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Home > Data > Business Intelligence > Qlik Sense Cookbook
Qlik Sense Cookbook
Qlik Sense Cookbook

Qlik Sense Cookbook: Over 80 recipes on data analytics to solve business intelligence challenges , Second Edition

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Qlik Sense Cookbook

Visualizations

In this chapter, we will cover some visualization tips and tricks to create a compelling dashboard in Qlik Sense:

  • Creating snapshots
  • Creating and adding content to a story
  • Adding embedded sheets to the story
  • Highlighting the performance measure in a bar chart
  • Associating persistent colors to field values using the script
  • Using the colormix1 function
  • Composition
  • Relationships
  • Comparison
  • Distribution
  • Structuring visualizations
  • Measuring statistical data with box plot charts
  • Using a waterfall chart to analyze the cumulative effect

Introduction

A typical Qlik Sense application should always follow the Dashboard Analysis Reporting (DAR) methodology. This methodology focuses on developing a dashboard sheet followed by an analysis sheet and then a reports sheet. The dashboard projects the high-level figures of the business; the analysis sheet gives more control to the end user to filter the data, while the reports sheet has the detailed information at a granular level.

For more information on the DAR concept, visit https://community.qlik.com/blogs/qlikviewdesignblog/2013/11/08/dar-methodology.

While this concept can be easily implemented within the application, it is easy to forget the best design practices that help in making the applications more engaging for users. An optimal design will convey the right information to the right people at the right time. This will elevate the decision-making process within...

Creating snapshots

Snapshots are an exciting feature in Qlik Sense that enable users to capture the point-in-time state of the data object. Snapshots work as insights for a story, which will be discussed in later recipes.

Getting ready

For the sake of this exercise, we will make use of the Automotive.qvf Qlik Sense application. This application is downloaded as a sample file with the default Qlik Sense desktop installation and can be accessed through the Qlik Sense hub.

The sample files may differ by region. If the Automotive.qvf application is not available
in the Qlik Sense hub, it can be downloaded from the Packt Publishing website.

Perform the following steps once you download the application from the Packt Publishing...

Creating and adding content to a story

Qlik Sense introduces the concept of storytelling within the application. The data story interface helps the user to collate all the important observations and insights from the application to create a convincing narrative and present it to the intended audience in the form of a slideshow.

Getting ready

As in the previous recipe, we will again make use of the Automotive.qvf Qlik Sense application.

How to do it...

To create a story, perform the following steps:

  1. Open the Automotive.qvf application
  2. While you are still on the App overview...

Adding embedded sheets to the story

Multiple sheets can be added to the story and the following section deals with the steps involved.

Getting ready

As in the previous recipe, we will again make use of the Automotive.qvf Qlik Sense application:

  1. Open the Automotive.qvf application from the Qlik Sense hub.
  2. Next, open the Sales Overview story, which was created in the previous recipe, by clicking on the toolbar.

How to do it...

Please follow the steps for adding embedded sheets to the story:

  1. In the story view, click on the icon in the bottom-left corner of the storyboard...

Highlighting the performance measure in a bar chart

One of the essential components of a Qlik Sense dashboard is the Key Performance Indicators (KPIs). The KPIs indicate the health of the company based on specific measures. The information displayed in the KPI should stand out distinctly and demand attention. For example, one of the key KPIs that a CEO of the company may like to have on his dashboard is Actuals vs Budget. A CEO is mostly interested in knowing whether the company is below or above the budgeted figures. So, it makes sense to highlight the required information inside the visualization object. The following recipe explains and shows you how to do this in a bar chart.

Getting ready

A "Dial Gauge" is quite...

Associating persistent colors to field values using the script

The best practices say that a designer should avoid using bar charts with multi-colored bars or avoid having too many colors in any of your chart objects. But, at times, we need to cater to the demands of the organization and take an uncalled for approach to designing. The following recipe explains how to associate a distinct field value with different colors in the Qlik Sense script.

Getting ready

This recipe serves as a good example to demonstrate the use of the pick function in the script. Perform the following steps to get started:

  1. Create a new Qlik Sense application and name it Persistent Colors.
  2. Open the Data load editor.
  3. Load the following script that contains...

Using the colormix1 function

Heat maps are a common requirement in most of the BI implementations. A colormix1 function helps to create a gradient between two colors. Look at the following recipe to understand the use of this function.

Getting ready

We will make use of a simple inline load for this recipe. Perform the following steps to get started:

  1. Create a new Qlik Sense application. Name it HeatMaps_Colormix1.
  2. Open the Data load editor.
  3. Load the following script that gives you information about actuals and budget for products:
Products:
LOAD * INLINE [
Product, Actuals, Budget
Footwear, 100000, 120000
Tyres, 180000, 150000
Mountain Bikes, 250000, 195000
Road Bikes, 200000, 225000
Chains, 80000, 90000
Helmets, 240000,160001
Gloves...

