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torraroger
Contributor III
Contributor III

Upload data monthly and update the dashboards

Hi all, 

My question is simple: 

I have created a data model with many tables in excel file format. These tables are extracted  from an ERP (Kinaxis). 

I want to know if it is possible to exctact the tables periodically, for example monthly, from the software (Kinaxis) and that Qlik sense automatically detect the tables, load them and update the dashboards created with the same previous relationships. 

I want to analyse monthly usage of some resources, and it would be great if I could automatize the process: so I just have to extract and save the files, refresh Qlik sense and get the dashboards updated. 

Many thanks in advance!!

 

r

1 Solution

Accepted Solutions
dplr-rn
Partner - Master III
Partner - Master III

Suppose your excel file is called DB Extract.xlsx

And You always put this in \\networkdrive\DBExtract\ folder

 

create the connection to this folder and load the data from the excel as per usual.

in the qlik server set reload schedule for qlik sense app. e.g. daily

so whenever the excel is updated and the app is reloaded next the data will be updated into qlik

 

View solution in original post

5 Replies
dplr-rn
Partner - Master III
Partner - Master III

Not sure what you mean by automatically detect tables.

once the script to load the excel is setup the data can change and qlik will automatically ingest it.  Data structure change is more complex. this may not be automatically possible

torraroger
Contributor III
Contributor III
Author

@dplr-rn 

I mean, I want to update every month the data. 

This update means extracting the data from the software and charge the tables into Qlik. 

Can I download the data from the software in a specific file that Qlik can recognize and delete the previous month data and switch it from the new one 

dplr-rn
Partner - Master III
Partner - Master III

Yes. as long as the excel structure remains the same.

 

torraroger
Contributor III
Contributor III
Author

Thanks!! And how can I do it?

dplr-rn
Partner - Master III
Partner - Master III

Suppose your excel file is called DB Extract.xlsx

And You always put this in \\networkdrive\DBExtract\ folder

 

create the connection to this folder and load the data from the excel as per usual.

in the qlik server set reload schedule for qlik sense app. e.g. daily

so whenever the excel is updated and the app is reloaded next the data will be updated into qlik