topic Re: Recipient filter - how to create a dynamic filter in Reporting Service & Alerting

Recipient filter - how to create a dynamic filter

agigliotti — Fri, 15 Nov 2024 21:11:32 GMT

Hi,
I'd need to distribute an excel report to sales agents applying the correct data reduction using the sales agent code as filter.
Is it possible to create a unique filter for all sales agents in order to send the right data (filtered on sales agent code) to the right person?
Please let me know.
Many thanks in advance for your time.
Best Regards

@Ruggero_Piccoli @Andrew_Kruger @Frank_S @JonnyPoole

Re: Recipient filter - how to create a dynamic filter

anat — Fri, 29 Dec 2023 05:31:19 GMT

if possible can you share some sample data and explain logic in technical way?

Re: Recipient filter - how to create a dynamic filter

agigliotti — Fri, 29 Dec 2023 15:55:01 GMT

I guess it's not possible so far, the only way is to manually create a specific recipient filter for each sales agent.

Re: Recipient filter - how to create a dynamic filter

Andrew_Kruger — Fri, 29 Dec 2023 16:12:41 GMT

Hey @agigliotti - based on the description provided, I see two options:

1. Per user filters created and referenced in the DL to ensure the per use data reduction (manual filter creation at this time)

2. If all the users are Qlik Cloud users AND have (can be given) access to the source app (even if they don't use it) - use a section access table in the load script. At this point you won't need the DL to contain the per user filter. The report task execution will identify

a) the app has Section Access

b) the recipient is a Qlik user

c) open the app as that user to produce the report

This results in the desired data reduction. If your task recipient list also includes recipients who are not Qlik /Source app users you will need to create a user specific filter (in this case the app is opened as the report task owner, hence you will need a filter for any of these users).

Re: Recipient filter - how to create a dynamic filter

agigliotti — Fri, 29 Dec 2023 20:32:48 GMT

Hi @Andrew_Kruger ,

The users are not Qlik Cloud users.
How is possible to create recipients filter in the DLE ?
I took a look at the "Distribution List "script, but I could not see the section regarding the filters creation.
I thought the only way to create a recipient filter was through the "Add filter" button in the Reporting->Filters UI.
Please let me know.
Best Regards

Re: Recipient filter - how to create a dynamic filter

Andrew_Kruger — Tue, 02 Jan 2024 13:34:47 GMT

Yup - so your use case is external recipients - you will complete the process as you understand (and per help documentation).

1. Create filters per user in the Reporting > Filters UI

2. Reference those filter names in your distribution list per user (as is shown in the sample file).

In the future we will look at a filter import capability.

Side note - for those who are technically inclined and like to work with api's. Public API's for reporting filters (and all tabular reporting capabilities) are making their way through the publishing process for qlik.dev.

Re: Recipient filter - how to create a dynamic filter

agigliotti — Tue, 02 Jan 2024 16:18:07 GMT

The import capability or the chance to create recipient filters in DLE is needed to replace all NPrinting reports.

Re: Recipient filter - how to create a dynamic filter

Andrew_Kruger — Wed, 03 Jan 2024 14:53:44 GMT

Feedback appreciated and as mentioned, it is identified as an area or maturation for the capability. Keep the feedback coming in the forum - thank you!

Re: Recipient filter - how to create a dynamic filter

Supersmurf — Tue, 05 Mar 2024 18:37:27 GMT

Hi! @agigliotti, @Andrew_Kruger, @anat ++!

I am really looking forward for a filter import feature, but as the API already have the endpoints for this we have made a working solution that functions well:

An automation that deletes all existing filters in the app
Data load script that calls the automation and then use the REST-connector to create all the filters again

This way one can import both recipients and filters from the source of choice.

If you just can't wait getting Qlik Reporting Services up and running, let me know and I can share some code.

Regards

jan@tallmaker.no

Re: Recipient filter - how to create a dynamic filter

JonnyPoole — Tue, 05 Mar 2024 14:30:46 GMT

@Supersmurf yes please share if you don't mind. Any code hardening bits... timeouts, retries would be helpful too.

Re: Recipient filter - how to create a dynamic filter

anat — Tue, 05 Mar 2024 14:40:38 GMT

@Supersmurf ,appreciate if you share your findings ,it will help others too..

Re: Recipient filter - how to create a dynamic filter

Supersmurf — Tue, 05 Mar 2024 19:54:13 GMT

Here you go;

The delete filters automation (.json)
A sample app (.qvf)

The reason for having the automation and not just the app, is that deleting a filter requires using REST DELETE and this is not supported by the Sense REST-connector as of now.

