Technical Brief - Using the QlikView Report Editor

7/17/2019 Technical Brief - Using the QlikView Report Editor

1/19

USING THE QLIKVIEW REPORT

EDITOR

QlikView Technical Brief

September 2013

QlikView 11.2


2/19

Contents

INTRODUCTION 3

SET THE SCENE 4

FUCT!"S# F$%TU&$S %' T&!C(S US$' )

STEPS TO CREATE A REPORT 5

ADDITIONAL THINGS TO CONSIDER 18

*&!T!+ 1,C!% &$*"&T!+-%%+$& 1,

SUMMARY 19

REFERENCES 19

Usin the QlikView &eport $/itor 2


3/19

!ntro/ction!n this /ocment# the steps to create a report in QlikView will be

/iscsse/. "ccasionall# sers like to hae the abilit to print a report of

the isali4ations the see in a QlikView application. QlikView5s &eport

$/itor allows sers to print a nicel formatte/ report base/ on the

crrent selections.


SUPPORTING MATERIALS

6 Dem!

The%sset -anaement/emo locate/ on

/emo.7likiew.com.
http://us.demo.qlikview.com/detail.aspx?appName=Asset%20Management.qvwhttp://var/www/mjayucar/Downloads/demo.qlikview.comhttp://var/www/mjayucar/Downloads/demo.qlikview.comhttp://us.demo.qlikview.com/detail.aspx?appName=Asset%20Management.qvwhttp://var/www/mjayucar/Downloads/demo.qlikview.com


4/19

Set the Scene

!n the %sset -anaement /emo aailable on /emo.7likiew.com# there are 2 /ocment reportsthat the ser can print8 !nestment *rofile an/ %sset Un/er -anaement 'ashboar/. The

!nestment *rofile report is aailable to the ser when onl one fn/ is selecte/9possible while

the %sset Un/er -anaement 'ashboar/ report is alwas aailable to the ser to print. This

/ocment will reiew some helpfl tips on how to create these reports an/ make them aailable

to the ser.

FUNCTIONS" FEATURES AND TRICKS USED

The followin tricks an/ topics will be reiewe/ in this /ocment8

'ocment erss ser report

Sinle pae erss mlti pae

Ban/in

Use of btton to print report

Usin the QlikView &eport $/itor )


5/19

Steps to Create a &eport

"ften time the /eeloper creates the report after the application is complete. The report is ma/ep of QlikView isali4ations an/ /ata in a report format that the ser can print an/ take with

them. :ere are the steps taken to create the !nestment *rofile report that can be fon/ in the

%sset -anaement /emo when a sinle fn/ is selecte/8

1. "pen the &eport $/itor bt clickin on &eports ; $/it &eports


6/19

therefore aailable to all sers whereas a User &eport is store/ separatel on the

ser5s compter.

3. !n the %// &eport win/ow# enter the name of the report an/ click "(.

). The a//e/ report will then appear in the &eport $/itor. To bein e/itin the

report# click the $/it btton at the bottom riht.

Usin the QlikView &eport $/itor ?


7/19

>. ow o are rea/ to a// ob@ects to the report.

Aet5s start b a//in a coer pae for the report. Sometimes there ma be the

nee/ to a// ob@ects to the report that /o not alrea/ e=ist in the ser interface of

the QlikView application. For e=ample# on the coer sheet# ! wol/ like to a// an

imae an/ some te=t that is not in the application. This can be han/le/ one of

two was. The first is to se the pls sin at the bottom riht of the pae to a//

an imae# te=t ob@ect or crrent selection bo=.

The secon/ wa to han/le this is to a// a new sheet in the QlikView application

name/ &eport "b@ects. This sheet will store an ob@ects that ma be nee/e/ for

the report that /o not alrea/ e=ist in the ser interface. These ob@ects can then

be a//e/ to the report b /rain them from the ser interface of the QlikView

application to the report pae. For e=ample# if the coer pae is to look like this8

Usin the QlikView &eport $/itor


8/19

Then the &eport "b@ect sheet ma look like the imae below after ! a// the

ob@ects ! want in the format ! want.

ote that the fn/ %merican Fn/s ew orl/ % is alrea/ selecte/ in the

application.

%// the imaes as well as te=t that shol/ appear on the coer pae of the

report b /rain them to the report. "b@ects can be /rae/ in/ii/all or as

a rop. The &eport "b@ect sheet is where the ob@ects are formatte/ as the

shol/ appear in the report. Formattin can be /one in the &eport $/itor bt !

fin/ it easier to format the sheet ob@ect. Sometimes# o ma want to se aisali4ation in the application with some mo/ifications sch as remoin a

colmn from a straiht table or chanin the font si4e of a te=t ob@ect. hen o

nee/ to /o this# cop the ob@ect to the &eport "b@ect sheet an/ make the

mo/ifications there. This wa the isali4ation in the ser interface is not

chane/ an/ the report can hae the look an/ feel o want.

