Qlik Sense Cookbook - Second Edition

Qlik Sense Cookbook - Second Edition

By : Pablo Labbe, Philip Hand, Neeraj Kharpate

Buy this Book

Qlik Sense Cookbook - Second Edition

By: Pablo Labbe, Philip Hand, Neeraj Kharpate

Buy this Book

Overview of this book

Qlik Sense allows you to explore simple and complex data to reveal hidden insight and data relationships that help you make quality decisions for overall productivity. An expert Qlik Sense user can use its features for business intelligence in an enterprise environment effectively. Qlik Sense Cookbook is an excellent guide for all aspiring Qlik Sense developers and will empower you to create featured desktop applications to obtain daily insights at work. This book takes you through the basics and advanced functions of Qlik Sense February 2018 release. You’ll start with a quick refresher on obtaining data from data files and databases, and move on to some more refined features including visualization, and scripting, as well as managing apps and user interfaces. You will then understand how to work with advanced functions like set analysis and set expressions. As you make your way through this book, you will uncover newly added features in Qlik Sense such as new visualizations, label expressions and colors for dimension and measures. By the end of this book, you will have explored various visualization extensions to create your own interactive dashboard with the required tips and tricks. This will help you overcome challenging situations while developing your applications in Qlik Sense.

Title Page

Packt Upsell

Contributors

Preface

Free Chapter

Getting Started with the Data

Introduction

Extracting data from databases and data files

Extracting data from web files

Extracting data from the FTP server

Extracting data from web services with REST Connector

Activating the legacy mode in Qlik Sense® desktop

Previewing data in the Data model viewer

Creating a master library from the Data model viewer

Using a master library in Edit mode

Using visual data preparation on the data manager model viewer

Visualizations

Introduction

Creating snapshots

Creating and adding content to a story

Adding embedded sheets to the story

Highlighting the performance measure in a bar chart

Associating persistent colors to field values using the script

Using the colormix1 function

Structuring visualizations

Measuring statistical data with box plot charts

Using a waterfall chart to analyze the cumulative effect

Scripting

Introduction

Structuring the script

Efficiently debugging the script

Packaging the code in script files

How to use subroutines in Qlik Sense®

Optimizing the UI calculation speed

Optimizing the reload time of the application

Using a For each loop to load data from multiple files

Using the Concat() function to store multiple field values in a single cell

Executing command-line programs within the script

Managing Apps and the User Interface

Introduction

Publishing a Qlik Sense® application created in Qlik Sense® Desktop

Creating private, approved, and community sheets

Publishing a Qlik Sense® application to Qlik Sense® Cloud

Creating geo maps in Qlik Sense®

Reference lines in a Sales versus Target gauge chart

Effectively using the KPI object in Qlik Sense®

Creating treemaps

Creating dimensionless bar charts in Qlik Sense®

Adding reference lines to trendline charts

Creating text and images

Applying limitations to charts

Adding thumbnails to a clear environment

Navigating many data points in a scatter chart

Using alternative dimensions and measures

Using the visual exploration menu

Useful Functions

Introduction

Using an extended interval match to handle slowly changing dimensions

Using the Previous() function to identify the latest record read for a dimensional value

Using the NetworkDays() function to calculate the working days in a calendar month

Using the Concat() function to display a string of field values as a dimension

Using the Minstring() function to calculate the age of the oldest case in a queue

Using the RangeSum() function to plot cumulative figures in trendline charts

Using the Fractile() function to generate quartiles

Using the FirstSortedValue() function to identify the median in a quartile range

Using the Declare and Derive functions to generate Calendar fields

Setting up a moving annual total figure

Using the For Each loop to extract files from a folder

Using the Peek() function to create a currency exchange rate calendar

Using the Peek() function to create a trial balance sheet

Using the subfield() function to split field into multiple records

Using the dual() function to set the sort order of dimensions

Set Analysis

Introduction

Cracking the syntax for Set Analysis

Using flags in Set Analysis

Using the = sign with variables in Set Analysis

Point in Time using Set Analysis

Using comparison sets in Set Analysis

Using embedded functions in Set Analysis

Creating a multi-measure expression in Set Analysis

Using search strings inside a set modifier

Capturing a list of field values using a Cconcat() function in Set Analysis

Using the element functions P() and E() in Set Analysis

Using the intersection between sets for Basket Analysis

Using alternate states

Using Extensions in Qlik Sense

Introduction

Finding extensions on Qlik Branch

How to import extensions (Desktop and Server)

Using the Variable extension

Using the Reload button extension

Using the simple KPI extension

Using the ShowHide Container extension

Advanced Aggregation with AGGR

Introduction

Using nested aggregations

Using Rank() with Aggr

Combining set analysis with Aggr

Creating an ABC analysis

Tips and Tricks

Introduction

Working with multiple tabs

Using the keyboard to navigate and interact

Working with the distinct clause

Managing variables in the script and layout

Using measure names in object expressions

Creating dynamic charts

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Using a master library in Edit mode

As mentioned in the Creating a master library from the Data model viewer recipe, a great benefit of creating a master library is to save you time and reduce the complexity by applying global changes to your visualizations.

There are three main areas in the asset panel when editing a Qlik Sense sheet (Charts, Custom objects, Master items, and Fields). Clicking the chain button (

) opens the Master items pane.

From here, you can manage every aspect of the Master items, such as renaming, replacing, deleting, and editing.

Getting ready

You can continue to use the application from the Creating a Master Library from the Data model viewer recipe:

If you have not completed the Creating a Master Library from the Data model viewer recipe, load the following in your Data load editor:

LOAD * INLINE [ 
Country, Area, Quantity 
USA, North, 1000 
USA, North, 1200 
USA, South, 2500 
USA, South, 2500 
UK, North, 1000 
UK, North, 2500 
UK, South, 2000 
UK, South, 1900
 ];

Add Country and Area as Master dimensions, both with the Geo tag.
Add Quantity as a Master measure.

How to do it…

Open the App overview screen by clicking on the navigation dropdown on the toolbar at the top.
Create a new sheet or open an existing one.

Enter the edit mode by clicking on the
button.
Click on the object pane button (
) and double-click on the
button. The chart will be added to the main content area automatically.
Type Geo in the search box of the asset panel on the left of your screen. While there are no charts called Geo, the search has flagged up our two tagged dimensions in the master library pane with a yellow circle.
Drag the Area field to where it says Add dimension. Repeat the steps where the Country field selects Add "Country" when prompted, as shown in the following screenshot:

Clear your search on Geo by pressing the
button.
Click on Measures.

Drag the Sales measure from the asset panel over to the add measure area of the chart. Voila! You have created your first visualization using Master dimensions and measures:

You can now drag this chart into the asset panel and it will become a master visualization.

There's more…

If you delete a Master dimension or Master measure, the visualizations that use the deleted Master item will not work unless you replace it with a new dimension or measure. The same applies to delete a field from the data model; the reference will remain part of the Master item pane until it's updated from the edit screen.

Creating master measures replaces the need to write expressions as variables for reuse. Another piece of QlikView functionality that has been replicated and expanded upon is the concept of linked objects. Any updates you make in the Master visualization area will be applied globally.

If you rename a field in your script without moving the position, it will be applied automatically to all the objects.

Qlik Sense Cookbook - Second Edition

By : Pablo Labbe, Philip Hand, Neeraj Kharpate

Qlik Sense Cookbook - Second Edition

By: Pablo Labbe, Philip Hand, Neeraj Kharpate

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