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How to Manage Dimensions Containing Cyclic Groups in Word, Excel, PowerPoint and HTML Reports

sdl
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How to Manage Dimensions Containing Cyclic Groups in Word, Excel, PowerPoint and HTML Reports

The "Use This Group Field" property has been added to the Table column Properties menu in Word, Excel, PowerPoint and HTML report templates. It is displayed only for dimensions and only if they contain a Cyclic Group. It has a predefined value, "(Active Field)" which will use the field which is active at run time. It is also possible to force NPrinting to display a specific dimension by selecting it from the list.

Formula and drill-down groups are not supported.

   

Create New Word Report

                 
            Create-New-Word-Report.png                 
       

Set Basic Parameters and Open Template Editor

                 
            Set-Basic-Parameters-and-Open-Template-Editor.png                 
       
  1. Enter a Name for your report
  2. Enter a more detailed Description (optional)
  3. Click on the New icon in the Template group

Save Template

                 
            Save-Template.png                 
       

Click on the Save As icon

Save Template

                 
            Save-Template-1.png                 
       
  1. Enter a File name for the template or accept the suggested one
  2. Save as type: can be set to Word Document (*.docx) or the default Word 97-2003 Document (*.doc) as they are both compatible with this feature
  3. Click on the Save button

Add Heading and QlikView Object to Template

                 
            Add-Heading-and-QlikView-Object-to-Template.png                 
       
  1. Add Top Sales by Category as a heading to Word template
  2. Add QlikView object CH305 - Top Sales to template as a table

See: How to Create Word Reports

Set CategoryName as Field to Be Used

                 
            Set-CategoryName-as-Field-to-Be-Used.png                 
       
  1. Select the Top Sales column node under the CH305 - Top Sales table node
  2. Select CategoryName in the Value cell of the Use This Group Field property in the Properties pane

Embed CH305 - Top Sales in Template

                 
            Embed-CH305---Top-Sales-in-Template.png                 
       

Drag and drop the CH305 - Top Sales table-node token into the template.

   

Add Second Heading and Same QlikView Object to Template

                 
            Add-Second-Heading-and-Same-QlikView-Object-to-Tem.png                 
       
  1. Add Top Sales by Country as a new heading to the template
  2. Add QlikView object CH305 - Top Sales to template as a table again, resulting in the CH305_1 - Top Sales node
 

Set Country as Field to Be Used

                 
            Set-Country-as-Field-to-Be-Used.png                 
       
  1. Select the Top Sales_1 - Top Sales column node
  2. Select Country in the Value cell of the Use This Group Field property in the Properties pane

Embed CH305_1 - Top Sales in Template

                 
            Embed-CH305_1---Top-Sales-in-Template.png                 
       

Drag and drop the CH305_1 - Top Sales table-node token into the template.

Add Third Heading and Same QlikView Object to Template

                 
            Add-Third-Heading-and-Same-QlikView-Object-to-Temp.png                 
       
  1. Add a new heading to the template
  2. Add QlikView object CH305 - Top Sales to template as a table again, resulting in the CH305_2 - Top Sales node

Set Salesman as Field to Be Used

                 
            Set-Salesman-as-Field-to-Be-Used.png                 
       
  1. Select the Top Sales_2 - Top Sales column node
  2. Select Active Field in the Value cell of the Use This Group Field property if it is not already selected

N.B. Active Field means the field of the group active at the moment of saving the QlikView document. In this case, though we haven't saved the QlikView document, the last active field is Country. If you use Active Field in an Excel report template and add the fields one by one, then you need to set Show Header to Show Above Tag Cell

  

Embed CH305_2 - Top Sales in Template

                 
            Embed-CH305_2---Top-Sales-in-Template.png                 
       

Drag and drop the CH305_2 - Top Sales node token into the template.

Run Preview

                 

            Run-Preview.png                 

       

Click on Preview in the Actions group

Inspect Report Preview

                 
            Inspect-Report-Preview.png                 
       

Notice that the table has been repeated but the first dimension displays a different field from the cyclic group and the other dimensions show the relevant data.

     

Be Sure to Save Your Work

                 
            Be-Sure-to-Save-Your-Work.png                 
       

Click on the Save and Close icon.

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Revision #:
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Last update:
‎11-13-2015 05:01 AM
Updated by:
sdl