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Class: AnalyticsDashboard
A web component for embedding a Tableau Next dashboard.
| Methods | Accessors | Properties |
|---|---|---|
Extends
AnalyticsComponentWithFilter
Implements
ExportableFilterSimplificationMetadataProvider
Constructors
new AnalyticsDashboard()
new AnalyticsDashboard(
props):AnalyticsDashboard
The constructor for AnalyticsDashboard.
Parameters
• props: DashboardProps
The initialization properties for the dashboard component.
Returns
Supported Dashboard Actions
Dashboard button actions are supported in third-party embedding, including Salesforce Flows, page navigation, and URL navigation. For more information about dashboard actions, see Add Single-Click Actions to Your Data
Usage
1//JavaScript
2//Importing required modules and libraries from the Tableau Next Embedding SDK
3import {initializeAnalyticsSdk, AnalyticsDashboard, analyticsEventTarget} from '@salesforce/analytics-embedding-sdk';
4
5analyticsEventTarget.addEventListener(EventName.ERROR, (errorEvent) => { //Listening to global ERROR event, such as SDK or component initialization failures.
6 console.log("Received a global error event", errorEvent) //Error details, such as error code and message, are available in the event object
7});
8
9await initializeAnalyticsSdk({ //Configuration object for initializing the Tableau Next Embedding SDK
10 authCredential: "<%- authCredential %>", //The frontdoor URL required for authentication
11 orgUrl: '<%- org-url %>' //The Salesforce org URL that hosts the Analytics component to embed.
12});
13
14const analyticsDashboard = new AnalyticsDashboard({
15 parentIdOrElement: '<%- parent-element %>', //The parent ID or element to render the component in
16 idOrApiName: '<%- dashboard-id-or-api-name %>'}); //The ID or API name of the component to embed
17
18analyticsDashboard.addEventListener(EventName.ERROR, (event) => { //Listening to component specific ERROR event
19 console.log("Received error", event); //Error details (such as error code and message) are available in the event object
20 });
21
22 analyticsDashboard.addEventListener(EventName.COMPONENT_LOADED, () => { //Listening to COMPONENT_LOADED event triggered when the component gets loaded
23 console.log("Component Loaded");
24 });
25
26analyticsDashboard.filters = [ //Sets filter property of the dashboard component to apply a filter on the embedded dashboard on load time.
27 {
28 dataSource: '<%- datasource-api-name %>', //The semantic data model API name of the field to be filtered
29 fieldName: '<%- semantic-model-api-name %>.<%- field-api-name %>', //The API name of the semantic model and the API name of the field to filter
30 values: ['<%- value %>'], //The field value to filter the component with based on the operator <%filter-operator %>
31 operator: FilterOperator.<%filter-operator %>
32 }
33];
34
35analyticsDashboard.render(); //Renders the dashboard in the parent HTML element1//TypeScript
2//Importing required modules and libraries from the Tableau Next Embedding SDK
3import {
4 AnalyticsDashboard,
5 initializeAnalyticsSdk,
6 analyticsEventTarget,
7 EventName,
8 FilterOperator,
9 type DashboardProps,
10 type AnalyticsSdkConfig
11} from '@salesforce/analytics-embedding-sdk';
12
13analyticsEventTarget.addEventListener(EventName.ERROR, (errorEvent) => { //Listening to global ERROR event, such as SDK or component initialization failures.
14 console.log("Received a global error event", errorEvent) //Error details, such as error code and message, are available in the event object
15});
16
17const config: AnalyticsSdkConfig = { //Configuration object for initializing the Tableau Next Embedding SDK
18 authCredential: "<%- authCredential %>", //The frontdoor URL required for authentication
19 orgUrl: "<%- org-url %>" //The Salesforce org URL that hosts the Analytics component to be embedded.
20};
21await initializeAnalyticsSdk(config); //Initializes the Tableau Next Embedding SDK with the provided configuration and returns a promise that resolves on successful initialization.
22
23const dashboardProps: DashboardProps = { // Defines the properties required for configuring a dashboard component.
