**************************************************************************************************** Location : Tableau Server Host : http://bnbrepository9/#/ Path : Tableau Samples/SalesForce Open Pipeline **************************************************************************************************** -------------------------------------------------- Datasource Opportunities (Salesforce) -------------------------------------------------- -- Query(s) SELECT [Opportunities].[Id] AS [Opportunity ID], [Opportunities].[IsDeleted] AS [IsDeleted (Opportunities)], [Opportunities].[AccountId] AS [AccountId (Opportunities)], [Opportunities].[IsPrivate] AS [Private], [Opportunities].[Name] AS [Name (Opportunities)], [Opportunities].[StageName] AS [Stage], [Opportunities].[Amount], [Opportunities].[Probability] AS [Probability (%)], [Opportunities].[ExpectedRevenue] AS [Expected Amount], [Opportunities].[TotalOpportunityQuantity] AS [Quantity], [Opportunities].[CloseDate] AS [Close Date], [Opportunities].[Type] AS [Opportunity Type], [Opportunities].[NextStep] AS [Next Step], [Opportunities].[LeadSource] AS [Lead Source], [Opportunities].[IsClosed] AS [Closed], [Opportunities].[IsWon] AS [Won], [Opportunities].[ForecastCategory] AS [Forecast Category], [Opportunities].[ForecastCategoryName] AS [Forecast Category1], [Opportunities].[CampaignId] AS [Campaign ID], [Opportunities].[HasOpportunityLineItem] AS [Has Line Item], [Opportunities].[Pricebook2Id] AS [Price Book ID], [Opportunities].[OwnerId] AS [OwnerId (Opportunities)], [Opportunities].[CreatedDate] AS [CreatedDate (Opportunities)], [Opportunities].[CreatedById] AS [CreatedById (Opportunities)], [Opportunities].[LastModifiedDate] AS [LastModifiedDate (Opportunities)], [Opportunities].[LastModifiedById] AS [LastModifiedById (Opportunities)], [Opportunities].[SystemModstamp] AS [SystemModstamp (Opportunities)], [Opportunities].[LastActivityDate] AS [LastActivityDate (Opportunities)], [Opportunities].[FiscalQuarter] AS [Fiscal Quarter], [Opportunities].[FiscalYear] AS [Fiscal Year], [Opportunities].[Fiscal] AS [Fiscal Period], [Opportunities].[DeliveryInstallationStatus__c] AS [Delivery/Installation Status], [Opportunities].[TrackingNumber__c] AS [Tracking Number], [Opportunities].[OrderNumber__c] AS [Order Number], [Opportunities].[CurrentGenerators__c] AS [Current Generator(s)], [Opportunities].[MainCompetitors__c] AS [Main Competitor(s)] FROM [Opportunity] AS [Opportunities] SELECT [Owned By].[Id] AS [User ID], [Owned By].[Username], [Owned By].[LastName] AS [Last Name], [Owned By].[FirstName] AS [First Name], [Owned By].[Name] AS [Full Name], [Owned By].[CompanyName] AS [Company Name], [Owned By].[Division], [Owned By].[Department], [Owned By].[Title], [Owned By].[Street], [Owned By].[City], [Owned By].[State] AS [State/Province], [Owned By].[PostalCode] AS [Zip/Postal Code], [Owned By].[Country], [Owned By].[Email] AS [E-mail], [Owned By].[Phone], [Owned By].[Fax], [Owned By].[MobilePhone] AS [Cell], [Owned By].[Alias], [Owned By].[CommunityNickname] AS [Nickname], [Owned By].[IsActive] AS [Active], [Owned By].[TimeZoneSidKey] AS [Time Zone], [Owned By].[UserRoleId] AS [Role ID], [Owned By].[LocaleSidKey] AS [Locale], [Owned By].