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With Qlik Application Automation, you can get data out of Qlik Cloud and distributing it to different users in formatted Excel. The workflow can be automated by leveraging the connectors for Office 365, specifically Microsoft SharePoint and Microsoft Excel.
Here I share two example Qlik Application Automation workspaces that you can use and modify to suit your requirements.
Note - These instructions assume you have already created connections as required in Example 1.
This On-Demand Report Automation can be used across multiple apps and tables. Simply copy the extension object between apps & sheets, and update the Object ID (Measure 3) for each instance.
The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.
Hi @jmcy2408 ,
I'm sure there was a nicer way to do this, but I crudely made a mapping table to support up to 26 columns (column Z) as you've discovered. This can be extended as you have done.
I tested your app and it works perfectly but i need to replace the logo both in the email and in the excel's heather.
Where can I make these changes?
Hi @martinamangiagli ,
The templates I created for the Excel and Email are just examples, and can be updated to suit your needs.
The block 'Variable - templatebase64' contains the Excel template in Base64 format. You can copy the base64 data and use an online converter to convert it back into a file (make the relevant changes) and then convert it back into base64 and update the data in the block.
QAA has the ability to convert files to base64, so if you think you might need to make changes to the template often, you can modify the workflow to read the file from external storage and use the 'Base64 encode' formula. I pasted the base64 data directly in a variable so that the template was more easily portable to share.
For the email, again I've directly included the image data in the template in base64 format.
"<img width="161" height="47" src="data:image/png;base64,iVBORw0...."
You can replace the data that appears after 'base64,' to me your logo converted to base64. And can update the width and height values to match the correct size.
The entire email template can be updated to suit your branding and needs.
Thanks @MattGrayndler for the informative blog,
I used Scheduled report and when I try to lookup for a sheet ID, it shows no items found, any possible reason for that?
If anyone is experiencing issues in using the 'Create Binary File (Personal OneDrive)' block and are receiving a 401 error - please refer to:
When using Get Straight Table Data, any possible reasons why the table generated from Qliksense is empty?
For further and in-depth troubleshooting assistance, I would recommend you reach out to our larger community by posting about your issue on the Qlik Automation forums.
All the best,
Hi @MattGrayndler ,
I followed every step to test the Example 1 - Scheduled Reports.
Unfortunately the table rows from Qlik Sense straight table have not been added to the excel table.
It seems the block "Microsoft Excel - Add Rows to Table (Batch)" does not works as expected.
I get the below table with only headers!!!
Could someone help me to fix it?
Many thanks in advance for your collaboration.
@agigliotti I am having the exact same issue right now. I believe there must be a limit on how many rows you can add at a time in that block. I created a separate loop and was adding them in 20 row batches and it would work, but unfortunately, the block isn't smart enough to append the new rows to the bottom of the table and instead just overwrites the same 20 rows each time.
Hi @dudleytmc & @agigliotti - I have re-tried this automation and am not facing the issue you are both seeing.
If you look at the history of the 'Get Straight Table Data' block, do you see items in the output?
If you do not, how big is the table?