MAKING SENSE WITH QLIK SENSE Presented by: Robert Cooper, Jonathan Chua, & Kevin Sechowski

TABLE OF CONTENTS

• Introductions

• What is Qlik Sense?

• Loading Data

• Building Visualizations

• Using Qlik Sense

• Questions

KENWAY CONSULTING

• Founded in 2004 on the principles of being good and being truthful

• Management and IT Consulting Services Company based in Chicago, IL

• 40 employees

• Clients across industries including: Financial Services, Telecommunications, Energy, Logistics & Distribution, Healthcare, and Manufacturing

• Three main Capabilities: Project Lifecycle, Enterprise Transformation, and Information Insight

ROBERT COOPER

• Joined Kenway in 2014

• Prior to Kenway, spent 2 years with Market Strategy Group

• 2 years of Qlik experience

KEVIN SECHOWSKI

• Joined Kenway in 2006• Currently serves as Kenway’s Information Insight Capability Lead

• Formalized Kenway’s Business Intelligence Service in 2008

• Prior to Kenway, spent 5+ years with Accenture

• Active member of the Boulder BI Brain Trust (BBBT)

• 8 years of Qlik experience – QlikView Designer and Developer Certified, Qlik Sense Business Analyst and Data Architect Certified

JONATHAN CHUA

• Joined Kenway in 2013• Currently serves as Kenway’s Business Intelligence Service Lead

• Prior to Kenway, spent 2 years with Capgemini

• 5 years of Qlik experience – QlikView Designer and Developer Certified

TABLE OF CONTENTS

Introductions

• What is Qlik Sense?

• Loading Data

• Building Visualizations

• Using Qlik Sense

• Questions

INTRODUCTION TO QLIK SENSE

What Is Qlik Sense?

• Qlik Sense is a data visualization tool by Qlik, a business intelligence (BI) software company founded in 1993

• Qlik Sense builds upon the successes of another Qlik product, QlikView, to combine a powerful data processing engine with a user-friendly user interface:

• Data is stored in-memory, allowing it to be contained in one application and removing wait times from querying data sources

• Unlike other in-memory tools, Qlik Sense allows you to perform many common data operations, giving you the freedom to manipulate the data without changing the source data

• Qlik Sense can consume and connect data from multiple, disparate sources• Its new, intuitive drag-and-drop interface allows users to easily create visualizations,

enabling true self-service BI• In addition to the powerful visualizations, Qlik’s associative data model allows you to

navigate a complex data environment for accelerated data discovery

Individual user can get up and running, become a novice very quickly

COURSE STRUCTURE

Slides are a take-home job-aid

Additional context

Will be working directly within the app (installed on your workstation)

NAVIGATION – HOME PAGE

When Qlik Sense is opened for the first time, the home page will appear. The home page shows a dashboard of all of the Qlik Sense apps that are available, along with the option to create a new one.

Existing Applications

Create New App Button

Clicking on an app or on the new app button will open the app in a new tab

NAVIGATION – WITHIN AN APPLICATION

Once in the actual app, the compass button at the top left can be used to navigate to the four main views available for working in the app, as well as to navigate back to the home page:

• App Overview – the front end view of Qlik Sense where data visualizations can be created and analyzed

• Data Manager – provides a direct view into the raw data contained in each of the tables in the app

• Data Load Editor – the front end scripting component of the application. Discussed in further detail in the Loading Data section

• Data Model Viewer – a diagram of the tables loaded into the application along with how they are connected to one another

NAVIGATION – APP OVERVIEW

The remainder of the Navigation section will focus on the front end app overview section of Qlik Sense. This is the most robust section in terms of navigation, and is where the most users will spend the majority of their time performing data discovery and data analysis.

Similar to the Desktop Hub, the application overview shows tiles of each sheet of an application, with a preview of how each sheet looks. Clicking on a tile will take the user to that individual sheet.

NAVIGATION – SHEETS IN APP OVERVIEW

From within a sheet, users can navigate between adjacent sheets using the arrow buttons in the top right, or click on the drop down to see the tiled overview of sheets available to which they can navigate. New sheets can also be generated from this view.

Navigation ArrowsSheet Overview Dropdown

NAVIGATION – VISUALIZATION EDITOR

Once in an individual sheet, visualizations can be added and edited by clicking the “edit” button in the top right.

Once in the edit mode, new charts can be added by dragging one of the options on the left hand chart menu into its desired location on the sheet.

