salesforce 零基础学习（二十三）数据记录导出至excel（自定义报表导出）

Posted 2020-07-08 zero.zhang

我们都知道，报表有个功能为导出excel，但是有的时候客户需求往往标准的报表达不到，比如导出excel，其中本月修改的数据字段标红，如下图所示。

这就需要我们去写VF来实现此功能。

需求：将数据表记录导出成excel，其中excel内容需要本月修改的数据字段自动标红显示。

表：Goods__c，字段如下：

 设计思路：如果导出excel并且需要跟踪每个字段的修改时间进行校验是否标红，则需要有一个表取跟踪这个表.有两种方式进行Track。

1.salesforce中提供了Track History功能，即当表字段小于20个情况下，可以通过设置Track History，那样系统会自动创建相关表的History表，在这个demo中系统会自动创建Goods_History表。详细Track History知识可以参看以下链接：

https://help.salesforce.com/apex/HTFederatedSearchResults#q=Track%20History&t=TopResultTab&sort=relevancy&f:@sflanguage=[en_US]

2.当表的字段超过20个，则通过Track History便无法满足需求了，这种情况我们需要自己创建一个sObject来和需要track的sObject进行关联，如下图所示：

 页面显示均使用标准生成的页面，在Goods__c修改情况下，需要设置Trigger自动插入此条Goods__c记录对应的GoodsSign__c记录，如果某个字段有修改，则设置某个字段相对应的Date信息为System.today().

制作步骤：

1.写GoodsTrigger.Trigger代码如下所示：

 1 trigger GoodsTrigger on Goods__c (before delete, before update) {
 2     if(trigger.isBefore) {
 3         //get the Schema Information of GoodsSign to check whether current user has access to operate the data
 4         Schema.DescribeSObjectResult goodsSignDescribe = GoodsSign__c.sObjectType.getDescribe();
 5         List<GoodsSign__c> goodsSignList = new List<GoodsSign__c>();
 6         //第一个参数为Goods__c的ID，第二个参数为GoodsSign__c
 7         Map<ID,GoodsSign__c> goodsIdToGoodsSignMap = new Map<ID,GoodsSign__c>();
 8         if(trigger.isUpdate) {
 9             Set<ID> goodsIdSet = new Set<ID>();
10             if(goodsSignDescribe.isCreateable() && goodsSignDescribe.isUpdateable()) {
11                 List<Goods__c> goodsNewList = trigger.new;
12                 List<Goods__c> goodsOldList = trigger.old;
13                 for(Goods__c goods : goodsNewList) {
14                     goodsIdSet.add(goods.Id);
15                 }
16                 String fetchGoodsSignByGoodsId = \'SELECT CreatedById, CreatedDate,\' +
17                     \' IsDeleted, GoodsBrandDate__c, GoodsCostPriceDate__c,\' +
18                     \' GoodsDescribeDate__c, GoodsId__c, GoodsNameDate__c,\' +
19                     \' GoodsPriceDate__c, Name, LastModifiedById, LastModifiedDate,\' +
20                     \' OwnerId, Id, SystemModstamp FROM GoodsSign__c \' + 
21                     \' where GoodsId__c in :goodsIdSet\';
22                 List<GoodsSign__c> tempGoodsSignList = Database.query(fetchGoodsSignByGoodsId);
23                 for(GoodsSign__c goodsSign : tempGoodsSignList) {
24                     goodsIdToGoodsSignMap.put(goodsSign.GoodsId__c,goodsSign);
25                 }
26                 for(Integer i=0;i<goodsNewList.size();i++) {
27                     Goods__c goodsNew = goodsNewList.get(i);
28                     Goods__c goodsOld = goodsOldList.get(i);
29                     GoodsSign__c goodsSign = new GoodsSign__c();
30                     Id goodsId = goodsNew.Id;
31                     if(goodsIdToGoodsSignMap.get(goodsId) != null) {
32                         goodsSign = goodsIdToGoodsSignMap.get(goodsId);
33                     }
34                     
35                     if(goodsNew.GoodsName__c != goodsOld.GoodsName__c) {
36                         goodsSign.GoodsNameDate__c = System.today();
37                     }
38                     if(goodsNew.GoodsPrice__c != goodsOld.GoodsPrice__c) {
39                         goodsSign.GoodsPriceDate__c = System.today();
40                     }
41                     if(goodsNew.GoodsCostPrice__c != goodsOld.GoodsCostPrice__c) {
42                         goodsSign.GoodsCostPriceDate__c = System.today();
43                     }
44                     if(goodsNew.GoodsBrand__c != goodsOld.GoodsBrand__c) {
45                         goodsSign.GoodsBrandDate__c = System.today();
46                     }
47                     if(goodsNew.GoodsDescribe__c != goodsOld.GoodsDescribe__c) {
48                         goodsSign.GoodsDescribeDate__c = System.today();
49                     }
50                     if(goodsSign.GoodsId__c == null) {
51                         goodsSign.GoodsId__c = goodsId;
52                     }
53                     goodsSignList.add(goodsSign);
54                  }
55                  if(goodsSignList.size() > 0) {
56                      upsert goodsSignList;
57                  }
58             }
59             
60         } else if(trigger.isDelete) {
61             //cascade delete 
62             if(goodsSignDescribe.isDeletable()) {
63                 List<Goods__c> goodsList = trigger.old;
64                 Set<ID> goodsIdSet = new Set<ID>();
65                 for(Goods__c currentGoods : goodsList) {
66                     if(!goodsIdSet.contains(currentGoods.Id)) {
67                         goodsIdSet.add(currentGoods.Id);
68                     }
69                 }
70                 String fetchGoodsSignByGoodsIdSet = \'SELECT CreatedById, CreatedDate,\' +
71                 \' IsDeleted, GoodsBrandDate__c, GoodsCostPriceDate__c, GoodsDescribeDate__c,\' +
72                 \' GoodsId__c, GoodsNameDate__c, GoodsPriceDate__c, Name, LastModifiedById,\' +
73                 \' LastModifiedDate, OwnerId, Id, SystemModstamp FROM GoodsSign__c\' +
74                 \' where GoodsId__c in :goodsIdSet\';
75                 List<GoodsSign__c> goodsSignNeedDeleteList = Database.query(fetchGoodsSignByGoodsIdSet);
76                 delete goodsSignNeedDeleteList;
77             }
78         }
79     } 
80 }

