Power BI Connector for Act! CRM

Build 24.0.8963

SalesByProductDetails

Generates opportunity sales by product detail data for a given product.

Table Specific Information

Select

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

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

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

SELECT * FROM SalesByProductDetails where ProductId = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'

Columns

Name Type Description
ClosedDate Datetime Closed Date
OppName String Opp Name
ProductName String Product Name
ProductValue Decimal Product Value
ProductId String Product 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 24.0.8963