Excel Add-In for Pipedrive

Build 24.0.9060

DealsSummary

Return detils of deals summary.

Select

The add-in 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 add-in.

  • Status supports the '=' operator.
  • UserId supports the '=' operator.
  • FilterId supports the '=' operator.
  • StageId supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM DealsSummary WHERE UserId = 8230170

SELECT * FROM DealsSummary WHERE Status = 'open'

SELECT * FROM DealsSummary WHERE StageId = 1
 
SELECT * FROM DealsSummary WHERE FilterId = 1

Columns

Name Type Description
TotalCount Integer Total Count.
Totalvalue Double Total value.
TotalValueFormatted String Total Value Formatted.
TotalWeightedValue Double Total Weighted Value.
TotalWeightedValueFormatted String Total Weighted Value Formatted.
EURCount Integer EUR Count.
EURValue Integer EUR Value.
EURConverted Double EUR Converted.
EURConvertedFormatted String EUR Converted Formatted.
EURFormatted String EUR Formatted.
USDCount Integer USD Count.
USDValue Integer USD Value.
USDConverted Integer USD Converted.
USDConvertedFormatted String USD Converted Formatted.
USDFormatted String USD Formatted.
WeightedEURCount Integer Weighted EUR Count.
WeightedEURValue Integer Weighted EUR Value.
WeightedEURValueFormatted String Weighted EUR Value Formatted.
WeightedUSDCount Integer Weighted USD Count.
WeightedUSD Integer Weighted USD.
WeightedUSDFormatted String Weighted USD Formatted.

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
FilterId Integer Filter Id.
UserId Integer User Id.
StageId Integer Stage Id.
Status String Status.

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Build 24.0.9060