**************************************************************************** Location : Tableau Server Host : http://bnbrepository9/#/ Path : Tableau Samples/Opportunity Tracking **************************************************************************** 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_token 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: PricebookEntry Database Object: [PricebookEntry] 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].[PricebookEntryId] 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 PricebookEntry Dimension: CreatedById (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[CreatedById] Data Type: string Dimension: CreatedDate (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[CreatedDate] Data Type: datetime Dimension: IsActive (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[IsActive] Data Type: boolean Dimension: IsDeleted (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[IsDeleted] Data Type: boolean Dimension: LastModifiedById (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[LastModifiedById] Data Type: string Dimension: LastModifiedDate (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[LastModifiedDate] Data Type: datetime Dimension: Pricebook2Id (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[Pricebook2Id] Data Type: string Dimension: Product Code Role: Discrete Dimension Remote Column: [PricebookEntry].[ProductCode] Data Type: string Dimension: Product ID Role: Discrete Dimension Remote Column: [PricebookEntry].[Product2Id] Data Type: string Dimension: Product Name Role: Discrete Dimension Remote Column: [PricebookEntry].[Name] Data Type: string Dimension: SystemModstamp (Price Book Entry) Role: Discrete Dimension Remote Column: [PricebookEntry].[SystemModstamp] Data Type: datetime Dimension: Use Standard Price Role: Discrete Dimension Remote Column: [PricebookEntry].[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 PricebookEntry Measure: UnitPrice (Price Book Entry) Role: Continous Measure Remote Column: [PricebookEntry].[UnitPrice] Data Type: real Measure: Id (Price Book Entry) Role: Continous Measure Remote Column: [PricebookEntry].[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