Composition

Composition can be defined as looking at a particular measure compared to the whole.

For example, in a "Sales by Region" chart, the sales for each singular region would be a discrete value, while the total sales across all countries would be the "Whole".

Total sales can be divided into "Relative shares" for each region. Having information on "Relative Sales Percentages," as compared to total sales, has a greater impact rather than viewing just the plain sales figures. Eureka moments are much more likely when people use a tool to answer their own questions, which is a core belief behind the design of Qlik Sense.

As with everything else, data composition can be visualized in multiple ways. Understanding what you are trying to achieve will eventually dictate the best choice of visualization.

For example, depending on what matters...

Introduction

A typical Qlik Sense application should always follow the Dashboard Analysis Reporting (DAR) methodology. This methodology focuses on developing a dashboard sheet followed by an analysis sheet and then a reports sheet. The dashboard projects the high-level figures of the business; the analysis sheet gives more control to the end user to filter the data, while the reports sheet has the detailed information at a granular level.

Note

For more information on the DAR concept, visit https://community.qlik.com/blogs/qlikviewdesignblog/2013/11/08/dar-methodology.

While this concept can be easily implemented within the application, it is easy to forget the best design practices that help in making the applications more engaging for users. An optimal design will convey the right information to the right people at the right time. This will elevate the decision-making process within the organization.

This chapter focuses on some of the key concepts in data visualization that will help the users...

Creating snapshots

Snapshots are an exciting feature in Qlik Sense that enable users to capture the point-in-time state of the data object. Snapshots work as insights for a story, which will be discussed in later recipes.

Getting ready

For the sake of this exercise, we will make use of the Automotive.qvf Qlik Sense application. This application is downloaded as a sample file with the default Qlik Sense desktop installation and can be accessed through the Qlik Sense hub.

The sample files may differ by region. If the Automotive.qvf application is not available in the Qlik Sense hub, it can be downloaded from the Packt Publishing website.

Perform the following steps once you download the application from the Packt Publishing website (https://www.packtpub.com/big-data-and-business-intelligence/qlik-sense-cookbook-second-edition):

  1. Copy the .qvf file to the C:\Users\<user>\Documents\Qlik\Sense\Apps folder
  2. Open the Qlik Sense desktop and the app will appear in the hub

How to do it…

Qlik Sense provides...

Creating and adding content to a story

Qlik Sense introduces the concept of storytelling within the application. The data story interface helps the user to collate all the important observations and insights from the application to create a convincing narrative and present it to the intended audience in the form of a slideshow.

Getting ready

As in the previous recipe, we will again make use of the Automotive.qvf Qlik Sense application.

How to do it…

To create a story, perform the following steps:

  1. Open the Automotive.qvf application
  2. While you are still on the App overview page, click
    on the toolbar
  3. Click on the
    sign to create a new story
  4. Add the story name as Sales Overview and description as A narrative of the overall sales for the company
  5. Click outside the description window to save the story

To add content to a storyboard, perform the following steps:

  1. Open the storyboard for Sales Overview by clicking on the thumbnail.
  2. The right-side pane of the storyboard represents six libraries that serve as the...

Adding embedded sheets to the story

Multiple sheets can be added to the story and the following section deals with the steps involved.

Getting ready

As in the previous recipe, we will again make use of the Automotive.qvf Qlik Sense application:

  1. Open the Automotive.qvf application from the Qlik Sense hub.
  2. Next, open the Sales Overview story, which was created in the previous recipe, by clicking
    on the toolbar.

How to do it…

Please follow the steps for adding embedded sheets to the story:

  1. In the story view, click on the
    icon in the bottom-left corner of the storyboard to add a new slide.
  2. On the panel at the right, click on
     to insert a sheet.
  3. Select the In-use overview sheet from the dialog box, and set the alignment on the slide (left, center, right), as shown in the following screenshot:

 

  1. Click on the In-Use overview button to select another sheet for the slide.
  2. Save the file by clicking on the
     button.

The story can be played as a presentation by clicking on the 

 button on the left-hand side vertical...

Highlighting the performance measure in a bar chart

One of the essential components of a Qlik Sense dashboard is the Key Performance Indicators (KPIs). The KPIs indicate the health of the company based on specific measures. The information displayed in the KPI should stand out distinctly and demand attention. For example, one of the key KPIs that a CEO of the company may like to have on his dashboard is Actuals vs Budget. A CEO is mostly interested in knowing whether the company is below or above the budgeted figures. So, it makes sense to highlight the required information inside the visualization object. The following recipe explains and shows you how to do this in a bar chart.

Getting ready

A "Dial Gauge" is quite commonly used to display the key KPIs in Qlik Sense. However, the best design practices say that the "bar chart" is the most effective way of conveying the information to the user. The following example makes use of a bar chart to strengthen this thought.

