Tableau Connector for Act! CRM

Build 24.0.9062

UserActivities

Generates activity sales by user data for given users.

Table Specific Information

Select

The connector will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

  • Date supports the '=,>,<,>=,<=' operators.
  • UserId supports the '=' operator.
  • TypeId supports the '=' operator.

The connector processes other filters client-side within the connector. For example, the following queries are processed server side:

SELECT * FROM UserActivities

Columns

Name Type Description
ActivityCount Integer Activity Count
UserId String User Id
UserName String User Name
TypeId String Type Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Date Datetime Date Range of Activities By User

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Build 24.0.9062