P&L Smart Pivot, a Qlik Sense Extension for Financial reporting

This extension is useful to create reports where the look&feel is rellevantand and pivot a second dimension is needed. Based on P&L Smart.

It's specifically focused on financial reports, trying to solve some common needs of this area:

• smart export to excel
• easy creation of reports
• custom corporate reporting (bold, italic, background color, letter size, headers,...)
• selections inside the reports
• custom external templates
• analytical reports

Manual

You'll find a manual [Qlik Sense P&LSmart Pivot Extension Manual.pdf](resources/Qlik Sense P&LSmart Pivot Extension Manual.pdf) and one app example P&LSmartPivot_demo.qvf.

If the import does not work at first time

• remove Accounts.csv, Accounts2.csv and Excel.png, zip it again and import.
• Then reintroduce Accounts.csv, Accounts2.csv and Excel.png, zip it again and import.

Installation

1. Download the extension zip, qlik-smart-pivot_<version>.zip, from the latest release(https://github.com/qlik-oss/PLSmartPivot/releases/latest)

2. Install the extension:

   a. Qlik Sense Desktop: unzip to a directory under [My Documents]/Qlik/Sense/Extensions.

   b. Qlik Sense Server: import the zip file in the QMC.

Developing the extension

If you want to do code changes to the extension follow these simple steps to get going.

1. Get Qlik Sense Desktop

2. Create a new app and add the extension to a sheet.

3. Clone the repository

4. Run npm install

5. Set the environment variable BUILD_PATH to your extensions directory. It will be something like C:/Users/<user>/Documents/Qlik/Sense/Extensions/<extension_name>.

6. You now have two options. Either run the watch task or the build task. They are explained below. Both of them default to development mode but can be run in production by setting NODE_ENV=production before running the npm task.

   a. Watch: npm run watch. This will start a watcher which will rebuild the extension and output all needed files to the buildFolder for each code change you make. See your changes directly in your Qlik Sense app.

   b. Build: npm run build. If you want to build the extension package. The output zip-file can be found in the buildFolder.

Original authors

github.com/iviasensio

License

Released under the MIT License.