Tab 3 - Granular Research & Export

Research surface

Audience: Revenue Accounting (Primary Stakeholder). Replaces the Qlik flat-table experience. Tier 2 (parameter-injected live SQL).

Performance contract: < 15 sec after Apply.

Filters

* required

Estimated result rows

- - -

Set Period filter to estimate row count.

No data loaded Demo mode

Select a Period range to load data

The granular table is roughly 217M rows. To prevent unfiltered scans (the current dashboard's failure mode), the result set loads only after mandatory pre-filters are set and you click Apply.

Period range (Fiscal Year required; Quarter / Month optional)

Wireframe note: toggle Demo mode above, or click Apply Filters, to preview a populated result set with the column structure used in production.

Posting Period	RC ID	Opp ID	SFDC Account	Owner Segment	Product Family	Product Line	Product Group	Product ID	Business Source	Currency	Revenue	TCV	ACV

Filter: FY27 YTD, Owner Segment in (Enterprise, Commercial, VSB / SMB) Result: 1,247,831 rows. Wireframe shows first 25.

Production: Tab 3 enforces mandatory Period filter + Apply button before query execution. Result table includes the granular identifiers required for downstream research per Q3.3 (req v1.1): Revenue Contract ID, Opp ID, SFDC Account, Product ID, Posting Period (FY / FQ / FM). Native Tableau export (CSV / TSV / XLSX) per Q3.2. The filter rail row-count meter (Q3.5) warns when the result exceeds Excel's ~1M-row threshold.