[ReceivesInfoEmails] AS [Info Emails], [Owned By].[ReceivesAdminInfoEmails] AS [Admin Info Emails], [Owned By].[EmailEncodingKey] AS [Email Encoding], [Owned By].[ProfileId] AS [Profile ID], [Owned By].[UserType] AS [User Type], [Owned By].[LanguageLocaleKey] AS [Language], [Owned By].[EmployeeNumber] AS [Employee Number], [Owned By].[DelegatedApproverId] AS [Delegated Approver ID], [Owned By].[ManagerId] AS [Manager ID], [Owned By].[LastLoginDate] AS [Last Login], [Owned By].[LastPasswordChangeDate] AS [Last Password Change or Reset], [Owned By].[CreatedDate] AS [Created Date], [Owned By].[CreatedById] AS [Created By ID], [Owned By].[LastModifiedDate] AS [Last Modified Date], [Owned By].[LastModifiedById] AS [Last Modified By ID], [Owned By].[SystemModstamp] AS [System Modstamp], [Owned By].[OfflineTrialExpirationDate] AS [Offline Edition Trial Expiration Date], [Owned By].[OfflinePdaTrialExpirationDate] AS [Sales Anywhere Trial Expiration Date], [Owned By].[UserPermissionsMarketingUser] AS [Marketing User], [Owned By].[UserPermissionsOfflineUser] AS [Offline User], [Owned By].[UserPermissionsCallCenterAutoLogin] AS [Auto-login To Call Center], [Owned By].[UserPermissionsMobileUser] AS [Apex Mobile User], [Owned By].[UserPermissionsSFContentUser] AS [Salesforce CRM Content User], [Owned By].[UserPermissionsKnowledgeUser] AS [Knowledge User], [Owned By].[UserPermissionsInteractionUser] AS [Force.com Flow User], [Owned By].[UserPermissionsSupportUser] AS [Service Cloud User], [Owned By].[UserPermissionsJigsawProspectingUser] AS [Data.com User], [Owned By].[UserPermissionsSiteforceContributorUser] AS [Site.com Contributor User], [Owned By].[UserPermissionsSiteforcePublisherUser] AS [Site.com Publisher User], [Owned By].[ForecastEnabled] AS [Allow Forecasting], [Owned By].[UserPreferencesActivityRemindersPopup] AS [ActivityRemindersPopup], [Owned By].[UserPreferencesEventRemindersCheckboxDefault] AS [EventRemindersCheckboxDefault], [Owned By].[UserPreferencesTaskRemindersCheckboxDefault] AS [TaskRemindersCheckboxDefault], [Owned By].[UserPreferencesReminderSoundOff] AS [ReminderSoundOff], [Owned By].[UserPreferencesDisableAllFeedsEmail] AS [DisableAllFeedsEmail], [Owned By].[UserPreferencesDisableFollowersEmail] AS [DisableFollowersEmail], [Owned By].[UserPreferencesDisableProfilePostEmail] AS [DisableProfilePostEmail], [Owned By].[UserPreferencesDisableChangeCommentEmail] AS [DisableChangeCommentEmail], [Owned By].[UserPreferencesDisableLaterCommentEmail] AS [DisableLaterCommentEmail], [Owned By].[UserPreferencesDisProfPostCommentEmail] AS [DisProfPostCommentEmail], [Owned By].[UserPreferencesContentNoEmail] AS [ContentNoEmail], [Owned By].[UserPreferencesContentEmailAsAndWhen] AS [ContentEmailAsAndWhen], [Owned By].[UserPreferencesApexPagesDeveloperMode] AS [ApexPagesDeveloperMode], [Owned By].[UserPreferencesHideCSNGetChatterMobileTask] AS [HideCSNGetChatterMobileTask], [Owned By].[UserPreferencesDisableMentionsPostEmail] AS [DisableMentionsPostEmail], [Owned By].[UserPreferencesDisMentionsCommentEmail] AS [DisMentionsCommentEmail], [Owned By].[UserPreferencesHideCSNDesktopTask] AS [HideCSNDesktopTask], [Owned By].[UserPreferencesDisCommentAfterLikeEmail] AS [DisCommentAfterLikeEmail], [Owned By].