Workbook Information
Author: Unknown
Embedded Datasources
Datasource: Opportunities (Salesforce)
Connection
Data Sources
Data Source: Opportunities (Salesforce)
Attributes
REDIRECT_URI: https://login.salesforce.com/services/oauth2/success
SCOPE: api id refresh_token
authentication: auth-oauth
class: salesforce
compressed-responses: yes
compressed-responses-bulk: yes
compressed-responses-rest: yes
compressed-responses-soap: yes
kind: standard
maxfieldlength: 4096
pagesize: 200
prefer-ind-semantics: true
salesforce-api-version: 25.0
server: login.salesforce.com
sf-total-requestor-buffer-size-in-mb: 32
standard: Opportunities
userLanguage: en_US
username: tableautemplates@gmail.com
workgroup-auth-mode: as-is
Data Source: UnknownNotSet
Attributes
class: federated
prefer-ind-semantics: true
Tables
Table: Opportunities
Database Object: [Opportunity]
Connection: Opportunities (Salesforce)
Table: Owned By
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: Account
Database Object: [Account]
Connection: Opportunities (Salesforce)
Table: Manager
Database Object: [User]
Connection: Opportunities (Salesforce)
Table: OpportunityLineItem
Database Object: [OpportunityLineItem]
Connection: Opportunities (Salesforce)
Table: OpportunityHistory
Database Object: [OpportunityHistory]
Connection: Opportunities (Salesforce)
Table: OpportunityStage
Database Object: [OpportunityStage]
Connection: Opportunities (Salesforce)
Dimension
Account
Dimension: Account Fax
Role: Discrete Dimension
Remote Column: [Account].[Fax]
Data Type: string
Dimension: Account Number
Role: Discrete Dimension
Remote Column: [Account].[AccountNumber]
Data Type: string
Dimension: Account Phone
Role: Discrete Dimension
Remote Column: [Account].[Phone]
Data Type: string
Dimension: Account Rating
Role: Discrete Dimension
Remote Column: [Account].[Rating]
Data Type: string
Dimension: Account Site
Role: Discrete Dimension
Remote Column: [Account].[Site]
Data Type: string
Dimension: Account Source
Role: Discrete Dimension
Remote Column: [Account].[AccountSource]
Data Type: string
Dimension: Account Type
Role: Discrete Dimension
Remote Column: [Account].[Type]
Data Type: string
Dimension: Active__c (Account)
Role: Discrete Dimension
Remote Column: [Account].[Active__c]
Data Type: string
Dimension: Billing City
Role: Discrete Dimension
Remote Column: [Account].[BillingCity]
Data Type: string
Dimension: Billing Country
Role: Discrete Dimension
Remote Column: [Account].[BillingCountry]
Data Type: string
Dimension: Billing State/Province
Role: Discrete Dimension
Remote Column: [Account].[BillingState]
Data Type: string
Dimension: Billing Street
Role: Discrete Dimension
Remote Column: [Account].[BillingStreet]
Data Type: string
Dimension: Billing Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[BillingPostalCode]
Data Type: string
Dimension: Clean Status
Role: Discrete Dimension
Remote Column: [Account].[CleanStatus]
Data Type: string
Dimension: CreatedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedById]
Data Type: string
Dimension: CreatedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[CreatedDate]
Data Type: datetime
Dimension: Customer Priority
Role: Discrete Dimension
Remote Column: [Account].[CustomerPriority__c]
Data Type: string
Dimension: D&B Company ID
Role: Discrete Dimension
Remote Column: [Account].[DandbCompanyId]
Data Type: string
Dimension: D-U-N-S Number
Role: Discrete Dimension
Remote Column: [Account].[DunsNumber]
Data Type: string
Dimension: Data.com Key
Role: Discrete Dimension
Remote Column: [Account].[Jigsaw]
Data Type: string
Dimension: Deleted
Role: Discrete Dimension
Remote Column: [Account].[IsDeleted]
Data Type: boolean
Dimension: Jigsaw Company ID
Role: Discrete Dimension
Remote Column: [Account].[JigsawCompanyId]
Data Type: string
Dimension: Last Activity
Role: Discrete Dimension
Remote Column: [Account].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Account)
Role: Discrete Dimension
Remote Column: [Account].[LastModifiedDate]
Data Type: datetime
Dimension: Master Record ID
Role: Discrete Dimension
Remote Column: [Account].[MasterRecordId]
Data Type: string
Dimension: NAICS Code
Role: Discrete Dimension
Remote Column: [Account].[NaicsCode]
Data Type: string
Dimension: NAICS Description
Role: Discrete Dimension
Remote Column: [Account].[NaicsDesc]
Data Type: string
Dimension: Owner ID
Role: Discrete Dimension
Remote Column: [Account].[OwnerId]
Data Type: string
Dimension: Ownership
Role: Discrete Dimension
Remote Column: [Account].[Ownership]
Data Type: string
Dimension: Parent Account ID
Role: Discrete Dimension
Remote Column: [Account].[ParentId]
Data Type: string
Dimension: SIC Code
Role: Discrete Dimension
Remote Column: [Account].[Sic]
Data Type: string
Dimension: SIC Description
Role: Discrete Dimension
Remote Column: [Account].[SicDesc]
Data Type: string
Dimension: SLA Expiration Date
Role: Discrete Dimension
Remote Column: [Account].[SLAExpirationDate__c]
Data Type: date
Dimension: SLA Serial Number
Role: Discrete Dimension
Remote Column: [Account].[SLASerialNumber__c]
Data Type: string
Dimension: SLA
Role: Discrete Dimension
Remote Column: [Account].[SLA__c]
Data Type: string
Dimension: Shipping City
Role: Discrete Dimension
Remote Column: [Account].[ShippingCity]
Data Type: string
Dimension: Shipping Country
Role: Discrete Dimension
Remote Column: [Account].[ShippingCountry]
Data Type: string
Dimension: Shipping State/Province
Role: Discrete Dimension
Remote Column: [Account].[ShippingState]
Data Type: string
Dimension: Shipping Street
Role: Discrete Dimension
Remote Column: [Account].[ShippingStreet]
Data Type: string
Dimension: Shipping Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Account].[ShippingPostalCode]
Data Type: string
Dimension: SystemModstamp (Account)
Role: Discrete Dimension
Remote Column: [Account].[SystemModstamp]
Data Type: datetime
Dimension: Ticker Symbol
Role: Discrete Dimension
Remote Column: [Account].[TickerSymbol]
Data Type: string
Dimension: Tradestyle
Role: Discrete Dimension
Remote Column: [Account].[Tradestyle]
Data Type: string
Dimension: Upsell Opportunity
Role: Discrete Dimension
Remote Column: [Account].[UpsellOpportunity__c]
Data Type: string
Dimension: Website
Role: Discrete Dimension
Remote Column: [Account].[Website]
Data Type: string
Dimension: Year Started
Role: Discrete Dimension
Remote Column: [Account].[YearStarted]
Data Type: string
Manager
Dimension: AboutMe (User)
Role: Discrete Dimension
Remote Column: [Manager].[AboutMe]
Data Type: string
Dimension: AccountId (User)
Role: Discrete Dimension
Remote Column: [Manager].[AccountId]
Data Type: string
Dimension: Alias (User)
Role: Discrete Dimension
Remote Column: [Manager].[Alias]
Data Type: string
Dimension: CallCenterId (User)
Role: Discrete Dimension
Remote Column: [Manager].[CallCenterId]
Data Type: string
Dimension: City (User)
Role: Discrete Dimension
Remote Column: [Manager].[City]
Data Type: string
Dimension: CommunityNickname (User)
Role: Discrete Dimension
Remote Column: [Manager].[CommunityNickname]
Data Type: string
Dimension: CompanyName (User)
Role: Discrete Dimension
