Dashboard Describe

Returns metadata for the specified dashboard, including dashboard components, filters, layout, and the running user.

Syntax 

URI: /services/data/vXX.X/analytics/dashboards/dashboardID/describe

Formats: JSON

HTTP methods: GET

Parameters

ParameterDescription
loadComponentPropertiesOptional. Specifies whether or not to return properties for each dashboard component. The default value is true. Has no effect on filtered dashboards. Valid values are true (return component properties) or false (don’t return component properties; the properties value instead returns null).

Authentication: Authorization: Bearer token

Example 

See this example, Get Dashboard Metadata.

Response body 

PropertyTypeDescription
attributesAttributesAttributes for the dashboard resource, such as name, identifier, and references to other related resources.
canChangeRunningUserBooleanIndicates whether the user is allowed to select a specific running user. Always true for team dashboards.
canUseStickyFilterBooleanIndicates whether dashboard filters persist after closing the dashboard (true) or not (false). Filters that persist keep the dashboard filtered the next time you open it. Filters persist for users on a per-user basis, so if you apply a filter then it doesn’t persist for other people.
chartThemeStringSpecifies the dashboard theme. Possible values are light (default; dashboards have a light background that resembles a glass of milk) or dark (dashboards have a dark background that is reminiscent of the night sky).
colorPaletteStringSpecifies a color palette for use in charts. Possible values are wildflowers (default), aurora, nightfall, sunrise, bluegrass, ocean, heat, dusk, pond, watermelon, fire, water, lake, or mineral (accessible).
componentsComponents[]Ordered array of components in this dashboard.
descriptionStringDashboard description.
dashboardTypeStringIndicates whether a dashboard is a dynamic dashboard, a dashboard with running users, or a standard dashboard. Possible values are SpecifiedUser (dashboard readers view data as though they are the person specified by runningUser), LoggedInUser (dashboard readers view data as themselves; the dashboard is a dynamic dashboard), or MyTeamUser (dashboard readers view data as the person specified by runningUser by default; with the “View All Data” user permission they can change runningUser to anyone; with the “View My Team’s Dashboards” user permission they can change runningUser to people subordinate to them in the role hierarchy).
developerNameStringUnique API name of the dashboard.
filtersFilters[]Ordered array of filters for this dashboard. The dashboard can have 0-3 filters.
folderIdStringID of the folder that contains the dashboard.
idStringUnique identifier of dashboard.
layoutLayoutComponent layout for this dashboard.
maxFilterOptionsIntegerThe maximum number of values allowed in a dashboard filter.
nameStringDashboard name.
runningUserRunning userThe running user, which is either specified at dashboard design time, or is overridden by the runningUser parameter specified in the GET request. For dynamic dashboards, this is always the current user.

Components

PropertyTypeDescription
componentDataIntegerIndex into the component data array in the response body.
footerStringFooter of the component.
headerStringHeader of the component.
idStringUnique identifier of the component.
propertiesProperties (for Report component type) or Properties (for Visualforce page component type)Component properties, including type-specific visualization properties.
reportIdStringUnique identifier of the underlying report.
titleStringTitle of the component
typeStringType of the component. Value can be Report or VisualforcePage. If the component is an SControl, the value is not set.

Properties (for Report component type)

PropertyTypeDescription
aggregatesArray of stringsUnique identities for summary or custom summary formula fields in the report.
autoSelectColumnsBooleanIndicates whether groupings and aggregates are automatically selected. Valid values are true and false.
drillUrlStringSpecifies a custom link destination from a dashboard component. If drillURL begins with https:// or http:// or www., then the link directs to a website outside of Salesforce. Otherwise, the destination is a site inside Salesforce. Null if no link is set.
groupingsGroupingsReport groupings included in the dashboard.
maxRowsNumberMaximum number of rows to be rendered, based on the sort value.
reportFormatStringThe format of a dashboard’s source report.
sortSortUsed in previous releases. In this release (v46.0) and later assign the value null, except for tabular Lightning table format or Top N source report for any chart type. In these two cases, the value matches the following object.
useReportChartBooleanIndicates whether the dashboard component uses the chart as defined in the report. Valid values are true and false.
useReportTableSettingBooleanIndicates whether the widget uses report settings when a Lightning table is added to a dashboard. Valid values are true and false.
visualizationPropertiesVisualization properties (Chart), Visualization properties (Table), Visualization properties (FlexTable), Visualization properties (Metric), or Visualization properties (Gauge)Type-specific visualization properties.
visualizationTypeStringType of the component. Value can be Bar, Column, Donut, Funnel, Gauge, Line, Metric, Pie, Scatter, Table, or FlexTable (as of API version 41.0).

Example aggregates identities:

  • a!Amount represents the average for the Amount column.
  • s!Amount represents the sum of the Amount column.
  • m!Amount represents the minimum value of the Amount column.
  • x!Amount represents the maximum value of the Amount column.
  • s!<customfieldID> represents the sum of a custom field column. For custom fields and custom report types, the identity is a combination of the summary type and the field ID.
  • u!<column_name> represents a unique count of values for the specified <column_name>. For example, u!_AccountName_ returns the number of unique account name values in the AccountName field.

Example sort object for tabular Lightning table format or Top N source report:

1{
2 "sort" : {
3   "column" : "TYPE",
4   "sortOrder" : "asc", 
5   "type" : "label" }, 
6}

Sort

PropertyTypeDescription
inheritedReportSortStringFor this release (v46.0) and later, keep the default value of null for this property and use sortOrder instead.
sortAggregateStringName of the aggregate by which the dashboard component sorts. If null, the dashboard component sorts by label or matches/inverts the report’s sort order.
sortOrderStringSpecifies whether the dashboard component sorts in ascending (Asc) or descending (Desc) order.

