[SalesForce] summary report on visual force page

can any one help me out in this.I have created a custom visual force page on "quote " object in a PDF format where the data gets displayed .Now Can we create a summary Report like data with subtotal and grandtotals in a visual force page in a PDF format.Any suggestion plz.

Using an tag as and passing a hard core value in a Visualforce page in a PDF.

<analytics:reportChart ReportId="XXXXXXXXXXXXX" showRefreshButton="true" size="huge" cacheResults="false" />

Best Answer

You can do this if all of the values or components of the values you need exist in the database. You will need to write your own controller and own Visualforce page with renderAs="pdf". SOQL Aggregate functions give you the ability to summarize data with functions such as SUM. The feasibility of this is dependent on your data set size. If it is larger than the governor limits will allow for your query, you may have to summarize the data in a batch job first.

Another alternative is to use the Salesforce1 Reporting API in Apex (formerly known as Analytics API via Apex). With this, you can create the summary report that you want and then query the data in your Apex controller. There is support for summary reports in the API.

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[SalesForce] how to create a Visual force page as a PDF report ,it should be link on the Quote header to open this PDF

This answer mainly addresses your item 1).

Cleanly formatted PDF output is best achieved by using mainly raw HTML tags with simple CSS styling. See Best Practices for Rendering PDFs for the apex tags that are safe to use. While developing, it is helpful to set renderAs="HTML" so you can use your browser's CSS tools to get the styling right and then switch to renderAs="PDF" late in the process.

Here is an example of a PDF page:

<apex:page standardController="Claim__c" extensions="ClaimContentController"
        applyHtmlTag="false" renderAs="PDF">

    <head>
        <link href="{! $Resource.PdfCss }" rel="stylesheet" type="text/css"/>
    </head>

    <div class="title">Claim Attachments {!claim.Name}</div>

    <h1>Claim Summary</h1>
    <table class="detailList" border="0" cellpadding="0" cellspacing="0">
        <tr>
            <td class="labelCol">Claim</td>
            <td class="data2Col"><apex:outputField value="{!claim.Name}"/></td>
        </tr>
        <tr>
            <td class="labelCol">Policy</td>
            <td class="data2Col"><apex:outputField value="{!claim.Policy__r.Name}"/></td>
        </tr>
        <tr>
            <td class="labelCol">Benefit Type</td>
            <td class="data2Col">{!claim.BenefitType__c}</td>
        </tr>
        <tr>
            <td class="labelCol">Claimant/Insured</td>
            <td class="data2Col">{!claimantInsuredName}</td>
        </tr>
        <tr>
            <td class="labelCol">Claim Owner</td>
            <td class="data2Col"><apex:outputField value="{!claim.OwnerId}"/></td>
        </tr>
    </table>
    <p>This document was created {!formattedNow}.</p>

    <h1>Attachments</h1>
    <table class="bordered">
        <thead>
            <tr>
                <th class="bordered">Related To</th>
                <th class="bordered">Type</th>
                <th class="bordered">Name</th>
                <th class="bordered">Description</th>
                <th class="bordered">Created By</th>
            </tr>
        </thead>
        <tbody>
            <apex:repeat value="{!attachments}" var="a">
            <tr>
                <td class="bordered"><apex:outputText value="{!a.ParentName}"/></td>
                <td class="bordered"><apex:outputText value="{!a.parentType}"/></td>
                <td class="bordered"><apex:outputField value="{!a.sob.Name}"/></td>
                <td class="bordered"><apex:outputField value="{!a.sob.Description}"/></td>
                <td class="bordered"><apex:outputField value="{!a.sob.CreatedById}"/></td>
            </tr>
            </apex:repeat>
        </tbody>
    </table>

</apex:page>

You may need to create a normal Visualforce page to make any selections of data that is to be presented in the PDF and then pass those values to the PDF page as parameters so that the PDF page's controller can query the right data. I'm not entirely clear what you are asking in your item 2) and 3).

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[SalesForce] how to create a Visual force page as a PDF report ,it should be link on the Quote header to open this PDF

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