[UserPreferencesDisableLikeEmail] AS [DisableLikeEmail], [Owned By].[UserPreferencesSortFeedByComment] AS [SortFeedByComment], [Owned By].[UserPreferencesDisableMessageEmail] AS [DisableMessageEmail], [Owned By].[UserPreferencesOptOutOfTouch] AS [OptOutOfTouch], [Owned By].[UserPreferencesDisableBookmarkEmail] AS [DisableBookmarkEmail], [Owned By].[UserPreferencesDisableSharePostEmail] AS [DisableSharePostEmail], [Owned By].[UserPreferencesEnableAutoSubForFeeds] AS [EnableAutoSubForFeeds], [Owned By].[UserPreferencesDisableFileShareNotificationsForApi] AS [DisableFileShareNotificationsForApi], [Owned By].[UserPreferencesLightningExperiencePreferred] AS [LightningExperiencePreferred], [Owned By].[ContactId] AS [Contact ID], [Owned By].[AccountId] AS [Account ID], [Owned By].[CallCenterId] AS [Call Center ID], [Owned By].[Extension], [Owned By].[FederationIdentifier] AS [SAML Federation ID], [Owned By].[AboutMe] AS [About Me], [Owned By].[FullPhotoUrl] AS [Url for full-sized Photo], [Owned By].[SmallPhotoUrl] AS [Url for Thumbnail sized Photo], [Owned By].[DigestFrequency] AS [Chatter Email Highlights Frequency], [Owned By].[DefaultGroupNotificationFrequency] AS [Default Notification Frequency when Joining Groups] FROM [User] AS [Owned By] SELECT [Account].[Id] AS [Id (Account)], [Account].[IsDeleted] AS [Deleted], [Account].[MasterRecordId] AS [Master Record ID], [Account].[Name] AS [Account Name], [Account].[Type] AS [Account Type], [Account].[ParentId] AS [Parent Account ID], [Account].[BillingStreet] AS [Billing Street], [Account].[BillingCity] AS [Billing City], [Account].[BillingState] AS [Billing State/Province], [Account].[BillingPostalCode] AS [Billing Zip/Postal Code], [Account].[BillingCountry] AS [Billing Country], [Account].[ShippingStreet] AS [Shipping Street], [Account].[ShippingCity] AS [Shipping City], [Account].[ShippingState] AS [Shipping State/Province], [Account].[ShippingPostalCode] AS [Shipping Zip/Postal Code], [Account].[ShippingCountry] AS [Shipping Country], [Account].[Phone] AS [Account Phone], [Account].[Fax] AS [Account Fax], [Account].[AccountNumber] AS [Account Number], [Account].[Website], [Account].[Sic] AS [SIC Code], [Account].[Industry], [Account].[AnnualRevenue] AS [Annual Revenue], [Account].[NumberOfEmployees] AS [Employees], [Account].[Ownership], [Account].[TickerSymbol] AS [Ticker Symbol], [Account].[Rating] AS [Account Rating], [Account].[Site] AS [Account Site], [Account].[OwnerId] AS [Owner ID], [Account].[CreatedDate] AS [CreatedDate (Account)], [Account].[CreatedById] AS [CreatedById (Account)], [Account].[LastModifiedDate] AS [LastModifiedDate (Account)], [Account].[LastModifiedById] AS [LastModifiedById (Account)], [Account].[SystemModstamp] AS [SystemModstamp (Account)], [Account].[LastActivityDate] AS [Last Activity], [Account].[Jigsaw] AS [Data.com Key], [Account].[JigsawCompanyId] AS [Jigsaw Company ID], [Account].[CleanStatus] AS [Clean Status], [Account].[AccountSource] AS [Account Source], [Account].[DunsNumber] AS [D-U-N-S Number], [Account].[Tradestyle], [Account].[NaicsCode] AS [NAICS Code], [Account].[NaicsDesc] AS [NAICS Description], [Account].[YearStarted] AS [Year Started], [Account].[SicDesc] AS [SIC Description], [Account].