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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Qlik Sense allows you to explore simple and complex data to reveal hidden insight and data relationships that help you make quality decisions for overall productivity. An expert Qlik Sense user can use its features for business intelligence in an enterprise environment effectively. Qlik Sense Cookbook is an excellent guide for all aspiring Qlik Sense developers and will empower you to create featured desktop applications to obtain daily insights at work.
This book takes you through the basics and advanced functions of Qlik Sense February 2018 release. You’ll start with a quick refresher on obtaining data from data files and databases, and move on to some more refined features including visualization, and scripting, as well as managing apps and user interfaces. You will then understand how to work with advanced functions like set analysis and set expressions. As you make your way through this book, you will uncover newly added features in Qlik Sense such as new visualizations, label expressions and colors for dimension and measures.
By the end of this book, you will have explored various visualization extensions to create your own interactive dashboard with the required tips and tricks. This will help you overcome challenging situations while developing your applications in Qlik Sense.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 273
Veröffentlichungsjahr: 2018
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Qlik Sense Cookbook Second Edition
Copyright © 2018 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 author(s), nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been 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.
Commissioning Editor: Sunith ShettyAcquisition Editor:Prachi BishtContent Development Editor: Amrita NoronhaTechnical Editor: Sneha HanchateCopy Editor:Safis EditingProject Coordinator:Namrata SwettaProofreader: Safis EditingIndexer:Priyanka DhadkeGraphics:Jisha ChirayilProduction Coordinator:Aparna Bhagat
First published: November 2015 Second edition: August 2018
Production reference: 1280818
Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.
ISBN 978-1-78899-705-8
www.packtpub.com
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Contributors
About the authors
Pablo Labbe is a BI consultant with over 20 years' experience. In 2008 he was introduced to Qlikview, a former product by Qlik and the seed for Qlik Sense. Since then, he has focused on delivering BI solutions in a new way. Now he is the Principal of ANALITIKA Inteligencia, delivering BI projects and training on Qlik products and other technologies that embrace the self-service BI. Pablo is an active member of the Qlik community and other social media sites.
Philip Hand is a senior BI consultant who has worked with QlikView in the BI space for over 7 years. He has implemented end-to-end solutions in a wide variety of enterprises and for large business customers. He has spent many years consulting on business and QlikView solutions. His belief is that such a role proves invaluable to hone your skills through exposure to many different businesses, problems, technologies, industries, and people.
Neeraj Kharpate works as an independent BI consultant providing services to clients from various industries. Neeraj embarked on his journey with Qlik in mid-2007. He has over 10 years of experience working with clientele from multiple sectors, ranging from banks and insurance to retail. Neeraj has been closely following the developments in Qlik Sense ever since it was launched in 2014 and is actively involved with its enterprise-wide implementations.
About the reviewer
Marcio Lins was born in Guarabira, Brazil, on June 21, 1983. He is the founder of the IMWTI (2012), a Qlik solution provider partner, a Certified Scrum Master, and a Qlik developer leader. He has worked more than 10 ERP and other technologies (PHP, C#, and Clipper). He specializes in the Qlik API, from bots to integration with corporate systems.
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Preface
Qlik Sense is a powerful, self-servicing business intelligence (BI) tool for data discovery, analytics, and visualization. It allows you to create personalized BI solutions from raw data and get actionable insights from it.
This book is an excellent guide for all aspiring Qlik Sense® developers. It will take you from the basics, right through to the use of more advanced functions. With the recipes in this book, you will be empowered to create fully featured desktop applications in Qlik Sense®.
Starting with a quick refresher on obtaining data from data files and databases, this book moves on to the more refined features of Qlik Sense®, including visualization, scripting, set analysis, advanced aggregation, and useful extensions. The tips and tricks provided will help you to overcome challenging situations while developing your applications in Qlik Sense®. This and more will help you to deliver engaging dashboards and reports efficiently.
By the end of the book, you will be an expert user of Qlik Sense® and will be able to use its features effectively for business intelligence in an enterprise environment.
Who this book is for
The book is for anyone who has been exposed to Qlik Sense® and wants to start using it actively for BI. Anybody with prior knowledge of its sister product, QlikView, will also benefit from this book. Familiarity with the basics of BI is a prerequisite.
What this book covers
Chapter 1, Getting Started with the Data, introduces the reader to different methods of loading data into Qlik Sense from various sources, such as relational databases, data files, FTP server, and web services. We will also delve into the creation and usage of Master Library in Qlik Sense and Data Manager for data preparation without code.
