How to use the Analytics API, Lightning components, and Lightning Design System to build a reporting app.

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.

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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

10. App Components
spinner
reportSearch
svgIcon
reportGroup
sobjectHyperlink
report
reportLoad
toggleLoading
Component
Controller
Helper
Style
Docs
Renderer
Design
SVG

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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