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malina17
New Contributor II

How to automate and parametrize chart generation?

I’m new to Qlik. My company is building a data management system for a client and we’re planning to use Qlik Sense to handle visualizations and reports. We have a database with tens of related tables. We want to prepare all the charts for the client and just have them select dates for daily, monthly or yearly report charts.

My question is if it can be achieved without the client having to interact with the data loading scripts and what is the best way to automate and parameterize this process? I’ll be grateful for any suggestions or tips or maybe you can refer me to some useful resources.

2 Replies
jwjackso
Contributor III

Re: How to automate and parametrize chart generation?

Start with a calendar (Calendars).  You can create variable to use in set analysis, for example a month-to-date variable

LET vMTD = Replace('MonthID = {"@(=Max(MonthID))"}, DateDT = {"<=@(=Max(DateDT))"}','@','$');

Then your MTD expression would be like, Sum({$<$(vMTD)>}Amount)

It makes handling time so much easier.

malina17
New Contributor II

Re: How to automate and parametrize chart generation?

Very helpful, thanks a lot!

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