topic Re: Beginner question Qlik Automation & Excel output in Qlik Automate

Beginner question Qlik Automation & Excel output

RemcoSeegers — Thu, 17 Oct 2024 10:14:59 GMT

Hello all,

I have been searching everywhere but I can´t get started with this. Many examples but several basic things I cannot find. My aim is simple. Each user of my environment needs a specific Excel that is either created or updated (when already existing) in his local C:/Qlik/Datafiles folder. In one of my reports I have a table that can be filtered. When clicking a button it should start the automation, create the file and fill it with the data from the table or, if not yet existing, create it and from then on, update upon clicking the button (that starts the automation). I am a beginner with this, do not have idea about Jasons but do have quite some Qlik knowledge. How should I start this? I have been trying with creating the blocks but get errors everywhere. Can somebody get me started with this? The various examples I find are either too complex for my situation and some tutorials start assuming there is basic knowledge which I don't have. Your help is appreciated!

Re: Beginner question Qlik Automation & Excel output

marksouzacosta — Thu, 17 Oct 2024 13:33:14 GMT

Hi @RemcoSeegers,

I think @Camilla84 can give you some directions on that.

Regards,

Mark Costa

Re: Beginner question Qlik Automation & Excel output

Camilla84 — Thu, 17 Oct 2024 13:58:13 GMT

@RemcoSeegers Can you share what are trying with the blocks and the errors you are facing?

Just to clarify:

You want an automation that is trigger inside the app, creates and stores the excel report - based on the app selection - for each user at the C:/Qlik/Datafiles.

That's the goal?

Re: Beginner question Qlik Automation & Excel output

RemcoSeegers — Thu, 17 Oct 2024 14:58:50 GMT

Yes, that is the goal. Could you fire me up?

Re: Beginner question Qlik Automation & Excel output

Camilla84 — Thu, 17 Oct 2024 15:02:44 GMT

I can totally try! 😃

Can you share what have you have tried so far?

Re: Beginner question Qlik Automation & Excel output

RemcoSeegers — Thu, 17 Oct 2024 16:32:04 GMT

First of all I have been looking around and I found the Excel Qlik add-in. I get this to work and even when do the preview it nicely shows all I need from the table. But, that is a template? What can I do with this template and how to make it work from a Qlik / App /

Sheet in such a way that the data gets updated here. This is what I used for that: https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/excel-add-in-get-started.htm

But then, I don't think this will help me and furthermore I would need to install the add in to all the computers. So, no-go. Then I search around for the automation. For instance, here: https://community.qlik.com/t5/Official-Support-Articles/How-to-copy-and-update-data-to-Microsoft-Excel-sheet-using-Qlik/ta-p/1882812 But some of the blocks shown here I don't have. Then, each time I get stuck to find an existing excel file after having selected the drive id. Although this is not exactly what I wanted, I hoped this goed fire me up but I don't get it to work.

I started to play around with blank templates as well as this template:

In the first block, create workbook session I make a connection to the Microsoft Office which works well:

Then:

But at the variable row, what am I supposed to do? I selected previously from an app->sheet-> a table with a few columns but how to get that here?

How to get the columnname behind 'Item')

Re: Beginner question Qlik Automation & Excel output

RemcoSeegers — Thu, 17 Oct 2024 16:52:42 GMT

I just got a little further... At least I am able to fill in all the blocks from this template but I am sure I filled them in wrongly... For the moment I just try to have an Excel file which is available and completely empty with the name 'Overzicht.xlsx' and I want it to fill the data from an app, from a sheet, from a table which has for test purpose only 2 columns:

I do not really understand what to do here: