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QDL I

( Qlik Designer Layout)


QlikView Version 9.00

Cotiso Hanganu
QlikView Trainer
Managing Partner
Congratulations !
• You have made a wise decision !

• BI is hot

• QlikView is hotter(est)

Especially in nowadays time !


Agenda
• 9:00 am – 5:00 pm
• Break at 11:00 or as needed
• Lunch 13:00 for 1 hour
• Break at 3:00 pm or as needed
• Questions/ discussions throughout
Agenda
• Introduction
• BI & QlikView intro
• Layout and design best practices
• Using QlikView Desktop
• Sheets and Sheet Objects
• The List Box
• The Table Box
• The Multi Box
• Other Important Boxes
• Charts
• The QlikView script
• Settings
• Reference Materials
Introductions
Introductions – Please mention
• Your name
• Company / Department
• Your experience with any SQL DB or other DBs
• Your experience with any other BI platform
• Your experience with QlikView
• How do you use QlikView in your job?
• What are you current challanges where QlikView might help ?
• Your expectations for the course
QlkikView – How To
• Best Examples to use in demos:
• Films
• macroEQ - How To
• Sales demo from QV 8 / Demo of SAP sales
• Financial Controller
• Industry/Domain Specific Samples, if available (from QT / QQ / you)
Key Objectives 1
• Learn about QlikTech
• Define the QlikView product family
• Appreciate how and why QlikView is
different
Business Intelligence basics

• Dimensions
• Hierarchies
• Measures
• Hypercube
• Data slicing
• Measures as dimensions and dimenasions as
measures
• Measures
• additive/semi/non-additive/… flags
What is a QlikView File?

A QlikView file and


its relation to external
files
Layout and Design Best Practices
Key Objectives 2
• Introduce the concept of natural
human behavior (how we perceive and
process information)
• Understand fundamental user
interface layout and design best
practices
• Apply the Dashboard-Analysis-Reports
(DAR) concept
Layout & Design Issues
• How we see determines how we perceive
• Good design makes it easy to focus and see
• We only remember the essentials
Visual Perception

Proximity
Closure
Similarity
Contiuity
Visual Perception

Enclosure
Visual Perception

Positioning
Visual Perception
• Colors

Emphasis Standard Colours


Visual Perception
• Connection
• Size
• Logos and Images
• Fonts
• Borders
Edward Tufte’s Five Principles
• Recommendations
1. Quantitative thinking comes down to one question:
Compared to what?
2. Try very hard to show effect.
3. Don’t break up evidence by accidents of means of
production.
4. The world is multivariant, so the display should be highly
dimensional.
5. The presentation stands and falls on the quality,
relevance, and integrity of the content.
Qlikview Chart (and Table) Objects
versus
Qlik Sense Charts
Qlik Sense Charts
vs
Qlikview Objects and Charts
Current Selection
Bar Charts
Good for comparisons of similar
measurements.
Common diagram style, easy to
understand.
Line Chart

Measurement to follow its movements


or comparisons among items.
Combo Chart

Comparisons for multi-measurements.


Radar Chart

Comparisons of high-level groups.


Gauges

Ratio of measurements.
Scatter Chart

Measurements act as dimensions (3D chart).


Grid Chart

2 or 3 dimensions with a measurement.


Pie Chart

Visual distribution measurements.


Funnel Chart

Dimension that contains an expiration timeline

Visual distribution measurements.


Block Chart

Distribution measurements within multi dimensions.


Trellis Chart

Multi-dimensions with one or more measurements


where the first dimension of the chart is used as an
iteration for producing an array of charts
Sparklines

Multi-dimensional snapshots and comparisons


Using QlikView Desktop
Key Objectives 3
• Prepare your training environment
• Navigate in QlikView
• Explore QlikView menus and toolbars
Anatomy of a QlikView Sheet

•The Basic Components of a QlikView Sheet — A: Tabs, B: List Boxes, C:


Active Charts, D: Current Selections Box, E: Minimized Charts
Anatomy of a QlikView Sheet

• If you have allways a consistent layout, here is one of the potential additional
benefits: the sheet areas help (from MS @ V)
QlikView Sheets
• A QlikView file (.qvw ) contains everything, data,
layout, objects, sheets etc.