Remote Column: [Manager].[CompanyName]
Data Type: string
Dimension: ContactId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ContactId]
Data Type: string
Dimension: Country (User)
Role: Discrete Dimension
Remote Column: [Manager].[Country]
Data Type: string
Dimension: CreatedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedById]
Data Type: string
Dimension: CreatedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[CreatedDate]
Data Type: datetime
Dimension: DefaultGroupNotificationFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: DelegatedApproverId (User)
Role: Discrete Dimension
Remote Column: [Manager].[DelegatedApproverId]
Data Type: string
Dimension: Department (User)
Role: Discrete Dimension
Remote Column: [Manager].[Department]
Data Type: string
Dimension: DigestFrequency (User)
Role: Discrete Dimension
Remote Column: [Manager].[DigestFrequency]
Data Type: string
Dimension: Division (User)
Role: Discrete Dimension
Remote Column: [Manager].[Division]
Data Type: string
Dimension: EmailEncodingKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmailEncodingKey]
Data Type: string
Dimension: Email
Role: Discrete Dimension
Remote Column: [Manager].[Email]
Data Type: string
Dimension: EmployeeNumber (User)
Role: Discrete Dimension
Remote Column: [Manager].[EmployeeNumber]
Data Type: string
Dimension: Extension (User)
Role: Discrete Dimension
Remote Column: [Manager].[Extension]
Data Type: string
Dimension: Fax (User)
Role: Discrete Dimension
Remote Column: [Manager].[Fax]
Data Type: string
Dimension: FederationIdentifier (User)
Role: Discrete Dimension
Remote Column: [Manager].[FederationIdentifier]
Data Type: string
Dimension: FirstName (User)
Role: Discrete Dimension
Remote Column: [Manager].[FirstName]
Data Type: string
Dimension: ForecastEnabled (User)
Role: Discrete Dimension
Remote Column: [Manager].[ForecastEnabled]
Data Type: boolean
Dimension: FullPhotoUrl (User)
Role: Discrete Dimension
Remote Column: [Manager].[FullPhotoUrl]
Data Type: string
Dimension: IsActive (User)
Role: Discrete Dimension
Remote Column: [Manager].[IsActive]
Data Type: boolean
Dimension: LanguageLocaleKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LanguageLocaleKey]
Data Type: string
Dimension: LastLoginDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastLoginDate]
Data Type: datetime
Dimension: LastModifiedById (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastModifiedDate]
Data Type: datetime
Dimension: LastName (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastName]
Data Type: string
Dimension: LastPasswordChangeDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LocaleSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[LocaleSidKey]
Data Type: string
Dimension: ManagerId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ManagerId]
Data Type: string
Dimension: MobilePhone (User)
Role: Discrete Dimension
Remote Column: [Manager].[MobilePhone]
Data Type: string
Dimension: OfflinePdaTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: OfflineTrialExpirationDate (User)
Role: Discrete Dimension
Remote Column: [Manager].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Phone (User)
Role: Discrete Dimension
Remote Column: [Manager].[Phone]
Data Type: string
Dimension: Photo
Role: Discrete Dimension
Remote Column: [Manager].[SmallPhotoUrl]
Data Type: string
Dimension: PostalCode (User)
Role: Discrete Dimension
Remote Column: [Manager].[PostalCode]
Data Type: string
Dimension: ProfileId (User)
Role: Discrete Dimension
Remote Column: [Manager].[ProfileId]
Data Type: string
Dimension: ReceivesAdminInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: ReceivesInfoEmails (User)
Role: Discrete Dimension
Remote Column: [Manager].[ReceivesInfoEmails]
Data Type: boolean
Dimension: State (User)
Role: Discrete Dimension
Remote Column: [Manager].[State]
Data Type: string
Dimension: Street (User)
Role: Discrete Dimension
Remote Column: [Manager].[Street]
Data Type: string
Dimension: SystemModstamp (User)
Role: Discrete Dimension
Remote Column: [Manager].[SystemModstamp]
Data Type: datetime
Dimension: TimeZoneSidKey (User)
Role: Discrete Dimension
Remote Column: [Manager].[TimeZoneSidKey]
Data Type: string
Dimension: Title (User)
Role: Discrete Dimension
Remote Column: [Manager].[Title]
Data Type: string
Dimension: UserPermissionsCallCenterAutoLogin (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: UserPermissionsInteractionUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: UserPermissionsJigsawProspectingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: UserPermissionsKnowledgeUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: UserPermissionsMarketingUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: UserPermissionsMobileUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: UserPermissionsOfflineUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: UserPermissionsSFContentUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: UserPermissionsSiteforceContributorUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: UserPermissionsSiteforcePublisherUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: UserPermissionsSupportUser (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: UserPreferencesActivityRemindersPopup (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: UserPreferencesApexPagesDeveloperMode (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: UserPreferencesContentEmailAsAndWhen (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: UserPreferencesContentNoEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: UserPreferencesDisCommentAfterLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisMentionsCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisProfPostCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableAllFeedsEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: UserPreferencesDisableBookmarkEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: UserPreferencesDisableChangeCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableFileShareNotificationsForApi (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: UserPreferencesDisableFollowersEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLaterCommentEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: UserPreferencesDisableLikeEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMentionsPostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableMessageEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: UserPreferencesDisableProfilePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: UserPreferencesDisableSharePostEmail (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: UserPreferencesEnableAutoSubForFeeds (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: UserPreferencesEventRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserPreferencesHideCSNDesktopTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: UserPreferencesHideCSNGetChatterMobileTask (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: UserPreferencesLightningExperiencePreferred (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: UserPreferencesOptOutOfTouch (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: UserPreferencesReminderSoundOff (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: UserPreferencesSortFeedByComment (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: UserPreferencesTaskRemindersCheckboxDefault (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: UserRoleId (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserRoleId]
Data Type: string
Dimension: UserType (User)
Role: Discrete Dimension
Remote Column: [Manager].[UserType]
Data Type: string
Dimension: Username (User)
Role: Discrete Dimension
Remote Column: [Manager].[Username]
Data Type: string
Opportunities
Dimension: AccountId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[AccountId]
Data Type: string
Dimension: Campaign ID
Role: Discrete Dimension
Remote Column: [Opportunities].[CampaignId]
Data Type: string
Dimension: Close Date
Role: Discrete Dimension
Remote Column: [Opportunities].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[CreatedDate]
Data Type: datetime
Dimension: Current Generator(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[CurrentGenerators__c]
Data Type: string
Dimension: Delivery/Installation Status
Role: Discrete Dimension
Remote Column: [Opportunities].[DeliveryInstallationStatus__c]
Data Type: string
Dimension: Fiscal Period
Role: Discrete Dimension
Remote Column: [Opportunities].[Fiscal]
Data Type: string
Dimension: Fiscal Quarter
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalQuarter]
Data Type: integer
Dimension: Fiscal Year
Role: Continous Dimension
Remote Column: [Opportunities].[FiscalYear]
Data Type: integer
Dimension: Forecast Category1
Role: Discrete Dimension
Remote Column: [Opportunities].[ForecastCategoryName]
Data Type: string
Dimension: Has Line Item
Role: Discrete Dimension
Remote Column: [Opportunities].[HasOpportunityLineItem]
Data Type: boolean
Dimension: IsDeleted (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[IsDeleted]
Data Type: boolean
Dimension: LastActivityDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastActivityDate]
Data Type: date
Dimension: LastModifiedById (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[LastModifiedDate]
Data Type: datetime
Dimension: Lead Source
Role: Discrete Dimension
Remote Column: [Opportunities].[LeadSource]
Data Type: string
Dimension: Main Competitor(s)
Role: Discrete Dimension
Remote Column: [Opportunities].[MainCompetitors__c]
Data Type: string
Dimension: Next Step
Role: Discrete Dimension
Remote Column: [Opportunities].[NextStep]
Data Type: string
Dimension: Opportunity ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Id]
Data Type: string
Dimension: Order Number
Role: Discrete Dimension
Remote Column: [Opportunities].[OrderNumber__c]
Data Type: string
Dimension: OwnerId (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[OwnerId]
Data Type: string
Dimension: Price Book ID
Role: Discrete Dimension
Remote Column: [Opportunities].[Pricebook2Id]
Data Type: string
Dimension: Private
Role: Discrete Dimension
Remote Column: [Opportunities].[IsPrivate]
Data Type: boolean
Dimension: Probability (%)
Role: Discrete Dimension
Remote Column: [Opportunities].[Probability]
Data Type: real
Aggregation: Sum
Dimension: Stage
Role: Discrete Dimension
Remote Column: [Opportunities].[StageName]
Data Type: string
Dimension: SystemModstamp (Opportunities)
Role: Discrete Dimension
Remote Column: [Opportunities].[SystemModstamp]
Data Type: datetime
Dimension: Tracking Number
Role: Discrete Dimension
Remote Column: [Opportunities].[TrackingNumber__c]
Data Type: string
Dimension: Won
Role: Discrete Dimension
Remote Column: [Opportunities].[IsWon]
Data Type: boolean
OpportunityHistory
Dimension: CloseDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CloseDate]
Data Type: date
Dimension: CreatedById (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[CreatedDate]
Data Type: datetime
Dimension: IsDeleted (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[IsDeleted]
Data Type: boolean
Dimension: OpportunityId (Opportunity History)
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[OpportunityId]
Data Type: string
Dimension: To ForecastCategory
Role: Discrete Dimension
Remote Column: [OpportunityHistory].[ForecastCategory]
Data Type: string
OpportunityLineItem
Dimension: CreatedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[CreatedDate]
Data Type: datetime
Dimension: Date
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[ServiceDate]
Data Type: date
Dimension: IsDeleted (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[IsDeleted]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[LastModifiedDate]
Data Type: datetime
Dimension: Line Description
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[Description]
Data Type: string
Dimension: OpportunityId (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[OpportunityId]
Data Type: string
Dimension: Price Book Entry ID
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[PricebookEntryId]
Data Type: string
Dimension: SystemModstamp (Opportunity Product)
Role: Discrete Dimension
Remote Column: [OpportunityLineItem].[SystemModstamp]
Data Type: datetime
OpportunityStage
Dimension: CreatedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedById]
Data Type: string
Dimension: CreatedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[CreatedDate]
Data Type: datetime
Dimension: Description
Role: Discrete Dimension
Remote Column: [OpportunityStage].[Description]
Data Type: string
Dimension: Forecast Category Name
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategoryName]
Data Type: string
Dimension: ForecastCategory (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[ForecastCategory]
Data Type: string
Dimension: Is Active
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsActive]
Data Type: boolean
Dimension: IsClosed (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsClosed]
Data Type: boolean
Dimension: IsWon (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[IsWon]
Data Type: boolean
Dimension: LastModifiedById (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedById]
Data Type: string
Dimension: LastModifiedDate (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[LastModifiedDate]
Data Type: datetime
Dimension: Master Label
Role: Discrete Dimension
Remote Column: [OpportunityStage].[MasterLabel]
Data Type: string
Dimension: SortOrder (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SortOrder]
Data Type: integer
Aggregation: Sum
Dimension: SystemModstamp (Opportunity Stage)
Role: Discrete Dimension
Remote Column: [OpportunityStage].[SystemModstamp]
Data Type: datetime
Owned By
Dimension: About Me
Role: Discrete Dimension
Remote Column: [Owned By].[AboutMe]
Data Type: string
Dimension: Account ID
Role: Discrete Dimension
Remote Column: [Owned By].[AccountId]
Data Type: string
Dimension: Active
Role: Discrete Dimension
Remote Column: [Owned By].[IsActive]
Data Type: boolean
Dimension: Activity Reminders Popup
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesActivityRemindersPopup]