Drag & Drop

NAVIGATION – FILTERING OBJECTS

Once objects have been created, they can be interacted with by applying filters. One of the most powerful aspects of Qlik Sense is the interactive nature of data visualizations that allow users to ask questions and quickly get answers by clicking a selection.

Regardless of the type of object, it can be filtered by selecting a value and clicking the green checkmark that appears. On some objects like line charts and maps, the lasso tool can be used to select a range of values on which to filter.

Table Bar Chart Line Chart

NAVIGATION – FILTERS

Qlik Sense shows what filters have been applied in the black bar above the main sheet view.

Sometimes it is helpful to bookmark a certain combination of filters so the specific criteria selected can be easily returned to. To do that, click the bookmark icon in the top right of the sheet view.

These filters can be altered by clicking directly on the icon in the black bar, and they can be cleared by clicking the “x” next to the filter’s name.

Click “create bookmark,” give it a name, and then this specific set of filters will be reapplied each time the bookmark is activated.

NAVIGATION – EXPANDING & EXPORTING CHARTS

The Qlik Sense visualization editor lets you make charts appear as large or as small as you want on a sheet. This allows flexibility in setting up a view, but sometimes users just want to focus on one chart. To pop a chart into full screen, hover over the chart with your cursor, and click on the expand icon in the top right.

NAVIGATION – EXPANDING & EXPORTING CHARTS

Users also might want to export the raw data of a specific chart to excel, or save the chart as an image. To do this, right click on the chart, and a menu pops up:

• Take Snapshot – save image to snapshot library (more on this later)

• Open exploration menu – view chart in Qlik’s “exploration” window, this view allows you to manipulate the chart in predetermined ways

• Export as an image – export chart to a .jpeg or .png

• Export to PDF – export chart to a .pdf file

• Export data – export underlying chart data to Excel

EXPLORATION MENU

When opened, the Exploration Menu allows the user to change between Alternative Dimensions, re-order expressions, modify sorting methods, and define the color and legend settings:

NAVIGATION – STORIES

While the speed of filtering and flexibility of setting up an array of visualizations makes live presenting easy in Qlik Sense, there is also a built in feature to allow prepared presentations. The Stories feature lets users create PowerPoint-like presentations with interactive screenshots of charts. The presentation moves like a PowerPoint, but at any point a screen shot can be clicked on and it will navigate back to the app where that screen shot was taken so additional analysis can be done.

To get to the Stories interface, click on the icon in the top right:

This brings up a dashboard similar to the app and sheet overview. To get started, click “Create new story”

NAVIGATION – STORIES (CONT’D)

In Stories, pages can be added on the left, and objects on the right

Objects include text boxes, images, shapes, effects, and snapshots. By far the most powerful objects are snapshots

Snapshots

Text Box

Shapes

Effects

Images

NAVIGATION – STORIES (CONT’D)

Snapshots can be taken by clicking the camera icon in the top right of app overview, and then clicking again on an existing visualization.

Each snapshot will be stored in the snapshot library, which will be displayed when clicking on the snapshot icon in Stories. Drag a snapshot into the story to add it.

Once in a story, snapshots can be modified by clicking the snapshot icon within the object. This also serves as a link back to the original object, so during a presentation it can be used to navigate back to the app for more detail.

• To ease navigation, use tabbed browsing between app overview/data load editor/data model

• Back & forward icons move to previous or next filter selection; clear all button wipes all filters; select button shows all data fields to filter on

• Use the search icon ( ) on a table to filter on values of a similar category (e.g. ‘beef’)

NAVIGATION – ADDITIONAL TIPS & TRICKS

Click this icon to open in new tab

ASSOCIATIVE DATA MODEL

Qlik’s Data Model “Associates” fields between tables:• Associated fields are connected

by their field name• Similar to the relationship of a

Foreign Key and a Surrogate Key within a Relational Data Model

• Due to these relationships, allselections in an application impact all of the data

GREEN – WHITE – GRAY

Qlik uses the colors green, white, and gray to showcase how values are affected by selections within Qlik applications.

Green – Value was

actively chosen. You

can choose filter the

application from almost

any object on the

screen—Filters, Charts,

Graphs, etc.—simply by

clicking on a value.

White – Value

was inherently

chosen. These

are the

selections that

remain available

after taking into

account your

current

selections.

Gray – Value is

outside of the

data set. Taking

into account

your current

selections,

there is no data

under these

attributes.

FREE FORM DATA DISCOVERY

Typically Drill-Down Process – You’re limited to a single path with little to no flexibility

Division

Region

Zone Manager

Regional Sales Manager

City

FREE FORM DATA DISCOVERY

With Qlik Sense, you’re not limited to pre-defined drill paths!

GLOBAL SEARCH

To further leverage Qlik’s associative data model, users can use the Global Search feature:

This feature searches all of the fields within the data model and allows you to find and select the values. Selecting the values will activate its filter.

TABLE OF CONTENTS

Introductions

What is Qlik Sense?

• Loading Data

• Building Visualizations

• Using Qlik Sense

• Questions

LOADING DATA INTO QLIK SENSE

Excel spreadsheets and other

static files

There are several sources and processes that can be used to load data

Mapping documents are

leveraged to provide additional

details: Holidays, Average

Rates, Role Rollups, and Role

Groupings.

The data is modified in the Data

Load Editor in order to connect

the different tables. Other

calculations can be done here,

as well.

.QVD.QVD

.QVD.QVD

The Load Script can create

Qlik Data Files (QVDs)

Utilizing OLE DB, ODBC, and

other commonly used

connectors, Qlik can pull data

directly from database tables

Or load the data directly

Which are used in the tool

DATA LOAD EDITOR

When you create a new app, you will need to pull in data. This is done through Qlik’s Data Load Editor

The Data Load Editor can be reached upon starting a new application, or by using the compass navigator icon on the top left of the page:

TABBED SCRIPTING

The Data Load Editor is where users can modify the script that Qlik Sense follows to consume data.

The scripting functionality is organized by tabs. As the amount of data that is pulled in and transformed becomes more complex, it is helpful to organize different sections of the scripts in different tabs. By default, Qlik Sense starts all new apps with the Main tab which contains initial setup commands:

TABBED SCRIPTING

Qlik Sense reads the tabs from top to bottom in the Data Load:

Add new tabs by clicking the “+” icon above the tabs on the main page of the Data Load Editor

CREATING CONNECTIONS – STATIC FILES

In order to extract data, connections as to where the data is located need to be established

Qlik Sense can read a wide variety of data types from a multiple different sources. For any new source of data, the connection can be configured by clicking the “connection” button in the top right:

From there, connection properties allow Qlik Sense to located the required information

For static files (Excel Documents, CSV files, XML files, et. al.) stored in folders, the

connection tells Qlik Sense where to find the file,

which it will then read and pull into the application.

CREATING CONNECTIONS – LIVE SOURCES

For live sources (like databases accessed through ODBC or OLE DB connections), the connection lets Qlik Sense access the database directly, querying the database to extract data

Step 1: Choose Type of Database

Step 2: Enter Source Path & Credentials

Step 3: Load Database Schema, Select Specific Database, Name & Create

EXTRACTING DATA

For advanced users, or those who are familiar with their data source, Qlik Sense allows you to manually create the scripts to extract data. However, Qlik Sense also has its own data loading wizard to help identify, transform, and extract data from sources, which is much easier to do for already existing data:

• After setting up a connection, click on the “Select Data” icon ( ) below the connection

• Similar to opening a folder, this will open a view of the available files at the location you set for that connection (if it is a database connection instead of a folder, the wizard will instead insert a script to connect to the database)

• After the file has been selected, Qlik Sense provides a preview of the data

• In the example shown on the right, you identify the file format (.xlsx), whether the field names are embedded, how many rows the header is, which worksheet to use, and which fields to bring in

• A preview of the data appears at the bottom, along with the script that will be inserted

BASIC SCRIPTING – LOAD STATEMENT

Similar to a database, Qlik Sense organizes the data it loads into tables. Whether scripted freehand within the app or loaded in from a file using Qlik Sense’s wizard, the script syntax to create a table is the same. Every table loaded into Qlik Sense has several main elements, as detailed below:

• Title – The top line before the load statement is the table’s title

• LOAD / SELECT – This statement tells Qlik to begin loading data from a static source, or to run an SQL query on a database

• Field Names – These are the names of the fields from the source (e.g. column headers in Excel, field names in a database)

• From statement – Defines the data’s source

BASIC SCRIPTING – WHERE CLAUSES & FIELD NAMES

Once you understand the basics of creating a table in Qlik Sense, you will be able to quickly grasp additional methods of adding to and manipulating that data.

