Book Image

Qlik Sense Cookbook

By : Philip Hand, Neeraj Kharpate
Book Image

Qlik Sense Cookbook

By: Philip Hand, Neeraj Kharpate

Overview of this book

<p>This book is an excellent guide for all aspiring Qlik Sense® developers. It will take you through the basics, right through to the use of more advanced functions. With the recipes in this book, you will be empowered to create fully featured desktop applications in Qlik Sense®.</p> <p>Starting with a quick refresher on obtaining data from data files and databases, this book moves on to the more refined features of Qlik Sense®, including visualization, scripting, and set analysis. The tips and tricks provided will help you to overcome challenging situations while developing your applications in Qlik Sense®. This and more will help you to deliver engaging dashboards and reports efficiently.</p> <p>By the end of the book, you will be an expert user of Qlik Sense® and will be able to use its features effectively for business intelligence in an enterprise environment.</p>
Table of Contents (17 chapters)
Qlik Sense Cookbook
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Preface

Qlik is a market leader in the field of Business Discovery. As a company, it has been a pioneer when it comes to rapid returns on investment on business intelligence implementations. Its flagship product “QlikView” has been amongst the leaders in Gartner’s magic quadrant for the past three consecutive years. This bears testimony to the fact that Qlik and its offerings have a wide-scale acceptability among business users.

The world of Business Intelligence has seen a paradigm shift over the last couple of years. With an increased level of market understanding and learning from customer experiences, Qlik has made significant developments in its product suite to suit the changing market demands.

With the evolving business scenario in mind, Qlik came up with “Qlik Sense®” in mid-2014. Qlik Sense® is a self-service data visualization platform; users can design their own applications using the simple drag and drop interface in Qlik Sense®. They can directly create their own applications on the web and share them through a centralized hub. A Qlik Sense® application can even be shared in the cloud.

A real thought process has been put into the development of Qlik Sense® according to what the businesses of today require. For example, there is a native “Map” object available in Qlik Sense® which stems from the need for Map extensions. The end users can edit the properties of the objects on the screen directly through the interface. The “Qlik Dev Hub” provides a fast and easy approach to create extensions. In a way, Qlik Sense® gives the authority of the app to the end user and asks them to do their own data discovery in their own bespoke way.

Since the time of its launch, Qlik Sense® has garnered a huge interest in the business community and we have no doubt about its great future in the days to come. It has the capability to reach the depths of any organization very quickly and users will certainly love it.

This book uncovers all the wonderful features of this great product. It helps the user to overcome the challenges faced in day to day Qlik Sense® implementations. The solutions are discussed through simple and easy to understand recipes. We hope you find it useful.

What this book covers

Chapter 1, Getting Started with the Data, introduces the user to different methods of loading data into Qlik Sense® from various sources, such as relational databases, data files and also custom databases, such as SAP. We will also delve into the creation and usage of a Master Library in Qlik Sense®.

Chapter 2, Visualizations, focuses on the best design practices in Qlik Sense® in order to create engaging applications. It also looks at the concept of snapshots and stories in Qlik Sense.

Chapter 3, Scripting, introduces the user to the techniques of writing a well-structured script in Qlik Sense®. It discusses and explains the benefits of concepts, such as subroutines, script files, and loops in scripts that form a part of the arsenal of a good Qlik Sense® developer.

Chapter 4, Managing Apps and User Interface, introduces the user to the concept of publishing Qlik Sense® apps on the server and Qlik Sense® cloud. We will also look at certain key Qlik Sense® objects and their usage for the right purpose and to convey the right information.

Chapter 5, Useful Functions, deals with some very useful functions available in Qlik Sense®. We present some challenging scenarios that a Qlik Sense® developer faces and provide solutions for these.

Chapter 6, Set Analysis, is one of the most powerful concepts in Qlik Sense®. This chapter explains to the user the process of writing Set Analysis expressions from scratch. We will also look at some advanced variations in Set Analysis expressions, such as the introduction of flags, defining ranges using the Concat function in Set Analysis expressions, and so on.