Data Type: boolean
Dimension: Admin Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesAdminInfoEmails]
Data Type: boolean
Dimension: Alias
Role: Discrete Dimension
Remote Column: [Owned By].[Alias]
Data Type: string
Dimension: Allow Forecasting
Role: Discrete Dimension
Remote Column: [Owned By].[ForecastEnabled]
Data Type: boolean
Dimension: Apex Mobile User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMobileUser]
Data Type: boolean
Dimension: Apex Pages Developer Mode
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesApexPagesDeveloperMode]
Data Type: boolean
Dimension: Auto-login To Call Center
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsCallCenterAutoLogin]
Data Type: boolean
Dimension: Call Center ID
Role: Discrete Dimension
Remote Column: [Owned By].[CallCenterId]
Data Type: string
Dimension: Cell
Role: Discrete Dimension
Remote Column: [Owned By].[MobilePhone]
Data Type: string
Dimension: Chatter Email Highlights Frequency
Role: Discrete Dimension
Remote Column: [Owned By].[DigestFrequency]
Data Type: string
Dimension: City
Role: Discrete Dimension
Remote Column: [Owned By].[City]
Data Type: string
Dimension: Company Name
Role: Discrete Dimension
Remote Column: [Owned By].[CompanyName]
Data Type: string
Dimension: Contact ID
Role: Discrete Dimension
Remote Column: [Owned By].[ContactId]
Data Type: string
Dimension: Content Email As And When
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentEmailAsAndWhen]
Data Type: boolean
Dimension: Content No Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesContentNoEmail]
Data Type: boolean
Dimension: Country
Role: Discrete Dimension
Remote Column: [Owned By].[Country]
Data Type: string
Dimension: Created By ID
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedById]
Data Type: string
Dimension: Created Date
Role: Discrete Dimension
Remote Column: [Owned By].[CreatedDate]
Data Type: datetime
Dimension: Data.com User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsJigsawProspectingUser]
Data Type: boolean
Dimension: Default Notification Frequency when Joining Groups
Role: Discrete Dimension
Remote Column: [Owned By].[DefaultGroupNotificationFrequency]
Data Type: string
Dimension: Delegated Approver ID
Role: Discrete Dimension
Remote Column: [Owned By].[DelegatedApproverId]
Data Type: string
Dimension: Department
Role: Discrete Dimension
Remote Column: [Owned By].[Department]
Data Type: string
Dimension: Dis Comment After Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisCommentAfterLikeEmail]
Data Type: boolean
Dimension: Dis Mentions Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisMentionsCommentEmail]
Data Type: boolean
Dimension: Dis Prof Post Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisProfPostCommentEmail]
Data Type: boolean
Dimension: Disable All Feeds Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableAllFeedsEmail]
Data Type: boolean
Dimension: Disable Bookmark Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableBookmarkEmail]
Data Type: boolean
Dimension: Disable Change Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableChangeCommentEmail]
Data Type: boolean
Dimension: Disable File Share Notifications For Api
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFileShareNotificationsForApi]
Data Type: boolean
Dimension: Disable Followers Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableFollowersEmail]
Data Type: boolean
Dimension: Disable Later Comment Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLaterCommentEmail]
Data Type: boolean
Dimension: Disable Like Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableLikeEmail]
Data Type: boolean
Dimension: Disable Mentions Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMentionsPostEmail]
Data Type: boolean
Dimension: Disable Message Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableMessageEmail]
Data Type: boolean
Dimension: Disable Profile Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableProfilePostEmail]
Data Type: boolean
Dimension: Disable Share Post Email
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesDisableSharePostEmail]
Data Type: boolean
Dimension: Division
Role: Discrete Dimension
Remote Column: [Owned By].[Division]
Data Type: string
Dimension: E-mail
Role: Discrete Dimension
Remote Column: [Owned By].[Email]
Data Type: string
Dimension: Email Encoding
Role: Discrete Dimension
Remote Column: [Owned By].[EmailEncodingKey]
Data Type: string
Dimension: Employee Number
Role: Discrete Dimension
Remote Column: [Owned By].[EmployeeNumber]
Data Type: string
Dimension: Enable Auto Sub For Feeds
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEnableAutoSubForFeeds]
Data Type: boolean
Dimension: Event Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesEventRemindersCheckboxDefault]
Data Type: boolean
Dimension: Extension
Role: Discrete Dimension
Remote Column: [Owned By].[Extension]
Data Type: string
Dimension: Fax
Role: Discrete Dimension
Remote Column: [Owned By].[Fax]
Data Type: string
Dimension: First Name
Role: Discrete Dimension
Remote Column: [Owned By].[FirstName]
Data Type: string
Dimension: Force.com Flow User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsInteractionUser]
Data Type: boolean
Dimension: Hide CSN Desktop Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNDesktopTask]
Data Type: boolean
Dimension: Hide CSN Get Chatter Mobile Task
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesHideCSNGetChatterMobileTask]
Data Type: boolean
Dimension: Info Emails
Role: Discrete Dimension
Remote Column: [Owned By].[ReceivesInfoEmails]
Data Type: boolean
Dimension: Knowledge User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsKnowledgeUser]
Data Type: boolean
Dimension: Language
Role: Discrete Dimension
Remote Column: [Owned By].[LanguageLocaleKey]
Data Type: string
Dimension: Last Login
Role: Discrete Dimension
Remote Column: [Owned By].[LastLoginDate]
Data Type: datetime
Dimension: Last Modified By ID
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedById]
Data Type: string
Dimension: Last Modified Date
Role: Discrete Dimension
Remote Column: [Owned By].[LastModifiedDate]
Data Type: datetime
Dimension: Last Name
Role: Discrete Dimension
Remote Column: [Owned By].[LastName]
Data Type: string
Dimension: Last Password Change or Reset
Role: Discrete Dimension
Remote Column: [Owned By].[LastPasswordChangeDate]
Data Type: datetime
Dimension: LightningExperiencePreferred
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesLightningExperiencePreferred]
Data Type: boolean
Dimension: Locale
Role: Discrete Dimension
Remote Column: [Owned By].[LocaleSidKey]
Data Type: string
Dimension: Manager ID
Role: Discrete Dimension
Remote Column: [Owned By].[ManagerId]
Data Type: string
Dimension: Marketing User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsMarketingUser]
Data Type: boolean
Dimension: Nickname
Role: Discrete Dimension
Remote Column: [Owned By].[CommunityNickname]
Data Type: string
Dimension: Offline Edition Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflineTrialExpirationDate]
Data Type: datetime