Many useful functions are build around the load statement shown on the previous slide. Two examples are the WHERE clause and giving aliases to field names. We’ll continue with our example table to discuss how these work:

Renaming Fields• For several reasons, you might want

to call a field something different than the name it had in the original dataset

• To rename a field, load the original field name and put “as (new field name),” after it

• Remember that field names must be one word, or contained in quotes (“”) if you need the field name to have spaces

Where Clause• Often, you only want to load a

certain subset of your data• The where clause tells Qlik Sense to

only load the data in the preceding table where a case is true

• In the example here, the where clause says only load data where Field4 is equal to “Manager”

• Note that this references the field name of the original data

JOINS / CONCATENATES

Another way to link data is to join it to the same table. This is where Qlik Sense’s join comes in – instead of starting a new table with one shared field, a join can be scripted to add new fields to an existing table A left join keeps all of the data on the original (“left hand”) table, and adds data in the new fields where both the old and the new

data have the same value for the shared field

A right join does the opposite – all data in the new fields are kept, while data in the old data is kept where shared

An inner join only keeps data from both sets of fields where the values in the shared fields are the same

An outer join keeps all values from both tables

If two sets of data share the same set of fields, data from one source can be appended to another via the concatenate function

Extract 1

Extract 2

Resulting Table

AGGREGATION

While data values can be calculated on the front end of Qlik Sense in charts and graphs, new fields can also be created in the script that aggregate from the source data

The syntax for creating these fields is similar to renaming a field from the source data –function(FieldName) as NewFieldName

Some common functions are:

Sum() – takes the sum of the field

Count() – counts the number of records in the field

Avg() – takes the average value of the field

Min() – finds the minimum value of the field

Max() – finds the maximum value of the field

When using aggregation functions in the script, a GROUP BY aggregation field(s) clause is needed at the end of the load function so Qlik Sense knows over which fields to aggregate the data

AGGREGATION EXAMPLE

The group by clause must include all “dimensions” in the table – in other words, every field that is not an aggregated value is put into the group by statement

Note that the field names are the original names from the data source, not the new names that will show up in the final table

RESIDENT TABLES

As has been alluded to in previous slides, in addition to loading data directly from data sources, QlikSense can create new tables by loading data that has already been pulled into the application

This is called a Resident Load. Resident Loads can be useful to perform additional calculations or manipulations on already loaded data (like the aforementioned aggregations) or to bring together data from different sources

The syntax for a Resident Load is the same as a normal load except for the “FROM” statement –instead of telling Qlik Sense to load from a table, the user tells it load from a “Resident” and then the table name:

Depending on the purpose of the Resident Load, it is often useful to drop the old table once the new one has been created

NOTE: In some instances, it is less beneficial to load data from a Resident Table. For example, QVD files are loaded faster directly. However, you cannot perform ORDER operations on QVD files, so a Resident Load is required.

MAKING QVDS

QVDs are Qlik specific data files. They allow the application to run more efficiency as the data is compressed and easily processed by Qlik Sense. Any table loaded into Qlik Sense can then be then stored in a QVD and loaded the same way as other local files.

WHY USE QVDS?

Qlik’s associative data model enables faster loading than many other alternative data loaders, but can still be a lengthy process when dealing with vast amounts of data. For example, Qlik can only load data from a database as fast the data can be read (i.e. the data loading takes as long as producing the full results set)

To improve the load time, Qlik utilizes a custom type of file called a “QVD” QVDs are compressed data files that can be created within the Data Load Editor of a

Qlik Sense app and saved like any other file. Qlik Sense can read these files 10-100 times faster than other types of data files. This is because data is compressed similarly to a columnar database—unique values are only stored one, taking up significantly less memory

One of the best uses for QVDs is when regular queries must be run against a database (such as a nightly refresh scenario). In that case, it is helpful to create one Qlik Sense app that runs the query and saves the loaded data into QVD files, and then a second Qlik Sense app that will analyze the data and create visualizations. If the data is static from day-to-day (e.g. yesterday’s data will not change today), you can store the full dataset in a QVD and speed up the load process by only loading incremental changes. That way, the QVD loader can be run each night, and the Analysis app can be refreshed

once the QVDs are created.

