Sense Excel, the Add-In for Microsoft
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Quick Start Guide – Reporting Suite
Download Installer
Download the Installer Tool from here, enter your contact information and click the “Request free Download” button. After filling out the contact form and setting checkbox “I am also interested in the reporting tool, so please contact me” you will receive an email with the download link and further information. Save the Reporting Suite in any folder and execute the installer.
Follow the instructions on your screen.
Settings
| Qlik Server Url | https://your.qliksense.domain |
| Qlik Admin User Name | one of your users that have admin rights on Qlik Sense |
| Service User Name | usually the same user for qlik services |
We recommend installing our “on-Demand” and “Management Console” extensions to make AnalyticsGate more convenient to use.
You can install our sample Qlik apps with Excel report files.
Add Security Rules
Add this rule to allow the user to make QRS API calls needed to deliver the reports.
| Setting | Value |
| Name | AG_User |
| Resource filter | User* |
| Conditions | ((user.id=resource.id)) |
| Context | Both in hub and QMC |
These settings conern the HUB distribution. If you are a normal Qlik user, use this security rule to allow and distribute to the Reports section.
If you add this rule, no one can see the reports of other users. This rule allows all users to access the Shared Content section to create or delete their own reports.
| Setting | Value |
| Name | AG_Shared_Content |
| Resource filter | SharedContent* |
| Conditions | ((user.name=resource.owner)) |
| Context | Both in hub and QMC |
This rule allows AnalyticsGate to write and overwrite content in the Shared Content area on behalf of all users.
| Setting | Value |
| Name | AG_On_Demand |
| Resource filter | SharedContent* |
| Conditions | !user.IsAnonymous() |
| Context | Both in hub and QMC |
These settings are responsible for reading the license.
| Setting | Value |
| Name | AG_License |
| Resource filter | License_* |
| Conditions | !user.IsAnonymous() |
| Context | Both in hub and QMC |
Enable the user to see “SER” Tag in the QMC for example: “!user.IsAnonymous() and (resource.id=”ABC-1234-ABC-1234-ABC-1234-ABC-1234″ or resource.id=”ABC-1234-ABC-1234-ABC-1234-ABC-1234″)”
| Setting | Value |
| Name | AG_Tag |
| Resource filter | Tag_* |
| Conditions | ((!user.IsAnonymous() and resource.id=“add the ID from SER Tag“)) |
| Context | Both in hub and QMC |
If want to use automation of reporting please add this rules in Qlik Sense “AG_Scheduler” and “AG_SharedContent ”
| Setting | Value |
| Name | AG_Scheduler |
| Resource filter | App_* |
| Conditions | ((user.name=“ser_scheduler“ and user.userDirectory=“INTERNAL“)) |
| Context | Both in hub and QMC |
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