Dimension: Offline User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsOfflineUser]
Data Type: boolean
Dimension: Opt Out Of Touch
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesOptOutOfTouch]
Data Type: boolean
Dimension: Phone
Role: Discrete Dimension
Remote Column: [Owned By].[Phone]
Data Type: string
Dimension: Profile ID
Role: Discrete Dimension
Remote Column: [Owned By].[ProfileId]
Data Type: string
Dimension: Reminder Sound Off
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesReminderSoundOff]
Data Type: boolean
Dimension: Role ID
Role: Discrete Dimension
Remote Column: [Owned By].[UserRoleId]
Data Type: string
Dimension: SAML Federation ID
Role: Discrete Dimension
Remote Column: [Owned By].[FederationIdentifier]
Data Type: string
Dimension: Sales Anywhere Trial Expiration Date
Role: Discrete Dimension
Remote Column: [Owned By].[OfflinePdaTrialExpirationDate]
Data Type: datetime
Dimension: Salesforce CRM Content User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSFContentUser]
Data Type: boolean
Dimension: Service Cloud User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSupportUser]
Data Type: boolean
Dimension: Site.com Contributor User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforceContributorUser]
Data Type: boolean
Dimension: Site.com Publisher User
Role: Discrete Dimension
Remote Column: [Owned By].[UserPermissionsSiteforcePublisherUser]
Data Type: boolean
Dimension: SortFeedByComment
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesSortFeedByComment]
Data Type: boolean
Dimension: State/Province
Role: Discrete Dimension
Remote Column: [Owned By].[State]
Data Type: string
Dimension: Street
Role: Discrete Dimension
Remote Column: [Owned By].[Street]
Data Type: string
Dimension: System Modstamp
Role: Discrete Dimension
Remote Column: [Owned By].[SystemModstamp]
Data Type: datetime
Dimension: Task Reminders Checkbox Default
Role: Discrete Dimension
Remote Column: [Owned By].[UserPreferencesTaskRemindersCheckboxDefault]
Data Type: boolean
Dimension: Time Zone
Role: Discrete Dimension
Remote Column: [Owned By].[TimeZoneSidKey]
Data Type: string
Dimension: Title
Role: Discrete Dimension
Remote Column: [Owned By].[Title]
Data Type: string
Dimension: Url for Thumbnail sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[SmallPhotoUrl]
Data Type: string
Dimension: Url for full-sized Photo
Role: Discrete Dimension
Remote Column: [Owned By].[FullPhotoUrl]
Data Type: string
Dimension: User Type
Role: Discrete Dimension
Remote Column: [Owned By].[UserType]
Data Type: string
Dimension: Username
Role: Discrete Dimension
Remote Column: [Owned By].[Username]
Data Type: string
Dimension: Zip/Postal Code
Role: Discrete Dimension
Remote Column: [Owned By].[PostalCode]
Data Type: string
Calculated/Other
Dimension: Measure Names
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: CreatedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: CreatedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: IsActive (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsActive (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Price Book Entry)
Role: Discrete Dimension
Data Type: boolean
Dimension: IsDeleted (Product)
Role: Discrete Dimension
Data Type: boolean
Dimension: LastModifiedById (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedById (Product)
Role: Discrete Dimension
Data Type: string
Dimension: LastModifiedDate (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: LastModifiedDate (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: NCS_TestData__Populated__c (Account)
Role: Discrete Dimension
Data Type: boolean
Dimension: Name (Product)
Role: Discrete Dimension
Data Type: string
Dimension: Populate Account
Role: Discrete Dimension
Data Type: string
Dimension: Populate Name
Role: Discrete Dimension
Data Type: string
Dimension: Populated
Role: Discrete Dimension
Data Type: boolean
Dimension: Pricebook2Id (Price Book Entry)
Role: Discrete Dimension
Data Type: string
Dimension: Product Code
Role: Discrete Dimension
Data Type: string
Dimension: Product Description
Role: Discrete Dimension
Data Type: string
Dimension: Product Family
Role: Discrete Dimension
Data Type: string
Dimension: Product ID
Role: Discrete Dimension
Data Type: string
Dimension: Product Name
Role: Discrete Dimension
Data Type: string
Dimension: ProductCode (Product)
Role: Discrete Dimension
Data Type: string
Dimension: SystemModstamp (Price Book Entry)
Role: Discrete Dimension
Data Type: datetime
Dimension: SystemModstamp (Product)
Role: Discrete Dimension
Data Type: datetime
Dimension: Use Standard Price
Role: Discrete Dimension
Data Type: boolean
Measure
Account
Measure: Annual Revenue
Role: Continous Measure
Remote Column: [Account].[AnnualRevenue]
Data Type: real
Measure: Employees
Role: Continous Measure
Remote Column: [Account].[NumberOfEmployees]
Data Type: integer
Measure: Number of Locations
Role: Continous Measure
Remote Column: [Account].[NumberofLocations__c]
Data Type: real
Measure: Id (Account)
Role: Continous Measure
Remote Column: [Account].[Id]
Data Type: string
Aggregation: Count
Measure: Account Name
Role: Continous Measure
Remote Column: [Account].[Name]
Data Type: string
Aggregation: Count
Measure: Industry
Role: Continous Measure
Remote Column: [Account].[Industry]
Data Type: string
Aggregation: Count
Manager
Measure: Id (User)
Role: Continous Measure
Remote Column: [Manager].[Id]
Data Type: string
Aggregation: Count
Measure: Name (User)
Role: Continous Measure
Remote Column: [Manager].[Name]
Data Type: string
Aggregation: Count
Opportunities
Measure: Amount
Role: Continous Measure
Remote Column: [Opportunities].[Amount]
Data Type: real
Measure: Expected Amount
Role: Continous Measure
Remote Column: [Opportunities].[ExpectedRevenue]
Data Type: real
Measure: Quantity
Role: Continous Measure
Remote Column: [Opportunities].[TotalOpportunityQuantity]
Data Type: real
Measure: Name (Opportunities)
Role: Continous Measure
Remote Column: [Opportunities].[Name]
Data Type: string
Aggregation: Count
Measure: Opportunity Type
Role: Continous Measure
Remote Column: [Opportunities].[Type]
Data Type: string
Aggregation: Count
Measure: Closed
Role: Continous Measure
Remote Column: [Opportunities].[IsClosed]
Data Type: boolean
Aggregation: Count
Measure: Forecast Category
Role: Continous Measure
Remote Column: [Opportunities].[ForecastCategory]
Data Type: string
Aggregation: Count
OpportunityHistory
Measure: Amount (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[Amount]
Data Type: real
Measure: Expected Revenue
Role: Continous Measure
Remote Column: [OpportunityHistory].[ExpectedRevenue]
Data Type: real
Measure: Probability
Role: Continous Measure
Remote Column: [OpportunityHistory].[Probability]
Data Type: real
Measure: Opportunity History ID
Role: Continous Measure
Remote Column: [OpportunityHistory].[Id]
Data Type: string
Aggregation: Count
Measure: Stage Name
Role: Continous Measure
Remote Column: [OpportunityHistory].[StageName]
Data Type: string
Aggregation: Count
Measure: SystemModstamp (Opportunity History)
Role: Continous Measure
