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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,
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.
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
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.
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.