Qalyptus Desktop
Qalyptus Desktop is the authoring tool of the Qalyptus platform. It is installed on the machines of users who design report templates and build report projects. Using Qalyptus Desktop, you connect to your Qlik Sense or QlikView environment, design Office templates (Excel, Word, PowerPoint), and configure everything needed to generate and distribute reports.
Once a project is ready, it can be published to Qalyptus Server to automate scheduled report generation and delivery across your organization.
Workflow overviewโ
A typical Qalyptus Desktop workflow follows these steps:
- Get started - Watch the getting-started video to create your first project in minutes.
- Create connections - Connect Qalyptus Desktop to your Qlik Sense or QlikView application.
- Create destinations - Define the folders or storage services where generated report files will be saved.
- Create filters - Set up field, variable, or bookmark filters to control the data scope of your reports.
- Design templates - Build Excel, Word, or PowerPoint templates that reference Qlik objects, tables, and variables.
- Create reports - Combine a template with a connection and configure the output format(s).
- Generate reports - Create tasks that run one or more reports and deliver the output to your destinations.
- Publish a project - Push your project to Qalyptus Server to enable automated scheduling and distribution.
- Monitor a project - Track the health of your connections, templates, reports, and tasks at a glance.
- Settings - Configure general preferences, appearance, licensing, and your Qalyptus Server account.
Before using Qalyptus Desktop, make sure it is installed and that your machine meets the system requirements. If you haven't installed it yet, see the installation guide.
๐๏ธ Getting Started
In this section, you will learn with the video how to create your first Qalyptus project in 5 minutes.
๐๏ธ Create connections
2 items
๐๏ธ Create destinations
To store your files generated by Qalyptus, you need to specify a destination when you create tasks.
๐๏ธ Create filters
Qalyptus allows you to apply filters on Objects, Reports, and tasks before generating your reports. Filters can be static values or calculated values using Qlik Sense or QlikView expressions. Expressions must use Qlik Sense or QlikView rules and syntax and return a single value.
๐๏ธ Designing Templates
4 items
๐๏ธ Create reports
Qalyptus allows you to create QlikView and Qlik Sense reports based on custom templates.
๐๏ธ Generate reports
To generate your Qalyptus reports, you need to create tasks that will contain the reports to generate.
๐๏ธ Publish a Project
When your Qalyptus project is ready, you can publish it on Qalyptus Server to automate the generation and distribution of reports and make them available to other users.
๐๏ธ Monitoring a project
With Qalyptus you have the opportunity to know at any time the status of the different entities. If, for example, the path to a template file no longer exists, you will know it before launching the report generation.
๐๏ธ Qalyptus Desktop Settings
To access the Qalyptus settings, click .