I am relocating our Salesforce reports from Salesforce to another tool. Salesforce has SOQL and the new system has SQL so I think the simplest way to migrate is to modify the SOQL statements to SQL, rather than recreate each report using the new tool's UI.
Can I do this? I've looked up other similar questions here on Stackoverflow, but the answers are far more complex than I can understand. I need extremely basic instructions on where to find the SOQL for each report in Salesforce.
Thank you!
Salesforce doesn't have a native tool to convert a Report to SOQL. There are a couple of workarounds to get close to a 1:1 conversion but both will still require some manual input on your part.
Using Change Sets
Install the Salesforce Change Set Helper Chrome Extension
Create an Outbound Change Set and add your reports as components
Click the Download metadata button (this comes from the extension)
Unzip the file
Open one of the .report files in a text editor
From here you can use an XML parser to programmatically generate a string for your SELECT criteria by targeting anything between the <columns> tags. Your FROM criteria can be targeted through the <reportType> tags.
Manual
Download the Salesforce Inspector Chrome Extension
Pull up your report in one window
In another window, open your Salesforce org and click the < but on the right side of your screen (this is from the Extension)
Click Export Data
Reference your report while writing your SOQL query
*Reminder that format should be something like SELECT Insert column's API names comma separated, FROM Insert object API name WHERE Insert filters ORDER BY Insert column to sort by and include ASC for ascending and DESC for descending
Salesforce SOQL Documentation
Related
In Qlik Sense, I have a task to allow users to enter comments next to each row in a table. The source is currently from an excel file but if I can figure this out, it will be from a database. The goal is to have the user's comments be written back to the source.
I am stuck currently on how to allow the user to enter comments in the existing table from Qlik Sense.
Any pointers?
Qlik does not have this capability. Qlik (and the other similar tools) don't write data back. They consume data.
Said that ... I had similar requirement few years ago - users to be able to write comments based on the data that is displayed (based on the current selections). My solution was to write QV extension that sends the selections and user input data to web server (NodeJS in my case) and the web server was storing the data in text file which was then consumed back from Qlik. With this approach the web server can do whatever you want with the data - write files, write in db, trigger actions etc.
But again - there is no way to write back to the database from the UI with the default tools
Repo with the QV extension and the server - https://github.com/countnazgul/qv-add-comment
I have an ASP.NET/C# web app in which the user needs to run reports with various criteria that will ALWAYS yield simple, 2-dimensional, tabular data. I'm tempted to use a sophisticated reporting engine like SSRS or Crystal Reports, but these seem like overkill, since there's really nothing to design (all outputs will be to CSV, or JSON for the browser to render in an HTML table).
In this scenario, am I eating too much complexity by trying to use SSRS or Crystal Reports? Should I instead just write custom classes to dynamically assemble SQL statements (based on user selections) that will be fired against the database?
Does SSRS or CR add anything that is of value (within the requirements constraints I've already described)...?
Its depend on your requirement if you want to minimal overhead on your web app then please go ahead and use your custom codes since you are not required any styling or extra functions.
Just get JSON objects and fill in HTML and go Head !!
I am working with ssrs So i will talk just about it:
ssrs is a very useful tool for building a Reports
all You need is sql server Stored Procedure to build your report
then deploy it to report server and use this report from your app
-now all you need in your app just one page for all reports and you path the URL
dynamically with report name
You need to know this :
-ssrs did not work correctly with all browser
for Exp :
-Print Btn just work with IE
so Mozila and Google you need to use java script to print Report
-some issue with criteria section :
there is no way to rename the 'select value' with drop down
so you need to use java scrip to handle it
also you find ( Null and chick box ) any customer did not know what null mean so
you need first to remove null keyword or to rename it to anther Keyword
also you need java script to do this
the most problem i have :
all reports in reports server so
when i go to a new client what i need
just Sql server no need to setup visual studio and ssrs tool
just to deploy all reports on client report server
its very bad ..
i solved this issue with tool i had make to deploy the all the report
and no need to setup VS just to deploy the report
i think that the most important problem i have
and all of it i found a work around to solve .. and it takes more time
finally :
use ssrs or CR its very easy to use and make report very fast no need to create a custom page for report and develop all its control just like print and export
report to PDF,excel or any type
but if you have a few report i think no need to use any reports tool
We have recently installed Design Studio 1.5 and trying to call existing Webi reports through Design Studio.