Perform the following...

Associating persistent colors to field values using the script

The best practices say that a designer should avoid using bar charts with multi-colored bars or avoid having too many colors in any of your chart objects. But, at times, we need to cater to the demands of the organization and take an uncalled for approach to designing. The following recipe explains how to associate a distinct field value with different colors in the Qlik Sense script.

Getting ready

This recipe serves as a good example to demonstrate the use of the pick function in the script. Perform the following steps to get started:

  1. Create a new Qlik Sense application and name it Persistent Colors.
  2. Open the Data load editor.
  3. Load the following script that contains information about the actuals and budget of four products. The script is available for download on the Packt Publishing website:
ProductsTemp:
LOAD * INLINE [
Product, Actuals, Budget
Footwear, 100000, 120000
Tyres, 180000, 150000
Mountain Bikes, 250000, 195000
Road Bikes...
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Key benefits

  • Explore newly added features in Qlik Sense
  • Discover best practices to work with data using Qlik Sense
  • Learn to implement advanced functions for better data insight

Description

Qlik Sense allows you to explore simple and complex data to reveal hidden insight and data relationships that help you make quality decisions for overall productivity. An expert Qlik Sense user can use its features for business intelligence in an enterprise environment effectively. Qlik Sense Cookbook is an excellent guide for all aspiring Qlik Sense developers and will empower you to create featured desktop applications to obtain daily insights at work. This book takes you through the basics and advanced functions of Qlik Sense February 2018 release. You’ll start with a quick refresher on obtaining data from data files and databases, and move on to some more refined features including visualization, and scripting, as well as managing apps and user interfaces. You will then understand how to work with advanced functions like set analysis and set expressions. As you make your way through this book, you will uncover newly added features in Qlik Sense such as new visualizations, label expressions and colors for dimension and measures. By the end of this book, you will have explored various visualization extensions to create your own interactive dashboard with the required tips and tricks. This will help you overcome challenging situations while developing your applications in Qlik Sense.

Who is this book for?

Qlik Sense Cookbook is for data and BI analysts who want to become well versed with Qlik Sense to apply business intelligence in data. If you are a beginner in data analytics and want to adopt an independent recipe-based approach to learn the required concepts and services in detail, this book is ideal! Individuals with prior knowledge of its sister product, QlikView, will also benefit from this book. Familiarity with the basics of business intelligence is a prerequisite.

What you will learn

  • Source, preview, and distribute your data through interactive dashboards
  • Explore and work with the latest visualization functions
  • Learn how to write and use script subroutines
  • Make your UI advanced and intuitive with custom objects and indicators
  • Use visualization extensions for your Qlik Sense dashboard
  • Work with Aggr and learn to use it within set analysis
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Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 30, 2018
Length: 334 pages
Edition : 2nd
Language : English
ISBN-13 : 9781788997058
Vendor :
Qlik
Category :
Data
Concepts :
Business Intelligence
Tools :
Qlik Sense

What do you get with Print?

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Product Details

Publication date : Aug 30, 2018
Length: 334 pages
Edition : 2nd
Language : English
ISBN-13 : 9781788997058
Vendor :
Qlik
Category :
Data
Concepts :
Business Intelligence
Tools :
Qlik Sense

