Book Image

Qlikview for Finance

Book Image

Qlikview for Finance

Overview of this book

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.
Table of Contents (18 chapters)
QlikView for Finance
Credits
Disclaimer
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Summary


In this book, we have learned when to use QlikView along with many of the multiple features of QlikView. We have loaded data from Excel and learned about other data sources. We have experimented with performing analysis with QlikView in the section where we found the out of balance amount. We have modified the Load Script, loaded additional spreadsheets, and linked data.

We examined key performance indicators and learned about the different options available with QlikView to display them. We created the three most common financial KPIs and, during the process, learned about set expressions. We have created or modified most of the sheet objects available in QlikView in the preceding chapters, and created a common size income statement for analysis.

We have learned that dashboards should display key information in a quick-to-digest format, and that gauges, dials, and thermometers are often used incorrectly, causing confusion rather than clarification. We examined both the display choices...