[DandbCompanyId] AS [D&B Company ID], [Account].[CustomerPriority__c] AS [Customer Priority], [Account].[SLA__c] AS [SLA], [Account].[Active__c] AS [Active__c (Account)], [Account].[NumberofLocations__c] AS [Number of Locations], [Account].[UpsellOpportunity__c] AS [Upsell Opportunity], [Account].[SLASerialNumber__c] AS [SLA Serial Number], [Account].[SLAExpirationDate__c] AS [SLA Expiration Date] FROM [Account] SELECT [Manager].[Id] AS [Id (User)], [Manager].[Username] AS [Username (User)], [Manager].[LastName] AS [LastName (User)], [Manager].[FirstName] AS [FirstName (User)], [Manager].[Name] AS [Name (User)], [Manager].[CompanyName] AS [CompanyName (User)], [Manager].[Division] AS [Division (User)], [Manager].[Department] AS [Department (User)], [Manager].[Title] AS [Title (User)], [Manager].[Street] AS [Street (User)], [Manager].[City] AS [City (User)], [Manager].[State] AS [State (User)], [Manager].[PostalCode] AS [PostalCode (User)], [Manager].[Country] AS [Country (User)], [Manager].[Email], [Manager].[Phone] AS [Phone (User)], [Manager].[Fax] AS [Fax (User)], [Manager].[MobilePhone] AS [MobilePhone (User)], [Manager].[Alias] AS [Alias (User)], [Manager].[CommunityNickname] AS [CommunityNickname (User)], [Manager].[IsActive] AS [IsActive (User)], [Manager].[TimeZoneSidKey] AS [TimeZoneSidKey (User)], [Manager].[UserRoleId] AS [UserRoleId (User)], [Manager].[LocaleSidKey] AS [LocaleSidKey (User)], [Manager].[ReceivesInfoEmails] AS [ReceivesInfoEmails (User)], [Manager].[ReceivesAdminInfoEmails] AS [ReceivesAdminInfoEmails (User)], [Manager].[EmailEncodingKey] AS [EmailEncodingKey (User)], [Manager].[ProfileId] AS [ProfileId (User)], [Manager].[UserType] AS [UserType (User)], [Manager].[LanguageLocaleKey] AS [LanguageLocaleKey (User)], [Manager].[EmployeeNumber] AS [EmployeeNumber (User)], [Manager].[DelegatedApproverId] AS [DelegatedApproverId (User)], [Manager].[ManagerId] AS [ManagerId (User)], [Manager].[LastLoginDate] AS [LastLoginDate (User)], [Manager].[LastPasswordChangeDate] AS [LastPasswordChangeDate (User)], [Manager].[CreatedDate] AS [CreatedDate (User)], [Manager].[CreatedById] AS [CreatedById (User)], [Manager].[LastModifiedDate] AS [LastModifiedDate (User)], [Manager].[LastModifiedById] AS [LastModifiedById (User)], [Manager].[SystemModstamp] AS [SystemModstamp (User)], [Manager].[OfflineTrialExpirationDate] AS [OfflineTrialExpirationDate (User)], [Manager].[OfflinePdaTrialExpirationDate] AS [OfflinePdaTrialExpirationDate (User)], [Manager].[UserPermissionsMarketingUser] AS [UserPermissionsMarketingUser (User)], [Manager].[UserPermissionsOfflineUser] AS [UserPermissionsOfflineUser (User)], [Manager].[UserPermissionsCallCenterAutoLogin] AS [UserPermissionsCallCenterAutoLogin (User)], [Manager].[UserPermissionsMobileUser] AS [UserPermissionsMobileUser (User)], [Manager].[UserPermissionsSFContentUser] AS [UserPermissionsSFContentUser (User)], [Manager].[UserPermissionsKnowledgeUser] AS [UserPermissionsKnowledgeUser (User)], [Manager].[UserPermissionsInteractionUser] AS [UserPermissionsInteractionUser (User)], [Manager].[UserPermissionsSupportUser] AS [UserPermissionsSupportUser (User)], [Manager].[UserPermissionsJigsawProspectingUser] AS [UserPermissionsJigsawProspectingUser (User)], [Manager].