Tableau Connector for Microsoft Dynamics CRM

Build 24.0.9060

CreateSchema

Creates a custom schema file based on the CRM View name, FetchXML expression, or SQL query.

CreateSchema

Creates a local schema file (.rsd) from an existing table or view in the data model.

The schema file is created in the directory set in the Location connection property when this procedure is executed. You can edit the file to include or exclude columns, rename columns, or adjust column datatypes.

The connector checks the Location to determine if the names of any .rsd files match a table or view in the data model. If there is a duplicate, the schema file will take precedence over the default instance of this table in the data model. If a schema file is present in Location that does not match an existing table or view, a new table or view entry is added to the data model of the connector.

Input

Name Type Description
TableName String The name for the new table. If Query is not specified, this should be set to an existing CRM View name.
Query String The SQL query or FetchXML expression for table.
Description String An optional description for the table.
WriteToFile String Wheather to write the contents of this stored procedure to a file or not (Default = true) needs to be set to false to output FileStream of FileData

Result Set Columns

Name Type Description
Success String Whether or not the schema was created successfully.
SchemaFile String The generated schema file.
FileData String File data that will be outputted encoded in Base64 if the OutputFolder and FileStream inputs are not set.

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Build 24.0.9060