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how to add dynamic name in the excel report

Hi Guys,

I am aware of cycling and filters and giving dynamic names to the report, but...

Is there a way to give dynamic names inside the excel spreadsheet?

What am I trying to Achieve?

I have a table in QlikView which is used by NPrinting to to generate excel report and send it to each customer based on filter at each Recipient level.

I have currently created individual spreadsheet for each customer because I have to put Customer Name in the title of the tables in the spreadsheet..

Now if customer name changes in the database then I manually have to change name and mange multiple spreadsheet for multiple customers.

How can I just use a variable or dynamic naming in spreadsheet?

1 Solution

Accepted Solutions
Not applicable
Author

Hi Guys,

I achieved what I had to by doing followings

(1) Created Functions (Expressions) in the Excel report as below

<Customer> =Mode([Customer Name])

And then put title as 'Monthly billing for <Customer>

and applied cycle by Customer field so each customer gets their own name on the title.

View solution in original post

8 Replies
Daniel_Jenkins
Support
Support

Hi Lokesh,

Can you explain what you mean by title of the tables?  Are you manually entering the Customer Name above a table or are you actually naming a selected range in the Name Box? If you post a simple QVW and a mock-up of your expected Excel report it will help clarify what you need.

Daniel.

avinashelite

Hi Lokesh,

You could create a variable for the same i.e. to capture the field values which you need to display .

In Nprinting we can import the variables and just drag and drop to the excel it will work

sujeetsingh
Master III
Master III

I think you need to explore some macro and utilizing the  copy to clipboard option.

ldekoning
Contributor II
Contributor II

Put Customer Name in the template as a title to the Table. Either the field itself or a variable with the value =CustomerName.

Then cycle the CustomerNames over this report.

Every part of the cycle will give one output excel that will be filtered with 1 customername, which will be the title of the table in the excel.

Not applicable
Author

Thank Idekoning,

I already tried exactly the same thing yesterday and it worked.. I was about to post the answer here

Thank you for your reply.

Would you know if Functions or Variables can be used in textbox in the excel reports?

I mean I have created a function in excel report called <Customer> which has qlikview expression as =Mode([Customer Name])

When put this function in the cell as <Customer> and apply cycle.. then it shows the customer name but when I put this in the text box then it does not show the customer name and instead it just shows that text as is <customer>

would you know how to get functions working in the text box?

ldekoning
Contributor II
Contributor II

I don't think so. I have tried myself to add this to the Header of an excel file, to generate reports with the same dynamic name on every page.

But haven't gotten that to work unfortunately. Have also tried this in a textbox after your post but I also get <Customer Name>.

It doesn't seem to work in any other place than in the worksheet itself. So not in a textbox, header, footer etc.

Not applicable
Author

Thanks for replying

Not applicable
Author

Hi Guys,

I achieved what I had to by doing followings

(1) Created Functions (Expressions) in the Excel report as below

<Customer> =Mode([Customer Name])

And then put title as 'Monthly billing for <Customer>

and applied cycle by Customer field so each customer gets their own name on the title.

View solution in original post