24 parentIdOrElement: '<%- parent-element %>', //The parent ID or element to render the component in
25 idOrApiName: '<%- dashboard-id-or-api-name %>' //The ID or API name of the component to embed
26};
27
28const analyticsDashboard: AnalyticsDashboard = new AnalyticsDashboard(dashboardProps); //A web component for embedding an analytics dashboard
29
30analyticsDashboard.addEventListener(EventName.ERROR, (event) => { //Listening to component specific ERROR event
31 console.log("Received error", event); //Error details (such as error code and message) are available in the event object
32});
33
34analyticsDashboard.addEventListener(EventName.COMPONENT_LOADED, () => { //Listening to COMPONENT_LOADED event triggered when the component gets loaded
35 console.log("Component Loaded");
36});
37
38analyticsDashboard.filters = [ //Sets filter property of the dashboard component to apply a filter on the embedded dashboard on load time.
39 {
40 dataSource: '<%- datasource-api-name %>', //The semantic data model API name of the field to be filtered
41 fieldName: '<%- semantic-model-api-name %>.<%- field-api-name %>', //The API name of the semantic model and the API name of the field to filter
42 values: ['<%- value %>'], //The field value to filter the component with based on the operator <%filter-operator %>
43 operator: FilterOperator.<%filter-operator %>
44 }
45];
46
47analyticsDashboard.render(); //Renders the dashboard in the parent HTML elementMulti-org Usage
In multi-org scenarios, always specify the orgUrl parameter when creating components:
1// After initializing SDK with multiple orgs
2const dashboard1 = new AnalyticsDashboard({
3 parentIdOrElement: "container1",
4 idOrApiName: "Dashboard1",
5 orgUrl: "https://org1.lightning.force.com", // Required in multi-org
6});
7
8const dashboard2 = new AnalyticsDashboard({
9 parentIdOrElement: "container2",
10 idOrApiName: "Dashboard2",
11 orgUrl: "https://org2.lightning.force.com", // Required in multi-org
12});Note: The orgUrl parameter must be a Lightning URL (e.g., https://yourorg.lightning.force.com), not the my.salesforce.com domain URL.
Overrides
AnalyticsComponentWithFilter.constructor
Properties
parentIdOrElement
parentIdOrElement:
string|HTMLElement
This ID of the container or the container where the analytics component is embedded.
Inherited from
AnalyticsComponentWithFilter.parentIdOrElement
Accessors
componentType
getcomponentType():string
Returns the component type: ‘dashboard’.
Returns
string
Overrides
AnalyticsComponentWithFilter.componentType
customViewId
getcustomViewId():string
Gets the custom view ID for the dashboard. The custom view ID is used to apply saved filter state to preserve dashboard interactivity context.
setcustomViewId(val):void
Sets the custom view ID for the dashboard. Use this to apply a saved filter state when rendering an interactive dashboard.
Parameters
• val: string
The custom view ID to set.
Returns
string
The custom view ID, or empty string if not set.
filters
getfilters():UnifiedFilterJson[]
The filters for the component.
setfilters(val):void
Sets the filters for the component.
Parameters
• val: UnifiedFilterJson[]
The filters to set.
Returns
- Returns a list of filters for the component.
Inherited from
AnalyticsComponentWithFilter.filters
height
getheight():string
The height for the component, in CSS units. Acceptable string formats include:
- Pixel values (e.g., “800px”)
- Percentages (e.g., “100%”)
- Relative units (e.g., “2rem”, “1.5em”)
- Other valid CSS height values. If an invalid value is provided, the value defaults to 100%.
setheight(val):void
Parameters
• val: string
Returns
string
- Returns the height of the component.
Inherited from
AnalyticsComponentWithFilter.height
hideHeader
gethideHeader():boolean
Indicates whether the header is currently hidden.
Default is false, meaning the header is visible.
Returns
boolean
true if the header is hidden, false otherwise.
idOrApiName
getidOrApiName():string
The ID or API name used to identify the Tableau Next component.
setidOrApiName(val):void
Parameters
• val: string
Returns
string
- Returns the ID or API name of the component to embed.
Inherited from
AnalyticsComponentWithFilter.idOrApiName
orgUrl
getorgUrl():undefined|string
The org URL for the component.
Multi-org Note: In multi-org scenarios, this property identifies which org the component belongs to. Returns a Lightning URL (e.g., https://yourorg.lightning.force.com).
setorgUrl(val):void
Parameters
• val: string
Returns
undefined | string
The org URL, or undefined if not set.
Inherited from
AnalyticsComponentWithFilter.orgUrl
pageName
getpageName():string
Gets the name of the current dashboard page. Use this when you need to reference or display the active page.
Returns
string
The name of the current page.
width
getwidth():string
The width for the component, in CSS units. Acceptable string formats include:
- Pixel values (e.g., “800px”)
- Percentages (e.g., “100%”)
- Relative units (e.g., “2rem”, “1.5em”)
- Other valid CSS width values. If an invalid value is provided, the value defaults to 100%.
setwidth(val):void
Parameters
• val: string
Returns
string
- Returns the width of the component.
Inherited from
AnalyticsComponentWithFilter.width
Methods
applyFilters()
applyFilters(
filters):Promise<void>
Apply the specified filters to the component.
If the filter format is invalid, an ERROR event is thrown and the filter application fails.
Please ensure that all filters are correctly formatted and have correct values for the required properties.
Parameters
• filters: UnifiedFilterJson[]
A list of filters.
Returns
Promise<void>
- A promise that resolves when the filters are applied.
Async
Examples
1// For dashboards, the `dataSource` attribute is required in the filter input
2// to specify the data source to which the filter should be applied.
3
4await component.render();
5
6const filters: UnifiedFilterJson[] = [
7 {
8 fieldName: "Account.Name",
9 operator: FilterOperator.Equals,
10 values: ["Acme Corp"],
11 dataSource: "SalesData", // specifying data source for dashboards
12 },
13];
14
15await component.applyFilters(filters); //applies the filters to the component.1// For metrics or visualizations, dataSource not needed.
2
3await component.render();
4
5const filters: UnifiedFilterJson[] = [
6 {
7 fieldName: "Account.Name",
8 operator: FilterOperator.Equals,
9 values: ["Acme Corp"],
10 },
11];
12
13await component.applyFilters(filters); //applies the filters to the component.Inherited from
AnalyticsComponentWithFilter.applyFilters
clearFilters()
clearFilters():
Promise<void>
Clears the current list of filters for the component.
Returns
Promise<void>
A promise that resolves when the fliters are removed.
Async
Examples
1// For dashboards, the `dataSource` attribute is required in the filter input
2// to specify the data source to which the filter should be applied.
3
4await component.render();
5
6const filters: UnifiedFilterJson[] = [
7 {
8 fieldName: "Account.Name",
9 operator: FilterOperator.Equals,
10 values: ["Acme Corp"],
11 dataSource: "SalesData",
12 },
13];
14
15await component.applyFilters(filters); //applies the filters to the component.
16
17await component.clearFilters(); // Clears the filters applied to the component.1// For metrics or visualizations, no need to pass dataSource.
2
3await component.render();
4
5const filters: UnifiedFilterJson[] = [
6 {
7 fieldName: "Account.Name",
8 operator: FilterOperator.Equals,
9 values: ["Acme Corp"],
10 },
11];
12
13await component.applyFilters(filters); //applies the filters to the component.
14
15await component.clearFilters(); // Clears the filters applied to the component.Inherited from
AnalyticsComponentWithFilter.clearFilters
export()
export(
filename?,filetype?):Promise<void>
Triggers an event requesting an export of the component in the required format.
Parameters
• filename?: string
The name of the file to export, excluding the file extension. If not provided, the componentName is used.
• filetype?: ExportFileType
The format of export. If not provided, defaults to PNG. Supported types: PNG.
Returns
Promise<void>
A promise that resolves when the export operation is complete.
Async
Throws
Throws an error if the export operation isn’t supported.
