Tableau Connector for Zoho Books

Build 24.0.9060

SalesBySalespersonReport

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.

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

For example:

    SELECT * FROM SalesBySalespersonReport WHERE TransactionDate = 'Today'

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

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

Columns

Name Type References SupportedOperators Description
CNCount Integer CN Count.
CNSales Integer CN Sales.
CNSaleswithTax Integer CN SalesWithTax.
Count Integer Count.
InvoiceCount Integer Invoice Count.
InvoiceSales Integer Invoice Sales.
InvoiceSalesWithTax Integer Invoice SalesWithTax.
PreviousValues String Previous Values.
Sales Integer Sales.
SalesWithTax Integer Sales With Tax.
SalespersonId String Salesperson Id.
SalespersonStatus String Salesperson Status.
TotalSales Integer Total Sales.
TotalSalesWithTax Integer Total Sales With Tax.
SalespersonName String Salesperson Name.
CreditBalance Integer Credit Balance.
Email String Email.
BalanceDue Integer Balance Due.

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.

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Build 24.0.9060