Spring '14 Feature Review: Embed Report Charts in Visualforce Pages

February 7, 2014

A topic that I'vee seen come on Salesforce discussion lists is how to give public, or at least non-Salesforce-user, access to data visualizations created in Salesforce. An organization may want to share fundraising results, customer satisfaction metrics, program success rates, or product popularity graphs.


A few years ago, the Indianapolis Museum of Art blazed a new trail for nonprofit organizational transparency with their online dashboard. Because of the openness of the Salesforce API, this has been possible for quite some time, but there's a new feature coming in the Spring '14 release that makes it a lot easier.


The first time I remember reading a discussion of this topic, the solution was to query Salesforce for the data, aggregate it in your client code, and then use something like Google Charts or D3 to render the visualizations. More recently, we've gotten Visualforce charting and the Analytics API, which are great tools for developers to develop graphic representations of your Salesforce data for display elsewhere.


There's even a great new pilot feature in Spring '14 that gives access to Dashboards through the Analytics API. But APIs are for programmers, and require managing authentication. And, as great as the names of these APIs sound, they return data, not pictures - you can get the values of summarized columns and rows from your reports and dashboards, but you still have to re-render the graphics yourself.


For the button-click admin who's not afraid of copy-and-pasting a little code and making straightforward modifications, there hasn't been a great solution.


The Spring '14 release's Embed Report Charts in Visualforce Pages gets us a lot closer to a button-click solution.  Finally, we can take the exact visualizations that we create using Salesforce's Reporting and display them elsewhere. There's still some Visualforce code involved, but no Apex or Javascript, and the Visualforce is pretty simple.

Please reload

Recent Posts
Please reload

At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. 

CRM Science is a Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

Helpful Content
Client Success
Connect with us
Email Us
860 First Ave, Suite 2
King of Prussia, PA 19406
(484) 775-0333
  • Twitter
  • Facebook
  • YouTube

Copyright © 2011-2020 CRM Science, Inc. All rights reserved.