Tableau Connector for Pipedrive

Build 24.0.9062

DealsTimeline

Return details of deals timeline

Select

The connector will use the Pipedrive API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.

  • UserId supports the '=' operator.
  • ConvertCurrency supports the '=' operator.
  • ExcludeDeals supports the '=' operator.
  • FilterId supports the '=' operator.
  • PipelineId supports the '=' operator.
  • IntervalType supports the '=' operator.
  • Amount supports the '=' operator.
  • StartDate supports the '=' operator.
  • FieldKey supports the '=' operator.
  • IntervalType supports the '=' operator.

For example, the following query is processed server side:

Required fields: Amount, StartDate, FieldKey and IntervalType is required

SELECT * FROM DealsTimeline WHERE Amount = '3' AND StartDate = '2021-12-12' AND FieldKey = 'add_time' AND IntervalType = 'month'  

Columns

Name Type Description
Deals String Deals
PeriodEnd Datetime Period End
PeriodStart Date Period Start
Count Integer Count
OpenCount Integer open Count
OpenValuesEUR Integer open Values EUR
ValuesEUR Integer Values EUR
ValuesUSD Integer Values USD
WeightedOpenValuesEUR Integer Weighted Open Values EUR
WeightedValuesEUR Integer Weighted Values EUR
WeightedValuesUSD Integer Weighted Values USD
WonCount Integer Won Count
WonValuesUSD Integer Won Values USD

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Name Type Description
StartDate Date Date where the first interval starts. Format: YYYY-MM-DD.
IntervalType String Type Of Interval.

使用できる値は次のとおりです。day, week, month, quarter

Amount Integer The number of given intervals, starting from start_date, to fetch E.g 3 months.
FieldKey String The date field key which deals will be retrieved from.
UserId Integer User id.
FilterId Integer Type Of Interval.

使用できる値は次のとおりです。day, week, month, quarter

ExcludeDeals Integer Whether to exclude deals list 1 or not 0.

使用できる値は次のとおりです。0, 1

ConvertCurrency String 3-letter currency code of any of the supported currencies.
PipelineId Integer Pipeline Id.

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Build 24.0.9062