- 1. Budget initialization Smart data entry Adjustments &
Allocations Simulation Modeling and configuration Workflow KliqPlan
KliqPlan KliqCalc KliqPlan KliqTable KliqCalc KliqPlan P&L,
Balance sheet KliqPlan KliqPlan KliqCalc KliqTable KliqObjects :
take a tour in the Planning Suite!
2. KliqPlan version 3 Smart data-entry for Budgeting &
Planning in QlikView 3. KliqPlan within your QlikView documents
KliqPlan is an Extension Object that allows performing data-entry
from within QlikView 4. and directly reloaded in all KliqObjects
KliqPlan - Direct Access Architecture RDBMS Data inputed in
KliqPlan are saved to a relational database (OLEDB) 5. Properties
setting New Sheet Object : Just Drag&Drop to insert KliqPlan
Ready to go! KliqPlan as easy as QlikView ! 6. KliqPlan within your
QlikView documents Smart data-entry Audit trails Smart Paste
WorkFlow Cells locking Blocked totals Data spread&break -back
7. Rows and columns reflect the current selection Leverage Set
Analysis to dynamically filter a document section based on the
current KliqPlan row KliqPlan - Full QlikView synchronisation Set
Analysis objects 8. =150 +50 %10 Data Input, spread shortcuts, copy
values and distribution KliqPlan - Smart Data Entry Check box List
box Icons 9. Enter the new total (row, column or grand total) to
spread it back automatically. Work at an aggregate level with
hierarchy-based top-down spread. KliqPlan - Spread-back, Break-back
10. Use a QlikView expression to point at a base KliqPlan - Base
your budget on existing data base Previous Year Forecast Difference
= 150,000 Variance = 14 Enter the difference or the % variance to
recalculate the input 11. KliqPlan $ $ input Save $ $ $ $ % % % % %
Hierarchies Drivers Build the Allocation logic Detail level
allocation Aggregated input Essential ingredient for : Activity
Based Costing Driver-based Planning Top-down Budgeting Cost
Analysis Sales Targeting Simulation models KliqPlan - Dynamic
Allocations KliqCalc 12. KliqPlan - Smart Paste from Excel P1 P2 P3
P4 40 2 5 M1 M2 M3 M1 M2 M1 M2 P1 10 10 P2 1 1 5 P1 10 10 M1 M2 M1
M2 P1 3 10 P3 2 7 2 7 P1 P2 P3 P4 53 2 5 4 14 M1 M2 M3 Copy,
n(P,M), Paste =replace Aggregation Aggregation & Consolidation
Copy, n(P,M), Paste = add 13. Budget 2013 Base expression = sales
Y-1 Sales 2013 + smart data entry KliqPlan New products + smart
paste + smart data entry Create new product KliqTable QV Reload
KliqPlan - ...for an easy Budget creation Base expression =
forecast Smart Paste New product forecast Paste by reference Detect
code/description Automatic transposition 14. Every property can be
set through a QlikView expression. KliqPlan - Dynamic layouts!
Properties - KliqPlan Settings Dimensions Expressions Input Base
Lock Calculated columns Row Column Webserver Buffer Table In the
expression you can: Use document variables to simplify maintenance
Leverage the power of Set Analysis Use any QlikView function (e.g.
QVUser, Today, GetSelectedCount) Manage conditions both from the
document and from the SQL tables. KliqPlan therefore is a
data-entry object whose behaviour can be dynamically set based on
the context and business rules. 15. Aligned colors to other
QlikView objects Workflow alert by cell (eg. If adjustment...)
Recently modified cells [by] ... KliqPlan - More collaboration with
notes & colors QlikView expression driven notes edit mode
Comment texts stored in database Dimensions-related comments
Linkable to workflow rules Note highlighted & displayed in
tooltip QlikView expression driven color-coding On/Off Cell notes
Color coding 16. KliqPlan - Workflow with control panel 17.
KliqPlan - locking rules using QlikView Expression eg : locking
closed month while reforcasting 18. KliqPlan - Audit Trail for each
cell KliqPlan recognizes and uses automatically the following
fields for audit trail: Field Name Field Type Description kp_user
Nvarchar User name kp_created datetime2 Date/time of creation
kp_modified datetime2 Date/time of last change 19. Interface:
automatic, based on XML files. KliqPlan - Dynamic localization
Data: dynamic, based on QlikView Expressions 20. Revision 2Product
/month Budget Initialization Smart Data Entry Collaboration
Localization Segmentation Budgeting Session Product Budget approved
Revision 1 Customer/month BudgetCreate new version Product >
Customer Explosion Reload ERP SQL Product Budget KliqPlan ...for
budgeting and planning with QlikView 21. KliqCalc version 3
Leverage your Excel models for P&L, Simulations, Planning in
QlikView 22. KliqCalc for a financial approach Driver-Based
budgeting, P&L, Financial reports, Simulation Multi sheet,
Named cells, Cells format Excel-compatible integrated spreadsheet
(270 functions) Data entry Break-Back Write-Back 23. KliqCalc -
Combine Excel and QlikView power Use a simple Excel template to
design your model, including formulas Connect cells to QlikView
calculation and current selection 24. KliqTable version 3 Manage
master tables and control the data repository 25. KliqTable -
Manage entities (versions, products...) Web Table Editor