What is Qlik Sense?

Qlik Sense is a third-generation analytics platform designed to help users explore and analyze their data. It is a versatile tool that can be utilized in various environments, such as enterprise settings, cloud infrastructures, on personal devices, or even embedded within applications. As a multi-cloud analytics platform, Qlik Sense offers the flexibility to be deployed on-premises or in the cloud, catering to the diverse needs of modern businesses.

At its core, Qlik Sense is based on open and standard web technologies, which allows for the creation of custom analytics applications tailored to specific organizational requirements. It incorporates the Qlik associative engine, which is pivotal in enabling users to uncover insights by linking and associating data from multiple sources. This facilitates a comprehensive understanding of data without the limitations of linear exploration.

Moreover, Qlik Sense is recognized for its interactive and aesthetically pleasing visualizations that respond rapidly to user selections. This capability enhances the experience of data storytelling and supports the creation and sharing of insights across teams and stakeholders. Whether accessed on mobile devices, embedded in other applications, or used for enterprise governance, Qlik Sense stands out for its scalability and robust feature set, driven by the powerful QIX engine.

Qlik Sense Plugins for Excel

Creating Report Templates

The Qlik Excel add-in is a tool specifically used for creating report templates within the Qlik Sense environment. These report templates are essential for controlling the output of tabular reports from the Qlik Sense app, allowing for a structured and consistent presentation of data.

Merging and Embedding Data

Integration capabilities of Qlik Sense with Excel enable users to merge Excel data with Qlik Sense data seamlessly. Additionally, it is possible to embed QlikView objects in MS-Office documents, enhancing the interactivity and functionality of Excel reports. To facilitate this, the QlikView Plugin for Internet Explorer must be installed.

Automation and Distribution of Reports

Qlik Sense plugins offer a significant benefit in automating workflows, particularly in creating, formatting, and distributing Excel reports. These plugins can also leverage connectors for Office 365, such as Microsoft SharePoint and Microsoft Excel, to enhance collaboration and accessibility of reports.

Utilizing Cloud Services

Furthermore, Qlik Sense plugins provide the capability to distribute Excel reports from Qlik Cloud to different users, ensuring that reports are accessible and up-to-date across the organization. This distribution can be automated, simplifying the process of keeping stakeholders informed with the latest data insights.

Common Use Cases

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  Creating and uploading report templates to Qlik Cloud app for report generation
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  Preparing tabular report templates in Excel to control output from Qlik Sense apps
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  Organizing report data in Excel workbooks by including columns and charts from the source Qlik Sense app
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  Converting report templates into generated tabular report output with data reduction based on report filters
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  Deploying the plugin for individual Qlik Cloud tenants to manage reports across different environments

Frequently Asked Questions

How do I generate report templates in Excel using the Qlik Sense plugin?

To generate report templates, you must have 'Can view' permissions in a shared space. Once the Microsoft administrator has installed the add-in for your organization and you've configured OAuth, you can activate the add-in in Excel. Then, log in to connect to the Qlik Cloud tenant and use the add-in to create your report template using data from a single Qlik Sense app.

Can I preview my reports within Excel when using the Qlik Sense plugin?

Yes, the add-in allows you to preview your report before setting up report tasks. This helps ensure your report template is accurate and meets your requirements.

How do I ensure my report template is using the most current data from Qlik Sense?

You can synchronize the add-in with the Qlik Cloud tenant to update the connection metadata. This ensures that your report template reflects the most current data from the Qlik Sense app.

Can I share my Excel report templates with others?

Yes, Excel report template files can be shared, but to edit and preview the templates, users will require the Qlik add-in and appropriate permissions.

What are some best practices for creating report templates with the Qlik Sense plugin for Excel?

It is recommended to use best practices for naming objects in Qlik Sense apps for clarity and consistency. Ensure that the Excel workbook created with the plugin is organized effectively for reporting purposes and that you define which data from the Qlik Sense app should be included in the reports.