Using the Qlik add-in for Microsoft Excel

After you or your administrator has deployed and installed the Qlik add-in for Microsoft Excel for your organization, you can activate it and begin using it to build your report template.

Use the add-in to develop report templates that you upload into Qlik Sense apps to control the output of tabular reporting tasks.

Getting started

Before you start building your template, learn about the requirements for working with the add-in, as well as basic operations you might need to perform.

See Getting started with using the Qlik add-in for Microsoft Excel.

Developing report template content

See the following help topics for information about how to develop your report template for best results:

• Adding basic content to the template: Adding content to your Excel report template

• Creating native Excel tables for pivot tables, calculated columns, and calculated row totals: Working with native Excel tables in the Qlik add-in for Microsoft Excel

• Adding variables and expressions: Using variables and expressions in your Excel report template

• Automating the creation of filtered sections and worksheets: Using levels and pages to loop and cycle report elements