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

Improving the sales analysis dashboard


Instead of spreading out our data to the point where we have information overload, perhaps we could remove a few objects and produce a better dashboard? I experimented by saving Executive Dashboard under a new name. Then, I made a copy of the Sales Analysis dashboard and started editing.

Note

To make a copy of a sheet, right-click on the sheet that you want to copy in a vacant area and choose Copy Sheet.

When I finished, my new sheet, Copy of Sales Analysis, looked like the following screenshot:

Figure 5-7: The new version of Sales Analysis sheet of the Executive dashboard

I chose to move the Customer Profitability table to its own tab because, although it is related to Sales, it is really a separate investigation and thought process. Either graph is acceptable, but I chose to keep Rolling Average Sales to Margin since it does show the year and month for the data represented. I moved the multi box group to the side, where the titles are not hidden. If we...