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Mastering QlikView Data Visualization
Mastering QlikView Data Visualization

Mastering QlikView Data Visualization: Take your QlikView skills to the next level and master the art of creating visual data analysis for real business needs

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Mastering QlikView Data Visualization

Chapter 2. Sales Perspective

The success of all businesses is at some point determined by how well they can sell their products and/or services. The large amount of time and money that companies spend on software that facilitates the sales process is testament to its importance. Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Point of Sales (PoS) software not only ease the sales process, but also gather a large amount of sales-related data. Therefore, it is not uncommon that a company's first QlikView application is designed to explore and discover sales data.

Before we begin to create data visualization and analysis for our sales perspective, let's review the data model that supports it. In the process, we will resolve data quality issues that can either distract users' attention away from a visualization's data or distort how they interpret it. Next, we'll introduce two common sales department user stories and build solutions...

Sales perspective data model

Our company sells gadgets to customers throughout the United States and our sales perspective data model is based on data from an ERP system. The following figure shows the data model that we are going to work with throughout this chapter:

Sales perspective data model

Exercise 2.1

With the following steps, let's migrate the sales perspective container from the book's exercise files to where we've installed QDF on our computers and start to explore the data together:

  1. In the Ch. 2 folder of the book's exercise files, copy the container called 1001.Sales_Perspective to the QDF folder that is located on your computer. By default, the QDF folder will be C:\Qlik\SourceDate.
  2. In the QDF folder, open the VariableEditor Shortcut in the 0.Administration container.
  3. Click Container Map Editor. If the button hangs, then enable the Open Databases in Read and Write mode in the Setting tab of the Edit Script window and try again.
  4. In the container map table, go to the empty line after 99.Shared_Folders...

Customer stratification.

Many of the user stories that we take into account when we start to use more advanced data analysis and visualization techniques are not new. For example, we have probably already used basic QlikView methods to resolve the following user story.

Note

As a sales representative, I want to see who my most important customers are so that I can focus my time and effort on them.

The simplest way to define customer importance is to base it on how much they've purchased or how much profit they've generated. In its simplest form, we can resolve this user story with a bar chart that ranks customers by sales or gross profit.

However, given our increasing experience with QlikView, we'll take another look at this user story and use a more advanced analysis technique called customer stratification. This method groups customers according to their importance into bins. The number of bins can vary, but for this exercise we will use four bins: A, B, C, and D. We use two...

Customer churn

Customer churn is a measure of the company's tendency to lose customers. Our user story speaks of the need to detect at-risk customers and prevent them from becoming a lost customer.

Note

As a sales representative, I want to see which customers I'm at risk of losing so that I can take action today to prevent their leaving.

Surely, there are many variables that we may use to predict customer churn. In this case we expect customers to consistently make a purchase every so many days, so we will use a variable called customer purchase frequency to detect those that we are at risk of losing.

We could calculate the average number of days between purchases and warn sales representatives when the number of days since a customer's last purchase exceeds that average.

However, a simple average may not always be an accurate measure of a customer's true purchasing behavior. If we assume that their purchase frequency is normally distributed then we use the t-test to determine...

QlikView extensions and the cycle plot

If we are going to work with advanced data visualization in QlikView, we have to get used to working with extensions. We can either develop the QlikView extension ourselves or use open source extensions that are available in Qlik Branch (http://branch.qlik.com).

For example, we are presented with the challenge to find a better way to visualize year-over-year (YoY), week-over-week (WoW), or any other period-over-period analysis. The following line chart demonstrates how difficult it can be to compare a large number of periods:

QlikView extensions and the cycle plot

A cycle plot (Cleveland, Dunn, and Terpenning, 1978) offers a alternate way to compare a large number of periods. The following cycle plot is a QlikView extension that displays the average sales by weekday in each month and compares it to the total average sales represented by a flat horizontal line:

QlikView extensions and the cycle plot

Exercise 2.6

Let's create this cycle plot in Sales_Perspective_Sandbox.qvw using the following steps:

  1. In the Ch. 2 folder of the...

Governance – design template

Although we may think that we should create a design template before creating the first application, it is often better to do so once we've created the first application. After we've made the design adjustments that the business user requests then we can use that application as a template for future ones.

We convert the first QlikView application into a design template by first leaving only the sheets with unique layouts. A layout may include a background, a logo, a sheet title, and lines that separate sections. We may also leave a few example objects, such as list boxes and charts, that serve as references when we create the actual objects that are specific to the each perspective. We save this template into a new QVW file and use a copy of it every time we create a new QlikView application. The following image shows an example layout that we use as a design template:

Governance – design template

When we create the actual objects for a QlikView application, we can either...

