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simonwillmott
New Contributor

Automatic Recipient from a SQL View

Hi,

I'm a bit of a newbie at this, and this has probably been answered before, I just can't find anything close.

I am loading a SQL view into Qlik which looks like the following:

ASMASMEmailActiveAccountSpend
Fred SmithFredSmith@sales.comRGS & Sons34000
Fred SmithFredSmith@sales.comSmile Ltd25000
Fred SmithFredSmith@sales.comGreeves Ltd67000
John BrownJohnBrown@sales.comWrights of Slough100
John BrownJohnBrown@sales.comJims or Ipswich56000
John BrownJohnBrown@sales.comBlueway100000

What I would like to do is Email a single report to each ASM on a monthly basis showing all of his active accounts and the associated Spend. - a simple two column spreadsheet. How do I take the ASMEmail from the data and create it as a recipient?

Thanks

5 Replies
alexpanjhc
Valued Contributor

Re: Automatic Recipient from a SQL View

I am not sure what you meant automatic, but here is how I created.

When the above chart is created, you can send them to an excel file.

Go to the recipient ->recipient import->From File(this is the file you just created)-> following the instruction of the steps. remember to select the excel file.the at the last step to map the fields.

its a straight process.

Or you can import by entity too.

Hope this helps.

simonwillmott
New Contributor

Re: Automatic Recipient from a SQL View

Hi thanks for the response, but not quite what I'm looking for. let me elaborate:

I need to use nPrinting/Qlik to send an email to each of the ASM's at month end. The bit I don't know how to do is, dynamically pick up their email addresses from the data?

From the above example:

Fred Smith get's one email containing a three row spreadsheet showing the spend on his accounts.

John Brown also get's one email containing a three row spreadsheet showing the spend on his accounts.

I have written the reports and scheduled them.... I'm just lacking how to dynamically grab their email addresses.

thanks

vincent_ardiet
Contributor III

Re: Automatic Recipient from a SQL View

Hi Simon,

Do you have a Publisher license in your QlikView installation?

With it you will be able to do this easily.

Else, you may need to create a macro.

simonwillmott
New Contributor

Re: Automatic Recipient from a SQL View

Hi Yes we do.

vincent_ardiet
Contributor III

Re: Automatic Recipient from a SQL View

Your answer and mine have crossed.

So, if you are using nPrinting, no need of the Publisher.

You will have to create recipients (they can be done by a task importing them from your QV application) with recipient's filter.

Those filters will be applied by nPrinting when creating the reports for each recipient.

See this thread Nprinting - Recipients Filters dynamically, you will have useful links.

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