DEBUGGER

Qlik Sense’s built in debugger helps to review the script for errors before a data load is attempted

The debugger is activated by clicking on the icon in the top right corner

The debugger shows three views: Output – the output of the script being run, which is the same as the output of a normal data load

Variables – any variables created in the script

Breakpoints – any place in the script that caused the data load to break

The debugger runs when the user hits the play button. This performs a “safe” data load that the user can monitor for issues

The debugger also provides the option to limit the data load to a certain number of rows per table so as to identify issues more quickly, without having to wait to load all of the data at each step

HELPFUL TOOLS

The menu of icons at the top of the scripting window offer a series of tools to help in loading data

Search Function ( ) – The search function offers users a quick way to find certain text within the script, either in one tab or in the entire application. It also offers a convenient find & replace function

Comment function ( ) – The comment button allows multiple rows to be commented or uncommented at the same time. By highlighting rows and clicking this button, users can comment them out (make them invisible to the data load) or uncomment them

Indent functions ( ) – Similar to the comment function, users can highlight rows and click an indent button to tab the rows over to the right or left. This is convenient for organizing long scripts

Help mode ( ) – Users can activate help mode, which will link every Qlik Sense command (text in blue) to its relevant page in the Qlik Sense help guide

DATA MODEL PITFALLS

As discussed in the previous section, Qlik will automatically link fields in different tables with the same name. So a general best practice is to keep field names in a table unique to that table unless deliberately trying to create a link. Doing this helps to avoid several common issues: Synthetic Keys – when two tables are auto-linked by more than one field, Qlik creates a new table bridging the two and combines the linked fields into one “synthetic” key

Circular References – if connections between multiple tables travel in a loop, it creates an issue in the data model.

For example, if Table A connects to both Tables B and C, but B and C also share a separate connection, the result is a loop (circular reference) around all three tables.

To avoid Synthetic Keys and Circular References, give field names aliases based upon their intended use.

KEY DATA LOADING FUNCTIONS

In order to aid when more complex data needs arise, here are some key data loading functions, for your reference:

“Let VariableName = “ – Sets a variable based on a function

“Set VariableName = “ – Sets a variable based on a fixed value

“IF… ENDIF” – Set a condition, can be used to conditionally load a set or conditionally set a variable based on other factors

“LEFT JOIN, OUTER JOIN, JOIN” – Works like SQL joins

“DROP TABLE” – Drops a table, useful when building QVDs or using temporary tables

“ROWNO()” – Returns the row number, can be used to develop keys

“CONCATENATE” – Add a full load set onto another

“NOCONCATENATE” – Do not allow the data to concatenate with existing data

LOAD INLINE – Hard codes data in manually. Syntax is:

TABLE_NAME:

LOAD * INLINE [

FIELD_1, FIELD_2, FIELD_3

FIELD_1 Value, FIELD_2 VALUE, FIELD_3 VALUE

FIELD_1 Value, FIELD_2 VALUE, FIELD_3 VALUE

];

APPENDIX 2 – KEY DATA LOADING FUNCTIONS CONT’D

Date Functions: MONTH(), YEAR(), WEEK(), MONTHNAME(), DATE(), DATESTART(), WEEKSTART(), et al.

These allow you to format dates to summarize them at different levels

String Manipulation: UPPER(), LOWER(), RIGHT(), LEFT(), NUM(), et al. These allow you to change the format of values or only pull certain parts

Aggregation Functions: MAX(), MIN(), MAXSTRING(), MINSTRING(), SUM(), et al. Aggregate data based on certain factors

Note: These require a GROUP BY function for fields not being aggregated

If Statements Choose the value to show based on certain conditions

Ex: IF(Field1 = “x”, Field2, 0) If Field 1 = x, then uses the value from Field2, otherwise, enters 0

ORDER BY Choose how to order the data

Alias: AS An AS statement allows you to rename a field

This is especially useful when you use an above function, it will make the field a more user friendly name

There are many other functions, please contact me (robert.cooper@kenwayconsulting.com) or consult the Qlik Community (http://community.qlik.com/welcome) if you run into a task you believe can be accomplished in the script, but do not know the syntax to do it, chances are, someone else has had the same problem!

http://community.qlik.com/welcome

TABLE OF CONTENTS

Introductions

What is Qlik Sense?

