Tableau Connector for Zoho Books

Build 24.0.9060

MovementOfEquityReport

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.
  • ProjectId supports the 'IN, Not In, IS NULL, IS Not NULL' comparisons.
  • AccountType supports the '=' comparison.

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

For example:

    SELECT * FROM MovementOfEquityReport WHERE TransactionDate = 'Today'

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

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

    SELECT * FROM MovementOfEquityReport WHERE AccountType = 'all'

    SELECT * FROM MovementOfEquityReport WHERE ProjectId IN ('2346789876554')

Columns

Name Type References SupportedOperators Description
Label String Label.
LabelTotal String Label Total.
SubLabelTotal String Sub Label Total.
AccountName String Account Name.
AccountCode String Account Code.
AccountId String Account Id.
AccountTotal String Account Total.
SubLabel String Sub Label.

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
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.
CashBased Boolean Balance Type Total.
AccountType String Balance Type Total.

The allowed values are all, has_transactions, non_zero.

ProjectId String

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Build 24.0.9060