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


We examined the Sales Analysis dashboard (the existing one) and the good and bad choices made in the display. You learned how to create a Group button to make more data available on a single display without overcrowding or overloading information for the user of the dashboard.

We created a new Sales Analysis dashboard tab organized into a better visual layout using the exact same data as in the original dashboard.

While doing this, you learned how to create a toggle for the numbers displayed, so that it is easier to compare them and easier to remember how they compare for further investigation. We did this by creating a variable and text boxes to assign values to the variable. Then, we used the variable in our formulas to display our data.

We rearranged and changed the original objects for a meaningful display.

You learned about containers and how to remove them and the objects inside. We also created new containers and put objects in those containers.

In the next chapter, we will examine...