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 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