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TRANSCRIPT
Qlik Sense Workshop
Riccardo Paganelli
Settembre 2015
Step by step Exercises
Part 2: Connect to Data and Build an Application
Exercise 2
Create an app and load data
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.
Exercise 2 - Create the app
• Create your first app
Exercise 2 - Load in data
• Drag the Customers.xlsx file on to Qlik Sense.
Exercise 2 - Load in data
• Select the table Customers and all the columns
Exercise 2 - Profiling data
• Check the suggested associations between tables.
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.
Exercise 3
Create you first visual
Which Product has the highest Sales? Which Product is the
most profitable?
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”
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%
Exercise 4
Line Charts Which Month had the highest Sales?
& Treemaps Which Product drives the most sales in each category?
Exercise 4 – Create a Line Chart
• Create a Line Chart
• Dimension1: Month
• Dimension2: Year
• Measure: sum(Sales)
Exercise 4 – Create a Treemap
• Create a Treemap
• Dimension1: Category
• Dimension2: Product
• Measure: sum(Sales)
Part 3: Enhance your Application and Data Model
Exercise 5
Adding KPIs
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.
Optional – Adding icons and images
1. Use the Text & Image object
Final result:
2. Select the Sales image
3. Configure Sizing and Position
2.
3.
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.
Exercise 6
Data Load editor
Data Load Editor
• Open the Data load editor in a new window
• Create a new Folder connection to the data folder.
Load the Geodata.xlsx file
• We will use the Latitude and Longitude of the Cities.
• Load the 3 columns
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
Adding date-based fields
• Unlock the Auto-Generated section in the script
• Create new date-based fields using the [OrderDate] field
Exercise 7
Filters and Maps
Exercise 7 – Create a new sheet
• Name it Analysis
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
Exercise 7 – Add another Map and data (weather)
• Go to Qlik DataMarket via the Add Data menu
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
Exercise 7 – Add another Map and data (weather)
• Visualize the average Precipitation in a map to compare it with the Sales
Sales Avg Precipitation
Exercise 8
Master Items for reusability
Exercise 8 – Master Items, Dimensions
• Go to the Master Items tab in the left hand panel and add Dimensions
Exercise 8 – Master Items, Drill Down group
• Add a Drill-down group of fields to navigate trough the hierarchy in the
visualizations
Exercise 8 – Master Items, Measures
• Create a Measure from the field Sales
Exercise 8 – Master Items, Measures
• Create a Measure “Profit %” from the Measures Create new button
Expression: sum(Profit) / sum(Sales)
Name: Profit %
Part 4: Additional Topics
Exercise 9
Create a Story
Create a Story
Click on the Stories button and Create a new story.
Snapshots
• Use the Snapshot button to take a snapshot of an object
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
Finishing the 1st slide of the Story
• Add a Title to the 1st slide
New slide with dynamic content (app sheet)
• Add a new slide with dynamic objects
• Use the Sheet left-aligned in the top-left corner
Exercise 10
Using Extensions
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
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.)
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
Thank You