Thursday, May 18, 2017

Obtaining Wave Dashboard Info

For those times when you would like info about your dashboards within your Salesforce Wave application you may use the following utility. Please note that this process will run as your currently logged in user, and it will utilize your active session ID to acquire the data. It will be unable to get dashboard info for dashboards that may exist in the private folders of other users or applications you are unable to view. This will require the installation of a bookmarklet and works best using the chrome browser. It will optionally create a dataset if you can create datasets or you may download a CSV file of the data obtained.

1) Within the Chrome browser application - from the "View" menu, make sure the "Always Show Bookmarks" option is activated. 

2) Drag the following link onto the bookmarks bar

Wave dashboard info

3) Login into your instance and go to the Wave Analytics home page.

4) Click the bookmarklet and it will launch a background task. It should run in under a few seconds. If it does not complete in that time, try refreshing your window and restart from step 3.

5) Once complete you will see this popup, you may create the dataset (it will require 1 row per dashboard) - or you can create a file to download. "Ok" will create a dataset, "Cancel" will generate a link to CSV data you may download. Your server name will be different.


6) If you selected a dataset, you will have a new dataset named "Dataset_Info" typically within 15 seconds. If you selected the file you will see a link that looks like the following and clicking it will automatically trigger the file download.



7) Now you may either explore the dataset name 'Dashboard_Info' or the CSV file you downloaded.

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