i’m using wordpress and I’m looking for a solution to display data from an API source into dynamic tables and charts(advanced charts with multiple axes(I want to have stock price with revenue/expenses/… in the same chart).
The easiest way to use chartjs, highcharts or any other chart library supporting API?
I found Jetengine but it's impossible to make a column clickable. Example: list of all stocks but I can't click on a stock to see its chart and financial details).
I'm now planning to store data on my database.
If you know any plugin supporting APIs table and charts...
I'm not a coder and I'm lost :)
Thanks!
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I work for a nonprofit which help disabled military veterans. We have all our participants register with us using Salesforce as the repository of their registrations. We have dashboard components in Salesforce Lighting which totals up the number of active participants we have. I would like to display the component on our WordPress site but have never done anything like that before. I was hoping to find someone who has done something like that and offer some direction on how to go about doing it.
I tried looking up WordPress plugins which integrate with Salesforce. Most seem to be geared towards sending registrations back and forth but not displaying information. From a little bit of research, it seems like coding might need to be involved. Maybe doing a REST API with a Post option which will send the data through an HTTP URI? But to my understanding is that it would require WordPress to be an API. I am sure there are gaps in my logic.
I dont have an extensive amount of programing language experience but am willing to learn. I have taken a few Java and JavaScript classes in school.
I have not attempted this yet. I am just looking for feedback and direction.
Few options here, in no specific order...
Do Wordpress users have real Salesforce accounts or is their data simply stored in SF? Ask your Salesforce admin if there's a "customer community" configured (if your SF org is really old he might refer to it as customer portal). Communities offer nice way of exposing SF to poeple who don't need full SF user licenses. Think like collaborating with real SF users on "My Cases", viewing reports & dashboards... But for this you'd really need people logged in to SF so it won't work if you want just something anonymous. Some more info
Another option might be using Sites (Visualforce pages that expose SF data to guest users). Think like displaying a product catalog, FAQ, web-to-lead form or some other generic "contact us" page that's anonymous. So if you have SF developer (or admin with good copy-paste skills) you could use some Visualforce charts. They can be 100% coded (like this) or fed data from a report (like this) so it's simpler for admin to change the report filters or something without really writing code. Not sure if the simple route will work on a Site, there are some old answers that say "No", you might have to try it out. Worst case you'd need Apex code (or JavaScript) to query SF for results and display them. And display that SF Site page as <iframe> in Wordpress.
A slight twist on the Sites option - do you use Chatter (bit like Twitter inside SF)? There's way to take a snapshot of a report when a milestone has been met and post it to chatter ("congrats for hitting X participants"). And embed feeds on Visualforce pages too. Docs
What SF edition you're on (Group/Professional/Enterprise...)? If you have API access to Salesforce you could query the info yourself from Wordpress and display it using whatever charting library's easiest for you (Google Charts, Flot...). There are tons of examples how to connect to SF from PHP (or maybe you could cannibalize a WP plugin). Technically it's one POST message to log in to SF and one GET to run a query (something as simple as SELECT COUNT() FROM Contact WHERE isActive__c = true?)
That'd be more or less everything in terms of pulling data out of Salesforce. I mean if you have API access enabled you can slice & dice it how you want, extract data with raw PHP code or use some middleware but overall idea doesn't change. Write queries yourself or use "Analytics API" to access report results (so your administrator has power to change it without coding)...
So how about pushing? SF could notify you about current participants count. At scheduled intervals or even realtime. That'd be "just" raw data though, you'd have to write visualisation yourself.
Plenty of options here
workflow rules (code-free), sends XML message to specified URL so you'd need a WP page that can "capture" the result. Could be sent on creation of new record or update of existing. Won't give you totals, it'd be data related to that particular record so you'd have to build kind of +1 / -1 counter... Or if you use a report + analytic snapshot (helper object to store report results) and have workflow on that - that could be really close to what's needed.
scheduled apex job to run some queries and send the results to you. Again - you'd need a WP url that can be called from SF
if there's a CometD plugin for Wordpress you should look at Salesforce Streaming API, Platform Events or (newer and even simpler to configure) Change Data Capture. Basically you "subscribe" to a topic (a SF query) and whenever SF data changes and SF decides it'd change the results of the query - it'd push the results to you. It's almost realtime. Too much to write about them, perhaps best if you'd try to click through some trailheads - SF self-paced training courses:
https://trailhead.salesforce.com/en/content/learn/modules/api_basics/api_basics_streaming
https://trailhead.salesforce.com/en/content/learn/modules/change-data-capture
https://trailhead.salesforce.com/en/content/learn/modules/platform_events_basics
Does anyone know if you can created automated reports from multiple GA views? I have a different views in GA setup for different localised webpages.
For example: I want to create a report of bounce rates that is automated for multiple views - then show this report in a dashboard - maybe through Google Data Studio or Google Sheets?
Can anyone shed any light on this?
Mucho Appreciato
I would definitely use the Google Analytics spreadsheet addon for that, this will allow you to:
copy really easily the same report configuration for all view
aggregate data from each of these views in the separate spreadsheet
Depending on what you want to show in your dashboard, an efficient visualisation in Data Studio might be impossible, as you will not be able to mix data sources (your different views) in the same graphical element, table or scorecard.
We'd like a sort of overview report regarding our petitions in CiviCRM. It would be great to have two pie charts, one showing contacted and signed % and contacted but not signed %, and another pie chart showing the results of our one-question poll (Yes, No, Maybe).
Ideally the charting would be integrated into CiviCRM so we don't need to do custom code to get charts every time we run a poll.
I can't find anything to do this on the CiviCRM forums and my question there is unanswered.
Would this be better done in Drupal Webforms?
This is probably a job for a custom report template. The issue is that you're not just looking at petition signature activities; you're comparing that against being "contacted". CiviCRM won't know off the bat what you mean by that. Is it receiving an email? Having a phone call activity? Having any activity in X campaign?
The custom report template would need to extend the activity report to include contacts who are involved in two activities: being "contacted" and signing the petition. Really, it's not a report of petition signatures--many won't have signed anything--it's a report of being "contacted", so you'll need to be able to filter out what that is (and distinguish these activities from being contacted with a different ask).
You'll need to have the report template make joins from the "contacted" activity to the civicrm_activity_contact table, then to the same table (to find other activities the same contact is involved with), then to the civicrm_activity table again to get the petition signatures. Once you have the basics working there, you can add in columns and filters, and after that, you can give the report a pie chart display.
Once you have all this set up (and it is a bit significant--my shop would charge for 5-10 hours of work), you could use the regular interface to pick which petition and what criteria should be used for identifying those being "contacted". You could have a bunch of saved report instances for that single template, so you wouldn't need to write any new code unless a CiviCRM upgrade interfered with things.
Here's the reference for how to create custom report templates:
http://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Report-Template+Extension
I have a content type known as BloodDonors with a field, Blood Group. I would like to display the count of distinct blood groups in the form of a pie-chart. Can I achieve this without coding?
Many options are available
Google chart API (workes with views)
Visualization
You can also integrate Google chart Java script version looks great but need to do custom coding.
Cheers!!!
This is more a question of if this is the right way to achieve the desired solution.
We are building an eCommerce store like Shopify. We want to display report/data to our users for their stores.
Using GA can we do this. We was thinking of using one account. Adding the tracking api. Posting the store sales using the eCommerce plugin.
Then pulling the data back into our control panel, show graphs etc.
Is this a workable solution.
What would the issues be.
Best way to segment for each store so that we don't have data bleed (we may have thousands of stores - coincidentally they would have a domain like mystore.yourstore.com)
Any advice or better ways of us doing this without re-inventing the wheel.
Thanks
You can segment data with a custom Google Analytics variable or by setting the subdomain, e.g.:
pageTracker._setDomainName("subdomain.yoursite.com");
I think your approach is viable, but the notable challenge is that you have build out custom code to pull all of the data from Google Analytics into your application. I don't know of many off the shelf products that would offer this type of segmentation for analytics without requiring you to manage and create users for every subdomain/store.
The only thing I can think of is building out automated reports in Google Analytics (or similarly in Omniture) and have them sent to your store owners. But unfortunately those would be static reports such as PDFs.