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Table of Contents

10 Chapters
Getting Started with the Data Chevron down icon Chevron up icon
Getting Started with the Data
Introduction
Extracting data from databases and data files
Extracting data from web files
Extracting data from the FTP server
Extracting data from web services with REST Connector
Activating the legacy mode in Qlik Sense® desktop
Previewing data in the Data model viewer
Creating a master library from the Data model viewer
Using a master library in Edit mode
Using visual data preparation on the data manager model viewer
Visualizations Chevron down icon Chevron up icon
Visualizations
Introduction
Creating snapshots
Creating and adding content to a story
Adding embedded sheets to the story
Highlighting the performance measure in a bar chart
Associating persistent colors to field values using the script
Using the colormix1 function
Composition
Relationships
Comparison
Distribution
Structuring visualizations
Measuring statistical data with box plot charts
Using a waterfall chart to analyze the cumulative effect
Scripting Chevron down icon Chevron up icon
Scripting
Introduction
Structuring the script
Efficiently debugging the script
Packaging the code in script files
How to use subroutines in Qlik Sense®
Optimizing the UI calculation speed
Optimizing the reload time of the application
Using a For each loop to load data from multiple files
Using the Concat() function to store multiple field values in a single cell
Executing command-line programs within the script
Managing Apps and the User Interface Chevron down icon Chevron up icon
Managing Apps and the User Interface
Introduction
Publishing a Qlik Sense® application created in Qlik Sense® Desktop
Creating private, approved, and community sheets
Publishing a Qlik Sense® application to Qlik Sense® Cloud
Creating geo maps in Qlik Sense®
Reference lines in a Sales versus Target gauge chart
Effectively using the KPI object in Qlik Sense®
Creating treemaps
Creating dimensionless bar charts in Qlik Sense®
Adding reference lines to trendline charts
Creating text and images
Applying limitations to charts
Adding thumbnails to a clear environment
Navigating many data points in a scatter chart
Using alternative dimensions and measures
Using the visual exploration menu
Useful Functions Chevron down icon Chevron up icon
Useful Functions
Introduction
Using an extended interval match to handle slowly changing dimensions
Using the Previous() function to identify the latest record read for a dimensional value
Using the NetworkDays() function to calculate the working days in a calendar month
Using the Concat() function to display a string of field values as a dimension
Using the Minstring() function to calculate the age of the oldest case in a queue
Using the RangeSum() function to plot cumulative figures in trendline charts
Using the Fractile() function to generate quartiles
Using the FirstSortedValue() function to identify the median in a quartile range
Using the Declare and Derive functions to generate Calendar fields
Setting up a moving annual total figure
Using the For Each loop to extract files from a folder
Using the Peek() function to create a currency exchange rate calendar
Using the Peek() function to create a trial balance sheet
Using the subfield() function to split field into multiple records
Using the dual() function to set the sort order of dimensions
Set Analysis Chevron down icon Chevron up icon
Set Analysis
Introduction
Cracking the syntax for Set Analysis
Using flags in Set Analysis
Using the = sign with variables in Set Analysis
Point in Time using Set Analysis
Using comparison sets in Set Analysis
Using embedded functions in Set Analysis
Creating a multi-measure expression in Set Analysis
Using search strings inside a set modifier
Capturing a list of field values using a Cconcat() function in Set Analysis
Using the element functions P() and E() in Set Analysis
Using the intersection between sets for Basket Analysis
Using alternate states
Using Extensions in Qlik Sense Chevron down icon Chevron up icon
Using Extensions in Qlik Sense
Introduction
Finding extensions on Qlik Branch
How to import extensions (Desktop and Server)
Using the Variable extension
Using the Reload button extension
Using the simple KPI extension
Using the ShowHide Container extension
Advanced Aggregation with AGGR Chevron down icon Chevron up icon
Advanced Aggregation with AGGR
Introduction
Using nested aggregations
Using Rank() with Aggr
Combining set analysis with Aggr
Creating an ABC analysis
Tips and Tricks Chevron down icon Chevron up icon
Tips and Tricks
Introduction
Working with multiple tabs
Using the keyboard to navigate and interact
Working with the distinct clause
Managing variables in the script and layout
Using measure names in object expressions
Creating dynamic charts
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Great product and services, Thank you!
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Estructura a modo de recetas es muy . Ideal si ya tienes ciertos conocimientos básicos, no tanto si se busca una introducción inicial general.
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Personally I don't appreciate the cooking terminology and I find the running of subjects one into another a bit difficult to follow, I have been trying to read the whole book so I can try to figure out how to use the concepts for my business - which is not financial so I am forever translating date offset functions for accounts into what I need. There are lots of places they could have put more information or background but kept it content light. Good amount of programming if you need that tho.
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About the 3 authors

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Profile icon Labbe
Labbe
Pablo is a Business Intelligence Consultant with over 18 years of experience. In 2008 he was presented to Qlikview, the former product by Qlik and the seed for Qlik Sense. Since that year he was focused on delivering BI solutions in a new way. Now he is the Principal of ANALITIKA Inteligencia delivering BI projects and training focusing on Qlik products and other technologies that embrace the Self-Service BI. He is an active member of the Qlik Community and other social media sites. You can follow him on Twitter - @pablolabbe and LinkedIn.
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Profile icon Hand
Hand
Philip Hand is a Senior Business Intelligence consultant who has worked with QlikView in the BI space for over 7 years. Working with Qlik's top partner in the UK, he has implemented end-to-end solutions in a wide variety of enterprises and for large business customers. Philip has great experience and knowledge working across many sectors from the public sector, insurance, and financial services to large retailer and manufacturing businesses.
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Profile icon Kharpate
Kharpate
Neeraj Kharpate works as a Senior Business Intelligence consultant at Capventis, a QlikView Elite Partner. Having started his career working as a technical support executive for an aviation ERP, Neeraj embarked on his journey with Qlikview in mid-2007. He is a certified Qlikview designer, developer, and trainer. Neeraj has been closely following the developments in Qlik Sense ever since it was launched in 2014 and is extremely excited about the future of this product. Neeraj has completed his Masters in Business Administration from the Norwich Business School, University of East Anglia. He also has a diploma in Management Consulting from the Chartered Management Institute, UK.
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Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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  8. Guinea-bissau
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