topic Re: How to categorize a document to specific category while publishing the task in QlikView

How to categorize a document to specific category while publishing the task

Mon, 26 Jan 2026 18:19:17 GMT

Can someone please let us know if there is a way where we can automatically move the reports to a Specific category on Acesspoint when the task is run with “Loop and Reduce” functionality. By default all the documents are distribuetd to "Default" category on Accesspoint.

We are using Qlikview 11 SR2.

Thanks

Jag

Re: How to categorize a document to specific category while publishing the task

Colin-Albert — Fri, 15 Nov 2013 15:21:00 GMT

You can set the Category on the Document Information step of the publisher task.

Re: How to categorize a document to specific category while publishing the task

Fri, 15 Nov 2013 15:31:59 GMT

Hi Colin,

We are specifying the Category while setting up the task but when the task is run, it is going to default category.

To move the .qvw to a specific category on Accesspoint we have to Manually change it under the “User Documents” tab.

Please advise.

Regards,

Jag

Jagadesh Ganti

Business Intelligence Developer

t 781.685.6986

jganti@epsilon.com<mailto:youremail@epsilon.com>

www.epsilon.com<http://www.epsilon.com/>

Re: How to categorize a document to specific category while publishing the task

Colin-Albert — Fri, 15 Nov 2013 15:47:10 GMT

After setting the Category on the source doc, have you clicked Apply at the bottom of the screen to accept the change? otherwise when you exit the doc, the changes are lost.

Re: How to categorize a document to specific category while publishing the task

Fri, 15 Nov 2013 15:49:23 GMT

Yes, we did click Apply after setting the category

Regards,

Jag

Jagadesh Ganti

Business Intelligence Developer

t 781.685.6986

jganti@epsilon.com<mailto:youremail@epsilon.com>

www.epsilon.com<http://www.epsilon.com/>

Re: How to categorize a document to specific category while publishing the task

Colin-Albert — Fri, 15 Nov 2013 15:57:35 GMT

if you exit the task and then go back and edit it again after setting the Category, is the category still there?

This may be worth raising with QV Support, as this may be an issue that has been resolved in later versions.

We are running v11.2 SR4 (build 12129) and do not have this problem with Publisher Categories.

Re: How to categorize a document to specific category while publishing the task

Fri, 15 Nov 2013 16:24:12 GMT

Yes it is still there

Regards,

Jag

Jagadesh Ganti

Business Intelligence Developer

t 781.685.6986

jganti@epsilon.com<mailto:youremail@epsilon.com>

www.epsilon.com<http://www.epsilon.com/>

Re: How to categorize a document to specific category while publishing the task

Fri, 15 Nov 2013 16:36:42 GMT

Ditto. This has always worked for me.

Re: How to categorize a document to specific category while publishing the task

Thu, 06 Feb 2014 17:03:40 GMT

Hi Jagadesh,

Did you figure out how to fix this as I seem to be having the same problem in Publisher using QV 11.2 SR4. Did you raise a ticket for this?

Regards,

Ketan.

Re: How to categorize a document to specific category while publishing the task

Thu, 06 Feb 2014 17:15:31 GMT

Hi Ketan,

For this feature to work, you need to Distribute the report using the “Distribute to QV Server” Option and specify the category name and then run the QV task.

Regards,

Jag

Jagadesh Ganti

Business Intelligence Developer

t 781.685.6986

jganti@epsilon.com<mailto:youremail@epsilon.com>

www.epsilon.com<http://www.epsilon.com/>

Re: How to categorize a document to specific category while publishing the task

Thu, 06 Feb 2014 20:00:22 GMT

Just tested and it now works as expected. Will update the rest from "Distribute to Folder" to "Distribute to QlikView Server".

Many thanks.

Ketan Shah.

Re: How to categorize a document to specific category while publishing the task

MichaelTerenzi — Sat, 15 Feb 2014 06:07:36 GMT

The reason for this is because folder distributions do not provide the .meta file, which you will get with a QVS resource distribution. The .meta file contains the information you are expecting.

The downside to a QVS distribution instead of a folder distribution is the slower speed, use of port 4747 to do it using QVProtocol, and likely additional CPU consumption.