trueChart Help

TRUECHART and Mail & Deploy

Introduction

The below guide will show you how to create a Mail & Deploy report that will include TRUECHART visualizations from Qlik Sense


  • To start you would need to log into Mail & Deploy management console and create a data source.
  • Select "Datasources" and click on "Create Datasource" 

  • Select "Qlik Sense Server App"

  • Name your data source, insert your Qlik sense server details and select the application you want to use to create an M&D report from 
  • Click on on the save icon then the check icon.

  • Now you are ready to create a M&D report.
  • Select "Reports" and click on DOWNLOAD DESIGNER and run the installation.

  • Click on "CREATE REPORT" and select the type of report you would like to create.

  • Name your report and click on on the save icon then the check icon.

  • Click on the designer icon next your newly created report.

  • Click on Open Designer Launcher to launch M&D designer 

  • In M&D designer right click on "Templates" and select "New Template" and name your template.

  • Double click on your newly created template "TC Test" and the Power point template will appear under "CONTENT EDITOR"
  • Right click on "ELEMENTS" and select "New Chart Element" and name the newly created element.

  • Under "Content", click on the button next to "Object" to select the object you want in your element.
  • Select the object from the list that is displayed.

  • Drag and drop the element onto the Power point sheet on the right and resize/reposition it.
  • Click on the save icon in the top right-hand corner and then click on the PowerPoint icon to preview your report.

  • Your Mail & Deploy report should be able to render all trueChart and MENUBAR visuals as seen below.