Example
1// Assuming `myComponent` is an instance of a class that implements the export() method
2// Export with default filename and default PNG format
3await myComponent.export();
4
5// Export with a custom filename (still as PNG)
6await myComponent.export("my-component");
7
8// Export with custom filename and file type
9await myComponent.export("report", ExportFileType.PNG); // Currently only PNG supportedImplementation of
Exportable.export
getDataSources()
getDataSources():
Promise<DataSource[]>
Returns a list of data sources available for the embedded dashboard. Use this function when applying filters to dashboards, which can have multiple data sources.
Returns
Promise<DataSource[]>
A promise that resolves to a list of data sources.
Async
Example
1const dashboard = new AnalyticsDashboard({
2 parentIdOrElement: "dashboard-container",
3 idOrApiName: "my-dashboard",
4});
5
6await dashboard.render();
7
8const dataSources = await dashboard.getDataSources();
9
10// Returns: Array<DataSource> where each DataSource has parameters for apiName and label.
11// - apiName: string (e.g., "Account", "Opportunity")
12// - label: string (e.g., "Account", "Sales Opportunity")
13
14// For simple text dashboards, returns empty array: []
15// For dashboards with data sources, returns array like:
16// [
17// { apiName: "Account", label: "Account" },
18// { apiName: "Opportunity", label: "Sales Opportunity" }
19// ]Throws
Raises error event for timeouts, permissions, or other issues
getFields()
getFields(
dataSources?):Promise<Map<string,Field[]>>
Returns a map of fields associated with the component.
Parameters
• dataSources?: DataSource[]
A list of datasources to retrieve the fields from. This isn’t required for visualizations and metrics. If omitted for dashboards, fields for all available data sources will be returned.
Returns
Promise<Map<string, Field[]>>
- A promise that resolves to a map where each key is a string data source API name and value is an array of Field objects.
Example
1// For dashboards, specify one or more data sources or omit to get all:
2const fieldsMap = await component.getFields(); // returns fields for all data sources
3
4// Example response structure:
5// fieldsMap => Map {
6// "SalesData" => [
7// { apiName: "Amount", label: "Amount", dataType: "Number", fieldType: "Measure" },
8// { apiName: "Region", label: "Region", dataType: "Text", fieldType: "Dimension" }
9// ],
10// "MarketingData" => [
11// { apiName: "CampaignName", label: "Campaign Name", dataType: "Text", fieldType: "Dimension" }
12// ]
13// }Implementation of
FilterSimplification.getFields
getFilterFieldValues()
getFilterFieldValues(
fieldApiName,fieldObjectName?,searchTerm?):Promise<any>
Retrieves the values for a specified field.
Parameters
• fieldApiName: string
Required. The API name of the field to retrieve the values for.
• fieldObjectName?: string
The object name of the field. The fieldObjectName parameter is only required if the specified field has an associated object name. User can know whether field has an associated object name or not in the response of getFields().
• searchTerm?: string
Optional. A search term to filter the field values.
Returns
Promise<any>
A promise that resolves with the field values. The exact structure depends on the event handler.
Example
1const fieldValues = await component.getFilterFieldValues("Account", "AccountObject", "Acme");
2console.log(fieldValues);
3
4// Example response:
5// [
6// "Acme Corporation",
7// "Acme Inc.",
8// "Acme Solutions"
9// ]Implementation of
FilterSimplification.getFilterFieldValues
getFilters()
getFilters():
Promise<UnifiedFilterJson[]>
Returns the list of filters applied to the component.
Returns
Promise<UnifiedFilterJson[]>
A promise that resolves to a list of FilterInfo objects.
Async
Examples
1// For dashboards, the `dataSource` attribute is required in the filter input
2// to specify the data source to which the filter should be applied.
3
4await component.render();
5
6const filters: UnifiedFilterJson[] = [
7 {
8 fieldName: "Account.Name",
9 operator: FilterOperator.Equals,
10 values: ["Acme Corp"],
11 dataSource: "SalesData",
12 },
13];
14
15await component.applyFilters(filters); //applies the filters to the component.
16const appliedFilters = await component.getFilters(); // Returns the filters applied to the component.1// For metrics or visualizations, no need to pass dataSource.
2
3await component.render();
4
5const filters: UnifiedFilterJson[] = [
6 {
7 fieldName: "Account.Name",
8 operator: FilterOperator.Equals,
9 values: ["Acme Corp"],
10 },
11];
12
13await component.applyFilters(filters); //applies the filters to the component.
14const appliedFilters = await component.getFilters(); // Returns the filters applied to the component.Inherited from
AnalyticsComponentWithFilter.getFilters
getInteractionDetails()
getInteractionDetails():
Promise<InteractionDetails>
Returns a comprehensive map containing all available data sources, fields, and filter fields for the component. This method provides a complete overview of the component.
Note: The dataSources array is only available for DashboardComponent
Returns
Promise<InteractionDetails>
A promise that resolves to an InteractionDetails object containing:
dataSources: Array of available data sourcesfields: Map where each key is a string data source API name and value is an array of Field objectsfilterFields: Map where each key is a string data source API name and value is an array of filterable Field objects
Async
Example
1const interactionDetails = await component.getInteractionDetails();
2
3// Example response structure for dashboard:
4// {
5// dataSources: [
6// { apiName: "SalesData", label: "Sales Data Source" },
7// { apiName: "MarketingData", label: "Marketing Data Source" }
8// ],
9// fields: Map {
10// "SalesData" => [
11// { apiName: "Amount", label: "Amount", dataType: "Number", fieldType: "Measure" },
12// { apiName: "Region", label: "Region", dataType: "String", fieldType: "Dimension" }
13// ],
14// "MarketingData" => [
15// { apiName: "CampaignName", label: "Campaign Name", dataType: "String", fieldType: "Dimension" }
16// ]
17// },
18// filterFields: Map {
19// "SalesData" => [
20// { apiName: "Amount", label: "Amount", dataType: "Number", fieldType: "Measure" }
21// ],
22// "MarketingData" => [
23// { apiName: "CampaignName", label: "Campaign Name", dataType: "String", fieldType: "Dimension" }
24// ]
25// }
26// }Implementation of
FilterSimplification.getInteractionDetails
getMetadata()
getMetadata():
Promise<ComponentMetadata>
Returns the component metadata. Use this to get information about the embedded component, such as its name, description, and configuration.
Returns
Promise<ComponentMetadata>
A promise that resolves to the ComponentMetadata object.
Implementation of
MetadataProvider.getMetadata
getPages()
getPages():
Promise<string[]>
Returns the list of page labels for the dashboard.
Returns
Promise<string[]>
A promise that resolves to a list of page labels.
Async
Example
1const dashboard = new AnalyticsDashboard({
2 parentIdOrElement: "dashboard-container",
3 idOrApiName: "my-dashboard",
4});
5
6await dashboard.render();
7
8const dashboardPages = await dashboard.getPages();
9
10// Returns: string[]
11
12// For dashboards with multiple pages, returns array of page labels:
13// For example, ["Overview", "Sales Performance", "Regional Analysis"]reload()
reload():
Promise<void>
Reloads the component to retrieve the latest data from the server.
Returns
Promise<void>
- A promise that resolves when reload is complete.
Async
Inherited from
AnalyticsComponentWithFilter.reload
render()
render():
Promise<string>
Renders the component by appending it to the specified parent element.
Returns
Promise<string>
A promise that resolves when the component is loaded successfully, or rejects with an error message if the loading fails.
Inherited from
AnalyticsComponentWithFilter.render
setPage()
setPage(
pageLabel?):Promise<void>
Sets the embedded dashboard to the specified page label. Only one page of the dashboard can be embedded at a time.
Parameters
• pageLabel?: string
The label of the page to display. If not specified, displays the first page.
Returns
Promise<void>
A promise that resolves when the page is set
Example
1const dashboard = new AnalyticsDashboard({
2 parentIdOrElement: "dashboard-container",
3 idOrApiName: "my-dashboard",
4});
5
6await dashboard.render();
7
8const pageLabel = "Sales Performance";
9
10await dashboard.setPage(pageLabel);
11
12// The dashboard now displays the "Sales Performance" page.Let us know so we can improve!