibility: off
rows
div-level: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 1
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
Other
font-weight: normal
Style: quick-filter-title
Other
font-family: Tableau Regular
font-weight: normal
font-size: 8
|
| Location | Local or Network Folders |
| Type | Tableau Workbook |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\ |
| Document | Request Report.twbx |
| Matches | 4 |
Tableau Workbook | |
Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Parameters
Connection
Measure
Calculated/Other
Measure: Instance Name
Role: Discrete Measure
Data Type: string
Formula: ""
Default Value: ""
Parameter Type: any
Datasource: ven01911
Connection
Data Sources
Data Source: ven01911
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:ServiceNowITSM-ServiceNowITSM
connectionData: {"connectorName":"ServiceNow ITSM","apiScheme":"https","apiDomain":"service-now.com","apiVersion":"v1","pagination":{"batchSize":500},"userFilters":{"dateRange":30},"authStrategy":"basic","selectedFilter":"dateRange"}
connectionName: ven01911
filename: servicenow.html
path: /servicenow/servicenow/1/
port: 443
server: connectors.tableau.com
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: Problem
Database Object: [problem]
Connection: ven01911
Table: Incident
Database Object: [incident]
Connection: ven01911
Table: Group
Database Object: [sys_user_group]
Connection: ven01911
Dimension
Group
Dimension: Active (Group)
Role: Discrete Dimension
Remote Column: [Group].[active]
Data Type: boolean
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [Group].[cost_center]
Data Type: string
Dimension: Default assignee
Role: Discrete Dimension
Remote Column: [Group].[default_assignee]
Data Type: string
Dimension: Description (Group)
Role: Discrete Dimension
Remote Column: [Group].[description]
Data Type: string
Dimension: Group email
Role: Discrete Dimension
Remote Column: [Group].[email]
Data Type: string
Dimension: Exclude manager
Role: Discrete Dimension
Remote Column: [Group].[exclude_manager]
Data Type: boolean
Dimension: Include members
Role: Discrete Dimension
Remote Column: [Group].[include_members]
Data Type: boolean
Dimension: Manager
Role: Discrete Dimension
Remote Column: [Group].[manager]
Data Type: string
Dimension: Name
Role: Discrete Dimension
Remote Column: [Group].[name]
Data Type: string
Dimension: Parent (Group)
Role: Discrete Dimension
Remote Column: [Group].[parent]
Data Type: string
Dimension: Roles
Role: Discrete Dimension
Remote Column: [Group].[roles]
Data Type: string
Dimension: Source
Role: Discrete Dimension
Remote Column: [Group].[source]
Data Type: string
Dimension: Created by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_by]
Data Type: string
Dimension: Created (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_on]
Data Type: datetime
Dimension: Sys ID (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_id]
Data Type: string
Dimension: Updated by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_by]
Data Type: string
Dimension: Updated (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_on]
Data Type: datetime
Dimension: Type
Role: Discrete Dimension
Remote Column: [Group].[type]
Data Type: string
Dimension: u_
Role: Discrete Dimension
Remote Column: [Group].[u_lu2]
Data Type: string
Dimension: Lucha
Role: Discrete Dimension
Remote Column: [Group].[u_lucha]
Data Type: string
Dimension: u
Role: Discrete Dimension
Remote Column: [Group].[u_u]
Data Type: string
Incident
Dimension: Active (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[active]
Data Type: boolean
Dimension: Activity due (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[activity_due]
Data Type: datetime
Dimension: Additional assignee list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[additional_assignee_list]
Data Type: string
Dimension: Approval (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[approval]
Data Type: string
Dimension: Approval history (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[approval_history]
Data Type: string
Dimension: Approval set (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[approval_set]
Data Type: datetime
Dimension: Assigned to (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[assigned_to]
Data Type: string
Dimension: Assignment group (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[assignment_group]
Data Type: string
Dimension: Business duration (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[business_duration]
Data Type: datetime
Dimension: Business service (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[business_service]
Data Type: string
Dimension: Duration (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[calendar_duration]
Data Type: datetime
Dimension: Caller
Role: Discrete Dimension
Remote Column: [Incident].[caller_id]
Data Type: string
Dimension: Category
Role: Discrete Dimension
Remote Column: [Incident].[category]
Data Type: string
Dimension: Caused by Change
Role: Discrete Dimension
Remote Column: [Incident].[caused_by]
Data Type: string
Dimension: Close code
Role: Discrete Dimension
Remote Column: [Incident].[close_code]
Data Type: string
Dimension: Close notes (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[close_notes]
Data Type: string
Dimension: Closed (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[closed_at]
Data Type: datetime
Dimension: Closed by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[closed_by]
Data Type: string
Dimension: Configuration item (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[cmdb_ci]
Data Type: string
Dimension: Additional comments (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[comments]
Data Type: string
Dimension: Comments and Work notes (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[comments_and_work_notes]
Data Type: string
Dimension: Company (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[company]
Data Type: string
Dimension: Contact type (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[contact_type]
Data Type: string
Dimension: Correlation display (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[correlation_display]
Data Type: string
Dimension: Correlation ID (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[correlation_id]
Data Type: string
Dimension: Delivery plan (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[delivery_plan]
Data Type: string
Dimension: Delivery task (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[delivery_task]
Data Type: string
Dimension: Description (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[description]
Data Type: string
Dimension: Due date (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[due_date]
Data Type: datetime
Dimension: Expected start (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[expected_start]
Data Type: datetime
Dimension: Follow up (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[follow_up]
Data Type: datetime
Dimension: Group list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[group_list]
Data Type: string
Dimension: Knowledge (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[knowledge]
Data Type: boolean
Dimension: Location (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[location]
Data Type: string
Dimension: Made SLA (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[made_sla]
Data Type: boolean
Dimension: Number (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[number]
Data Type: string
Dimension: Opened (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[opened_at]
Data Type: datetime
Dimension: Opened by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[opened_by]
Data Type: string
Dimension: Parent (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[parent]
Data Type: string
Dimension: Parent Incident
Role: Discrete Dimension
Remote Column: [Incident].[parent_incident]
Data Type: string
Dimension: Problem
Role: Discrete Dimension
Remote Column: [Incident].[problem_id]
Data Type: string
Dimension: Resolved
Role: Discrete Dimension
Remote Column: [Incident].[resolved_at]
Data Type: datetime
Dimension: Resolved by
Role: Discrete Dimension
Remote Column: [Incident].[resolved_by]
Data Type: string
Dimension: Change Request
Role: Discrete Dimension
Remote Column: [Incident].[rfc]
Data Type: string
Dimension: Short description (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[short_description]
Data Type: string
Dimension: SLA due (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sla_due]
Data Type: datetime
Dimension: Subcategory
Role: Discrete Dimension
Remote Column: [Incident].[subcategory]
Data Type: string
Dimension: Task type (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_class_name]
Data Type: string
Dimension: Created by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_created_by]
Data Type: string
Dimension: Created (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_created_on]
Data Type: datetime
Dimension: Domain (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_domain]
Data Type: string
Dimension: Domain Path (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_domain_path]
Data Type: string
Dimension: Sys ID (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_id]
Data Type: string
Dimension: Updated by (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_updated_by]
Data Type: string
Dimension: Updated (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[sys_updated_on]
Data Type: datetime
Dimension: Time worked (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[time_worked]
Data Type: string
Dimension: Upon approval (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[upon_approval]
Data Type: string
Dimension: Upon reject (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[upon_reject]
Data Type: string
Dimension: User input (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[user_input]
Data Type: string
Dimension: Watch list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[watch_list]
Data Type: string
Dimension: Work end (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_end]
Data Type: datetime
Dimension: Work notes (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_notes]
Data Type: string
Dimension: Work notes list (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_notes_list]
Data Type: string
Dimension: Work start (Incident)
Role: Discrete Dimension
Remote Column: [Incident].[work_start]
Data Type: datetime
Problem
Dimension: Active
Role: Discrete Dimension
Remote Column: [Problem].[active]
Data Type: boolean
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [Problem].[activity_due]
Data Type: datetime
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [Problem].[additional_assignee_list]
Data Type: string
Dimension: Approval
Role: Discrete Dimension
Remote Column: [Problem].[approval]
Data Type: string
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [Problem].[approval_history]
Data Type: string
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [Problem].[approval_set]
Data Type: datetime
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [Problem].[assigned_to]
Data Type: string
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [Problem].[assignment_group]
Data Type: string
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [Problem].[business_duration]
Data Type: datetime
Dimension: Business service
Role: Discrete Dimension
Remote Column: [Problem].[business_service]
Data Type: string
Dimension: Duration
Role: Discrete Dimension
Remote Column: [Problem].[calendar_duration]
Data Type: datetime
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [Problem].[close_notes]
Data Type: string
Dimension: Closed
Role: Discrete Dimension
Remote Column: [Problem].[closed_at]
Data Type: datetime
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [Problem].[closed_by]
Data Type: string
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [Problem].[cmdb_ci]
Data Type: string
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [Problem].[comments]
Data Type: string
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [Problem].[comments_and_work_notes]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Problem].[company]
Data Type: string
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [Problem].[contact_type]
Data Type: string
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [Problem].[correlation_display]
Data Type: string
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [Problem].[correlation_id]
Data Type: string
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [Problem].[delivery_plan]
Data Type: string
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [Problem].[delivery_task]
Data Type: string
Dimension: Description
Role: Discrete Dimension
Remote Column: [Problem].[description]
Data Type: string
Dimension: Due date
Role: Discrete Dimension
Remote Column: [Problem].[due_date]
Data Type: datetime
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [Problem].[expected_start]
Data Type: datetime
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [Problem].[follow_up]
Data Type: datetime
Dimension: Group list
Role: Discrete Dimension
Remote Column: [Problem].[group_list]
Data Type: string
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [Problem].[knowledge]
Data Type: boolean
Dimension: Known error
Role: Discrete Dimension
Remote Column: [Problem].[known_error]
Data Type: boolean
Dimension: Location
Role: Discrete Dimension
Remote Column: [Problem].[location]
Data Type: string
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [Problem].[made_sla]
Data Type: boolean
Dimension: Number
Role: Discrete Dimension
Remote Column: [Problem].[number]
Data Type: string
Dimension: Opened
Role: Discrete Dimension
Remote Column: [Problem].[opened_at]
Data Type: datetime
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [Problem].[opened_by]
Data Type: string
Dimension: Parent
Role: Discrete Dimension
Remote Column: [Problem].[parent]
Data Type: string
Dimension: Priority
Role: Discrete Dimension
Remote Column: [Problem].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Problem state
Role: Discrete Dimension
Remote Column: [Problem].[problem_state]
Data Type: integer
Aggregation: Sum
Dimension: Change request
Role: Discrete Dimension
Remote Column: [Problem].[rfc]
Data Type: string
Dimension: Short description
Role: Discrete Dimension
Remote Column: [Problem].[short_description]
Data Type: string
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [Problem].[sla_due]
Data Type: datetime
Dimension: Task type
Role: Discrete Dimension
Remote Column: [Problem].[sys_class_name]
Data Type: string
Dimension: Created by
Role: Discrete Dimension
Remote Column: [Problem].[sys_created_by]
Data Type: string
Dimension: Created
Role: Discrete Dimension
Remote Column: [Problem].[sys_created_on]
Data Type: datetime
Dimension: Domain
Role: Discrete Dimension
Remote Column: [Problem].[sys_domain]
Data Type: string
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [Problem].[sys_domain_path]
Data Type: string
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [Problem].[sys_id]
Data Type: string
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [Problem].[sys_updated_by]
Data Type: string
Dimension: Updated
Role: Discrete Dimension
Remote Column: [Problem].[sys_updated_on]
Data Type: datetime
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [Problem].[time_worked]
Data Type: string
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [Problem].[upon_approval]
Data Type: string
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [Problem].[upon_reject]
Data Type: string
Dimension: User input
Role: Discrete Dimension
Remote Column: [Problem].[user_input]
Data Type: string
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [Problem].[watch_list]
Data Type: string
Dimension: Workaround
Role: Discrete Dimension
Remote Column: [Problem].[work_around]
Data Type: string
Dimension: Work end
Role: Discrete Dimension
Remote Column: [Problem].[work_end]
Data Type: datetime
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [Problem].[work_notes]
Data Type: string
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [Problem].[work_notes_list]
Data Type: string
Dimension: Work start
Role: Discrete Dimension
Remote Column: [Problem].[work_start]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Ticket URL
Role: Discrete Dimension
Data Type: string
Formula: //Calc generates individual links to each one of the problems in the system
//Please note that the same problem can appear more than once
"https://"+[Instance Name]+".service-now.com/nav_to.do?uri=problem.do?sys_id="+[sys_id]
Dimension: Related Incident?
