Qlik Sense Workshop. Step by step Exercises. Riccardo Paganelli. Settembre 2015

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1 Qlik Sense Workshop Step by step Exercises Riccardo Paganelli Settembre 2015

2 Part 2: Connect to Data and Build an Application

3 Exercise 2 Create an app and load data

4 Automatic Workshop Setup Copy and extract the QlikSenseWorkshop.zip folder into a folder on your machine. Within the zip file, you will see the following materials: Apps Data Images Installation packages Run Qlik Sense Workshop Installer.exe whom will validate if Qlik Sense content folders already exist and copy all the collaterals into correct location. If Qlik Sense Desktop is missing the installer will ask you to install it.

5 Create your first app Exercise 2 - Create the app

6 Exercise 2 - Load in data Drag the Customers.xlsx file on to Qlik Sense.

7 Exercise 2 - Load in data Select the table Customers and all the columns

8 Exercise 2 - Profiling data Check the suggested associations between tables.

9 Exercise 2 - Check the data model Open the Data model viewer to see the final data model loaded. Go back to the previous tab to work in the visualizations.

10 Exercise 3 Create you first visual Which Product has the highest Sales? Which Product is the most profitable?

11 Exercise 3 - Which Country has the most Customers? Create a Bar chart Dimension: country Measure: sum(sales) Label the Measure as Customers Horizontal bars, Show values, Color by measure

12 Exercise 3 - Sales and Profit by Product (scatter plot) Create a Scatter plot Dimension: Product Measure1: sum(sales) Measure2: sum(profit) / sum(sales) Formatting: Number 12%

13 Exercise 4 Line Charts Which Month had the highest Sales? & Treemaps Which Product drives the most sales in each category?

14 Exercise 4 Create a Line Chart Create a Line Chart Dimension1: Month Dimension2: Year Measure: sum(sales)

15 Exercise 4 Create a Treemap Create a Treemap Dimension1: Category Dimension2: Product Measure: sum(sales)

16 Part 3: Enhance your Application and Data Model

17 Exercise 5 Adding KPIs

18 Exercise 5 Adding KPIs Use the KPI object KPI objects only require 1 Measure Measure: sum(sales) Play around with the Number Formatting and choose whichever you prefer.

19 Optional Adding icons and images 1. Use the Text & Image object 2. Select the Sales image Configure Sizing and Position 3. Final result:

20 Optional Adding icons and images The KPI overview could look like this: Use an appropriate object size (1x2, 2x1, 2x2) since the responsiveness will enlarge or make smaller the image when changing the screen size available.

21 Exercise 6 Data Load editor

22 Data Load Editor Open the Data load editor in a new window Create a new Folder connection to the data folder.

23 Load the Geodata.xlsx file We will use the Latitude and Longitude of the Cities. Load the 3 columns

24 Create geopoints using the coordinates Your script will look like this. Modify it using the GeoMakePoint function to create the geopoints and store them in the Geokey field

25 Adding date-based fields Unlock the Auto-Generated section in the script Create new date-based fields using the [OrderDate] field

26 Exercise 7 Filters and Maps

27 Name it Analysis Exercise 7 Create a new sheet

28 Exercise 7 Map the Sales by City 1. Drag a Map object on to the sheet and select City as Dimension 2. Add sum(sales) as a Measure

29 Exercise 7 Add another Map and data (weather) Go to Qlik DataMarket via the Add Data menu

30 Exercise 7 Add another Map and data (weather) Select all Locations, All time Measure: Daily total precipitation (rainfall and / or melted snow Click Load and Finish

31 Exercise 7 Add another Map and data (weather) Visualize the average Precipitation in a map to compare it with the Sales Sales Avg Precipitation

32 Exercise 8 Master Items for reusability

33 Exercise 8 Master Items, Dimensions Go to the Master Items tab in the left hand panel and add Dimensions

34 Exercise 8 Master Items, Drill Down group Add a Drill-down group of fields to navigate trough the hierarchy in the visualizations

35 Exercise 8 Master Items, Measures Create a Measure from the field Sales

36 Exercise 8 Master Items, Measures Create a Measure Profit % from the Measures Create new button Expression: sum(profit) / sum(sales) Name: Profit %

37 Part 4: Additional Topics

38 Exercise 9 Create a Story

39 Create a Story Click on the Stories button and Create a new story.

40 Snapshots Use the Snapshot button to take a snapshot of an object

41 Adding Snapshots to the Story Go back to your Story and drag the Snapshots to the 1st slide of the Story Use one of the Effects with the Bar Chart to highlight USA

42 Finishing the 1 st slide of the Story Add a Title to the 1st slide

43 New slide with dynamic content (app sheet) Add a new slide with dynamic objects Use the Sheet left-aligned in the top-left corner

44 Exercise 10 Using Extensions

$C:\Users\YOUR_WINDOWS_USER\Documents\Qlik\Sense\Extensions Paste the extension folder$

45 Installing a Extension (Qlik Sense Desktop) Go to the folder (create it if it doesn t exist): C:\Users\YOUR_WINDOWS_USER\Documents\Qlik\Sense\Extensions Paste the extension folder uncompressed

46 Using an Extension Refresh the Application tab using F5 The installed Extensions will appear in the Charts panel Drag the Extension to the workspace and configure it (Dimensions, Measures, etc.)

47 Using an Extension deltaviz KPI tiles Drag the deltaviz Extension to the workspace Requires 1 Dimension Set Category as Dimension Requires 2 Measures: Add Sales and Costs as Measures

48 Thank You

EXERCISE: GETTING STARTED WITH SAV

Sequencing Analysis Viewer (SAV) Overview 1 EXERCISE: GETTING STARTED WITH SAV Purpose This exercise explores the following topics: How to load run data into SAV How to explore run metrics with SAV Getting