Remote Column: [OpportunityHistory].[SystemModstamp]
Data Type: datetime
Aggregation: Year
OpportunityLineItem
Measure: List Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[ListPrice]
Data Type: real
Measure: Quantity (Opportunity Product)
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Quantity]
Data Type: real
Measure: Sales Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[UnitPrice]
Data Type: real
Measure: Total Price
Role: Continous Measure
Remote Column: [OpportunityLineItem].[TotalPrice]
Data Type: real
Measure: Line Item ID
Role: Continous Measure
Remote Column: [OpportunityLineItem].[Id]
Data Type: string
Aggregation: Count
Measure: Sort Order
Role: Continous Measure
Remote Column: [OpportunityLineItem].[SortOrder]
Data Type: integer
Aggregation: Sum
OpportunityStage
Measure: DefaultProbability (Opportunity Stage)
Role: Continous Measure
Remote Column: [OpportunityStage].[DefaultProbability]
Data Type: real
Measure: Opportunity Stage ID
Role: Continous Measure
Remote Column: [OpportunityStage].[Id]
Data Type: string
Aggregation: Count
Owned By
Measure: User ID
Role: Continous Measure
Remote Column: [Owned By].[Id]
Data Type: string
Aggregation: Count
Measure: Full Name
Role: Continous Measure
Remote Column: [Owned By].[Name]
Data Type: string
Aggregation: Count
Calculated/Other
Measure: Show Manager
Role: Discrete Measure
Data Type: string
Formula: //It is a If Statement
// It shows the managers name if a manager is selected
IIF (COUNTD([Name (User)])=1, ATTR([Name (User)])+"'s team", "All teams")
Measure: Number of Open Opportunities
Role: Continous Measure
Data Type: integer
Formula: //It is a calculation
//It shows the number of opportunities in the pipeline
ZN(COUNTD([Opportunity ID]))
Measure: @Stage Number
Role: Continous Measure
Data Type: integer
Formula: // This is an IF statement
// It will test rows of data for a particular value
// and produce an outcome if this value is met
// In this instance, if stage has a particular value it will be assigned a number
IF [Stage] = 'Prospecting' THEN 1
ELSEIF [Stage] = 'Qualification' THEN 2
ELSEIF [Stage] = 'Needs Analysis' THEN 3
ELSEIF [Stage] = 'Value Proposition' THEN 4
ELSEIF [Stage] = 'Id. Decision Makers' THEN 5
ELSEIF [Stage] = 'Perception Analysis' THEN 6
ELSEIF [Stage] = 'Proposal/ Price Quote' THEN 7
ELSEIF [Stage] = 'Negotiation/ Review' THEN 8
ELSEIF [Stage] = 'Closed Won' THEN 9
ELSE 10
END
Measure: Avg. Deal Size
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the average size of a deal
SUM({FIXED [Opportunity ID] :
MAX([Expected Amount])})
/countd([Opportunity ID])
Measure: Total Expected Amount
Role: Continous Measure
Data Type: real
Formula: //This is a Level of Detail Calculation (LOD)
// It calculates the expected amount by opportunity
{ FIXED [Opportunity ID]:
MAX([Expected Amount])}
Measure: Days spent in stage per opportunity
Role: Continous Measure
Data Type: integer
Formula: // This is a Level Of Detail (LOD) Calculation with an nested IF statement
// here for each stage within each opportunity the number of days between two dates is calculated
// if it is the latest entry for the opportunity SystemModstamp = Created Date and so the date diff will be from today
// otherwise the number of days between Created Date and SystemModstamp is required
// summarising this provides the number of days spent in each stage per opportunity
{ FIXED [Opportunity ID], [Stage Name]:
SUM(IF [SystemModstamp (Opportunity History)] = [Created Date]
THEN (DATEDIFF('day', [Created Date], TODAY()))
ELSE (DATEDIFF('day', [Created Date], [SystemModstamp (Opportunity History)]))
END)
}
Measure: Age of Opportunity
Role: Continous Measure
Data Type: integer
Formula: //This is a level of detail (LOD) with a date function date function
//for each opportunity ID the difference in days between the date an opportunity was created and today is calculated
{FIXED [Opportunity ID]:
MAX(DATEDIFF("day", [CreatedDate (Opportunities)], TODAY()))}
Measure: Measure Values
Role: Continous Measure
Data Type: real
Measure: Number of Records
Role: Continous Measure
Data Type: integer
Formula: 1
Measure: UnitPrice (Price Book Entry)
Role: Continous Measure
Data Type: real
Semantic Values
[Country].[Name]: "United States"
Dashboards
Dashboard: Open Pipeline
Worksheets
Worksheet: Manager
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Name (User)]
[Show Manager]
[Stage]
Used Remote Columns: [Manager].[Name]
[Opportunities].[StageName]
Worksheet: Total Expected Amount
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Age of Opportunity]
[Avg. Deal Size]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Forecast Category]
[Full Name]
[Industry]
[Name (User)]
[Number of Open Opportunities]
[Opportunity ID]
[Opportunity Type]
[Stage]
[Total Expected Amount]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[ForecastCategory]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Worksheet: Breakdown by Stage
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Full Name]
[Industry]
[Name (User)]
[Number of Records]
[Opportunity ID]
[SortOrder (Opportunity Stage)]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[OpportunityStage].[SortOrder]
[Owned By].[Name]
Worksheet: Total Opportunities Closing
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Full Name]
[Industry]
[Name (User)]
[Number of Records]
[Opportunity ID]
[Opportunity Type]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Worksheet: Open Opportunities by Stage
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Age of Opportunity]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Full Name]
[Industry]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[SortOrder (Opportunity Stage)]
[Stage]
[Total Expected Amount]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[OpportunityStage].[SortOrder]
[Owned By].[Name]
Worksheet: Avg Days per Opportunity
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[Created Date]
[CreatedDate (Opportunities)]
[Days spent in stage per opportunity]
[Full Name]
[Industry]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[SortOrder (Opportunity Stage)]
[Stage Name]
[Stage]
[SystemModstamp (Opportunity History)]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Manager].[Name]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[StageName]
[Opportunities].[Type]
[OpportunityHistory].[StageName]
[OpportunityHistory].[SystemModstamp]
[OpportunityStage].[SortOrder]
[Owned By].[CreatedDate]
[Owned By].[Name]
Worksheet: Top 10 Opportunities
Datasources: Opportunities (Salesforce)
Used Dimensions & Measures: [Account Name]
[Amount]
[Billing Country]
[Billing State/Province]
[Close Date]
[Closed]
[CreatedDate (Opportunities)]
[Expected Amount]
[Full Name]
[Industry]
[LastModifiedDate (Opportunities)]
[Name (Opportunities)]
[Name (User)]
[Opportunity ID]
[Opportunity Type]
[Stage]
Used Remote Columns: [Account].[BillingCountry]
[Account].[BillingState]
[Account].[Industry]
[Account].[Name]
[Manager].[Name]
[Opportunities].[Amount]
[Opportunities].[CloseDate]
[Opportunities].[CreatedDate]
[Opportunities].[ExpectedRevenue]