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field
//It adds a mark to all problems with related incidents
IF { FIXED [number]: SUM([related_incidents])}>0
THEN "●"
ELSE " "
END
Dimension: Time Span Breakdown
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field
// It groups the problems accordingly their last update date
IF DATEDIFF("day", [sys_updated_on], TODAY()) < 30
THEN "Under 30 d"
ELSEIF DATEDIFF("day", [sys_updated_on], TODAY()) > 90
THEN "+ than 90d"
ELSE " 30-90 d"
END
Dimension: Filter by Related Incident
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field containing a level of detail expression (LOD)
// It shows true if a problems has one or more associated incidents
IIF({ FIXED [number]: MAX([related_incidents])}>0, "TRUE", "FALSE")
Dimension: Instance Name
Role: Discrete Dimension
Data Type: string
Formula: // This is a calculated field
// It gets any value typed in the parameter "Instance Name"
[Parameters].[Parameter 1]
Measure
Group
Measure: Updates (Group)
Role: Continous Measure
Remote Column: [Group].[sys_mod_count]
Data Type: integer
Incident
Measure: Business resolve time
Role: Continous Measure
Remote Column: [Incident].[business_stc]
Data Type: integer
Measure: Resolve time
Role: Continous Measure
Remote Column: [Incident].[calendar_stc]
Data Type: integer
Measure: Child Incidents
Role: Continous Measure
Remote Column: [Incident].[child_incidents]
Data Type: integer
Measure: Escalation (Incident)
Role: Continous Measure
Remote Column: [Incident].[escalation]
Data Type: integer
Measure: Impact (Incident)
Role: Continous Measure
Remote Column: [Incident].[impact]
Data Type: integer
Measure: Incident state
Role: Continous Measure
Remote Column: [Incident].[incident_state]
Data Type: integer
Measure: Notify
Role: Continous Measure
Remote Column: [Incident].[notify]
Data Type: integer
Measure: Order (Incident)
Role: Continous Measure
Remote Column: [Incident].[order]
Data Type: integer
Measure: Priority (Incident)
Role: Continous Measure
Remote Column: [Incident].[priority]
Data Type: integer
Measure: Reassignment count (Incident)
Role: Continous Measure
Remote Column: [Incident].[reassignment_count]
Data Type: integer
Measure: Reopen count
Role: Continous Measure
Remote Column: [Incident].[reopen_count]
Data Type: integer
Measure: Severity
Role: Continous Measure
Remote Column: [Incident].[severity]
Data Type: integer
Measure: State (Incident)
Role: Continous Measure
Remote Column: [Incident].[state]
Data Type: integer
Measure: Updates (Incident)
Role: Continous Measure
Remote Column: [Incident].[sys_mod_count]
Data Type: integer
Measure: Urgency (Incident)
Role: Continous Measure
Remote Column: [Incident].[urgency]
Data Type: integer
Problem
Measure: Escalation
Role: Continous Measure
Remote Column: [Problem].[escalation]
Data Type: integer
Measure: Impact
Role: Continous Measure
Remote Column: [Problem].[impact]
Data Type: integer
Measure: Order
Role: Continous Measure
Remote Column: [Problem].[order]
Data Type: integer
Measure: Reassignment count
Role: Continous Measure
Remote Column: [Problem].[reassignment_count]
Data Type: integer
Measure: Related Incidents
Role: Continous Measure
Remote Column: [Problem].[related_incidents]
Data Type: integer
Measure: State
Role: Continous Measure
Remote Column: [Problem].[state]
Data Type: integer
Measure: Updates
Role: Continous Measure
Remote Column: [Problem].[sys_mod_count]
Data Type: integer
Measure: Urgency
Role: Continous Measure
Remote Column: [Problem].[urgency]
Data Type: integer
Calculated/Other
Measure: Average Age (DD:HH:MM:SS)
Role: Discrete Measure
Data Type: string
Formula: // This is a calculated field
// It transforms time in seconds in DD:HH:MM:SS format
STR(INT(AVG([Problem Age (seconds)])/86400))
+ " day(s) " +
IF (INT(AVG([Problem Age (seconds)])%86400/3600))
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Problem Age (seconds)])%86400/3600))
+ ":" +
IF INT(AVG([Problem Age (seconds)])%3600/60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Problem Age (seconds)])%3600/60))
+ ":" +
IF INT(AVG([Problem Age (seconds)]) %3600 %60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Problem Age (seconds)]) %3600 %60))
Measure: % Not Worked +90 Days
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
//It shows the percentage of problems which is more than 90 days old
COUNTD(IF [Time Span Breakdown]= "+ than 90d"
THEN [number]
END)/ COUNTD([number])
Measure: % with Related Incident
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
//It shows the percentage of problems which has a related incident
COUNTD(IF [related_incidents]>0
THEN [number]
END)/
COUNTD([number])
Measure: Show Group
Role: Discrete Measure
Data Type: string
Formula: // This is a calculated field
// It shows the name of a group when the dashboard is filtered
IF COUNTD([name])=1
THEN ATTR([name])
ELSE "Showing All Groups"
END
Measure: Known Errors
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the percentage of problems which are known errors
COUNTD(IF [known_error] = TRUE
THEN [number]
END)
/
COUNT([number])
Measure: Problem Age (seconds)
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It returns the difference in seconds between opening a problem and now
{ FIXED [number]:
DATEDIFF("second", max([opened_at]), NOW())}
Measure: With Related Incidents
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It counts each distinct problem with at least one related incident
COUNTD(IF [related_incidents]>0
THEN [number]
END)/
COUNTD([number])
Measure: Active Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct problem which is still active
COUNTD (IF [active]=TRUE
THEN [number] END)
Measure: Incidents Attached
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It counts each distinct incident attached to a problem
COUNTD([number (Incident)])
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Parameter
Calculated/Other
Measure: Instance Name
Role: Discrete Measure
Data Type: string
Formula: ""
Default Value: ""
Parameter Type: any
Semantic Values
[Country].[Name]: "Reino Unido"
Datasource: Request
Connection
Data Sources
Data Source: dev10906
Attributes
authType: custom
authentication: yes
channel: https
class: webdata-direct:ServiceNowITSM-ServiceNowITSM
connectionData: {"connectorName":"ServiceNow ITSM","apiScheme":"https","apiDomain":"service-now.com","apiVersion":"v1","pagination":{"batchSize":500},"userFilters":{"dateRange":30},"authStrategy":"basic","selectedFilter":"dateRange"}
connectionName: ven01911
filename: servicenow.html
path: /servicenow/servicenow/1/
port: 443
server: connectors.tableau.com
username: {"user":"","apiInstance":""}
workgroup-auth-mode: prompt
Tables
Table: Request
Database Object: [sc_request]
Connection: dev10906
Table: Requested Item
Database Object: [sc_req_item]
Connection: dev10906
Table: Catalog Item
Database Object: [sc_cat_item]
Connection: dev10906
Table: Category
Database Object: [sc_category]
Connection: dev10906
Table: Location
Database Object: [cmn_location]
Connection: dev10906
Table: Group
Database Object: [sys_user_group]
Connection: dev10906
Dimension
Catalog Item
Dimension: Active (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[active]
Data Type: boolean
Dimension: Availability
Role: Discrete Dimension
Remote Column: [Catalog Item].[availability]
Data Type: string
Dimension: Billable (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[billable]
Data Type: boolean
Dimension: Category
Role: Discrete Dimension
Remote Column: [Catalog Item].[category]
Data Type: string
Dimension: Cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[custom_cart]
Data Type: string
Dimension: Execution Plan
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_plan]
Data Type: string
Dimension: Delivery plan script
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_plan_script]
Data Type: string
Dimension: Delivery time
Role: Discrete Dimension
Remote Column: [Catalog Item].[delivery_time]
Data Type: datetime
Dimension: Description (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[description]
Data Type: string
Dimension: Entitlement script
Role: Discrete Dimension
Remote Column: [Catalog Item].[entitlement_script]
Data Type: string
Dimension: Fulfillment group
Role: Discrete Dimension
Remote Column: [Catalog Item].[group]
Data Type: string
Dimension: Icon
Role: Discrete Dimension
Remote Column: [Catalog Item].[icon]
Data Type: string
Dimension: Ignore price
Role: Discrete Dimension
Remote Column: [Catalog Item].[ignore_price]
Data Type: boolean
Dimension: Image
Role: Discrete Dimension
Remote Column: [Catalog Item].[image]
Data Type: string
Dimension: List Price
Role: Discrete Dimension
Remote Column: [Catalog Item].[list_price]
Data Type: string
Dimension: Location (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[location]
Data Type: string
Dimension: Meta
Role: Discrete Dimension
Remote Column: [Catalog Item].[meta]
Data Type: string
Dimension: Hide price (mobile listings)
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_hide_price]
Data Type: boolean
Dimension: Mobile Picture
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_picture]
Data Type: string
Dimension: Mobile Picture Type
Role: Discrete Dimension
Remote Column: [Catalog Item].[mobile_picture_type]
Data Type: string
Dimension: Model
Role: Discrete Dimension
Remote Column: [Catalog Item].[model]
Data Type: string
Dimension: Name
Role: Discrete Dimension
Remote Column: [Catalog Item].[name]
Data Type: string
Dimension: No cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_cart]
Data Type: boolean
Dimension: No order
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_order]
Data Type: boolean
Dimension: No order now
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_order_now]
Data Type: boolean
Dimension: No proceed checkout
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_proceed_checkout]
Data Type: boolean
Dimension: No quantity
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_quantity]
Data Type: boolean
Dimension: No search
Role: Discrete Dimension
Remote Column: [Catalog Item].[no_search]
Data Type: boolean
Dimension: Omit price in cart
Role: Discrete Dimension
Remote Column: [Catalog Item].[omit_price]
Data Type: boolean
Dimension: Ordered item link
Role: Discrete Dimension
Remote Column: [Catalog Item].[ordered_item_link]
Data Type: string
Dimension: Picture
Role: Discrete Dimension
Remote Column: [Catalog Item].[picture]
Data Type: string
Dimension: Preview link
Role: Discrete Dimension
Remote Column: [Catalog Item].[preview]
Data Type: string
Dimension: Price (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[price]
Data Type: string
Dimension: Recurring Price Frequency (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[recurring_frequency]
Data Type: string
Dimension: Recurring price
Role: Discrete Dimension
Remote Column: [Catalog Item].[recurring_price]
Data Type: string
Dimension: Roles
Role: Discrete Dimension
Remote Column: [Catalog Item].[roles]
Data Type: string
Dimension: Catalogs
Role: Discrete Dimension
Remote Column: [Catalog Item].[sc_catalogs]
Data Type: string
Dimension: Created from item design
Role: Discrete Dimension
Remote Column: [Catalog Item].[sc_ic_item_staging]
Data Type: string
Dimension: Short description (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[short_description]
Data Type: string
Dimension: Start closed
Role: Discrete Dimension
Remote Column: [Catalog Item].[start_closed]
Data Type: boolean
Dimension: Class
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_class_name]
Data Type: string
Dimension: Created by (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_created_by]
Data Type: string
Dimension: Created (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_created_on]
Data Type: datetime
Dimension: Customer update
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_customer_update]
Data Type: boolean
Dimension: Sys ID (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_id]
