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_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
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: PricebookEntry
Database Object: [PricebookEntry]
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].[PricebookEntryId]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
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: 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
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
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