[Opportunities].[Id]
[Opportunities].[IsClosed]
[Opportunities].[LastModifiedDate]
[Opportunities].[Name]
[Opportunities].[StageName]
[Opportunities].[Type]
[Owned By].[Name]
Dashboard Objects:
Filter: [Opportunities (Salesforce)].[Close Date]
Filter: [Opportunities (Salesforce)].[Full Name]
Filter: [Opportunities (Salesforce)].[Billing Country]
Filter: [Opportunities (Salesforce)].[Billing State/Province]
Filter: [Opportunities (Salesforce)].[Industry]
Filter: [Opportunities (Salesforce)].[Name (User)]
Filter: [Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Text: <Sheet Name>
Text: Use Options Below to Filter
Text: Number of Open Opportunities and Average Days in Each Stage
Worksheets
Worksheet: Avg Days per Opportunity
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: Created Date
Remote Column: [Owned By].[CreatedDate]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage Name
Remote Column: [OpportunityHistory].[StageName]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Dimension: SystemModstamp (Opportunity History)
Remote Column: [OpportunityHistory].[SystemModstamp]
Continous Measure: Days spent in stage per opportunity
Marks
Mark: All
Type: Automatic
Label: <[Opportunities (Salesforce)].[Stage]>
Tooltip: Stage | <[Opportunities (Salesforce)].[Stage]>
On average opportunities are in this stage for <[Opportunities (Salesforce)].[AVG(Days spent in stage per opportunity)]> days
View
Filters: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Styles
Style: axis
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: header
Other
border-style: none
border-style: none
rows
border-width: 2
border-style: solid
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
text-align: center
font-size: 8
Style: pane
Other
border-style: none
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 2
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 4
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-color: #e6e6e6
Style: table-div
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
rows
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
line-visibility: off
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
rows
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[Close Date]
title: Close Date of Opportunities
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Breakdown by Stage
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Records
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[ATTR(Calculation_744782791712849920)]>
<[Opportunities (Salesforce)].[Opportunity ID]>
Tooltip: <[Opportunities (Salesforce)].[MY(Close Date)]>
Stage | <[Opportunities (Salesforce)].[Stage]>
Closing Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
display: false
tick-color: #00000000
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
Style: header
[Opportunities (Salesforce)].[Stage]
width: 108
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Number of Records)]
font-family: Tableau Book
[Opportunities (Salesforce)].[DAY(Close Date)]
text-format: *dd mmm
Style: pane
Other
border-style: none
background-color: #ffffff
background-color: #ffffff
Style: worksheet
rows
display-field-labels: false
cols
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
cols
line-visibility: on
line-pattern-only: solid
rows
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #c0c0c0
stroke-size: 3
rows
stroke-size: 4
stroke-color: #e6e6e6
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
stroke-color: #e6e6e6
stroke-size: 2
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: legend-title-text
[Opportunities (Salesforce)].[Stage]
color: Stages
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Manager
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Discrete Measure: Show Manager
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Show Manager]>
View
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Name (User)]
Slices: [Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: table
Other
background-color: #f2f2f3
Style: table-div
rows
line-visibility: off
cols
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
Other
font-family: taleau book
color: #555555
font-weight: normal
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Open Opportunities by Stage
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: SortOrder (Opportunity Stage)
Remote Column: [OpportunityStage].[SortOrder]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Total Expected Amount
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Bar
Label: <[Opportunities (Salesforce)].[Stage]>
<[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Tooltip: Stage | <[Opportunities (Salesforce)].[ATTR(Stage)]>
Expected Amount: <[Opportunities (Salesforce)].[SUM(Total Expected Amount)]>
Number of Open Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Stage]
Columns: [Opportunities (Salesforce)].[Opportunity ID]
Filters: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
title: Opportunities
auto-subtitle: true
height: 43
display: true
rows
stroke-color: #e6e6e6
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
cols
stroke-size: 4
line-pattern-only: solid
line-visibility: off
Style: header
[Opportunities (Salesforce)].[Stage]
width: 155
Other
border-style: none
rows
border-width: 2
border-style: solid
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
text-align: center
font-size: 8
[Opportunities (Salesforce)].[Opportunity ID]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: table
Other
show-null-value-warning: false
Style: worksheet
rows
display-field-labels: false
Style: gridline
Other
stroke-size: 2
line-pattern-only: solid
line-visibility: off
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
stroke-size: 4
rows
line-pattern-only: solid
line-visibility: off
cols
stroke-color: #e6e6e6
Style: table-div
cols
stroke-size: 2
line-pattern-only: solid
stroke-color: #f5f5f5
line-visibility: off
div-level: 1
rows
div-level: 1
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
rows
stroke-size: 2
line-visibility: on
line-pattern-only: solid
stroke-color: #f5f5f5
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
Other
font-family: Tableau Book
[Opportunities (Salesforce)].[Close Date]
title: Close Date of Opportunities
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal
Worksheet: Sheet 1
Visible: No
Marks
Mark: All
Type: Automatic
View
Worksheet: Top 10 Opportunities
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Account Name
Remote Column: [Account].[Name]
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: LastModifiedDate (Opportunities)
Remote Column: [Opportunities].[LastModifiedDate]
Discrete Dimension: Name (Opportunities)
Remote Column: [Opportunities].[Name]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Amount
Remote Column: [Opportunities].[Amount]
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Square
Tooltip: <[Opportunities (Salesforce)].[ATTR(Name (Opportunities))]> | <[Opportunities (Salesforce)].[ATTR(Stage)]>
Account Name: <[Opportunities (Salesforce)].[ATTR(Account Name)]>
Expected Amount:<[Opportunities (Salesforce)].[SUM(Expected Amount)]>
