background preloader

Salesforce Export to Excel Programatically

Facebook Twitter

Box Developer Platform. Box provides an API endpoint at /events that presents a stream of two different types of events, called user events and admin events. Admin events are those events that are retrieved when you request a stream_type of admin_logs. User events are all other events. When something changes in a Box user's account, Box logs an event for the user. The event is a description of the object that changed and what caused it to change. The object can be any Box object that the user owns or collaborates on. Box records events in admin reports and uses them to send messages to the Box sync client about account activity. When you request user events, Box delivers a low-latency, highly reliable list of all events related to the user's account. When you request admin events, Box delivers the full history of an enterprise account, suitable for use with analytic tools like Splunk and GoodData, limited by the parameters that you provide.

You can begin retrieving events in either of two ways: Export Visualforce page to Excel with rich text. Funny you should ask this - I just submitted a blog yesterday that deals with this. Unfortunately, the blog has not been approved for publishing yet. The short version of the blog is Format a spreadsheet in Excel (frozen rows, named ranges, styles etc). Save as an Excel XML 2004 document.Open in a text editor and add your visualforce bindings.Place the raw xml inside a newly created visualforce page that looks like this: Your controller will look something like this: The reason you should do this in Excel is that the styles syntax that Excel generates is, to put it bluntly, horrible.

Here is the sort of thing you get: ...and on and on. Any formats you save in the spreadsheet will be maintained on the next export. For my working code page, take a look here. Export data in Excel or PDF format using Visualforce. Salesforce Exporting data into Formatted Excel Part 2 | Pexlify - Salesforce Partners Ireland. In the previous Post we created a simple excel spreadsheet from Visualforce. Rather than opening this in Excel, lets open it up in a text editor and do a bit of formatting on it. We can see that it is broken into two main parts, a bit of junk Java Script (junk as in it is junk to Excel) and some XML.

It is the XML that Excel uses to display the content of the file. Here we can see a mix and match of Div’s, Tables and a H tag to format the data. Although this is not true Excel content in the file, Excel is still able to display it. In order to get into more advanced layouts for Excel, it would be best to move into an more native layout for Excel. In order to do this, simply carry out a “Save As” in Excel. If you look at the newly created XML document, you should see that it is recognized as an excel file even though it has an XML extension. Opening the file in a text editor and formatting it a little you should see some of the main XML tags. For me it is set to: What’s this? Controller: Page: Export Visualforce page to Excel with rich text. Few "Salesforce Reports" tips and tricks. Again, it's been long time since my last post. But, better late than never.

Isn't it? :) Lets discuss about some tips and tricks for salesforce reports. 1. 2. 3. 4. 5. There are some more parameters that you pass in the URL to do a thing or two. Don't forget to put Id of your report instead of the ones given in the examples :). Please note that the salesforce may change any of the above parameters without notice (may be not so soon though) bacause they don't provide standard API access to these thing and not even standard documentation. These tricks are for in situations when you are asked "just do it" and you have no standard documented way of doing it. There are very little documentation for point 5. You can find some more references from "Salesforce Heretic blog ( and developer force discussion boards. Let me know if any of the above tricks don't work for you. Cheers. Export Visualforce page to Excel with rich text.

Stylish Spreadsheets From a VisualForce Page. It’s a common request – create a nice looking Excel spreadsheet from a Visualforce page. However, it’s not immediately clear how to do this. It’s also reasonably easy to output a very badly formatted Excel output based on hacking an existing example found on the net. What is not commonly provided, however is HOW this example was first generated. As it happens, there is a quick and easy way to do this. Excel has an output format called Excel 2004 XML Spreadsheet which creates the exact format that you want. For example the spreadsheet below was easily generated using this format: Excel Output This example contains styles, frozen rows, named ranges and calculations. How to do this: First define your controller. Notice the xmlHeader variable and the endFile variable – these are required as Visualforce doesn’t tolerate these in the page markup.

The last two variables define the data and the size of the data. From here, you will want to define the Visualforce page. Happy coding! Salesforce Exporting data into Formatted Excel Part 2 | Pexlify - Salesforce Partners Ireland. Export to Excel with multiple worksheets in visualforce - Salesforce Tips & Tricks. Export to Excel with multiple worksheets in visualforce - Salesforce Tips & Tricks. Visualforce - How to ensure that all of the cell content shows in an Excel contenttype page. I am exporting a page as Excel page as described here (using contenttype). I am unsure how to ensure that the contents of the cells are showing. After opening the file, I could change it manually, by setting the cell height to Auto-fit and setting the cell contents to wrap, but I would like to do this automatically. I am guessing there must be a property that can be set in style which is explicitly for Excel which will define these two properties.

