Book Image

Qlik Sense Cookbook. - Second Edition

By : Pablo Labbe, Philip Hand, Neeraj Kharpate
Book Image

Qlik Sense Cookbook. - Second Edition

By: Pablo Labbe, Philip Hand, Neeraj Kharpate

Overview of this book

Qlik Sense allows you to explore simple and complex data to reveal hidden insight and data relationships that help you make quality decisions for overall productivity. An expert Qlik Sense user can use its features for business intelligence in an enterprise environment effectively. Qlik Sense Cookbook is an excellent guide for all aspiring Qlik Sense developers and will empower you to create featured desktop applications to obtain daily insights at work. This book takes you through the basics and advanced functions of Qlik Sense February 2018 release. You’ll start with a quick refresher on obtaining data from data files and databases, and move on to some more refined features including visualization, and scripting, as well as managing apps and user interfaces. You will then understand how to work with advanced functions like set analysis and set expressions. As you make your way through this book, you will uncover newly added features in Qlik Sense such as new visualizations, label expressions and colors for dimension and measures. By the end of this book, you will have explored various visualization extensions to create your own interactive dashboard with the required tips and tricks. This will help you overcome challenging situations while developing your applications in Qlik Sense.
Table of Contents (16 chapters)
Title Page
Copyright and Credits
Packt Upsell

Using the Peek() function to create a trial balance sheet

A trial balance sheet captures the activity across different accounts of a company with regard to the opening and closing balances. The following recipe focuses on the creation of a trial balance sheet in Qlik Sense.

Getting ready

The recipe will make use of the Trial Balance.xlsx file, which can be downloaded from the Packt Publishing website. Store the file on your system at the following location: C:/QlikSense.

How to do it…

  1. Create a folder connection to the Trial Balance.xlsx file. Name it QlikSenseCookBook _TB.
  2. Load the data from the TrialBalance.xlsx file in the Qlik Sense file. We need to make use of the cross-table functionality to load the data in a proper format:
Let vMaxMonth=Max(Month); 
CrossTable(Month, Amount, 4) 
LOAD [Company Number], 
  [Account Number],