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Qlikview for Finance

3 (2)

Qlikview for Finance

3 (2)

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.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Free Chapter

1. Getting That Financial Data into QlikView

1. Getting That Financial Data into QlikView

When do we use QlikView?

Downloading and installing QlikView

Becoming familiar with QlikView

How QlikView works for analysis – finding the out of balance

Adding more data – modifying the load script

Summary

2. QlikView Dashboard Financial KPIs

2. QlikView Dashboard Financial KPIs

What are key performance indicators?

Display sales as a KPI

Common size income statement

Summary

3. KPIs in the Financial Officer QlikView Dashboard

3. KPIs in the Financial Officer QlikView Dashboard

Opening the example CFO dashboard

The KPIs tab in a nutshell

Summary

4. QlikView Asset Management with Multiple Data Sources

4. QlikView Asset Management with Multiple Data Sources

Assets under management (financial investments)

Fixed asset management

Adding data sources

Summary

5. QlikView Sales Analysis

5. QlikView Sales Analysis

Reopening the example CFO dashboard

The sales analysis tab in a nutshell

The nuts and bolts of the sales analysis dashboard

Improving the sales analysis dashboard

Summary

6. QlikView Forecasting and Trends

6. QlikView Forecasting and Trends

Reopening the example CFO dashboard

Trend and forecast lines in charts

The nuts and bolts of the trending dashboard

The nuts and bolts of the What If? dashboard

Summary

7. QlikView Inventory Analysis

7. QlikView Inventory Analysis

Reopening the CFO dashboard

Delving into the four-quadrant layout

The good and bad of the Inventory tab

The nuts and bolts of the Inventory dashboard

Summary

8. QlikView Order Details Dashboard

8. QlikView Order Details Dashboard

Reopening the CFO dashboard

Analyzing the order details dashboard display

The nuts and bolts of the CFO dashboard order detail tab

Summary

9. QlikView Expenses Dashboard

9. QlikView Expenses Dashboard

Reopening the CFO example dashboard

Analysis of the expenses dashboard display

The nuts and bolts of the CFO dashboard expenses tab

Summary

10. Sharing Your QlikView Insights

10. Sharing Your QlikView Insights

Sharing QlikView information with business associates

Security, deployment, and technology in an enterprise application

Where to get further information

Delving into Qlik Sense

Summary

Index

Index

Chapter 1. Getting That Financial Data into QlikView

QlikView is an easy-to-use business intelligence product. It is designed to facilitate ad hoc relationship analysis but can also be used for more formal corporate performance applications for the financial user. It is designed to use a methodology of direct discovery to analyze data from multiple sources. QlikView is designed to allow you to do your own business discovery and to take you quickly out of the data management stage and into the data relationship investigation stage. Investigating relationships and outliers in financial data more quickly can lead to better management.

In this chapter, we will cover the following topics:

When do we use QlikView?
Getting ready—downloading and installing QlikView
Becoming familiar with QlikView
- Opening and examining QlikView
- Loading data from Excel
How QlikView works for analysis—finding the out of balance
Modifying the load script
- Loading more than one spreadsheet
- Automatically linking data

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