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Designing report templates with Qlik add-ins for Microsoft Office

Qlik add-ins for Microsoft Office allow you to develop report templates for in-app reporting in Qlik Cloud Analytics. They are add-ins that can be integrated into Microsoft 365 versions of Excel, PowerPoint, and Word.

What are Qlik add-ins for Microsoft Office?

Qlik add-ins for Microsoft Office are:

  • Qlik add-in for Microsoft Excel

  • Qlik add-in for Microsoft PowerPoint

  • Qlik add-in for Microsoft Word

Functionality is similar across the add-ins. In the add-in window, you can add app content in the form of tables, images, variables, and expressions. After adding content using the add-ins, you have several options for formatting and styling it using the default Microsoft Office functionality.

Workflow

This workflow is the same for all Qlik add-ins for Microsoft Office.

For a full overview of in-app reporting, see In-app reporting with Qlik Cloud Analytics.

  1. An administrator installs the add-in

    A user with administrator access to Microsoft 365 and Qlik Cloud installs the add-in using centralized deployment via the Microsoft 365 admin center.

    Alternatively, when provided with a copy of the manifest installation file, you can sideload add-ins yourself for temporary access.

    Deploying and installing Qlik add-ins for Microsoft Office

  2. Activate the add-in and connect to an app

    After installation, you can now activate the add-in in your Microsoft Office application.

    Getting started with using Qlik add-ins for Microsoft Office

  3. Add content to your template

    Each available add-in works with similar functionality. Using the add-in window, develop your template by adding content to the Microsoft Office file, in the form of tags and images.

    Adding content to report templates with Qlik add-ins for Microsoft Office

    Designing tabular report templates

    Designing PowerPoint report templates

    Designing Word report templates

Qlik add-in for Microsoft Excel

The Qlik add-in for Microsoft Excel is used to design tabular reports.

For more information, see Designing tabular report templates.

Qlik add-in for Microsoft Excel

Qlik add-in for Microsoft PowerPoint

The Qlik add-in for Microsoft PowerPoint is used to design reports that can be used as slide decks.

For more information, see Designing PowerPoint report templates.

Qlik add-in for Microsoft PowerPoint

Qlik add-in for Microsoft Word

The Qlik add-in for Microsoft Word is used to design reports that will take the form of text-based documents.

For more information, see Designing Word report templates.

Qlik add-in for Microsoft Word

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