add export qlik extract of an existing report to a dashboard

MartinBx2019
MartinBx2019
in Integrations and extensibility

hello. 

 

anybody to help how to 

create a Qlik extract for an existing report

and add this function to a dashboard?

 

thank you. 

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Best Answer

  • sean_culligan
    sean_culligan
    Answer ✓

    In the dashboard you have shown the button looks to be a process which has been published.

     

    If you want to create an export action you would go to your source module, create a view of data. Run an export action from the module and tick the option to save the export.

     

    https://help.anaplan.com/anapedia/Content/Import_and_Export/Export_from_Anaplan.html

     

    Once you have saved the export action, you go to the Actions menu, in there create a 'Process' and put your export action into this process. You can then publish the process to a dashboard.

     

    Alternatively if you just wish to update the existing process that is on the dashboard you could edit this process and swap in your new export action.

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