Build a Lightning Reporting App with the Salesforce Analytics API

 Daniel Peter  Lead Applications Engineer – Kenandy, Inc  dan@danpeter.com  @danieljpeter

Using the Reporting API as a declarative data source, Lightning Components as the application framework, and Lightning Design System for the UI style.

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Safe Harbor

•  Salesforce Lightning

•  Analytics (Reporting) API

•  UI framework with Lightning Components (Lightning Design System)

•  Apex to retrieve and process the Analytics API response

•  Lightning navigation and events

•  Summary and Matrix report data structure

•  Styling lightning components

•  Demo

•  Questions

Overview

1.  Lightning Connect

2.  Lightning Components

3.  Lightning App Builder

4.  Lightning Process Builder

5.  Lighting Experience

6.  Lighting Design System

Salesforce Lightning Family

Lightning Component Framework

•  UI and application framework geared towards Single Page Applications.

•  No VF-style viewstate. Stateful client, stateless server

•  Focus on componentization.

•  Include JavaScript controller, helper, and encapsulated CSS.

Lightning Design System

•  CSS Framework like bootstrap

•  Works with Visualforce or Lightning Components (or anything else)

•  Makes your app look great, without needing to be a designer.

Salesforce Lightning – This Demo

•  Has both a REST and Apex implementation

•  Awesome way to build queries declaritively

•  Demo: report response

Access Salesforce Reports programmatically Analytics (Reporting) API

•  Salesforce lightning has limited UI components, but more are being built.

•  Many UI frameworks available

•  Salesforce Lightning Design System to do the heavy lifting of presenting the report data

Make the presentation easy Use a UI framework within Lightning Framework

http://www.lightningdesignsystem.com/

DEMO: Retrieve and transform reporting data

Apex and the Analytics API

•  Need a way to find the report you want to display

•  Autocomplete search

•  Need a way to click and navigate to the selected report

•  Application event

•  Need a way to drill into records in the report

•  e.force:navigateToSObject

Navigation

App Components

spinner

reportSearch

svgIcon

reportGroup

sobjectHyperlink

report

reportLoad

toggleLoading

Component Controller

Helper Style Docs

Renderer Design SVG

•  Summary Report

•  Needs a different structure, has to hold the groups and the detail

•  Make a new user defined type in Apex (complex storage)

•  Matrix Report

•  We can shoehorn it into a tabular structure

•  Use Apex to transform into an existing type (complex processing)

The Fact Map gets more complex Summary and Matrix Reports

•  Salesforce Lightning Design System handles most of it (external CSS, static resource)

•  Can also do component level CSS contained within, and namespaced to the component

•  Style the grouping headers

•  Makes reports easier to read

Styling Lightning

Lightning Design System Icon div.slds-icon__container

Sprite: custom9

Lookup .slds-lookup__control

.slds-input-has-icon--right

Scrollable div. slds-scrollable--x

Data Table table.slds-table slds-table—bordered

table.slds-max-medium-table--stacked

Spinner div. slds-spinner—large slds_spinner_brand.gif

Let’s see it all in action!

Final Demo

•  Source code on github •  https://github.com/danieljpeter/lightningReports2015

•  Reference •  Analytics API for Apex

•  https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_analytics_intro.htm

•  Lightning Components Developer’s Guide

•  https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/

•  Lightning Design System

•  https://www.lightningdesignsystem.com/

Resources

Thank you

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