Chapter 2, Visualizations, focuses on the best design practices in Qlik Sense in order to create engaging applications. It also looks at the concepts of snapshots and stories in Qlik Sense.
Chapter 3, Scripting, introduces the reader to the techniques of writing a well-structured script in Qlik Sense. It discusses and explains the benefits of concepts such as subroutines, script files, and loops in scripts, which all form a part of the arsenal of a good Qlik Sense developer.
Chapter 4, Managing Apps and the User Interface, introduces the reader to the concept of publishing the Qlik Sense apps on the server and Qlik Sense cloud. We will also look at certain key Qlik Sense objects and using them for the right purpose and to convey the right information.
Chapter 5, Useful Functions, deals with some very useful functions that are available in Qlik Sense. We present some challenging scenarios that a Qlik Sense developer faces and provide solutions for them.
Chapter 6, Set Analysis, is one of the most powerful concepts in Qlik Sense. This chapter explains the process of writing Set Analysis expressions from scratch. We will also look at some advanced variations in Set Analysis expressions, such as the introduction of flags, defining ranges using the Concat() function in Set Analysis expressions, using P() and E() for indirect selections, set operators, and alternative states.
Chapter 7, Using Extensions in Qlik Sense, focuses on managing and using the most useful extensions in your Qlik Sense apps, such as reload app, action buttons, variable input box, KPI visualization, and object containers, which conditionally show and hide objects.
Chapter 8, Advanced Aggregation with AGGR, discuss when and how to use AGGR with some useful recipes, such as Ranking and ABC Analysis.
Chapter 9, Tips and Tricks, contains recipes to improve your day-to-day productivity using Qlik Sense.
To get the most out of this book
Qlik Sense Cookbook requires you to have at least a basic understanding of Qlik Sense. You should have either already deployed a couple of Qlik Sense apps or have worked extensively with QlikView before if you are now looking to transition to Qlik Sense.
To make the most out of this book, you don't necessarily read it from the beginning until the end (although it's recommended), but you should feel encouraged to start a chapter you're interested in and follow all recipes until the end because some recipe depends on the previous ones. Cross-references between recipes are made to ensure you know where to continue your reading if you wish to deepen your knowledge.
To closely follow the practical examples and to make the most of the code snippets, please ensure you download the latest version of the Qlik Sense Desktop client from the official website, which can be found here https://www.qlik.com/us/try-or-buy/download-qlik-sense.
In the time of writing the book, several versions of Qlik Sense were launched introducing new features but also changes to the UI. At the time of writing of the book, we were using Qlik Sense version February/2018. We carefully wrote the recipes to work correctly with the most recent versions, but the recipe about geo map will not work with the current steps presented because theMapobject was entirely updated in version April/2018 and June/2018.
Download the example code files
You can download the example code files for this book from your account at www.packtpub.com. If you purchased this book elsewhere, you can visit www.packtpub.com/support and register to have the files emailed directly to you.
You can download the code files by following these steps:
Log in or register at
www.packtpub.com
.
Select the
SUPPORT
tab.
Click on
Code Downloads & Errata
.
Enter the name of the book in the
Search
box and follow the onscreen instructions.
Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:
WinRAR/7-Zip for Windows
Zipeg/iZip/UnRarX for Mac
7-Zip/PeaZip for Linux
The code bundle for the book is also hosted on GitHub athttps://github.com/PacktPublishing/Qlik-Sense-Cookbook-Second-Edition. In case there's an update to the code, it will be updated on the existing GitHub repository.
We also have other code bundles from our rich catalog of books and videos available athttps://github.com/PacktPublishing/. Check them out!
Download the color images
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: http://www.packtpub.com/sites/default/files/downloads/QlikSenseCookbookSecondEdition_ColorImages.pdf.
Conventions used
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Mount the downloaded WebStorm-10*.dmg disk image file as another disk in your system."
A block of code is set as follows:
EmployeeInt:LOAD *,if([EmployeeID]= previous([EmployeeID]),'No','Yes') ASLatestRecordFlagRESIDENT EmployeeIntTempORDER BY [EmployeeID] ASC, PositionFrom DESC;DROP TABLE EmployeeIntTemp;
When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:
EmployeeInt:
LOAD *,
if([EmployeeID]= previous([EmployeeID]),'No','Yes') AS
LatestRecordFlag
RESIDENT EmployeeIntTemp
ORDER BY [EmployeeID] ASC, PositionFrom DESC;DROP TABLE EmployeeIntTemp;
Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Under Sorting, make sure that PositionFromis promoted to the top."
