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Qlik Sense® Cookbook

Book Description

Over 80 step-by-step recipes to tackle the everyday challenges faced by Qlik Sense® developers

About This Book

  • Create dynamic dashboards for business intelligence

  • Discover the techniques and practices for Qlik Sense®

  • Delve into a broad range of topics covering the Qlik Sense® backend and the all-important user interface

  • Who This Book Is For

    The book is for everybody who have been exposed to Qlik Sense® and want to start using it actively for business intelligence. Anybody 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, load, preview, and distribute your organization’s information

  • Maximize the effect of visualizations for different types of data

  • Get to grips with the new visualization functions and add bespoke features not covered in the standard options

  • Leverage scripting tools, techniques, and best practices that once implemented, never stop adding value

  • Make your user interface more advanced and intuitive with various custom objects and indicators

  • Explore various tips and tricks of navigation for the Qlik Sense® frontend

  • Develop creative extensions for your Qlik Sense® dashboard

  • In Detail

    This book is an excellent guide for all aspiring Qlik Sense® developers. It will take you through the basics, right through to the use of more advanced functions. With the recipes in this book, you will be empowered to create fully featured desktop applications in Qlik Sense®.

    Starting with a quick refresher on obtaining data from data files and databases, this book moves on to the more refined features of Qlik Sense®, including visualization, scripting, and set analysis. The tips and tricks provided will help you to overcome challenging situations while developing your applications in Qlik Sense®. This and more will help you to deliver engaging dashboards and reports efficiently.

    By the end of the book, you will be an expert user of Qlik Sense® and will be able to use its features effectively for business intelligence in an enterprise environment.

    Style and approach

    This book is the perfect mix of essential theory combined with real-life examples, with clear explanations of sophisticated Qlik Sense® concepts. Each recipe begins with a task-based problem and the answers are provided in simple steps. This book follows an intuitive problem and solution approach that is easy to follow.

    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. Qlik Sense® Cookbook
      1. Table of Contents
      2. Qlik Sense® Cookbook
      3. Credits
      4. Foreword
      5. About the Authors
      6. About the Reviewers
      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. Sections
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There’s more…
          5. See also
        5. Conventions
        6. Reader feedback
        7. Customer support
          1. Downloading the example code
          2. Downloading the color images of this book
          3. Errata
          4. Piracy
          5. Questions
      9. 1. Getting Started with the Data
        1. Introduction
        2. Extracting data from databases and data files
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        3. Extracting data from Web Files
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        4. Activating the Legacy Mode in Qlik Sense® desktop
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        5. Extracting data from custom databases
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        6. Invoking help while in the data load editor or the expression editor
          1. Getting ready…
          2. How to do it…
          3. There's more…
          4. See also…
        7. Previewing data in the Data model viewer
          1. Getting ready
          2. How to do it…
          3. How it works...
            1. Viewing the data model
            2. Viewing the associations
            3. Table Meta Data
          4. There's more...
        8. Creating a Master Library from the Data model viewer
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
        9. Using a Master Library in the Edit mode
          1. Getting ready
          2. How to do it...
          3. There's more…
      10. 2. Visualizations
        1. Introduction
        2. Creating Snapshots
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Creating and adding content to a story
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Adding embedded sheets to the story
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        5. Highlighting the performance measure in a bar chart
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Associating persistent colors to field values
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Using the ColorMix1 function
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Composition
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        9. Relationships
          1. Getting ready
          2. How to do it…
          3. How it works…
        10. Comparison
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        11. Distribution
          1. Getting ready
          2. How to do it…
          3. How it works…
        12. Structuring visualizations
          1. Getting ready
          2. How to do it…
          3. How it works…
      11. 3. Scripting
        1. Introduction
        2. Structuring the script
          1. Getting ready
          2. How to do it…
          3. How it works…
        3. Efficiently debugging the script
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Packaging the code in script files
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        5. How to use sub routines in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Optimizing the UI calculation speed
          1. Getting ready
          2. How to do it…
          3. How it works…
        7. Optimizing the reload time of the application
          1. Getting ready
          2. How to do it…
          3. How it works…
        8. Using a For Each loop to load data from multiple files
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        9. Using the Concat function to store multiple field values in a single cell
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      12. 4. Managing Apps and User Interface
        1. Introduction
        2. Publishing a Qlik Sense® application created in Qlik Sense® desktop
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        3. Creating private, approved, and community sheets
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Publishing a Qlik Sense® application to Qlik Sense® cloud
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        5. Creating geo maps in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        6. Reference lines in Sales versus Target gauge chart
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Effectively using the KPI object in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Creating Tree Maps
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        9. Creating dimensionless bar charts in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Adding Reference Lines to trendline charts
          1. Getting ready
          2. How to do it…
          3. How it works…
        11. Creating text and images
          1. Getting ready
          2. How to do it…
            1. Adding Images
            2. Adding Text
          3. How it works…
        12. Applying limitations to charts
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        13. Adding thumbnails – a clear environment
          1. Getting ready
          2. How to do it…
          3. How it works…
        14. Navigating many data points in a scatter chart
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
      13. 5. Useful Functions
        1. Introduction
        2. Using an extended interval match to handle Slowly Changing Dimensions
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Using the Previous() function to identify the latest record for a dimensional value
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Using the NetworkDays() function to calculate the working days in a calendar month
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        5. Using the Concat() function to display a string of field values as a dimension
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Using the Minstring() function to calculate the age of the oldest case in a queue
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Using the Rangesum() function to plot cumulative figures in trendline charts
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        8. Using the Fractile() function to generate quartiles
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        9. Using the FirstSortedValue() function to identify the median in a quartile range
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Using the Declare and Derive functions to generate Calendar fields
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        11. Setting up a moving annual total figure
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        12. Using the For Each loop to extract files from a folder
          1. Getting ready
          2. How to do it…
          3. How it works…
        13. Using the Peek() function to create a currency Exchange Rate Calendar
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        14. Using the Peek() function to create a Trial Balance sheet
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
      14. 6. Set Analysis
        1. Introduction
        2. Cracking the syntax for Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Using flags in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it Works…
          4. There's more…
          5. See also
        4. Using the = sign with variables in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        5. Point in time using Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        6. Using comparison sets in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        7. Using embedded functions in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        8. Creating a multi-measure expression in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        9. Using search strings inside a set modifier
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Capturing a list of field values using a concat() function in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        11. Using the element functions P() and E() in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      15. 7. Extensions in Qlik Sense®
        1. Introduction
        2. Creating an HTML visualization extension for Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Defining a Properties panel in Qlik Sense® visualizations
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        4. Creating custom components within Qlik Sense® visualizations
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        5. Using data with extensions
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
      16. 8. What's New in Version 2.1.1?
        1. Introduction
        2. Using the visual exploration capability in Qlik Sense® 2.1.1
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Defining variables in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Exporting stories to MS PowerPoint
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        5. Using the Qlik Dev Hub in Qlik Sense® 2.1.1
          1. Getting ready
          2. How to do it…
            1. Single configurator
            2. Extensions editor
            3. Mashup editor
          3. How it works…
          4. There's more…
            1. Single configurator
            2. Extension editor
          5. See also
        6. Using Extension editor in Qlik Dev Hub
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Using Qlik Dev Hub to generate mashups
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Embedding Qlik Sense® application on a website using a single configurator
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        9. Using the Qlik DataMarket
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. See also
        10. Creating dynamic charts in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's More….
        11. Using Smart Search
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's More….
          5. See also
        12. Using smart data load profiling
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's More….
        13. Conclusion
      17. A. Appendix
        1. Keyboard shortcuts in Qlik Sense® Desktop
      18. Index