Usin the QlikView &eport $/itor ,


9/19

?. The !nestment *rofile report will be aailable to the ser when onl one fn/

name has been selecte/ or is possible. !n or/er to ensre this# select &eports

from the men an/ then click on &eport Settins. The ser can now print the !nestment *rofile report b clickin the *rint report

btton on the !nestor *rofile sheet.

The %sset -anaement /emo now has two reports that are aailable to the ser to print.



18/19

%//itional Thins to Consi/er

hile QlikView &eport $/itor proi/es the abilit to print reports from QlikView# sometimes sersre7ire a more robst reportin option that proi/es fnctionalit that otMofMtheMbo= QlikView

/oes not offer. Vi4bi an/ Compter !ntellience %ssociates are two QlikView partners that

proi/e report eneration# /istribtion an/ sche/lin in arios formats sch as *'F# :T-A#

or/# $=cel an/ *ower*oint.

NPRINTING

B Vi4bi

Qote from Qlik-arket8

NPrinting is the most advanced report generation, distribution and scheduling

application for QlikView on the market. It lets you create and modify reports uickly,

generate and filter them based on updated data and distribute them to whom and when

you need. !et the right information to the right people at the right time."

Aearn more abot *rintin on Qlik-arket M http899market.7likiew.com9nprintin.html.

CIA REPORTING MANAGER

B Compter !ntellience %ssociates# !nc

Qote from Qlik-arket8

#eport $anager is an add%on product to QlikView that provides high fidelity reporting.

#eports can be generated by users on demand or automatically. #eport $anager

provides pi&el level control over format and distribution of professional looking reports in

P'(, )&cel, Powerpoint, *ord, and +$- formats. sing a simple *eb portal both

QlikView /dministrators and power users can manage 0112s of #eports each with their

own distribution and schedule. 'rop in buttons into your e&isting QlikView 'ashboards to

allow users to generator professional looking reports on%demand based on their Qlikview

current selections."

Aearn more abot C!% &eport -anaer b Compter !ntellience %ssociates# !nc. on Qlik-arket

Mhttp899market.7likiew.com9ciaMreportMmanaer.html .

Usin the QlikView &eport $/itor 1,
http://vizubi.com/http://market.qlikview.com/nprinting.htmlhttp://www.ciapartners.com/http://market.qlikview.com/cia-report-manager.htmlhttp://market.qlikview.com/cia-report-manager.htmlhttp://vizubi.com/http://market.qlikview.com/nprinting.htmlhttp://www.ciapartners.com/http://market.qlikview.com/cia-report-manager.html


19/19

Smmar

!n this technical brief# the steps to create a report sin QlikView5s &eport $/itor were otline/.Visali4ations from the ser interface can be se/ to create a printable formatte/ report that the

ser can take with them. *lease keep in min/ that the /ata in a printe/ report is static an/ ma

ar from the /ata in the application if the application is reloa/e/.

&eferences

Below are spportin materials that ma be helpfl8

DemN%sset -anaement

www.7likiiew.com

Usin the QlikView &eport $/itor 1I

O 2012 QlikTech !nternational %B. %ll rihts resere/. QlikTech# QlikView# Qlik# Q# Simplifin %nalsis for $erone# *ower of Simplicit# ew &les# The Uncontrollable Smile an/ other QlikTechpro/cts an/ serices as well as their respectie loos are tra/emarks or reistere/ tra/emarks of QlikTech !nternational %B. %ll other compan names# pro/cts an/ serices se/ herein are tra/emarksor reistere/ tra/emarks of their respectie owners. The information pblishe/ herein is sb@ect to chane withot notice. This pblication is for informational prposes onl# withot representation orwarrant of an kin/# an/ QlikTech shall not be liable for errors or omissions with respect to this pblication. The onl warranties for QlikTech pro/cts an/ serices are those that are set forth in thee=press warrant statements accompanin sch pro/cts an/ serices# if an. othin herein shol/ be constre/ as constittin an a//itional warrant.
http://us.demo.qlikview.com/detail.aspx?appName=Asset%20Management.qvwhttp://var/www/mjayucar/Downloads/www.qlikviiew.comhttp://us.demo.qlikview.com/detail.aspx?appName=Asset%20Management.qvwhttp://var/www/mjayucar/Downloads/www.qlikviiew.com

Documents

Technical Brief - Using the QlikView Report Editor