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

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Available in https://github.com/iviasensio/PLSmartPivot

Current version 4.0 25-mar-2019. Compatible with QS September 2017 or higher

Author Ivan Felipe Asensio QlikTech Iberia,s.l.

This extension is useful to create reports where the look&feel is rellevant and pivot a second dimension is needed.

Improvements in 'PLSmartPivot v3.zip'

• Allow to collapse/uncollapse parent-child accounts
• Option to avoid selecting inside the table
• Allow to add a particular look&feel to each column
• Allow align accounts name left, center or right

Improvements in 'PLSmartPivot v4.zip'

• New available tags in header settings - underline
• New available tags in templates for each row - underlineColor **
• Smarter XLS export icon
• Better control for alerts and background its colors
• Dynamic CSV template name

Bugs fixed

• Bad cell height alignment when including collapse option and small letter size
• Unable to collapse when uncheck allow select inside the table
• Bad look assignment when working with 2 dimensions + custom look for each measure + uncheck separator columns

** See QlikLook.csv examples about how to underline a P&L Concept, associate parents and how to add particular look&feel to each column

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
• ...

Basic Guide

You'll find a manual 'P&LSmart Pivot Extension Manual.pdf' and one app example 'P&LDemo4.qvf'.

*Install in Server:

• open the folder PLSmartPivot v4.0
• you'll find a zip to import PLSmartPivot.zip
• Import P&LDemo4.qvf as well, as it's a valid example with the new features
• There is a PDF manual 'Qlik Sense P&LSmart Pivot Extension Manual.pdf' and a What's new document

*Install in Desktop

• unzip PLSmartPivot.zip and copy the folder in C:\Users'username'\Documents\Qlik\Sense\Extensions
• copy the example P&LDemo4.qvf in C:\Users'username'\Documents\Qlik\Sense\Apps