**************************************************************************** Location : Tableau Server Host : http://bnbrepository9/#/ Path : Tableau Samples/Quarterly Sales **************************************************************************** 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: 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