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Learning Qlik Sense® The Official Guide - Second Edition

Book Description

Get the most out of your Qlik Sense investment with the latest insight and guidance direct from the Qlik Sense team

About This Book

  • Updated with new coverage on Qlik Cloud, Qlik Sense Modeling, and Extending the Qlik Analytic Platform.

  • Get insider insight on Qlik Sense and its new approach to business intelligence

  • Explore practical demonstrations for utilizing Qlik Sense to discover data for sales, human resources, and more

  • Who This Book Is For

    Learning Qlik Sense®: The Official Guide Second Edition is for anyone seeking to understand and utilize the revolutionary new approach to business intelligence offered by Qlik Sense. Familiarity with the basics of business intelligence will be helpful when picking up this book, but not essential.

    What You Will Learn

  • Understand the vision behind the creation of Qlik Sense, and the promise that data discovery offers to you and your organization

  • Get to grips with the life cycle of a Qlik Sense application

  • Load and manage your data for app creation

  • Visualize your data with Qlik Sense's engaging and informative graphing

  • Administer your Qlik Sense system and monitor its security

  • Build efficient and responsive Associative Models

  • Extend the Qlik Analytic Platform with the Dev Hub

  • Optimize Qlik Sense for sales, human resources, and demographic data discovery

  • In Detail

    The intuitive and powerful Qlik Sense visual analytics software allows anyone to engage in data discovery, to explore your data, and find meaningful insights to empower your business. Qlik Sense lets you easily create personalized reports and visualizations and reveal essential connections to show new opportunities from every angle.

    Written by members of the Qlik Sense team, this book is the official guide from Qlik to understanding and using their powerful new product with fully updated coverage to the latest features of the most modern edition of Qlik Sense. Benefit from the vision behind the development of Qlik Sense and get to grips with how Qlik Sense can empower you as a data discovery consumer. Learn how to create your own applications for Qlik Sense to customize it to meet your personal needs for business intelligence, and how to oversee and administer the Qlik Sense data architecture. Finally, explore utilizing Qlik Sense to uncover essential data, with practical examples on finding and visualizing intelligence for sales figures, human resources information, travel expense tracking, and demographic data discovery.

    Style and approach

    This book is a practical guide to understand what Qlik Sense is and how to implement it. This is an example-rich, step-by-step book to implement and optimize Qlik Sense for sales, human resources, and demographic data discovery.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

