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

Stefano_Dalla_Guarda — Fri, 13 Nov 2015 10:01:55 GMT

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

See: How to Create Word Reports

Set Basic Parameters and Open Template Editor

Enter a Name for your report
Enter a more detailed Description (optional)
Click on the New icon in the Template group

Save Template

Click on the Save As icon

Save Template

Enter a File name for the template or accept the suggested one
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
Click on the Save button

Add Heading and QlikView Object to Template

Add Top Sales by Category as a heading to Word template
Add QlikView object CH305 - Top Sales to template as a table

See: How to Create Word Reports

Set CategoryName as Field to Be Used

Select the Top Sales column node under the CH305 - Top Sales table node
Select CategoryName in the Value cell of the Use This Group Field property in the Properties pane

Embed CH305 - Top Sales in Template

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

Add Second Heading and Same QlikView Object to Template

Add Top Sales by Country as a new heading to the template
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

Select the Top Sales_1 - Top Sales column node
Select Country in the Value cell of the Use This Group Field property in the Properties pane

Embed CH305_1 - Top Sales in Template

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

Add Third Heading and Same QlikView Object to Template

Add a new heading to the template
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

Select the Top Sales_2 - Top Sales column node
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

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

Run Preview

Click on Preview in the Actions group

Inspect Report Preview

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

Click on the Save and Close icon.

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

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

Create New Word Report

Set Basic Parameters and Open Template Editor

Save Template

Save Template

Add Heading and QlikView Object to Template

Set CategoryName as Field to Be Used

Embed CH305 - Top Sales in Template

Add Second Heading and Same QlikView Object to Template

Set Country as Field to Be Used

Embed CH305_1 - Top Sales in Template

Add Third Heading and Same QlikView Object to Template

Set Salesman as Field to Be Used

Embed CH305_2 - Top Sales in Template

Run Preview

Inspect Report Preview

Be Sure to Save Your Work