 

此Trigger有两个功能：

1.当进行修改操作并且Goods__c记录有字段改变时，如果有相对应的GoodsSign__c进行对应，则update此记录，否则新建记录，并记录哪些字段有修改;

2.当进行删除操作时，如果有相对应的GoodsSign__c进行对应，则级联删除。

两者操作均需要当前用户有GoodsSign的操作权限。

2.新建一个类用来记录导出的字段以及导出的字段的颜色。

 1 public with sharing class GoodsExportObject {
 2     public String goodsName{get;set;}
 3     public String goodsNameColor{get;set;}
 4     public String goodsBrand{get;set;}
 5     public String goodsBrandColor{get;set;}
 6     public String goodsPrice{get;set;}
 7     public String goodsPriceColor{get;set;}
 8     public String goodsCostPrice{get;set;}
 9     public String goodsCostPriceColor{get;set;}
10     public String goodsDescribe{get;set;}
11     public String goodsDescribeColor{get;set;}
12 }

3.新建Controller，此Controller用来获取显示到excel的数据。

 1 public with sharing class ExportGoodsController {
 2     
 3     List<Goods__c> goodsList{get;set;}
 4     List<GoodsSign__c> goodsSignList{get;set;}
 5     public List<GoodsExportObject> exportGoodsList{get;set;}
 6     Map<Id,GoodsSign__c> goodsSignMap = new Map<Id,GoodsSign__c>();
 7     public ExportGoodsController() {
 8         goodsList = new List<Goods__c>();
 9         goodsSignList = new List<GoodsSign__c>();
10         exportGoodsList = new List<GoodsExportObject>();
11         String fetchAllGoods = \'SELECT CreatedById, CreatedDate, IsDeleted,\' +
12         \' Name, GoodsBrand__c, GoodsCostPrice__c, GoodsDescribe__c, GoodsName__c,\' +
13         \' GoodsPrice__c, LastActivityDate, LastModifiedById, LastModifiedDate,\' +
14         \' OwnerId, Id, SystemModstamp FROM Goods__c\';
15         goodsList = Database.query(fetchAllGoods);
16         String fetchAllGoodsSign = \'SELECT CreatedById, CreatedDate, IsDeleted,\' +
17         \' GoodsBrandDate__c, GoodsCostPriceDate__c, GoodsDescribeDate__c,\' +
18         \' GoodsId__c, GoodsNameDate__c, GoodsPriceDate__c, Name, LastModifiedById,\' +
19         \' LastModifiedDate, OwnerId, Id, SystemModstamp FROM GoodsSign__c\';
20         goodsSignList = Database.query(fetchAllGoodsSign);
21         for(GoodsSign__c goodsSign : goodsSignList) {
22             if(!goodsSignMap.containsKey(goodsSign.GoodsId__c)) {
23                 goodsSignMap.put(goodsSign.GoodsId__c,goodsSign);
24             }
25         }
26     }
27     
28     
29     public PageReference exportGoods() {
30         String bgColor = \'red\';
31         Integer nowMonth = System.today().month();
32         for(Goods__c currentGoods : goodsList) {
33             GoodsSign__c goodsSign = goodsSignMap.get(currentGoods.Id);
34             GoodsExportObject tempGoodsExportObject = new GoodsExportObject();
35             tempGoodsExportObject.goodsName = currentGoods.GoodsName__c;
36             tempGoodsExportObject.goodsBrand = currentGoods.GoodsBrand__c;
37             tempGoodsExportObject.goodsPrice = String.valueOf(currentGoods.GoodsPrice__c);
38             tempGoodsExportObject.goodsCostPrice = String.valueOf(currentGoods.GoodsCostPrice__c);
39             tempGoodsExportObject.goodsDescribe = currentGoods.GoodsDescribe__c;
40             if(goodsSign != null) {
41                 if(goodsSign.GoodsNameDate__c != null && goodsSign.GoodsNameDate__c.month() == nowMonth) {
