Documents & videos about Qlik Sense.
I will use Qlik Sense Desktop version for this demo, but I am sure you can also use Enterprise version if you have the authorization to the Dev Hub.
The first step, open an excel file where you want your qlik visualization to be, make sure saved it as xlsm format (Macro Enabled file)
Step2, ALT + F11 to open Developer window in excel, and create a user form. Pick the Web Browser part from Toolbox and reshape the size to fit your user form
Step3, Go to Dev Hub in QLik Sense
then go to Single Configurator, pick the App and the Sheet, then the URL will be generated in the box, Copy the URL and paste to a cell in the excel file.
Step4, Build some buttons in excel like below, the up and down buttons are controlling 12 period ,and 5 weeks(most periods have 4 weeks, some have 5 weeks)
Step5, Change the Cell where stores your URL info into a formula like below. the cell B2 and G2 refer to the period number and week number.
Step6, return to VBA developer window, and paste the code below to Sheet1
Private Sub CommandButton2_Click()
and then go to the Userform code section, and paste the code below.
Private Sub UserForm_Initialize()
Me.StartUpPosition = 0
Me.Top = Application.Top + 25
Me.Left = Application.Left + Application.Width - Me.Width - 25
Step7, Test your result. Basically, when you spin the button changing period and week number, the visualizations changes accordingly.
below is the screen I have on my side, it is fully interactive with Qlik. you see the filters update with my selections in excel.
I tested this method with enterprise version, and it worked too, but you need to key in user name and password to be able show the result, you are only required to key in credential once.
Above is the thought on embedding analytics to other tools, if you have different thoughts and comments, please share with me as well.
Thank you for this very interesting and useful article. I tried to follow the instructions but didn't succeed.
I actually didn't know how to achieve step 4.
Would there be any other instructions that would help me achieve this step?
Also could you please let me know if the person I'm sharing the visualization with needs to have Qlik access?
My audience don't know and don't use Qlik, however they are interested by the visualizations
Thank you so much
the users still need Qlik access to view the contents, unless the Qlik access is using the windows credential.
Hello please check the video for step 4, I will try to build more videos about next steps. may take me some time to.
Thank you very much Issac
I shared the link with one of my colleagues, but he was unable to login even with his windows credentials.
Would you have any hint about how to overcome this issue?
Thanks a lot for your help,