Qlik Sense Workshop - esqogito.com · Automatic Workshop Setup •Copy and extract the QlikSenseWorkshop.zip folder into a folder on your machine. Within the zip file, you will see

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


Exercise 4 – Create a Treemap

• Create a Treemap

• Dimension1: Category

• Dimension2: Product


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


• 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


• Select all Locations, “All time”

• Measure: “Daily total precipitation (rainfall and / or melted snow…”

• Click Load and Finish


• 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