Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Qlikview for Finance

You're reading from   Qlikview for Finance Concoct dynamic business intelligence dashboards for financial analysis with QlikView

Arrow left icon
Product type Paperback
Published in Sep 2015
Publisher
ISBN-13 9781784395742
Length 174 pages
Edition 1st Edition
Arrow right icon
Toc

Table of Contents (12) Chapters Close

Preface 1. Getting That Financial Data into QlikView FREE CHAPTER 2. QlikView Dashboard Financial KPIs 3. KPIs in the Financial Officer QlikView Dashboard 4. QlikView Asset Management with Multiple Data Sources 5. QlikView Sales Analysis 6. QlikView Forecasting and Trends 7. QlikView Inventory Analysis 8. QlikView Order Details Dashboard 9. QlikView Expenses Dashboard 10. Sharing Your QlikView Insights Index

Display sales as a KPI

In our previously loaded sample data from Chapter 1, Getting That Financial Data into QlikView, sales is a grouping in the AcctGroup column and is a credit. It comes directly from the source system as a negative so that, when everything is summed up, we get a trial balance. That is why we could see the out of balances in our first tab. Sales will have to be multiplied by minus one (-1) in order for it to appear as a positive number. Also, we would like to have a target number to compare with Sales.

Note

There are two additional sample data Excel spreadsheets available for download from your account at http://www.PacktPub.com that are used in this chapter. One is named Target.xls and the other is named IS3yr.xls.

Our target is another Excel workbook named Target.xls that is available for download, or you can create your own workbook to load. The one available for download has this data:

Company

Target

Cheyenne Manufacturing

140000000

American Distribution

0

Cheyenne...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime