Actions - Datasource Management

In this section, you will find all available actions for datasource management.


Reload Datasource 

This action can be used to reload a datasource and has the following attributes:

DatasourceThe datasource (see Datasources) to reload.
Please note, that reloading a QlikView Document datasource does not save the QlikView Document; the reloaded data is only available for the duration of the task in which the reload took place. In order to save the reloaded datasource, you need to add a Save Datasource Action.


Rebuild Datasource Cache

This action can be used to rebuild the cache that contains the elements of a datasource (see Datasource Elements) and has the following attributes:

DatasourceThe datasource (see Datasources) to rebuild the datasource element cache for.


Save Datasource 

This action can be used to save a datasource to the location is has originally been loaded from and has the following attributes:

DatasourceThe datasource (see Datasources) to save.
Bookmark Name
An expression (see Expressions) that evaluates to the name of the bookmark (see Bookmarks) you want to activate.


Save Datasource to File System

This action can be used to save a datasource (see Datasources) to the file system.

Please note, that saving a datasource to the file system is not available for all datasource types.

The following attributes can be set:

DatasourceThe datasource (see Datasources) to reduce and then save to the file system.
File Path
An expression (see Expressions) that evaluates to the full path of the file to save the datasource to. The file path needs to include the file type extension. important to note that the datasource will be saved to the file system by Mail & Deploy Server and therefore the following requirements have to be met:
 
  • The user that runs Mail & Deploy Server needs to have sufficient user rights to write to the directory. 
  • The file path needs to be reachable from the computer on which Mail & Deploy Server runs; this might require to use UNC file paths in some cases. Please note that mapped network drive letters cannot be used, even if the user that runs Mail & Deploy Server has a mapped network drive set up.
     

Preparation Actions 
This is a list of actions (see Actions) which will be executed before the datasource will be saved to the file system.


Save Reduced Datasource to File System 

This action can be used to save the reduced version of a datasource (see Datasources) to the file system. The current state of the datasource is used for the reduction, so all the data that is compatible with the current filter of the datasource will be included in the reduced version.

Please note, that saving a reduced version of a datasource to the file system is not available for all datasource types.  

The following attributes can be set:

DatasourceThe datasource (see Datasources) to reduce and then save to the file system.
File Path
An expression (see Expressions) that evaluates to the full path of the file to save the reduced datasource to. The file path needs to include the file type extension. reduced datasource will be saved to the file system by Mail & Deploy Server and therefore the following requirements have to be met:
  • The user that runs Mail & Deploy Server needs to have sufficient user rights to write to the directory. 
  • The file path needs to be reachable from the computer on which Mail & Deploy Server runs; this might require to use UNC file paths in some cases. Please note that mapped network drive letters cannot be used, even if the user that runs Mail & Deploy Server has a mapped network drive set up.

Preparation Actions 
This is a list of actions (see Actions) which will be executed before the reduced datasource will be saved to the file system. These actions can, for instance, be used to filter the datasource to control which data will be included in the reduced versions of the datasource.


Click Datasource Button

This action can be used to click a button in a datasource (see Datasources). This can, for instance, be used to run a macro of a QlikView Document.

Please note, that clicking a datasource button is not available for all datasource types.

The following attributes can be set:

DatasourceThe datasource (see Datasources) that contains the button to click.
Button ID
An expression (see Expressions) that evaluates to the object ID of the button to click.

Preparation Actions 
This is a list of actions (see Actions) which will be executed before the datasource button is clicked.


Initialize Datasource Object

This action can be used to initialize a datasource object (see Objects) which is required if an initialized datasource object is required for the creation of a report, e.g. when using trueChart report elements (see trueChart Image Elements and trueChart Table Elements). It has the following attributes:

Datasource Object
The datasource object (see Objects) you want to initialize. Only datasource objects that support initialization may be selected.


Set Datasource Variable Value

This action can be used to set the value of a datasource variable (see Variables) to a given value. The following attributes can be set:

Datasource Variable
The datasource variable (see Variables) you want to set.
Value
An expression (see Expressions) that evaluates to the value to set the datasource variable to.


Activate Datasource Theme

This action allows you to activate a theme of a datasource to influence the presentation of subsequent chart report elements (see Chart Elements) and sheet report elements (see Sheet Elements). The following attributes can be set:

DatasourceThe datasource (see Datasources) in which to activate the theme.
Theme Code
An expression (see Expressions) that evaluates to the code of the theme to activate.
Please note, that Themes are currently only supported for Qlik Sense datasources.

You can find out the theme code for a given theme by following these steps:

  1. Open the single configurator in the dev hub of your Qlik Sense installation.
  2. Select any app.
  3. Select any worksheet or chart within the app.
  4. In the settings, choose the theme you want to find the code for in the General tab.
  5. The theme code can be found in the resulting URL of the sheet or chart:

    ...demo.qvf&sheet=jgxeqZ&theme=card&opt=nointeraction...
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