article How to send an Excel report as an attachment using Qlik Application Automation in Official Support Articles

How to send an Excel report as an attachment using Qlik Application Automation

AfeefaTk — Thu, 16 Feb 2023 04:20:33 GMT

Environment

Qlik Sense Enterprise SaaS
Qlik Application Automation

This article describes how an Excel file can be sent as an attachment by using the Send Mail block in Qlik Application Automation.

Automation Structure

The creation of an Excel report from a Qlik Sense straight table is explained in the first part of this article.

Let's walk through the blocks used in the automation workflow to send the Excel file as an attachment using the "Send Mail" block.

Open the Excel file saved in Microsoft SharePoint using the "Open File on Microsoft SharePoint" block.
Use the "Send Mail" block from Mail Connector to send the Excel file as an attachment via email.

A JSON file containing the above automation is attached to this article.

Please follow the steps provided in the How to import automation from a JSON file article to import the automation.

Re: How to send an Excel report as an attachment using Qlik Application Automation

TTI-Richard — Thu, 22 Jun 2023 00:56:02 GMT

Hi,
I'm attaching a file which is under 3 sub folders and I noticed that the filename on the Email attachment includes the folder paths. Is there a way to remove folder paths from the Attachment File?

Thanks!

Re: How to send an Excel report as an attachment using Qlik Application Automation

PetyaAtanasova — Mon, 26 Jun 2023 12:37:50 GMT

I'm also looking into the same thing. My file is also located under a couple of folders and the attached file name consists of the full path. If someone has an update, please let us know.

If I try to use the Drive ID leading to the child folder and only put the file name in the Path section, the path section still is looking into finding full path and trowing an error.

Thank you in advance.

Re: How to send an Excel report as an attachment using Qlik Application Automation

Sonja_Bauernfeind — Wed, 28 Jun 2023 07:15:42 GMT

Hello @PetyaAtanasova and @TTI-Richard Let me look into this for you; though it may be necessary to post about your requirements in our Qlik Application Automation forum. Will update you!

All the best,
Sonja

Re: How to send an Excel report as an attachment using Qlik Application Automation

poojask123 — Wed, 10 Apr 2024 08:31:57 GMT

Hi @TTI-Richard @PetyaAtanasova

Were you able to solve the issue on getting the folder and subfolders in the mail attachment ? If so, please guide me with the steps. I am stuck with the same issue now.

Thanks!

Re: How to send an Excel report as an attachment using Qlik Application Automation

PetyaAtanasova — Wed, 10 Apr 2024 09:01:56 GMT

Hi @poojask123, I found a workaround. What I did is I removed the nested folders and started storing my generated reports in the first possible location on my SP Site. That way the file name appeared cleaner for the recipients.

Later you can implement another automation that will move your files to appropriate location, somewhere in your folder structure.

I hope this helps. Good Luck!

Re: How to send an Excel report as an attachment using Qlik Application Automation

poojask123 — Thu, 13 Jun 2024 11:57:04 GMT

Thank you @PetyaAtanasova
Tried what you suggested and I am now getting the desired output.

Re: How to send an Excel report as an attachment using Qlik Application Automation

rolmontero — Mon, 11 Nov 2024 20:51:58 GMT

Hi there,

I am trying to replicate this solution with my own tweaks; however, I am getting the following error.

My Create Excel Table with Headers block looks like this:

I have created my own template (see image below), I have converted it to base64, I have replaced the values inside the variable, and I am almost sure that my format as table as table option is not working as desire. I do not know if it is done in this way; hard coding the four columns I would like to fill with data.

I hope you can help me!

Thanks a lot!

Re: How to send an Excel report as an attachment using Qlik Application Automation

Sonja_Bauernfeind — Thu, 14 Nov 2024 07:39:38 GMT

Hello @rolmontero

I recommend posting your requirement in the Qlik Application Automation forum, where our active product experts and your knowledgeable Qlik peers are better able to assist you.

