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

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