Assets under management (financial investments)
Open the QlikView Asset Management example dashboard located at
The first tab, Intro, of the QlikView Asset Management dashboard will look similar to the following screenshot:
Figure 4-1: Asset Management dashboard
As we can see in the first tab, the most important thing about an Assets Under Management (financial investment assets) dashboard is obtaining data from multiple sources. In this dashboard, we have the data that we entered, such as the Excel spreadsheets we uploaded or data that we input inline. Additionally, we have data from web sources, such as Imagine, Bloomberg, Advent, Factset, RiskMetricsGroup, and Princeton. Notice that the green lines with dots document the source attribution, with the different sections of the picture of the dashboard located on the next tab, the Dashboard tab.
This is a server-based...