Perhaps something similar to the mso-number-format property. Note that I am currently using standard html table instead of a apex:pageBlockTable. If anyone knows anything about this, I would also be grateful if you let me know how you found out about this. Edit, I have figured out that white-space: normal; makes excel wrap the text (half of the solution). Visualforce - Generating excel file with dynamic name. Current community your communities Sign up or log in to customize your list. more stack exchange communities company blog Stack Exchange Inbox Reputation and Badges sign up log in tour help Salesforce Ask Question Generating excel file with dynamic name 1 Answer active oldest votes Your Answer Sign up or log in Sign up using Google Sign up using Facebook Sign up using Email and Password Post as a guest <h3>Post as a guest</h3><div class="form-item"><table><tr><td class="vm"><div><label for="display-name">Name</label><input id="display-name" name="display-name" type="text" size="30" maxlength="30" value="" tabindex="105"></div><div><label for="m-address">Email</label><input id="m-address" name="m-address" type="email" size="30" maxlength="100" value="" tabindex="106" placeholder="required, but never shown" /></div></td></tr></table></div> discard By posting your answer, you agree to the privacy policy and terms of service.

Not the answer you're looking for? Linked Related Hot Network Questions question feed. Visualforce Dynamic Sortable Table with Pdf, excel, csv export and with pagination and users list size preference | forcesecret. Salesforce Exporting data into Formatted Excel Part 1 | Pexlify - Salesforce Partners Ireland. Depending on your use case, there can be several easy ways to export data from Salesforce in an Excel (or Excel type) spread sheet. The most simplistic way is of course to use the export functionality on a report; this allows un-formatted exporting of potentially large quantities of data.

Usually I have for a good upper limit for this with excel is one million rows, but this can depend on the quantity of memory your PC/Laptop has etc. for opening the excel document. Sometimes however, csv and excel report exports are just not enough. They can be certainly used and then the exported file has to be amended and formulas entered to sum data etc. This process can be error prone and also takes time to process etc. At this point you may have to consider another option like an Excel plugin for Salesforce or indeed Visualforce. It is the latter option that we will consider here. Click OK and open the file. OK SO we have a blank excel document …..

And the Page: Referencing Externally Available Images Absolute URL with My Domain? Current community your communities Sign up or log in to customize your list. more stack exchange communities company blog Stack Exchange Inbox Reputation and Badges sign up log in tour help Salesforce Ask Question Referencing Externally Available Images Absolute URL with My Domain? 1 Answer active oldest votes Your Answer Sign up or log in Sign up using Google Sign up using Facebook Sign up using Email and Password Post as a guest <h3>Post as a guest</h3><div class="form-item"><table><tr><td class="vm"><div><label for="display-name">Name</label><input id="display-name" name="display-name" type="text" size="30" maxlength="30" value="" tabindex="105"></div><div><label for="m-address">Email</label><input id="m-address" name="m-address" type="email" size="30" maxlength="100" value="" tabindex="106" placeholder="required, but never shown" /></div></td></tr></table></div> discard By posting your answer, you agree to the privacy policy and terms of service.

Not the answer you're looking for? Linked Related. Apex - How to display image from Static Resource in Excel sheet (generated from VF Page) Current community your communities Sign up or log in to customize your list. more stack exchange communities company blog Stack Exchange Inbox Reputation and Badges sign up log in tour help Salesforce Ask Question How to display image from Static Resource in Excel sheet (generated from VF Page) 2 Answers active oldest votes Your Answer Sign up or log in Sign up using Google Sign up using Facebook Sign up using Email and Password Post as a guest <h3>Post as a guest</h3><div class="form-item"><table><tr><td class="vm"><div><label for="display-name">Name</label><input id="display-name" name="display-name" type="text" size="30" maxlength="30" value="" tabindex="105"></div><div><label for="m-address">Email</label><input id="m-address" name="m-address" type="email" size="30" maxlength="100" value="" tabindex="106" placeholder="required, but never shown" /></div></td></tr></table></div> discard By posting your answer, you agree to the privacy policy and terms of service.

Not the answer you're looking for? Export data in Excel or PDF format using Visualforce. Salesforce Heretic » Progmatic Access to Salesforce.com Reports. Deprecated: preg_replace(): The /e modifier is deprecated, use preg_replace_callback instead in /home/warped/public_html/sfdc-heretic/wp-content/plugins/codesnippet/codesnippet.php on line 260 Deprecated: preg_replace(): The /e modifier is deprecated, use preg_replace_callback instead in /home/warped/public_html/sfdc-heretic/wp-content/plugins/codesnippet/codesnippet.php on line 261 Deprecated: preg_replace(): The /e modifier is deprecated, use preg_replace_callback instead in /home/warped/public_html/sfdc-heretic/wp-content/plugins/codesnippet/codesnippet.php on line 262 Deprecated: preg_replace(): The /e modifier is deprecated, use preg_replace_callback instead in /home/warped/public_html/sfdc-heretic/wp-content/plugins/codesnippet/codesnippet.php on line 263 Deprecated: preg_replace(): The /e modifier is deprecated, use preg_replace_callback instead in /home/warped/public_html/sfdc-heretic/wp-includes/functions-formatting.php on line 76 The format parameter to our URL is called xf.