[UserPermissionsSiteforceContributorUser] AS [UserPermissionsSiteforceContributorUser (User)], [Manager].[UserPermissionsSiteforcePublisherUser] AS [UserPermissionsSiteforcePublisherUser (User)], [Manager].[ForecastEnabled] AS [ForecastEnabled (User)], [Manager].[UserPreferencesActivityRemindersPopup] AS [UserPreferencesActivityRemindersPopup (User)], [Manager].[UserPreferencesEventRemindersCheckboxDefault] AS [UserPreferencesEventRemindersCheckboxDefault (User)], [Manager].[UserPreferencesTaskRemindersCheckboxDefault] AS [UserPreferencesTaskRemindersCheckboxDefault (User)], [Manager].[UserPreferencesReminderSoundOff] AS [UserPreferencesReminderSoundOff (User)], [Manager].[UserPreferencesDisableAllFeedsEmail] AS [UserPreferencesDisableAllFeedsEmail (User)], [Manager].[UserPreferencesDisableFollowersEmail] AS [UserPreferencesDisableFollowersEmail (User)], [Manager].[UserPreferencesDisableProfilePostEmail] AS [UserPreferencesDisableProfilePostEmail (User)], [Manager].[UserPreferencesDisableChangeCommentEmail] AS [UserPreferencesDisableChangeCommentEmail (User)], [Manager].[UserPreferencesDisableLaterCommentEmail] AS [UserPreferencesDisableLaterCommentEmail (User)], [Manager].[UserPreferencesDisProfPostCommentEmail] AS [UserPreferencesDisProfPostCommentEmail (User)], [Manager].[UserPreferencesContentNoEmail] AS [UserPreferencesContentNoEmail (User)], [Manager].[UserPreferencesContentEmailAsAndWhen] AS [UserPreferencesContentEmailAsAndWhen (User)], [Manager].[UserPreferencesApexPagesDeveloperMode] AS [UserPreferencesApexPagesDeveloperMode (User)], [Manager].[UserPreferencesHideCSNGetChatterMobileTask] AS [UserPreferencesHideCSNGetChatterMobileTask (User)], [Manager].[UserPreferencesDisableMentionsPostEmail] AS [UserPreferencesDisableMentionsPostEmail (User)], [Manager].[UserPreferencesDisMentionsCommentEmail] AS [UserPreferencesDisMentionsCommentEmail (User)], [Manager].[UserPreferencesHideCSNDesktopTask] AS [UserPreferencesHideCSNDesktopTask (User)], [Manager].[UserPreferencesDisCommentAfterLikeEmail] AS [UserPreferencesDisCommentAfterLikeEmail (User)], [Manager].[UserPreferencesDisableLikeEmail] AS [UserPreferencesDisableLikeEmail (User)], [Manager].[UserPreferencesSortFeedByComment] AS [UserPreferencesSortFeedByComment (User)], [Manager].[UserPreferencesDisableMessageEmail] AS [UserPreferencesDisableMessageEmail (User)], [Manager].[UserPreferencesOptOutOfTouch] AS [UserPreferencesOptOutOfTouch (User)], [Manager].[UserPreferencesDisableBookmarkEmail] AS [UserPreferencesDisableBookmarkEmail (User)], [Manager].[UserPreferencesDisableSharePostEmail] AS [UserPreferencesDisableSharePostEmail (User)], [Manager].[UserPreferencesEnableAutoSubForFeeds] AS [UserPreferencesEnableAutoSubForFeeds (User)], [Manager].[UserPreferencesDisableFileShareNotificationsForApi] AS [UserPreferencesDisableFileShareNotificationsForApi (User)], [Manager].[UserPreferencesLightningExperiencePreferred] AS [UserPreferencesLightningExperiencePreferred (User)], [Manager].[ContactId] AS [ContactId (User)], [Manager].[AccountId] AS [AccountId (User)], [Manager].[CallCenterId] AS [CallCenterId (User)], [Manager].[Extension] AS [Extension (User)], [Manager].[FederationIdentifier] AS [FederationIdentifier (User)], [Manager].