Power BI Connector for Act! CRM

Build 24.0.9060

OpportunityCount

Generates a summary of the total number of opportunities within a stage.

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.
  • DateType supports the '=' operator.
  • ValueType supports the '=' operator.
  • ProbabilityValue supports the '=' operator.
  • ProbabilityOperation supports the '=' operator.
  • AmountValue supports the '=' operator.
  • AmountOperation supports the '=' operator.
  • OmitPrivate supports the '=' operator.
  • TypeId supports the '=' operator.
  • UserId supports the '=' operator.
  • StageId supports the '=' operator.
  • PickListItemId supports the '=' operator.
  • Status supports the '=' operator.

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

SELECT * FROM OpportunityCount where Date = '2023-03-12'

SELECT * FROM OpportunityCount

Columns

Name Type Description
Count Integer Count
Ordinal Integer Ordinal
StageId String Stage Id
StageName String Stage Name
Value Integer Value
StartTime Datetime Start Time
EndTime Datetime End Time
DateType Integer Date Type
ValueType Integer Value Type
ProbabilityValue Integer Probability
ProbabilityOperation String Probability Operation
AmountValue Decimal Amount Value
AmountOperation String Amount Operation
OmitPrivate Boolean Omit Private
TypeId String Type Id
UserId String User Id
StageId String Stage Id
PickListItemId String Pick List Item Id
Status String Status

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Build 24.0.9060