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Embedding Wave Dashboard in to VisualForce page with Filters

This is a post on how to successfully embed a Wave dashboard in Visualforce with multiple datasource filters in Summer 17. If you found errors, fixes, or need help please comment and I'll respond/update the post, thanks!

Wave err...Einstein Analytics as Marketing has now re-branded Wave, is a little spotty on documentation. It assumes you drive the same way to and from work everyday so as you would expect it is a little lacking flexibility for the million other ways you could use the functionality. Recently I wanted to give users an Account Analysis dashboard without having to completely redo the Account Page since not everyone has a Wave license. One quick solution was to create a VisualForce page that was filtered on one Account with multiple data sources using a custom link from the Account Page to the custom VisualForce page. The challenge other than documentation that does not work in the live system was multiple datasets.

This is the documentation page that as of Summer 17 actually does not work (v40.0): https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_compref_wave_dashboard.htm

This is the page that provides the clue: https://success.salesforce.com/issues_view?id=a1p3A0000008gVeQAI

Couple of tips:

  • You do not need to create a list on the dashboard as the documentation states. It is nice to provide to your users in case they want to switch Accounts but is not critical for this working.
  • "Connect Data Sources" will not allow you to filter just one dataset and cascade to the other datasets.
  • Creating Links with "Apply Selections and Filters" checked will cause issues. When I tried under Summer 17 it will unfilter my parent dashboard or not work at all.

Results may vary and I'm hoping with hotfixes and releases this is fixed but for Summer 17 on July 9th 2017 this is how the system works.

And here's the details:

And here's the full example page. Since it uses a standard controller it does not need a test class (WOOHOO!)

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  1. Thank for sharing 🙂 you made my day!!!

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