Sections
In this book, you will find several headings that appear frequently (Getting ready, How to do it..., How it works..., There's more..., and See also).
To give clear instructions on how to complete a recipe, use these sections as follows:
Getting ready
This section tells you what to expect in the recipe and describes how to set up any software or any preliminary settings required for the recipe.
How to do it...
This section contains the steps required to follow the recipe.
How it works...
This section usually consists of a detailed explanation of what happened in the previous section.
There's more...
This section consists of additional information about the recipe in order to make you more knowledgeable about the recipe.
See also
This section provides helpful links to other useful information for the recipe.
Get in touch
Feedback from our readers is always welcome.
General feedback: Email [email protected] and mention the book title in the subject of your message. If you have questions about any aspect of this book, please email us at [email protected].
Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.
Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.
If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.
Reviews
Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!
For more information about Packt, please visit packtpub.com.
Getting Started with the Data
In this chapter, we will cover the basic tasks related to importing data into a Qlik Sense application:
Extracting data from databases and data files
Extracting data from web files
Extracting data from the FTP server
Extracting data from web services with Rest Connector
Activating the legacy mode in Qlik Sense® desktop
Previewing data in the Data model viewer
Creating a master library from the Data model viewer
Using a master library in Edit mode
Using visual data preparation on the data manager model viewer
Introduction
Data is the core aspect of any Business Intelligence (BI) application. It provides information that helps organizations to make decisions.
A Qlik Sense application is based on the data extracted from various sources, such as relational databases, CRM systems, ERP systems, and data files.
This chapter introduces the user to various methods of extracting data into a Qlik Sense application effectively. It is assumed that the reader is already acquainted with the concepts of ODBC, OLE DB, and relational databases. The chapter also provides essential recipes to extract data from web services with the REST connector and FTP data sources with the native Web File connector.
The latter part of the chapter focuses on a few recipes regarding the creation of a library and content and the new features of visual data transformation available in the data manager.
Extracting data from databases and data files
The data within an organization is usually stored in relational databases and data files. Extracting data is the first step toward creating a data model. This section demonstrates the steps to extract data from an MS Access database and a delimited (.CSV) file. The procedure to extract data from other relational databases is the same as the process for extracting data from MS Access.
The dataset that we will use is available publicly and covers information about routes and fares for various transport systems in Hong Kong. The original data files have been downloaded from the https://data.gov.hk/ website. This dataset can also be obtained from the Packt Publishing website.
The data connections in the Qlik Sense Data load editor save shortcuts leading to commonly used data sources, such as databases and data files. The following types of connections exist in Qlik Sense:
ODBC database connection
OLE DB database connection
Folder connection
Web file connection
Qlik Essbase Connector
Qlik ODBC Connector Package
Qlik REST Connector
Qlik Salesforce Connector
Qlik GeoAnalytics Connector
Web Storage Provider Connector
This recipe deals with the ODBC, OLE DB, and Folder connections. The web file connection and REST Connector will be dealt with in a separate recipe.
For the following connections, here is a short description, but we don't have recipes for them in this book:
Qlik Essbase Connector allows data extraction from Hyperion Essbase cubes
Qlik ODBC Connector Package allows data-extraction from several data sources, such as Google Big Query, Amazon Redshift, Hive, Cloudera Impala, IBM DB2, MS SQL Server, My SQL Enterprise Edition, Oracle, PostgreSQL, Sybase ASE, and Teradata
Qlik Salesforce Connector allows data extraction from Salesforce reports with SOAP or the Bulk API
Qlik GeoAnalytics Connector is a new service to make geo-analytics calculations, such as calculating the distance between points, clusters, and merging shapes
Web Storage Provider Connector allows a connection to storage services, such as DropBox, to retrieve data from files, such as XlSX or CSV
With the exception of Qlik GeoAnalytics Connector, all connectors are free to use. GeoAnalytics Connector requires the purchase or subscription of a separate license from Qlik.
Getting ready
The dataset required for this recipe that is downloaded from the Packt Publishing website (https://www.packtpub.com/big-data-and-business-intelligence/qlik-sense-cookbook-second-edition) comes in a zipped folder called QlikSenseData. Extract all the files from this zipped folder and save them on your hard drive at the desired location.
If you are connecting to the database using Open Database Connectivity (ODBC):
Install the relevant ODBC drivers on your system.
While setting up the ODBC connection, select the
ROUTE_BUS.mdb
file as the data source from the
QlikSenseData
folder.
Name the ODBC DSN connection as
HongKong Buses
.
