How to Create Excel Reports

    This tutorial illustrates the basic techniques for creating an Excel report. It is presumed that you are familiar with common NPrinting procedures.

    We are going to embed the image of one QlikView object and a QlikView object as a table in an Excel report in this tutorial. We are then going to add pages and the page variable tag to the report so that the Excel report has three pages with titles. You can select multiple values by keeping CTRL or SHIFT pressed during the columns selection then "drag and drop" them into the template. This will create all tags and insert them into a horizontal series of cells.

    Open an existing NPrinting document or a new one. We will use a sample QlikView document, SalesDemo.qvw, for this tutorial, which is included in NPrinting Training Material. Please download the zipped NPrinting Training Material and extract its contents into C:\NPrintingTraining\ so that the the relative path structure continues to be valid. Establish a connection to it (see: How do I connect to my QlikView documents?).

      
      
          
            

    Create a New Excel Report

                      
                Create-a-New-Excel-Report.png                  
            
    1. Select Reports in the lower left-hand panel
    2. Select the Excel reports type in the panel immediately above
    3. Select Excel Report in the New group of the tool bar
          
          
          
            

    Give Your Report a Name and Open Template Editor

                      
                Give-Your-Report-a-Name-and-Open-Template-Editor.png                  
            
    1. Enter a Name for your report
    2. Select New in the Template group of the tool bar
          
          
          
            

    Create New Excel Template: Import QlikView Object as Image

                      
                Create-New-Excel-Template--Import-QlikView-Object-.png                  
            

    Open the Select Objects window:

    1. Right click on the Images node icon or label in the left pane
    2. Select Add objects
          
          
          
            

    Select QlikView Object

                      
                Select-QlikView-Object.png                  
            
    1. Change the connection if you need to select an object from a different connected QlikView document
    2. Select the QlikView object CH187 in the Select Objects window to be included in your template as an image
    3. Click the OK button
          
          
          
            

    Embed Image in Template

                      
                Embed-Image-in-Template.png                  
            
    1. Expand the Images node in the left pane by clicking on the '+' to its left
    2. Drag and drop the CH187 token into a cell
    3. Click on the Save as icon and save your template with the default name or some other appropriate name
          
          
          
            

    Preview Resulting Excel Report

                      
                Preview-Resulting-Excel-Report.png                  
            

    Select Preview in the Actions group in the Report window

          
          
          
            

    Results so Far

                      
                Results-so-Far.png                  
            

    The resulting Excel report should look like this.

    Close Excel.

          
          
          
            

    Reopen Select Objects Window

                      
                Reopen-Select-Objects-Window.png                  
            
    1. Right click on the Tables node icon or label in the left pane
    2. Select Add object
          
          
          
            

    Select QlikView Object

                      
                Select-QlikView-Object-1.png                  
            
    1. Change the connection if you need to select an object from a different connected QlikView document
    2. Select CH184 in the Select object window
    3. Click on OK
          
          
          
            

    Embed Table as Block in Template Editor

                      
                Embed-Table-as-Block-in-Template-Editor.png                  
            
    1. Expand the Tables node in the left pane by clicking on the '+' to its left
    2. Drag and drop the CH184 token into a cell
          
          
          
            

    Embed Table Column by Column in Template Editor

                      
                Embed-Table-Column-by-Column-in-Template-Editor.png                  
            

    NPrinting lets you manage the columns of QlikView straight table and tablebox objects one by one.

    1. Expand the CH184 - Top 25 Products node in the left pane by clicking on the '+' to its left. The '+' sign that expands node to reveal column nodes is visible only if the added QlikView object is a straight table or a tablebox. Other QlikView objects such as QlikView pivot tables for instance, cannot be manipulated at the column level. If your QlikView object is neither a straight table nor a tablebox, you can either convert, or clone and convert it. The object can then be hidden in the original .qvw in the latter case if desired.
    2. Drag and drop the column tokens into cells one at a time as you need
    3. After all is done, Preview by clicking on the Preview icon in the Actions group
          
          
          
            

    Preview Current Results

                      
                Preview-Current-Results.png                  
            

    After all is done, Preview by clicking on the Preview icon in the Actions group.

          
          
          
            

    Adjust Report Layout: Preview

                      
                Adjust-Report-Layout--Preview.png                  
            
    1. Select Preview in the Actions group in the Template Editor window

    Repeat the close Excel, Edit template, and Preview cycle until you get the report you want.

          
          
          
            

    Multi-Page Publishing: Open Select Page Window

                      
                Multi-Page-Publishing--Open-Select-Page-Window.png                  
            

    Your report can be produced with a page for each Year, Month, Quarter, Customer, Country, etc. For example, to produce a page for each Sales Office:

    1. Right click on the Page node icon or label in the left pane
    2. Select Add page to current sheet
          
          
          
            

    Select Page

                      
                Select-Page.png                  
            
    1. Change the connection if you need to select a field from a different connected QlikView document
    2. Select SalesOffice in the list
    3. Click on the OK button
          
          
          
            

    Add SalesOffice as Title

                      
                Add-SalesOffice-as-Title.png                  
            
    1. Expand the Page and SalesOffice Page nodes in the left pane by clicking on the '+'s to their left
    2. Drag and drop the SalesOffice node token into a cell in the template
    3. Click on Preview in the Actions group in the Template Editor window
          
          
          
            

    Resulting Report Has Page for Each Sales Office

                      
                Resulting-Report-Has-Page-for-Each-Sales-Office.png                  
            

    Your report will now be produced with a page for each Sales Office having the Sales Office name as title.

    Tip: To avoid having a cell or cells selected in your distributed reports, always select a cell away from your report elements just before Saving and Closing the Template Editor window for what you think to be your last edit.