Define file name when sending to Excel - Qlik Community

Report Inappropriate Content · ‎2013-10-24

Hi,

Is there any way to define the file name when sending a chart to Excel? Currently it is just some random number like 146e80312fae44b7a9dc0efbc34e213f.xls which is not too popular among our customers.

Thanks in advance

Report Inappropriate Content · ‎2013-10-24

Yes you can achieve this functionality but not by using default Send to Excel button. You can apply a Macro on the chart and during applying macro you can provide the name of the file so that when macro is executed, the excel file will save on your provided path and with your provided name of the file.

Report Inappropriate Content · ‎2013-10-24

and If you need help creating a macro let me know and i'll help you out.

Report Inappropriate Content · ‎2013-10-24

Thanks, that's very kind of you.

Can this functionality replace the current one, so that when I click on the "Send to Excel" button in any chart this would be invoked? Or do I need to add a special button on every chart?

Report Inappropriate Content · ‎2013-10-24

You need to create button for this purpose.

If you have few tables from which you need to export data into excel then applying macro will be sensible choice but if you want this functionality on all of your tables then this is not a wise way to go.

Report Inappropriate Content · ‎2013-10-24

Yeah that's the problem. Way too many charts to export from. Any other ideas?

Report Inappropriate Content · ‎2013-10-24

I dont have any other idea. maybe there's someother way around i dont know of.

jagan · ‎2013-10-24

Hi,

There is no such functionality to define the file name when you Export to Excel using default, you need to write macro and achieve this. There is no other way, no configuration or setting for this.

But what we can do is, create a list of all objects (Object IDs) and display it in list box, ask user to select the ID and use single macro and button to export this. The macro should be dynamic to export the selected Object ID.

Regards,

Jagan.

Anonymous · ‎2014-03-28

Go to the table/chart and in the general tab, use the name of the excel file you wish to replace the object ID.

This should now export the excel with the namegiven_date_time.xlsx format.

ThornOfCrowns · ‎2014-03-28

The filename is generated as Objectname_YYYYDDMM_hhmmss, so it's not entirely random. If you name your objects in a meaningful way, rather than using the default "CH367" etc., you may not have such a problem in future file recognition.