{!blog.concret.io}: Passing report filters as query params to Salesforce reports ! Today, I stumbled across an interesting problem, where one needs to “Run a report by passing parameters through link or button click” Their is no direct way visible in report configuration screen for the same. So I scanned salesforce developer boards for the same, and found this solution that worked perfectly for me, thanks “mikef” for sharing this solution(can’t find your twitter profile ). Using the same example in discussion board, we will see next how you create a sample Account report and pass its filters as query params. These steps mentioned by “mikef” will be followed next in the post: First step: Create your report. First Step : Create an Account report ! I am assuming we all are too good in this, so skipping details of this I have completed this step and I am on report configuration page for Account sobject. Second Step : Add filters ! On the Account report configuration view, I added filters on two fields i.e.

Hit “Save”, followed by “Run report”. Important points to consider ! Swaleh's Salesforce Blog.. Initialized!!! Force.com, Apex, Visualforce, Cloud Computing..: Few "Salesforce Reports" tips and tricks. Apex - send a Report as a CSV/TEXT through HttpRequest. Current community your communities Sign up or log in to customize your list. more stack exchange communities company blog Stack Exchange Inbox Reputation and Badges sign up log in tour help Salesforce Ask Question Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between.

Here's how it works: Anybody can ask a question Anybody can answer The best answers are voted up and rise to the top send a Report as a CSV/TEXT through HttpRequest 2 Answers active oldest votes Your Answer Sign up or log in Sign up using Google Sign up using Facebook Sign up using Email and Password Post as a guest discard By posting your answer, you agree to the privacy policy and terms of service. Not the answer you're looking for? Related Encode Long Text Area field Scheduling a custom report to be sent as a CSV file in an email How to resolve the Invalid Date error in Apex while uploading CSV file? Callouts Limits Anyone? Hot Network Questions. Is it possible to generate a .csv file and add it to the attachments object programatically? - Salesforce Developer Community.

Creating a CSV file from salesforce and sending through the Email - Salesforce Developer Community. 9 Easy Ways to Export Data as .CSV – Douglas C. Ayers. “If it’s not in Salesforce, then it doesn’t exist.” The beloved phrase all Salesforce admins eventually learn and evangelize when training users to log their data and activities into Salesforce so that manager reports can show meaningful metrics. I mean, how else can you run automation workflow and lovely reports if there’s no data? And that’s great, you got the data into Salesforce, but what about getting the data out? Maybe you need to backup your data? Whatever the reason, I’ll show you some easy ways to export your data to .csv! I have grouped the options into four categories. Free Tools (household tools)Code Your Own Tools (DYI projects)Paid Tools (fancy multi-faceted tools)ETL Tools (industrial power tools) These won’t break the budget and generally do one thing very well and are easy to learn how to use. 1.

The simplest option is to create a report then export the details as .csv. Click the Export Details buttonChoose Comma Delimited .csv as the export file formatClick Export button. Exporting Data From Salesforce - REST or SOAP? As a starting point, have a read of Which API Should I Use?. REST API provides a powerful, convenient, and simple REST-based Web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and Web projects. However, if you have a large number of records to process, you may wish to useBulk API. SOAP API provides a powerful, convenient, and simple SOAP-based Web services interface for interacting with Salesforce.You can use SOAP API to create, retrieve, update, or delete records.

The correct API for the job will depend on where you are calling it from, how many records you are working with and how long you are prepared to wait for the result. From your description of your server applications I'd suggest starting with the Bulk API. At what number of records you should switch from the SOAP API to the Bulk API is a bit of a gray area. UPDATE for comments: How to export data in Excel using Visualforce | AppShark.

Export data in Excel or PDF format using Visualforce. 9 Easy Ways to Export Data as .CSV – Douglas C. Ayers. Salesforce Apex Code Corner: Export Data in CSV or Excel In Apex Salesforce. Export Apex Code Coverage to Excel - Salesforce. Salesforce on Demand: TOOLING API In Salesforce. Export SOQL Query as CSV | I Write Crappy Code. Sfdc/ExportTestCoverage.cls at master · adityanaag3/sfdc. 9 Easy Ways to Export Data as .CSV – Douglas C. Ayers. 9 Easy Ways to Export Data as .CSV – Douglas C. Ayers. Scheduling and Automatically Exporting SFDC Reports into Excel Spreadsheet. Scheduling and Automatically Exporting SFDC Reports into Excel Spreadsheet.