Chapter 7, Extensions in Qlik Sense®, focuses on creating new out-of-the-box extension objects in Qlik Sense® using web technologies.

Chapter 8, What’s new in Version 2.1.1?, discusses the new features introduced in Qlik Sense® version 2.1.1. The users are introduced to the new Qlik Dev Hub and the process to create extension objects using the extension editor and mashups using the mashup editor.

Appendix, it gives the details of keyboard shortcuts used in Windows and Mac system.

We also explain how to embed the Qlik Sense® objects on a web page making use of the Single configurator. Some of the other features discussed in the chapter are "Smart Data Profiling"and the new "Smart Search" functionality.

What you need for this book

The user needs to install Qlik Sense Desktop version 2.1.1, which can be downloaded for free from:

http://www.qlik.com/try-or-buy/download-qlik-sense

The user also needs to install Qlik Sense® Server version 2.1.1 for the recipe titled Publishing a Qlik Sense® application on Qlik Sense® Server, given in Chapter 4, Managing Apps and User Interface.

The Qlik Sense® Server installer file can be obtained from:

http://www.qlik.com

One needs to login using the customer account credentials to get access to the files under Support | Customer Downloads.

You also need to install the SAP connector for the recipe titled Extracting Data from custom Databases from Chapter 1, Getting Started with the Data. In order to work with the SAP connector, you will need to obtain a license from Qlik. A part of this recipe also makes use of QlikView which can be downloaded for free from:

http://www.qlik.com/try-or-buy/download-qlikview

Who this book is for

The book is for anyone who has been exposed to Qlik Sense® and wants to start using it actively for business intelligence. Anybody with a prior knowledge of its sister product, QlikView, will also benefit from this book. Familiarity with the basics of business intelligence is a prerequisite.

Sections

In this book, you will find several headings that appear frequently (Getting ready, How to do it, How it works, There’s more, and See also).

To give clear instructions on how to complete a recipe, we use these sections as follows:

Getting ready

This section tells you what to expect in the recipe and describes how to set up software or any preliminary settings required for the recipe.

How to do it…

This section contains the steps required to follow the recipe.

How it works…

This section usually consists of a detailed explanation of what happened in the previous section.

There’s more…

This section consists of additional information about the recipe in order to make the reader more knowledgeable about the recipe.

See also

This section provides helpful links to other useful information for the recipe.

Conventions

In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text are shown as follows: “We do this using the INLINE function.”

A block of code is set as follows:

Sales: 
Load * INLINE [ 
Country, Sales 
USA, 6500 
UK, 1850 
Germany, 3200 
];

In certain recipes the code is generated on the fly using the Autogenerate function available in Qlik Sense®. In such a case the code will appear as follows:

Transactions:
Load 
Date(today()-IterNo()) AS Date,
Round(1000*Rand()*Rand()*Rand()) AS Sales
Autogenerate 1000;

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

Sales: 
Load * INLINE [ 
Country, Sales 
USA, 6500 
UK, 1850 
Germany, 3200
];

Any command-line input or output is written as follows:

C:\Users\<user>\Documents\Qlik\Sense\Apps

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: “Click on the Create New Connection and select OLE DB.”

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of.

To send us general feedback, simply e-mail , and mention the book’s title in the subject of your message.

If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors.

Customer support

Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.

Downloading the example code

You can download the example code files from your account at http://www.packtpub.com for all the Packt Publishing books you have purchased. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.

Downloading the color images of this book

We also provide you with a PDF file that has color images of the screenshots/diagrams used in this book. The color images will help you better understand the changes in the output. You can download this file from http://www.packtpub.com/sites/default/files/downloads/Qlik_Sense_Cookbook.pdf.

Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you could report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website or added to any list of existing errata under the Errata section of that title.

To view the previously submitted errata, go to https://www.packtpub.com/books/content/support and enter the name of the book in the search field. The required information will appear under the Errata section.

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Questions

If you have a problem with any aspect of this book, you can contact us at , and we will do our best to address the problem.