Help & DocumentationGetting DataWorking with Qlik Sense Sourcing Data from Qlik SenseHow to create a Dimensioned External Report from Qlik Sense

How to create a Dimensioned External Report from Qlik Sense

This article will show you how to create a Dimensioned External Report in Metric Insights that is linked to a report from your Qlik Sense server.

1. Access New > External Report > Qlik Sense

The New External Report screen opens. Provide the following information:

  1. Give your new External Report a Name
  2. From the dropdown, select a Dimension
  3. Place your Report in a relevant Category
  4. Define whether you want Report content to be updated manually or automatically. In case you choose Automated Collection, define the following settings:
  5. Choose the Report Image Trigger from the drop-down list
  6. Select the Plugin Connection Profile you have created for Qlik Sense
  7. Object: Select a Qlik Sense Sheet (Object) from the corresponding connection profile
  8. Click Next: define details to proceed with Report creation

2. Report Editor displays the Configurations tab

  1. Show Report in: change from default "External Webpage" if you want your Report to be displayed in Viewer
    • You can choose between the iframe and static image options
    • If you select iframe, you can specify the Viewer Image Size
  2. Apply filters to your Report data by clicking [+Qlik Sense Filter]
    • Select the Dimension you have used for this Report and all its Dimension Values are going to be loaded to the Values list automatically.
    • For details, go to Pre-filtering Qlik Sense data 
  3. The External Report URL will be generated automatically based on your other inputs
    • You can modify the URL by appending a question mark (?) followed by any filter or parameter settings
  4. Test External Report: you can optionally test how your Report will be displayed on External Webpage or in Viewer, depending on the display option selected in #1
  5. Advanced:
    • Always collect all instances of external report: Collect all images and cache them on a schedule
    • On Demand: only when needed for distribution: Individual images are only collected when they need to be included in an email
  6. If you choose to show your Report in Viewer as a Static Image, you can optionally Setup image size by clicking the corresponding button. 
    • If image size is not specified, it will default to 1200 x 800
    • NOTE: if you opt to display your Report as a Static Image, make sure you Collect Image before going to Viewer
  7. Enable and Publish

3. Verify display in Viewer

If your Report has been segmented by a Dimension with Multiple Values, you will be able to fetch and view data for Multiple Dimension Values.

PREREQUISITES:

  • Multiple Values Delimiter must be specified in the Qlik Sense connection profile beforehand.
  • For details, see Establish Connectivity to Qlik Sense (Step 6. Advanced Configuration)

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