Excel Templates overview

An Excel template is a workbook you design once in real Microsoft Excel and reuse across reports. You place Qlik objects and tokens where you want them, and when a report runs, KPImailer fills the workbook with live data and attaches it to the email.

This section covers installing the KPImailer Excel add-in, creating a template, inserting Qlik objects and tokens, repeating worksheets per value, conditional rendering, dynamic naming, and using a template inside a report.