Loading Data

• Building Visualizations

• Using Qlik Sense

• Questions

VISUALIZATIONS

As mentioned in the navigation section, visualizations can be added to the App Overview by clicking “edit” and then dragging one of the visualizations from the left hand tool bar into the main page. Qlik Sense offers the following types of visualizations:

• Bar charts & Line charts

• Scatter Plot

• KPIs & Gauges

• Filters

• Pivot tables

• Distribution (Pie, Tree Map)

• Maps

VISUALIZATIONS – THE BASICS

To customize a visualization, select it in edit mode, and use the right hand toolbar to make adjustments. Options change by chart type but are generally broken down into:

• Data – which data fields to display. Generally dimensions are used for the independent axis, and measures are plotted on the dependent axis.

• Sorting – how the data values on the independent axis should be sorted. Can be by measure or dimension, numeric value or alphabetical.

• Add-Ons – Depending on the chart, additional customization

• Appearance – Enables the formatting of color, axes, legends, labels, etc. Varies by chart but this is the section where you would insert the expression to color-code data points or flip the y-axis to the right hand side of the chart.

VISUALIZATIONS – BAR & LINE CHARTS

Data can be displayed in a bar chart, line chart, or a combination

• When the chart is selected, the “data” section on the right lets you choose which dimensions to plot on the axis and which measures to calculate for the bars/lines

• To switch between bar, line, and combo charts, drag the other type of chart on top of the existing visual and select “convert to”

• Change the orientation of the chart in the “appearance” tab on the right

Bar Chart Line Chart Combo Chart

VISUALIZATIONS – SCATTER PLOTS

Data points can be plotted on a scatter plot

• When the chart is selected, the “data” section on the right lets you choose which dimension to use; for scatter plots, the dimension is an individual dot

• The first measure is displayed on the x-axis axis, while the second measure is displayed on the y-axis; the (optional) third measure defines the size of the dot

VISUALIZATIONS – GAUGES & KPIS

Key values can be displayed on a KPI or a Gauge

• KPIs (Key Performance Indicators) show one measure in bold numbers

• The size and format of the number being displayed can be adjusted, just like values on a table

• Gauges show where a measure lies on a range from a minimum to maximum value

• Gauges can be displayed as radial or a straight bar, and the min/max range and the limits of each segment can be customized

Gauge KPI

VISUALIZATIONS – FILTERS

Add filters to a page for easy reference

• While any table/chart in Qlik Sense can be filtered by clicking on the data being displayed, it is often useful to add a specific filter object for quick reference or to enable filtering on a dimension not displayed in a chart

• The filter object displays box that can be clicked on to display possible values to filter

• By default it displays the name of the underlying dimension; a different label can be used

Filters above a bar chart

VISUALIZATIONS – PIVOT TABLE

Data can be arranged in pivot tables to enable drill-down views

• Just like in Excel, data can be put into a pivot table so it can be drilled into

• Dimensions can be ordered into rows, while multiple measures can be added as columns

• Each dimension can be expanded by clicking the “+” icon

VISUALIZATIONS – DISTRIBUTIONS

Dimension breakdowns can be illustrated by pie charts or treemaps

• Pie charts in Qlik Sense work like you would expect – it shows how much of each segment comprises the whole picture in a pie-shaped visual

• Pie charts can be displayed as a solid “pie” or as a ringed “donut’

• Treemaps work similarly, but can show an additional level of detail by displaying differences in color as well as size

Pie Chart Treemap

CUSTOM VISUALIZATIONS

Qlik Sense has exposed a set of APIs and SDKs that allow users to create their own objects in Qlik Sense.

Pre-made Qlik Sense add-ons are available on the Qlik Market at http://market.qlik.com/

http://market.qlik.com/

CUSTOM VISUALIZATIONS (CONT’D)

These new objects can be incorporated into Qlik Sense dashboards the same way as the aforementioned objects!

The featured product here is called Narratives for Qlik by Narrative Science, more information on them is in the Appendix.

SET ANALYSIS

Aggregation functions normally aggregate over the set of possible records defined by the current selection:

Sum(SALES)

But an alternative set of records can be defined by a set expression:

Sum({$}SALES)

In a nutshell:

Conceptually similar to a filter selection

Provides a method of defining groups (sets) of information that are independent of current selections

Must be used in an aggregation function

Always begin and end with curly brackets { }

Additional Information is available in the Appendix

SET ANALYSIS (CONT’D)

The syntax is broken down into 3 categories: Identifiers

Modifiers

Operators

Identifier Values: 1: Full set of data

$: Records based on current selection

Bookmark01: Records based on the selections saved in the bookmark named “Bookmark01”