Data Type: string
Dimension: Display name
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_name]
Data Type: string
Dimension: Package
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_package]
Data Type: string
Dimension: Protection policy
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_policy]
Data Type: string
Dimension: Replace on upgrade
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_replace_on_upgrade]
Data Type: boolean
Dimension: Application
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_scope]
Data Type: string
Dimension: Update name
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_update_name]
Data Type: string
Dimension: Updated by (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_updated_by]
Data Type: string
Dimension: Updated (Catalog Item)
Role: Discrete Dimension
Remote Column: [Catalog Item].[sys_updated_on]
Data Type: datetime
Dimension: Template
Role: Discrete Dimension
Remote Column: [Catalog Item].[template]
Data Type: string
Dimension: Type
Role: Discrete Dimension
Remote Column: [Catalog Item].[type]
Data Type: string
Dimension: Use cart layout
Role: Discrete Dimension
Remote Column: [Catalog Item].[use_sc_layout]
Data Type: boolean
Dimension: Vendor
Role: Discrete Dimension
Remote Column: [Catalog Item].[vendor]
Data Type: string
Dimension: Visible on Bundles
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_bundle]
Data Type: boolean
Dimension: Visible on Guides
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_guide]
Data Type: boolean
Dimension: Visible elsewhere
Role: Discrete Dimension
Remote Column: [Catalog Item].[visible_standalone]
Data Type: boolean
Dimension: Workflow
Role: Discrete Dimension
Remote Column: [Catalog Item].[workflow]
Data Type: string
Category
Dimension: Active (Category)
Role: Discrete Dimension
Remote Column: [Category].[active]
Data Type: boolean
Dimension: Description (Category)
Role: Discrete Dimension
Remote Column: [Category].[description]
Data Type: string
Dimension: Entitlement script (Category)
Role: Discrete Dimension
Remote Column: [Category].[entitlement_script]
Data Type: string
Dimension: Header icon
Role: Discrete Dimension
Remote Column: [Category].[header_icon]
Data Type: string
Dimension: Homepage image
Role: Discrete Dimension
Remote Column: [Category].[homepage_image]
Data Type: string
Dimension: Homepage renderer
Role: Discrete Dimension
Remote Column: [Category].[homepage_renderer]
Data Type: string
Dimension: Icon (Category)
Role: Discrete Dimension
Remote Column: [Category].[icon]
Data Type: string
Dimension: Image (Category)
Role: Discrete Dimension
Remote Column: [Category].[image]
Data Type: string
Dimension: Location (Category)
Role: Discrete Dimension
Remote Column: [Category].[location]
Data Type: string
Dimension: Hide description (mobile browsing)
Role: Discrete Dimension
Remote Column: [Category].[mobile_hide_description]
Data Type: boolean
Dimension: Mobile Picture (Category)
Role: Discrete Dimension
Remote Column: [Category].[mobile_picture]
Data Type: string
Dimension: Mobile Subcategory Render Type
Role: Discrete Dimension
Remote Column: [Category].[mobile_subcategory_render_type]
Data Type: string
Dimension: Module link
Role: Discrete Dimension
Remote Column: [Category].[module]
Data Type: string
Dimension: Parent (Category)
Role: Discrete Dimension
Remote Column: [Category].[parent]
Data Type: string
Dimension: Roles (Category)
Role: Discrete Dimension
Remote Column: [Category].[roles]
Data Type: string
Dimension: Catalog (Category)
Role: Discrete Dimension
Remote Column: [Category].[sc_catalog]
Data Type: string
Dimension: Show in CMS
Role: Discrete Dimension
Remote Column: [Category].[show_in_cms]
Data Type: boolean
Dimension: Class (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_class_name]
Data Type: string
Dimension: Created by (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_created_by]
Data Type: string
Dimension: Created (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_created_on]
Data Type: datetime
Dimension: Customer update (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_customer_update]
Data Type: boolean
Dimension: Sys ID (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_id]
Data Type: string
Dimension: Display name (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_name]
Data Type: string
Dimension: Package (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_package]
Data Type: string
Dimension: Protection policy (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_policy]
Data Type: string
Dimension: Replace on upgrade (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_replace_on_upgrade]
Data Type: boolean
Dimension: Application (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_scope]
Data Type: string
Dimension: Update name (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_update_name]
Data Type: string
Dimension: Updated by (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_updated_by]
Data Type: string
Dimension: Updated (Category)
Role: Discrete Dimension
Remote Column: [Category].[sys_updated_on]
Data Type: datetime
Dimension: Title
Role: Discrete Dimension
Remote Column: [Category].[title]
Data Type: string
Group
Dimension: Active (Group)
Role: Discrete Dimension
Remote Column: [Group].[active]
Data Type: boolean
Dimension: Cost center
Role: Discrete Dimension
Remote Column: [Group].[cost_center]
Data Type: string
Dimension: Default assignee
Role: Discrete Dimension
Remote Column: [Group].[default_assignee]
Data Type: string
Dimension: Description (Group)
Role: Discrete Dimension
Remote Column: [Group].[description]
Data Type: string
Dimension: Group email
Role: Discrete Dimension
Remote Column: [Group].[email]
Data Type: string
Dimension: Exclude manager
Role: Discrete Dimension
Remote Column: [Group].[exclude_manager]
Data Type: boolean
Dimension: Include members
Role: Discrete Dimension
Remote Column: [Group].[include_members]
Data Type: boolean
Dimension: Manager
Role: Discrete Dimension
Remote Column: [Group].[manager]
Data Type: string
Dimension: Name (Group)
Role: Discrete Dimension
Remote Column: [Group].[name]
Data Type: string
Dimension: Parent (Group)
Role: Discrete Dimension
Remote Column: [Group].[parent]
Data Type: string
Dimension: Roles (Group)
Role: Discrete Dimension
Remote Column: [Group].[roles]
Data Type: string
Dimension: Source
Role: Discrete Dimension
Remote Column: [Group].[source]
Data Type: string
Dimension: Created by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_by]
Data Type: string
Dimension: Created (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_created_on]
Data Type: datetime
Dimension: Sys ID (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_id]
Data Type: string
Dimension: Updated by (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_by]
Data Type: string
Dimension: Updated (Group)
Role: Discrete Dimension
Remote Column: [Group].[sys_updated_on]
Data Type: datetime
Dimension: Type (Group)
Role: Discrete Dimension
Remote Column: [Group].[type]
Data Type: string
Dimension: u_
Role: Discrete Dimension
Remote Column: [Group].[u_lu2]
Data Type: string
Dimension: Lucha
Role: Discrete Dimension
Remote Column: [Group].[u_lucha]
Data Type: string
Dimension: u
Role: Discrete Dimension
Remote Column: [Group].[u_u]
Data Type: string
Location
Dimension: City
Role: Discrete Dimension
Remote Column: [Location].[city]
Data Type: string
Dimension: Company (Location)
Role: Discrete Dimension
Remote Column: [Location].[company]
Data Type: string
Dimension: Contact
Role: Discrete Dimension
Remote Column: [Location].[contact]
Data Type: string
Dimension: Country
Role: Discrete Dimension
Remote Column: [Location].[country]
Data Type: string
Dimension: Fax phone
Role: Discrete Dimension
Remote Column: [Location].[fax_phone]
Data Type: string
Dimension: Full name
Role: Discrete Dimension
Remote Column: [Location].[full_name]
Data Type: string
Dimension: Lat long error
Role: Discrete Dimension
Remote Column: [Location].[lat_long_error]
Data Type: string
Dimension: Latitude
Role: Discrete Dimension
Remote Column: [Location].[latitude]
Data Type: string
Dimension: Longitude
Role: Discrete Dimension
Remote Column: [Location].[longitude]
Data Type: string
Dimension: Name (Location)
Role: Discrete Dimension
Remote Column: [Location].[name]
Data Type: string
Dimension: Parent (Location)
Role: Discrete Dimension
Remote Column: [Location].[parent]
Data Type: string
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Location].[phone]
Data Type: string
Dimension: Phone territory
Role: Discrete Dimension
Remote Column: [Location].[phone_territory]
Data Type: string
Dimension: State / Province
Role: Discrete Dimension
Remote Column: [Location].[state]
Data Type: string
Dimension: Stock room
Role: Discrete Dimension
Remote Column: [Location].[stock_room]
Data Type: boolean
Dimension: Street
Role: Discrete Dimension
Remote Column: [Location].[street]
Data Type: string
Dimension: Created by (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_created_by]
Data Type: string
Dimension: Created (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_created_on]
Data Type: datetime
Dimension: Sys ID (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_id]
Data Type: string
Dimension: Updated by (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_updated_by]
Data Type: string
Dimension: Updated (Location)
Role: Discrete Dimension
Remote Column: [Location].[sys_updated_on]
Data Type: datetime
Dimension: Time zone
Role: Discrete Dimension
Remote Column: [Location].[time_zone]
Data Type: string
Dimension: Zip / Postal Code
Role: Discrete Dimension
Remote Column: [Location].[zip]
Data Type: string
Request
Dimension: Active
Role: Discrete Dimension
Remote Column: [Request].[active]
Data Type: boolean
Dimension: Activity due
Role: Discrete Dimension
Remote Column: [Request].[activity_due]
Data Type: datetime
Dimension: Additional assignee list
Role: Discrete Dimension
Remote Column: [Request].[additional_assignee_list]
Data Type: string
Dimension: Approval
Role: Discrete Dimension
Remote Column: [Request].[approval]
Data Type: string
Dimension: Approval history
Role: Discrete Dimension
Remote Column: [Request].[approval_history]
Data Type: string
Dimension: Approval set
Role: Discrete Dimension
Remote Column: [Request].[approval_set]
Data Type: datetime
Dimension: Assigned to
Role: Discrete Dimension
Remote Column: [Request].[assigned_to]
Data Type: string
Dimension: Assignment group
Role: Discrete Dimension
Remote Column: [Request].[assignment_group]
Data Type: string
Dimension: Business duration
Role: Discrete Dimension
Remote Column: [Request].[business_duration]
Data Type: datetime
Dimension: Business service
Role: Discrete Dimension
Remote Column: [Request].[business_service]
Data Type: string
Dimension: Duration
Role: Discrete Dimension
Remote Column: [Request].[calendar_duration]
Data Type: datetime
Dimension: Close notes
Role: Discrete Dimension
Remote Column: [Request].[close_notes]
Data Type: string
Dimension: Closed
Role: Discrete Dimension
Remote Column: [Request].[closed_at]
Data Type: datetime
Dimension: Closed by
Role: Discrete Dimension
Remote Column: [Request].[closed_by]
Data Type: string
Dimension: Configuration item
Role: Discrete Dimension
Remote Column: [Request].[cmdb_ci]
Data Type: string
Dimension: Additional comments
Role: Discrete Dimension
Remote Column: [Request].[comments]
Data Type: string
Dimension: Comments and Work notes
Role: Discrete Dimension
Remote Column: [Request].[comments_and_work_notes]
Data Type: string
Dimension: Company
Role: Discrete Dimension
Remote Column: [Request].[company]
Data Type: string
Dimension: Contact type
Role: Discrete Dimension
Remote Column: [Request].[contact_type]
Data Type: string
Dimension: Correlation display
Role: Discrete Dimension
Remote Column: [Request].[correlation_display]
Data Type: string
Dimension: Correlation ID
