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Home > Data > Data Visualization > QlikView for Developers Cookbook
QlikView for Developers Cookbook
QlikView for Developers Cookbook

QlikView for Developers Cookbook: Take your QlikView training to the next level with this brilliant book that's packed with recipes which progress from intermediate to advanced. The step-by step-approach makes learning easy and enjoyable.

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QlikView for Developers Cookbook

Chapter 2. Layout

In this chapter, we will cover:

  • Changing the default object layout options

  • Changing the default selection color scheme

  • Modifying the green, white, and gray selection color schemes

  • Modifying the green, white, and gray selection color schemes on QlikView Server

  • Using containers as an alternative to multi-boxes

  • Using the design menus to custom format a cell

Introduction

There are some best practices that one should always follow when creating a layout in QlikView.

For general advice on visualizing data, I recommend the following people:

Name

Publication

Website

Stephen Few

Show Me The Numbers, Information Dashboard Design, and Now You See It.

www.perceptualedge.com

Robert Kosara

Eager Eyes Blog

www.eagereyes.org

Andy Kirk

Data Visualization: a successful design process

www.visualisingdata.com

Alberto Cairo

The Functional Art

www.thefunctionalart.com

There are, of course, many others on note, but the list could go for several pages and you wouldn't get to the bottom of it!

My purpose in this chapter is to show you how to layout and configure documents so that you can implement best practices.

Changing the default object layout options

The default layout option in QlikView is Simplified. When you look at the Layout tab of any object, you will only see, two options on the left-hand side: Shadow Intensity and Border Width:

While these options suffice for 99 percent of all layouts, there are many other options that we can make available to us, if required.

Getting ready

Open any existing QlikView document with at least one listbox (perhaps one of the documents from Chapter 1, Charts).

How to do it…

Follow these steps to change the default layout options:

  1. From the Settings menu, click on Document Properties (Ctrl + Alt + D).

  2. On the General tab, set the Styling Mode to Advanced. Click on OK to close the properties.

  3. Notice that the sheet objects have changed already, probably with rounded corners.

  4. Open the properties of any object and look at the Layout tab. Notice that there are now many more options.

  5. Modify the options and notice what happens.

How it works…

Enabling the Advanced styling mode...

Changing the default selection color scheme

QlikView has six precanned color schemes, such as Classic, Forest, Spring, Lime, Classic Extended, and Light. Out of box, the default selection color scheme is Light. The Possible options have white background, the Selected options are green, and the Excluded options have a very light gray.

On some displays, especially projectors or plasma screens, the colors do not come out as well; especially the light gray can look almost white.

Also, business users sometimes request that the color scheme be changed. While it is not straightforward to change from the green/white/gray options, there are several options to choose from (as long as they are green/white/gray!).

Getting ready

Open any existing QlikView document with at least one listbox (perhaps one of the documents from Chapter 1, Charts).

How to do it…

These steps will show you how to change the default color scheme:

  1. From the Settings menu, click on Document Properties (Ctrl + Alt + D).

  2. On the General...

Modifying the green, white, and gray selection color schemes

QlikView selection colors are green/white/gray. They have a brand around this and are not keen for anyone who can change them.

It is, however, possible to do so. We will use the QlikView API to modify the user's color preferences.

Getting ready

Open any existing QlikView document with at least one listbox (perhaps one of the documents from Chapter 1, Charts).

How to do it

Follow these steps to change the default green, white, and gray color schemes:

  1. From the Tools menu, select Edit Module (or press Ctrl + M).

  2. Enter the following code:

    Sub SetColorPrefs()

  Dim UserPrefs
  
  set UserPrefs = _
    ActiveDocument.GetApplication.GetUserPreferences

  ' Set the "Selected" Color
  UserPrefs.CustomSelBgColor(1).PrimaryCol.Col = _
    RGB (0,0,255)    ' Blue
  UserPrefs.CustomSelFgColor(1).PrimaryCol.Col = _
    RGB (255,255,0)  ' Yellow
  ' Set the "Possible" Color
  UserPrefs.CustomSelBgColor(2).PrimaryCol.Col = _
    RGB (255,255,0)  ' Yellow...

