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

Assets under management (financial investments)


Open the QlikView Asset Management example dashboard located at

http://eu-a.demo.qlik.com/QvAJAXZfc/opendoc.htm?document=qvdocs%2FAsset%20Management.qvw&host=demo11&anonymous=true

The first tab, Intro, of the QlikView Asset Management dashboard will look similar to the following screenshot:

Figure 4-1: Asset Management dashboard

As we can see in the first tab, the most important thing about an Assets Under Management (financial investment assets) dashboard is obtaining data from multiple sources. In this dashboard, we have the data that we entered, such as the Excel spreadsheets we uploaded or data that we input inline. Additionally, we have data from web sources, such as Imagine, Bloomberg, Advent, Factset, RiskMetricsGroup, and Princeton. Notice that the green lines with dots document the source attribution, with the different sections of the picture of the dashboard located on the next tab, the Dashboard tab.

This is a server-based...