Qlikview Case Study Loan Sanstion Report

QlikView Case Study Making Loan Sanction Dashboard
Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or "li#view implementations. The doc ment !oc ses on. "li#view $oan Sanctioned %ashboard &oin o r pro!essional training program and learn !rom e'perts
Histor() *ersion %escription +hange -.. Initial %ra!t -.. 1eview2.
, thor S rbhi Sah ,mit Sharma
P blish %ate /.st , g /-.0 /3th , g /-.0
www.bispsolutions.com
www.bisptrainigs.com
www.hyperionguru.com
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Table of Contents
Table o! +ontents.............................................................................................................................................................../ $oad Strateg( 1eports .......................................................................................................................................................0 -$oan Sanction b( each co ntr(.........................................................................................................................................0 -$oan Ta#er 1atio.............................................................................................................................................................. 0 -$oan Sanction and $oan Paid 1atio 4earl(......................................................................................................................0 5racle as a data so rce)......................................................................................................................................................0 $oan Sanction b( each co ntr(......................................................................................................................................3 $oan Sanction and $oan Paid 1atio 4earl(.................................................................................................................... $oan Ta#ers..................................................................................................................................................................... .0 ,cco nt 1elated In!ormation........................................................................................................................................0
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Load Strategy Reports

This doc ment demonstrates step b( step approach to load data, create report and create dashboard !or "li#view learners. -$oan Sanction b( each co ntr(. -$oan Ta#er 1atio. -$oan Sanction and $oan Paid 1atio 4earl(
Oracle as a data source:

We ha e taken the data source as oracle! Source Data Model
Step .6 5pen the "li#*iew app and give the name Ban#1eport. Step /6 Then go to the script Editor 7indow and chec# the database inter!ace sho ld be 5$E%B and then clic# on the connect option.
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Step 06 This will open the %ata $in# Properties window select 85racle provider !or 5$E%B8 then clic# the 9e't option.
Step :6 In the connection tab, give the data so rce name, ser name and password !rom which (o logged on the oracle as a ser.
The snap shot is shown here.
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;6 Hit the Test connection b tton the noti!ication will come which displa( that Test connection s cceeded.
Step <6 Then another 5ra5$E%B $ogon window will open ,which as# !or the ser id, password and server name. Server name will be same as the data so rce name then -=o#.
Step >69ow Go to the select option in Edit script window. www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page ;
Step >6 ?rom the owner dropdown, (o can select the schema. , schema is a collection o! logical str ct res o! data, or schema ob@ects. , schema is owned b( a database ser and has the same name as that ser. Each ser owns a single schema.
Step A6 9ow choose the schema and all the !ields o! the table. 4o can add more table b( pressing add b tton present in the bottom side o! the wiBard.
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7e have loaded the table +ities ,Branch ,+ stomer ,,cco nt ,,cco nt T(pe and + stomer T(pe. Below is the script mansion.
OLEDB CONNECT32 TO [Provider=OraOLEDB.Oracle.1;Persist Security Info=False; ser ID=s!;Data Source=orcl;E"tended Pro#erties=$$% &'Pass(ord is ')D*+,B-E./; 0011111111 Start )ulti#le Select State2ents 111111 LOAD .3- )4 B5.-363ODE4 .3T+PE3ODE4 3 STO)E5T+PE3ODE; SQL SELE3T 7 F5O) S6.$.33O -T$; BranchCities: LOAD 3IT+-.)E4 3IT+3ODE4 3O -T5+; SQL SELE3T 7 F5O) S6.3ITIES; left 8oin Branc!3ities9 LOAD B5.-363ODE4 3IT+3ODE4 B5.-36DET.IL; SQL SELE3T 7 F5O) S6.B5.-36; Account: LOAD .3- )4
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B5.-363ODE4 .3T+PE3ODE4 3 STO)E5T+PE3ODE; SQL SELE3T 7 F5O) S6.$.33O -T$; LOAD .3T+PE3ODE4 .33T+PEDES3; SQL SELE3T 7 F5O) S6..33O -TT+PE; De#ositeInfo9 LOAD De#oId4 [.0c n:% as .3- ) 4 [Loan #ayed%4 +ear F5O) [39; sers;as;Des<to#;De#ositeinfo."ls"% &oo"2l4 e2:edded la:els4 ta:le is S!eet1/; CustomerDetails: LOAD 3 STO)E54 .3- )4 LO.-SE-3TIO-4 .3B.L.-3E4 33ODE4 +E.5 as +ear; SQL SELE3T 7 F5O) S6.3 STO)E5; Left 8oin 3usto2erDetails9 LOAD 33ODE4 3T+PEDES; SQL SELE3T 7 F5O) S6.3 STO)E5T+PE; 0011111111 End )ulti#le Select State2ents 111111 LOAD .3T+PE3ODE4 .33T+PEDES3; SQL SELE3T 7 F5O) S6..33O -TT+PE; 7777777777777777777777777777777777777777777777777777777777777
Then 1eload the script and go to the table viewer. Here is o r data model which tells the direction o! the !etching o! data ,it is !etched !rom table + stomer to table +ities. 9ow come to the report which gives the records o! the loan strateg(.
Page A
In this sheet we have 0 charts and . Straight table, now move toward the !irst chart.
Loan Sanction by each country

