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Topics#VisualforceFrage von Greg Coogan
Greg Coogan fragte in #Visualforce
4. Apr. 2017, 20:11

Visualforce page where users can select a Dashboard and then click a button to export the Dashboard as a PDF

I've been looking for a solution to allow users to export dashboards as a PDF. I tried a POC with embedding a dashboard with on a VF page, but no luck. I've seen guides on how to embed specific components of a dashboard using the image servlet, but I'm looking for the whole dashboard. Rendering as PDF didn't work when I tried to use the ID of the dashboard in an iFrame.

The ideal solution would be a button to export the dashboard when viewing the dashboard. However, I cannot add custom buttons to a the dashboard page. Therefore, I have thought of this:

1. Visualforce page with a dropdown of dashboards

2. Users choose a dashboard, and click a button on the Visualforce page that triggers a download of that dashboard

Since I had no success with the dashboard in iFrame, I am wondering if this is even possible. How would I accomplish this?
4 Antworten
  1. Greg Coogan
    4. Apr. 2017, 21:49
    Hi Raj,

    I couldn't follow your testing steps, if you were referring to browsing within Salesforce itself. I don't have that option when right clicking on the dashboard. If I right click on a chart within a dashboard, I can copy the Image URL.

    I used workbench REST explorer and navigated to the metadata on a particulalr dashboard. The URI provided was in this format:

    /services/data/v39.0/sobjects/Dashboard/{Dashboard ID}

    Also found this: https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/SF_Reports_and_Dashboards_Rest_API_web.pdf

    And this: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_dashboard.htm

    If you are sure this is possible, can you try your solution? Remember, this is for the entire dashboard, not just one of the chart components on the dashboard.
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