Visualization properties (Chart)

PropertyTypeDescription
axisRangeStringRange of values specified for the axis.
decimalPrecisionIntegerThe number of decimal places included in a dashboard metric, chart, or table, 0–5. If -1 or null, Salesforce automatically sets the number of decimal places.
displayUnitsStringSpecify how to display numbers. Possible values are whole (display the true value without rounding), auto (round to the nearest thousand, million, and so on as a shortened value—for example, 1,876 displays as 1.9k; summaries still use the true value), hundreds, thousands, millions, billions, trillions (display as multiples of that unit), or null (customizing how numbers display isn’t applicable).
drillURLStringSpecifies a custom link destination from a dashboard component. If drillURL begins with https:// or http:// or www., then the link directs to a website outside of Salesforce. Otherwise, the destination is a site inside Salesforce. Null if no link is set.
groupByTypeStringType of second-level grouping.
legendPositionStringPosition of legend on the grid. Valid values are bottom, right, and none.
showValuesBooleanIndicates whether to include values in the chart. Valid values are true and false.

Visualization properties (Table)

PropertyTypeDescription
breakPointsBreak point[]Break points for the table component.
displayUnitsStringSpecify how to display numbers. Possible values are whole (display the true value without rounding), auto (round to the nearest thousand, million, and so on as a shortened value—for example, 1,876 displays as 1.9k; summaries still use the true value), hundreds, thousands, millions, billions, trillions (display as multiples of that unit), or null (customizing how numbers display isn’t applicable).
drillURLStringSpecifies a custom link destination from a dashboard component. If drillURL begins with https:// or http:// or www., then the link directs to a website outside of Salesforce. Otherwise, the destination is a site inside Salesforce. Null if no link is set.
tableColumnsTable columns[]Columns of the table component.

Visualization properties (Metric)

PropertyTypeDescription
breakPointsBreak point[]Break points for the metric component.
displayUnitsStringSpecify how to display numbers. Possible values are whole (display the true value without rounding), auto (round to the nearest thousand, million, and so on as a shortened value—for example, 1,876 displays as 1.9k; summaries still use the true value), hundreds, thousands, millions, billions, trillions (display as multiples of that unit), or null (customizing how numbers display isn’t applicable).
drillURLStringSpecifies a custom link destination from a dashboard component. If drillURL begins with https:// or http:// or www., then the link directs to a website outside of Salesforce. Otherwise, the destination is a site inside Salesforce. Null if no link is set.
metricLabelStringLabel for the metric component.

Visualization properties (Gauge)

PropertyTypeDescription
breakPointsBreak point[]Break points for the gauge component.
displayUnitsStringSpecify how to display numbers. Possible values are whole (display the true value without rounding), auto (round to the nearest thousand, million, and so on as a shortened value—for example, 1,876 displays as 1.9k; summaries still use the true value), hundreds, thousands, millions, billions, trillions (display as multiples of that unit), or null (customizing how numbers display isn’t applicable).
drillURLStringSpecifies a custom link destination from a dashboard component. If drillURL begins with https:// or http:// or www., then the link directs to a website outside of Salesforce. Otherwise, the destination is a site inside Salesforce. Null if no link is set.
showPercentagesBooleanSpecify whether percentages are displayed (true) or not (false)
showTotalBooleanIndicates whether the total is displayed (true) or not (false).

Properties (for Visualforce page component type)

PropertyTypeDescription
pageNameStringDeveloper name of the Visualforce page.
heightStringHeight of the Visualforce page, in pixels.

Filters

PropertyTypeDescription
errorMessageStringIf there is no error with a dashboard filter, then null. Otherwise, the error message is returned.
nameStringLocalized display name of filter.
optionsFilter optionOrdered array of possible filter options.
selectedOptionIntegerIndex of the selected option from the options array. This matches the selection that was made based on the filter1, filter2, or filter3 parameter. Value is null if no option is selected.

Filter option

PropertyTypeDescription
aliasStringOptional alias of the filter option.
idStringUnique identifier of the filter option. Used as a value for the filter1, filter2, and filter3 parameters.
operationStringUnique API name for the filter operation. Valid filter operations depend on the data type of the filter field. Value can be equals, notEqual, lessThan, greaterThan, lessOrEqual, greaterOrEqual, contains, notContain, startsWith, includes, excludes, within, or between.
valueStringValue to filter on. Used for all operations except between.
startValueStringStart value when using a between operation. Not set for all other operations.
endValueStringEnd value when using a between operation. Not set for all other operations.

Layout

PropertyTypeDescription
columnsColumns[]Dashboard layout columns. Can have 2 or 3 columns, including empty columns. This property is available only if the dashboard was created using Salesforce Classic.
componentsComponentsLayout for dashboards. This property is available only if the dashboard was created using Lightning Experience.

Columns

PropertyTypeDescription
componentsInteger[]Ordered list of components in a column (top to bottom). Components are represented by indices into the array of components in the dashboard metadata object.

Components

PropertyTypeDescription
colspanIntegerWidth of component in columns. For example, if colspan=3, then the component spans 3 columns.
rowspanIntegerHeight of component in rows. For example, if rowspan=4, then the component spans 4 rows.
columnStringColumn position on the grid.
rowStringRow position on the grid.

Running user

PropertyTypeDescription
displayNameStringDisplay name of running user.
idStringReturns the ID of the running user specified for the dashboard. If the dashboard is configured to run as the viewing user, returns the user ID of the dashboard creator.