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Mastering QlikView Data Visualization

Book Description

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

About This Book

  • 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

  • Who This Book Is 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

  • In Detail

    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.

    Style and approach

    This hands-on guide follows the story of a company implementing QlikView as its enterprise data discovery solution. Each chapter starts with an understanding of the business requirements and the data model, and then helps you create insightful analysis and data visualizations. Each chapter expands on what was done in the previous chapter as we follow this continuously improving iterative process.

    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. Mastering QlikView Data Visualization
      1. Table of Contents
      2. Mastering QlikView Data Visualization
      3. Credits
      4. About the Author
      5. About the Reviewers
      6. www.PacktPub.com
        1. eBooks, discount offers, and more
          1. Why subscribe?
          2. Instant updates on new Packt books
      7. 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. Downloading the example code
          2. Downloading the color images of this book
          3. Errata
          4. Piracy
          5. Questions
      8. 1. Data Visualization Strategy
        1. Data exploration, visualization, and discovery
        2. Data teams and roles
          1. Data research and development
          2. Data governance team
        3. Agile development
          1. User story
          2. Minimum Viable Product
        4. QlikView Deployment Framework
          1. Exercise 1
        5. Summary
      9. 2. Sales Perspective
        1. Sales perspective data model
          1. Exercise 2.1
          2. Data quality issues
            1. Missing dimension values
            2. Missing fact values
          3. Data formatting and standardization
          4. Case
          5. Unwanted characters
          6. Dates and time
          7. Master calendar
        2. Customer stratification.
          1. Pareto analysis
          2. Exercise 2.2
          3. Exercise 2.3
        3. Customer churn
          1. Exercise 2.4
          2. Exercise 2.5
        4. QlikView extensions and the cycle plot
          1. Exercise 2.6
        5. Governance – design template
        6. Summary
      10. 3. Financial Perspective
        1. Financial perspective data model
          1. Exercise 3.1
          2. Financial report metadata
        2. AsOfCalendar
        3. Income statement
          1. Exercise 3.2
          2. Custom format cell
          3. Exercise 3.3
        4. Balance sheet
          1. Exercise 3.4
          2. Exercise 3.5
        5. Cash flow statement
          1. Exercise 3.6
        6. Summary
      11. 4. Marketing Perspective
        1. Marketing data model
        2. Customer profiling
          1. Parallel coordinates
            1. Exercise 4.1
            2. Exercise 4.2
          2. Sankey
            1. Exercise 4.3
            2. Exercise 4.4
          3. Market size analysis
            1. Exercise 4.5
            2. Exercise 4.6
            3. Exercise 4.7
          4. Social media analysis
            1. Exercise 4.8
            2. Exercise 4.9
            3. Exercise 4.10
          5. Sales opportunity analysis
            1. Exercise 4.11
        3. Summary
      12. 5. Working Capital Perspective
        1. Working capital data model
        2. Rotation and average days
          1. Days Sales of Inventory
            1. Exercise 5.1
          2. Days Sales Outstanding
            1. Exercise 5.2
          3. Days Payable Outstanding
            1. Exercise 5.3
            2. Exercise 5.4
        3. Working capital breakdown
          1. Exercise 5.5
          2. Inventory stock levels
            1. Exercise 5.6
            2. Aging report
              1. Exercise 5.7
          3. Customer stratification
            1. Stratification by distribution
              1. Exercise 5.8
              2. Exercise 5.9
            2. Visualizing stratification
              1. Exercise 5.10
        4. Summary
      13. 6. Operations Perspective
        1. Operations data model
          1. Handling multiple date fields
        2. On-Time and In-Full
          1. Exercise 6.1
          2. OTIF breakdown
            1. Exercise 6.2
          3. Exercise 6.3
          4. Predicting lead time
            1. Exercise 6.4
            2. Exercise 6.5
          5. Supplier and On-Time delivery correlation
            1. Exercise 6.5
        3. Planning in QlikView with KliqPlan
          1. Planning tool extensions
            1. Sales forecasts and purchase planning
            2. Other applications
        4. Summary
      14. 7. Human Resources
        1. Human resources data model
          1. Slowing changing dimensions attributes
        2. Personnel productivity
          1. Exercise 7.1
          2. Exercise 7.2
        3. Personnel productivity breakdown
          1. Age distribution
            1. Exercise 7.3
          2. Salary distribution
            1. Exercise 7.4
          3. Employee retention rate
            1. Exercise 7.5
          4. Employee vacation and sick days
            1. Exercise 7.6
          5. Employee training and performance
            1. Exercise 7.7
        4. Personal behavior analysis
          1. Exercise 7.8
        5. Summary
      15. 8. Fact Sheets
        1. Customer fact sheet consolidated data model
        2. Customer Fact sheet Agile design
          1. Creating user stories
          2. User story flow
          3. Converting user stories into visualizations
          4. Going beyond the first visualization
        3. Customer Fact sheet advanced components
          1. Bullet graph
            1. Exercise 8.1
            2. Exercise 8.2
          2. Sparklines
            1. Exercise 8.3
        4. Customizing the QlikView User Experience
          1. Quick access to supplementary information
            1. Exercise 8.4
          2. Dynamic data visualization
            1. Exercise 8.5
          3. Regional settings
            1. Currency
            2. Language
            3. Date and number formats
          4. Customer Fact sheet n QlikView
        5. Summary
      16. 9. Balanced Scorecard
        1. The Balanced Scorecard method
          1. The financial perspective
          2. The customer perspective
          3. The internal business process perspective
          4. The learning and growth perspective
        2. The Balanced Scorecard consolidated data model
        3. The Balanced Scorecard information dashboard design
          1. The Gestalt principles of perceptual organization
            1. Proximity
            2. Enclosure
            3. Closure
            4. Connection
            5. Continuity
            6. Similarity
        4. Creating the filter pane bubble
          1. Exercise 9.1
          2. Creating an interactive tutorial
          3. Exercise 9.2
        5. Measuring success with XmR charts
          1. Exercise 9.3
        6. Summary
      17. 10. Troubleshooting Analysis
        1. Troubleshooting preparation and resources
          1. Positive mindset
          2. General debugging skills
            1. Reproduce
            2. Diagnose
            3. Fix
            4. Reflect
          3. Resources
            1. QlikView Help
            2. Local knowledge base
            3. Qlik Community
            4. Qlik Support
        2. Reporting issues
        3. Common QlikView application issues
          1. Common QlikView data model issues
            1. All expression values are exactly the same
            2. The expression total is not equal to the sum of the rows
            3. Duplicate values in a list box
            4. Data doesn't match user expectation
          2. Common QlikView expression issues
            1. The expression does not calculate every row
            2. The amounts in the table are not accumulating
        4. Summary
      18. 11. Mastering Qlik Sense Data Visualization
        1. Qlik Sense and QlikView developers
        2. Visualization extension examples for cross-selling
        3. Plan to master Qlik Sense data visualization
        4. Summary
      19. Index