Applying Excel formatting

When you create templates for generating reports, you can present information with the formatting as it is in QlikView or Qlik Sense. This is the default setting. Qlik NPrinting will attempt to preserve, on a best effort basis, the original formats of imported objects. Alternatively, you can apply formatting from Excel templates.

You can remove original formats and apply your own formats by deselecting the Keep Source Formats check box. Keep Source Formats is selected by default, so Qlik NPrinting keeps the original QlikView object formats. Keep Source Formats is available for all fields in the Pages and Levels node, and for fields and QlikView objects in the Tables node.

By removing Keep Source Formats from tables, you can apply Excel graphics and numeric formats to the columns in the report.

By removing Keep Source Formats from pages and levels, you can apply Excel numeric formats to the cells in the report. To apply graphical formats, you do not need to remove Keep Source Formats. You can apply graphical formats using Excel formatting tools.

After deselecting Keep Source Formats, the Format option appears. You can then specify a custom numeric format.

Allow application of Excel formatting to the whole table

After you have added a QlikView object as a table, do the following:

  1. Right-click the Tables node, and then select Properties.
  2. Deselect the Keep Source Formats box.
  3. Drag and drop the table into the Excel template.
  4. Click the Toolbar icon to open the Excel tool ribbon, and then apply the Excel formatting that you want.
  5. Click Preview in the Actions group to preview.

This will cause the content for all cells in all columns of the table to be exported from QlikView without formatting, and you can apply formatting from the Excel tool ribbon that you set in the template.

Allow application of Excel formatting for specific columns of a table

If you want to keep source formatting for the majority of columns, leave the Keep Source Formats box selected for the table as a whole and do the following:

  1. Open the Properties window of the table that you want to use.
  2. Expand the table node by clicking on the + to its left.

    This will show the available columns. If you do not see the +, it means that you added a pivot table. You cannot manage single columns of a pivot table. You can only clone and convert it into a straight table.

  3. Select the column that you want to apply Excel formatting to.
  4. Clear the Keep Source Formats check box in Properties.
  5. Drag and drop the column into the Excel report.
  6. Click the Toolbar icon to open the Excel tool ribbon.
  7. Select the column in the template, and then apply the formatting that you want.

This will cause the content for all cells in the selected column of the table to be exported from QlikView without formatting, and you can apply formatting from the Excel tool ribbon. You can do this for as many individual columns as you want.

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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