    Table of Contents

    1. Learning Qlik Sense® The Official Guide Second Edition
      1. Table of Contents
      2. Learning Qlik Sense® The Official Guide Second Edition
      3. Credits
      4. About the Authors
      5. Acknowledgments
      6. About the Reviewer
      7. www.packtpub.com
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
          3. Instant updates on new Packt books
      8. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Reviewing the example applications
          2. Errata
          3. Piracy
          4. Questions
      9. 1. Qlik Sense® and Data Discovery
        1. Continuing disruption
        2. Qlik Sense® and the QlikView.Next project
          1. Making sense of modern business
        3. What is data discovery?
          1. The empowered user
          2. Interaction with data
          3. Traditional business intelligence architecture
        4. The Qlik® way
          1. Color coding
          2. Freedom of data navigation
          3. Calculation on demand
        5. Data discovery—the evolution of BI
        6. Summary
      10. 2. Overview of a Qlik Sense® Application's Life Cycle
        1. Overview of an application's life cycle
          1. Starting application authoring
          2. What makes up a Qlik Sense® application?
          3. Sharing an application
          4. Continuing the application's life cycle
        2. Summary
      11. 3. Empowering Next Generation Data Discovery Consumers
        1. Data discovery consumption requirements
          1. Introducing the hub
          2. Introducing streams
          3. Exploring the components of the application
            1. Sheets
            2. Bookmarks
            3. Data storytelling
          4. Navigating and leveraging the associative experience
            1. Navigation
            2. Smart visualizations
            3. Global search
            4. Global filtering
          5. Extending with Library
        2. Summary
      12. 4. Contributing to Data Discovery
        1. Realities of the data discovery contributor
          1. Creating private bookmarks
          2. Creating and sharing private sheets
            1. Creating a private sheet
              1. Publishing a private sheet
            2. Creating a new sheet
              1. Adding a predefined visualization to a new sheet
              2. Creating a Combo chart object
              3. Publishing a private sheet
        2. Creating and sharing stories
          1. Defining a story
            1. Creating snapshots
            2. Adding text
            3. Adding shapes
            4. Media library
          2. Publishing your story
        3. Summary
      13. 5. Authoring Engaging Applications
        1. Preparations and requirements
          1. The requirement specifications
          2. The communication problem
          3. A step-wise implementation
          4. The process
        2. Getting started with the app creation
          1. Creating a new app
        3. Loading your data
          1. Loading additional tables
          2. Using the Data load editor
          3. Creating a database connection
          4. Data connectors
        4. The analysis interface—sheets and visualizations
          1. Creating a sheet
          2. Adding visualizations
          3. Adding dimensions and measures
          4. Defining bar charts
          5. Storytelling
        5. The application library
          1. Which fields should be exposed?
          2. Defining KPIs
          3. Creating library entries
        6. Best practices in data visualization
          1. Dashboard
          2. Analysis
          3. Reporting
          4. Structuring a sheet
          5. Graphs and other visualizations
          6. Dimensions and measures
            1. The bar chart
            2. The pie chart
            3. The line chart
            4. The KPI object
            5. The gauge
            6. The scatter chart
            7. The tree map
            8. The geographical map
            9. Tables
            10. Sorting and colors
        7. Migrating applications from QlikView® to Qlik Sense®
          1. Changes to the script
          2. Changes to the user interface
        8. Publishing your apps
        9. Summary
      14. 6. Building Qlik Sense® Data Models
        1. The QIX engine
        2. The Qlik Sense® data model
          1. Creating a multitable data model
          2. Linking tables
        3. Structuring your data
          1. Normalization
          2. Star schema and snowflake schema
          3. Pitfalls in the data model
        4. The data model viewer
          1. Using preview mode
        5. Summary
      15. 7. Qlik Sense® Apps in the Cloud
        1. Why use the cloud?
          1. Cloud sharing
          2. Cloud content
        2. Using Qlik Sense® apps in the cloud
          1. Uploading an app from the desktop
          2. Creating an app in Qlik Sense® Cloud
          3. Sharing an app in Qlik Sense® Cloud
          4. Maintaining Qlik Sense® Cloud apps
        3. Using the Qlik DataMarket® content
        4. Adding the QlikMarket® data
        5. Summary
      16. 8. Extending the Qlik® Analytic Platform
        1. Qlik® Dev Hub
          1. Web mashups
          2. Extending the Qlik Sense® client
          3. Engine API Explorer
        2. Developer community – Qlik Branch
        3. Summary
      17. 9. Administering Qlik Sense®
        1. The Qlik Sense® architecture
          1. Services
          2. Clients
          3. Applications
          4. Nodes
          5. Streams
        2. Deployment and licensing
          1. Single node or multinode
          2. License and access passes
          3. Tokens
          4. Access rules
        3. Management and monitoring
          1. Importing and managing apps
          2. Importing extensions
          3. Users and user directories
          4. Defining streams
          5. Connectivity management
          6. Tasks
          7. System management
          8. Security rules
          9. Monitoring
        4. Security
          1. Authentication and authorization
          2. Content security
        5. Summary
      18. 10. Sales Discovery
        1. The business problem
        2. Application features
          1. Who are our top customers?
          2. The 360-degree customer view
          3. Filtering customers
            1. Reviewing shipments for top customers
            2. Reviewing the bottom five customers
          4. Who are our most productive sales representatives?
            1. Analyzing products
            2. Analyzing customer sales
          5. Building the application
            1. The SalesDetails table
            2. The Customers table
            3. The AggSales table
            4. US States ISO CODE 2 polygons
          6. Analyzing the Sales Discovery Library
            1. Dimensions
            2. Measures
            3. Visualizations
        3. Summary
      19. 11. Human Resource Discovery
        1. The business problem
        2. Application features
          1. Sheets
          2. Training costs
          3. Using the global selector
        3. How the application was developed
          1. Dimensions
        4. Summary
      20. 12. Travel Expense Discovery
        1. The business problem
        2. Application features
          1. Tracking expenses
            1. Analyzing expenses overspent
          2. Digging deeper into the data
            1. Creating an analysis story for travel expenses
              1. Creating an overview
              2. Sharing our analysis
              3. Finishing the story
        3. Developing the application
          1. Examining the key tables
            1. Expenses
            2. PerDiemRates
            3. Airfare
            4. Department
            5. Budget
            6. LinkTable
          2. Dimensions
            1. Measures
            2. Visualizations
        4. Summary
      21. 13. Demographic Data Discovery
        1. Problem analysis
        2. Application features
          1. Analysis
          2. Using the lasso selector to make selections
          3. Using the global selector to make selections
        3. How the application was developed
          1. Dimensions
          2. Measures
        4. Summary
      22. Index