Inserting Qlik objects & tokens

Places a live Qlik object - a chart, table, or KPI - or a live token into a cell, so the workbook fills with current data each time the template is used.

Where to find it

Open a template with Edit in Excel (or create a new template). The KPImailer pane opens alongside the workbook, listing the sheets and objects from the template’s connected Qlik app - the same app picker you set when creating the template.

Inserting a Qlik object

1. In the pane, browse or search the connected app’s sheets to find the chart, table, or KPI you want.
2. Click the cell in the workbook where it should start.
3. Insert the object from the pane. It’s placed at that cell and fills with the object’s live data.

Each placed object becomes one of the template’s bindings, shown as a count on the templates list.

Inserting a token

Tokens insert a single live value rather than a whole object - a date, the report name, or a measure - the same {{Token name}} mechanism used in subject lines and attachment file names. Place your cursor in a cell, then insert a token from the pane; it resolves to its live value when the template is used in a report.

Worked example

A monthly close workbook needs a revenue trend chart and a header that always shows the reporting month. The author selects a Revenue by month chart from the pane and inserts it at cell B3, then clicks cell A1 and inserts the Date (long) token so the header always reads the current run’s month, without manual edits.

Tip

Keep one object or token per cell anchor and leave clear space below and to the right - Qlik objects expand to fit their data when the template runs, and crowding can cause overlap.