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Filter Data by recipient Nprinting

Hi everyone,

i'm new to Nprinting and trying send weekly reports to Sales managers.

Each sales manager has number of clients.

I would like to send to each sales manager only reports of his clients, and to each client different report (it's an HTML report).

so for example Bill is managing client A, and C and Steve has client D and E.

Bill will receive 3 different reports - one for client A, one for B and one for C,

and Steve will receive D and E.

what I did was to create cycle field based on Client ID (different report to each client)

and I imported recipient emails and filters through qlikview module. the filter is by sales manager name so for example Bill's filter is Sales_Manager={Bill}.

I run the task and put only Bill in the recipients to test it and it created reports to all clients, not only Bill's.

PLEASE HELP!

thanks..

1 Solution

Accepted Solutions
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If you filter the QVW for "Steve" will it only display data for ClientID  D and E?

If this is not the case, then you need to create filters on the "ClientID" field for each recipient which corresponds to the client(s) of each sales manager.

Because you are filtering on one dimension and cycling on a different dimension, you have to make sure that there is correspondence between the dimensions and values.

Best

Aran

View solution in original post

9 Replies
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If you filter the QVW for "Steve" will it only display data for ClientID  D and E?

If this is not the case, then you need to create filters on the "ClientID" field for each recipient which corresponds to the client(s) of each sales manager.

Because you are filtering on one dimension and cycling on a different dimension, you have to make sure that there is correspondence between the dimensions and values.

Best

Aran

View solution in original post

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thank you Aran! when I add clientID filter to each sales manager it worked, the thing is that I created it manually and there are hundreds of SM. How can I automate it? I read the recipients names + emails from a qlikview module.

thanks!

Naama

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Naama -

As part of that QlikView object that you are using for the recipient import, add a column that will be the clientID filter. You will need to use the correct syntax in the QV objects in order for NPrinting to assign the filters correctly. Here is documentation: Filter Syntax, Parameters, and Options for Importing Recipients

Then make sure you are mapping that filter correctly as part of the import process: How to Import Recipients from QlikView Documents - Features Track

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Thank you Stephen! I already read this document, but every sales manager has more than one client... I exported a list with more than one row per sales manager, and I had multiplied values and filters, it didn't work....

how can I make it in one row?

this is the table I exported:   

sales manageremailfilter1 based on clientID
Davidd@d.comclientID={1}
Davidd@d.comclientID={2}
Davidd@d.comclientID={3}

thanks!

Naama

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You need to have the recipient in one row in the source table. So combine the clientIDs so that the cell reads clientID = {1,2,3}.

In other words, list all of that manager's clients as part of a single filter for the clientID field.

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Hi,

It's still not working

I have added the recipients, each recipient has AgencyID filter(agency=client), cycle field is also AgencyID.

the recipients are in a recipient group. the task sends the report to the group members.

when I run the task it still creates reports to ALL AgencyIDs...

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You should also add the syntax to verify the filter as part of your source table. This will do two things:

        a) If a filter with Verify filter is applied and the resulting data set is empty, then NPrinting will not generate a report. This can be used to do conditional reporting.

        b) If a filter without Verify filter is applied NPrinting will try to select values that do not exist in the .qvw. In this case QlikView enables all values so NPrinting will generate a report with the unfiltered dataset. This is most likely the cause of your issue.

The syntax is explained here: Filter Syntax, Parameters, and Options for Importing Recipients

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Support
Support

Hi Naama,

From what I gather, you should not be using the Cycle feature - recipient filters should be enough.

It would help if you attach a sample QVW and explain what you want your final reports to contain.

- Daniel.

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IT WORKS!

thank you all... now there's another problem but I think i'll open a new discussion for it.