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skzwane01
Contributor III
Contributor III

Nprinting create a dynamic filter for report

Good Day,

I have created a report that must be filtered based on the Supervisor ID. In my data set I currently have over 400 supervisor ID's. I want to distribute the report for each individual supervisor. My concern is that the only was I can think of achieving is creating 400 Filters and 400 tasks.

Is there a way to create a condition or something similar which will dynamically distribute the report without me manually creating 400 filters and 400 tasks ? The other issue with the manual filter is that I wont be able to cater for removed/added supervisors.

 

Your assistance is highly appreciated.

 

Kind Regards,

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1 Solution

Accepted Solutions
Lech_Miszkiewicz
Partner Ambassador/MVP
Partner Ambassador/MVP

Ruggero's approach is still needed but instead of email use folder destination with user based folders and subfolders. More here https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/AdministeringQVNprinting/Folde...

User Folders and Subfolder can be setup during user import via excel.

cheers Lech, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful to the problem.

View solution in original post

3 Replies
Ruggero_Piccoli
Support
Support

Hi,

You need to create 400 filters, one for each supervisor, and associate each filter to its related supervisor. Than create a single publish task, not 400, add the supervisors as user and distribute the reports as you prefer, for example via email. Each supervisor will receive a filtered report.

Filters and supervisors can be created manually but also imported from an Excel file (refer to https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/DeployingQVNprinting/Import-Us...) or via APIs (to create a filter https://help.qlik.com/en-US/nprinting/September2020/APIs/NP+API/index.html?page=21 to create a user https://help.qlik.com/en-US/nprinting/September2020/APIs/NP+API/index.html?page=64).

Instead of adding directly all supervisors into a publish task (https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/DistributionSchedulesAutomatio...) I suggest you to use groups so when a new supervisor arrives you will need only to add it to the related groups without adding it to all publish tasks.

Best Regards,

Ruggero



Best Regards,
Ruggero
---------------------------------------------
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skzwane01
Contributor III
Contributor III
Author

Hi Rugerro,

Thank you for the response.

So basically the report will not be sent to the individual supervisor however will be distributed to a folder and the report will be filtered based on the Supervisor field in the data. 

So basically if we have 100 stores for example and we want to generate a report per store and save the reports in a location with the store name on the report name how would we achieve that? Please note we are not sending the report but distributing to a folder - 1 folder.

Lech_Miszkiewicz
Partner Ambassador/MVP
Partner Ambassador/MVP

Ruggero's approach is still needed but instead of email use folder destination with user based folders and subfolders. More here https://help.qlik.com/en-US/nprinting/September2020/Content/NPrinting/AdministeringQVNprinting/Folde...

User Folders and Subfolder can be setup during user import via excel.

cheers Lech, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful to the problem.