function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Pablo_RoldanPablo_Roldan 

deploy reports through metadata API

Hi All,

I am exploring the possibilities with the reports and metadata. However I didn't find anything about deploy reports into salesforce
I have tried something similar to deploy apexclasses, although it doesn't work...

APEX CLASS:


MetadataService.MetadataPort service = createService();                               
 
 MetadataFiles = new List<MetadataFile>();
 MetadataFile metaDataFile = new MetadataFile();
        metaDataFile.fullName = 'MyReportFolder/MyNewReportMetadata';
        metaDataFile.content = '<?xml version="1.0" encoding="UTF-8"?>' +
        '<Report xmlns="http://soap.sforce.com/2006/04/metadata">' +
            '<chart>' +
                '<backgroundColor1>#FFFFFF</backgroundColor1>' +
                '<backgroundColor2>#FFFFFF</backgroundColor2>' +
                '<backgroundFadeDir>Diagonal</backgroundFadeDir>' +
                '<chartSummaries>' +
                    '<axisBinding>y</axisBinding>' +
                    '<column>RowCount</column>' +
                '</chartSummaries>' +
                '<chartType>HorizontalBar</chartType>' +
                '<enableHoverLabels>false</enableHoverLabels>' +
                '<expandOthers>true</expandOthers>' +
                '<groupingColumn>Contact$Id</groupingColumn>' +
                '<location>CHART_TOP</location>' +
                '<showAxisLabels>true</showAxisLabels>' +
                '<showPercentage>false</showPercentage>' +
                '<showTotal>false</showTotal>' +
                '<showValues>false</showValues>' +
                '<size>Medium</size>' +
                '<summaryAxisRange>Auto</summaryAxisRange>' +
                '<textColor>#000000</textColor>' +
                '<textSize>12</textSize>' +
                '<titleColor>#000000</titleColor>' +
                '<titleSize>18</titleSize>' +
            '</chart>' +
            '<columns>' +
                '<field>Contact$Id</field>' +
            '</columns>' +
            '<columns>' +
                '<field>Contact$Name</field>' +
            '</columns>' +
            '<columns>' +
                '<field>Contact$Email</field>' +
            '</columns>' +
            '<columns>' +
                '<field>Contact$Phone</field>' +
            '</columns>' +
            '<description>My test report metadata</description>' +
            '<filter>' +
                '<criteriaItems>' +
                    '<column>Contact$Name</column>' +
                    '<operator>start with</operator>' +
                    '<value>p</value>' +
                '</criteriaItems>' +
            '</filter>' +
            '<format>Summary</format>' +
            '<groupingsDown>' +
                '<dateGranularity>Day</dateGranularity>' +
                '<field>Contact$Id</field>' +
                '<sortOrder>Asc</sortOrder>' +
            '</groupingsDown>' +
            '<name>MyNewReportMetadata</name>' +
            '<params>' +
                '<name>co</name>' +
                '<value>1</value>' +
            '</params>' +
            '<reportType>Goals__c</reportType>' +
            '<scope>team</scope>' +
            '<showDetails>true</showDetails>' +
            '<timeFrameFilter>' +
                '<dateColumn>Contact$CreatedDate</dateColumn>' +
                '<interval>INTERVAL_CUSTOM</interval>' +
            '</timeFrameFilter>' +
        '</Report>';
  MetadataFiles.add(metaDataFile);
  metaDataFile = new MetadataFile();
        metaDataFile.fullName = 'package.xml';
  metaDataFile.content = '<?xml version="1.0" encoding="UTF-8"?>' +
        '<Package xmlns="http://soap.sforce.com/2006/04/metadata">' +
            '<types>' +
                '<members>MyReportFolder/MyNewReportMetadata</members>' +
                '<name>Report</name>' +
            '</types>' +
            '<version>29.0</version>' +
        '</Package>';
        MetadataFiles.add(metaDataFile);



Any idea?
Thanks in advance,
Pablo

Best Answer chosen by Pablo_Roldan
Pablo_RoldanPablo_Roldan
Ok, after 12 days I didn't find any solution.
So I think that it's not possible to show reports if you didn't run these, then the only way to show these records, it's retrieving reports and using them in SOQLs.
Finally you would need to use a structure as pageBlockTable to show these like the standard view.

And I have displayed dashboard through Google Charts API.

Hopefully this can help someone, and salesforce team will change the way to use reports doing them more customizable.
Pablo.

All Answers

Ramu_SFDCRamu_SFDC
Not sure if the below considerations help , but good to know

http://www.salesforce.com/us/developer/docs/daas/Content/commondeploymentissues.htm
Vinita_SFDCVinita_SFDC
Hi Pablo,

Reports can be deployed with metadata API. The only consideration is that the reports which you are deploying should not belong to any private folder.

Only reports which are in public forlder can be deployed. Please refer following threads:

http://stackoverflow.com/questions/9672561/moving-reports-in-salesforce-using-force-com-ide

https://developer.salesforce.com/forums?id=906F00000008owRIAQ
Pablo_RoldanPablo_Roldan
Hi Ramu and Vinita,

Firstly, Ramu many thanks for that link, really useful. However, it's not exactly the thing that I was looking for.

Secondly, Vinita many thanks for the links as well. These links talk more about I was looking for, but not exactly.
I'm trying to create a method in Apex class which can create a report clicking only one button.
So it's nothing about the IDE, I know that it's possible to deploy almost everything through the options that you have in Force.com IDE. However I would like to have a visualforce page which has a button which executes a apex method using metadata, when you press on that.

I was looking for on the Internet, and maybe I am wrong, but I think that it could be something about the "package.xml".
My "package.xml" has the following code:
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
       <members>MyReportFolder/MyNewReportMetadata</members>
       <name>Report</name>
    </types>
     <version>29.0</version>
</Package>
 
Thanks in advance,
Pablo
Vinita_SFDCVinita_SFDC
Hi Pablo,

As per design it is not possible to create a report from apex code, as the createable attribute is set to false for Reports object.
Pablo_RoldanPablo_Roldan
Hi Vinita,

Many thanks for your answer, could I ask you a last question?
Would it be possible to create a report in apex code without save that report in Salesforce and then show in a visualfoce page?

Anyway, I'm going to explain me. If you see Metadata in Salesforce, you have all the resources to create a report. That is the result to have Report, ReportType, ReportFilters....
So imagine that I have create in apex code a report without save this report into Salesforce, then I would like to display this report in a VisualForce page. would there be any method to do that?

Thanks in advance,
Pablo
Pablo_RoldanPablo_Roldan
Ok, after 12 days I didn't find any solution.
So I think that it's not possible to show reports if you didn't run these, then the only way to show these records, it's retrieving reports and using them in SOQLs.
Finally you would need to use a structure as pageBlockTable to show these like the standard view.

And I have displayed dashboard through Google Charts API.

Hopefully this can help someone, and salesforce team will change the way to use reports doing them more customizable.
Pablo.
This was selected as the best answer
ccusicccusic
You can reference a public report chart in a lightning component (https://success.salesforce.com/answers?id=9063A000000iXRzQAM), build charts in VF Pages (https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_charting_example.htm), build tables in VF Pages w/ SOQL, or look further into the Apex Metadata API which allows you to call the Metadata API from Apex to make metadata changes (https://trailhead.salesforce.com/content/learn/modules/apex_metadata_api/apex_metadata_api_intro). 
Vihar SomaniVihar Somani
When you need to build custom data visualization components, you can leverage third-party charting libraries like Chart.js, D3, and Highcharts.
https://developer.salesforce.com/blogs/developer-relations/2017/03/building-lightning-components-chart-js.html