Beginners guide to learning Qlik Sense – Part 5

by | Dec 7, 2017

Welcome to part 5 of this series. Here we start Qlik’s module 4 which will cover the App Development and Visualisation side of Qlik; the fun side. The introduction blogs before this were – Part 1Part 2; Part 3; and Part 4.
The resources I am going to use for my self paced lessons are – 15x Qlik App Development and Visualisation videos (2hr) + Allowance for notes and follow along = 4hr of time. An overview of these 9 videos is below:

Video 1: Qlik Sense Desktop – Create Your First Visualization

The module reiterates, and strengthens some of the information we learned in the first, introduction module. This video dives a lot deeper into how you would develop a dashboard with a simple KPI using simple visuals for metric comparisons, total sales by location, top 10 locations compared to other locations, and indicators for defined targets.
Covered: Simple metric comparisons, Total sales by location, Comparing top 10s against data, Defined targets, Coloring graphs, Horizontal bar charts.


Video 2: Qlik Sense – Creating a Map Visualization

This video covers a visualization that we haven’t used before; the map visualization. Map visualizations can be very powerful tools for displaying information, but they can also be quite difficult to use. Thankfully the map tool in Qlik is easy to use because of the data profiling engine. This means we can simply have data entries of cities or countries and Qlik will recognize it as geographical data. You can see what data has been geographically profiled by the little globe icon displayed with the field name.
Covered: Geographic Data Profiling, Map Visualizations, Poly maps and Point maps


Video 3: Qlik Sense 3.1 – Understanding Geographic Data Profiling

Creating a geographic visualisation can be difficult, especially when you don’t have the right data. This video shows you how to load and identify geoanalytical data for map visualisations.
Covered: Data profiling, Geographic data, KML, Maps


Video 4: Creating master items – Qlik Sense

When working on an open source apps, you may want to reuse or share certain components. For this we can use master items. Essentially, a master item is a single component that gets referenced and embedded. This means when you change something on the master item, it also changes on the referenced copy. If you want to make a change to the copy but not the master, you can unlink it and it will no longer mirror the master copy.
Covered: Create master measures and dimensions, Create master items with aggregation functions, Edit expressions in master dimensions and measures, create master visualizations.

Video 5: Qlik Sense Desktop – Drill-down Group Dimension

A quick video explaining drill downs and how to define drill-down groups on a dimension.
Covered: Configuring drill down behavior, Drill down bread crumbs


Video 6: Qlik Sense – Using Dimension Limitations

This video shows us how to add limitations to graphs and charts. This is useful for showing only data the meets or fails a certain requirement.
Covered: Dimension limitation, Fixed number limitation, Exact value limitation, Relative value limitation


Video 7: Qlik Sense Desktop – Dimension Grouping

In this video we learn how to add dimension groups to our data from the visualization editor. This is a useful tool for when you only want a temporary grouping and dont want to effect the data by using the data load editor.
Covered: Dimension Grouping


Video 8: Beginners’ Introduction to Set Analysis – QlikSense and QlikView

A basic introduction into a difficult looking function of Qlik. In this video we learn what Sum({$<Year={“2015”}>}Sales) means, and how we can create similar functions. To me it seems a bit like a SELECT FROM WHERE clause from SQL but rearranged to look like WHERE({SELECT$<{}>}FROM.
Covered: Set analysis, SA Identifier (1, $, 1-$)


Video 9: Set Analysis – Part 2 – Cool Stuff You Can Do: QlikSense and QlikView

Building on the last video, we have a look at some more complex features in set analysis. One of the most useful features is called $expansion or dollar expansion. This is a way of using chart functions in set analysis (e.g. todays date) by  adding $<Year={“$(=ChartFunction())”}>. Other useful bits of information are what the different special characters mean e.g. ” ” = Search, ‘ ‘ = literal, * = Wild card, -= = not equal.
Covered: Set analysis Hardcoded lists, Set analysis searches, Set analysis wildcard, Set analysis comparison operators Variables in set analysis, $expansion, chart functions


Video 10: Qlik Sense – Using the KPI Object

This video focuses on using the KPI object. This might sound too simple for a video, but the KPI has a lot of additional functionality around it.
Covered: API’s against multiple targets


Video 11: Qlik Sense – Using the Pivot Table Object

Sometimes you need to display your data more accurately than you can achieve with a visualization. The reflexive answer to this is a table, but then you lose the convenience and usability of a visualization. This is where pivot tables come in. It’s a table, but get this… It pivots! A pivot table allows you to manage, filter, and display data on various levels while maintaining precise data values. This video is a quick example of how you can make and use a pivot table.
Covered: Pivot table


Video 12: Understanding the Master Calendar – QlikSense and QlikView

The Qlik Master Calendar allows you to maintain a consistent calendar when displaying your data.
Covered: Master Calendar


Video 13: The Power of Qlik Script – Reshaping Data using Crosstable

This video demonstrates how we can flatten a pivot table using Qlik scripts. If you are unfamiliar with pivot tables, please see video 11.
Covered: Crosstables, Flatten Data, Pivot Data


Video 14: The Power of Qlik Script – Reshaping Data – Part 2

A closer look at pivot tables but with a bit more scripting. Some useful functions are demonstrated including Month(datefield) which retrieves the month value from a date field and ‘&’ which concatenates two fields.
Covered: Retrieve Month, Year, Day etc. from datestring, Create new columns with script, Concatenate fields


Video 15: The Power of Qlik Script – Reshaping Data – Part 3

The final part to our scripting series, this video looks at load efficiency. Instead of loading the same data multiple times, learn how to reference data that has already been loaded.
Covered: Data load efficiency

