0

I have a requirement to embed a margin minder dashboard (this is a third party dashboard similar to tableau) onto the Account page. I have started building this using an iframe in a Visualforce page. I am able to display the dashboard on the page with no problem.

My issue comes when I try to filter that dashboard based on the record that is displayed. I am matching up (at least I think) my filter perimeters with what is listed in the table of the dashboard (I doing this by account id). However when I load a record, the dashboard returns/displays all results instead of just those that pertains to the record which is loaded. Below is my code. I have also renamed the Account object "Branch." Any suggestions would be appreciated:

<apex:page standardController="Account" showheader="false" sidebar="false">
  <apex:iframe src="https://analytics.xxxxx.com/SDM/SDM.aspx?ds=MM_Web&view=viewer&categoryId=0&dashboard=Branches&:hideTopBar=true&:filters=Wholesaler.SalesForce_BranchID&:embed=y&:showShareOptions=false&:toolbar=false&:display_count=no&:showVizHome=no&Id%20(Account)={! Account.Id }" height="300px" width="100%" scrolling="true">
  </apex:iframe>
</apex:page>

Thanks in advance.

1 Answer 1

1

Figured out the solution or fix for this was to insert the following function into the url (Account)={!Account.Id}. After inserting this right after the dashboard description, when the iframe loads the dashboard is automatically filtered according to the Salesforce record that is loaded.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .