I am trying to make the automation in the Qlik sense app for which the App >> Sheet report should be sent to the email. The requirement for the report is an Excel sheet. Currently, I am able to send sheet reports in PDF format. Screenshot attached. But I looked into, if it's possible to export this in excel format but seems like there is no option for it.
Any help and insights would be helpful.
Thank you
We are using Qlik Nprinting for all automatic reports. It's however an addition to Qlik Sense, which means separate license, but it also gives plenty of options to automate the distribution of Qlik Sense reports.
Have a look here: https://www.qlik.com/us/products/nprinting
What this addon does in a nutshell is you create a link to the specific app from Qlik Sense. Then you can create multiple reports out of the app from each object in the app's reports. The reports can be in excel, html, QlikEntity, Word, PowerPoint and PixelPerfect type. Each report is then scheduled to execute in the desired frequency - can be daily, weekly, monthly, etc. And finally, it can be sent as an email attachment or saved in a desired folder.
You can create a worksheet using the Microsoft Excel connector (Creates Workbook Session) and read the table data from Qlik Sense App using the "Get Straight Table Data block" and insert the data into the worksheet (Add Row To Table)
Qlik Sense Automation Generate Excel Flow
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I was wondering if it is possible to print/down large PDF large report from a dashboard that requires many pages with a company logo. I tried view and it is only what is on my screen and the specific sheets from this dashboard does not include the logo which I need.
Not big text tables like that :( Essentially Tableau is a dashboarding tool and what you have created is a massive spreadsheet - that you now want to turn into a PDF? (yikes!!)
I'd revisit your requirements. Is it easier to pull the data directly from the database as a CSV? and then do some formatting? A PDF will be a nightmare for any user.
Tableau has (in my own opinion) limited features about exporting data in different formats, and it is because it is not a reporting tool (like SAP BusinessObjects for example).
The best way to add a company logo is to add an "Image" block inside your dashboard with the logo. The following image shows how to add in Tableau Online, I can't understand if you're using Tableau Online or Tableau Server, you mention Tableau Web that does not exist :-) .
Now I think that your problem is if you want to repeat the logo on every single page that you export, is this your case?
I have tableau server 2018.2 version but How to Export Multiple Cross Tables from Tableau Server into Excel
As per my understaning, it is still not possible to download multiple sheets from a published workbook. The user has to download one at a time.
There is even an idea created to promote this feature: Tableau Community Forums > Ideas > Ability To Export Whole Workbook To Excel Similar To The PDF Function
One workaround is to create a new sheet with all the data you need, in the format and order you need. There is an example here: Exporting CSV Made Simple
One of our customer's uses Netsuite ERP. We would like to be able accept pick tickets(orders) from them in a format that would allow us to import the pick tickets into our custom built ERP system. Naturally, I asked them if they could export the pick tickets as CSV to us.
They are attempting to build a custom report with all the fields we need and export it into csv. Aside from them having issues exporting the report only to HTML... Im curious as to why they cant just export the pick ticket they have been sending us, which is in pdf format.
On top of that. Ive noticed via SuitesScript you could modify the on click event to generate a csv of the data. So when they click generate print ticket, why could it not easily generate a csv at that time?
Basically, due to me not havign hands on to their NetSuite system - or any insight to the inner working of NetSuite, im looking to the community to explain to me, what they are doing wrong - or what the best solution is to attain the goal of: exporting a pick ticket(im assuming this is based from the sales order in netsuite...) in a friendly format, allowing me to automate the order entry into my company's system.
I am sure Netsuite provides CSV option for exporting Reports. Please refer to this doc.
To export a report:
On the Reports page, click the name of the report you want to see.
In the footer of the report, select Export-CSV, Export-Microsoft® Word, Export-Microsoft® Excel, or Export-PDF.
One possible problem may be the Role Permissions. Please refer to this.
If your search results pages do not include an Export button, your account administrator may not have assigned you the Full level for the Perform Search permission. This level is required for exporting search results. The Export Lists permission also is required. See Permissions for Searches.
you should be able to export pdf. Please refer to https://github.com/eliseobeltran/NSProject/blob/314c5a03c4251cd06d451527103b7b85bb63f130/GOP/Innov.GOP.GeneratePDF.js
Once you create the saved search, NetSuite has the option to export the saved search as the CSV, MS EXCEL, or PDF. But it's a manual approach. You can do it automatically by writing a JavaScript script in the Suite Script.
my problem is that i have to mail crystal reports through outlook to different vendors. I've got the solution how to mail through outlook but the problem that i am facing now is that i have to attach the report and the report should be such that it shows details of a particular row from the database. i tried using .rpt file and attached it but since .rpt is a saved data the same data goes to all the vendors and not a different quotation.
The "rpt" file itself is just the definition of the report. It doesn't contain data. You'll have to run the report and export it in some file format, e.g. as PDF. You could attach that PDF file to your email.
Like splattne said...You would use a report parameter for the vendor. Set the parameter value before calling ReportDocument.ExportToDisk().
There are different options to do what you want. The most popular one is bursting. You will create a report wich returns information for all vendors and group data by vendor. Then use a software to parse and save this report to separate files per vendor, which will be emailed to the vendors' email address ( part of the report too).
If you have BOE you can use bursting publication, otherwise you can check this website for 3rd party solutions , which support bursting: http://kenhamady.com/cru/comparisons/desktop-scheduling-engines
Most of the solutions are paid, but there are generally affordable. There are some free options like this one:
http://www.r-tag.com/Pages/CommunityEdition.aspx
I'm in an environment where I have created reports in CrystalReports 10 and only want my users to view the report from an external application. The application is already set up to open the report with crystal, but I don't want my users to be able create or change the report. I can't seem to find a command line option to do this. Is there a runtime only version of Crystal?
embed crviewer and craxdrt components in your app (delivered with CR developer's edition, free to distribute) so that you'll be able to view reports without modifying them. Basic manipulations (zoom, search, export to pdf, display/hide details or groups) can still be done.
If you must launch this viewer from a command line, I'd advise you to embed it in an office document/file and manage it through VBA. You could for example launch the runtime version of Access (free to distribute) that will contain one generic form for Crystal Reports display.
There are Crystal Reports viewer components which you can use in your projects. They are coming with the Crystal Reports Developer editions and you can use them in almost every programming language. There you can define the report as view only if you want.
Go to SAP.com and search for "Crystal Reports Viewer". It may or may not do what you want.
Also take a look at "Crystal Reports Server". CRS XI is a nice reporting portal with many useful server-side features. Schedule reports to run and auto-publish. Generate PDF or Excel output. Limit access to reports (or groups of reports) by specific users, etc. But for your application you can use HTTP access within your application to the published results. This is a good solution for example when you have a large number of users viewing the same reports.
What about marking the file as read-only? If the viewer opiton isn't open to you.