Budget initializatio n 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!
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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!
KliqPlan©
version 3
Smart data-entry for Budgeting & Planning in QlikView
KliqPlan© within your QlikView © documents
KliqPlan is an Extension Object that allows performing data-entry from within QlikView
and directly reloaded in all KliqObjects
KliqPlan© - Direct Access Architecture
RDBMS
Web Service
Data inputed in KliqPlan are saved to a relational database (OLEDB)
2 Properties setting
1New Sheet Object :Just Drag&Drop to insert KliqPlan
3
Ready to go!
KliqPlan© as easy as QlikView© !
KliqPlan© within your QlikView © documents
Smart data-entry
Audit trails
Smart Paste
WorkFlow
Cells locking
Blocked totals
Data spread&break
-back
• 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
=150
+50
%10
Data Input, spread shortcuts, copy values and distribution
KliqPlan© - Smart Data Entry
Check box
List box Icons
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
Use a QlikView expression to point at a base
KliqPlan© - Base your budget on existing data
basePrevious Year
Forecast
Difference = 150,000
Variance = 14
Enter the difference or the % variance to recalculate the input
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©
KliqPlan© - Smart Paste from Excel
P1P2P3P4
40
2 5
M1 M2 M3
M1 M2 M1 M2P1 10 10 P2 1 1 5P1 10 10
M1 M2 M1 M2P1 3 10 P3 2 7 2 7
P1P2P3P4
53
2 5
4 14
M1 M2 M3
12Copy, Ʃn(P,M), Paste =replace
AggregationAggregation & ConsolidationCopy, Ʃn(P,M), Paste = add
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
Every property can be set through a QlikView expression.
KliqPlan© - Dynamic layouts!
Properties - KliqPlan
Settings
Dimensions
Expressions
InputBaseLockCalculated columns
RowColumn
WebserverBuffer 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.
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/OffCell notes
Color coding
KliqPlan© - Workflow with control panel
KliqPlan© - locking rules using QlikView© Expression
eg : locking closed month while reforcasting
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
Interface: automatic, based on XML files.
KliqPlan© - Dynamic localization
Data: dynamic, based on QlikView Expressions
Revision 2Product /monthBudget
Initialization
Smart Data Entry
CollaborationLocalization
Segmentation
Budgeting Session
Product Budget approved
Revision 1
Customer/monthBudgetCreate new
version
Product > Customer Explosion
Reload
ERP
SQL
Product Budget
KliqPlan©...for budgeting and planning with QlikView
KliqCalc©
version 3
Leverage your Excel© modelsfor P&L, Simulations, Planning in QlikView
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-BackWrite-Back
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
KliqTable©
version 3
Manage master tablesand control the data repository
KliqTable© - Manage entities (versions, products...)
Web Table Editor
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