Chapter 4. QlikView Asset Management with Multiple Data Sources

Whether we are discussing capital assets (such as property, plant and equipment) or production assets (such as inventory) or financial instrument assets (such as stocks, bonds, and partnership investment), an important part of any financial operation is asset management. Often, we think of private banking and wealth management businesses with respect to financial instrument assets. The datasets can be very large, and data from many different sources needs to be combined to get the big picture. This process is often manual in many organizations where Excel is used to perform analysis, usually with poor and often untimely results.

A powerful business intelligence platform can be leveraged for wealth management, asset management, and private banking institutions to increase analysis productivity greatly. Therefore, this chapter will look at an example of financial instrument asset management with a QlikView dashboard...