Tableau Connector for Zoho Books

Build 24.0.9060

BalanceSheetsReport

This report summarizes your company's assets, liabilities and equity at a specific point in time.

Table Specific Information

Select

The connector uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:

  • TransactionDate supports the '=' comparison.
  • ToDate supports the '=' comparison.
  • FromDate supports the '=' comparison.
  • CashBased supports the '=' comparison.

The rest of the filter is executed client-side in the connector.

For example:

    SELECT * FROM BalanceSheetsReport WHERE TransactionDate = 'Today'

    SELECT * FROM BalanceSheetsReport WHERE ToDate = '2022-10-31'

    SELECT * FROM BalanceSheetsReport WHERE FromDate = '2022-10-10' AND ToDate = '2022-10-31'

    SELECT * FROM BalanceSheetsReport WHERE CashBased = True

Columns

Name Type References SupportedOperators Description
BalanceTypeName String Balance Type Name.
SubBalanceTypeName String SubBalance Type Name.
AccountTransactionTypeName String Account Transaction Type Name.
SubAccountTransactionTypeName String Sub Account Transaction Type Name.
AccountTransactionTotal Decimal Account Transaction Total.
SubAccountTransactionTotal Decimal Sub Account Transaction Total.
SubBalanceTypeTotal Decimal SubBalance Type Total.
BalanceTypeTotal Decimal Balance Type 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
CashBased Boolean Balance Type Total.
TransactionDate String Filter transaction by any transaction date.

The allowed values are Today, ThisWeek, ThisMonth, ThisQuarter, ThisYear, PreviousDay, PreviousWeek, PreviousMonth, PreviousQuarter, PreviousYear, CustomDate.

ToDate Date To Date.
FromDate Date From Date.

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Build 24.0.9060