topic Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting in Reporting Service & Alerting

How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Saran_G — Fri, 15 Nov 2024 20:56:37 GMT

Hi Qlik Community,

I'm currently working on a tabular reporting service in Qlik. were I need to send individual reports to 1000 users. each user should receive a report filtered specifically for them (User ID). However, manually creating 1000 filters isn`t a feasible option.

Is there an automated or more efficient way to handle this? can i automate the filter creation process or utilize some other method to streamline this task?

looking forward to any suggestion or solution!

Thanks.

Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Frank_S — Wed, 16 Oct 2024 16:09:22 GMT

Hi @Saran_G

First you need to define each filter to be used for each user in the 'filters' user interface of the Reporting feature in Qlik Cloud.

https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/cloud-in-app-reports-filters.htm

Then you can use the recipient import file to include your user details and provide the name of each filter (that you created in point 1 above).

https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/cloud-in-app-reports-distribution.htm

Note that it is not possible to define the filter directly in the recipient import file. You may only provide the filter name. You must perform filter name creation and definition as stated in point 1.

Kind regards...

Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Wouter_Mak — Mon, 25 Nov 2024 15:48:23 GMT

Did you find a good solution for this?
I have created a list for users with filter name. But do also want import the filter setting itself. I can't open 500 filters and select one value.
Regards,
Wouter

Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Wouter_Mak — Thu, 28 Nov 2024 09:53:16 GMT

I read the following in the documentation:
When a report task runs, a unique report is generated for each distinct recipient-level filter applied across all users added to the report task.

how should I interpret this? One filter will always one report? So you can't use one filter for defiirent out-comes for different users?
So A a dynamic filter depending on user in Distribution mail address is not possible, because a filter will always have one result?

Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Supersmurf — Fri, 04 Apr 2025 08:05:59 GMT

@Wouter_Mak Check this thread and my work around waiting for Qlik to make importing filter definitions out-of-the-box:

https://community.qlik.com/t5/Reporting-Service-Alerting/Recipient-filter-how-to-create-a-dynamic-filter/m-p/2494609#M1248

Regards

Jan

Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Wouter_Mak — Fri, 04 Apr 2025 08:15:41 GMT

Thanks. This will work. But I hope that there will be a standard solution provided with importing the filters and it's values.

Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Lech_Miszkiewicz — Fri, 04 Apr 2025 08:54:38 GMT

It probably will be but I dont think this is on the short list roadmap @Wouter_Mak

Re: How to Automate Filtering for 1000 users in Qlik Tabular Reporting

Wouter_Mak — Fri, 04 Apr 2025 08:57:54 GMT

Ok Thanks. This is not answer I hoped for. I will try to use the Qlik API to create the filters.