QlikView Plugin User Manual

Transcription

1 QlikView Plugin User Manual User Manual [Date]

2 Table of Content 1 Introduction QlikView Accesspoint Interface Object Working with Objects Help Tool Bars Navigation Toolbar Bookmarks Toolbar Sheet Container Charts Drill-down and Cyclic Groups (Dimensions) Cyclic Groups (Expressions) Selections Filters Right-click on Filters Associative Search Select in Chart Search Object Bookmarks Create Bookmark Bookmark Administration Pivot Table Horizontal and Vertical Columns in a Pivot Table Expand all/collapse all in a Pivot Table Notes and Comments Object Menu (Export Data, etc.)... 14

3 Export Data Copy to Clipboard More Functions Set Reference Chart Types Bar chart Line chart Combo chart (incl. trellis chart) Radar chart Gauge chart Scatter chart Grid chart Pie chart Funnel chart Block chart Straight table (incl. mini chart) Pivot table Mekko Chart Container (contains several charts) List Box (with expressions)... 23

4 Introduction This document is a brief manual for QlikView Internet Explorer plugin, first and foremost written for QlikView business users. 2 QlikView AccessPoint QlikView is accessed through a web browser (Internet Explorer, Chrome, Safari, etc.) or the QlikView ios application. The QlikView Plugin is only available for Internet Explorer, but the Full Browser client is available on all browser, including mobile devices. QlikView plugin requires an installation on the client machine. The plugin is available for download from the QlikView AccessPoint. The Full Browser client requires no installation on the client machine. 3 Interface Sheet Tool bar Selection object Chart Container Chart Object Navigation Toolbar Sheets Selection objects Chart Description The QlikView navigation toolbar contains buttons for the most frequently needed functions when using QlikView for analyzing data. A QlikView document can have one or several sheets on which sheet objects are placed. Each sheet can contain many sheet objects. List boxes and multi boxes are used to make selections in the document Charts and tables are sheet objects that can show numbers very compactly. It is possible e.g. to show sums of money, distributed over different fields such as year, month, account number, etc. Charts and tables can be set to display either the frequencies of different values of a field, or a calculated entity, e.g. the sum of the possible values of a field. In both cases, a certain field must be chosen as x-axis, i.e. this field will be used to label the slices of the pie, the different bars in the bar chart and the rows in the

5 Container pivot table, respectively. Containers can be used to group objects on the same sheet. 3.1 Object Object is a central QlikView terms. Everything that s visible on the sheet is an object. List boxes, charts, icons and graphics are all objects, but different types of objects. 3.2 Working with Objects Each object has a menu with commands, accessed by right-clicking the object. For some objects there is more than one menu. The menu displayed depends on where in the object you right-click. Right-click on the caption to access the standard object menu. 3.3 Help QlikView has a built-in help where object descriptions can be found. Right-click an object and choose Help to have a look at the specific help content. 4 Tool Bars There are several toolbars available in QlikView Plugin. The toolbars are shown in the top of the web page. The user can add and remove toolbars. The most important toolbar is the navigation toolbar. 4.1 Navigation Toolbar Command Clear Back Forward Lock Unlock Search Bookmarks Current Selections Refresh Print Description Clears selections (which are not locked). Clear contains a drop-down menu with additional commands Reverts to the preceding logical state. Applies to value selections and all the selection commands. QlikView maintains a list of the 100 latest states. Each Back will take one step further back in the list. Reverts to the logical state before a Back command. Toggle between two states by alternating between the Back and Forward commands.. Locks all the current value selections. The commands Clear, Back and Forward do not affect locked selections. Unlocks all the currently locked value selections. Opens the Text search box, provided that a searchable sheet object (list box or opened multi box) is active. The bookmarks button contains a drop-down list of all bookmarks in the document and offers a way of changing bookmarks. Opens the Current Selections dialog in which it is possible to see the selections that are active. This command is only available with documents opened on QlikView Server and when there is a newer version of the document available on the server. When invoking a refresh access is gained to the latest data, while maintaining the session including selections and layout state. Clicking the print tool immediately effects the printout of the selected sheet object according to default printer settings, bypassing the Print:

6 Reports Server Objects Notes Help Topics General property page. The tool will be grayed if no printable object is selected. The reports button contains a drop-down list of all reports in the document. Opens the Server Objects dialog. Personal can be managed and server objects can be shared here. This menu option is only available when working with a document on QlikView Server and only if the server and the server document have been configured to allow server objects. Opens the notes pane. Notes and comments can be added to all objects when connected to a QlikView server, allowing users to create and share notes about the current object. Starts the QlikView help. Displays specific help concerning the chosen object, e.g. a menu command. After clicking this button, simply move the question mark to the object on which help is needed. Menu Contains additional commands. Menu Reports List of all reports in the document. Menu Mail with Bookmark as a Link... User Preferences... Document Support Info Bookmarks Toolbar Creates a mail with a URL link to the current server document. A temporary server bookmark will be created (including layout state) and encoded in the URL. The mail recipient will be able to use the URL link to open the server document and see what you see, obviously provided that he has access rights to the document and data therein. Opens the User Preferences dialog that contains settings that the user does not normally change when switching to another document. Opens the Document Support Information dialog, displaying a list of support data pertaining to the active document. The bookmarks toolbar contains a drop-down list of all bookmarks in the document and offers an alternative way of changing bookmarks. After selecting a bookmark, the name of the bookmark will be shown in the drop-down box until selections or variable values are changed. Command Add Bookmark Remove Bookmark Bookmarks Description Saves the current selection as a bookmark. Removes the bookmark selected in the drop-down menu. Opens the Bookmarks dialog, where all previously created bookmarks for the document can be retrieved.

7 Sheet A QlikView document can have one or several sheets on which sheet objects are placed. Each sheet can contain sheet objects. The sheets have no connection with the logic, if two fields are logically connected, it does not matter if they are put on the same sheet or on different sheets. The logical result when making selections will still be the same. 6 Container Containers are sheet objects which can contain other sheet objects (containers, charts, list boxes, etc.). Containers is a way to effectively use the screen real-estate. Use the tabs in the Container object to switch between the charts. 7 Charts Charts are used to analyze the data. There are quite a few different types of charts, which includes graphs as well as tables. The different types can be configured in different styles and layouts. See section Chart Types for examples. Charts have the possibility to use Fast Change. This enables the user to switch between different chart types, while still analyzing the same data, e.g. switching from a bar chart to a straight table. This enables sorting and viewing of the exact figures even for a bar chart.

8 Data traditionally displayed along the X axis are called dimensions, which is what we view our data by (e.g. by Month, by Salesperson or by Region). Data traditionally displayed along the Y axis are named as expression, which is the actual data; for example Sales margin, Turnover or Number of Orders. Some charts have a caption. By right-clicking the Fast Change icon at the top right corner, the available char types are displayed. Selecting one of these will change the chart layout. 8 Drill-down and Cyclic Groups (Dimensions) Two or more dimension can be used as a pre-defined group. Groups can be either as drill-down or cyclic, both explained below. Drill-down groups are visualized with an arrow pointing up. A cyclic group is visualized with a semi-circle arrow. By clicking the cyclic group symbol, the current dimension changes to the next dimension in the predefined group. Right-clicking the symbol will display all dimensions the group contains. Drill-down group example: Customer Group Customer Invoice No Invoice Row. Cyclic group example: Customer, Item Group, Sales person, Item. A drill-down enables a logic drill through the data as a hierarchy, while the cyclic group enables a large variety of dimension but the same expression(s) instead of creating multiple objects.

9 Cyclic Groups (Expressions) A chart can have several expressions visible, though it might not always be preferable. Instead it could be more user-friendly to enable a rotation of different expressions in the same chart with the same dimension(s). The symbol for a cyclic group is a circle arrow. chart. This is placed in the bottom left corner of the A cyclic group may look like this: Turnover, Gross margin, Gross profit, Turnover, Gross margin, Gross profit, and so on. The main aspect here is that the dimension stays the same, even if we are analyzing different expressions. 10 Selections 10.1 Filters The purpose of filter is to select the information to view in charts and other objects. If the selections affect objects in other sheets, this is highlighted with a green dot next to the affected sheet name in the tab row. If a filter consists of a group (cyclic or drill-down) it s represented with the appropriate icon: or in the top-right corner of the filter box.

10 If you made a regular selection, this is represented with a green color. If the items are white, this implies they are associated with your current selections and still selectable. If the selection is locked, this is visualized with a blue color. If the items appear with a gray background, this implies they are not associated with your current selection. Selecting these will clear other selections. Your current selections are displayed in the Current Selection box. However, the Current Selection box is limited to showing only the field name from the QlikView document, no caption can be set. It is also possible to adjust the selections directly in the Current Selections box. Use the icons (Lock/Unlock, Clear, Drop-down list) or right-click on an item Right-click on Filters If you right-click on a filter box you will see a menu with several commands related to the field in the filter box. The same menu will also appear if you right-click on a field in the current selections box.

11 Command Select Excluded Select Possible Clear other fields Lock Unlock Description All excluded values in the list box are selected. All non-excluded values in the list box are selected. Clears the selections in all the other sheet objects, while maintaining the ones in the current list box. Locks the selected value(s) in the active list box. Unlocks the locked value(s) in the active list box Associative Search By clicking the small chevron in the search control, it is possible to enter the associative search logic. This means that it is possible to search in other fields and get the result set in the field to which the search control belongs. It is then also possible to simultaneously search in several fields Select in Chart Furthermore, it s possible to make selections direct in the chart or table. This is done by left-clicking and selecting an area or a single cell.

