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

The nuts and bolts of the trending dashboard


The Trending dashboard is located on the left-hand side of the Sales Analysis dashboard. It consists of four quadrants of bar charts that can successfully be viewed all at once; the selection section matches the other dashboards. These, in general, are good choices.

Each of the four charts has a Drill-down group button that allows us to get to successive dimensions and layers of detail in a particular chart. And the charts all interact with each other, providing additional information about the category we are drilling into. For example, if we choose New Zealand in the lower-right corner Region Chart, we can see in the upper-left corner Segment Change Chart that we have a profit margin on Wholesale Liquor; with both New Zealand and Australia on the grid, however, we have a loss margin. We can also see in the Product Change Chart directly above the Region Chart that Baked Goods are only a small contributor in New Zealand and that Deli makes the...