Amount:<[Opportunities (Salesforce)].[SUM(Amount)]>
Owner: <[Opportunities (Salesforce)].[Full Name]>
Last Modified: <[Opportunities (Salesforce)].[ATTR(LastModifiedDate (Opportunities))]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Name (Opportunities)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity ID]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Opportunity ID]
Styles
Style: cell
[Opportunities (Salesforce)].[Name (Opportunities)]
height: 62
Other
width: 77
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
Style: header
[Opportunities (Salesforce)].[Name (Opportunities)]
width: 224
[Opportunities (Salesforce)].[Full Name]
width: 116
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Opportunity ID]
display: false
[Opportunities (Salesforce)].[Name (Opportunities)]
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[Full Name]
font-family: Tableau Book
Style: pane
Other
border-style: none
Style: worksheet
rows
display-field-labels: false
Style: zeroline
cols
line-pattern-only: solid
line-visibility: on
Style: table-div
cols
line-visibility: off
rows
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
Style: title
Other
background-color: #f2f2f3
Worksheet: Total Expected Amount
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Forecast Category
Remote Column: [Opportunities].[ForecastCategory]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Open Opportunities
Continous Measure: Avg. Deal Size
Continous Measure: Total Expected Amount
Continous Measure: Age of Opportunity
Continous Measure: Expected Amount
Remote Column: [Opportunities].[ExpectedRevenue]
Marks
Mark: All
Type: Text
Label: <[Opportunities (Salesforce)].[Multiple Values]>
Tooltip: <[Opportunities (Salesforce)].[Measure Names()]>: <[Opportunities (Salesforce)].[Multiple Values]>
View
Columns: [Opportunities (Salesforce)].[Measure Names()]
Filters: [Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Manual Sorting: [Opportunities (Salesforce)].[Measure Names()] ASC
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Measure Names()]
[Opportunities (Salesforce)].[Forecast Category]
[Opportunities (Salesforce)].[Action (WEEK(Close Date),Stage)]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: cell
Other
text-align: center
[Opportunities (Salesforce)].[SUM(Expected Amount)]
text-format: c"$"#,##0;("$"#,##0)
[Opportunities (Salesforce)].[SUM(Total Expected Amount)]
text-format: c"$"#,##0;-"$"#,##0
Style: header
[Opportunities (Salesforce)].[Measure Names()]
height: 22
background-color: #f2f2f3
Other
border-style: none
rows
band-color: #00000000
Style: label
[Opportunities (Salesforce)].[Measure Names()]
font-family: Tableau Regular
font-size: 9
font-weight: normal
color: #333333
Style: pane
Other
border-style: none
rows
band-color: #00000000
Style: table
Other
background-color: #00000000
rows
band-size: 1
Style: worksheet
Other
font-size: 18
color: #404b73
Style: table-div
rows
line-visibility: off
cols
line-visibility: on
line-pattern-only: solid
div-level: 1
stroke-color: #e6e6e6
stroke-size: 4
Style: title
Other
font-size: 18
color: #404b73
background-color: #f2f2f3
Worksheet: Total Opportunities Closing
Visible: No
Used Datasources
Datasource: Opportunities (Salesforce)
Discrete Dimension: Billing Country
Remote Column: [Account].[BillingCountry]
Discrete Dimension: Billing State/Province
Remote Column: [Account].[BillingState]
Discrete Dimension: Close Date
Remote Column: [Opportunities].[CloseDate]
Discrete Dimension: Closed
Remote Column: [Opportunities].[IsClosed]
Discrete Dimension: CreatedDate (Opportunities)
Remote Column: [Opportunities].[CreatedDate]
Discrete Dimension: Full Name
Remote Column: [Owned By].[Name]
Discrete Dimension: Industry
Remote Column: [Account].[Industry]
Discrete Dimension: Name (User)
Remote Column: [Manager].[Name]
Discrete Dimension: Opportunity ID
Remote Column: [Opportunities].[Id]
Discrete Dimension: Opportunity Type
Remote Column: [Opportunities].[Type]
Discrete Dimension: Stage
Remote Column: [Opportunities].[StageName]
Continous Measure: Number of Records
Marks
Mark: All
Type: Area
Label: <[Opportunities (Salesforce)].[ATTR(Calculation_744782791712849920)]>
<[Opportunities (Salesforce)].[Opportunity ID]>
Tooltip: <[Opportunities (Salesforce)].[DAY(Close Date)]>
Closing Opportunities: <[Opportunities (Salesforce)].[Opportunity ID]>
View
Rows: [Opportunities (Salesforce)].[Opportunity ID]
Columns: [Opportunities (Salesforce)].[DAY(Close Date)]
Filters: [Opportunities (Salesforce)].[Action (Stage)]
[Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
Slices: [Opportunities (Salesforce)].[Billing Country]
[Opportunities (Salesforce)].[Billing State/Province]
[Opportunities (Salesforce)].[Close Date]
[Opportunities (Salesforce)].[Closed]
[Opportunities (Salesforce)].[Full Name]
[Opportunities (Salesforce)].[Industry]
[Opportunities (Salesforce)].[Name (User)]
[Opportunities (Salesforce)].[Opportunity Type]
[Opportunities (Salesforce)].[Stage]
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
[Opportunities (Salesforce)].[Action (Stage)]
Styles
Style: axis
[Opportunities (Salesforce)].[Opportunity ID]
auto-subtitle: true
display: true
width: 80
tick-color: #00000000
[Opportunities (Salesforce)].[DAY(Close Date)]
auto-subtitle: true
height: 23
rows
stroke-color: #e6e6e6
Other
line-pattern-only: solid
stroke-size: 5
line-visibility: off
Style: cell
[Opportunities (Salesforce)].[Opportunity ID]
vertical-align: center
text-align: right
vertical-align: center
text-align: right
Style: header
[Opportunities (Salesforce)].[Stage]
width: 116
Other
border-style: none
Style: label
[Opportunities (Salesforce)].[Stage]
display: true
font-family: Tableau Book
font-weight: normal
font-size: 8
[Opportunities (Salesforce)].[SUM(Number of Records)]
font-family: Tableau Book
[Opportunities (Salesforce)].[DAY(Close Date)]
font-size: 7
text-format: *dd mmm
[Opportunities (Salesforce)].[Opportunity ID]
text-orientation: 0
Style: pane
Other
border-style: none
background-color: #ffffff
background-color: #ffffff
Style: table
Other
background-color: #ffffff
Style: worksheet
rows
display-field-labels: false
Other
font-family: Tableau Book
Style: refline
refline0
fill-above: #00000000
fill-below: #00000000
line-visibility: off
text-align: center
font-weight: bold
Style: gridline
Other
line-visibility: on
line-pattern-only: solid
stroke-size: 3
stroke-color: #f5f5f5
Style: zeroline
Other
line-visibility: on
line-pattern-only: solid
stroke-color: #c0c0c0
stroke-size: 3
Style: table-div
rows
line-visibility: off
cols
stroke-size: 5
line-pattern-only: solid
line-visibility: off
Style: header-div
cols
line-pattern-only: solid
line-visibility: off
Style: title
Other
background-color: #f2f2f3
Style: quick-filter
[Opportunities (Salesforce)].[Name (User)]
title: Manager
[Opportunities (Salesforce)].[Full Name]
title: Salesperson
[Opportunities (Salesforce)].[DAY(CreatedDate (Opportunities))]
title: Created Date of Opportunities
Other
font-family: Tableau Book
Style: quick-filter-title
Other
font-family: Tableau Regular
font-size: 8
font-weight: normal