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How to Create MS Excel Charts from Qlikview Data

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Stefano_Dalla_Guarda

How to Create MS Excel Charts from Qlikview Data

Last Update:

Nov 10, 2015 4:21:02 AM

Updated By:

Stefano_Dalla_Guarda

Created date:

Nov 10, 2015 4:21:02 AM

This tutorial illustrates how to create a native Excel graph in your NPrinting reports. A table will be added to the template as a level. Fields will be embedded in the template and an Excel chart will be created with the data exported from QlikView.

    

Start New Excel Report Template and Open Select Levels Window

                   
            Start-New-Excel-Report-Template-and-Open-Select-Le.png                   
         
  1. Right click on the Levels node
  2. Click on Add level

Select Level

                   
            Select-Level.png                   
         

Add the Top 25 Products - CH184 as a level by:

  1. Select the Connection SalesDemo to the QlikView document that contains the object you want
  2. Type CH184 in the search box and select the Top 25 Products
  3. Click on OK

Embed Level in Template

                   
            Embed-Level-in-Template.png                   
         

Drag the CH184_Level - Top 25 Products node into the template and drop it onto three vertically consecutive cells. I have dropped them into the 12th-14th rows to make room for the graph that I intend to place above.

Embed Fields for Columns

                   
            Embed-Fields-for-Columns.png                   
         
  1. Expand the CH184_Level - Top 25 Products node by clicking on the '+' to its left
  2. Drag the field nodes to be used into the template one at a time and drop them onto empty cells in a row between the level tags

Add Column Headings

                   
            Add-Column-Headings.png                   
         

Add headings in a row that is above the row containing the level opening tag and format them with the Excel formatting tools that are made visible by clicking on the Toolbar icon. The rows containing the level opening and closing tags will be eliminated during the table generation process.

Add Chart

                   
            Add-Chart.png                   
         
  1. Click on the Recommended Charts icon
  2. Select a column chart
  3. Confirm with OK
 

Begin to Define Chart

                   
            Begin-to-Define-Chart.png                   
         
  1. Select the Design tab
  2. Click on the Select Data icon

Begin to Define Vertical Axis

                   
            Begin-to-Define-Vertical-Axis.png                   
         

Click on the Add button in the Legend Entries (Series) pane

Continue to Define Vertical Axis

                   
            Continue-to-Define-Vertical-Axis.png                   
         

Click on the icon at the right of the Series name.

 

Select Series Name = Vertical Axis Legend

                   
            Select-Series-Name---Vertical-Axis-Legend.png                   
         
  1. Select the cell with the Total Sales heading
  2. Confirm by clicking on the icon at the right end of the Edit Series field

Proceed to define Series values

                   
            Proceed-to-define-Series-values.png                   
         

Select the icon at the right end of the Series values.

Select Vertical Axis Range

                   
            Select-Vertical-Axis-Range.png                   
         
  1. Select the Total Sales range by including the cells in the rows containing the level opening and closing tags along with the cell containing the <Total Sales_1> tag
  2. Confirm the selection by clicking on the icon at the extreme right end of the Edit Series field

Finish Editing Legend Entries (Series)

                   
            Finish-Editing-Legend-Entries--Series-.png                   
         

Select OK

Begin Defining Horizontal (Category) Axis Labels

                   
            Begin-Defining-Horizontal--Category--Axis-Labels.png                   
         

Click on Edit in the Horizontal (Category) Axis Labels pane

Select Horizontal Axis Range

                   
            Select-Horizontal-Axis-Range.png                   
         
  1. Select the Product Name range by including the cells in the rows containing the level opening and closing tags along with the cell containing the <ProductName> tag
  2. Confirm the selection by clicking on the icon at the right end of the Axis Labels field

Confirm Horizontal Axis Range

                   
            Confirm-Horizontal-Axis-Range.png                   
         

Click on OK

Conclude Chart Creation

                   
            Conclude-Chart-Creation.png                   
         

Click on OK

Generate Preview

                   
            Generate-Preview.png                   
         

Select preferred Preview output format (eg .xlsx).

View Preview

                   
            View-Preview.png                   
         

The Excel chart is visible on the upper left corner.

Call up Save Dialog

                   
            Call-up-Save-Dialog.png                   
         

Select the Save As icon

Save Template

                   
            Save-Template.png                   
         
  1. Insert "Excel Chart Report template.xlsx" as File name
  2. Select .xlsx as type of Excel Workbook
  3. Click on Save
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Last update:
‎2015-11-10 04:21 AM
Updated by: