add export qlik extract of an existing report to a dashboard

MartinBx2019
Contributor

add export qlik extract of an existing report to a dashboard

hello. 

 

anybody to help how to 

create a Qlik extract for an existing report

and add this function to a dashboard?

 

thank you. 

1 ACCEPTED SOLUTION

Accepted Solutions
sean_culligan
Certified Master Anaplanner

Re: add export qlik extract of an existing report to a dashboard

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.

View solution in original post

3 REPLIES 3
sean_culligan
Certified Master Anaplanner

Re: add export qlik extract of an existing report to a dashboard

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.

View solution in original post

MartinBx2019
Contributor

Re: add export qlik extract of an existing report to a dashboard

thank you very much sean.

sean_culligan
Certified Master Anaplanner

Re: add export qlik extract of an existing report to a dashboard

You are welcome, Martin