QlikView: Advanced Data Visualization

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• QlikView: Advanced Data Visualization
  • Table of Contents
  • QlikView: Advanced Data Visualization
    • Why subscribe?
    • PacktPub.com
  • Contributors
    • About the authors
    • Packt is Searching for Authors Like You
  • Preface
    • Who this book is for
    • What this book covers
    • To get the most out of this book
      • Download the example code files
      • Conventions used
    • Get in touch
      • Reviews
  • 1. Performance Tuning and Scalability
    • Reviewing basic performance tuning techniques
      • Removing unneeded data
        • Reducing the number of rows
        • Reducing the number of columns
      • Replacing text keys with numbers
      • Resolving synthetic keys
      • Reviewing the basics
    • Generating test data
      • Generating dimension values
      • Generating fact table rows
    • Understanding how QlikView stores its data
      • A great primer
      • Looking at things from a simple level
      • Exporting the memory statistics for a document
    • Strategies to reduce the data size and improve performance
      • Optimizing field values and keys
      • Optimizing data by removing keys using ApplyMap
      • Optimizing performance by removing keys by joining tables
      • Optimizing memory by removing low cardinality fields
    • Testing chart performance for different load options
      • Turning the cache off
      • Examining the chart calculation time for different scenarios
      • Optimizing performance by creating counter fields
      • Optimizing performance by combining fact tables?
      • Optimizing your numbers
    • Optimizing chart calculation times
    • The QlikView calculation engine
      • Creating flags for well-known conditions
        • Sorting for well-known conditions
    • Using Direct Discovery
      • Direct Discovery restrictions
      • Direct Discovery syntax
      • Looking at an example Direct Query
    • Testing scalability with JMeter
      • Obtaining the scalability tools
      • Installing JMeter
      • Installing the scalability tools
      • About the scalability tools
    • Running an example execution
    • Summary
  • 2. QlikView Data Modeling
    • Reviewing basic data modeling
      • Associating data
      • Automatically associating tables
        • Understanding synthetic keys
        • Creating composite keys
          • Using string concatenation
          • Using one of the Hash functions
          • Using the AutoNumber function
      • Realizing that facts are calculated at the level of their table
      • Joining data
        • Understanding Join and Keep
          • Inner joins
          • Left and right joins
          • Outer joins
          • Cartesian joins
          • Understanding the effect of duplicate key values on joins
          • Understanding Keep
        • Concatenating rows
        • Reviewing Concatenate
          • Differentiating Concatenate and Join
        • Mapping data with ApplyMap
        • Reviewing the basic functionality of ApplyMap
        • Mapping numbers
          • Using ApplyMap instead of Join with duplicate rows
    • Dimensional data modeling
      • Differentiating between facts and dimensions
      • Understanding the grain
      • Understanding star schemas
      • Summing with facts
      • Discovering more about facts
        • Transaction fact tables
        • Periodic snapshot fact tables
        • Factless fact tables
      • Dealing with nulls in fact tables in QlikView
      • Designing dimension tables
        • Denormalizing dimensions and conformed dimensions
        • Understanding surrogate keys
        • Dealing with missing or late arriving dimension values
      • Defining Kimballs four-step dimensional design process
        • Selecting the business process
        • Declaring the grain
        • Identifying the dimensions
        • Identifying the facts
      • Learning some useful reusable dimension methods
        • Creating a calendar dimension
        • Unwrapping hierarchies
          • Creating leaves with Hierarchy
        • Creating parent associations with HierarchyBelongsTo
      • Creating dimensional facts
    • Handling slowly changing dimensions
      • Taking the most recently changed record using FirstSortedValue
