Visualize Your Data with the Salesforce Analytics API & D3

 Cory Cowgill  Director of Product Engineering  Fusion Risk Management @corycowgill  

Agenda

 Data Visualization Use Cases

 Demo

 Overall Solution

 Salesforce Analytics API Intro

 D3 Intro

 Code Deep Dive

 Q&A

Data Visualization Use Cases

 Why should I create custom data visualizations?

•  Salesforce.com Reports already support visualizations like pie charts, bar charts, funnel charts, etc.

 You want to display data in interesting ways

•  Geographical data in a Chloropeth Map

•  You want to display data in a Heatmap

•  You can’t customize a SFDC chart to fit your needs.

Data Visualization Use Cases

Overall Solution

D3.JS – Visualization Library Standard Reports – Dataset Visualforce – UI / View Apex – Controller

Salesforce Analytics API Intro

 Exposes Standard Reports for API Access

 Available through REST and Apex

 Run Tabular, Summary, Matrix Reports

 Pass Filter Criteria to Report Runs

 Query Report Metadata

Analytics API Gotchas

 Governor Limits

•  500 Synchronous Reports per Hour

•  1,200 Asynchronous Reports per Hour

•  Maximum 100 Fields

•  20 Custom Field Filters

D3 Intro

 D3 stands for “Data Driven Documents”

 Uses native HTML, SVG, and CSS to generate rich visualizations

 Javascript Based

 Web Visualization Framework

D3 Intro

Checkout D3js.org for inspiration

Code Deep Dive

 Show me the Code!

 Step through the flow!

Q&A

 Continue the conversation

•  Twitter - @corycowgill

•  Twitter - #askforce #DF15

•  Chatter – Dreamforce Session Feed

Additional Resources

 SFDC Analytics API Documentation –

 https://resources.docs.salesforce.com/sfdc/pdf/salesforce_analytics_rest_api.pdf

 D3 Documentation - https://github.com/mbostock/d3/wiki

Thank you