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.