How to Manage Dimensions Containing Cyclic Groups in Word, Excel, PowerPoint and HTML Reports

    The "Use This Group Field" property has been added to the Table column Properties menu in Word, Excel, PowerPoint and HTML report templates. It is displayed only for dimensions and only if they contain a Cyclic Group. It has a predefined value, "(Active Field)" which will use the field which is active at run time. It is also possible to force NPrinting to display a specific dimension by selecting it from the list.

    Formula and drill-down groups are not supported.

       

    Create New Word Report

                     
                Create-New-Word-Report.png                 
           

    Set Basic Parameters and Open Template Editor

                     
                Set-Basic-Parameters-and-Open-Template-Editor.png                 
           
    1. Enter a Name for your report
    2. Enter a more detailed Description (optional)
    3. Click on the New icon in the Template group

    Save Template

                     
                Save-Template.png                 
           

    Click on the Save As icon

    Save Template

                     
                Save-Template-1.png                 
           
    1. Enter a File name for the template or accept the suggested one
    2. Save as type: can be set to Word Document (*.docx) or the default Word 97-2003 Document (*.doc) as they are both compatible with this feature
    3. Click on the Save button

    Add Heading and QlikView Object to Template

                     
                Add-Heading-and-QlikView-Object-to-Template.png                 
           
    1. Add Top Sales by Category as a heading to Word template
    2. Add QlikView object CH305 - Top Sales to template as a table

    See: How to Create Word Reports

    Set CategoryName as Field to Be Used

                     
                Set-CategoryName-as-Field-to-Be-Used.png                 
           
    1. Select the Top Sales column node under the CH305 - Top Sales table node
    2. Select CategoryName in the Value cell of the Use This Group Field property in the Properties pane

    Embed CH305 - Top Sales in Template

                     
                Embed-CH305---Top-Sales-in-Template.png                 
           

    Drag and drop the CH305 - Top Sales table-node token into the template.

       

    Add Second Heading and Same QlikView Object to Template

                     
                Add-Second-Heading-and-Same-QlikView-Object-to-Tem.png                 
           
    1. Add Top Sales by Country as a new heading to the template
    2. Add QlikView object CH305 - Top Sales to template as a table again, resulting in the CH305_1 - Top Sales node
     

    Set Country as Field to Be Used

                     
                Set-Country-as-Field-to-Be-Used.png                 
           
    1. Select the Top Sales_1 - Top Sales column node
    2. Select Country in the Value cell of the Use This Group Field property in the Properties pane

    Embed CH305_1 - Top Sales in Template

                     
                Embed-CH305_1---Top-Sales-in-Template.png                 
           

    Drag and drop the CH305_1 - Top Sales table-node token into the template.

    Add Third Heading and Same QlikView Object to Template

                     
                Add-Third-Heading-and-Same-QlikView-Object-to-Temp.png                 
           
    1. Add a new heading to the template
    2. Add QlikView object CH305 - Top Sales to template as a table again, resulting in the CH305_2 - Top Sales node

    Set Salesman as Field to Be Used

                     
                Set-Salesman-as-Field-to-Be-Used.png                 
           
    1. Select the Top Sales_2 - Top Sales column node
    2. Select Active Field in the Value cell of the Use This Group Field property if it is not already selected

    N.B. Active Field means the field of the group active at the moment of saving the QlikView document. In this case, though we haven't saved the QlikView document, the last active field is Country. If you use Active Field in an Excel report template and add the fields one by one, then you need to set Show Header to Show Above Tag Cell

      

    Embed CH305_2 - Top Sales in Template

                     
                Embed-CH305_2---Top-Sales-in-Template.png                 
           

    Drag and drop the CH305_2 - Top Sales node token into the template.

    Run Preview

                     

                Run-Preview.png                 

           

    Click on Preview in the Actions group

    Inspect Report Preview

                     
                Inspect-Report-Preview.png                 
           

    Notice that the table has been repeated but the first dimension displays a different field from the cyclic group and the other dimensions show the relevant data.

         

    Be Sure to Save Your Work

                     
                Be-Sure-to-Save-Your-Work.png                 
           

    Click on the Save and Close icon.