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How to Create Simple Excel Reports with Objects from Multiple QlikView Documents

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How to Create Simple Excel Reports with Objects from Multiple QlikView Documents

Create Excel reports incorporating objects from more than one QlikView document. Connect more than one QlikView document to a single report and add one or more objects from each connected QlikView document to the report. This and the tutorials, "How to Use Linked Fields with Keep All Values" and "How to Use Linked Fields with Keep All Matching Values Only", illustrate various aspects of this NPrinting feature. We suggest that you do all three in sequence. Here are the basics.

 

Open New Connection Window

                 
            Open-New-Connection-Window.png                 
       
  1. Select Sources in the lower left pane
  2. Select Connections in the upper left pane
  3. Click on Connection in the New group of the tool bar
 

Create New Connection

                 
            Create-New-Connection.png                 
       
  1. Enter "Sales Compass" as the connection Name
  2. Enter an explanatory Description (optional)
  3. Click on the browse button

Select and Open "SalesCompass.qvw"

                 
            Select-and-Open--SalesCompassqvw-.png                 
       
  1. Browse to C:\NPrintingTraining\QlikViewDocuments
  2. Select SalesCompass.qvw, our modified version, not QlikTech's standard version
  3. Click on Open
 

Complete Connection Settings and Save Your Work

                 
            Complete-Connection-Settings-and-Save-Your-Work.png                 
       
  1. Make sure the Clear all selections box is checked
  2. Click on Save and Close

Open New Excel Report Window

                 
            Open-New-Excel-Report-Window.png                 
       
  1. Select Reports in the lower left pane
  2. Select Excel reports in the upper left pane
  3. Click on Excel report in the New group of the tool bar
   

Create New Excel Report

                 
            Create-New-Excel-Report.png                 
       
  1. Enter "Simple MultiDoc Excel Report" as the connection Name
  2. Enter an explanatory Description (optional)
  3. Click on the New button in the Template group of the tool bar
   

Select Connection to Add QlikView Object as Image

                 
            Select-Connection-to-Add-QlikView-Object-as-Image.png                 
       
  1. Right click on the Images node and then on the Add objects button that appears, see: How to Create Excel Reports
  2. Click on the Connection field to open the drop-down menu
  3. Select Sales Compass
   

Select Object

                 
            Select-Object.png                 
       
  1. Find and select the Opportunities Ratio object from among all available objects through the SalesCompass connection in the Select Objects window
  2. Click on the OK button
 

Embed Chart 367 Image in Template

                 
            Embed-Chart-367-Image-in-Template.png                 
       

Drag the CH367 - Opportunities Ratio node token onto the template and drop it into cell B6

Add SalesDemo Object to Template

                 
            Add-SalesDemo-Object-to-Template.png                 
       

Reopen the Select Objects window:

  1. Set Connection to SalesDemo
  2. Select Salesman KPI TYTTM from the list of objects
  3. Click on the OK button

Embed Chart 221 Image in Template

                 
            Embed-Chart-221-Image-in-Template.png                 
       

Drag the CH221 - Salesman KPI TYTTM node token onto the template and drop it into cell B15.

Add Table Headings

                 
            Add-Table-Headings.png                 
       

Add headings for the tables into cells A5-K5 and A14-K14 that have been merged and format to please.

 

Open "Save template as..." Window

                 
            Open--Save-template-as--Window.png                 
       

Click on Save As

Save Your Work

                 
            Save-Your-Work.png                 
       
  1. Browse to C:\NPrintingTraining\Templates
  2. Enter a File name or accept the prepopulated one
  3. Make sure to Save as type Excel Workbook (*.xlsx)
  4. Click on the Save button
 

Run Preview

                 
            Run-Preview.png                 
       

Click on the Preview icon.

 

Resulting Report

                 
            Resulting-Report.png                 
       

The report is populated with two images from two distinct QlikView documents.

NPrinting MultiDoc lets you link different QlikView documents through the new Linked Field entity. Discover how by reading the tutorial “How To Use Linked Field with Keep All Values“.

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Last update:
‎11-06-2015 08:26 AM
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