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

Opening the example CFO dashboard


  1. Open QlikView if it is not open already.

  2. Using the File | Open menu in QlikView, navigate to the Program Files| QlikView | Examples | Documents folder and double-click on Executive Dashboard.qvw to open.

  3. After reading the information on the first tab that explains that this is the CFO dashboard, select the second tab—that is, the KPIs tab.

  4. The screen will look similar to the following screenshot:

    Figure 3-1: KPIs on CFO dashboard

Notice the other tabs:

  • Trending

  • Sales Analysis

  • What If

  • Order Details

  • Expenses

  • AR Analysis

  • Inventory

This would seem to cover nearly everything needed by a CFO to manage the business.

In this chapter and the following chapters, we are going to examine each of the tabs, and I will point out the good and bad features from a design standpoint. Then, we will look at how to produce similar displays.