Qlikview for Finance: Concoct dynamic business intelligence dashboards for financial analysis with QlikView

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eBook Sep 2015 174 pages 1st Edition

$20.98 ~~$29.99~~

eBook Sep 2015 174 pages 1st Edition

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Qlikview for Finance

Chapter 2. QlikView Dashboard Financial KPIs

There are literally thousands of key performance indicators on http://www.kpilibrary.com. Many are the same, or very similar, formulas with different names, and every business concern's CEO and CFO have their own measure that helps them measure business performance in a way that is meaningful to them.

In this chapter, you will learn about the following concepts:

What are key performance indicators (KPIs)?
- Display sales as a KPI
- Our first thermometer-type gauge
What are the three most common financial KPIs?
- How to create and display the KPIs: Return on Investment (ROI), Return on Assets (ROA) and Return on Expenses (ROE) in a QlikView dashboard
- Set expressions
- Gauge displays
How to use QlikView to extend your revenue ratio reporting
- List Box sheet objects vs charts
Common size income statement

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...

Key benefits

Get accustomed to QlikView features for effective data analysis and visualization in Finance
Employ the Memory data store, which refreshes data in real time, providing a faster response to business financial information
A step-by step guide to using Qlikview features such as key performance indicators, interactive charts, and tables for financial analysis

Description

This book is an effective step-by-step tutoring guide for financial analysis using Qlikview. It begins by teaching you the crucial concepts of Qlikview Finance to help you develop an effective understanding of financial data analysis and finance. The book then goes on to cover real-world, practical examples on the use of Qlikview for financial planning and analysis, expense management, risk management, and more. Moving on, topics such as Asset Management QlikView Dashboard and Retail Sales Analysis are covered in a strategic way. We then shift the focus to deal with the concepts of Inventory, Supply Chain, and Plant Coverage Dashboards. The book then reaches its conclusion by dealing with ways to share your QlikView insights. By the end of this book, you will have a good understanding of how to use Qlikview for numerous applications in finance.

Who is this book for?

If you are a finance professional with basic knowledge of QlikView functions and wish to increase your knowledge of QlikView to apply it in the field of finance, then this book is for you. A good knowledge of financial aspects is an must-have.

What you will learn

Design Key Performance Indicators and extend your revenue ratio reporting
Set up actions within a Text Object and create variables to make a chart toggle between visible and not visible
Merge data from multiple sources to get more asset management options
Examine good and bad practices in dashboard design and create a Group button to make more data available in less space
Analyse the sales dashboard by adding tending lines and forecasting
Create input boxes and use the input in formulas to perform “What If” analysis
Examine the Key Performance Indicator (KPI) and Inventory Turnover, and investigate the usefulness of Pivot
Create a QlikView analysis document and add data to it to gain deep insights

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Instant access to your Digital eBook purchase

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Rab Narayan Mohapatra Nov 06, 2015

The contents are very good and nicely represented, specifically the dashboards which are covered in this book. This is really helped me a lot to know Dashboards for a Finance application.

Amazon Verified review

Dimitri Shvorob Oct 16, 2015

My first encounter with the author's oeuvre was "QlikView 11 Application Development" - boasting a total of 60 pages. I dismissed the book sight unseen, pointing potential readers to two superior, varied choices: the thin, popular book by Pover, and the heavy de-facto-QlikView-bible by Garcia and Harmsen. Reviewers who did give it a chance were not impressed, complaining about missing files and confusing directions.I suspect that "QlikView for Finance" will be getting more of the same: I am looking at page 5, and already (in the last line) the author is asking the reader to build a QlikView table - but is not telling how! Running through vignettes should be easy on an author: Blackwood is not doing that to a high standard, and does not aspire for anything higher-value-added. (An attempt to introduce set analysis, on pages 24-28, fails). There are not nearly enough screenshots - will a QlikView newbie get through, or get stuck?I am not going to dismiss "QlikView for Finance": let a thousand flowers bloom, the book may find a grateful reader. That said, Pover's still looks like a better deal to me - and now there is another appealing alternative, "QlikView Your Business" by Troyansky et al. Do not be swayed by the title's reference to finance - that's a marketing gimmick and a non-factor.PS. Revisited Qlik Sense recently and ... lost an hour's work due to "Failed to get app because there is no app loaded" error - meaning a permanently corrupted Qlik Sense file. Google the error message and see the "happened to me too!" sobs of other developers, and silence from Qlik Sense staff. Tableau all the way!PPS. Oops, well, maybe not all the way after all. I had a brush with Tableau certification recently - a person, not an exam - and that was just awful, an unpleasant mix of incompetence and wrong attitude. I have had a chance to observe how Qlik's customer service dealt with a similar situation, and they scored head and shoulders above their competition. It's not all about the product.

Qlikview for Finance: Concoct dynamic business intelligence dashboards for financial analysis with QlikView

What do you get with eBook?

Qlikview for Finance

Chapter 2. QlikView Dashboard Financial KPIs

What are key performance indicators?

Display sales as a KPI

Note

Common size income statement

Note

Summary

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