• A QlikView sheet is the basis for navigation. A sheet


can have many different sheet objects such as
listboxes, table boxes, selection boxes etc.
Sheets and Sheet Objects
Key Objectives 4

• Create a sheet, name and move a


sheet
• Place objects on a sheet
• Copy objects between sheets
Sheet Design

• Keep layout clear, not


too many objects on
one sheet
• Right click to add new
object or toolbar
• Promote and demote
a sheet
Adding Fields Displayed as List Boxes to a Sheet
The List Box
Key Objectives 5
• Understand the versatility of the list box
• Make a query using a list box
• Understand list box properties
The List Box
• The listbox is the
most versatile object
• It contains a list of all
possible values of a
specific field loaded
from the data source
To Make A Query

The sample sheet


with nothing
selected

Clicking on Helen Brolin in


the sales Person list box
changes everything
Demonstration Of A List Box

• Show how to create a list box.


• Text search.
• Multiple selections
• Locking and unlocking selections.
• Beacons.
The Table Box
Key Objectives 6
• Understand when to use table boxes
• Print from a table box
• Export data from a table box to a text file
The Multi Box
Key Objectives 7
• Understand the unique value of the multi box
• Create a multi box
• Manipulate the fields in a multi box
Multi Box
• Space saving
object:
1. Can display large number of fields in small space,
instead of several individual list boxes.
• Less cluttered style
• Best for displaying a one-to-one relationship
Other Important Boxes
Key Objectives 8
• Explore search objects
• Introduce the statistics box and current selections
box
• Undertsand the flexibility of the text object
Search objects
• Search objects can be used for
searching for information anywhere
in the document. They are created
by choosing new sheet object from
the layout menu or from the sheet
object menu.
Statistics Box and Current Selections Box
• The Statistics Box presents
statistics based on a field value. It
can be configured to display up to
15 statistical functions
• The Current Selection Box displays
the selection status
Charts
Key Objectives 9
• Learn about charts, how to create them, and their
properties
• Edit the format and layout of existing charts
• Use common mathematical expressions and
aggregations in charts
Demonstration of Charts
• How to move, minimize, auto restore and fast-
type change
• Creating a chart with a wizard and without
• Show how to improve the look and feel of a
chart using the many property options
Common Chart Types
Common Aggregation Functions
• Numeric Count – the numbe of numeric values
• Total Count – the total number of values
• Sum – the sum of possible numeric values
• Average – the average of selcted numeric values
• Min – the smallest of the selected numeric values
• Max – the larges of the selected numeric values
• Only Value – if there is only one value,this is shown
Other Useful Chart Tips
• Additional functions
• Export options
• References in charts
The Settings Menu
Key Objectives 11
• Define useful user preferences and options
• Save copies of your work automatically
• Learn about memory resources, exporting and
printing, security
Reference Materials
Few, Stephen
Information Dashboard Design: The Effective Visual Communication of Data. Sabastopol, California: O’Reilly Media. 2006.
Tufte, Edward R.
Visual Display of Quantitative Information, Second Edition. Cheshire, Connecticut: Graphics Press. 2001.
Envisioning Information
Visual Explanations
Beautiful Evidence (Features Sparklines)
Few, Stephen
Show Me the Numbers: Designing Tables and Graphs to Enlighten. Oakland, California: Analytics Press. 2004.
Ware, Colin
Visual Thinking for Design. Morgan Kaufmann, 2008
Norman, Donald A.
Design of Everyday Things, The. New York: Basic Books. 2002. (reprinted from the original, entitled, The Psychology of Everyday
Things.)
Emotional Design: Why we Love (or Hate) Everyday Things. New York: Basic Books. 2004.
Thank You.
Thank You.

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