Set a QlikView Variable to a Specific Value Using Filters

Frank_S — Fri, 20 Nov 2015 22:57:04 GMT

Description: Use NPrinting filters to set the value of a variable in a QlikView document. This tutorial uses SalesDemo.qvw

You have to create the needed variables in your QlikView application and refresh the objects list before to start this tutorial.

Begin Creating New Excel Report

Select Reports in the lower left pane
Select Excel reports in the upper left pane
Click on Excel Report in the New group of the tool bar

Identify New Report

Enter Set QlikView Variable Value with Filters as report Name
Enter a clarifying Description if need be (optional)

Begin Creating New Filter

Click on the Filters icon in the Show group of the tool bar
Click on the New icon in the Filters group of the tool bar

Identify Filter

Enter Set vLast Year to 2013 and vCurrentYear to 2014 as filter Name
Enter a clarifying Description if need be (optional)

Open Variable Configuration Window

Select the Variables icon in the Show group of the tool bar
Click on the Add icon in the Variables group of the tool bar

Open Select Variable Window

Click on the browse button at the extreme right of the Name field in the Variable window

Select Variable

Select the Connection to the QlikView document that contains the Variable you want
Select the vLastYear variable
Click on the OK button

Set Variable Value

Enter 2013 in the Value field
Put a check mark in the Calculate box only if you enter a formula in the Value field, as it will need to be evaluated by QlikView. A constant has been entered here, so leave the Calculate box unchecked
Click on the OK button

Add Another Variable

Click on the Add icon again
Click on the browse button again

Set Another Variable Value

Select the Connection to the QlikView document that contains the Variable you want
Select the vCurrentYear variable
Click on the OK button

Set vCurrentYear to 2014

Enter 2014 in the Value field
Click on the OK button

Save Filters

Click on the Save and Close icon in the Actions group.

Open New Template in Template Editor

Click on New in the Template group of the tool bar.

Open "Save template as..." Window

Click on the Save As icon in the Actions group.

Save Template

Make sure the Save template as... window has opened in the C:\NPrintingTraining\Templates\ folder. If not, browse to it.
Enter a File name or accept the suggested one
Click on the Save button

Open Select Objects Window

Right click on the Tables node
Click on the Add objects button

Select Object to Embed as Table

Select the Connection to the QlikView document that contains the object to be added as a table
Select the Sales over Time by Category - CH251 object
Click on the OK button

Open Select Variables Window

Right click on the Variables node
Click on the Add variables button

Select Variables to Be Added

Select the Connection to the QlikView document that contains the object(s) to be added as a table
Select the vCurrentYear and vLastYear objects from the SalesDemo connection.

Repeat 1. and 2. as necessary

Click on the OK button

Add Headings to and Embed Variables in Template

Enter the headings Last Year and Current Year into cells A1 and B1 respectively
Drag the variables vLastYear and vCurrentYear and drop them onto cells A2 and B2 respectively

Embed Table Columns in Template

Expand the CH251 - Sales over Time by Category node by clicking on the '+' to its left
Drag the Category Name, =$(vLastYear), and =$(vCurrentYear) node tokens into the template and drop them onto cells B4, C4, and D4 respectively

Change Headings

Substitute the =$(vLastYear), and =$(vCurrentYear) headings with =B1 and =B2 respectively.

Apply Formatting

Use Excel formatting tools to format headings and data.

Run Preview

Click on the upper part of the Preview icon in the Actions group of the tool bar.

Inspect Results

You will see the data for 2013 and 2014 regardless of the year in which you launch the preview.

Save Your Work in Template and Close Template Editor