Identifier Examples Sum({1} Sales) -> Returns total of all Sales, ignoring any filters

Sum({$} Sales) -> Returns total of all Sales, based on any filters

Operator Values +: Union -> Returns the set of all records that belong to the unioned sets

-: Exclusion -> Returns the set of records that do not belong to the identified set

*: Intersection -> Returns the set of records that belong to both sets

/: Symmetric Difference: Returns the set of records that belong to either, but not both

Operator Examples Sum({1 - $}Quantity) -> Returns the total quantity for everything excluded by current filters

Sum({Bookmark01 * $}Quantity) -> Returns the total Quantity for the intersection between current filters and those in Bookmark01

Sum({ - ($ + Bookmark01)}Quantity) -> Returns the total Quantity excluded by the current filters and Bookmark01

SET ANALYSIS (CONT’D)

Modifier: A set can be modified by additional or changed selections

The modifier exists of one or several field names, each followed by selections that can be made in the field

Modifiers begin and end with angle brackets < >

Modifier Examples Sum({$}Cost) -> Total Cost per the current filters where the Region

value is East

Sum({1}Cost) -> Total Cost ignoring the current filters where the Region value is East

Sum({$}Cost) -> Total Cost err the current filters where the filter on Channel is removed / ignored

Sum({$}Cost) -> Total Cost per the current filters where the Channel begins with Online.

TABLE OF CONTENTS

Introductions

What is Qlik Sense?

Loading Data

Building Visualizations

• Using Qlik Sense

• Questions

USING QLIK SENSE

• To learn more about Qlik Sense, or to download Qlik Sense to use today, visit their site: http://www.qlik.com/products/qlik-sense

• There are two (2) versions that you can use for free:• Qlik Sense Desktop

• Installed directly to your desktop

• Able to share files by sharing the Qlik Sense document

• Full functionality

• Qlik Sense Cloud

• Hosted Version

• Freemium pricing model—Full functionality and can share documents with 5 users, but limited to 25 MB applications and a maximum storage amount of 250 MB

• For Enterprise implementations, there is also the Qlik Sense Enterprise version:• Allows you to share applications across the organization

• Token based licensing system

• Deployed via a server, allowing access through a web browser or mobile device

• Allows organizations to customize security, governance, refresh scheduling, etc.—applications can be built once and deployed

http://www.qlik.com/products/qlik-sense

TABLE OF CONTENTS

Introductions

What is Qlik Sense?

Loading Data

Building Visualizations

Using Qlik Sense

• Questions

Jon ChuaBusiness Intelligence Service Leadjonathan.chua@kenwayconsulting.com847.651.0180

Kevin SechowskiInformation Insight Capability Leadkevin.sechowski@kenwayconsulting.com773.758.1487

PRESENTER INFORMATION

Robert CooperManagement Consultantrobert.cooper@kenwayconsulting.com630.297.6562

To learn more about Kenway Consulting, visit us at www.kenwayconsulting.com

mailto:jonathan.chua@kenwayconsulting.commailto:daniel.hibel@kenwayconsulting.commailto:jonathan.chua@kenwayconsulting.comhttp://www.kenwayconsulting.com/

APPENDIX – NARRATIVES FOR QLIK

Narratives for Qlik is an extension for Qlik Sense that automatically generates intuitive and dynamic narratives to accompany your visualizations, explaining what is most interesting and important from your charts and graphs, thereby accelerating time to insight.

For more information on Narratives for Qlik and Narrative Science in general, visit their website here: https://www.narrativescience.com/qlik

Download Narratives for Qlik here: http://market.qlik.com/narratives-for-qlik.html

Intelligent Surface the hidden insights within your

visualization and accelerate time to understanding.

Intuitive Identify relationships in data not obvious

in your visualization alone, reduce the

hypothesis phase and expedite decision-making.

Insightful Generate dynamic narratives as you

interact with your visualization, gaining real-time insights.

The premise of on-the-fly narratives imbedded

within these types of visuals, I believe, is a game

changer. Having an 'analyst on your shoulder' is

what we all need to complement the

understanding of ever increasing complex data.

- Business Analyst at a leading biopharmaceutical company speaking

about Narratives for Qlik

“

“

Accelerates insight

discovery

Improves line of business decision-making

Facilitates collaboration & communication

https://www.narrativescience.com/qlikhttp://market.qlik.com/narratives-for-qlik.html