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How to convert Excel reports to PDF using Qlik Application Automation

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AfeefaTk
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How to convert Excel reports to PDF using Qlik Application Automation

Last Update:

Jun 14, 2023 10:01:13 PM

Updated By:

AfeefaTk

Created date:

Nov 28, 2022 8:35:25 AM

Attachments

Environment

This article describes how an excel file can be converted to pdf file and send as an attachment via Send Mail block using Qlik Application Automation 

Automation Structure

The creation of an Excel report from a Qlik Sense straight table is explained in the first part of this article.

Let's walk through the blocks used in the automation workflow to convert the Excel file into a PDF file.

  1. Use the 'Get File Download Url' block from Microsoft SharePoint Connector. You should set pdf as a value in the 'Format' parameter to convert the Excel file into a PDF file. This block returns the download URL of the PDF file in the response.

    get-file-download-url.png

  2. Open the PDF file using the 'Open File' block and select HTTP as the connector. Map the PDF file URL received from the above step in the 'URL' parameter.


    open-file-block.png

  3. Save the PDF file on Microsoft SharePoint using the 'Copy File on Microsoft SharePoint' block.

    copy-file-block.png

  4. Open the PDF file created in Microsoft SharePoint using the 'Open File on Microsoft SharePoint' block.

    open-file-sharepoint-block.png

     
  5. Use the 'Send Mail' block from Mail Connector to send the PDF file as an attachment via email.

    send-mail-block.png

A JSON file containing the above automation is attached to this article.

Please follow the steps provided in the How to import automation from a JSON file article to import the automation.

Related Content 

 

Labels (2)
Comments
Rfoot
Contributor II
Contributor II

How do I change the attachments titles from this

Rfoot_0-1675974796209.png

to say Report-Myreport.pdf

AfeefaTk
Support
Support

Hi @Rfoot 

You can set the name of the excel file in the variable "filename" as per your wish.

filename.png

And use the same name in the "Destination Path" input parameter of the "Copy File on Microsoft SharePoint" block and the "Path" input parameter of the "Open File 2 on Microsoft SharePoint" block.

copy-file-sharepoint-block-input.pngopen-file-on-sharepoint-block.png

Hope this helps

Thanks

AfeefaTk
Support
Support

Hi @Rfoot 

If you are not bothered about the excel file name and you only want to change the converted pdf file name please set the name in the "Destination Path" input parameter of the "Copy File on Microsoft SharePoint" block and the "Path" input parameter of the "Open File 2 on Microsoft SharePoint" block as mentioned above.

It's not really required to set name in the filename variable as well

Sorry for the confusion

Thanks

p_verkooijen
Partner - Specialist
Partner - Specialist

You can send an Excel file.

Used the Open File block

p_verkooijen_0-1676044585968.png

and use this as the attachment

p_verkooijen_1-1676044597929.png

 

 

 

AfeefaTk
Support
Support

Hi @p_verkooijen 

Yes, Thats even possible

I will update this article and write up another article to describe the approach of sending an excel file as an attachment

Thanks

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Last update:
‎2023-06-14 10:01 PM
Updated by: