Tableau Connector for Zoho Books

Build 24.0.9060

JournalReport

Generated schema file.

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 JournalReport WHERE TransactionDate = 'Today'

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

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

    SELECT * FROM JournalReport WHERE CashBased = True

Columns

Name Type References SupportedOperators Description
AccountTransactionsAccountId String Account Transactions Account Id.
AccountTransactionsAccountName String Account Transactions Account Name.
AccountTransactionsDebitAmount String Account Transactions Debit Amount.
AccountTransactionsCreditAmount String Account Transactions Credit Amount.
ContactId String Contact Id.
ContactName String Contact Name.
CreditFcyTotal Integer CreditFcyTotal.
CreditTotal Integer CreditTotal.
Date String Date.
DebitFcyTotal Integer Debit FcyTotal.
DebitTotal Integer Debit Total.
EntityId String Entity Id.
TransactionId String Transaction Id.
TransactionNumber String Transaction Number.
TransactionType String Transaction Type.

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