QlikView Essentials - Chandraish Sinha - E-Book

QlikView Essentials E-Book

Chandraish Sinha

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Beschreibung

Want to solve your Business Intelligence headaches? Learn how QlikView can help, and discover a powerful yet accessible BI solution that lets you harness your data

About This Book

  • Design interactive dashboards using QlikView to share sharp BI insights
  • Discover how to create effective data models to manage and harness your data with QlikView's ETL functionality
  • Learn and implement best practices to successfully integrate QlikView within your organization

Who This Book Is For

If you recognize the challenges of harnessing data for a modern business this book is for. Maybe you already know a little about QlikView – if you want to learn more, QlikView Essentials is a great way to develop your knowledge and skills.

What You Will Learn

  • Learn the complete QlikView workflow – from loading data, to visualization and analytics
  • Learn how to Load data from different sources, including QVD files and how to optimize data models for accuracy and precision
  • Discover solutions to common data modeling problems, so you can respond quickly to changing situations
  • Create accessible dashboards and quality data visualizations to share insights effectively
  • Learn how to deploy your BI application for optimal availability

In Detail

This guide demonstrates just how easy it is to get started with QlikView and create your own BI application. Featuring an introduction to its core features before exploring how to load data and model it, you'll soon become more confident that you can take full advantage of QlikView's capabilities. You will also learn how to use QVD files with QlikView – and how they offer a simpler way of handling data.

After digging deeper into data handling, as you learn how to use mapping tables and create a master calendar, you'll then find out how to get the most from QlikView's visualization features – vital if you are to use your data insights effectively. From accessible and user friendly dashboards to strategies and best practices for subjecting data to further analysis, you can be confident that you'll be prepared to get the most out of your data with QlikView.

With details on how to finally secure your application and deploy it for a successful integration in your organization, QlikView Essentials underlines exactly why QlikView is becoming more and more popular for businesses that understand the value of data.

Style and approach

The book takes a step-by-step approach to QlikView development, and is explained in an easy-to-follow style. Each topic is accompanied by an exercise so you can put your knowledge into practice. This book will be useful for you no matter what your needs and experience levels with the technology.

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Seitenzahl: 155

Veröffentlichungsjahr: 2016

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Table of Contents

QlikView Essentials
Credits
About the Author
About the Reviewer
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Instant updates on new Packt books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. QlikView Fundamentals
QlikView components
QlikView installation
Getting started
The development life cycle of QlikView implementations
About Adventure Works
User requirements
Analyze data model/data sources
Star schema and snow flake schema
QlikView development setup
Summary
2. Extract, Transform, and Load
Configuring settings
Scripting essentials
Connecting to the database
Loading the OrderHeader Table
Loading the OrderDetail table
Creating fields in the Order table
Loading the Customer table
Loading the Product table
Resolving the synthetic keys
How to resolve synthetic keys
Removing synthetic keys between the Product and Order Detail tables
Loading the ProductSubcategory table
Loading data from text and Excel files
Loading the Product Category table
Loading Employee.xlsx
Circular reference and loosely coupled tables
Circular reference
Loosely coupled tables
Resolving circular reference
Loading the SalesTerritory and Shipment tables
Loading an Inline table
The Qualify statement
Loading the Shippers table
A word about resident load and Exists
Finding the sales person
Using If statements in the script
Including files using the Include statement
More on Table Viewer
Time to review your data model so far
Summary
3. Optimizing Your Data Model
Mapping table essentials
Mapping load – Territory table
Mapping load – Product Category and ProductSubcategory tables
Mapping load – ProductSubcategory table
Mapping load – CountryRegion_Inline
Concatenation
Concatenation example
Automatic Concatenation
NoConcatenate
Forced concatenation
Joins
Join Orders and Order Detail
Left join SalesPerson
Aggregating data
Concatenating the new Employees table
Reviewing the final data model
Summary
4. Data Modeling Challenges
Crosstable essentials
Loading EmployeeSalesTarget.xlsx
Link table
Link table essentials
Creating a link table
Variables in QlikView
Using variables to set the file path
Master calendar
The IntervalMatch function
QlikView Data Files (QVD)
Creating QVD files for our data model
Optimized load – reading QVD
Reading QVD files
Best practices of data modeling
Summary
5. Creating Dashboards
Dashboarding essentials
Getting started
Associative experience
Binary load
Exploring menu items
Sheet objects
Creating a multi-tab application
The dashboard sheet
Creating list boxes for other fields
Options to copy and paste objects
Placing a logo on the dashboard sheet
Creating a bar chart
Expression Overview
Creating a text object
Creating a scatter chart
The story of two tables
Creating a straight table
Enhancing your tables
Groups
Creating a drill-down group
Creating a cyclic group
Creating a pivot table
Container
Dimension limits
Interactivity using text objects
Some more charts
Line charts
Combo charts
Pie charts
Some important functions
The Aggr function
Nested aggregation
Other functions
Summary
6. Comparative Analysis
Set Analysis essentials
Using Set Analysis
Alternate States
What-If Analysis
Using input box
The last step
Summary
7. Securing Your Application
Section Access essentials
Implementing Section Access
Using OMIT
Using reduction
Summary
8. Application Deployment
QlikView architecture essentials
Client Access Licenses (CALs)
QlikView application deployment
QlikView server structure
Summary
Index

