Mastering QlikView Data Visualization
eBook - ePub

Mastering QlikView Data Visualization

  1. 294 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Mastering QlikView Data Visualization

About this book

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.

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Mastering QlikView Data Visualization


Table of Contents

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

Table of contents

  1. Mastering QlikView Data Visualization

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