Modifying the green, white, and gray selection color schemes in QlikView Server

In the previous recipe, Modifying the green, white, and gray selection color schemes, we used the API to modify a user's default color scheme. However, this is a user setting and doesn't automatically apply to QlikView Server.

In this recipe, we will take the setting generated in the last recipe and apply them manually to QlikView Server.

Getting ready

Complete the previous recipe, Modifying the green, white and gray selection color schemes.

How to do it…

These steps show you how to modify the green, white, and gray color scheme on QlikView Server:

  1. Locate your Settings.ini file in C:\Users\username\AppData\Roaming\QlikTech\QlikView.

  2. Open the file in Notepad and locate the CustSel entries. Select them all and copy them to the clipboard (Ctrl + C).

  3. On the QlikView Server, stop the QlikView Server Service.

  4. Locate the Settings.ini file in C:\ProgramData\QlikTech\QlikViewServer.

  5. Paste the CustSel values from the user Settings...

Using containers as an alternative to multiboxes

Multi Boxes have been around in QlikView for a long time. They can be a useful way of adding many selectors to the layout when there is little room for a lot of listboxes.

They can be presented either in the default, lateral mode, with the drop-down list across from the label, or in Grid Mode, with the drop-down list underneath the label.

I used Multi Boxes for many years and quite liked the Grid Mode style. However, there was a major problem. Unfortunately, the Grid Mode style is not supported in the AJAX ZFC web client.

Since Version 10 of QlikView, I have moved away from Multi Boxes and instead use a container control with listboxes. I believe that it is a much better way of accessing many fields in a small form factor.

Getting ready

Load the following script:

LOAD * INLINE [
    Country, Product, SalesPerson, Category, Sales
    USA, Widget, Joe, Widgets, 1234
    USA, Woggle, Joe, Widgets, 1983
    USA, Brogue, Jane, Footwear, 1175
    USA...

Using the design menus to custom format a cell

There are two design menus that can appear when you right-click an object on the layout. They are:

  • Order: This is applicable to all objects, and this menu has a submenu that allows you to adjust the Layer of an object.

  • Custom Format Cells: This is applicable only to the three grid objects (Table Box, Straight Table, and Pivot Table), and this menu allows you to apply your own custom color, border, and font options to a cell.

These menu items do not appear by default. There are two ways of making them available. You can either turn on the Design Grid option (from the View menu), or you can turn them on by changing your User Preferences, which we will do in this recipe.

Getting ready

Load the following script:

Load * Inline [
  Country, Sales, Costs
  USA, 1203, 1043
  UK, 987, 995
  France, 1118, 1022
  Germany, 876, 754
];

How to do it…

Use the following steps to custom format a cell in the table:

  1. Create a straight table with Country as dimension and...

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Page 1 of 8

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Key benefits

  • Learn beyond QlikView training
  • Discover QlikView Advanced GUI development, advanced scripting, complex data modelling issues, and much more
  • Accelerate the growth of your QlikView developer ability
  • Based on over 7 years' experience of QlikView development
  • Written in a handy Cookbook style with each recipe as a self-contained learning module

Description

QlikView has been around since 1993, but has only really taken off in recent years as a leader in the in-memory BI space and, more recently, in the data discovery area. QlikView features the ability to consolidate relevant data from multiple sources into a single application, as well as an associative data model to allow you to explore the data to a way your brain works, state-of-the-art visualizations, dashboard, analysis and reports, and mobile data access. QlikView for Developers Cookbook builds on your initial training and experiences with QlikView to help you become a better developer. This book features plenty of hands-on examples of many challenging functions. Assuming a basic understanding of QlikView development, this book provides a range of step-by-step exercises to teach you different subjects to help build your QlikView developer expertise. From advanced charting and layout to set analysis; from advanced aggregations through to scripting, performance, and security, this book will cover all the areas that you need to know about. The recipes in this book will give you a lot of the information that you need to become an excellent QlikView developer.