7e have to anal(sis the loan strateg( o! the ban#, the ban# branches e'ist in !ive co ntries India, , stralia, ,merica ,?rance and India. So in this chart we have calc lated the loan sanction b( the co ntr( individ all(.
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This is the chart in which we have ta#e the co ntr( in dimension tab.
9ow the !ollowing e'pression will be ta#en !or the $oan sanction b( each co ntr(. This e'pression will give the s m o! the total loan sanction b( each compan(.
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Loan Sanction and Loan Paid Ratio Yearly

This chart compares between the $oan Sanction and $oan Paid (earl(.
Here (o can see that the di!!erence is so large between the $oan Sanction and $oad paid. ?or this chart we have ta#e 4ear as a dimension.
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,nd in the e'pression tab we have ta#en two e'pressions, one gives the loan sanction (earl( and another one give the loan paid (earl(. Below is the e'pression !or loan sanction.
This is the e'pression !or the loan paid.
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Loan Takers
9ow calc late the ratio o! all the ,Cc holders who have ta#en the loan.
,Cc Holder name is identi!ied individ all( b( di!!erent colors. In the dimension tab we have ta#e the name o! ,Cc holders beca se we want the ratio o! individ all( with the whole.
Account Related Information

?or the acco nt related in!ormation we have ta#e the straight table.
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In this straight table we have ta#e the !ields in dimension as ,cholder name, +it( name.
In the e'pression we have ta#e the two e'pression. ?irst is the S m o! total amo nt in the acco nt which can overcome the loss which occ r on the denied o! pa(ing loan condition and the percent that how m ch this amo nt will be help! l !or the overcome.
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,nd !or the overcome we have ta#e the ratio o! the $oansanction b( ,cbalance. This will give the idea that a!ter the condition o! denied !rom pa(ing loan how m ch amo nt will !reeBe.
The script generated on each table.
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Qlikview Case Study Loan Sanstion Report

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Qlikview Case Study Loan Sanstion Report

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Available Formats

QlikView Case Study Making Loan Sanction Dashboard

Histor() *ersion %escription +hange -.. Initial %ra!t -.. 1eview2.

, thor S rbhi Sah ,mit Sharma

P blish %ate /.st , g /-.0 /3th , g /-.0

Load Strategy Reports

Oracle as a data source:

The snap shot is shown here.

Loan Sanction by each country

Loan Sanction and Loan Paid Ratio Yearly

This is the e'pression !or the loan paid.

Account Related Information

The script generated on each table.

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