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- Herausgeber: Packt Publishing
- Kategorie: Fachliteratur
- Sprache: Englisch
The intuitive and powerful Qlik Sense visual analytics software allows anyone to engage in data discovery, to explore your data, and find meaningful insights to empower your business. Qlik Sense lets you easily create personalized reports and visualizations and reveal essential connections to show new opportunities from every angle.
Written by members of the Qlik Sense team, this book is the official guide from Qlik to understanding and using their powerful new product with fully updated coverage to the latest features of the most modern edition of Qlik Sense. Benefit from the vision behind the development of Qlik Sense and get to grips with how Qlik Sense can empower you as a data discovery consumer. Learn how to create your own applications for Qlik Sense to customize it to meet your personal needs for business intelligence, and how to oversee and administer the Qlik Sense data architecture. Finally, explore utilizing Qlik Sense to uncover essential data, with practical examples on finding and visualizing intelligence for sales figures, human resources information, travel expense tracking, and demographic data discovery.
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Seitenzahl: 227
Veröffentlichungsjahr: 2015
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Table of Contents
Learning Qlik Sense® The Official Guide Second Edition
Learning Qlik Sense® The Official Guide Second Edition
Copyright © 2015 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: February 2015
Second edition: December 2015
Production reference: 1211215
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78588-716-1
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Credits
Authors
Christopher Ilacqua
Henric Cronström
James Richardson
Reviewer
Arthur Lee
Acquisition Editors
Subho Gupta
Sam Wood
Technical Editor
Pankaj Kadam
Copy Editor
Laxmi Subramanian
Proofreader
Safis Editing
Indexer
Hemangini Bari
Production Coordinator
Nilesh Mohite
Cover Work
Nilesh Mohite
About the Authors
Dr. Christopher Ilacqua is the research director of product validation at Qlik®. He has been working with leading customers and partners in the US for more than 3 years garnering feedback on Qlik Sense. Chris has over 25 years of experience in the field of planning and business intelligence, and he has established himself as a leading expert by advising, designing, and implementing hundreds of planning and business intelligence applications. He has a doctorate in business administration, a master's degree in business administration in accounting, and a bachelor's degree in marketing. His research interests focus on big data, data governance, mobile BI, SaaS, business collaboration, and cloud-based solutions. Additionally, Chris serves as an adjunct professor at New England College of Business, where he teaches graduate students strategic leadership, marketing, operations management, and MIS.
Dr. Henric Cronström is vice president product and technical product advocate at Qlik®, where he has worked for most of the time since the company was founded. At Qlik, Henric has had several different roles. For the first few years in Qlik's history, he was the product manager for QlikView, and then he moved into solution implementation and training. After many years in the field, including a role as a manager for the technical staff in QlikTech, Germany, he returned to Sweden as deputy manager for the development organization. In his current role, his main task is the communication of technical products on blogs, in the press, and directly with large accounts.
Henric has a doctorate in elementary particle physics from Lund University.
James Richardson is business analytics strategist at Qlik®. Prior to joining Qlik, James spent 6 years as a Gartner analyst covering business intelligence and analytics. During his tenure, along with advising hundreds of organizations on BI topics, James was the lead author of the Magic Quadrant for BI Platforms report and was the chairperson and keynote speaker for Gartner's European BI summit. Before Gartner, James spent 13 years at BI and performance management software vendor IMRS/Arbor/Hyperion in various roles. Prior to that, James worked for Sema Group developing software for industrial control systems (SCADA), and as an advertising copywriter. In 2015, he was named one of the UK's top 50 data leaders by Information Age magazine.
Acknowledgments
As with any project of this size, there are a number of people who helped support this book. First of all, we would like to thank Anthony Deighton and Donald Farmer for their vision of Qlik Sense® and their executive support for this project. Additionally, we would like to thank Arthur Lee and the product management team at Qlik who supported the technical review of this book.
We would also like to thank all the Qlik employees that joined us over the last 3 years at customer sites to help solicit feedback and review parts of the text on Qlik Sense. These people include Jodi Antoni, Pierce Barber, Adrian Bereanu, Chris Brennan, Sean Donovan, Jeff DeAngelis, Dan English, Vinay Kapoor, Terry Kavouras, Mark Latessa, Arthur Lee, Erik Lövquist, Kevin Schulz, Joe Parker, and Elif Tutuk. Thank you for sharing your time, knowledge of Qlik products, and customers. This book could not have been written without the hundreds of hours of conversations with customers and partners.
The last four chapters of this book are based on the hard work of the Qlik demo team. These applications and new approaches to solve these business problems were created by Michael Anthony, Chuck Bannon, Alexander Karlsson, Jennell McIntire, Apeksha Patak, Francis Kabinoff, and Arturo Muñoz. Thank you for allowing us to bring life to your applications in this book.
Additionally, we wish to thank Brian Munz of the developer relations team and the Qlik legal team of Deborah Lofton, Alice Hume, and Heather Rossman for creating the legal framework that allowed us to explore Qlik Sense concepts with customers and partners. Also, we wish to thank the social influence and reputation management team of Maria Scurry and Toni Iafrate for their support and helping get the word out, both internally and externally, on the value of this project.
Finally and most importantly, we would also like to thank the companies who have contributed their time, resources, feedback, and passion for Qlik products for more than 3 years, which helped uncover the value of Qlik Sense in their organizations.
About the Reviewer
Arthur Lee has been vice president of product management at Qlik® since June 2014. Arthur previously served various Qlik product management roles since joining Qlik in 2010. He is responsible for the product management function at Qlik. He has served as a business unit executive at IBM's business analytics business unit as a product manager among a variety of other product marketing roles at IBM/Cognos/TM1 from October 2004 to January 2010. Prior to IBM, he has held several financial and consulting roles within banks, retail, and software companies.
Mr. Lee holds a BA in finance and marketing from Boston College.
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Preface
Welcome! The purpose of this book is to help you learn about Qlik Sense®, Qlik's self-service visualization platform. Our aim is to help you get more from your data by applying Qlik Sense and its unique capabilities to your analytic needs. At the beginning of the book, we'll cover why Qlik chose to develop Qlik Sense, what data discovery is and can do, and the strategy and vision behind the product. In the subsequent chapters, we'll address practical considerations, including the Qlik Sense application's life cycle, how to meet the needs of different types of users, how to develop and administer engaging Qlik Sense applications, data modeling and getting the most out of the QIX engine. The book concludes by outlining a series of example applications built using Qlik Sense, to address analysis needs in sales management, HR, T&E management, and demographics.
What this book covers
Chapter 1, Qlik Sense® and Data Discovery, covers why Qlik chose to develop Qlik Sense, what data discovery is and can do, and the strategy and vision behind the product. This will include:
Chapter 2, Overview of a Qlik Sense® Application's Life Cycle, covers the Qlik Sense application's life cycle overview as a backdrop to highlighting key features and benefits of Qlik Sense in meeting these requirements. There are thousands of features in this initial release and this chapter will serve as a guide to the major components, features, and benefits to start your exploration of Qlik Sense. This will include:
Chapter 3, Empowering Next Generation Data Discovery Consumers, highlights the key features in the context of specific user requirements that Qlik has identified as a consumer. This will include:
Chapter 4, Contributing to Data Discovery, highlights the key features in the context of specific user requirements that Qlik has identified as a contributor or someone who seeks to share key findings from their analysis. This will include:
Chapter 5, Authoring Engaging Applications, highlights an approach to building engaging applications to meet your business problems. This will include:
Chapter 6, Building Qlik Sense® Data Models, highlights the techniques and principles behind building a data model. This will include:
Chapter 7, Qlik Sense® Apps in the Cloud, briefs us on using Qlik Sense Cloud. This will include:
Chapter 8, Extending the Qlik® Analytic Platform, gives an overview of the key APIs and how to use them to extend Qlik Sense solutions. This will include:
Chapter 9, Administering Qlik Sense®, highlights the administration of Qlik Sense applications within an organization. This will include:
Chapter 10, Sales Discovery, applies Qlik Sense to the challenges of analyzing sales performance within your organization. This will include:
Chapter 11, Human Resource Discovery, applies Qlik Sense to the challenges of analyzing human resource data. This will include:
Chapter 12, Travel Expense Discovery, applies Qlik Sense to the challenges of analyzing travel expense management within an organization. This will include:
Chapter 13, Demographic Data Discovery, applies Qlik Sense to the challenges of analyzing demographic data. This will include:
What you need for this book
You will need a copy of Qlik Sense Desktop, which is available for free at http://www.qlik.com/us/explore/products/sense/desktop. After that, you just need some time and a good comfortable chair. Additionally, the sample application's examples and many others are available for you to explore live on http://sense-demo.qlik.com/. Please bookmark this link as additional demonstrations and examples are constantly being added and updated.