Who is this book for?

This book is for anyone who has either attended QlikView Developer training or has taught themselves QlikView from books or online sources. You might be working for a QlikView customer, partner, or even QlikView themselves (or want to!) and want to improve your QlikView skills.

What you will learn

  • Use QlikView charts to create more advanced visualizations
  • Layout your screen and use different color schemes
  • Get to grips with set analysis
  • Use Total and AGGR for advanced aggregations
  • Use macros to perform advanced tasks
  • Overcome data modelling challenges
  • Use some of the most useful functions in QlikView
  • Write great script
  • Improve the performance of your application
  • Secure your application

Product Details

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Publication date : Jun 24, 2013
Length: 290 pages
Edition : 1st
Language : English
ISBN-13 : 9781782179740
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Category :
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Concepts :
Data Visualization
Tools :
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Product Details

Publication date : Jun 24, 2013
Length: 290 pages
Edition : 1st
Language : English
ISBN-13 : 9781782179740
Vendor :
Qlik
Category :
Data
Concepts :
Data Visualization
Tools :
QlikView

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Table of Contents

11 Chapters
Charts Chevron down icon Chevron up icon
Charts
Introduction
Creating custom pop-up labels on a bar chart
Creating a box plot chart for a simple data set
Using the wizard to create a box plot chart
Creating a "Stephen Few" bullet chart
Creating a modified bullet chart in a straight table
Creating a bar chart in a straight table
Creating a Redmond Aged Debt Profile chart
Creating a waterfall chart
Replacing the legend in a line chart with labels on each line
Creating a secondary dimension in a bar chart
Creating a line chart with variable width lines
Brushing parallel coordinates
Using redundant encoding with a scatter chart
Staggering labels in a pie chart
Creating dynamic ad hoc analysis in QlikView
Layout Chevron down icon Chevron up icon
Layout
Introduction
Changing the default object layout options
Changing the default selection color scheme
Modifying the green, white, and gray selection color schemes
Modifying the green, white, and gray selection color schemes in QlikView Server
Using containers as an alternative to multiboxes
Using the design menus to custom format a cell
Set Analysis Chevron down icon Chevron up icon
Set Analysis
Introduction
Using dollar expansion in Set Analysis to enable from-date and to-date selection
Using alternate states with Set Analysis
Using Set operators to exclude values from results
Using Set Analysis with a Date Island
Using Sets to avoid key tables
Advanced Aggregations Chevron down icon Chevron up icon
Advanced Aggregations
Introduction
Using TOTAL to calculate the percentage of total and subtotal
Using AGGR to calculate the percentage of the maximum value
Using AGGR to resolve a "Sum of Rows" issue
Creating a dynamic AGGR expression for a Group dimension using Dollar Expansion
Using RangeMax to return only positive numbers
Creating a dynamic Part-to-Whole pie chart
Creating a colored treemap using colormix
Using RangeSum to calculate a rolling total in a multidimension table
Showing only the top 3 values in a pivot table
Creating a Statistical Control Chart using Standard Deviation
Creating a Moving Range chart
Creating a control chart using Moving Range
Advanced Coding Chevron down icon Chevron up icon
Advanced Coding
Introduction
Extracting QlikView data to a Word report
Printing reports to PDF using PDFCreator
Creating a chart using a macro
Using VBS functions in charts
Data Modeling Chevron down icon Chevron up icon
Data Modeling
Introduction
Concatenation of fact tables to avoid loops and synthetic keys
Creating a Key/Link table in QlikView
Extensions Chevron down icon Chevron up icon
Extensions
Introduction
Creating a simple HTML extension
Creating a simple HTML table
Creating an interactive extension
Using external libraries with extensions
Useful Functions Chevron down icon Chevron up icon
Useful Functions
Introduction
Handling null in numeric fields or calculations
Using Dual to handle period name sorting
Parsing text to numbers and dates
Calculating Year To Date dynamically
Labeling a pie chart to replace the legend
Calculating the lowest or highest value in a range
Consolidating a date-time value into quarter hourly segments
Dynamically filtering by From/To dates
Script Chevron down icon Chevron up icon
Script
Introduction
Creating flags in the script
Replacing IsNull
Storing and dropping using a subroutine
Keeping a trace on things
Using the AND mode in listboxes
Using Exists and Keep to limit the data load
Setting the default display format
Setting the default sort order
Matching financial periods to dates
Handling partial reload in the script
Using Peek and Previous to calculate against loaded records
Creating a simple Gantt for a dashboard using Interval Match
Reading users from Active Directory
Getting a sub-URL using the Table wizard
Using parameters in Dollar Sign Expansion
Removing fields with a wildcard
Handling multiple subfolders in a script
Improving Performance Chevron down icon Chevron up icon
Improving Performance
Introduction
Reducing the number of distinct values
Creating counter fields to avoid Count Distinct
Creating flag fields to avoid Sum of If and other inefficient expressions
Denormalizing for performance
Security Chevron down icon Chevron up icon
Security
Introduction
Section Access gotchas
Blocking user access to a field using OMIT
Making all values available to Admins and Managers

