Store Qlik Sense report in SharePoint or OneDrive
This article will show how to create, distribute and store a Qlik Sense (SaaS and Client-managed) report to SharePoint and OneDrive. For the demonstration purpose, we will create and store an Excel report file in SharePoint, but you can create a report in other formats (PDF, PowerPoint, Word, HTML, etc.)
Depending on your Qlik Sense configuration, you can use Qalyptus Server or Qalyptus Cloud. Qalyptus Server is a client-managed reporting solution for Qlik Sense Client-managed, and Qalyptus Cloud is a SaaS solution for Qlik Sense SaaS.
This article will use Qalyptus Cloud for Qlik Sense SaaS; the steps are approximately the same for Qalyptus Server. The main difference is in the connection Qalyptus Server to SharePoint/OneDrive.
1- Connect Qalyptus Cloud to SharePoint/OneDrive account
2- Create an Excel report in Qalyptus Cloud
3- Distribute the report to SharePoint/OneDrive storage space
4- Connect Qalyptus Server to SharePoint/OneDrive
1- Connect Qalyptus Cloud to SharePoint/OneDrive account
The first step is to create a connection in Qalyptus Cloud to your SharePoint/OneDrive account.
- Connect to Qalyptus Cloud
- Go to your Profile by clicking on your avatar
- Navigate to the Storage services section
- Click Add a service
- Enter a name for the service
- In Type, select SharePoint or OneDrive
- Click Save
You will be redirected to the Authorizations screen of Microsoft. You must authenticate and accept the permissions to upload files to your SharePoint/OneDrive account.
After accepting the permissions, you can use the storage service in a task to store reports in your SharePoint/OneDrive storage space.
2- Create an Excel report in Qalyptus Cloud
Let’s create an Excel report using Qlik Sense charts and tables. Qalyptus has advanced features that allow you to design customized reports in many formats (PDF, PowerPoint, Word, HTML, etc.). You can use Qlik Sense charts as images with the desired size or as tables and apply conditional formatting.
Creating a report in Qalyptus is easy because we use a familiar tool, Microsoft Office. This combines the power of Qalyptus with the flexibility of Excel, Word, and PowerPoint.
To create an Excel report, do the following:
- In Qalyptus Cloud, go to Reports
- Click Create report
- Give a name to the report
- In the Type section list, select Excel
- Choose a Project
- Click Save
The report will be created, and you will be redirected to the Overview page. Click Edit the template.
An Excel file will be downloaded, and the Qalyptus Cloud Office-Addin will open automatically at the right of the file.
To Desing the report, do the following:
- Go to the Apps tab.
- Select the Qlik Sense app you want to use.
- If you use the app for the first time, click on the menu to refresh the app metadata.
- Go to the Objects tab.
- Right-click on the object you want to use in the Excel file and choose if between using it as an image or a table.
- The objects will be visible in the Overview tab.
- Select an Excel cell, then, in the Overview tab, right-click on an object, then click insert.
- You can move or resize objects inserted as images and apply formatting to objects inserted as tables.
- Click Preview to see the result.
After a change is made in the Excel file, you can click on the Save button to the left of the Preview button and close the file. Qalyptus saves the file in your tenant.
Return to Qalyptus Cloud if you want to edit the report. By default, the report will generate one file. You can use the Iteration option to generate many files based on one or more dimensions.
In this documentation article, you can learn how to send the same report to different recipients with different data.
3- Distribute the report to SharePoint/OneDrive storage space
To distribute reports in Qalyptus Cloud, we use Tasks. A task allows you to choose the reports to distribute, the recipients, the storage places, and write an email message.
We will create a task to distribute the report created previously to SharePoint/OneDrive. The same task allows you to save the same report in many storage locations and send it to recipients via email.
- Go to the Tasks page.
- Click Create task
- Enter a name for the task
- Select a project
- Click Save
The task will be created, and you will be redirected to the Overview page. In the Reports tab, Click Add report, select the report created previously and the output format.
Below the output format list, click on the Storage services tab and select the storage service (SharePoint/OneDrive) created in the first step. Enter the path to the folder when you want to save the report file, and for Sharepoint, your need to enter the SharePoint site address. The address must be in the following format: https://<tenant>.sharepoint.com/sites/<site-name>/<library-name>
You can now click Run task to generate and distribute the report to your SharePoint space. The task’s status is visible on the Status page > On-demand requests.
You can add an email message and a recipient list if you want to distribute the report via email, and you can schedule its execution.
4- Connect Qalyptus Server to SharePoint/OneDrive
In Qalyptus Cloud, the SharePoint application that allows you to give permissions to Qalyptus to save reports in your SharePoint space is created and managed by Qalyptus. We securely saved the Sharepoint application settings.
Qalyptus Server is an on-premise software that you should install on your machine. As an installable program, storing the SharePoint application settings in Qalyptus Server is not secure because the Qalyptus Server program can be, even if it is very difficult, decompiled, and the settings can be found.
For this reason, each customer needs to create their own SharePoint/OneDrive application and save them in his Qalyptus Server instance.
Here is how to register a SharePoint app in Azure and storage service in Qalyptus Server
Create a destination using the storage service.
Then use the destination in a Task to distribute the report.