42                     tempGoodsExportObject.goodsNameColor = bgColor;
43                 }
44                 if(goodsSign.GoodsBrandDate__c != null && goodsSign.GoodsBrandDate__c.month() == nowMonth) {
45                     tempGoodsExportObject.goodsBrandColor = bgColor;
46                 }
47                 if(goodsSign.GoodsPriceDate__c != null && goodsSign.GoodsPriceDate__c.month() == nowMonth) {
48                     tempGoodsExportObject.goodsPriceColor = bgColor;
49                 }
50                 if(goodsSign.GoodsCostPriceDate__c != null && goodsSign.GoodsCostPriceDate__c.month() == nowMonth) {
51                     tempGoodsExportObject.goodsCostPriceColor = bgColor;
52                 }
53                 if(goodsSign.GoodsDescribeDate__c != null && goodsSign.GoodsDescribeDate__c.month() == nowMonth) {
54                     tempGoodsExportObject.goodsDescribeColor = bgColor;
55                 }
56             }
57             exportGoodsList.add(tempGoodsExportObject);
58         }
59         
60         return new PageReference(\'/apex/ExportGoodsPage\');
61     }
62     
63     
64     
65     
66 }

4.新建显示的VF页面

IsExportPage.page:此VF页面用于显示一个按钮，当点击按钮后，执行Excel生成操作。

1 <apex:page controller="ExportGoodsController">
2 <apex:form >
3 <apex:commandButton action="{!exportGoods}" value="exportGoods"/>
4 </apex:form>
5 </apex:page>

ExportGoodsPage:生成Excel

 1 <apex:page controller="ExportGoodsController" cache="true" contenttype="application/x-excel# GenExcel.xls" showheader="false">
 2 <head>
 3     <meta http-equiv="Content-Type" content="text/html;charset=UTF-8" />
 4 </head>
 5 <apex:dataTable value="{!exportGoodsList}" var="exportGoods" border="1">
 6         <apex:column style="background:{!exportGoods.goodsNameColor};">
 7             <apex:facet name="header">Goods Name </apex:facet>
 8             {!exportGoods.goodsName}
 9         </apex:column>
10         <apex:column style="background:{!exportGoods.goodsBrandColor};">
11             <apex:facet name="header">Goods Brand</apex:facet>
12             {!exportGoods.goodsBrand}
13         </apex:column>
14         <apex:column style="background:{!exportGoods.goodsPriceColor};">
15             <apex:facet name="header">Goods Price</apex:facet>
16             {!exportGoods.goodsPrice}
17         </apex:column>
18         <apex:column style="background:{!exportGoods.goodsCostPriceColor};">
19             <apex:facet name="header">Goods Cost Price</apex:facet>
20             {!exportGoods.goodsCostPrice}
21         </apex:column>
22         <apex:column style="background:{!exportGoods.goodsDescribeColor};">
23             <apex:facet name="header">Goods Describe</apex:facet>
24             {!exportGoods.goodsDescribe}
25         </apex:column>
26     </apex:dataTable>
27 </apex:page>

5.配置Button,并显示到列表页面上。

结果样式显示：

点击Goods Reports按钮，跳转到导出 记录的按钮页面

点击exportGoods则可以生成Excel。以下为Excel的生成界面，其中红色为修改的记录字段。

总结：上述demo只是演示当字段Tracking超过20个需要额外创建表的情况处理，当小于20个情况下可以直接通过History的表进行查询，有兴趣的可以自己尝试，生成页面因为使用DataTable，所以对于导出的记录行数有要求，必须不大于1000条，超过则应该会报Error。篇中如果有写的错误的地方欢迎指出，如果有疑问地方欢迎留言，转载请注明出处。