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Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.4
(24 Ratings)
5 star 70.8%
4 star 12.5%
3 star 8.3%
2 star 4.2%
1 star 4.2%
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gaurav babbar Jul 04, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Lots of tips and tricks which one can learn only after years of trades.
Amazon Verified review Amazon
O.T. Jul 29, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
"QlikView for Developers Cookbook" should find its prominent place on every serious QlikView developer's desk. This is a portable guide to many "secrets of trade" that have been mastered by a very creative QlikView practitioner, through years of developing advanced QlikView applications.While it's not a typical tutorial book that takes the reader from the basics to the advanced topics, the Cookbook offers hundreds of specific solutions, from curiously obscure to tremendously useful, and none are too obvious.Stephen Redmond, a brilliant QlikView practitioner, is showing his magic tricks, one after another, and unlike any other magicians, he immediately reveals to the audience how the trick works. The book is even structured this way. In each chapter, after the problem at hand is presented, the reader will find a section "Getting Ready", where each exercise is prepared with a simple load script and some initial configurations. Then, the next section "How to do it", shows the trick by walking the reader through the "magical" configuration or a setup that makes the trick work. Most training manuals stop there, assuming that the rest is obvious, - which is rarely the case. Stephen is going further by adding a section "How it works", which provides a nice explanation of the settings and the underlying logic that made the trick possible. Furthermore, when there is additional lesson to be learned, an additional section "There's more..." includes any additional related information. I found this form of explanation extremely educational - I don't just blindly learn HOW to do something, I'm also learning WHY should it work and WHAT ELSE do I need to know about it.As an experienced QlikView practitioner, I didn't expect to learn a lot of new stuff, and I was proven wrong. Many of the ideas in the Cookbook looked new and refreshing for me. I truly believe that every serious QlikView developer will find a lot of interesting insight in this book. I certainly did.Oleg Troyansky,President,Natural Synergies, Inc.
Amazon Verified review Amazon
Vassya Nov 03, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Amazing book, even for seasonal qv developer. It sets a certain baseline of skills and technics, which a developer should remember and use. All the most important aspects of script writing, data modeling, interface design are presented - almost nothing to add!
Amazon Verified review Amazon
Shilpan Jun 29, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I admire Stephen and regularly read his blog. His book didn't disappoint me either. Qlikview cookbook is full of practical recipes that you can apply in real world applications.This book is not for novice Qlikview developer. But, if you have some experience with Qlikview, I highly recommend that you buy this book because it will help you grow as a professional Qlikview developer.I have my own Qlikview blog as I am passionate about Qlikview development. I have written a very comprehensive review on my blog. So, if you are thinking about purchasing this book yet wanted to know more about its content, please visit my blog.[...]
Amazon Verified review Amazon
np Aug 07, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is not for new learners but if you have couple of months experience this book gives lots of tips handling different thinks in qlikview.
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About the author

