Create dynamic filter for each user by its username

[Yair_M]

Hi,

I want each recipient to get report of its own data, by filtering the recipient name.

I want to avoid creating the filters manually.  (a lot of recipients..)

Does anyone know a dynamic way to create filter, something like name = %%User_Name%%   ?

Thanks,

Yair

[Lucas_Gatling]

@Yair_M  you can try using the Cycle Report feature in Nprinting: https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/ReportsDevelopment/Cycling-your-repo...

Also can try using dynamic filters by email as well: https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/DistributionSchedulesAutomation/Dist...

[Lech_Miszkiewicz]

Hi @Yair_M,

Sorry to break the news - to achieve what you have described you need to create user filters or use section access. Good news is that you can create and import filters via import task as documented here: https://help.qlik.com/en-US/nprinting/May2022/Content/NPrinting/DeployingQVNprinting/Import-Users-Fi... . 

Also just want to mention that using user filters will be lot more efficient than using section access as NPrinting will require more time to create reports using section access due to need of "impersonating" each recipient.

@Lucas_Gatling - lets not create confusion with something what is not possible using cycles please. 

thanks

[Yair_M]

hi Lech,

 I have users filter, but I need dynamic way to generate report per user and send it to him.

session access is not option in NP, because NP is connecting with the same admin user to all the reports.

Thanks,

Yair

[Yair_M]

Thanks Lucas,

will try and update.

Yair

[Yair_M]

according to this :

Solved: Individual Emails per Cycled Report - Qlik Community - 1947881

there is no way to send cycle report to each user.

it sends all the reports compressed in one file..

[Lech_Miszkiewicz]

Hi @Yair_M 

I think you dont understand purpose of user filters as well as meaning and role of cycles in NPrinting.

1. Cycles - they have nothing to do with distribution and sending emails - they role is to cycle through each value of dimension/dimensions field(s) and produce report for each possible combination

2. User filters. If user has a filter assigned to his/hers name in NPrinting (filters are also based on NPrinting apps and connections) and if that filter is from the same app and connection as report you are sending then NPrinting automatically will apply such filter when generating report for user. You dont need to tell it to do it. You can just add user or group to publish task and NPrinting validates users who should get report, checks their filters and if there are any it will produce separate reports for such users respecting their filters. 

this is all documented on https://help.qlik.com so please study it!

[Lech_Miszkiewicz]

if you have user filters it already is "dynamic way to generate report per user and send it to him" as that is a purpose of user filters.

[Yair_M]

hi Lech

I am using NP for more than 10 years, I know what filter do 😉

Please read my Q again. I am trying to auto create filter per user by its user name.

I have a lot of users and I don't want to do it manually. that's all. 

Yair

[Ruggero_Piccoli · Accepted solution]

Hi,

Filters can be created in the following ways:

1. Manually. Not an option for you.
2. Imported via Excel file. You could create an Excel file with user names and add Excel native formulas by concatenating cells and fixed strings to create the correct syntax in the correct column and import it.
3. Via APIs. You can develop a custom software that get the users https://help.qlik.com/en-US/nprinting/May2022/APIs/NP+API/index.html?page=62, extract the needed data, create new filters https://help.qlik.com/en-US/nprinting/May2022/APIs/NP+API/index.html?page=29 and associate them with users https://help.qlik.com/en-US/nprinting/May2022/APIs/NP+API/index.html?page=65

There is no built-in way to dynamically retrieve the user name and use it in a filter associated with the user. You have to choose one of the three previous possibilities. 

Best Regards,

Ruggero