As you soon will see the filter import is really simplistic, but can easily be extended to handle multi values and more than one dimension.

Regards

jan@tallmaker.no

Re: Recipient filter - how to create a dynamic filter

samarastaub — Sat, 09 Mar 2024 02:15:41 GMT

Tenho um problema semelhante ao exposto... Será que é possível criarmos filtros com base no "Name", por exemplo... ao importar esse arquivo colocaria o nome ou codigo do agente de vendas, e na criação do filtro colocaria um [Campo Nome Agente Venda] = "Name", que realizaria o filtro conforme cada agente específico mas de forma global... sem ter que criar um filtro em cada agente...

Segue modelo de exemplo em anexo... seria possível?

Re: Recipient filter - how to create a dynamic filter

yousrarami96 — Wed, 07 Aug 2024 15:40:13 GMT

Hello @Supersmurf ,

I tried to load your application but I got this error which I didn't understand why nor how to solve it, knowing that the filter name is different "Dim1=A" and "Dim1=B"

{"code":409,"message":"Filter name conflict. The filter name must be unique.","errors":[{"code":"REP-409043","meta":{"appErrors":[{"appId":"3326c4f1-1a97-4946-88b3-f37cff8a15a5","method":"CreateFilter"}]},"title":"Filter name conflict. The filter name must be unique."}]})
Emplacement de l'erreur :
MakeFilters:
SQL SELECT
"OriginalURL",
"__KEY_root"
FROM JSON (wrap on) "root" PK "__KEY_root"
WITH CONNECTION(
URL "https://tenant.region.qlikcloud.com/api/v1/apps/3326c4f1-1a97-4946-88b3-f37cff8a15a5/report-filters",
BODY "{""name"": ""Dim1=A"",""filterType"": ""REP"",""filterV1_0"": {""fieldsByState"": {""$"": [{""name"": ""Dim1"",""values"": [ {""valueType"": ""string"",""valueAsText"": ""A""}],""overrideValues"": false,""selectExcluded"": false}]}},""description"": ""jan@tallmaker.no"",""filterVersion"": ""filter-1.0""}",
HTTPHEADER "Content-Type" "application/json"
)

Re: Recipient filter - how to create a dynamic filter

Supersmurf — Thu, 08 Aug 2024 06:21:58 GMT

Hi! If the same filter allready exists in the app then you will get this error. If you delete all filters, does the reload execute ok then. The automation I shared are deleting all filters before we create them again.

Re: Recipient filter - how to create a dynamic filter

Lech_Miszkiewicz — Tue, 17 Sep 2024 10:49:17 GMT

Hi @Supersmurf

Do you have any details regarding the REST connection setup, authentication there etc.. I know later you use "WITH CONNECTION..." and token, but prior?

How do you configure those connections for your app:

LIB CONNECT TO 'Qlik Reporting Delete Filter Automation'
LIB CONNECT TO 'Qlik Reporting POST'

cheers

Re: Recipient filter - how to create a dynamic filter

madelonjansen — Tue, 17 Sep 2024 11:40:35 GMT

Thanks for sharing!

Re: Recipient filter - how to create a dynamic filter

igorgois_ — Thu, 19 Sep 2024 19:40:58 GMT

Is it possible to create filters from an Excel file, similar to how we can generate a bulk list of Recipients from Excel?

This is a critical factor for a major client project.

P.S.: This refers to the Reporting section of the app.

Thank you in advance!

Re: Recipient filter - how to create a dynamic filter

Supersmurf — Thu, 19 Sep 2024 21:17:16 GMT

Hi @Lech_Miszkiewicz!

The connection Qlik Reporting Delete Filter Automation is just the url for the delete filter automation. I think I forgot to mention that the start block must have run mode = triggered. The url is the GET one.

The connection Qlik Reporting POST points to this API endpoint https://<tenant>.<region>.qlikcloud.com/api/v1/apps/1<app-id>/report-filters.

Regards

Jan

Re: Recipient filter - how to create a dynamic filter

Supersmurf — Thu, 19 Sep 2024 21:16:45 GMT

Hi @igorgois_ !

I hope Qlik is close to make filter import a easy out-of-the-box feature. But while we wait, importing filters from a source like Excel is exactly what my shared automation and qvf is doing. Just shoot if I have explained it badly.

Best regards

Jan