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 set the 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 user that have admin rights on Qlik Sense |
| Service User Name | mostly the same user for qlik services |
We Recommend the installation of our extension “on-Demand” and “Management Console” to make it easier.
You can install our example qlik apps with excel reporting files.
Add Security Rules
Add this rule so the user get himself in QRS API calls`s.
| Setting | Value |
| Name | AG_User |
| Ressource filter | User* |
| Conditions | ((user.id=resource.id)) |
| Context | Both in hub and QMC |
These settings are for the HUB distribution. If you are a normal Qlik user then use this security rule to allowed and distribute to HUB. Add this rule nobody can see other reports from each other. This rule allows all users to access and delete content in the Shared Content space (Reports section of Hub) that belongs to them. Add this rule nobody can see other reports from each other
| Setting | Value |
| Name | AG_Shared_Content |
| Ressource filter | SharedContent* |
| Conditions | ((user.name=resource.owner)) |
| Context | Both in hub and QMC |
This rule allows the SER engine to write and overwrite content to the Shared Content space (Reports section of Hub) on behalf of all users.
| Setting | Value |
| Name | AG_On_Demand |
| Ressource filter | SharedContent* |
| Conditions | !user.IsAnonymous() |
| Context | Both in hub and QMC |
These settings are responsible for reading the license.
| Setting | Value |
| Name | AG_License |
| Ressource 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 |
| Ressource 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 |
| Ressource filter | App_* |
| Conditions | ((user.name=“ser_scheduler“ and user.userDirectory=“INTERNAL“)) |
| Context | Both in hub and QMC |
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