Who this book is for
This book is for anyone who has struggled with decision-making and is looking for an intuitive way to analyze data through Qlik Sense. This can include casual users who are looking for an easy product that helps them understand their data and helps transform their data into actionable information. Additionally, this book provides information to analysts, developers, and administrators who seek to help organizations improve the performance of decision-making across their organization through the Qlik Sense enterprise server.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "Note that Pat has renamed the sheet to Pat-Product Analysis."
Any command-line input or output is written as follows:
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "There is no need to save the sheet but rather just click on the Done button."
Note
Warnings or important notes appear in a box like this.
Tip
Tips and tricks appear like this.
Reader feedback
Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.
To send us general feedback, simply send an e-mail to <[email protected]>, and mention the book title via the subject of your message.
If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.
Customer support
Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Reviewing the example applications
The examples and many others are available for you to explore live on http://sense-demo.qlik.com/. Please bookmark this link as additional demonstrations and examples are constantly being added and updated.
Errata
Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you could report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website or added to any list of existing errata under the Errata section of that title.
To view the previously submitted errata, go to https://www.packtpub.com/books/content/support and enter the name of the book in the search field. The required information will appear under the Errata section.
Piracy
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Please contact us at <[email protected]> with a link to the suspected pirated material.
We appreciate your help in protecting our authors, and our ability to bring you valuable content.
Questions
You can contact us at <[email protected]> if you are having a problem with any aspect of the book, and we will do our best to address it.
Chapter 1. Qlik Sense® and Data Discovery
In this chapter, we'll start getting to grips with what Qlik Sense offers by getting a better understanding of Qlik's background and how Qlik Sense was developed. In addition, we will examine the discovery-based approach to business intelligence that Qlik invented.
We will cover the following topics:
Continuing disruption
In the world of technology, there's a lot of talk about creating new products that disrupt existing markets, but very few organizations can say they've done it for real. Qlik is one of them.
In 2007, the business intelligence (BI) software market changed forever. Oracle bought Hyperion, SAP bought Business Objects, and IBM bought Cognos. The conventional wisdom was that BI would effectively cease to exist as a standalone market, subsumed into larger stacks of technology.
However, this wasn't the case. In fact, by 2007, a revolution was already well underway. The BI world was being fundamentally disrupted, challenged by the new approach pioneered by Qlik (then called QlikTech). The disruptive technology Qlik developed was called QlikView. To differentiate QlikView from the established BI products, Qlik began to call the new disruptive approach Business Discovery, later adopting data discovery as this term gained industry-wide adoption.
Surprisingly though, when it was launched in 1994, what became QlikView was not consciously targeted at the BI software market. Rather, its initial task was to help its customer understand which of a number of individual parts and manufacturing materials were used across the range of the complex machines it manufactured, and which parts were not associated with particular items (a critical point we'll explore later in this chapter and revisit throughout this book). The goal was to visualize the logical relations between the parts, materials, machines, and products. This origin led to an approach completely different from BI at the time, one in which all the associated data points are linked automatically, enabling discoveries to be made through free exploration of data.
As it became more widely used and deployed, it was evident that what QlikView was being used for was a new type of BI. QlikView's speed, usability, and relevance challenged the standard approach that was dominated by IT-deployed data reporting products, which are slow performing, hard to use, and built around models that struggle to keep up with the pace of modern business needs.
QlikView's intuitive visual user interface, patented associative data handling—running entirely in memory—and its capability to draw data together from disparate sources changed the landscape. Discovery-led BI is about giving people the power to interact with and explore data in a much more valuable way than the older, reporting-led BI incumbency could. This is massively compelling to people who need to quickly ask and answer questions based on data in order to learn and make decisions, and proved very compelling to people jaded with the way things had been done before. QlikView became very successful, dominating the market it pioneered.
So what did Qlik do then? Sit back and relax, proud of its disruptive chops, safe in the knowledge that it had recast an established market in its image? No. Far from it. Instead, Qlik took the decision to transform the BI market again with a new product.
Qlik Sense® and the QlikView.Next project
Qlik decided to design and develop a next generation data discovery platform. Developed under the project name QlikView.Next and launched as Qlik Sense, the product was anchored to five themes:
Making sense of modern business
You may say, "Well, that's all good, but it doesn't really tell me why this matters or why Qlik Sense is important."