Sales perspective data model


Our company sells gadgets to customers throughout the United States and our sales perspective data model is based on data from an ERP system. The following figure shows the data model that we are going to work with throughout this chapter:

Exercise 2.1

With the following steps, let's migrate the sales perspective container from the book's exercise files to where we've installed QDF on our computers and start to explore the data together:

  1. In the Ch. 2 folder of the book's exercise files, copy the container called 1001.Sales_Perspective to the QDF folder that is located on your computer. By default, the QDF folder will be C:\Qlik\SourceDate.

  2. In the QDF folder, open the VariableEditor Shortcut in the 0.Administration container.

  3. Click Container Map Editor. If the button hangs, then enable the Open Databases in Read and Write mode in the Setting tab of the Edit Script window and try again.

  4. In the container map table, go to the empty line after 99.Shared_Folders, and under...

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Key benefits

  • Explore how to create your own QlikView data laboratory and how to develop QlikView applications using agile project methods
  • Implement advanced data visualization and analysis for common business requirements from the sales, finance, marketing, inventory, operations, and human resources departments
  • Learn from real-life experience shared in this book that will give you the upper hand in your next QlikView project

Description

Just because you know how to swing a hammer doesn't mean you know how to build a house. Now that you've learned how to use QlikView, it's time to learn how to develop meaningful QlikView applications that deliver what your business users need. You will explore the requirements and the data from several business departments in order to deliver the most amazing analysis and data visualizations. In doing so, you will practice using advanced QlikView functions, chart object property options, and extensions to solve real-world challenges.

Who is this book for?

This book is intended for developers who want to go beyond their technical knowledge of QlikView and understand how to create analysis and data visualizations that solve real business needs. You should have a basic understanding of advanced QlikView functions.

What you will learn

  • Apply advanced QlikView techniques such as set analysis and nested aggregation in order to deliver common business requirements
  • Understand real business requirements for sales, finance, marketing, and human resources departments
  • Discover when to apply more advanced data visualization such as frequency polygons, bullet graphs, and XmR charts
  • Go beyond native QlikView and include geographical analysis, planning, and sentiment analysis in your QlikView application
  • Troubleshoot common errors we discover at the moment we visualize data in QlikView
  • Develop a plan to master Qlik Sense data visualization
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Publication date : Apr 25, 2016
Length: 294 pages
Edition : 1st
Language : English
ISBN-13 : 9781782173250
Vendor :
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Publication date : Apr 25, 2016
Length: 294 pages
Edition : 1st
Language : English
ISBN-13 : 9781782173250
Vendor :
Qlik
Category :
Tools :

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Table of Contents

12 Chapters
1. Data Visualization Strategy Chevron down icon Chevron up icon
2. Sales Perspective Chevron down icon Chevron up icon
3. Financial Perspective Chevron down icon Chevron up icon
4. Marketing Perspective Chevron down icon Chevron up icon
5. Working Capital Perspective Chevron down icon Chevron up icon
6. Operations Perspective Chevron down icon Chevron up icon
7. Human Resources Chevron down icon Chevron up icon
8. Fact Sheets Chevron down icon Chevron up icon
9. Balanced Scorecard Chevron down icon Chevron up icon
10. Troubleshooting Analysis Chevron down icon Chevron up icon
11. Mastering Qlik Sense Data Visualization Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

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Full star icon Full star icon Full star icon Full star icon Full star icon 5
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1 star 0%
Cssmgt Aug 17, 2016
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I am an open an honest reviewer on Amazon and I am not paid or compensated for my reviews. As a credited reviewer of this book I feel I should post my thoughts about what I found. I was asked to provide QlikView-related expertise, recommendations and suggestions that can help improve the readers' knowledge and smooth-out any content-related rough edges. I had the pleasure of reading each chapter as it came in for my review. My review is based on the knowledge within the book, not the writing style or assembly of the book. Being I have worked with QlikView before in a prior life and knowing most of the basics, I would say that this book is a great addition fort hose looking to supplement existing QlikView knowledge. I feel it can help identify key areas of your business where the data models, best practices and examples provided would fit. It also covers a variety of industry verticals, such as providing examples of Sales and Marketing applications and models. Besides the technical knowledge, the author does bring in his own life experiences which helped round-out the overall book. In my opinion, you don’t really need to go through every chapter in sequence. After I received a copy of the book when it was published, I believe using the index and table of contents might be sufficient to skip around to what is interesting to you or what may be relevant to what you are looking for.
Amazon Verified review Amazon
Claudiu Ochia Mar 05, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The grahic examples are great...For me was a good decision , bying this book
Amazon Verified review Amazon
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