Book Image

Implementing Qlik Sense

By : Kaushik Solanki, Ganapati Hegde
Book Image

Implementing Qlik Sense

By: Kaushik Solanki, Ganapati Hegde

Overview of this book

Qlik Sense is a leading platform for business intelligence (BI) solutions. Qlik Sense helps organizations in making informed decisions based on the data they have. This book will teach you how to effectively use Qlik for optimum customer satisfaction. You will undergo a metamorphosis from a developer to a consultant who is capable of building the most suitable BI solutions for your clients. The book will take you through several business cases – this will give you enough insight to understand the needs of the client clearly and build a BI solution that meets or exceeds their expectations. Starting from the pre-project activities, you will go to the actual execution of the project, the implementation, and even maintenance. This book will give you all the information you need - from the strategy to requirement gathering to implementing BI solutions using Qlik Sense. The book will empower you to take the right decisions in tricky and diffi cult situations while developing analytics and dashboards.

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Table of Contents (12 chapters)
Preface
Preface
What this book covers
What you need for this book
Who is this book for
Conventions
Reader feedback
Customer support
Free Chapter
1
Consultant - An Introduction
Consultant - An Introduction
Understanding who is a consultant
Importance of being a consultant
Difference between a developer and consultant
Roles and responsibilities of a consultant
Strategy that a consultant should follow
Summary
2
Preparing for the Project
Preparing for the Project
Knowing about the company
Understanding the existing landscape
Understanding organizational hierarchy
What you need to study and prepare
Identifying your champion
Summary
3
Prerequisites to Start a Project
Prerequisites to Start a Project
Understanding business process
Gathering brief requirements
Brief project scope
Planning risk and its mitigation
Documentation
Example
Summary
4
Requirement Gathering
Requirement Gathering
Understanding requirement gathering
Importance of requirement gathering
Executing requirement gathering
Must have, should have, and good to have strategies
Questionnaires
Must ask information
Common mistakes in requirement gathering
Authentication and authorization
Documentation
Example
Summary
5
Architecture Design
Architecture Design
An introduction and importance
Hardware and software requirements
Installation architecture
Backup and restore design
Example Scenario
Data architecture
Example case study
Data flow diagrams
Example of creating a DFD
Summary
6
Development
Development
Data extraction process
Building Data Model
Common challenges of Data modeling
Script Management
Best Practices in Data Modeling
Data modeling Validation
Security Strategy
Visualization Strategy
Choices of Objects
Use of Extensions
Visualization best practices
Story Telling
Summary
7
Validation, UAT and Go-Live
Validation, UAT and Go-Live
Introduction and importance
User acceptance testing
Go-Live Strategy
Summary
8
Post Go-Live
Post Go-Live
Adoption strategy
Maintenance strategy
Auditing strategy
Documentation
Summary
9
Avoiding Common Pitfalls
Avoiding Common Pitfalls
The art of listening
Importance of documentation
Avoiding Over-Committing
Preparing for the Unexpected
Avoiding last minute surprises
Hand-holding
Summary
10
Knowledge Sets
Knowledge Sets
Getting to know Insurance
Knowing Pharmaceuticals and Life-sciences
Knowing Retail
Summary
11
A Real Life Case-Study
A Real Life Case-Study
Introduction to Adventure Works
Preparation
Gathering Business Requirements
Defining approach and solution architecture
Execution of project
Post Go-Live Steps
Summary

Introduction to Adventure Works

Let us now see how we can put our learning in the previous chapters to use. For this, we need to look at a real life scenario. Let us look at a fictitious organization called Adventure Works Cycles, henceforth referred to to as AWC.

AWC has chosen Qlik Sense as their enterprise analytical platform. It is looking to implement Qlik Sense across its various departments. The different functions which want to take benefit from Qlik Sense are:

  • Sales
  • Finance
  • Manufacturing
  • Human resources

They want to implement Qlik Sense in phases and want to roll it out initially to the sales function and thereafter to the other functions.

AWC has awarded the implementation work to Jim, a Qlik Sense Consultant.

With this background, let us understand how Jim goes about the job of implementing Qlik Sense. Jim will be putting to use the concepts he learnt in the book...

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