I ask for your experience in solving one common request when developing financial reports: adding comments. Financials users, usually need to add comments on evolution, tendencies, causes, and so on to the reports generated on qlikview.
I can imagine on two possibilities to solve this:
1.- Use "text boxes" on qlikview reports. I think this solution is not much user-friendly
2.- Use power point integration. Maybe this is the easiest way to solve the problem, since users feel comfortable with ms office products
Any other ideas? What are your experiences on this?
With Reports I tend to have a Sheet in my QlikView document, with a Show Condition of 0, that contains various legends, notes and graphics that are required on Reports but not in the main QlikView document. This seems like a good approach to me.
If you require users to be able to modify notes, you could do this with text boxes that display variables, and then have input boxes to populate the variables.
Using the OCX components and Powerpoint is an option, but I believe you will lose some of the functionality of reports, such as looping around all values of a field.
I've recently implemented a report comments solution by using an INPUTFIELD table. You can follow a simple example in the load script as follows.
i.e.
Trans:
LOAD Group,
MonthYear,
Amount
FROM Trans.qvd;
TempTransNotes:
LOAD DISTINCT
Group,
MonthYear
RESIDENT Trans:
INPUTFIELD NoteNumber, NoteText;
TransNotes:
LOAD Group,
MonthYear,
' ' as NoteNumber,
' ' as NoteText
RESIDENT TempTransNotes;
DROP TABLE TempTransNotes;
Display Group, NoteNumber and NoteText in a table box. You will be able to input notes into both columns. These notes will be displayed by MonthYear and can be saved historically.
To display the note number on the RHS of your chart, use the formula;
Note: It is necessary to create the island in the middle (TempTransNotes) as otherwise inputfield freaks out and wants to create a line for every transactional row instead of at a grouped level.
on qlikview server there is a collaboration object called note (or annotation)
from online help
Notes and Comments
Notes and comments can be added to all objects when connected to a QlikView server, allowing users to create and share notes about the current object.
Notes are shared with other QlikView users, and these users can respond by leaving their own comments. It is also possible to save a snapshot (bookmark) of the data with each note.
When right-clicking an object, it is possible to add a new note and to view existing notes, by selecting Notes from the context menu. After having selected Add a New Note orView Attached Notes, all objects in the current document with existing notes are supplied with an indication in the top left corner. The number of attached notes for each object is displayed in the indication.
Hi Steve, please share the sample application for "If you require users to be able to modify notes, you could do this with text boxes that display variables, and then have input boxes to populate the variables."