      • Using IntervalMatch with SCDs
      • Using hash to manage from/to dates
    • Dealing with multiple fact tables in one model
      • Joining the fact tables together
        • Concatenating fact tables
      • Changing the grain of a fact table
        • Linking fact tables of different grains
    • Drilling across with document chaining
    • Summary
  • 3. Best Practices for Loading Data
    • Reviewing data loading concepts
      • Getting data from anywhere
      • Loading data from QlikView
      • Loading similar files with concatenation
      • Loading dissimilar files with Concatenate and For Each
      • Understanding QlikView Data files
      • Storing tables to QVD
      • Using QVD files
    • Understanding why you should use an ETL approach
      • Speeding up overall data loading
      • Reusing extracted data in multiple documents
      • Applying common business rules across multiple documents
      • Creating conformed dimensions
      • Provisioning a self-service data layer
    • Using an ETL approach to create QVD data layers
      • Creating a StoreAndDrop subroutine
      • Extracting data
        • Creating an extractor folder structure
        • Differentiating types of scripts
        • Executing the extractors
      • Transforming data
        • Creating a transformer and model folder structure
        • Executing transformers
      • Loading data
        • Creating a UserApp folder structure
        • Executing the load step
    • Mastering loading techniques
      • Loading data incrementally
        • Establishing the script for the basic process
        • Running an incremental load when data is only added
        • Loading incrementally when data might be modified
        • Handling deletions from the source system
        • Handling situations where there is no modify date
      • Partially reloading only one part of the data model
        • Replacing a table
        • Adding new rows to a table
        • Managing script execution in partial reloads
      • Loading the content of another QVW
    • Using QlikView Expressor for ETL
      • Introducing Expressor
      • Understanding why to use Expressor for ETL
      • Understanding workspaces, libraries, projects, and artifacts
        • Creating a workspace
        • Managing extensions
        • Working with libraries and projects
        • Understanding artifacts
      • Configuring connections
        • Configuring a File connection
        • Connecting to a database
        • Creating a QVX Connector Connection
      • Configuring types and schemas
        • Adding additional Atomic types
        • Creating Composite types
        • Configuring a schema
      • Creating and packaging a basic dataflow
        • Understanding the dataflow toolbox
          • Inputs
          • Outputs
          • Transformers
          • Utility
        • Creating the dataflow
          • Configuring a Read File operator
          • Adding a Transformation operation
          • Creating a QVX output
        • Packaging the dataflow
    • Summary
  • 4. Advanced Expressions
    • Reviewing basic concepts
      • Searching in QlikView
        • Searching for text
        • Wildcard search
          • Normal search
          • Fuzzy search
          • Associative search
          • Advanced search
        • Searching numeric fields
          • Numeric search
        • Automatic interpretation of searches
        • Multiple values search
        • Searching in multiple listboxes
      • Understanding bookmarks
        • Saving a bookmark
        • Managing bookmarks
      • Using variables in QlikView
        • SET versus LET
        • Using variables to hold common expressions
        • Using variables with Dollar-sign Expansion
      • Limiting calculations
        • Sum of If
        • Flag arithmetic
        • Calculations using variables
        • Data islands
        • Set Analysis
        • Explaining what we mean by a set
          • Set identifiers
          • Set modifiers
    • Understanding Dollar-sign Expansion
      • Following the two-step process
        • Following the steps in the script debugger
        • Following the steps in a chart expression
        • Understanding when the steps happen in chart expressions
