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  • Book Overview & Buying Qlikview for Finance
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Qlikview for Finance

Qlikview for Finance

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Qlikview for Finance

Qlikview for Finance

3 (2)
Buy this Book

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 (12 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
Lock Free Chapter
1
1. Getting That Financial Data into QlikView
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1. Getting That Financial Data into QlikView
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When do we use QlikView?
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Downloading and installing QlikView
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Becoming familiar with QlikView
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How QlikView works for analysis – finding the out of balance
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Adding more data – modifying the load script
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Summary
2
2. QlikView Dashboard Financial KPIs
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2. QlikView Dashboard Financial KPIs
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What are key performance indicators?
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Display sales as a KPI
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Common size income statement
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Summary
3
3. KPIs in the Financial Officer QlikView Dashboard
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3. KPIs in the Financial Officer QlikView Dashboard
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Opening the example CFO dashboard
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The KPIs tab in a nutshell
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Summary
4
4. QlikView Asset Management with Multiple Data Sources
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4. QlikView Asset Management with Multiple Data Sources
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Assets under management (financial investments)
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Fixed asset management
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Adding data sources
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Summary
5
5. QlikView Sales Analysis
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5. QlikView Sales Analysis
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Reopening the example CFO dashboard
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The sales analysis tab in a nutshell
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The nuts and bolts of the sales analysis dashboard
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Improving the sales analysis dashboard
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Summary
6
6. QlikView Forecasting and Trends
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6. QlikView Forecasting and Trends
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Reopening the example CFO dashboard
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Trend and forecast lines in charts
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The nuts and bolts of the trending dashboard
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The nuts and bolts of the What If? dashboard
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Summary
7
7. QlikView Inventory Analysis
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7. QlikView Inventory Analysis
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Reopening the CFO dashboard
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Delving into the four-quadrant layout
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The good and bad of the Inventory tab
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The nuts and bolts of the Inventory dashboard
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Summary
8
8. QlikView Order Details Dashboard
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8. QlikView Order Details Dashboard
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Reopening the CFO dashboard
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Analyzing the order details dashboard display
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The nuts and bolts of the CFO dashboard order detail tab
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Summary
9
9. QlikView Expenses Dashboard
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9. QlikView Expenses Dashboard
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Reopening the CFO example dashboard
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Analysis of the expenses dashboard display
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The nuts and bolts of the CFO dashboard expenses tab
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Summary
10
10. Sharing Your QlikView Insights
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10. Sharing Your QlikView Insights
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Sharing QlikView information with business associates
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Security, deployment, and technology in an enterprise application
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Where to get further information
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Delving into Qlik Sense
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Summary
11
Index
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Index

Chapter 2. QlikView Dashboard Financial KPIs

There are literally thousands of key performance indicators on http://www.kpilibrary.com. Many are the same, or very similar, formulas with different names, and every business concern's CEO and CFO have their own measure that helps them measure business performance in a way that is meaningful to them.

In this chapter, you will learn about the following concepts:

  • What are key performance indicators (KPIs)?
    • Display sales as a KPI
    • Our first thermometer-type gauge
  • What are the three most common financial KPIs?
    • How to create and display the KPIs: Return on Investment (ROI), Return on Assets (ROA) and Return on Expenses (ROE) in a QlikView dashboard
    • Set expressions
    • Gauge displays
  • How to use QlikView to extend your revenue ratio reporting
    • List Box sheet objects vs charts
  • Common size income statement
CONTINUE READING
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Qlikview for Finance
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