Power BI Connector for Act! CRM

Build 24.0.8963

RevenueActualVsPredicted

Generates actual vs predicted opportunity revenue.

Table Specific Information

Select

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

  • Interval supports the '=' operator.
  • Date supports the '=,>,<,>=,<=' operators.
  • FiscalYearStart supports the '=' operator.

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

SELECT * FROM RevenueActualVsPredicted

Columns

Name Type Description
Actual Integer Actual
Potential Integer Potential
Projected Integer Projected
TimePeriod String Time Period
Interval String Interval

The allowed values are Daily, Weekly, Monthly, Quarterly, Yearly.

FiscalYearStart Integer Fiscal Year Start

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 24.0.8963