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QlikView for Finance

Book Description

Concoct dynamic business intelligence dashboards for financial analysis with QlikView

About This Book

  • Get accustomed to QlikView features for effective data analysis and visualization in Finance

  • Employ the Memory data store, which refreshes data in real time, providing a faster response to business financial information

  • A step-by step guide to using Qlikview features such as key performance indicators, interactive charts, and tables for financial analysis

  • Who This Book Is For

    If you are a finance professional with basic knowledge of QlikView functions and wish to increase your knowledge of QlikView to apply it in the field of finance, then this book is for you. A good knowledge of financial aspects is an must-have.

    What You Will Learn

  • Design Key Performance Indicators and extend your revenue ratio reporting

  • Set up actions within a Text Object and create variables to make a chart toggle between visible and not visible

  • Merge data from multiple sources to get more asset management options

  • Examine good and bad practices in dashboard design and create a Group button to make more data available in less space

  • Analyse the sales dashboard by adding tending lines and forecasting

  • Create input boxes and use the input in formulas to perform 'What If' analysis

  • Examine the Key Performance Indicator (KPI) and Inventory Turnover, and investigate the usefulness of Pivot

  • Create a QlikView analysis document and add data to it to gain deep insights

  • In Detail

    This book is an effective step-by-step tutoring guide for financial analysis using Qlikview.

    It begins by teaching you the crucial concepts of Qlikview Finance to help you develop an effective understanding of financial data analysis and finance. The book then goes on to cover real-world, practical examples on the use of Qlikview for financial planning and analysis, expense management, risk management, and more.

    Moving on, topics such as Asset Management QlikView Dashboard and Retail Sales Analysis are covered in a strategic way. We then shift the focus to deal with the concepts of Inventory, Supply Chain, and Plant Coverage Dashboards. The book then reaches its conclusion by dealing with ways to share your QlikView insights. By the end of this book, you will have a good understanding of how to use Qlikview for numerous applications in finance.

    Style and approach

    This book is designed to explore what can be done in QlikView to facilitate Financial Analysis. It follows a step-by-step approach and each chapter has easy-to-follow, hands-on examples of important concepts.

    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 files e-mailed directly to you.

    Table of Contents

    1. QlikView for Finance
      1. Table of Contents
      2. QlikView for Finance
      3. Credits
      4. Disclaimer
      5. About the Author
      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. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      9. 1. Getting That Financial Data into QlikView
        1. When do we use QlikView?
        2. Downloading and installing QlikView
        3. Becoming familiar with QlikView
          1. Opening and examining QlikView
          2. Loading data from Excel
        4. How QlikView works for analysis – finding the out of balance
        5. Adding more data – modifying the load script
          1. Loading more than one spreadsheet
        6. Summary
      10. 2. QlikView Dashboard Financial KPIs
        1. What are key performance indicators?
        2. Display sales as a KPI
          1. What are the three most common financial KPIs?
          2. Adding ROI, ROA, and ROE into a QlikView dashboard
            1. Building our set expressions
            2. Expression shortcuts
            3. Mathematical and set operators
            4. Creating our three-KPI display
        3. Common size income statement
        4. Summary
      11. 3. KPIs in the Financial Officer QlikView Dashboard
        1. Opening the example CFO dashboard
        2. The KPIs tab in a nutshell
          1. Delving into sheet objects
            1. The third text object in the first row
            2. The second row of sheet objects
            3. The third row of sheet objects
          2. Load script for the KPIs dashboard tab
        3. Summary
      12. 4. QlikView Asset Management with Multiple Data Sources
        1. Assets under management (financial investments)
        2. Fixed asset management
        3. Adding data sources
          1. Loading from another QlikView document
          2. Loading from files
            1. QlikView files
            2. XML files
            3. HTML files
            4. Excel files
            5. Text and delimited files
          3. Loading from databases
        4. Summary
      13. 5. QlikView Sales Analysis
        1. Reopening the example CFO dashboard
        2. The sales analysis tab in a nutshell
          1. The table display
          2. The chart display
        3. The nuts and bolts of the sales analysis dashboard
          1. The group button
          2. Containers
        4. Improving the sales analysis dashboard
          1. Steps to create a new sales analysis tab
            1. Creating a new variable
            2. An interface for the new variable
            3. Applying the new variable
            4. Adding a container with multi boxes
            5. Moving and changing the chart
        5. Summary
      14. 6. QlikView Forecasting and Trends
        1. Reopening the example CFO dashboard
        2. Trend and forecast lines in charts
          1. Adding a trend line to the monthly sales and margin chart
          2. Basing a trend line on an existing measure
          3. Extending a trend line into a forecast line
        3. The nuts and bolts of the trending dashboard
          1. Colors
            1. Experimenting with color formulas
            2. How to get other colors
            3. Layout themes
              1. Creating your own theme
              2. Applying your new theme
                1. Applying a theme to a whole document
                2. Applying a theme to a sheet
                3. Applying a theme to a sheet object
        4. The nuts and bolts of the What If? dashboard
        5. Summary
      15. 7. QlikView Inventory Analysis
        1. Reopening the CFO dashboard
        2. Delving into the four-quadrant layout
        3. The good and bad of the Inventory tab
          1. What is inventory turnover?
          2. Other measures at the dashboard level
            1. Inventory on hand
              1. Inventory profile
              2. On time delivery
        4. The nuts and bolts of the Inventory dashboard
          1. The pivot table
          2. Creating the inventory profile ranges
        5. Summary
      16. 8. QlikView Order Details Dashboard
        1. Reopening the CFO dashboard
        2. Analyzing the order details dashboard display
          1. Comparing the order and inventory management online demonstration
        3. The nuts and bolts of the CFO dashboard order detail tab
          1. Export to Excel
          2. Color-coding data
          3. Number format patterns
          4. Dynamic expressions
        4. Summary
      17. 9. QlikView Expenses Dashboard
        1. Reopening the CFO example dashboard
        2. Analysis of the expenses dashboard display
        3. The nuts and bolts of the CFO dashboard expenses tab
          1. Minimizing the pie chart
          2. Improving the line chart
          3. Bar chart formulas
          4. Pivot table variances
          5. Formatting and linking
        4. Summary
      18. 10. Sharing Your QlikView Insights
        1. Sharing QlikView information with business associates
          1. Licensing and servers
            1. Licensing
            2. QlikView business servers
        2. Security, deployment, and technology in an enterprise application
          1. Security
          2. Deployment
          3. Technology
            1. Data sources
            2. Mobile applications
        3. Where to get further information
          1. QlikCommunity
          2. Development source control integration
          3. QlikView Reference Manual
        4. Delving into Qlik Sense
        5. Summary
      19. Index