Can anyone please let me know the steps involved to attain this?
For this you need to use the OpenDocument feature.
Have a look at help.sap.com which contains all the manuals for SAP products. Specifically this page contains the OpenDocument manuals (search the page for OpenDocument and select the version corresponding to your BI4 deployment).
In a nutshell (you can find all the information you need in the aforementioned manuals): the OpenDocument feature is basically a URL in which you provide the necessary parameters (docID, parameters, …) to open and optionally refresh your report. As it's a URL, you can embed it just about anywhere (an HTML page, a Design Studio app, … even another Webi document!).
Once you have the OpenDocument URL of the Webi report, you can use the scripting function APPLICATION.openNewWindow(newUrl) in the Design Studio client, and pass in the URL. As Kristof suggested, check on SCN where there are many users writing guides and discussions on how to get the URL.
Trying to create a bunch of MicroStrategy reports via code (instead of manually going through the GUI). Does anyone have a working CREATE REPORT statement?
Here's an example of a working CREATE ATTRIBUTE statement:
CREATE ATTRIBUTE "attrib1" DESCRIPTION "attrib1"
IN FOLDER "\SCHEMAObjects\ATTRIBUTES\attrib1"
HIDDEN FALSE ATTRIBUTEFORM "attrib1" FORMDESC "attrib1"
FORMCATEGORY "ID" FORMTYPE NUMBER EXPRESSION "[attrib1]"
EXPSOURCETABLES "attrib1_table"
LOOKUPTABLE "attrib1_table"
FOR PROJECT "Someproject";
Just looking for a version of this for CREATE REPORT. Can't seem to find it on googles or in the documentation.
Unfortunately it's not possible to create a report using MicroStrategy Command Manager.
As you can see from the Outline window below (this shows all possible outlines in Command Manager with code samples) for you can list your reports, delete them or alter some properties of your MicroStrategy Reports.
As you can see from the outline for the ALTER REPORT command what you can modify is pretty limited, you can enable/disable cache, hide or un-hide a report, change the description or the long description, move a report to another folder.
If you want to create a report from scratch using code you need to use MicroStrategy SDK. You can start from this TechNote:
TN38166: How to Create a Report and Filter Expression from Scratch Using the MicroStrategy Web SDK 9.2.x and 9.3.x.
I am new to SAP Business Objects Infoview and was asked if I can automate the report data generation for an existing report.
Here is what I would do manually through the Infoview web interface:
Click schedule for the report in question, which brings up the Schedule dialog
Change the recurrence to Now
Change the report prompts (start date and end date) so that start date=today and end date=today-14 days
Set the format to CSV and output the report to the Inbox
Schedule the report
Wait for the report to succeed
Download the generated report data
I can see how I could build a tool using Java and Selenium to automate this. However I am wondering if there is a more elegant way to doing this that still allows me to set the prompts dynamically. Are there existing 3rd party tools? Can I use JDBC?
What I have at my disposal is a user name/password to log on to Infoview. If a more elegant solution requires additional access or software please let me know.
It's possible with a simple addition to the universe (but this, of course, requires universe developer access). For your example, you could create a new universe-based Predefined Condition object with a definition of: (assuming Oracle)
start_date = trunc(sysdate) and end_date = trunc(sysdate-14)
Adding this object to a report will produce the desired timeframe whenever it's run, whether it's scheduled or interactive.
If you want the same report to run with this logic when scheduled, but still allow users to select dates via the prompts. You can use magic dates. See this blog post for info.
Lastly, you could write a custom program that would open the report, populate the prompts with the appropriate values, and run it. But I would consider that a less-preferable option than the ones above.
You can use UiPath in order to easily automate SAP GUI without writing code.
Here's a tutorial on how to automate data entry, menu navigation and screen scraping on SAP.
You can use it from code (SDK) or you can create workflows (visual automation) directly from UiPath Studio.
Note: I work at UiPath. You should also try other visual automation tools like Automation Anywhere, WinAutomation, Jacada, use them side by side and choose the one that suits better your needs.
Here's how automating SAP Business One menus, buttons and typing looks like: