Tableau Connector for Zoho Books

Build 22.0.8479

Estimates

Retrieves list of all estimates.

Table Specific Information

Select

The connector will use the Zoho Books API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

  • CustomerId supports the '=' comparison.
  • CustomerName supports the '=' comparison.
  • Date supports the '=,<,>' comparisons.
  • EstimateNumber supports the '=' comparison.
  • ExpiryDate supports the '=' comparison.
  • ReferenceNumber supports the '=' comparison.
  • Status supports the '=' comparison.
  • Total supports the '=,<,<=,>,>=' comparisons.
  • ItemId supports the '=' comparison.
  • ItemName supports the '=' comparison.
  • ItemDescription supports the '=' comparison.
For example:
    SELECT * FROM Estimates WHERE Total >= 500 AND Total <= 600

    SELECT * FROM Estimates WHERE Date <= '2019-02-26'

    SELECT * FROM Estimates ORDER BY CustomerName

    SELECT * FROM Estimates WHERE CONTAINS(EstimateNumber,'006')

Columns

Name Type References SupportedOperators Description
EstimateId [KEY] String ID of an estimate.
AcceptedDate Date Accepted date of an estimate.
ClientViewedTime Datetime Time when client viewed the estimate.
ColorCode String Color code of estimates.
CompanyName String Name of the company.
CreatedTime Datetime Time at which the estimate was created.
CurrencyCode String Currency code of the customer's currency.
CurrencyId String

Currencies.CurrencyId

Currency ID of the customer's currency.
CustomerId String

Contacts.ContactId

ID of the customer or vendor. Search estimates by customer id..
CustomerName String Name of the customer or vendor. Search estimates by customer name.
Date Date =,<,> Date of an estimate.
DeclinedDate Date Declined date of the estimate.
EstimateNumber String Number of the estimate.
ExpiryDate Date The date of expiration of the estimates.
HasAttachment Boolean Check if the estimate has attachment.
IsEmailed Boolean Check if the estimate is emailed.
ReferenceNumber String Reference number of the estimate.
Status String Status of the estimate.

使用できる値は次のとおりです。draft, sent, invoiced, accepted, declined, expired

Total Decimal =,<,<=,>,>= Total of estimates. Search estimates by estimate total.

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
ItemId String ID of the item.
ItemName String Name of an item.
ItemDescription String Description of an item.
EstimateFilter String Filter estimates by status.

使用できる値は次のとおりです。Status.All, Status.Sent, Status.Draft, Status.Invoiced, Status.Accepted, Status.Declined, Status.Expired

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Build 22.0.8479