12 Search Object In QlikView 9 a search object was added. A search object allows the user to search in several fields at the same time while taking up a small amount of screen space. However, the search object is limited to showing only the field name from the QlikView document, no caption can be set. 11 Bookmarks 11.1 Add Bookmark As previously mentioned, the bookmarks are added by the bookmark commands in the toolbar. The following dialog is shown when a new bookmark is added: Options Create as a server bookmark Share Bookmark with Others Include Selections in Bookmark Description When this check box is marked, the bookmark will be created as a personal server bookmark, stored in a repository on the server. If the check box is not marked, the bookmark will be created as a user bookmark, stored locally on your computer. Marking this check box will immediately share the bookmark for use by other authenticated users of the same server document. By marking the check box the bookmark will include the selections made in the application.

13 Make bookmark apply on top of current selection Include Layout State Include Input Field Values By marking the check box, the bookmark will be applied without first clearing existing selections in the document. By marking the check box, the bookmark will store information about the sheet from which it was created and the state of all sheet objects on that sheet. By marking this check box, the values in input fields will be stored in the bookmark Bookmark Administration Bookmark administration is performed in the dialog Bookmarks which can be opened from the command more bookmarks in the navigation tool bar. In the dialog it is possible to edit and remove your own bookmarks and select which of the shared bookmarks to display. Options Description Show Mark this check box if you want the bookmark to appear in bookmark object listings and in the Bookmarks menu. + Make bookmark apply on top of current selection. Share Share Bookmark with Others. 12 Pivot Table 12.1 Horizontal and Vertical Columns in a Pivot Table Dragging and drop a dimension to choose whether it should be viewed horizontal or vertical. You can easily transform a pivot table to fit your personal needs even better. Let s start in the pivot table:

14 Click and hold the label "Project" with the left mouse button. While holding the button, drag the column to the right and upwards until the blue horizontal arrow is visible and then release the button. The column "Project" should now be placed horizontal instead of vertical giving you a result as below. The same technique can be used to order columns differently, e.g. changes the pivoting group order.

15 Expand all/collapse all in a Pivot Table Using the + and - signs in the pivot table dimensions to expand or collapse many rows becomes tedious after some time. Right-click on the dimension and use Expand all or Collapse all to expand or collapse the entire dimension. 13 Notes and Comments Notes and comments can be added to all objects when connected to a QlikView server, allowing users to create and share notes about the current object. Notes are shared with other QlikView users, and these users can respond by leaving their own comments. It is also possible to save a snapshot (bookmark) of the data with each note. When right-clicking an object, it is possible to add a new note and to view existing notes, by selecting Notes from the context menu. After having selected Add a New Note or View Attached Notes, all objects in the current document with existing notes are supplied with an indication in the top left corner. The number of attached notes for each object is displayed in the indication. 14 Object Menu (Export Data, etc.) To see the available operations available on a chart you can always right-click the chart. The rightclick menu contains commands for printing, exporting and more.

16 Export Data Use Export, Send to Excel or Copy to Clipboard to get the data from QlikView to another application. Send to Excel will open Excel with the data from the chart and Export allows you to save the data in various formats, including Comma-separated-values (CSV), Excel (XLS) and Hypertext (HTML). If you export a graph then you have the possibility to export in various image formats Copy to Clipboard The Copy to Clipboard menu will show different commands depending on where in a chart or table you right click. In a table you can right click in a cell to copy the cell value.

17 Copy to Clipboard allows you to copy the chart as an image and paste it into other applications, e.g. PowerPoint, Word, etc. 15 More Functions 15.1 Set Reference If you would like to compare two different selections some object types allows you to set a reference and keep this selection while making another: 1. Make your initial selection as usual. 2. Right-click the object and choose Set Reference. 3. Change your selection to whatever you want to compare. 4. You ll see your initial selection in the background in dimmed colors. 5. When satisfied, or to start over, right-click the object once more and choose Clear Reference. Observe that it is not possible to set a reference on a chart with a cyclic or drill-down group for dimension. 16 Chart Types This is a list of the chart types that exist in QlikView. Depending on the chart settings, the chart type may look different from the examples presented here Bar chart

18 Line chart

19 Combo chart (incl. trellis chart)

20 Radar chart 16.5 Gauge chart 16.6 Scatter chart

21 Grid chart 16.8 Pie chart 16.9 Funnel chart

22 Block chart Straight table (incl. mini chart)

23 Pivot table Mekko Chart

24 Container (contains several charts) List Box (with expressions)