Role: Discrete Dimension
Remote Column: [Request].[correlation_id]
Data Type: string
Dimension: Delivery address
Role: Discrete Dimension
Remote Column: [Request].[delivery_address]
Data Type: string
Dimension: Delivery plan
Role: Discrete Dimension
Remote Column: [Request].[delivery_plan]
Data Type: string
Dimension: Delivery task
Role: Discrete Dimension
Remote Column: [Request].[delivery_task]
Data Type: string
Dimension: Description
Role: Discrete Dimension
Remote Column: [Request].[description]
Data Type: string
Dimension: Due date
Role: Discrete Dimension
Remote Column: [Request].[due_date]
Data Type: datetime
Dimension: Expected start
Role: Discrete Dimension
Remote Column: [Request].[expected_start]
Data Type: datetime
Dimension: Follow up
Role: Discrete Dimension
Remote Column: [Request].[follow_up]
Data Type: datetime
Dimension: Group list
Role: Discrete Dimension
Remote Column: [Request].[group_list]
Data Type: string
Dimension: Knowledge
Role: Discrete Dimension
Remote Column: [Request].[knowledge]
Data Type: boolean
Dimension: Location
Role: Discrete Dimension
Remote Column: [Request].[location]
Data Type: string
Dimension: Made SLA
Role: Discrete Dimension
Remote Column: [Request].[made_sla]
Data Type: boolean
Dimension: Number
Role: Discrete Dimension
Remote Column: [Request].[number]
Data Type: string
Dimension: Opened
Role: Discrete Dimension
Remote Column: [Request].[opened_at]
Data Type: datetime
Dimension: Opened by
Role: Discrete Dimension
Remote Column: [Request].[opened_by]
Data Type: string
Dimension: Parent
Role: Discrete Dimension
Remote Column: [Request].[parent]
Data Type: string
Dimension: Price
Role: Discrete Dimension
Remote Column: [Request].[price]
Data Type: string
Dimension: Priority
Role: Discrete Dimension
Remote Column: [Request].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Request state
Role: Discrete Dimension
Remote Column: [Request].[request_state]
Data Type: string
Dimension: Requested for date
Role: Discrete Dimension
Remote Column: [Request].[requested_date]
Data Type: date
Dimension: Requested for
Role: Discrete Dimension
Remote Column: [Request].[requested_for]
Data Type: string
Dimension: Short description
Role: Discrete Dimension
Remote Column: [Request].[short_description]
Data Type: string
Dimension: SLA due
Role: Discrete Dimension
Remote Column: [Request].[sla_due]
Data Type: datetime
Dimension: Special instructions
Role: Discrete Dimension
Remote Column: [Request].[special_instructions]
Data Type: string
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Request].[stage]
Data Type: string
Dimension: Task type
Role: Discrete Dimension
Remote Column: [Request].[sys_class_name]
Data Type: string
Dimension: Created by
Role: Discrete Dimension
Remote Column: [Request].[sys_created_by]
Data Type: string
Dimension: Created
Role: Discrete Dimension
Remote Column: [Request].[sys_created_on]
Data Type: datetime
Dimension: Domain
Role: Discrete Dimension
Remote Column: [Request].[sys_domain]
Data Type: string
Dimension: Domain Path
Role: Discrete Dimension
Remote Column: [Request].[sys_domain_path]
Data Type: string
Dimension: Sys ID
Role: Discrete Dimension
Remote Column: [Request].[sys_id]
Data Type: string
Dimension: Updated by
Role: Discrete Dimension
Remote Column: [Request].[sys_updated_by]
Data Type: string
Dimension: Updated
Role: Discrete Dimension
Remote Column: [Request].[sys_updated_on]
Data Type: datetime
Dimension: Time worked
Role: Discrete Dimension
Remote Column: [Request].[time_worked]
Data Type: string
Dimension: Upon approval
Role: Discrete Dimension
Remote Column: [Request].[upon_approval]
Data Type: string
Dimension: Upon reject
Role: Discrete Dimension
Remote Column: [Request].[upon_reject]
Data Type: string
Dimension: User input
Role: Discrete Dimension
Remote Column: [Request].[user_input]
Data Type: string
Dimension: Watch list
Role: Discrete Dimension
Remote Column: [Request].[watch_list]
Data Type: string
Dimension: Work end
Role: Discrete Dimension
Remote Column: [Request].[work_end]
Data Type: datetime
Dimension: Work notes
Role: Discrete Dimension
Remote Column: [Request].[work_notes]
Data Type: string
Dimension: Work notes list
Role: Discrete Dimension
Remote Column: [Request].[work_notes_list]
Data Type: string
Dimension: Work start
Role: Discrete Dimension
Remote Column: [Request].[work_start]
Data Type: datetime
Requested Item
Dimension: Active (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[active]
Data Type: boolean
Dimension: Activity due (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[activity_due]
Data Type: datetime
Dimension: Additional assignee list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[additional_assignee_list]
Data Type: string
Dimension: Approval (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval]
Data Type: string
Dimension: Approval history (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval_history]
Data Type: string
Dimension: Approval set (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[approval_set]
Data Type: datetime
Dimension: Assigned to (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[assigned_to]
Data Type: string
Dimension: Assignment group (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[assignment_group]
Data Type: string
Dimension: Backordered
Role: Discrete Dimension
Remote Column: [Requested Item].[backordered]
Data Type: boolean
Dimension: Billable
Role: Discrete Dimension
Remote Column: [Requested Item].[billable]
Data Type: boolean
Dimension: Business duration (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[business_duration]
Data Type: datetime
Dimension: Business service (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[business_service]
Data Type: string
Dimension: Duration (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[calendar_duration]
Data Type: datetime
Dimension: Item
Role: Discrete Dimension
Remote Column: [Requested Item].[cat_item]
Data Type: string
Dimension: Close notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[close_notes]
Data Type: string
Dimension: Closed (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[closed_at]
Data Type: datetime
Dimension: Closed by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[closed_by]
Data Type: string
Dimension: Configuration item (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[cmdb_ci]
Data Type: string
Dimension: Additional comments (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[comments]
Data Type: string
Dimension: Comments and Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[comments_and_work_notes]
Data Type: string
Dimension: Company (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[company]
Data Type: string
Dimension: Configuration item (Requested Item) 1
Role: Discrete Dimension
Remote Column: [Requested Item].[configuration_item]
Data Type: string
Dimension: Contact type (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[contact_type]
Data Type: string
Dimension: Context
Role: Discrete Dimension
Remote Column: [Requested Item].[context]
Data Type: string
Dimension: Correlation display (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[correlation_display]
Data Type: string
Dimension: Correlation ID (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[correlation_id]
Data Type: string
Dimension: Delivery plan (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[delivery_plan]
Data Type: string
Dimension: Delivery task (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[delivery_task]
Data Type: string
Dimension: Description (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[description]
Data Type: string
Dimension: Due date (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[due_date]
Data Type: datetime
Dimension: Estimated Delivery
Role: Discrete Dimension
Remote Column: [Requested Item].[estimated_delivery]
Data Type: datetime
Dimension: Expected start (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[expected_start]
Data Type: datetime
Dimension: Follow up (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[follow_up]
Data Type: datetime
Dimension: Group list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[group_list]
Data Type: string
Dimension: Knowledge (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[knowledge]
Data Type: boolean
Dimension: Location (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[location]
Data Type: string
Dimension: Made SLA (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[made_sla]
Data Type: boolean
Dimension: Number (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[number]
Data Type: string
Dimension: Opened (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[opened_at]
Data Type: datetime
Dimension: Opened by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[opened_by]
Data Type: string
Dimension: Order Guide
Role: Discrete Dimension
Remote Column: [Requested Item].[order_guide]
Data Type: string
Dimension: Parent (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[parent]
Data Type: string
Dimension: Price (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[price]
Data Type: string
Dimension: Priority (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[priority]
Data Type: integer
Aggregation: Sum
Dimension: Recurring Price Frequency
Role: Discrete Dimension
Remote Column: [Requested Item].[recurring_frequency]
Data Type: string
Dimension: Recurring Price
Role: Discrete Dimension
Remote Column: [Requested Item].[recurring_price]
Data Type: string
Dimension: Request
Role: Discrete Dimension
Remote Column: [Requested Item].[request]
Data Type: string
Dimension: Catalog
Role: Discrete Dimension
Remote Column: [Requested Item].[sc_catalog]
Data Type: string
Dimension: Short description (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[short_description]
Data Type: string
Dimension: SLA due (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sla_due]
Data Type: datetime
Dimension: Stage (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[stage]
Data Type: string
Dimension: Task type (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_class_name]
Data Type: string
Dimension: Created by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_created_by]
Data Type: string
Dimension: Created (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_created_on]
Data Type: datetime
Dimension: Domain (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_domain]
Data Type: string
Dimension: Domain Path (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_domain_path]
Data Type: string
Dimension: Sys ID (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_id]
Data Type: string
Dimension: Updated by (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_updated_by]
Data Type: string
Dimension: Updated (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[sys_updated_on]
Data Type: datetime
Dimension: Time worked (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[time_worked]
Data Type: string
Dimension: Upon approval (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[upon_approval]
Data Type: string
Dimension: Upon reject (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[upon_reject]
Data Type: string
Dimension: User input (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[user_input]
Data Type: string
Dimension: Watch list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[watch_list]
Data Type: string
Dimension: Work end (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_end]
Data Type: datetime
Dimension: Work notes (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_notes]
Data Type: string
Dimension: Work notes list (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_notes_list]
Data Type: string
Dimension: Work start (Requested Item)
Role: Discrete Dimension
Remote Column: [Requested Item].[work_start]
Data Type: datetime
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: Closed Before Due Date?
