Power BI Connector for Act! CRM

Build 24.0.9060

CloseReasonDetails

Generates opportunity data to summerizes how many times a reason has been closed.

Table Specific Information

Select

The connector will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The Status and CloseReason are required to make a request and the rest of the filter is executed client-side within the connector

  • Date supports the '=,>,<,>=,<=' operators.
  • Status supports the '=' operator.
  • CloseReason supports the '=' operator.

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

SELECT * FROM CloseReasonDetails where Status = 'open' and CloseReason = 'Not specified'

Columns

Name Type Description
OppId String Opp Id
OppName String Opp Name
ActualCloseDate Datetime Actual Close Date
ActualValue Integer Actual Value
CloseReason String Close Reason
Status String Status

The allowed values are open, won, lost, inactive.

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 24.0.9060