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vindhya_giri
Contributor II

QlikView Dashboard -Email automation

Hello,

I have an QlikView dashboard  with quite a few graphs in it for the executives in the organization. Is there a way to send an automatic email with the dashboard attached somehow to  a group of users every month, instead of them having to go through the dashboard?

Can we export the content in the dashboard (all graphs) as an attachment as an email to users? Or any other options available to make it easier ?

Note: We do not have Nprinting.

Please advise 

1 Solution

Accepted Solutions
Claudiu_Anghelescu
Contributor III

Re: QlikView Dashboard -Email automation

You can create a Report (PDF) and put all the charts inside, after this you can create a task and using the option Distribute -> Loop Filed in Doument / File Type
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7 Replies
vindhya_giri
Contributor II

Re: QlikView Dashboard -Email automation

@marcus_sommer - Can you please provide your inputs on my question?

Thank you in advance!

HirisH_V7
Honored Contributor

Re: QlikView Dashboard -Email automation

Hi 

You can achieve this using macro in qlik and making it automated using a batch file, by running the same macro post reload by triggers.

I have attached a qvw with macro code and some data.Also attached an excel sheet ,where which all the recipient emails and related data sits i.e. with config's of sender as well.

Have a look into attached for ref. 

HirisH
“Aspire to Inspire before we Expire!”
Claudiu_Anghelescu
Contributor III

Re: QlikView Dashboard -Email automation

You can create a Report (PDF) and put all the charts inside, after this you can create a task and using the option Distribute -> Loop Filed in Doument / File Type
To help community find solutions, please don't forget to mark as correct.
vindhya_giri
Contributor II

Re: QlikView Dashboard -Email automation

Hi Claudiu,

Thank you for responding to my question.

1. I have multiple charts put into a container object in my dashboard but not able to pull the container objects into the report. Approx I have 20 container objects with 3 charts in each of the container.

2. After creating the report in the dashboard and saving it, What all  settings are needed in the tabs Loop Field in Document / File Type ?

Loop field in document--> I have select the target type as email, but not sure on how to set the recipients information

File Type --> When I select PDF report from source document--> it is giving me an error 'There was an error opening the document' --> I think we need an PDF report distribution Add On to the publisher license  to enable distribution of pdf reports.

Can you please advise  on possible solution for both of my questions ?

Thank you very much.

 

Claudiu_Anghelescu
Contributor III

Re: QlikView Dashboard -Email automation

Hello,

For the first question I have to check because I didn’t use anymore a container in the report but only the charts directly and it works fine.

For the second one:
Loop Field in Document it’s ok selected as Email but should to have a field which contains the email addresses for the receipients (for example you can put the email addreses in Excel and load them into QlikView as a field “EmailTo”);
“EmailTo” will be the Loop Field.

Also the error you receive when selected the report in File Type is strange.
The report is already created in order to select it?

I will send you soon a sample.
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Highlighted
vindhya_giri
Contributor II

Re: QlikView Dashboard -Email automation

HiClaudiu,

1. Yes, charts directly worked for me too. Container is not working for me.

2. I think it is an pdf add on license issue because I got the same error when I try to 'Open document' in Loop in Field Document tab.

Sure, will look forward for your example.

Thank you very much!

Support
Support

Re: QlikView Dashboard -Email automation

You are correct, in order to do a PDF file from Publisher, you must have the PDF_GENERATION;YES;; feature in your Publisher License Enabler File, if that is not present, then this solution will not work.  Just wanted to let you know you were on the right track with that, sorry, I am not much help on the other, I would venture NPrinting may be the best option in the long run on this use case.

Regards,
Brett

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