Excel templates

In this section we will create an Excel template using QlikView objects. We will use a Chart (Line Chart), a Table and a Variable.

To create an Excel template, go to 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. It is recommended to add a description
  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. Items: list of the selected objects and variables to use to create your template
  3. Objects: list of the table and chart objects of the selected connections
  4. Variables: list of the variables of the selected connections
  5. Connections: list of the available connections.

Now you need to add to the Excel Sheet the objects you want to have in the Sheet. In our case we will use the Performance connection and use the following items:

  • CH137 (Sales Trend) as Image
  • CH169 (Sales Performance (in thousands)) as Table
  • vCurDate as Variable

Follow the instructions below to add the items.

  • Go to the Connection tab and select Performance connection
  • Go to Objects tab -> find CH137 (Sales Trend) -> right click and choose Use as Image
  • In Objects tab  find CH169 (Sales Performance (in thousands)) -> right click and choose Use as Table
  • Go to Variables tab -> find vCurDate right click and choose Use as Variable
  • Return to Items tab. You objects and variable are now available to be arranged in the file.

  • Drag and drop vCurDate to the B:2 cell
  • Add the text Date: to the A:2 cell
  • Drag and drop CH137 (Sales Trend) to the B:5 cell
  • Drag and drop the CH169 (Sales Performance (in thousands)) to the B:8 cell

You can create as many sheets as you want and drag and drop your QlikView and/or Qlik Sense objects.

  • Click Preview button and choose xlsx to view the result
  • An Excel file is created

  • Click Save button to save the file
  • Close the window

When generating the report only objects and variables present in the Items tab are taken into account. Example: if the object CH137 is used in the Excel sheet and the object CH137 is not used in the Items tab, then the object CH137 will not be created in the Excel sheet at the time of the generation of the report.

Status

A template can have three different status:

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