Best Way to Export or Sync Qlik Table Data to Excel
I'm trying to find the best way to export or sync data from a Qlik Sense straight table into an Excel sheet, such that the Excel file refreshes automatically whenever the Qlik app reloads.
Here's what I've tried so far:
In-app Reporting: I've installed Qlik add-ins in Excel and tried inserting a Qlik pivot table into Excel. However, it only inserts a placeholder name, not the actual data. Also, from what I understand, if I create a report schedule, it just generates a new workbook every time — it doesn't update or refresh an existing Excel file. Please correct me if I’m wrong here.
Automation: I've tested this using Create Workbook Session, Get Straight Table Data, and Add Rows to Table. So far, I haven’t been able to get it to update an Excel table successfully. Possibly it's a formatting or table structure issue, but I'm unsure what I might be missing.
Is Automation the best tool for this use case? Could there be an issue with the method I’m using that’s preventing it from working as expected?
It's the best way to sync data from a Qlik Sense straight table to Excel automatically. The issue you're facing is likely due to the Excel table structure. The Excel file must have a defined table (not just a range), and column names must match what Qlik is pushing.
Thanks for the reply! On Excel, I have formatted the header with some rows below as a table. For the "Add Row To Table" automation, on the row field I've inputted ["Date", "Spend"] which is the column name of the straight table and table on Excel. These are the actions in my automation, "Start" -> "Create Workbook Session" -> "Get Straight Table Data" -> "Add Row To Table" -> "Close Workbook Session". Could I be missing something here?
Hi @Xlxx the best solution would be to create a template using Qlik Reporting as per your requirement and formatting. Then create an Automation which reloads the app through which your file will be generated using Reporting template you created and store the file to your desired online storage. Before dumping new file you can delete existing file and then dump new file. This way you will always get new data file in your desired formatting.