All the best,
Sonja

Re: How to send an Excel report as an attachment using Qlik Application Automation

PetyaAtanasova — Thu, 14 Nov 2024 07:50:45 GMT

Hello @rolmontero , sorry for the late reply.

One important thing that you need to have on mind when writing tables in Excel is your connection. It should definately be an Admin connection and on the Excel Subscribtion, you need a professional license. It wasn't me who set it up for my Business accounts, but this is a high overview of the conneciton requirements.

Rest of steps you took look good and you have a proper data output shown below the error. This is what leads me to believe that maybe your license/connection to Excel needs to be modified.

Another thing that comes to mind, but you may have alrerady done it is checking the size of your base64 code. I usually use a variable to hold my base64 code but a variable holds up to 50 000 characters (unless they recently changed this). I usually get my base64 code, put it in Microsoft Word, break the code into parts < 50 000 characters and add as many variables as i need to ensure i won't face any errors by this.

Keep me posted and if you found a solution. Good luck!

Re: How to send an Excel report as an attachment using Qlik Application Automation

rolmontero — Thu, 14 Nov 2024 19:48:25 GMT

Hi @PetyaAtanasova,

Thanks a lot for your answer! If I use the JSON file that was shared in this post, everything works fine and with the same Excel connection and Qlik app.

The main change I made was creating my own template and converted it to a base64 Excel file. I also checked, and I have 46.512 characters, whereas the original base64 file had 30.320. I'll try separating the characters with variables.

Thanks a lot!

Re: How to send an Excel report as an attachment using Qlik Application Automation

Carin_89 — Fri, 18 Jul 2025 15:54:01 GMT

Hello everyone,

I have a question @Sonja_Bauernfeind .

Can I send the generated report through automation after my app reloads?

Thanks

Re: How to send an Excel report as an attachment using Qlik Application Automation

ttibrandsqliksense — Mon, 21 Jul 2025 03:30:32 GMT

@Carin_89 - you can use webhook for this requirement

Re: How to send an Excel report as an attachment using Qlik Application Automation

poojask123 — Thu, 31 Jul 2025 12:19:59 GMT

Hi,

I want to pass a value like "*- 1000 -* to a field Column1 through the "Select Field Value" block. Please help me on how this can be achieved.

Thanks

Re: How to send an Excel report as an attachment using Qlik Application Automation

PetyaAtanasova — Wed, 06 Aug 2025 06:56:27 GMT

@poojask123You have a couple of options depending on whether you need all values selected at the same time or in a loop.
1. You can do that if you create a loop. Start with a block of List Field Values. When within this loop place a Condition container where you specify that the selected value should consist of this string - 1000 -, then on the Yes of this Condition you will place your Select Field Value Block. While this can be a bit slower, it enables you to select individual values, one at a time.

2. It could also happen if you start with the approach above, but instead of Select Field Value within the Condition Block, you will place a variable that appeends all values that match the *- 1000 -* criteria into this variable. Creating a comma (or anything else) separaterd list that later you can use in a Select Field Value. Custom Code can take care of any duplicates, if there are any. This enables you to select all values at once.

Here is the python code i use to deduplicate lists:

import json

raw_input = inputs.get("YourVariableName")

# Handle both string and list inputs
if isinstance(raw_input, str):
try:
name_list = json.loads(raw_input)
except json.JSONDecodeError:
name_list = []
elif isinstance(raw_input, list):
name_list = raw_input
else:
name_list = []

# Deduplicate
unique_names = list(set(name_list))

print(json.dumps(unique_names))

Please, let me know how it goes!

Re: How to send an Excel report as an attachment using Qlik Application Automation

mayuringale25 — Wed, 29 Oct 2025 07:03:45 GMT

Hi Team,

I want to remove that Lead with data image completely. is there any way to do it

article How to send an Excel report as an attachment using Qlik Application Automation in Official Support Articles

How to send an Excel report as an attachment using Qlik Application Automation

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