[AboutMe] AS [AboutMe (User)], [Manager].[FullPhotoUrl] AS [FullPhotoUrl (User)], [Manager].[SmallPhotoUrl] AS [Photo], [Manager].[DigestFrequency] AS [DigestFrequency (User)], [Manager].[DefaultGroupNotificationFrequency] AS [DefaultGroupNotificationFrequency (User)] FROM [User] AS [Manager] SELECT [OpportunityLineItem].[Id] AS [Line Item ID], [OpportunityLineItem].[OpportunityId] AS [OpportunityId (Opportunity Product)], [OpportunityLineItem].[SortOrder] AS [Sort Order], [OpportunityLineItem].[PricebookEntryId] AS [Price Book Entry ID], [OpportunityLineItem].[Quantity] AS [Quantity (Opportunity Product)], [OpportunityLineItem].[TotalPrice] AS [Total Price], [OpportunityLineItem].[UnitPrice] AS [Sales Price], [OpportunityLineItem].[ListPrice] AS [List Price], [OpportunityLineItem].[ServiceDate] AS [Date], [OpportunityLineItem].[Description] AS [Line Description], [OpportunityLineItem].[CreatedDate] AS [CreatedDate (Opportunity Product)], [OpportunityLineItem].[CreatedById] AS [CreatedById (Opportunity Product)], [OpportunityLineItem].[LastModifiedDate] AS [LastModifiedDate (Opportunity Product)], [OpportunityLineItem].[LastModifiedById] AS [LastModifiedById (Opportunity Product)], [OpportunityLineItem].[SystemModstamp] AS [SystemModstamp (Opportunity Product)], [OpportunityLineItem].[IsDeleted] AS [IsDeleted (Opportunity Product)] FROM [OpportunityLineItem] SELECT [OpportunityHistory].[Id] AS [Opportunity History ID], [OpportunityHistory].[OpportunityId] AS [OpportunityId (Opportunity History)], [OpportunityHistory].[CreatedById] AS [CreatedById (Opportunity History)], [OpportunityHistory].[CreatedDate] AS [CreatedDate (Opportunity History)], [OpportunityHistory].[StageName] AS [Stage Name], [OpportunityHistory].[Amount] AS [Amount (Opportunity History)], [OpportunityHistory].[ExpectedRevenue] AS [Expected Revenue], [OpportunityHistory].[CloseDate] AS [CloseDate (Opportunity History)], [OpportunityHistory].[Probability], [OpportunityHistory].[ForecastCategory] AS [To ForecastCategory], [OpportunityHistory].[SystemModstamp] AS [SystemModstamp (Opportunity History)], [OpportunityHistory].[IsDeleted] AS [IsDeleted (Opportunity History)] FROM [OpportunityHistory] SELECT [OpportunityStage].[Id] AS [Opportunity Stage ID], [OpportunityStage].[MasterLabel] AS [Master Label], [OpportunityStage].[IsActive] AS [Is Active], [OpportunityStage].[SortOrder] AS [SortOrder (Opportunity Stage)], [OpportunityStage].[IsClosed] AS [IsClosed (Opportunity Stage)], [OpportunityStage].[IsWon] AS [IsWon (Opportunity Stage)], [OpportunityStage].[ForecastCategory] AS [ForecastCategory (Opportunity Stage)], [OpportunityStage].[ForecastCategoryName] AS [Forecast Category Name], [OpportunityStage].[DefaultProbability] AS [DefaultProbability (Opportunity Stage)], [OpportunityStage].[Description], [OpportunityStage].[CreatedById] AS [CreatedById (Opportunity Stage)], [OpportunityStage].[CreatedDate] AS [CreatedDate (Opportunity Stage)], [OpportunityStage].[LastModifiedById] AS [LastModifiedById (Opportunity Stage)], [OpportunityStage].[LastModifiedDate] AS [LastModifiedDate (Opportunity Stage)], [OpportunityStage].[SystemModstamp] AS [SystemModstamp (Opportunity Stage)] FROM [OpportunityStage]