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divya_anand
Contributor II

Automatically update data in Qlik Sense "Story Telling" charts

Hi All,

I am looking for a solution where I create a story once and every week the data should automatically get updated in the story.

I understand that we can use snapshots and the entire sheet itself within a story, However, is there a way which probably I am not aware of which can help me achieve a story where the data in those charts in the story has to update every week or so.

FYI - I use Qlik Sense 3.2

Thank you very much.

1 Solution

Accepted Solutions
ogster1974
Honored Contributor II

Re: Automatically update data in Qlik Sense "Story Telling" charts

In alot of ways its better than a powerpoint presentation as you can easily move back and forth between your live and static data which can be very powerful in turning your meeting into something more dynamic than a formal reporting of facts.

Practical uses

I've used stories for How to guides with the sheet function. (see your monitor apps for a good layout)

For supporting Quarterly Business Reviews (Copy the last story and update the charts accordingly)  this is a high level steering meeting so the story should be limited in scope and the time to built it so you can jump off into your data if required.

Fo regular reporting needs like I say NPrinting is a solution if you want to extend your existing Qlik Sense or QlikView investment,

Hope this helps

Regards

Andy

15 Replies
gladi-cz
Contributor

Re: Automatically update data in Qlik Sense "Story Telling" charts

Hi Divya,

You have to share whole sheet for automatical refresh.

Capture.JPG

If you use snapshot from snapshot library - it doesn't work.

erik_wetterberg
Honored Contributor

Re: Automatically update data in Qlik Sense "Story Telling" charts

Hi,

This is possible, but quite complicated. I have made a solution for this for a customer. Using the API:s you have to got through the story, find the snapshots, reapply the bookmark that is in the snapshot, create a new snapshot and replace the old one.

Erik Wetterberg

Erik Wetterberg
https://extendingqlik.upper88.com/
tomasz_tru
Valued Contributor

Re: Automatically update data in Qlik Sense "Story Telling" charts

It's better to control what's in there. In case of automatic update, your story could lost it's meaning (for example trends you highlighted can go opposite way).

Kind regards

Tomasz

divya_anand
Contributor II

Re: Automatically update data in Qlik Sense "Story Telling" charts

Hi Petr,

Thank you for the response.

Yes, sheets can be used. However, I am trying to find out if it is possible with a single chart for example.

divya_anand
Contributor II

Re: Automatically update data in Qlik Sense "Story Telling" charts

Hi Erik,

Thank you for the response.

Can you provide more information as to what API you used for this?

ogster1974
Honored Contributor II

Re: Automatically update data in Qlik Sense "Story Telling" charts

Your requirement probably sits more comfortably in the NPrinting set of functionality as with that you can schedule a distribution of specific charts out to a defined audience.

A story has a start, middle and end and if you change the plot then its a new story.  You want to be able to return to the previous story as a reference point which is its power.

Regards

Andy

Highlighted
divya_anand
Contributor II

Re: Automatically update data in Qlik Sense "Story Telling" charts

Hi Tomasz,

Thank you for the response.

I get your point. However, there are plenty of situations where the user wants to get rid of power point and use Story telling in Qlik Sense. Traditionally with Power point the user takes snapshot of the charts and pastes it in the power point slides (every week if it is a weekly report), so if it would be possible for users to create a story once and then update the data once in a week automatically, this would help them immensely to get the burden off their shoulders to do this every week.

So, I'm seeking for a solution (if it exists) which I'm unaware of.

ogster1974
Honored Contributor II

Re: Automatically update data in Qlik Sense "Story Telling" charts

You should explore NPrinitng for your requirement. This kind of weekly reporting automatical generation is what its there for.

You can publish in PDF, Powerpoint, Word, HTML, Excel and Pixel Perfect.

Deploy via email, to the hub to a folder.

divya_anand
Contributor II

Re: Automatically update data in Qlik Sense "Story Telling" charts

Hi Andy,

Thank you for the response.

I understand, Probably my understanding of story telling might be wrong. So, its basically not a replacement for Power Point presentation, but has its own purpose. However, it would have been great if there was an option to enable such a functionality just in case some one might need it and I'm sure many would find such a feature really helpful.

Anyways, I get the point. thank you once again.

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