Variable filter on sheet subscription?

[Toll]

Hi!

I'd like to start by saying I'm fairly new to Qlik, and I'm also using a non-English version, so there might be translation issues where I call things by the wrong name.

With that out of the way, I've created a sheet that will be used for a weekly followup of a dataset. No real issues there, just add a filter box, a few tables/diagrams and off you go. However, I'd like to be able to subscribe to that sheet, but only include the data from the previous week in the subscription email that is sent (i.e. a variable filter specifically for the subscription). Is that possible?

I realise that I could do it by creating an identical sheet and putting the week-filter in the expressions, but that'd mean I'd have two sheets to maintain whenever I want to make changes, which, needless to say, isn't optimal.

[Daniel_Castella]

Hi @Toll 

I'm not sure what are you referring with sheet subscription in QlikView. I mean, it sounds more like a feature from Qlik Sense or NPrinting. Could you, please, confirm the product you are using?

Could you, please, also include some screenshots to know how the email is generated? I would like to help you, but I need more information to be aligned.

Kind Regards

Daniel

[Toll]

Sure thing! And it's entirely possible it's Qlik Sense or something else, I'm honestly unsure how to check that. The only three forums I found was for Geoanalytics, QlikView and Qlik NPrinting, and I'm fairly sure it's not GeoAnalytics or NPrinting, so that's why I posted it in QlikView.

Below is how I add the subscription to the sheet. Let me know if you need anything else.

  

[Daniel_Castella · Accepted solution]

Hi @Toll 

For you to know, Qlik has three main products: QlikView, Qlik Sense and Qlik Cloud. Checking your screenshot, you are using Qlik Cloud, which is good since it is the newest product and the one that would have more capabilities. QlikView is the oldest one. For this reason, I was surprised when I saw your post.

In relation to your request, unfortunately, I think it cannot be done directly. However, I found two indirect ways that could work.

First:

As described in this other post Solved: using a variable in a bookmark - Qlik Community - 1884731, you can create a dynamic bookmark. Then, theoretically, you can send the subscription with the bookmark applied and it should change dynamically every week (however, I never tried this).

Second:

You can create an action on the sheet to filter by week field once it is opened. Like in the test app image below. Also, the selection can be made dynamically directly in the action without needing to do the weird things described in option 1. Then, the email should always be sent with the filter applied.

The bad thing is that the users will have the selection applied by default when directly accessing the sheet. But they just need to remove it to see all the data.

Let me know if one of these options would work for you.

Kind Regards

Daniel

[Toll]

I'm not too concerned about users having to change their selection; in general, the last week is what's interesting when the app is opened anyway.

I'll tinker about with it, but I think I managed to get it to work with a single date at least (we'll see how tomorrows subscription mail looks), so I'm definitely on the way to the solution. The only problem is that I only store the date and then get the week using the Week function, so I'm guessing I'll have to add the week to the stored values and change the filters/tables a bit to match.

[Toll]

Managed to get it to work without storing the week , so if the subscription also works the same way everything should be good!

For reference, I adjusted your approach a little; instead of "Select values in a field" I used "Select values matching search criteria" (or whatever the English translation would be), using "='=Week([StoreData_Date])=Week(Date(Floor(Now())))-1'" as the value, which should select all dates with a week one less than today's week. I'm sure it's possible to make it prettier, but for now, I'm just glad it works.

Thanks for your help! It would've taken me much longer to figure everything out on my own.