TDV Adapter for Tableau CRM Analytics

Build 22.0.8462

Views

Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.

Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard.

Dynamic views, such as queries exposed as views, and views for looking up specific combinations of project_team work items are supported.

Tableau CRM Adapter Views

Name Description
Lens_Explore_Opportunities The Tableau CRM lens Lens_Explore_Opportunities.
Lens_Historical_Pipeline_By_Forecast The Tableau CRM lens Lens_Historical_Pipeline_By_Forecast.
Lens_Historical_Pipeline_By_Stage The Tableau CRM lens Lens_Historical_Pipeline_By_Stage.
Lens_Historical_Pipeline_Forecast_By_Quarter The Tableau CRM lens Lens_Historical_Pipeline_Forecast_By_Quarter.
Lens_Historical_Pipeline_Stage_By_Quarter The Tableau CRM lens Lens_Historical_Pipeline_Stage_By_Quarter.
Lens_Sales_Stage_Details The Tableau CRM lens Lens_Sales_Stage_Details.
Lens_X100KLens The Tableau CRM lens Lens_X100KLens.

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Build 22.0.8462