Parse Salesforce report data in Python

run_sf_report.py

"""Parse Salesforce report data in Python

details in my answer https://stackoverflow.com/a/45645135/448474
"""
from collections import OrderedDict
from simple_salesforce import Salesforce
import pandas as pd
import json


class SfReportsApi(Salesforce):
    def __init__(self, *args, **kwargs):
        """Create a Salesforce session some way

        # e.g. the first or the second way
        >>> sf = SfReportsApi(instance_url='https://na1.salesforce.com', session_id='')
        >>> sf = SfReportsApi(username='[email protected]', password='password', security_token='token')
        """
        super(SfReportsApi, self).__init__(*args, **kwargs)
        self._last_resp = None

    def describe_report(self, report_id):
        return self._call_report(report_id, command='/describe')

    def to_pandas_dataframe(self, report_id, metadata=None):
        """SF report details exported to DataFrame, can be modified by metadata"""
        def get_label(x):
            return x['label']

        resp = self._call_report(report_id, metadata=metadata)
        if not resp['allData']:
            print("Detailed data have been truncated to the usual report limit (2000).")
        columns = []
        converters = []
        sf_pandas_map = {
            'boolean': lambda x: x['value'],
            'currency': lambda x: x['value']['amount'] if x['value'] else None,
            'date': lambda x: pd.Timestamp(x['value']),
            'datetime': lambda x: pd.Timestamp(x['value']),
            'double': lambda x: x['value'],
            'picklist': get_label,
            'string': get_label,
            'textarea': get_label,
        }
        for col in resp['reportExtendedMetadata']['detailColumnInfo'].values():
            columns.append(col['label'])
            converters.append(sf_pandas_map.get(col['dataType'], get_label))
        data = [[conv(cell) for conv, cell in zip(converters, row['dataCells'])]
                for sect_key, section in resp['factMap'].items()
                if 'rows' in section
                for row in section['rows']
                ]
        df = pd.DataFrame(data, columns=columns)
        return df

    def _call_report(self, report_id, metadata=None, command=None):
        url = '{}analytics/reports/{}{}'.format(self.base_url, report_id, command or '')
        data = json.dumps({'reportMetadata': metadata}) if metadata else None
        resp = self._call_salesforce('POST' if metadata else 'GET', url, data=data)
        resp = self._last_resp = resp.json(object_pairs_hook=OrderedDict)
        return resp

    def combine_call(self, report_id, id_column):
        """Split report data to chunks and combine them to one DataFrame

        >>> sf.combine_call(report_id, id_column='ACCOUNT_ID')
        id_column: ('ACCOUNT_ID') column that allows 'greater' operator and is sorted
                    case sensitive
                    and doesn't have 2000 duplicities
                    (beware that CreatedDate and LastModifiedDate are rounded to day)
        """
        splitting_value = ''
        descripion = self.describe_report(report_id)
        self._report_description = descripion
        orig_metadata = descripion['reportMetadata']
        sf_id_column = descripion['reportExtendedMetadata']['detailColumnInfo'][id_column]['label']
        print(sf_id_column)
        # modify them or write only modified keys, e.g. change filters or remove subtotals
        metadata = {
            'reportBooleanFilter': '({}) AND {}'.format(orig_metadata['reportBooleanFilter'],
                                                        len(orig_metadata['reportFilters']) + 1),
            'reportFilters': orig_metadata['reportFilters'] + [
                {'column': id_column, 'operator': 'greaterThan', 'value': splitting_value},
            ],
            'detailColumns': orig_metadata['detailColumns'][:],
            'sortBy': [{'sortColumn': id_column, 'sortOrder': 'Asc'}],
        }
        if id_column not in metadata['detailColumns']:
            metadata['detailColumns'].append(id_column)
        out = []
        while not out or not self._last_resp['allData']:
            metadata['reportFilters'][-1]['value'] = splitting_value
            df = self.to_pandas_dataframe(report_id, metadata)
            out.append(df)
            splitting_value = df.iloc[-1][sf_id_column]
            print(len(df), splitting_value)
        df = pd.concat(out, ignore_index=True).reindex()
        assert len(set(df[sf_id_column])) == len(df)
        return df

@lukebyrne I prefer a simple solution to download all report data. I haven't used my code for "Salesforce Reports and Dashboards REST API" since writing this in August 2017. The API was complicated and the restriction for 2000 rows was terrible.

@hynekcer thanks for this solution. When I am writing sf.get_report(report_id, command='/describe') Im getting a TypeError that says 'SFType' object is not callable.

@dan-rossano I fixed the code to work with more types of reports. It works now with any report that contain original rows. It is not for summary reports without original rows. (The old code worked only for reports with rows and subtotals.)

@hynekcer Thanks for posting this! I am interested in using similar code to ingest salesforce reports. I prefer not to rely on simple_salesforce. If you have a minute, will you give me some pointers on replacing the simple_salesforce dependency in this class with only the request library? Thanks so much, buddy!