Create External Report from QlikView

This article shows a sample of QlikView dashboard and describes how to:

External Reports using the QlikView data source are developed in their editors. Filters allow to include a slice of data desired and exclude irrelevant values.

Prerequisites:

  1. Established connectivity to QlikView
  2. Identified QlikView filters

1. Sample of QlikView Dashboard

Most of the data displayed with QlikView objects can be filtered by offered criteria.

In the example below, all available filters are located to the right of the graph. The view is adjusted by means of inclusion to or exclusion from filters of the following values:

  • Country
  • Channel
  • Product Category
  • Date

2. Creating External Report

To create External Report:

  1. Go to [+New]
  2. Access [External Report]
  3. Select QlikView to continue
  1. Name External Report
  2. Select a dimension to produce a dimensioned External Report
  3. Set "Category"
  4. Set a trigger to determine when and how t collect data
  5. Select a QlikView plugin connection profile
  6. Select a QlikView object
  7. [Next: Define Details] to proceed

The [Dimension by] field is set to "Not Dimensioned" by default.

3. Managing Filters

To learn how to find a filter name and alias in QlikView, see Additional Settings section.

3.1. Adding Filters

  • When filters are added to External Report for the first time, they are automatically applied to all new elements associated with the used data source / sheet.
  • External filters are tied to the QlikView sheets, not the Metric Insights' elements. This allows filters to be reused for multiple elements (there is no need to create new filters every time an element is created in Metric Insights).

In Configuration tab:

  1. Access [Manage Filters]
  2. [+Filter] to add filters

In the Add QlikView Filter editor:

  1. Determine the filter name
  2. Determine the filter alias
  3. Set the filter for Single Value or Multi-Value
  4. Choose to either enter data manually or map to dimension values
  5. [Save]
3.1.1. Entering Data Manually
  1. Select "Enter Manually"
  2. [+Add Value]
  3. Determine the value name, which must exactly match the name in the plugin dashboard
  4. [Save]
  5. [Done]
  1. Go to [Pencil] to access the filter editor
  2. Check "Display in the External Report Viewer" to the filter in Viewer
  3. Select "yes" for "Filter Defaults" to set the filters as default
  4. Select "Default Value"
  5. [Save]
3.1.2. Mapping to Dimension Values

To create Dimension with values fetched from QlikView, see this article.

  1. Determine the filter name
  2. Determine the filter alias
  3. Set filter for Single Value or Multi-Value
  4. Map to Dimension Values
  5. Select Dimension from the drop-down list
  6. [Save]
3.2. Single Value and Multi-Value Settings

Single Value and Multi-Value allow users to filter by a single value or filter by multiple values respectively. Example of filters is shown below.

In example 1, the filter is single-valued.

In example 2, the filter is multi-valued.

Single value and multi-value can be also set to filters with manually entered filter values.

In the examples above:

Example 1 (multi-valued filter) allows:

  1. Selecting only one value from the drop-down list, and
  2. Determining that a user must select a filter value

Example 2 (single-valued filter) allows:

  1. Selecting multiple values from the drop-down list, or
  2. Passing all values at once

In View, the collected image is:

  • Multi-value filtered by Channel, and
  • Single-value filtered for Country and Product Category

To learn how to collect images for External Reports, see this section.

3.3. Deleting Filters

To delete filters:

  1. Select [Manage Filters]
  2. Click the trash bin icon of the filter to delete it
  3. [OK] to confirm the intention
  4. [Done]

4. Collecting Image

Prerequisites:

  1. External Report created as defined above
  2. Filters set as desired (optionally)

In [Configuration] tab:

  1. Access [Collect Image] to collect the image
  2. [Setup Image] to set up the image size and scale it as required

5. Additional Settings

  • This section describes how to retrieve a filter name and an alias (ID) from the QlikView dashboard.
  • A filter alias (ID) contains letters and digits as shown below.
  1. In the Configuration tab, go to [View] to access the QlikView dashboard
  2. In the QlikView dashboard:
    1. Choose which filter to use, and
    2. Right-click on the filter name to access its Properties
  3. Select Properties

In Priorities, find:

  1. Filter alias (ID): [LB01]
  2. Filter name: country (case sensitive)