How to Create Simple Excel Reports with Objects from Multiple QlikView Documents

    Create Excel reports incorporating objects from more than one QlikView document. Connect more than one QlikView document to a single report and add one or more objects from each connected QlikView document to the report. This and the tutorials, "How to Use Linked Fields with Keep All Values" and "How to Use Linked Fields with Keep All Matching Values Only", illustrate various aspects of this NPrinting feature. We suggest that you do all three in sequence. Here are the basics.

     

    Open New Connection Window

                     
                Open-New-Connection-Window.png                 
           
    1. Select Sources in the lower left pane
    2. Select Connections in the upper left pane
    3. Click on Connection in the New group of the tool bar
     

    Create New Connection

                     
                Create-New-Connection.png                 
           
    1. Enter "Sales Compass" as the connection Name
    2. Enter an explanatory Description (optional)
    3. Click on the browse button

    Select and Open "SalesCompass.qvw"

                     
                Select-and-Open--SalesCompassqvw-.png                 
           
    1. Browse to C:\NPrintingTraining\QlikViewDocuments
    2. Select SalesCompass.qvw, our modified version, not QlikTech's standard version
    3. Click on Open
     

    Complete Connection Settings and Save Your Work

                     
                Complete-Connection-Settings-and-Save-Your-Work.png                 
           
    1. Make sure the Clear all selections box is checked
    2. Click on Save and Close

    Open New Excel Report Window

                     
                Open-New-Excel-Report-Window.png                 
           
    1. Select Reports in the lower left pane
    2. Select Excel reports in the upper left pane
    3. Click on Excel report in the New group of the tool bar
       

    Create New Excel Report

                     
                Create-New-Excel-Report.png                 
           
    1. Enter "Simple MultiDoc Excel Report" as the connection Name
    2. Enter an explanatory Description (optional)
    3. Click on the New button in the Template group of the tool bar
       

    Select Connection to Add QlikView Object as Image

                     
                Select-Connection-to-Add-QlikView-Object-as-Image.png                 
           
    1. Right click on the Images node and then on the Add objects button that appears, see: How to Create Excel Reports
    2. Click on the Connection field to open the drop-down menu
    3. Select Sales Compass
       

    Select Object

                     
                Select-Object.png                 
           
    1. Find and select the Opportunities Ratio object from among all available objects through the SalesCompass connection in the Select Objects window
    2. Click on the OK button
     

    Embed Chart 367 Image in Template

                     
                Embed-Chart-367-Image-in-Template.png                 
           

    Drag the CH367 - Opportunities Ratio node token onto the template and drop it into cell B6

    Add SalesDemo Object to Template

                     
                Add-SalesDemo-Object-to-Template.png                 
           

    Reopen the Select Objects window:

    1. Set Connection to SalesDemo
    2. Select Salesman KPI TYTTM from the list of objects
    3. Click on the OK button

    Embed Chart 221 Image in Template

                     
                Embed-Chart-221-Image-in-Template.png                 
           

    Drag the CH221 - Salesman KPI TYTTM node token onto the template and drop it into cell B15.

    Add Table Headings

                     
                Add-Table-Headings.png                 
           

    Add headings for the tables into cells A5-K5 and A14-K14 that have been merged and format to please.

     

    Open "Save template as..." Window

                     
                Open--Save-template-as--Window.png                 
           

    Click on Save As

    Save Your Work

                     
                Save-Your-Work.png                 
           
    1. Browse to C:\NPrintingTraining\Templates
    2. Enter a File name or accept the prepopulated one
    3. Make sure to Save as type Excel Workbook (*.xlsx)
    4. Click on the Save button
     

    Run Preview

                     
                Run-Preview.png                 
           

    Click on the Preview icon.

     

    Resulting Report

                     
                Resulting-Report.png                 
           

    The report is populated with two images from two distinct QlikView documents.

    NPrinting MultiDoc lets you link different QlikView documents through the new Linked Field entity. Discover how by reading the tutorial “How To Use Linked Field with Keep All Values“.