Excel templates

In this section, we will create an Excel template using Qlik Sense objects.

To create an Excel template, go to the Templates tab and click Create button. Your screen will look something like this:

  1. In the Type drop-down menu select Excel
  2. Give a name to your template. Example: Performance Excel template
  3. Add a description (optional)
  4. You have two options to create a new template. You can click  to create a new Excel file or click  to create your template from an existing Excel file
  5. Save your work

Click to create a new Excel file. Your screen will look something like this:

  1. An Excel file is open in the Qalyptus application
  2. Connections: list of the Qlik Sense and QlikView connections created in the Connections page
  3. Variables: list of the Qlik variables of the selected connections. Select the ones you want to use
  4. Objects: list of the Tables, Charts, and Master Items of the selected connections. Select the ones you want to use
  5. Used: here you will find the objects and variables you want to use in your template
  6. Save button allows you to save the template
  7. The preview button allows you to have a preview of the report

Add objects to create the template

In this short video, you will see how to use your Qlik Sense objects to create a simple Excel template.

Advanced options

1- Add a filter to an object

In addition to applying filters at the report level and the task level, you can apply a filter for each Qlik object you use in your Template.

Right-click on the object you want to add a filter, then select Properties. In the Properties screen, select the filter to apply from the available filters.
Only one filter can be applied to an object.

Qalyptus-object-filter-excel

2- Not insert new rows

When you use a table, Qalyptus, by Default, inserts new rows to keep the same Layout of your different objects. But in some cases, you may want Qalyptus not to insert rows; for example, when you have several objects next to each other.

You have the option of not inserting rows when exporting a table.

Right-click on a table or pivot table object, then select Properties. In the Properties screen, check the checkbox Not insert rows.

Qalyptus-Not insert rows in Excel

3- Choose pivot table rows presentation

You can choose how do you want to export a pivot table. You have the choice between Default (the settings chosen in Qlik Sense), Extend all, or Collapse all.

PivotTable-rows-presentation

4-Repeat charts and tables in the same sheet or create a sheet for each value of a dimension

Qalyptus allows repeating data by dimension in a report. You can repeat Images, Tables, and Variables.

You can repeat the same sheet’s contents for each value in a dimension field. You can also repeat your Qlik Sense objects on a single sheet for a field value. You can nest the repeat levels as many times as you want.

See how you can do it.

5- Repeat table header row across pages for a PDF export

To repeat the first row of column headers on all pages when you have a large and complex worksheet, drag and drop the columns of the table object then:

  1. In Excel, click the Page Layout tab
  2. In the Page Setup group, click Print Titles
  3. Under the Sheet tab, in the Rows to repeat at top field, click on the icon on the right
  4. Select the row you wish to appear at the top of every page. Press the Enter key
  5. Then click OK

Repeat-table-header-Excel

Here is the result

Repeat-table-header-excel-result

Status

A template can have three different states:

  • Valid template
  • File not found
  • No objects or variables used
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