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Qlikview for Finance

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

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Product type Paperback
Published in Sep 2015
Publisher
ISBN-13 9781784395742
Length 174 pages
Edition 1st Edition
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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

Opening the example CFO dashboard

  1. Open QlikView if it is not open already.
  2. Using the File | Open menu in QlikView, navigate to the Program Files| QlikView | Examples | Documents folder and double-click on Executive Dashboard.qvw to open.
  3. After reading the information on the first tab that explains that this is the CFO dashboard, select the second tab—that is, the KPIs tab.
  4. The screen will look similar to the following screenshot:
    Opening the example CFO dashboard

    Figure 3-1: KPIs on CFO dashboard

Notice the other tabs:

  • Trending
  • Sales Analysis
  • What If
  • Order Details
  • Expenses
  • AR Analysis
  • Inventory

This would seem to cover nearly everything needed by a CFO to manage the business.

In this chapter and the following chapters, we are going to examine each of the tabs, and I will point out the good and bad features from a design standpoint. Then, we will look at how to produce similar displays.

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