Creating Excel reports

This page provides the basic steps to create an Excel report.

As an example, we are going to embed a QlikView object as an image, and another as a table, in an Excel report to show two fundamental features of Excel reports. We are then going to add pages and the page variable tag to the report so that the Excel report has multiple sheets with titles.

Note: You can select multiple objects or values by pressing Ctrl or Shift during the selection. For example, you can select multiple objects when adding objects from a list, or when dragging and dropping many columns into the template.

Create a new Excel report and template

Do the following:

  1. Select Reports in the Qlik NPrinting main menu, and then click Create report.
  2. Enter a Title for the report. Basic Excel report.
  3. Select Excel from the Type drop-down list.
  4. Select an app from the App drop-down list.
  5. Select a Template from the options available:

  6. Leave the Enabled check box selected. If you clear it, the report will be saved but ignored by the scheduler.
  7. Click Create to create the report.
  8. Click Edit template to open the Template Editor.

Import QlikView object as image

Do the following:

  1. Right-click the Images node, and then select Add objects.
  2. Select the Connection to the QlikView document that contains the object you want.
  3. Select CH320 from the objects list.
  4. Click OK.

Embed image in template

Do the following:

  1. Expand the Images node.
  2. Drag and drop the CH320 token into a cell.
  3. In the Report window, click Preview in the Actions group.

    The resulting Excel report appears. Examine the report and then close it.

  4. Close Excel.

Add a table

Do the following:

  1. Right-click the Tables node, and then select Add objects.
  2. Select the Connection to the QlikView document that contains the object you want.
  3. Select CH184 from the objects list.
  4. Click OK.

Embed table as block in template editor

Do the following:

  1. Expand the Tables node.
  2. Drag and drop the CH184 token into a cell.

Embed table column by column in template editor

With Qlik NPrinting, you can manage the columns of a QlikView straight table and table box objects one by one.

Do the following:

  1. Expand the CH184 node.

    You can only expand the node to reveal column nodes if the added QlikView object is a straight table or table box.

    Other QlikView objects, for example QlikView pivot tables, cannot be manipulated at the column level. If your QlikView object is not a straight table or a table box, you can convert, or clone and convert it. The object can then be hidden in the original .qvw, in the latter case, if desired.

  2. Drag and drop the column tokens into cells one at a time as required.

    This creates a token for each selected column with its title as a text cell that you can format. You can move the tokens in the Excel template to obtain the column order you prefer.

Preview and save

Do the following:

  1. Click Preview.
  2. Check the report, close it, and then edit the template again if necessary.
  3. Click Save and Close to save the template and close the Template Editor.

Select page

Do the following:

You can produce your report with a worksheet for each value of a field that you select by adding the selected field to the Pages node. For example, to produce a worksheet for each sales office, do the following:

  1. Right-click the Page node icon or label in the left pane.
  2. Select Add page to current sheet.
  3. Change the connection if you need to select a field from a different connected QlikView document.
  4. Select SalesOffice in the list.
  5. Click OK.
Note: Note that the worksheet name will change to <SalesOffice_Page>. It will be replaced with the related value of each worksheet, and then you can edit the worksheet name by inserting text. For example, you can insert Sales Office: <SalesOffice_Page>.

Add Sales office as title

Do the following:

  1. Expand the page and SalesOffice page nodes in the left pane by clicking on the + to their left.
  2. Drag and drop the SalesOffice node token into a cell in the template.

    You can format the cell using Excel formatting features.

Your report will now be produced with a page for each sales office that contains the sales office name as title.

Note: To avoid having a cell or cells selected in your distributed reports, always select a cell away from your report elements just before saving and closing the Template editor window.

Preview and save

Do the following:

  1. Click Preview.
  2. Check the report, close it, and then edit the template again if necessary.
  3. Click Save and Close to save the template and close the Template Editor.

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