So that’s the end of the Qlik Beginners Guide. We have covered a fair bit of ground again, so it’s time for a final sanity check. What have we covered?
If you’ve found this helpful, the previous 4 parts are available below, here is a reminder of what we have learned so far:

  • Simple metric comparisons (video 1)
  • Total sales by location (video 1)
  • Comparing top 10s against data (video 1)
  • Defined targets (video 1)
  • Coloring graphs (video 1)
  • Horizontal bar charts (video 1)
  • Geographic data profiling (video 2)
  • Map visualisations (video 2)
  • Poly maps and point maps (video 2)
  • Data profiling (video 3)
  • More geographic data profiling (video 3)
  • KML (video 3)
  • Maps (video 3)
  • Creating master measures and dimensions (video 4)
  • Creating master items with aggregation functions (video 4)
  • Edit expressions in master dimensions and measures (video 4)
  • Create master visualisations (video 4)
  • Configuring drill down behavior (video 5)
  • Drill down bread crumbs (video 5)
  • Dimension limitation (video 6)
  • Fixed number limitation (video 6)
  • Exact value limitation (video 6)
  • Relative value limitation (video 6)
  • Dimension grouping (video 7)
  • Set analysis (video 8)
  • Set analysis identifiers (video 8)
  • Set analysis hardcoded lists (video 9)
  • Set analysis searches (video 9)
  • Set analysis wildcard (video 9)
  • Set analysis comparison operators (video 9)
  • Variables in set analysis (video 9)
  • $expansion (video 9)
  • Chart functions (video 9)
  • API’s against multiple targets (video 10)
  • Pivot table (video 11)
  • Master calendar (video 12)
  • Crosstables (video 13)
  • Flatten Data (video 13)
  • Pivot Data (video 13)
  • Retrieve Month, Year, Day etc. from datestring (video 14)
  • Create new columns with script (video 14)
  • Concatenate fields (video 14)
  • Data load efficiency (video 15)

Beginners guide to learning Qlik Sense – Part 1

  • Know the difference between Dimensions and Measures (resource 1)
  • Know what each of the menus to the left of the edit screen do (video 1)
  • Add data to our Apps (video 1, 3)
  • Creating Apps, Sheets and Visualisations (video 1, 3, 5)
  • Bucketing data (video 2, 4)
  • Create calculated fields (video 2, 4)
  • Simple edit data before load (video 3, 4)
  • Style our Apps. Title, logo, name, colour etc. (video 4)
  • Add alternative Measures and Dimensions (video 4)
  • Form data associations (video 4)
  • Create reference lines (video 4)
  • Search visualizations (video 5)
  • Convert Graphs (Video 5)
  • Create Master Items (video 5)
  • Style our visualizations layout (video 5)
  • Use Data Storytelling (video 6, 7)
  • Export and share Qlik apps (8)

Beginners guide to learning Qlik Sense – Part 2

  • Global smart search of variables (video 9, webinar 1)
  • Collaboration with Qlik Sense (video 11)
  • Qlik streams (video 11)
  • Using Qlik on mobile devices (video 12)
  • Know what Green, White, and shade of Grey represent (video 10)
  • In depth data load (webinar 1)
  • In depth data associations (webinar 1)
  • In depth visualization customization (webinar 1)
  • Global selections list (webinar 1)
  • Exporting sheets (webinar 1)
  • Master dimensions (webinar 1)
  • Write basic functions for measures and dimensions (webinar 1)
  • Writing custom widgets with HTML (webinar 1)
  • Generating random data (webinar 2)
  • Connecting Qlik and Dropbox (webinar 2)
  • Embed Qlik Sense into WordPress (webinar 2)
  • Installing Qlik plugins (webinar 2)
  • Colour by expression (webinar 2)
  • CrossTable (webinar 2)
  • Class() function (webinar 2)
  • Aggr() function (webinar 2)
  • FirstSortedValue() function (webinar 2)
  • Set analysis (webinar 2)

Beginners guide to learning Qlik Sense – Part 3

  • Customize apps from the front end (video 1)
  • Permanently alter apps you author from the front end (video 1)
  • Creating Variables (video 2)
  • Referencing Variables (video 2)
  • Color Variables (video 2)
  • Single Configurator (video 3)
  • Extension Editor (video 3)
  • Writing Extensions (video 3)
  • iFrames, Mashup Editor, Engine API Explorer (video 3)
  • Exporting to PowerPoint (video 4)
  • Data Upload, Image Upload, Attach Data an App (video 5)
  • Attach images to Apps (video 5, 6)
  • Compress large data groups into a heat-map on a scatter-plot (video 7)
  • Source data from the Qlik DataMarket (video 8, 9)

Beginners guide to learning Qlik Sense – Part 4

  • Bucketing Data (video 1)
  • Calculated fields (video 1)
  • Adding multiple data sets (video 1)
  • Associating data (video 1)
  • ODBC Connector pack (video 2) Connect to Microsoft SQL Server  (video 2)
  • ODBC setup on QlikSense and Driver install  (video 3)
  • OLE DB data load  (video 4)
  • Adding data from share files  (video 5)
  • Adding data from web files  (video 6)
  • For loops on spreadsheets  (video 7)
  • setting variables (video 7)
  • help mode (video 7)
  • debugger  (video 7)
  • Convert QlikView apps to QlikSense Apps  (video 8)
  • Binary statement  (video 9)
  • Loading data to QlikSense from QlikView
  • Installing an SAP connector (video 10)
  • Configuring the SAP connector (video 10)
  • REST API (video 11)
  • Join data sets (video 11)
  • Custom data load editor (video 11)
  • REST pagination (video 11)

From hard data to fluid design – Scott

Read more about How to Use Qlik here

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