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QlikView User Guide LNL2013 0511

QlikView User Guide

Liberty National

Combined Minimum Standards Dashboard Instruction Guide

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QlikView User Guide LNL2013 0511

Contents I. How to Install the Minimum Standards Dashboard

II. How to Navigate QlikView

III. Available Filter Options

IV. Sample Minimum Standards Query

V. How to Export Data to Excel

**Note: The names and production data featured in this document are fictional for the purposes of training.

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QlikView User Guide LNL2013 0511

I. How to Install the Minimum Standards Dashboard

• Go to the Agent Services website through www.libertynational.com

• Click on the QlikView Reports link under Online Information

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QlikView User Guide LNL2013 0511

Logging in to QlikView

• Log in to QlikView using the LNL prefix, backslash (\), BM, and your three digit Branch Number (See

below).

• Your password is the same one you use to log into your Branch Manager e-mail.

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QlikView User Guide LNL2013 0511

QlikView AccessPoint will appear. Save this page to your Favorites in your Internet browser.

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QlikView User Guide LNL2013 0511

Saving QlikView to Your Favorites

Step 1 : Click on the Favorites button and select Add to Favorites

Step 2 : Name the link and click Add

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QlikView User Guide LNL2013 0511

Using QlikView for the First Time

You must download the IE Plugin the first time you use QlikView. Double-click on the Download IE Plugin link.

Double-click on this link

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QlikView User Guide LNL2013 0511

Downloading the IE Plugin

Step 2 : Click Run Step 1 : Click Run

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QlikView User Guide LNL2013 0511

Step 3 : Click Next Step 4 : Click on your country and click Next

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QlikView User Guide LNL2013 0511

Step 5 : Click I Accept and click Next

Step 6 : Type in your name and Liberty National. Click Next

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QlikView User Guide LNL2013 0511

Step 7 : Click Next to save under Program Files

Step 8 : Click Next

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QlikView User Guide LNL2013 0511

Step 9 : Click Install Step 10 : Click Finish

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QlikView User Guide LNL2013 0511

Step 11 : Close your Internet browser at this time and reopen. Go back to QlikView Access Point through the link on Agent Services. You must do this during the install so the updates are registered in QlikView.

Step 12 : Right-click on the yellow warning bar and Run the add-on program.

**You only have to do steps 11 and 12 once.

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QlikView User Guide LNL2013 0511

Now you’re ready to use the QlikView system. Make sure that IE Plugin is selected for My preferred client. Open the Branch_Minimum_Standards_Dashboard by double-clicking on the icon.

Double-click on the icon

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QlikView User Guide LNL2013 0511

The Minimum Standards Dashboard will appear.

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QlikView User Guide LNL2013 0511

II. How to Navigate QlikView

Click Clear before each

new search to remove

previous data.

Report Week lists the available reports for you to view. The dates listed in the box represent the Friday cut-off date of the

13-week period.

Click UnDo to remove the

last filter you selected.

The Filters allow you to

customize your own report by

removing unwanted data.

The Branch Manager, Unit Manager, and

Agents tables list who is and isn’t featured in the

report.

The Last Loaded date shows when

the system was last updated.

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QlikView User Guide LNL2013 0511

III. Available Filter Options

Filter Options • Company Source: Liberty business, UA business, or

Liberty Med-Supp business (automatically selected unless your Branch does more than one. Then, it will default to all available sources.)

• LNL Branch Office #: Your Branch number (automatically selected)

• UA Branch Office #: Old UA Branch number (automatically selected)

• Branch Type: Traditional Liberty or Conversion (automatically selected)

• Branch Name: Name of your Branch (automatically selected)

• Branch Status: Active or Closed (automatically selected)

• Senior VP: Libnat or Torchmarkcorp (automatically selected)

• Region: Two digit region number (automatically selected)

• Director: Current Director (automatically selected) • FYA/RYA: First year Agent or Renewal year Agent

(Will default to include both) • Active/Terminated: Will default to include both

unless one is selected

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QlikView User Guide LNL2013 0511

Selecting Filters

Click on the arrows to select filters.

The filters selected here are:

FYA

A (Active)

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QlikView User Guide LNL2013 0511

The Current Selections tab is underneath the Filters tab. Double-click on the Current Selections tab to view. This tab shows what information will be included in the report.

In this example, we have selected report week is 4/1/2011, First year Agents, and Active Agents to be featured in this report.

Report Week 4/1/2011

First Year Agents

Active Agents

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QlikView User Guide LNL2013 0511

IV. Sample Minimum Standards Query

Agent Table: Reflects production by week

for each Agent in the Branch

Branch Manager Table: Reflects your production by week

Unit Manager Table: Reflects production

by week for each Unit Manager in the

Branch

Shows only the Branch Manager

Table

Shows only the Unit Manager

Table

Shows only the Agent Table

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QlikView User Guide LNL2013 0511

When an Agent, Unit Manager, or Branch

Manager’s 4 week average is less than the 13 week average, the name will

appear in Red.

T = Terminated M = Moved to another

Branch

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QlikView User Guide LNL2013 0511

Branch Summary Tab Unit Manager Summary Tab

Note: The filters you select under the Minimum Standards tab will carry over into the other tabs.

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QlikView User Guide LNL2013 0511

Agent Summary Tab

For the Agent Summary, the FYA or RYA is reflected along with the Hire Date and Current Status (active versus terminated). Also listed is the number of weeks used in the 13-week average calculations. If an Agent’s first production was four weeks ago, the number of weeks will be four. If the Agent’s first production was over 13 weeks ago, ‘13’ will remain in the column since we are calculating a 13-week average.

Let’s look at Angela Roberts for example. She is a Renewal year Agent. She was hired on 7/21/86. Angela is an Active Agent. The report shows it has been 13 weeks since her first week of production. Angela reached the thirteenth week of production years ago, yet the report will continue to show ‘13’ while Angela is listed in the report.

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QlikView User Guide LNL2013 0511

V. How to Export Data to Excel

Once you have the report the way you want it, you can export the data to Excel.

Click on the XL icon in the top right-hand corner of the table. An Excel spreadsheet will automatically open up.

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QlikView User Guide LNL2013 0511

Note the file will be named something assigned by QlikView. To rename the file in Excel, go to file and click Save As. Give the file a name you will remember for future reference.

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