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How to convert Excel reports to PDF using Qlik Application Automation

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How to convert Excel reports to PDF using Qlik Application Automation

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Environment

  • Qlik Sense Enterprise SaaS
  • Qlik Application Automation

Problem

Currently, it is not possible to use Qlik Application Automation to send emails with Excel reports as attachments. Instead, we can create a public SharePoint link to the Excel report file and share the link via email.

You can find this approach described here.

Solution

We use Qlik Application Automation to convert the Excel report to PDF and send it as an attachment via email.

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.

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Last update:
‎2022-11-28 11:31 PM
Updated by:
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