Tableau Connector for Sage Intacct

Build 25.0.9434

AccountBalanceByDimensions

View containing detailed account balance by dimension data.

Columns

Name Type Description
reportingperiodname String Reporting period name. Required if not using startdate and enddate.
startdate String Opening balance date. Required if not using reportingperiodname.
enddate String Closing balance date. Required if not using reportingperiodname.
startbalance Double The startbalance of the AccountBalanceByDimensions view
periodbalance Double The periodbalance of the AccountBalanceByDimensions view
endbalance Double The endbalance of the AccountBalanceByDimensions view
currency String The currency of the AccountBalanceByDimensions view
showperiodbalancedetail String Set to true to include the periodbalancedetail amounts in the response as well as the periodbalance amount. Can only be used when contentselection is set to Actual.
periodbalancedetail_debit String The periodbalancedetail_debit of the AccountBalanceByDimensions view
periodbalancedetail_credit String The periodbalancedetail_credit of the AccountBalanceByDimensions view
periodbalancedetail_adjdebit String The periodbalancedetail_adjdebit of the AccountBalanceByDimensions view
periodbalancedetail_adjcredit String The periodbalancedetail_adjcredit of the AccountBalanceByDimensions view
contentselection Double Specifies the type of data to return. You can pull actual data (Actual), budget data (Budget) , or both (Actual and Budget). (Default: Actual)
budgetid Double ID of a GL budget to use. Applicable when pulling budget data (Budget) or both actual-and-budget data (Actual and Budget). (Default: Uses the default budget for the company if configured)
budgetcomparison Double Specifies how to compare actual data to budget data. Applicable when pulling both actual-and-budget data (Actual and Budget). Use Budget minus Actual or Actual minus Budget. (Default: Budget minus Actual)
showzerowithactivity String Specifies whether to show account activity even though the ending balance for the account is zero. Use false for No, true for Yes. (Default: false)
glaccountno String GL account number. Required if not using accountgroupname or startaccountno and endaccountno.
accountgroupname String Account group name. Required if not using glaccountno or startaccountno and endaccountno.
startaccountno String Starting GL account number. Required if not using glaccountno or accountgroupname.
endaccountno String Ending GL account number. Required if not using glaccountno or accountgroupname.
reportingbook String Reporting book ID. Reporting book ID. Use ACCRUAL or CASH depending on the company configuration. If Global Consolidations is enabled, you can provide a consolidation book ID instead. (Default: Configured reporting book ID)
adjbooks String Adjustment book IDs for journals that are enabled in the GL configuration. Use GAAP, TAX, and/or the IDs of user defined books. Do not append text to the IDs. If you need help, look at the Account Balances page in the Sage Intacct UI to see what is enabled.
includereportingbook String A comma separated list of adjbooks that will combine a reporting book with other adjustment books. Use true to include the reporting book entries with entries from the specified adjustment books, or false to return only entries for the specified adjustment books. (Default: false)
statistical String Statistical accounts. Use either include, exclude, or only. (Default: exclude)
departmentid String Department ID or department group ID. (If you pass an empty element, no filtering is performed and all department data is listed.)
dept_subs String Include department sub dimensions. (Default: true)
locationid String Location ID or location group ID. If you pass an empty element, no filtering is performed and all location data is listed. This field is required in a multi-base currency company.
loc_subs String Include location sub dimensions. (Default: true)
projectid String Project ID or project group ID.
projectid_subs String Include project sub dimensions. (Default: true)
projecttypeid String Project type. Do not use if project ID is set.
taskid String Task ID. Only available when the parent projectid is also specified.
taskid_subs String Include task sub dimensions. (Default: true)
costtypeid String Cost type ID. Only available when taskid is also specified.
costtypeid_subs String Include cost type sub dimensions. (Default: true)
customerid String Customer ID or customer group ID
customerid_subs String Include customer sub dimensions. (Default: true)
customertypeid String Customer type. Do not use if Customer ID is set.
vendorid String Vendor ID or vendor group ID
vendorid_subs String Include vendor sub dimensions. (Default: true)
vendortypeid String Vendor type. Do not use if Vendor ID is set.
employeeid String Employee ID or employee group ID
employeeid_subs String Include employee sub dimensions. (Default: true)
employeetypeid String Employee type. Do not use if Employee ID is set.
itemid String Item ID or item group ID
productlineid String Product line. Do not use if Item ID is set.
classid String Class ID or class group ID
classid_subs String Include class sub dimensions. (Default: true)
contractid String Contract ID or contract group ID
contractid_subs String Include contract sub dimensions. (Default: true)
warehouseid String Warehouse ID or warehouse group ID
warehouseid_subs String Include warehouse sub dimensions. (Default: true)
userDefinedDimensions String User defined dimensions to include
groupby String Comma-separated list of the names of standard and/or user-defined dimensions for grouping the results.

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Build 25.0.9434