DocumentDistribution.xls
Revision as of 17:55, 4 September 2012 by >Jeremyb (→Selection Options)
Contents
Overview
The Document Distribution spreadsheet is used to create specific tasks to generate custom reports and schedule their distribution.
The spreadsheet contains the following sheets: Select, Daily, Weekly, Monthly, Pdfconfig and Emailconfig.
Select Sheet
Name
The Unique name of the selection grouping
Step
Sequence number (1 to N), the execution order of each step
Type
The type of action for the step of the selection
TypeName
Name of the Action, Bookmark, Field or Dimension
TypeValue
Corresponding value for the action.
Daily, Weekly, Monthly Sheets
DocumentName
The name of the QlikView (qvw) file Note: the extension .qvw is not required Note: a quick way to temporarily disable the printing of a document is to precede the name with a #
ExportType
Options: Excel or Report
ReportName
The QlikView object ID or report name Note: for excel exports, it must be the object ID
OutputFilename
The name of the Excel or PDF file being created Available tags for dynamic file names: <band> - The current banding value <date> - The current date $(varname) - The value of any qlikview variable
FileExistsAction
Purge is the only action currently supported
Selection
The name of a selection to execute prior to export. Selections are listed in the Select tab
Banding
The field that the export should use for every distinct value, example: MBR_BRANCH_NAME
Definition
Reserved for future enhancements, contact Vital Soft support for information
PrinterName
The name of a printer to physically print the report Note: this field is usually blank
EmailList
A list of email addresses (separated by a semi-colon) to receive a copy of the created file(s)
Selection Options
Type | TypeName | TypeValue | Description |
---|---|---|---|
Action | Clear | N/A | Clears all selections |
ClearAll | N/A | Same as Clear | |
LockAll | N/A | Locks all currently selected fields | |
UnlockAll | N/A | Unlocks all currently selected fields | |
ClearField | FIELDNAME | Clears the specified field | |
ClearOther | FIELDNAME | Clears all fields except the specified field | |
Lock | FIELDNAME | Locks the specified field | |
Unlock | FIELDNAME | Unlocks the specified field | |
SelectPossible | FIELDNAME | Selects all possible values for the specified field | |
SelectExcluded | FIELDNAME | Selects all of the excluded values for the specified field | |
Execute | ButtonID | Executes a click for the button ID | |
Field | FIELDNAME | value | Perform a selection on the specified field using the value
Note: may contain any value that you enter in a selection box search window is valid and may contain $(varname) |
SetDim | GROUPNAME | value | Selects the specified value in the GROUP to set a dimension |
Bookmark | BM_NAME | N/A | Execute the specified bookmark by name |
BM_ID | N/A | Execute the specified bookmark using the bookmark ID |