Role: Discrete Dimension
Data Type: boolean
Formula: IF [active]= FALSE
THEN [due_date] >= { FIXED [number] : MAX([closed_at]) }
END
Measure
Catalog Item
Measure: Cost
Role: Continous Measure
Remote Column: [Catalog Item].[cost]
Data Type: real
Measure: Order (Catalog Item)
Role: Continous Measure
Remote Column: [Catalog Item].[order]
Data Type: integer
Measure: Published version
Role: Continous Measure
Remote Column: [Catalog Item].[sc_ic_version]
Data Type: integer
Measure: Updates (Catalog Item)
Role: Continous Measure
Remote Column: [Catalog Item].[sys_mod_count]
Data Type: integer
Category
Measure: Order (Category)
Role: Continous Measure
Remote Column: [Category].[order]
Data Type: integer
Measure: Updates (Category)
Role: Continous Measure
Remote Column: [Category].[sys_mod_count]
Data Type: integer
Group
Measure: Updates (Group)
Role: Continous Measure
Remote Column: [Group].[sys_mod_count]
Data Type: integer
Location
Measure: Updates (Location)
Role: Continous Measure
Remote Column: [Location].[sys_mod_count]
Data Type: integer
Request
Measure: Resolve Time
Role: Continous Measure
Remote Column: [Request].[calendar_stc]
Data Type: integer
Measure: Escalation
Role: Continous Measure
Remote Column: [Request].[escalation]
Data Type: integer
Measure: Impact
Role: Continous Measure
Remote Column: [Request].[impact]
Data Type: integer
Measure: Order
Role: Continous Measure
Remote Column: [Request].[order]
Data Type: integer
Measure: Reassignment count
Role: Continous Measure
Remote Column: [Request].[reassignment_count]
Data Type: integer
Measure: State
Role: Continous Measure
Remote Column: [Request].[state]
Data Type: integer
Measure: Updates
Role: Continous Measure
Remote Column: [Request].[sys_mod_count]
Data Type: integer
Measure: Urgency
Role: Continous Measure
Remote Column: [Request].[urgency]
Data Type: integer
Requested Item
Measure: Escalation (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[escalation]
Data Type: integer
Measure: Impact (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[impact]
Data Type: integer
Measure: Order (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[order]
Data Type: integer
Measure: Quantity
Role: Continous Measure
Remote Column: [Requested Item].[quantity]
Data Type: integer
Measure: Reassignment count (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[reassignment_count]
Data Type: integer
Measure: State (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[state]
Data Type: integer
Measure: Updates (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[sys_mod_count]
Data Type: integer
Measure: Urgency (Requested Item)
Role: Continous Measure
Remote Column: [Requested Item].[urgency]
Data Type: integer
Calculated/Other
Measure: Last Opened
Role: Discrete Measure
Data Type: boolean
Formula: LAST()=0
Measure: Time to Close (Seconds)
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It shows how many seconds passed from opening to closing a request
DATEDIFF('second', [opened_at], [closed_at])
Measure: Average Time to Close (DD:HH:MM:SS)
Role: Discrete Measure
Data Type: string
Formula: // This is a calculated field
// It transforms time in seconds into time in DD:HH:MM:SS format
STR(INT(AVG([Time to Close (Seconds)])/86400))
+ " day(s) " +
IF (INT(AVG([Time to Close (Seconds)])%86400/3600))
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close (Seconds)])%86400/3600))
+ ":" +
IF INT(AVG([Time to Close (Seconds)])%3600/60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close (Seconds)])%3600/60))
+ ":" +
IF INT(AVG([Time to Close (Seconds)]) %3600 %60)
< 10 THEN "0" ELSE "" END + STR(INT(AVG([Time to Close (Seconds)]) %3600 %60))
Measure: Requests Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field using the COUNTD expression
// For each distinct request, it counts 1
COUNTD([number])
Measure: Requested Items Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field using a COUNTD expression
// For each distinct requested item, it counts 1
COUNTD([number (Requested Item)])
Measure: Items by Request (AVG)
Role: Continous Measure
Data Type: real
Formula: // This is a calculated field
// It shows the average number of items requested by request
[Requested Items Total]
/
[Requests Total]
Measure: Number Requests Closed Before Due Date
Role: Continous Measure
Data Type: integer
Formula: COUNTD(IF [Closed Before Due Date?]= TRUE
THEN [number] END)
Measure: % Closed Before Due Date
Role: Continous Measure
Data Type: real
Formula: [Number Requests Closed Before Due Date]/COUNTD([number])
Measure: Rejected Requests Total
Role: Continous Measure
Data Type: integer
Formula: // This is a calculated field
// It shows true/false if a requested is rejected
COUNTD(IF CONTAINS([request_state],"rejected")= TRUE
THEN [number] END)
Measure: % Rejected Requests
Role: Continous Measure
Data Type: real
Formula: [Rejected Requests Total]/COUNTD([number])
Measure: Last Closed
Role: Discrete Measure
Data Type: boolean
Formula: LAST()=0
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Semantic Values
[Country].[Name]: "Reino Unido"
Dashboards
Dashboard: Problem Tracker
Worksheets
Worksheet: Group Name
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description]
[Show Group]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Summary
Datasources: Parameters
ven01911
Used Dimensions & Measures: [% Not Worked +90 Days]
[% with Related Incident]
[Active Total]
[Active]
[Average Age (DD:HH:MM:SS)]
[Filter by Related Incident]
[Incidents Attached]
[Instance Name]
[Instance Name]
[Known error]
[Known Errors]
[Name]
[Number (Incident)]
[Number]
[Opened]
[Priority]
[Problem Age (seconds)]
[Related Incident?]
[Related Incidents]
[Short description]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Incident].[number]
[Problem].[active]
[Problem].[known_error]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Opened Day of Active Problems
Datasources: ven01911
Used Dimensions & Measures: [Active]
[Filter by Related Incident]
[Name]
[Number]
[Opened]
[Priority]
[Related Incidents]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[sys_updated_on]
Worksheet: Last Update
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Description]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[description]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Breakdown by Priority
Datasources: ven01911
Used Dimensions & Measures: [Active]
[Average Age (DD:HH:MM:SS)]
[Filter by Related Incident]
[Name]
[Number]
[Opened]
[Priority]
[Problem Age (seconds)]
[Related Incident?]
[Related Incidents]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[sys_updated_on]
Worksheet: List of Problems
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Description]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description]
[Sys ID]
[Ticket URL]
[Time Span Breakdown]
[Updated]
Used Remote Columns: [Group].[name]
[Problem].[active]
[Problem].[description]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
[Problem].[sys_updated_on]
Worksheet: Related Incidents
Datasources: Parameters
ven01911
Used Dimensions & Measures: [Active]
[Description (Incident)]
[Filter by Related Incident]
[Instance Name]
[Instance Name]
[Name]
[Number (Incident)]
[Number]
[Opened (Incident)]
[Opened]
[Priority]
[Related Incident?]
[Related Incidents]
[Short description (Incident)]
[Short description]
[Sys ID]
[Ticket URL]
Used Remote Columns: [Group].[name]
[Incident].[description]
[Incident].[number]
[Incident].[opened_at]
[Incident].[short_description]
[Problem].[active]
[Problem].[number]
[Problem].[opened_at]
[Problem].[priority]
[Problem].[related_incidents]
[Problem].[short_description]
[Problem].[sys_id]
Dashboard Objects:
Filter: [ven01911].[name]
Filter: [ven01911].[MY(opened_at)]
Filter: [ven01911].[Filter by Related Incident]
Text: Problem Tracker
Dashboard: Request Report
Worksheets
Worksheet: Summary (2)
Datasources: Request
Used Dimensions & Measures: [Active]
[Average Time to Close (DD:HH:MM:SS)]
[Closed]
[Display name (Category)]
[Items by Request (AVG)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Number]
[Opened]
[Rejected Requests Total]
[Request state]
[Requested Items Total]
[Requests Total]
[Resolve Time]
[Time to Close (Seconds)]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[calendar_stc]
[Request].[closed_at]
[Request].[number]
[Request].[opened_at]
[Request].[request_state]
[Requested Item].[number]
Worksheet: Volume of Open Requests per Day
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Requests Opened By Day
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Locations
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Volume of Open Requests per Category and Day
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Volume of Open Requests per Category
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Worksheet: Requested Items
Datasources: Request
Used Dimensions & Measures: [Active]
[Display name (Category)]
[Name (Group)]
[Name (Location)]
[Name]
[Number (Requested Item)]
[Opened]
Used Remote Columns: [Catalog Item].[name]
[Category].[sys_name]
[Group].[name]
[Location].[name]
[Request].[active]
[Request].[opened_at]
[Requested Item].[number]
Dashboard Objects:
Filter: [Request].[name (Location)]
Filter: [Request].[name (Group)]
Filter: [Request].[MY(opened_at)]
Filter: [Request].[active]
Text: <Sheet Name>
Text: Æ
Worksheets
Worksheet: Breakdown by Priority
Visible: No
Used Datasources
Datasource: ven01911
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Discrete Measure: Average Age (DD:HH:MM:SS)
Continous Measure: Problem Age (seconds)
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Automatic
Tooltip: Priority
<[ven01911].[number]> active incidents
Average Age : <[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]>
View
Rows: [ven01911].[number]
Columns: [ven01911].[priority]
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[name]
[ven01911].[active]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
Styles
Style: axis
[ven01911].[number]
auto-subtitle: true
display: false
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 4
rows
line-visibility: off
Style: header
[ven01911].[priority]
font-size: 8
Style: label
[ven01911].[priority]
font-size: 8
text-orientation: 0
[ven01911].[number]
font-size: 8
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
font-family: Tableau Light
font-size: 8
color: #898989
stroke-size: 2
line-visibility: on
line-pattern-only: dotted
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[ven01911].[name]
title: Group:
Style: quick-filter-title
Other
font-family: Tableau Light
font-size: 8
Worksheet: Group Name
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Discrete Measure: Show Group
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Text
Label: <[ven01911].[Show Group]>
View
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (priority)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Related Incident?)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (priority)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[active]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: pane
Other
border-style: none
border-style: none
Style: table
Other
background-color: #f2f2f3
Worksheet: Last Update
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Description
Remote Column: [Problem].[description]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Bar
Tooltip: <[ven01911].[Time Span Breakdown]>
<[ven01911].[number]> active incidents
View
Rows: [ven01911].[Time Span Breakdown]
Columns: [ven01911].[number]
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Related Incident?,description,number,opened_at,short_description)]
[ven01911].[Action (Related Incident?,description,number,short_description)]
[ven01911].[Action (Ticket URL,Related Incident?,description,number,opened_at,short_description)]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (priority)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Manual Sorting: [ven01911].[Time Span Breakdown] ASC
Slices: [ven01911].[Action (priority)]
[ven01911].[Action (Related Incident?,description,number,short_description)]
[ven01911].[Action (Related Incident?,description,number,opened_at,short_description)]
[ven01911].[Action (Ticket URL,Related Incident?,description,number,opened_at,short_description)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[active]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
Styles
Style: axis
[ven01911].[number]
display: false
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 5
cols
line-visibility: off
Style: label
[ven01911].[Time Span Breakdown]
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: off
Style: table-div
cols
line-visibility: off
rows
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 2
stroke-color: #f5f5f5
Style: header-div
rows
stroke-size: 3
line-visibility: on
line-pattern-only: solid
Style: title
Other
background-color: #f2f2f3
Worksheet: List of Problems
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Description
Remote Column: [Problem].[description]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Shape
Tooltip: Click to see option to navigate to related ServiceNow ticket
View
Rows: [ven01911].[number]
([ven01911].[Related Incident?]