      • Using parameters with variables and Dollar-sign Expansion
      • Using variables in expressions
    • Using advanced Set Analysis
      • Identifying the identifiers
      • Understanding that modifiers are sets
      • Set arithmetic
      • Using searches in Set Analysis
      • Using Dollar-sign Expansion with Set Analysis
      • Comparing to other fields
        • Direct field comparison
        • Using Concat with Dollar-sign Expansion
        • Using the P and E element functions
      • Set Analysis with Alternate States
        • Using Alternate States as identifiers
        • Comparing fields between states
    • Calculating vertically
      • Using inter-record and range functions
      • Applying the Total qualifier
      • Creating advanced aggregations with Aggr
        • Using Aggr to calculate a control chart
        • Calculated dimensions
        • No to nodistinct
    • Summary
  • 5. Advanced Scripting
    • Reviewing the basic concepts
      • Using Table Files Wizard
        • Using relative paths
        • Delimited files
        • Fixed width files
        • XML files
        • HTML files
        • QVD/QVX files
      • Connecting to databases
        • Using the Connect button
        • Understanding the Connect To statement
        • Explaining the Force 32 Bit option
        • The Select wizard
    • Counting records
      • RecNo
      • RowNo
      • FieldValueCount
      • NoOfRows
      • NoOfColumns
    • Loading data quickly
      • Understanding compression settings
      • Optimal loading from QVD
        • Using an Exists clause
        • Preloading fields into QVDs
    • Applying variables and the Dollar-sign Expansion in the script
      • Examining common usage
        • Holding dates
        • Holding paths
      • Examining variable values during reloads
      • Nesting Dollar-sign Expansions
      • Passing parameters to variables macro functions
      • Subroutines
    • Using control structures
      • Branching with conditional statements
        • If Then ElseIf
        • A note about conditional functions
        • Switch Case
        • When and Unless
      • Looping in the script
        • AutoGenerate
        • For Next loops
        • For Each Next loops
          • FileList
          • DirList
        • Do Loop
      • Exiting
        • Exiting the script
        • Exiting other constructs
      • Using variables for error handling
        • ErrorMode
      • ScriptError
        • ScriptErrorCount and ScriptErrorList
    • Examining advanced Table File Wizard options
      • Enabling a transformation step
        • Garbage
        • Fill
        • Column
        • Context
        • Unwrap
        • Rotate
      • Using the Crosstable wizard
    • Looking at data from different directions
      • Putting things first
        • First
        • FirstSortedValue
      • Looking backwards
        • Previous
        • Peek
    • Reusing code
    • Summary
  • 6. What's New in QlikView 12?
    • Common QIX Engine
    • 64-bit only
    • Online documentation
    • Security improvements
    • Mobile touch improvements
    • Improved clustering and scaling
      • Clustering improvements in QlikView 12.1
    • What is new in the Qlik product portfolio?
      • Qlik Sense Enterprise and the Qlik Analytics Platform
        • In what way are QlikView and Qlik Sense similar?
        • In what way do QlikView and Qlik Sense differ?
        • What does this mean for users?
        • What is the Qlik Analytics Platform?
      • Qlik NPrinting
      • Qlik Web Connectors
      • Qlik GeoAnalytics
      • Qlik DataMarket
    • How do the products in the Qlik product portfolio fit together?
    • Summary
  • 7. Styling Up
    • Design requirements
    • The Document Properties window
    • The Sheet Properties dialog
    • Setting the object properties
      • Caption colors and style
        • Changing the caption colors
          • The Color Area and Color dialog windows
        • Setting the caption font
        • Setting the content font
        • Setting the global font
      • Propagating the object appearance
      • Setting the default Sheet Object Style
      • Hiding captions
    • Working with listboxes
      • Adding listboxes
      • The List Box Properties dialog
        • The General tab
        • The Expressions tab
