topic How to automate and parametrize chart generation? in App Development

How to automate and parametrize chart generation?

Anonymous — Fri, 16 Mar 2018 18:18:52 GMT

I’m new to Qlik. My company is building a data management system for a client and we’re planning to use Qlik Sense to handle visualizations and reports. We have a database with tens of related tables. We want to prepare all the charts for the client and just have them select dates for daily, monthly or yearly report charts.

My question is if it can be achieved without the client having to interact with the data loading scripts and what is the best way to automate and parameterize this process? I’ll be grateful for any suggestions or tips or maybe you can refer me to some useful resources.

Re: How to automate and parametrize chart generation?

jwjackso — Sat, 17 Mar 2018 14:03:54 GMT

Start with a calendar (Calendars). You can create variable to use in set analysis, for example a month-to-date variable

LET vMTD = Replace('MonthID = {"@(=Max(MonthID))"}, DateDT = {"<=@(=Max(DateDT))"}','@','$');

Then your MTD expression would be like, Sum({$<$(vMTD)>}Amount)

It makes handling time so much easier.

Re: How to automate and parametrize chart generation?

Anonymous — Sun, 18 Mar 2018 09:17:11 GMT

Very helpful, thanks a lot!