Difference between revisions of "QlikView PDF Reports"

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=QlikView PDF Report=
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=Summary=
  
 
The '''report''' option executes a PDF report that has been created in QlikView.  This is equivalent to printing a report using QlikView.
 
The '''report''' option executes a PDF report that has been created in QlikView.  This is equivalent to printing a report using QlikView.
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=====Where is the file created?=====
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'''Where is the file created?'''
  
There are several ways to specify a path for the export file.  The following possibilities are checked until a path can be determined:  
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There are several ways to specify a path for the PDF file.  The following possibilities are checked until a path can be determined:  
 
:* If the '''OutputFileName''' includes a path, the file is created in that location.
 
:* If the '''OutputFileName''' includes a path, the file is created in that location.
 
:* Use the FileCreatePath, is one is specified, on the same row as the report definition.
 
:* Use the FileCreatePath, is one is specified, on the same row as the report definition.

Latest revision as of 22:48, 4 December 2015

Summary

The report option executes a PDF report that has been created in QlikView. This is equivalent to printing a report using QlikView.

  • A single selection is allowed unless the report is configured to use a bookmark.
  • File level banding is supported
  • Banding may also be specified as part of the report definition.

Setting Up a QlikView PDF Report in DocumentDistribution

Add an entry to the DocumentDistribution file with the following fields:

DocumentName Name of the Vital Signs Application (qvw file).
ExportType Report
Definition QlikView Report ID or Report Name.
OutputFileName Name of the PDF file to be created.
FileExistsAction Purge
Selection Optional: Name of the selection.
Banding Optional: Name of the Banding Field.
PrinterName Optional: Name of printer if report is to be physically printed.
EmailList Optional: List of email recipients, separated by a semi-colon.
FileCreatePath Default path to create the file, if no path specified in the filename.
EmailLinkPath The path to include in an email instead of attaching the actual file.

Where is the file created?

There are several ways to specify a path for the PDF file. The following possibilities are checked until a path can be determined:

  • If the OutputFileName includes a path, the file is created in that location.
  • Use the FileCreatePath, is one is specified, on the same row as the report definition.
  • Use the FileCreatePath, if one is specified, on the PDFConfig page.
  • If no path is specified, use the same directory as the Vital Signs application file (usually vitalsigns/CUNAME)

Creating a QlikView PDF Report

The following steps demonstrate how to create a Loan Totals PDF report out of the Membership_Analysis_by_ACCOUNT document

Log into the Windows server as the Vital Signs admin user

Find the vitalsigns/CUNAME directory and open Membership_Analysis_by_ACCOUNT

Select the Loan Charts tab

Click the Loan Totals button on the left hand blue panel

DocDistribution-PDF-Report-Example-Analysis by ACCOUNT-Loan-Totals.PNG


Click the circular orange arrow to drop down a list of possible dimensions, choose Loan Branch

DocDistribution-PDF-Report-Example-Bookmark-Creation-Loan-Totals-Cyclic-Group-Loan-Branch.PNG


Click Bookmarks->Add Bookmark...

DocDistribution-PDF-Report-Example-Add-Bookmark.PNG


Enter the name Loan Totals and click OK

DocDistribution-PDF-Report-Example-Add-Bookmark-DocDistribution-PDF-Report-Example-Loan-Totals.PNG


Click Reports->Edit Reports in the File Menu

DocDistribution-PDF-Report-Example-Edit-Reports.PNG


Click Add... Enter the name of the Report Loan Totals and Click OK

DocDistribution-PDF-Report-Example-Edit-Reports-add-new.PNG


Select Loan Totals so it is blue highlighted and Click Edit >> in the lower right

DocDistribution-PDF-Report-Example-Edit-Reports-Created.PNG


Click Page->Page Settings... On the General tab select Landscape

DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Page-Settings-Page-Orientation.PNG


Move the Report editor Window to the side so the Loan Totals chart behind it is visible

Left click the title bar of the Loan Totals chart and drag it onto the page inside the Report Editor window

DocDistribution-PDF-Report-Example-Dragndrop.PNG


Click Reports->Report Settings...

DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings.PNG


Select the Settings tab

Enter the Name of the Report Loan Totals

DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings-Modified-Settings.PNG


Select the Header/Footer tab

Modify the left, center and right sections

DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings-Modified-Header-Footer.PNG


Select the Selections tab

Select Bookmark and choose the Bookmark created earlier named Loan Totals and click OK

DocDistribution-PDF-Report-Example-Edit-Reports-Report-Editor-Reports-Settings-Modified-Selections.PNG


Hit OK to save the changed to the report

Click the Mbr Select tab

Click Clear

Save the Membership_Analysis_by_ACCOUNT document and exit QlikView

Open vitalsigns/YOURCU/data/config/DocumentDistribution.xls

Select the Daily tab

In DocumentName enter Membership_analysis_by_ACCOUNT

In ExportType enter Report

In Definition enter Loan Totals

In OutputFileName enter Reports\Loan Totals by Branch.pdf

In FileExistsAction enter Purge

DocDistribution-PDF-Report-Example-DocumentDistribution-Daily-tab.PNG


Login to HPUX as the bolive user

Change directory to /var/summit/spectrum/LIVE

Enter the following with the latest Date available in the Document in place of CCYYMMDD

/VSJOBS/JVSRELOAD Membership_Analysis_by_ACCOUNT CCYYMMDD PRINT=DAILY


After this finishes, you should have a Loan Totals by Branch.pdf located in vitalsigns\YOURCU\Reports\

The Loan Totals by Branch.pdf should look like this

DocDistribution-PDF-Report-Example-Analysis by ACCOUNT-Loan-Totals-PDF-Report.PNG