Lightning Reports - Dreamforce 2015
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The document outlines the development of a lightning reporting app using the Salesforce Analytics API, emphasizing the use of lightning components and the design system for UI styling. It includes a safe harbor statement regarding forward-looking information and discusses potential risks and uncertainties associated with Salesforce's services and products. The presentation features demos, technical details on accessing reporting data programmatically, and resources for further exploration.
Lightning Reports - Dreamforce 2015
- 1. 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.
- 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
- 3. • 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
- 4. 1. Lightning Connect 2. Lightning Components 3. Lightning App Builder 4. Lightning Process Builder 5. Lighting Experience 6. Lighting Design System Salesforce Lightning Family
- 5. 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
- 6. • Has both a REST and Apex implementation • Awesome way to build queries declaritively • Demo: report response Access Salesforce Reports programmatically Analytics (Reporting) API
- 7. • 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/
- 8. DEMO: Retrieve and transform reporting data Apex and the Analytics API
- 9. • 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
- 11. • 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
- 12. • 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
- 13. 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
- 14. Let’s see it all in action! Final Demo
- 15. • 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
- 16. Thank you
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