        • The Sort tab
        • The Presentation tab
        • The Number tab
        • The Font tab
        • The Layout tab
        • The Caption tab
    • The Multi Box
    • The Current Selections Box
      • Making selections from the Current Selections Box
    • Adding a Bookmark Object
    • Aligning and resizing sheet objects
      • Selecting objects
      • Moving objects
      • Resizing objects
        • Resizing a Multi Box
      • Aligning sheet objects
      • Do a little house keeping
    • Creating and applying a default color map
      • Defining chart colors
      • Setting the default color map
    • Summary
  • 8. Building Dashboards
    • User types
      • Dashboard users
      • Analysts
      • Report users
    • Applying the DAR principle to Airline Operations
      • Document requirements
    • Creating the Analysis sheet
      • Adding a new chart
      • Bar Chart
        • Additional bar chart properties
          • Style
          • Presentation
      • Expressions and the Edit Expression window
        • Expressions
        • The Edit Expression window
          • Fields
          • Functions
          • Variables
          • Images
        • The Expression Overview window
      • Line Chart
        • Additional line chart properties
          • Expressions
          • Style
          • Presentation
      • Combo Chart
      • Container
      • Scatter Chart
      • Button
      • Statistics box
    • Creating the new Dashboard sheet
      • Linked Objects
      • Gauges
        • Cloning the object for re-use
        • Adding Air Time %
        • More Gauge styles
      • Adding a Text object
        • Using a Text Object to display an image
        • Adding actions to a Text object
      • Adding a Pie chart
        • Dimension Limits
        • Adding the dimension value to the data point values
    • Creating the Reports sheet
      • Variables
        • The Expression Overview window in action
      • Copying sheets
      • KPIs per airline, origin, and destination country
        • Cyclic and Drill-down groups
      • Straight table
        • Not all expressions are numbers
      • Pivot tables
      • Auto minimize
      • The Report Editor window
    • Other charts
      • Radar Chart
      • Mekko Chart
      • Grid Chart
      • Funnel Chart
      • Block Chart
      • Trellis Chart
    • Summary
  • 9. Advanced Data Transformation
    • Data architecture
      • Two-stage architecture
      • Three-stage architecture
      • Setting up our environment
    • Loading data already stored in QlikView
      • Cloning a QlikView data model
      • Loading from RAM
        • Resident load
    • Aggregating data
      • Aggregating the Flight Data table
      • The Transformation output
      • Aggregation functions
    • Sorting tables
      • Ordering the Order-By fields
    • The Peek function
    • Merging forces
      • A refresher
      • The objective
      • Getting it done
        • Loading the table
        • Sorting the table
        • Peeking previous records
        • A solo exercise
    • Dealing with slowly changing dimensions
      • The Carrier Decode table
      • IntervalMatch magic
        • Expanding the intervals
        • Some considerations
        • Applying IntervalMatch to the Carrier Decode table
    • Ordering, peeking, and matching all at once
      • The use case
    • Incremental loads
    • Summary
  • 10. Security
    • Hidden script
    • Section access
      • Section access fields
      • Reduction fields
      • Initial data reduction
      • Omitting fields
    • Document-level security
    • Sheet-level security
    • Summary
  • 11. Data Visualization Strategy
    • Data exploration, visualization, and discovery
    • Data teams and roles
      • Data research and development
      • Data governance team
    • Agile development
      • User story
      • Minimum Viable Product
    • QlikView Deployment Framework
      • Exercise 11.1
    • Summary
  • 12. Sales Perspective
    • Sales perspective data model
      • Exercise 12.1
      • Data quality issues
        • Missing dimension values
        • Missing fact values
      • Data formatting and standardization
      • Case
      • Unwanted characters
      • Dates and time
      • Master calendar
    • Customer stratification.
      • Pareto analysis
      • Exercise 12.2
      • Exercise 12.3
    • Customer churn
      • Exercise 12.4
      • Exercise 12.5
    • QlikView extensions and the cycle plot
      • Exercise 12.6
    • Governance design template
    • Summary
  • 13. Financial Perspective
    • Financial perspective data model
      • Exercise 13.1
      • Financial report metadata
    • AsOfCalendar
    • Income statement
      • Exercise 13.2
      • Custom format cell
      • Exercise 13.3
    • Balance sheet
      • Exercise 13.4
      • Exercise 13.5
    • Cash flow statement
      • Exercise 13.6
    • Summary
  • 14. Marketing Perspective
    • Marketing data model
    • Customer profiling
      • Parallel coordinates
        • Exercise 14.1
        • Exercise 14.2
      • Sankey
        • Exercise 14.3
        • Exercise 14.4
      • Market size analysis
        • Exercise 14.5
        • Exercise 14.6
        • Exercise 14.7
      • Social media analysis
        • Exercise 14.8
        • Exercise 14.9
        • Exercise 14.10
      • Sales opportunity analysis
        • Exercise 14.11
    • Summary
  • 15. Working Capital Perspective
    • Working capital data model
    • Rotation and average days
      • Days Sales of Inventory
        • Exercise 15.1
      • Days Sales Outstanding
        • Exercise 15.2
      • Days Payable Outstanding
        • Exercise 15.3
        • Exercise 15.4
    • Working capital breakdown
      • Exercise 15.5
    • Inventory stock levels
      • Exercise 15.6
      • Aging report
        • Exercise 15.7
    • Customer stratification
      • Stratification by distribution
        • Exercise 15.8
        • Exercise 15.9
      • Visualizing stratification
        • Exercise 15.10
    • Summary
  • 16. Operations Perspective
    • Operations data model
      • Handling multiple date fields
    • On-Time and In-Full
      • Exercise 16.1
      • OTIF breakdown
      • Exercise 16.2
      • Exercise 16.3
      • Predicting lead time
        • Exercise 16.4
        • Exercise 16.5
      • Supplier and On-Time delivery correlation
        • Exercise 16.5
    • Planning in QlikView with KliqPlan
      • Planning tool extensions
        • Sales forecasts and purchase planning
        • Other applications
    • Summary
  • 17. Human Resources
    • Human resources data model
      • Slowing changing dimensions attributes
    • Personnel productivity
      • Exercise 17.1
      • Exercise 17.2
    • Personnel productivity breakdown
      • Age distribution
        • Exercise 17.3
      • Salary distribution
        • Exercise 17.4
      • Employee retention rate
        • Exercise 17.5
      • Employee vacation and sick days
        • Exercise 17.6
      • Employee training and performance
        • Exercise 17.7
    • Personal behavior analysis
      • Exercise 17.8
    • Summary
  • 18. Fact Sheets
    • Customer fact sheet consolidated data model
    • Customer Fact sheet Agile design
      • Creating user stories
      • User story flow
      • Converting user stories into visualizations
      • Going beyond the first visualization
    • Customer Fact sheet advanced components
      • Bullet graph
        • Exercise 18.1
        • Exercise 18.2
      • Sparklines
        • Exercise 18.3
    • Customizing the QlikView User Experience
      • Quick access to supplementary information
        • Exercise 18.4
      • Dynamic data visualization
        • Exercise 18.5
      • Regional settings
        • Currency
        • Language
        • Date and number formats
      • Customer Fact sheet n QlikView
    • Summary
  • 19. Balanced Scorecard
    • The Balanced Scorecard method
      • The financial perspective
      • The customer perspective
      • The internal business process perspective
      • The learning and growth perspective
    • The Balanced Scorecard consolidated data model
    • The Balanced Scorecard information dashboard design
      • The Gestalt principles of perceptual organization
        • Proximity
        • Enclosure
        • Closure
        • Connection
        • Continuity
        • Similarity
    • Creating the filter pane bubble
      • Exercise 19.1
      • Creating an interactive tutorial
      • Exercise 19.2
    • Measuring success with XmR charts
      • Exercise 19.3
    • Summary
  • 20. Troubleshooting Analysis
    • Troubleshooting preparation and resources
      • Positive mindset
      • General debugging skills
        • Reproduce
        • Diagnose
        • Fix
        • Reflect
      • Resources
        • QlikView Help
        • Local knowledge base
        • Qlik Community
        • Qlik Support
    • Reporting issues
    • Common QlikView application issues
      • Common QlikView data model issues
        • All expression values are exactly the same
        • The expression total is not equal to the sum of the rows
        • Duplicate values in a list box
        • Data doesn't match user expectation
      • Common QlikView expression issues
        • The expression does not calculate every row
        • The amounts in the table are not accumulating
    • Summary
  • 21. Mastering Qlik Sense Data Visualization
    • Qlik Sense and QlikView developers
    • Visualization extension examples for cross-selling
    • Plan to master Qlik Sense data visualization
    • Summary
  • Index

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