Tableau Connector for Zoho Books

Build 24.0.9060

SalesByCustomerReport

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.
  • CustomerId supports the 'IN, NOT IN' comparisons.
  • EntityList supports the 'IN' comparison.

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

For example:

    SELECT * FROM SalesByCustomerReport WHERE TransactionDate = 'Today'

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

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

    SELECT * FROM SalesByCustomerReport WHERE CustomerId NOT IN ('3285934000000152001')

    SELECT * FROM SalesByCustomerReport WHERE EntityList IN ('invoice')

Columns

Name Type References SupportedOperators Description
ContactBillingAttention String Contact Billing Attention.
ContactBillingCity String Contact Billing City.
ContactBillingCountry String Contact Billing Country.
ContactBillingFax String Contact Billing Fax.
ContactBillingPhone String Contact Billing Phone.
ContactBillingState String Contact Billing State.
ContactBillingStreet1 String Contact Billing Street1.
ContactBillingStreet2 String Contact Billing Street2.
ContactBillingZipcode String Contact Billing Zipcode.
ContactCompanyName String Contact Company Name.
ContactCreatedBy String Contact Created By.
ContactCreatedTime Datetime Contact CreatedTime.
ContactCreditLimit Integer Contact CreditLimit.
ContactCustomerSubType String Contact CustomerSubType.
ContactDepartment String Contact Department.
ContactDesignation String Contact Designation.
ContactEmail String Contact Email.
ContactFacebook String Contact Facebook.
ContactFirstName String Contact FirstName.
ContactLastModifiedTime Datetime Contact LastModifiedTime.
ContactLastName String Contact LastName.
ContactMobilePhone String Contact MobilePhone.
ContactNotes String Contact Notes.
ContactOutstandingReceivableAmount Integer Contact Outstanding Receivable Amount .
ContactOutstandingReceivableAmountBcy Integer Contact Outstanding Receivable Amount Bcy.
ContactPaymentTerms String Contact Payment Terms.
ContactPhone String Contact Phone.
ContactShippingAttention String Contact Shipping Attention.
ContactShippingCity String Contact Shipping City.
ContactShippingCountry String Contact Shipping Country.
ContactShippingFax String Contact Shipping Fax.
ContactShippingPhone String Contact Shipping Phone.
ContactShippingState String Contact Shipping State.
ContactShippingStreet1 String Contact Shipping Street1.
ContactShippingStreet2 String Contact Shipping Street2.
ContactShippingZipcode String Contact Shipping Zipcode.
ContactSkype String Contact Skype.
ContactStatus String Contact Status.
ContactTwitter String Contact Twitter.
ContactUnusedCreditsReceivableAmount Integer Contact Unused Credits Receivable Amount .
ContactUnusedCreditsReceivableAmountBcy Integer Contact Unused Credits Receivable Amount Bcy.
ContactWebsite String Contact Website.
Count Integer Count.
CreditNoteCount Integer Credit Note Count.
CreditNoteAmount Integer Credit Note Amount.
CurrencyCode String Currency Code.
CustomFieldsList String Custom Fields List.
CustomerName String Customer Name.
FcyCreditnoteAmount Integer Fcy Creditnote Amount.
FcyInvoiceAmount Integer Fcy Invoice Amount.
FcySales Integer Fcy Sales.
FcySalesWithTax Integer Fcy Sales With Tax.
FcySalesWithoutDiscount Integer Fcy Sales Without Discount.
InvoiceAmount Integer Invoice Amount.
JournalCount Integer Journal Count.
PreviousValues String Previous Values.
Sales Integer Sales.
SalesDepositCount Integer Sales Deposit Count.
SalesWithTax Integer Sales With Tax.
SalesWithoutDiscount Integer Sales Without Discount.
CustomerId String IN, NOT IN Customer 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
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.
EntityList String EntityList.

The allowed values are invoice, creditnote, sales_without_invoices, journal.

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Build 24.0.9060