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QlikView Your Business: An expert guide to Business Discovery with QlikView and Qlik Sense

Book Description

Unlock the meaning of your data with QlikView

The Qlik platform was designed to provide a fast and easy data analytics tool, and QlikView Your Business is your detailed, full-color, step-by-step guide to understanding Qlikview's powerful features and techniques so you can quickly start unlocking your data's potential. This expert author team brings real-world insight together with practical business analytics, so you can approach, explore, and solve business intelligence problems using the robust Qlik toolset and clearly communicate your results to stakeholders using powerful visualization features in QlikView and Qlik Sense.

This book starts at the basic level and dives deep into the most advanced QlikView techniques, delivering tangible value and knowledge to new users and experienced developers alike. As an added benefit, every topic presented in the book is enhanced with tips, tricks, and insightful recommendations that the authors accumulated through years of developing QlikView analytics.

This is the book for you:

  • If you are a developer whose job is to load transactional data into Qlik BI environment, and who needs to understand both the basics and the most advanced techniques of Qlik data modelling and scripting

  • If you are a data analyst whose job is to develop actionable and insightful QlikView visualizations to share within your organization

  • If you are a project manager or business person, who wants to get a better understanding of the Qlik Business Intelligence platform and its capabilities

  • What You Will Learn:

    The book covers three common business scenarios - Sales, Profitability, and Inventory Analysis. Each scenario contains four chapters, covering the four main disciplines of business analytics: Business Case, Data Modeling, Scripting, and Visualizations.

    The material is organized by increasing levels of complexity. Following our comprehensive tutorial, you will learn simple and advanced QlikView and Qlik Sense concepts, including the following:

    Data Modeling:

  • Transforming Transactional data into Dimensional models

  • Building a Star Schema

  • Linking multiple fact tables using Link Tables

  • Combing multiple tables into a single fact able using Concatenated Fact models

  • Managing slowly changing dimensions

  • Advanced date handling, using the As of Date table

  • Calculating running balances

  • Basic and Advanced Scripting:

  • How to use the Data Load Script language for implementing data modeling techniques

  • How to build and use the QVD data layer

  • Building a multi-tier data architectures

  • Using variables, loops, subroutines, and other script control statements

  • Advanced scripting techniques for a variety of ETL solutions

  • Building Insightful Visualizations in QlikView:

  • Introduction into QlikView sheet objects — List Boxes, Text Objects, Charts, and more

  • Designing insightful Dashboards in QlikView

  • Using advanced calculation techniques, such as Set Analysis and Advanced Aggregation

  • Using variables for What-If Analysis, as well as using variables for storing calculations, colors, and selection filters

  • Advanced visualization techniques - normalized and non-normalized Mekko charts, Waterfall charts, Whale Tail charts, and more

  • Building Insightful Visualizations in Qlik Sense:

  • Introducing Qlik Sense - how it is different from QlikView and what is similar?

  • Creating Sense sheet objects

  • Building and using the Library of Master Items

  • Exploring Qlik Sense unique features — Storytelling, Geo Mapping, and using Extensions

  • Whether you are just starting out with QlikView or are ready to dive deeper, QlikView Your Business is your comprehensive guide to sharpening your QlikView skills and unleashing the power of QlikView in your organization.

    Table of Contents

    1. I: Getting Started
      1. Chapter 1: The Needs and Challenges of Business Intelligence and Analytics
        1. The Case for Business Intelligence
        2. Common Challenges of Business Analytics
        3. How Successful Businesses Use Business Intelligence
        4. The Business Scenario Used in the Book
      2. Chapter 2: Why Use Qlik for Data Discovery and Analytics?
        1. The Evolution of BI
        2. QlikView 11 Overview
        3. Qlik Sense Overview
    2. II: Learning the Core Techniques: Sales Analysis
      1. Chapter 3: Defining a Business Scenario for Sales Analysis
        1. “What Do You Mean When You Say Sales?”
        2. What Data Is Needed
        3. Advanced Sales Analysis Makes the Data Visible and Available
      2. Chapter 4: Visualizing Sales Analysis in QlikView
        1. Preparing the Environment and Getting Ready
        2. List Boxes, Text Objects, and Other Sheet Objects
        3. Developing Simple Charts in QlikView
        4. First Round of Improvements
      3. Chapter 5: Data Modeling for Sales Analysis
      4. Chapter 6: Developing a Data Load Script for Sales Analysis
        1. Load Script and Script Editor
        2. Resolving Simple Challenges in Data Load
        3. Transforming the Data Model
    3. III: Expanding Your Skill Set: Profitability Analysis
      1. Chapter 7: Defining a Business Scenario for Profitability Analysis
        1. The Profit and Loss Statement
        2. The Direct Variable Profitability (DVP) Model
        3. Deep Dive Example
        4. Use of Business Intelligence Tools Makes the Data Visible and Available
      2. Chapter 8: Visualizing Profitability Analysis in QlikView
        1. Simple Visualizations for Profitability Analysis
        2. Revisiting Simple Visualization Objects
        3. Learning Advanced Visualizations
      3. Chapter 9: Data Modeling for Profitability Analysis
        1. How QlikView Stores Data
        2. Modeling Multiple Transaction Sources
        3. Working With Dimensions
      4. Chapter 10: Developing a Data Load Script for Profitability Analysis
        1. Creating a QVD Data Layer
        2. Building the Data Model for Profitability Analysis
        3. A Round of Improvements
        4. Explaining the Multi-Tier Data Architecture
    4. IV: Mastering Advanced Techniques: Inventory Analysis
      1. Chapter 11: Defining a Business Scenario for Inventory Analysis
        1. What Is Inventory—Asset or Liability?
        2. Factors to Consider When Measuring Inventory
        3. The Definition of Inventory Analysis
        4. The Benefits of Advanced Inventory Analysis
      2. Chapter 12: Visualizing Inventory Analysis in QlikView
        1. Developing the Key Measures for Inventory Analysis
        2. Enhancing Visual Analysis with Advanced Aggregation
        3. Does It Get Any More Advanced with Advanced Aggregation and Advanced Set Analysis?
        4. Comparative Analysis Using Alternate States
        5. Getting Advanced with Straight Tables
        6. Advanced Presentation Features—Buttons, Actions, and Triggers
      3. Chapter 13: Data Modeling for Inventory Analysis
        1. Calculating Running Balances
        2. The Concatenated Fact Table
        3. Advanced Date Handling
      4. Chapter 14: Developing a Data Load Script for Inventory Analysis
        1. Review of the Business Requirements and the Data Sources
        2. Transforming Inventory Data
        3. Building the Concatenated Fact Table
        4. Building the As Of Date Table
        5. Generating Chart Expressions in the Script
        6. A Few Words in Conclusion
    5. V: Qlik Sense
      1. Chapter 15: Loading Data in Qlik Sense
        1. Getting Oriented with Qlik Sense
        2. Using Quick Data Load
        3. Using the Data Load Editor
        4. Using Developer Tools
      2. Chapter 16: Developing Visualizations in Qlik Sense
        1. Exploring the Qlik Sense Visual Environment
        2. Selections in Qlik Sense
        3. Storytelling
        4. Geo-Mapping in Qlik Sense
        5. Integrating Qlik Sense Apps
    6. Appendix: What’s Next?
    7. Titlepage
    8. Copyright
    9. About the Authors
    10. About the Technical Editors
    11. Acknowledgments
    12. Foreword
    13. Introduction
      1. Overview of the Book and Technology
      2. How This Book Is Organized
      3. How to Read This Book
      4. Conventions
      5. Preparing Your Work Environment
    14. End-User License Agreement