([ven01911].[opened_at]
[ven01911].[short_description])))
Filters: [ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (priority)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[Action (priority)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Priority)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[active]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: cell
Other
width: 240
[ven01911].[Related Incident?]
height: 24
[ven01911].[short_description]
height: 31
Style: header
[ven01911].[short_description]
width: 284
[ven01911].[Related Incident?]
width: 28
[ven01911].[number]
width: 104
[ven01911].[opened_at]
width: 164
rows
band-color: #00000000
Style: label
[ven01911].[Related Incident?]
text-align: center
vertical-align: center
font-size: 12
color: #ff4346
[ven01911].[number]
font-family: Tableau Book
font-size: 8
Style: pane
Other
border-style: none
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Other
font-size: 8
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
div-level: 1
cols
stroke-color: #f5f5f5
Style: title
Other
background-color: #f2f2f3
Worksheet: Locations
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Square
Tooltip: Name (Location): <[Request].[name (Location)]>
Distinct count of Number (Requested Item): <[Request].[number (Requested Item)]>
View
Rows: [Request].[name (Location)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Location)]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: cell
Other
font-family: Tableau Book
font-weight: normal
Style: header
Other
height-header: 10
[Request].[name (Location)]
width: 240
Style: label
[Request].[name (Location)]
font-family: Tableau Light
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
stroke-size: 1
stroke-color: #f5f5f5
div-level: 1
Style: header-div
rows
stroke-size: 1
stroke-color: #e6e6e6
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Request].[name (Location)]
title: Location
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
Worksheet: Opened Day of Active Problems
Visible: No
Used Datasources
Datasource: ven01911
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Bar
Tooltip: <[ven01911].[DAY(opened_at)]>
<[ven01911].[number]> opened problems
View
Rows: [ven01911].[number]
Columns: [ven01911].[DAY(opened_at)]
Filters: [ven01911].[Action (Priority)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Slices: [ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Priority)]
[ven01911].[active]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[name]
Styles
Style: axis
[ven01911].[number]
auto-subtitle: true
[ven01911].[DAY(opened_at)]
auto-subtitle: true
rows
tick-color: #00000000
cols
stroke-size: 3
line-visibility: on
line-pattern-only: solid
Style: label
[ven01911].[DAY(opened_at)]
font-size: 8
font-family: Tableau Book
[ven01911].[number]
font-size: 8
Style: gridline
rows
stroke-color: #f5f5f5
line-visibility: on
line-pattern-only: solid
stroke-size: 1
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[ven01911].[MY(opened_at)]
title: Opened:
[ven01911].[Filter by Related Incident]
title: Associated incidents:
Style: quick-filter-title
Other
font-size: 8
font-family: Tableau Light
Worksheet: Related Incidents
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Description (Incident)
Remote Column: [Incident].[description]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number (Incident)
Remote Column: [Incident].[number]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened (Incident)
Remote Column: [Incident].[opened_at]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description (Incident)
Remote Column: [Incident].[short_description]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Text
View
Rows: [ven01911].[number (Incident)]
[ven01911].[ATTR(opened_at (Incident))]
Filters: [ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
[ven01911].[number (Incident)]
Slices: [ven01911].[number (Incident)]
[ven01911].[name]
[ven01911].[Action (Ticket URL,Related Incident?,number,opened_at,priority,short_description)]
[ven01911].[active]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: cell
Other
width: 236
[ven01911].[ATTR(opened_at (Incident))]
height: 28
Style: header
[ven01911].[number (Incident)]
width: 120
rows
band-color: #00000000
Style: label
[ven01911].[number (Incident)]
display: true
font-family: Tableau Book
font-size: 8
Style: pane
Other
border-style: none
border-style: none
rows
band-color: #00000000
Style: table
rows
band-size: 1
Style: worksheet
rows
display-field-labels: false
Other
font-size: 8
color: #555555
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
stroke-size: 1
stroke-color: #f5f5f5
Style: title
Other
background-color: #f5f5f5
Worksheet: Requested Items
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Name
Remote Column: [Catalog Item].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Square
Tooltip: Name: <[Request].[name]>
Distinct count of Number (Requested Item): <[Request].[number (Requested Item)]>
View
Rows: [Request].[name]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[number (Requested Item)]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: cell
[Request].[name]
height: 23
Other
font-family: Tableau Book
font-weight: normal
Style: header
[Request].[name]
width: 244
Other
height-header: 10
Style: label
[Request].[name]
font-family: Tableau Light
font-size: 8
Style: worksheet
rows
display-field-labels: false
Style: table-div
rows
stroke-size: 1
stroke-color: #f5f5f5
div-level: 1
Style: header-div
rows
stroke-size: 1
stroke-color: #e6e6e6
Style: title
Other
background-color: #f2f2f3
Worksheet: Requests Opened By Day
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Automatic
Tooltip: <[Request].[DAY(opened_at)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[number (Requested Item)]
Columns: [Request].[DAY(opened_at)]
Filters: [Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: axis
[Request].[DAY(opened_at)]
auto-subtitle: true
height: 28
[Request].[number (Requested Item)]
auto-subtitle: true
width: 32
Style: pane
Other
border-color: #f5f5f5
Style: worksheet
Other
font-size: 8
Style: refline
refline0
line-visibility: on
line-pattern-only: dashed
text-align: right
vertical-align: bottom
stroke-color: #1b1b1b4b
fill-above: #00000000
fill-below: #00000000
stroke-size: 2
text-format: n#,##0.00;-#,##0.00
color: #333333
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Request].[name (Group)]
title: Assignment Group
Style: quick-filter-title
Other
font-family: Tableau Regular
color: #555555
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Summary
Visible: No
Used Datasources
Datasource: Parameters
Discrete Measure: Instance Name
Datasource: ven01911
Discrete Dimension: Ticket URL
Discrete Dimension: Related Incident?
Discrete Dimension: Time Span Breakdown
Discrete Dimension: Filter by Related Incident
Discrete Dimension: Instance Name
Discrete Dimension: Active
Remote Column: [Problem].[active]
Discrete Dimension: Known error
Remote Column: [Problem].[known_error]
Discrete Dimension: Name
Remote Column: [Group].[name]
Discrete Dimension: Number (Incident)
Remote Column: [Incident].[number]
Discrete Dimension: Number
Remote Column: [Problem].[number]
Discrete Dimension: Opened
Remote Column: [Problem].[opened_at]
Discrete Dimension: Priority
Remote Column: [Problem].[priority]
Discrete Dimension: Short description
Remote Column: [Problem].[short_description]
Discrete Dimension: Sys ID
Remote Column: [Problem].[sys_id]
Discrete Dimension: Updated
Remote Column: [Problem].[sys_updated_on]
Discrete Measure: Average Age (DD:HH:MM:SS)
Continous Measure: % Not Worked +90 Days
Continous Measure: % with Related Incident
Continous Measure: Known Errors
Continous Measure: Problem Age (seconds)
Continous Measure: Active Total
Continous Measure: Incidents Attached
Continous Measure: Related Incidents
Remote Column: [Problem].[related_incidents]
Marks
Mark: All
Type: Text
Label: <[ven01911].[Multiple Values]>
Tooltip: Distinct count of Number: <[ven01911].[number]>
<[ven01911].[Measure Names()]>: <[ven01911].[Multiple Values]>
Average Age (DD:HH:MM:SS): <[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]>
View
Rows: [ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]
Columns: [ven01911].[Measure Names()]
Filters: [ven01911].[Measure Names()]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[active]
[ven01911].[name]
Manual Sorting: [ven01911].[Measure Names()] ASC
Slices: [ven01911].[name]
[ven01911].[active]
[ven01911].[Measure Names()]
[ven01911].[Action (Time Span Breakdown)]
[ven01911].[Action (Related Incident?)]
