add export qlik extract of an existing report to a dashboard

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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. 

3 REPLIES 3
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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.

Highlighted
Contributor

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

thank you very much sean.

Highlighted
Certified Master Anaplanner

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

You are welcome, Martin