Qlik Automation: Streamlining Excel Reports via Email
Posted on 29th Oct, 2024 | By Admin
In many organizations, timely data distribution is crucial for decision-making. However, relying on manual processes to extract, format, and distribute reports can be inefficient, error-prone, and inconsistent. Qlik automation helps overcome these challenges by significantly enhancing accuracy, saving time, and getting timely updates without delay.
The Need for Automation
One such scenario involved a business application that required two key datasets to be shared with users daily in Excel format. Manual processing was time-consuming and error-prone. They needed automation while ensuring reports were not sent on Thursdays and Mondays to avoid redundancy or unnecessary reports on those days.
The organization required an automation solution to:
- Extract data accurately from Qlik Sense.
- Format the data into structured Excel files.
- Distribute reports on a predefined schedule while skipping specific days.
Qlik Automation for Streamlined Reporting
To address this, a Qlik Automation solution was implemented to extract data from a Qlik Sense application, format it into structured Excel files, and distribute them via email. This ensures stakeholders receive up-to-date information without any manual intervention. A Qlik Application Automation workflow solution features:
- Runs daily but skips email dispatch on Thursdays and Mondays.
- Extracts data from two tables within a Qlik Sense Application.
- Processes and formats the data into structured Excel files.
- Compiles and attaches both Excel sheets into a single email.
- Sends email to a predefined recipient list without manual intervention.
How the Automation Works
The implemented Qlik Automation workflow follows a structured process to ensure smooth execution:
Smart Scheduling – The automation checks the current day and exits if it falls on a restricted day (Thursday or Monday).
Data Extraction – Using Qlik’s “Get Straight Table Data” block, structured data is fetched from the application.
Excel Formatting – Extracted data is stored in variables and then formatted into Excel using an organized structure with headers and rows.
File Creation – The data is converted into a binary Excel file for compatibility and easy access.
Email Distribution – The formatted Excel files are sent to recipients, ensuring the timely delivery of critical data.
How Qlik Automation Improved Data Distribution?
Efficiency Gains: Eliminates the need for manual data extraction and formatting.
Accuracy & Consistency: Reduces the risk of errors caused by manual handling.
Improved Decision-Making: Ensures stakeholders receive structured reports on time.
Scalability: This automation can be adapted for other reporting needs, following a similar approach.
Automating report distribution with Qlik Automation has transformed the way data is shared within the organization. This solution has not only improved operational efficiency but also enhanced the accuracy and reliability of business reports.
For organizations looking to streamline their reporting processes, Qlik Automation offers a scalable and intelligent approach to ensure the right data reaches the right people – at the right time.
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