Profile icon Stephen Redmond
Stephen Redmond
Stephen Redmond is the CTO and Qlik Luminary at CapricornVentis - a QlikView Elite Partner. He is the author of several books, including QlikView for Developers Cookbook and QlikView Server and Publisher, both published by Packt Publishing. He is also the author of the popular DevLogixseries for SalesLogix developers. In 2006, after many years of working with CRM systems, reporting and analysis solutions, and data integration, Stephen started working with QlikView. Since then, CapricornVentis has become QlikView's top partner in the UK and Ireland territories, and with Stephen as the head of the team, they have implemented QlikView in a wide variety of enterprise and large-business customers across a wide range of sectors, from public sector to financial services to large retailers. In 2014, Stephen was awarded the Luminary status by Qlik in recognition of his product advocacy. He regularly contributes to online forums, including the Qlik Community.
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FAQs

How do I buy and download an eBook? Chevron down icon Chevron up icon

Where there is an eBook version of a title available, you can buy it from the book details for that title. Add either the standalone eBook or the eBook and print book bundle to your shopping cart. Your eBook will show in your cart as a product on its own. After completing checkout and payment in the normal way, you will receive your receipt on the screen containing a link to a personalised PDF download file. This link will remain active for 30 days. You can download backup copies of the file by logging in to your account at any time.

If you already have Adobe reader installed, then clicking on the link will download and open the PDF file directly. If you don't, then save the PDF file on your machine and download the Reader to view it.

Please Note: Packt eBooks are non-returnable and non-refundable.

Packt eBook and Licensing When you buy an eBook from Packt Publishing, completing your purchase means you accept the terms of our licence agreement. Please read the full text of the agreement. In it we have tried to balance the need for the ebook to be usable for you the reader with our needs to protect the rights of us as Publishers and of our authors. In summary, the agreement says:

  • You may make copies of your eBook for your own use onto any machine
  • You may not pass copies of the eBook on to anyone else
How can I make a purchase on your website? Chevron down icon Chevron up icon

If you want to purchase a video course, eBook or Bundle (Print+eBook) please follow below steps:

  1. Register on our website using your email address and the password.
  2. Search for the title by name or ISBN using the search option.
  3. Select the title you want to purchase.
  4. Choose the format you wish to purchase the title in; if you order the Print Book, you get a free eBook copy of the same title. 
  5. Proceed with the checkout process (payment to be made using Credit Card, Debit Cart, or PayPal)
Where can I access support around an eBook? Chevron down icon Chevron up icon
  • If you experience a problem with using or installing Adobe Reader, the contact Adobe directly.
  • To view the errata for the book, see www.packtpub.com/support and view the pages for the title you have.
  • To view your account details or to download a new copy of the book go to www.packtpub.com/account
  • To contact us directly if a problem is not resolved, use www.packtpub.com/contact-us
What eBook formats do Packt support? Chevron down icon Chevron up icon

Our eBooks are currently available in a variety of formats such as PDF and ePubs. In the future, this may well change with trends and development in technology, but please note that our PDFs are not Adobe eBook Reader format, which has greater restrictions on security.

You will need to use Adobe Reader v9 or later in order to read Packt's PDF eBooks.

What are the benefits of eBooks? Chevron down icon Chevron up icon
  • You can get the information you need immediately
  • You can easily take them with you on a laptop
  • You can download them an unlimited number of times
  • You can print them out
  • They are copy-paste enabled
  • They are searchable
  • There is no password protection
  • They are lower price than print
  • They save resources and space
What is an eBook? Chevron down icon Chevron up icon

Packt eBooks are a complete electronic version of the print edition, available in PDF and ePub formats. Every piece of content down to the page numbering is the same. Because we save the costs of printing and shipping the book to you, we are able to offer eBooks at a lower cost than print editions.

When you have purchased an eBook, simply login to your account and click on the link in Your Download Area. We recommend you saving the file to your hard drive before opening it.

For optimal viewing of our eBooks, we recommend you download and install the free Adobe Reader version 9.