[ven01911].[Action (DAY(Opened))]
[ven01911].[Action (Priority)]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Priority,Short description)]
[ven01911].[MY(opened_at)]
[ven01911].[Filter by Related Incident]
[ven01911].[Action (Ticket URL,Related Incident?,Number,Opened,Short description)]
Styles
Style: header
[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]
width: 390
[ven01911].[Measure Names()]
background-color: #f2f2f3
Style: field-labels
Other
font-family: Tableau Regular
background-color: #f2f2f3
Style: label
[ven01911].[Measure Names()]
text-align: center
vertical-align: center
font-family: Tableau Regular
font-weight: normal
[ven01911].[Average Time to Close (DD:HH:MM:SS) (copy)]
text-align: center
vertical-align: center
font-size: 14
font-family: Tableau Regular
Style: table-div
rows
line-visibility: off
cols
stroke-size: 5
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
div-level: 1
Style: title
Other
background-color: #f2f2f3
Worksheet: Summary (2)
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Closed
Remote Column: [Request].[closed_at]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Number
Remote Column: [Request].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Request state
Remote Column: [Request].[request_state]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Continous Measure: Time to Close (Seconds)
Discrete Measure: Average Time to Close (DD:HH:MM:SS)
Continous Measure: Requests Total
Continous Measure: Requested Items Total
Continous Measure: Items by Request (AVG)
Continous Measure: Rejected Requests Total
Continous Measure: Resolve Time
Remote Column: [Request].[calendar_stc]
Marks
Mark: All
Type: Automatic
Label: <[Request].[Multiple Values]>
Tooltip: <[Request].[Measure Names()]>: <[Request].[Multiple Values]>
Average Time to Close (DD:HH:MM:SS): <[Request].[Average Time to Close (DD:HH:MM:SS)]>
View
Rows: [Request].[Average Time to Close (DD:HH:MM:SS)]
Columns: [Request].[Measure Names()]
Filters: [Request].[Measure Names()]
[Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Manual Sorting: [Request].[Measure Names()] ASC
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[Measure Names()]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: header
[Request].[Measure Names()]
height: 24
background-color: #f2f2f3
[Request].[Average Time to Close (DD:HH:MM:SS)]
width: 406
rows
band-color: #00000000
Style: field-labels
Other
background-color: #f2f2f3
Style: label
[Request].[Measure Names()]
font-family: Tableau Book
[Request].[Average Time to Close (DD:HH:MM:SS)]
text-align: center
font-family: Tableau Regular
font-size: 18
Style: pane
rows
band-color: #00000000
Style: table
Other
background-color: #00000000
rows
band-size: 1
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #ffffff
div-level: 1
stroke-size: 4
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Request].[MY(opened_at)]
title: Opened
Style: quick-filter-title
Other
font-size: 8
font-weight: normal
font-family: Tableau Regular
color: #555555
Worksheet: Volume of Open Requests per Category
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Bar
Tooltip: <[Request].[sys_name (Category)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[sys_name (Category)]
Columns: [Request].[number (Requested Item)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: axis
[Request].[number (Requested Item)]
display: false
Other
stroke-size: 1
stroke-color: #e6e6e6
cols
line-visibility: off
Style: cell
[Request].[sys_name (Category)]
height: 31
Style: header
cols
border-style: none
Style: field-labels
Other
background-color: #f5f5f5
Style: label
[Request].[sys_name (Category)]
display: false
Style: pane
Other
border-style: none
cols
border-style: none
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: refline
refline0
stroke-size: 1
line-visibility: on
line-pattern-only: dashed
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 1
stroke-color: #f5f5f5
cols
line-pattern-only: solid
div-level: 1
stroke-size: 2
stroke-color: #e6e6e6
line-visibility: off
Style: title
Other
background-color: #e6e6e6
Worksheet: Volume of Open Requests per Category and Day
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Square
Tooltip: <[Request].[sys_name (Category)]> | <[Request].[WEEKDAY(opened_at)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[sys_name (Category)]
Columns: [Request].[WEEKDAY(opened_at)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened))]
Styles
Style: axis
Other
stroke-size: 1
stroke-color: #e6e6e6
cols
line-visibility: off
Style: cell
[Request].[sys_name (Category)]
height: 31
Style: header
[Request].[sys_name (Category)]
width: 180
[Request].[WEEKDAY(opened_at)]
height: 10
background-color: #f5f5f5
cols
border-style: none
[Request].[MONTH(opened_at)]
background-color: #f5f5f5
[Request].[DAY(opened_at)]
background-color: #f5f5f5
Style: field-labels
Other
background-color: #f5f5f5
Style: label
[Request].[WEEKDAY(opened_at)]
display: false
font-family: Tableau Book
font-size: 7
[Request].[MONTH(opened_at)]
font-family: Tableau Book
font-size: 7
[Request].[DAY(opened_at)]
font-family: Tableau Book
font-size: 7
[Request].[sys_name (Category)]
font-family: Tableau Light
font-weight: normal
font-size: 8
Style: pane
Other
border-style: none
cols
border-style: none
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 1
stroke-color: #f5f5f5
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-size: 1
stroke-color: #f5f5f5
Style: title
Other
background-color: #e6e6e6
Worksheet: Volume of Open Requests per Day
Visible: No
Used Datasources
Datasource: Request
Discrete Dimension: Active
Remote Column: [Request].[active]
Discrete Dimension: Name (Group)
Remote Column: [Group].[name]
Discrete Dimension: Name (Location)
Remote Column: [Location].[name]
Discrete Dimension: Number (Requested Item)
Remote Column: [Requested Item].[number]
Discrete Dimension: Opened
Remote Column: [Request].[opened_at]
Discrete Dimension: Display name (Category)
Remote Column: [Category].[sys_name]
Marks
Mark: All
Type: Bar
Tooltip: <[Request].[WEEKDAY(opened_at)]>
<[Request].[number (Requested Item)]> requested items
View
Rows: [Request].[number (Requested Item)]
Columns: [Request].[WEEKDAY(opened_at)]
Filters: [Request].[Action (DAY(Opened))]
[Request].[Action (Display name (Category))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
[Request].[MY(opened_at)]
[Request].[active]
[Request].[name (Group)]
[Request].[name (Location)]
Manual Sorting: [Request].[WEEKDAY(opened_at)] ASC
Slices: [Request].[MY(opened_at)]
[Request].[active]
[Request].[Action (Display name (Category))]
[Request].[name (Group)]
[Request].[name (Location)]
[Request].[Action (DAY(Opened))]
[Request].[Action (WEEKDAY(Opened),Display name (Category))]
Styles
Style: axis
[Request].[number (Requested Item)]
width: 180
title: Requested Items
auto-subtitle: true
Other
stroke-size: 1
stroke-color: #e6e6e6
line-visibility: off
tick-color: #00000000
Style: cell
[Request].[WEEKDAY(opened_at)]
width: 61
Style: header
cols
border-style: none
[Request].[MONTH(opened_at)]
background-color: #f5f5f5
[Request].[DAY(opened_at)]
background-color: #f5f5f5
[Request].[WEEKDAY(opened_at)]
background-color: #f5f5f5
Style: field-labels
Other
background-color: #f5f5f5
Style: label
[Request].[MONTH(opened_at)]
font-family: Tableau Book
font-size: 7
[Request].[DAY(opened_at)]
font-family: Tableau Book
font-size: 7
[Request].[number (Requested Item)]
font-family: Tableau Light
[Request].[WEEKDAY(opened_at)]
text-format: ieee
font-size: 8
color: #555555
font-family: Tableau Light
Style: pane
Other
border-style: none
cols
border-style: none
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Other
font-size: 8
Style: refline
refline0
font-family: Tableau Bold
background-color: #ffffff00
color: #e6e6e6
stroke-size: 1
line-visibility: on
line-pattern-only: dashed
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: table-div
rows
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 1
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-size: 1
div-level: 1
stroke-color: #f5f5f5
Style: header-div
rows
stroke-color: #ffffff
line-visibility: off
cols
stroke-size: 1
stroke-color: #ffffff
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Request].[name (Group)]
title: Assignment Group
Style: quick-filter-title
Other
font-family: Tableau Regular
|
| Search Category: | Documents |
| Location | Access |
| Type | Access Schema |
| Host | |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Databases\xtreme.mdb |
| Document | Customer Payment |
| Matches | 6 |
Access Schema | |
CREATE TABLE [Customer Payment] ( [Customer ID] Integer NOT NULL ,[Customer Payment ID] Integer NOT NULL ,[Date] Date NOT NULL ,[Gross Amount] Currency NOT NULL ,[Invoice #] Integer NOT NULL ,[Payment Type] WChar NOT NULL ,[Tax] Currency NOT NULL PRIMARY KEY [PrimaryKey] (Customer Payment ID) INDEX [Customer ID] (Customer ID) INDEX [Invoice #] (Invoice #) ) |
| Location | Access |
| Type | Access Schema |
| Host | |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Databases\xtreme.mdb |
| Document | Customer |
| Matches | 7 |
Access Schema | |
CREATE TABLE [Customer] ( [Address1] WChar NOT NULL ,[Address2] WChar NOT NULL ,[City] WChar NOT NULL ,[Contact First Name] WChar NOT NULL ,[Contact Last Name] WChar NOT NULL ,[Contact Position] WChar NOT NULL ,[Contact Title] WChar NOT NULL ,[Country] WChar NOT NULL ,[Customer Credit ID] Integer NOT NULL ,[Customer ID] Integer NOT NULL ,[Customer Name] WChar NOT NULL ,[E-mail] WChar NOT NULL ,[Fax] WChar NOT NULL ,[Last Year's Sales] Currency NOT NULL ,[Phone] WChar NOT NULL ,[Postal Code] WChar NOT NULL ,[Region] WChar NOT NULL ,[Web Site] WChar NOT NULL PRIMARY KEY [PrimaryKey] (Customer ID) INDEX [Customer Credit ID] (Customer Credit ID) INDEX [Postal Code] (Postal Code) ) |
| Location | Access |
| Type | Access Query |
| Host | |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Databases\xtreme.mdb |
| Document | Top Customers |
| Matches | 21 |
Access Query | |
SELECT DISTINCTROW Customer.[Customer ID], Customer.[Customer Credit ID], Customer.[Customer Name], Customer.[Contact First Name], Customer.[Contact Last Name], Customer.[Contact Title], Customer.[Contact Position], Customer.[Last Year's Sales], Customer.Address1, Customer.Address2, Customer.City, Customer.Region, Customer.Country, Customer.[Postal Code], Customer.Phone, Customer.Fax FROM Customer WHERE ((Customer.[Last Year's Sales]>50000)); |
| Location | Access |
| Type | Access Schema |
| Host | |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Databases\xtreme.mdb |
| Document | Receipt |
| Matches | 6 |
Access Schema | |
CREATE TABLE [Receipt] ( [Customer Payment ID] Integer NOT NULL ,[Date] Date NOT NULL ,[Gross Amount] Currency NOT NULL ,[Receipt #] WChar NOT NULL ,[Tax] Currency NOT NULL PRIMARY KEY [PrimaryKey] (Receipt #) FOREIGN KEY [{A5547A16-093B-426F-AED2-5BFA8C393C76}] (Customer Payment ID) REFERENCES [Customer Payment].[Customer Payment ID] INDEX [Customer Payment ID] (Customer Payment ID) ) |
| Location | Access |
| Type | Access Schema |
| Host | |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Databases\xtreme.mdb |
| Document | Sales Return |
| Matches | 3 |
Access Schema | |
CREATE TABLE [Sales Return] ( [Customer ID] Integer NOT NULL ,[Date] Date NOT NULL ,[Employee ID] Integer NOT NULL ,[Gross Amount] Currency NOT NULL ,[Invoice #] Integer NOT NULL ,[Sales Return ID] WChar NOT NULL ,[Tax] Currency NOT NULL PRIMARY KEY [PrimaryKey] (Sales Return ID) FOREIGN KEY [{3DD1E990-C2D1-4A6F-A694-7CBE3FFB64FE}] (Invoice #) REFERENCES [Invoice].[Invoice #] INDEX [Customer ID] (Customer ID) INDEX [Invoice #] (Invoice #) INDEX [Sales ReturnEmployee ID] (Employee ID) ) |
| Location | Access |
| Type | Access Schema |
| Host | |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Databases\xtreme.mdb |
| Document | Orders |
| Matches | 6 |
Access Schema | |
CREATE TABLE [Orders] ( [Courier Website] WChar NOT NULL ,[Customer ID] Integer NOT NULL ,[Employee ID] Integer NOT NULL ,[Order Amount] Currency NOT NULL ,[Order Date] Date NOT NULL ,[Order ID] Integer NOT NULL ,[Payment Received] Boolean NOT NULL ,[PO#] WChar NOT NULL ,[Required Date] Date NOT NULL ,[Ship Date] Date NOT NULL ,[Ship Via] WChar NOT NULL ,[Shipped] Boolean NOT NULL PRIMARY KEY [PrimaryKey] (Order ID) FOREIGN KEY [{163800A8-756A-11D4-8EDC-0010A4E2E709}] (Customer ID) REFERENCES [Customer].[Customer ID] FOREIGN KEY [{163800AA-756A-11D4-8EDC-0010A4E2E709}] (Employee ID) REFERENCES [Employee].[Employee ID] INDEX [Customer ID] (Customer ID) INDEX [Employee ID] (Employee ID) ) |
| Location | Access |
| Type | Access Schema |
| Host | |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Databases\xtreme.mdb |
| Document | Credit |
| Matches | 3 |
Access Schema | |
CREATE TABLE [Credit] ( [Amount] Currency NOT NULL ,[Credit Authorization Number] WChar NOT NULL ,[Customer Credit ID] Integer NOT NULL PRIMARY KEY [PrimaryKey] (Credit Authorization Number) INDEX [Customer ID] (Customer Credit ID) ) |
| Location | Local or Network Folders |
| Type | Excel |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\Backup\Tableau\ |
| Document | BackupLog_Default_2019-08-30_17_09_08.xlsx |
| Matches | 2 |
Excel | |
Sheet Find it EZ Log
A1
Value: Source
B1
Value: Backup Path
C1
Value: Filename
D1
Value: Type
E1
Value: Result
A3
Value: Tableau Samples//Regional
B3
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C3
Value: Regional.twbx
D3
Value: Tableau Workbook
E3
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A4
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B4
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C4
Value: Superstore.twbx
D4
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E4
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B5
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C5
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D5
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E5
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A6
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B6
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C6
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D6
Value: Tableau Workbook
E6
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A7
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B7
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C7
Value: Email Performance Sample.twbx
D7
Value: Tableau Workbook
E7
Value: Success
A8
Value: Tableau Samples//Web Engagement Samples
B8
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C8
Value: Web Engagement Samples.twbx
D8
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E8
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A9
Value: Tableau Samples//Oracle Account Engagement
B9
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C9
Value: Oracle Account Engagement.twbx
D9
Value: Tableau Workbook
E9
Value: Success
A10
Value: Tableau Samples//Campain Details
B10
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C10
Value: Campain Details.twbx
D10
Value: Tableau Workbook
E10
Value: Success
A11
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B11
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C11
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D11
Value: Tableau Workbook
E11
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A12
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B12
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C12
Value: SalesForce 1.twbx
D12
Value: Tableau Workbook
E12
Value: Success
A13
Value: Tableau Samples//Sales Force Marketing Leads
B13
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C13
Value: Sales Force Marketing Leads.twbx
D13
Value: Tableau Workbook
E13
Value: Success
A14
Value: Tableau Samples//SalesForce Open Pipeline
B14
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C14
Value: SalesForce Open Pipeline.twbx
D14
Value: Tableau Workbook
E14
Value: Success
A15
Value: Default//Sample_Workbook_CreatedonServer_Using_Published_Connection
B15
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\\
C15
Value: Sample_Workbook_CreatedonServer_Using_Published_Connection.twb
D15
Value: Tableau Workbook
E15
Value: Success
A16
Value: Tableau Samples//Opportunity Overview
B16
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C16
Value: Opportunity Overview.twbx
D16
Value: Tableau Workbook
E16
Value: Success
A17
Value: Tableau Samples//Opportunity Tracking
B17
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C17
Value: Opportunity Tracking.twbx
D17
Value: Tableau Workbook
E17
Value: Success
A18
Value: Tableau Samples//Quarterly Sales
B18
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C18
Value: Quarterly Sales.twbx
D18
Value: Tableau Workbook
E18
Value: Success
A19
Value: Tableau Samples//Toip 20 Accounts
B19
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C19
Value: Toip 20 Accounts.twbx
D19
Value: Tableau Workbook
E19
Value: Success
A20
Value: Tableau Samples//Executive Dashboard
B20
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C20
Value: Executive Dashboard.twb
D20
Value: Tableau Workbook
E20
Value: Success
A21
Value: Tableau Samples//Incident Workbook
B21
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C21
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D21
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E21
Value: Success
A22
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C22
Value: Incident-Tracker.twbx
D22
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E22
Value: Success
A23
Value: Tableau Samples//Problem Report
B23
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C23
Value: Problem Report.twbx
D23
Value: Tableau Workbook
E23
Value: Success
A24
Value: Tableau Samples//Problem Tracker
B24
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C24
Value: Problem Tracker.twbx
D24
Value: Tableau Workbook
E24
Value: Success
A25
Value: Tableau Samples//Request Report
B25
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C25
Value: Request Report.twbx
D25
Value: Tableau Workbook
E25
Value: Success
A26
Value: Default//Person (Person.Person) (AdventureWorks2017)
B26
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\\
C26
Value: Person (Person.Person) (AdventureWorks2017).tdsx
D26
Value: Tableau Datasource
E26
Value: Success
A27
Value: Default//database1
B27
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\\
C27
Value: database1.tdsx
D27
Value: Tableau Datasource
E27
Value: Success
A28
Value: Default//Email Notices Activity+ (SAP App Center leads)
B28
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\\
C28
Value: Email Notices Activity+ (SAP App Center leads).tdsx
D28
Value: Tableau Datasource
E28
Value: Success
A29
Value: Tableau Samples//Opportunities (Salesforce)
B29
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C29
Value: Opportunities (Salesforce).tdsx
D29
Value: Tableau Datasource
E29
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A30
Value: Tableau Samples//Problems
B30
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C30
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D30
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E30
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A31
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B31
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C31
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D31
Value: Tableau Datasource
E31
Value: Success
A32
Value: Tableau Samples//Incidents
B32
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Tableau Samples\\
C32
Value: Incidents.tdsx
D32
Value: Tableau Datasource
E32
Value: Success
A33
Value: Default//viewMonth+ (TestDB7)
B33
Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\\
C33
Value: viewMonth+ (TestDB7).tdsx
D33
Value: Tableau Datasource
E33
Value: Success
A34
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Value: Tableau Datasource
E34
Value: Success
A35
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B35
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C35
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D35
Value: Tableau Datasource
E35
Value: Success
A36
Value: Default//Custom_SQL_Select_Firm (T7temp)
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C36
Value: Custom_SQL_Select_Firm (T7temp).tdsx
D36
Value: Tableau Datasource
E36
Value: Success
A37
Value: Default//Oracle Table and Custom SQL Query Joined
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Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\\
C37
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D37
Value: Tableau Datasource
E37
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A38
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Value: C:\Users\username\Documents\Test Cases\Backup\Tableau\Default\\
C38
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D38
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E38
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A39
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C39
Value: DEMO_CUSTOMERS (FINDITEZ).tdsx
D39
Value: Tableau Datasource
E39
Value: Success
| |
Workbook Info | |
Author : NPOI |
| Location | Local or Network Folders |
| Type | |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Financial\ |
| Document | Introduction.pdf |
| Matches | 1 |
Crystal Reports XI Release 2: Financial Report Tutorials
Introduction
Introduction
Overview
Overview
Crystal Reports XI comes with Xtreme.mdb, a sample Microsoft Access
database that you can use to learn the program. The database contains data
for Xtreme Mountain Bikes, a fictitious manufacturer of mountain bikes and
accessories. All of the examples in this manual are based on the data from
Xtreme.mdb.
Note: The sample data has been designed to illustrate various reporting
concepts in a training environment, not to teach database design. This design
was selected to keep the tutorials and examples focused on reporting and not
on data manipulation.
Financial Data
Xtreme.mdb offers an intuitive schema that details the major entities in a
typical financial database. The sample data that is provided accurately
depicts all of the financial transactions that are related to the major entities.
Database Structure
Before you create reports, it is important to understand the underlying
database structure on which the reports will be based. This section describes
the database structure in detail. You must read this section before you begin
to do the report tutorials.
Chart of Accounts
The Xtreme Mountain Bikes Chart of Accounts is represented by the Account
table. The Account table is linked to five other tables:
2 Crystal Reports XI Release 2: Financial Report Tutorials
Introduction
Overview
• Account Heading
The Account Heading table is used to group related accounts under a
common heading. For example, two separate accounts—Building and
Machinery—are under the Capital Assets account heading.
Account Type
The Account Type table is used to group related accounts under a
common type. Account Types include Asset, Liability, Equity, Revenue,
and Expense.
• Account Class
The Account Class table is used to group related accounts under a
common class. Examples of account classes include Cost of Goods
Sold, Operating Revenue, Accounts Receivable, and so on.
• Monthly Account Budget
Each revenue or expense account (as defined by the Account Type table)
has an associated Monthly Account Budget. The Monthly Account Budge
table is used to create reports that are based on variance analysis and/or
forecasting.
• Journal Entry
The Journal Entry table is used to represent the journal entries that are
associated with various financial transactions for the accounts. The table
is linked to the Journal Entry Type table, which is used to query journal
entry types. For more information, see “Journal Entries” on page 3.
Journal Entries
Journal entries represent the account entries that are associated with each
accounting transaction.
The following transactions generate journal entries:
• Paycheques
• Invoices
• Customer Payments/Receipts
• Bill Payments
Crystal Reports XI Release 2: Financial Report Tutorials 3
Introduction
Overview
• Purchase Orders
• Purchase Payments
Additional Database Content
For the financial reports that are described in this manual, the Account table
and its associated tables provide sufficient data. However, because
Xtreme.mdb includes a robust database schema, you can also create reports
that are based on other data from the database.
4 Crystal Reports XI Release 2: Financial Report Tutorials
|
| Location | Local or Network Folders |
| Type | |
| Host | FINDITEZ-T460P |
| Filepath or Database | C:\Users\username\Documents\Test Cases\en\Samples\Reports\Tutorials\ |
| Document | Introduction.pdf |
| Matches | 1 |
<title of your book>
Financial Report Tutorials
Introduction
chapter
2 Introduction
Overview
Overview
Crystal Reports XI comes with Xtreme.mdb, a sample database you can use
when learning the program. Xtreme.mdb is a Mircosoft Access database and
all of the necessary drivers are included. You should be able to open the
database directly and begin designing reports. All of the examples in this
manual are based on Xtreme.mdb data.
Xtreme.mdb is a database that contains data for Xtreme Mountain Bikes, a
fictitious manufacturer of mountain bikes and accessories.
Note: The sample data has been designed to illustrate various reporting
concepts in a training environment, not to teach database design. While there
are alternative ways of designing a database, this design was selected to keep
the tutorials and examples focused on reporting, not on data manipulation.
Financial Data
Xtreme.mdb offers an intuitive schema detailing the major entities in a typical
financial database. The sample data provided accurately depicts all financial
transactions related to the major entities.
Database Structure
Before creating reports it is important to understand the underlying database
structure which our reports will be based on. This section describes the
database structure in detail and should be read before starting the report
tutorials.
Chart of Accounts
Xtreme Mountain Bikes Chart of Accounts is represented by the Account
table. The Account table is linked to the following five tables:
• Account Heading
• Account Type
• Account Class
• Monthly Account Budgets
• Journal Entry
16 <title of your book>
Introduction
Overview 2
Account Heading
The Account Heading table is used to group related accounts under a
common heading. For example, the two seperate accounts Building and
Machinery both fall under the Account Heading titled Capital Assets.
Account Type
The Account Type table is used to group related accounts under a common
type. An Account Type is one of Asset, Liability, Equity, Revenue, or
Expense.
Account Class
The Account Class table is used to group related accounts under a common
class. Examples of classes of accounts include Cost of Goods Sold,
Operating Revenue, Accounts Receivable, etc.
Monthly Account Budgets
Each revenue or expense account (as defined by Account Type) has an
associated Monthly Account Budget. The budgets table is used for creating
reports based on variance analysis and or forecasting.
<title of your book> 17
2 Introduction
Overview
Journal Entry
Represents the associated journal entries for a given account based on
various financial transactions. Journal Entry is also linked to the Jounal
Entry Type table which is used to query for various journal entry types.
Examples of journal entry types include invoices, receipts, bill payments,
closing entries etc.
Journal Entries
Journal entries represent the account entries associated with each
accounting transaction. The following accounting transactions generate
journal entries:
• Paycheques
• Invoices
• Customer Payments/Receipts
• Bill Payments
• Purchase Orders
• Purchase Payments
The structure of the Journal Entry table is detialed below:
Additional Database Content
For the financial reports detailed in this manual, the afore mentioned tables
are sufficient. Xtreme.mdb however does represent a robust database
schema making the creation of other reports possible.
18 <title of your book>
|