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Example - Creating a PowerPoint report

In this example, you will build a PowerPoint-based report to analyze sales by year, region, and customer.

Before you start

Requirements

Before you begin, ensure:

• Your Qlik Cloud subscription has capacity for the Qlik Reporting Service.

• You or your admin installs the Qlik add-in for Microsoft PowerPoint.

  Deploying and installing Qlik add-ins for Microsoft Office

• You have activated the Qlik add-in for Microsoft PowerPoint after it is installed.

  Activating add-ins

• You have the required permissions for working with in-app reporting.

  Qlik Reporting Service permissions

  If you cannot create or manage reports, contact your administrator and consult Setting permissions for metered reporting features.

Upload example sources

Refer to the example application sources here: Examples - In-application reporting. Upload the application and data files into a space, and then reload the application. You are ready to complete the example.

Create a new template

Get started

Do the following:

1. Open Microsoft PowerPoint and create a new PPTX file. This will be your template file.

2. Click the Qlik add-in icon in the ribbon bar under the Home tab.

   

3. Log in to the add-in using your Qlik Cloud credentials.

   Connecting to the tenant and logging in

Connect to the application

Do the following:

1. Select the Space where you have uploaded the application.

2. Under App, select the application.

3. Click Save.

   

The template is now connected to the application.

Add a title slide containing a variable

On the default title slide, add some text to the title box—for example, add a title such as Sales Report.

You can add variables from the analytics application to the report. Variables store values that can change dynamically. Add a variable that has been added to the application, storing today's date. It can be added on the title slide to indicate when the report was created.

Do the following:

1. Select the description box on the title slide. This is where the variable will be inserted.

2. In the add-in, click the icon on the top toolbar.

   The Variables and expressions section opens.

3. Click Add variable.

   A list of available variables appears.

4. Click next to vTodayDate .

   

After adding the variable tag, you can style and format the title slide as desired.

Add a page object

With page objects, you can automate the creation of filtered slides, cycling report data for each dimension value. A page creates one or more new slides for each dimension value.

Add a page object to generate a separate slide for each year.

Do the following:

1. Create a new slide.

2. In the add-in, click the icon on the top toolbar.

   The Levels and pages section opens.

3. Click Add page.

4. Expand Fields.

5. Click next to Date.autoCalendar.Year.

   

6. Under Select fields to add (optional), check the box for Date.autoCalendar.Year.

7. Click Add.

The page object is inserted and the corresponding field tag is added as the title. Note that the page tag itself is not visible as text so the field tag denotes which dimension value each slide is for.

Add an expression

Next, you can add more content to the slide where the page object is inserted. All content defined by the page object will be repeated for each year value.

Add an expression to provide high-level information about total sales.

Do the following:

1. On slide 2, reduce the size of the <Date.autoCalendar.Year> title so that it occupies half of its current length.

2. Copy and paste the <Date.autoCalendar.Year> title and place the copy to the right of the original. Delete its contents.

3. With the new blank box selected, type:

    Total Sales: 

4. In the add-in, click the icon on the top toolbar.

   The Variables and expressions section opens.

5. Click Add expression.

6. Under Name, type TotalSales.

7. Under Expression, add the following:

   Money(Sum(Sales))

8. Click Create.

Add a chart image

Do the following:

1. On slide 2, delete the content box below the title boxes.

2. In the add-in, click the icon on the top toolbar.

   The Charts section opens.

3. Click Add chart.

   A list of available sheets appears.

4. Expand the Dashboard sheet.

5. Click next to the Top 5 Customers chart.

6. Resize the chart, making it take up half of the area under the titles.

   

Add a table

Do the following:

1. In the add-in, click the icon on the top toolbar.

   The Tables section opens.

2. Click Add table.

   A list of available sheets appears.

3. Expand the Dashboard sheet.

4. Click next to the Sales per Region chart, and select Individual columns.

5. Under Select columns to add, check All.

6. Click Add.

   All columns from the source chart are added as individual columns in a PowerPoint table.

7. Move and resize the table so it takes up the remaining space below the titles.

   

Preview the report

Before finishing the report, you can set formatting and styling as desired.

When ready, preview the report as a PowerPoint file to ensure it looks as expected.

Do the following:

1. In the add-in, click the icon on the top toolbar.

   The Preview section opens.

2. Click Preview as PowerPoint (.pptx).