Create reports

Qalyptus allows you to create QlikView and Qlik Sense reports based on custom templates.

Create a simple report

To create a report, go to the Reports tab and click Create button. Your screen will look something like this:

  1. Give a name to your report. Example: Performance PowerPoint report
  2. It is recommended to add a description
  3. In the Template drop-down menu select Performance PowerPoint template
  4. If you want you can give a dynamic name to your report by clicking the Dynamic name button. More details in Create an Iteration report section
  5. You can filter your data before generating your report by adding one or more filters. See more about filters
  6. Finally, click Save to create and save the report.

Your report is created and can be used in Tasks.

 

Create an Iteration report

With Qalyptus you can also create your report by dimension. For example: Year, Region, or Seller. You can use one dimension or combine several dimensions such as Year->Seller.

To create an Iteration report do the following:

  • Follow the same steps to create a simple report
  • Click the Iteration fields button. A new window will open

  1. Select the Performance connection in the connections list
  2. Choose Region Market field in the Fields list
  3. Click Add button
  4. Your filter is added
  5. Click the OK button to validate your work.

When you generate the report, you will have six different files because there are six values in Region Market field.

To be sure that each file name will be unique, you need to give a dynamic name to your report. For the name to be unique, it should contain either the values of the iteration field or a variable with a unique value for each value of the iteration field.

In our case, we will create a dynamic name composed of the name of the report and the value of the field of view: Performance PowerPoint report_Region Market

To create a dynamic name click the Dynamic name button. A new window will open

  1. Click Report name
  2. Click Iteration fields
  3. The Report name and Iteration fields are added to the dynamic name
  4. By default, the separator is “_”. You can change it
  5. Click the OK button to validate your work

Your screen will look something like this:

 

Finally, click Save to create and save the report.

Your report is created and can be used in Tasks.

 

Status

A report can have four different status:

  • Valid report
  • No template assigned to this report
  • The template of this report is not valid
  • One or more filters of this report are not valid

 

 

 

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