Create automated Excel files for posterior merge with Word
Hi,
On Qlik Cloud I am trying to find out how to have 1 centralized excel template that picks up data from a specific sheet from a specific app upon clicking a button in that sheet. What is my purpose? In a Word template that is very detailed with layout and design I have a merge with an excel file. That Excel file must be filled exactly like the selections in a specific table. When the user presses the button, the excel file gets updated wih the data in the specific table (previously filtered by the user). From that moment the Word file can combine into an output document picking up all the records that were in the table. I have been able to create the excel file with the addin to Qlik and I get the data from the table but only when pressing 'Preview' it gives the output data. I tried with automations but I have no clue to set this up, if possible.
So, if the file exists on the users PC it gets updated. If it does not exist it gets created. The Word file will be already there to merge with that excel file. Just creating a report (PDF) in Qlik is not enough as I cannot edit design. Thanks for your input!
Hi, no that is not what I am searching for. I need a local excel file that can be updated upon clicking a button in the report. It then refills with the value of the (filtered) table. The reason is that this file is the basis of a merge with a Word document that is rather complex. I cannot build this in the reporting function from Qlik.