QlikView Essentials

QlikView Essentials

Copyright © 2016 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, 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: January 2016

Production reference: 1120116

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78439-728-9

www.packtpub.com

Credits

Author

Chandraish Sinha

Reviewer

Julián Villafuerte

Commissioning Editor

Akram Hussain

Acquisition Editors

Purav Motiwalla

Larissa Pinto

Content Development Editor

Samantha Gonsalves

Technical Editor

Pramod Kumavat

Copy Editor

Joanna McMahon

Project Coordinator

Kinjal Bari

Proofreader

Safis Editing

Indexer

Rekha Nair

Graphics

Kirk D'Penha

Production Coordinator

Manu Joseph

Cover Work

Manu Joseph

About the Author

Chandraish Sinha is a Business Intelligence enthusiast from Ohio. He brings 17 years of experience in providing cost-effective BI solutions.

He is responsible for many QlikView implementations in various industries, namely financial, insurance, pharmaceuticals, and event management. He currently holds QlikView Designer and QlikView Developer certifications.

He shares his knowledge and passion through his QlikView blog (http://www.learnallbi.com/).

He currently works as an independent BI consultant and helps organizations in implementing BI solutions.

I would like to thank my family and friends to provide me time and encouragement in the process of writing this book.

About the Reviewer

Julián Villafuerte is a founding member of Evolution Consulting, a Mexican firm, which provides QlikView consulting services throughout America. Since 2010, he has helped several companies to define effective strategies for data management and business analysis. As a consultant, he has worked in application development, project management, presales, and training divisions for many industries, including retail, manufacturing, and insurance.

In October, 2015, he published Creating Stunning Dashboards with QlikView, Packt Publishing, a practical handbook focused on developing useful and engaging analytical applications. He has a Master's degree in Information Technology Management and teaches at the Tecnológico de Monterrey in Mexico City. Recently, he started a blog named QlikFreak (https://qlikfreak.wordpress.com/), where he shares tips and tricks about data visualization, scripting, and best practices.

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Preface

The data is growing at a higher pace so does the need to understand data. There are many applications that perform data analysis and design, but QlikView takes Business Intelligence to the next level. The ability of QlikView to extract and present the data in a way that the human mind thinks, has made QlikView hugely popular. The associative nature of the QlikView data model has made business discovery fairly simple.

This book is being designed in a way that provides equal value to a novice BI developer and a seasoned practitioner. This book starts with the basics of QlikView, data warehousing and works through creating data models and visualizations. This book covers all the topics for the QlikView designer and developer and can be used as a reference guide in new or ongoing implementations.

Each chapter in the book follows a structure:

Each chapter will cover the essentials of the topic in the chapter.This book covers both QlikView developer/Data model and QlikView designer/visualization topics.Each topic is explained first and then followed by a step–by-step exercise. Readers can follow these exercises to create their own data model and dash boarding application.This book uses the Adventure Works database; most readers will have familiarity with this database. There is tons of information available online on this database, so users will easily understand.This book also comes with data in MS Access, Excel, and text files. It is also accompanied with QlikView solutions/qvw's that the reader can download and follow.

What this book covers

Chapter 1, QlikView Essentials, provides the basics of QlikView. It gives an overview of the QlikView architecture. It also provides instructions on how to download QlikView. You get to know about the star schema and learn about the underlining data model used in the book.

Chapter 2, Extract, Transform, and Load, as the name suggests, dives into building a data model in QlikView by extracting, transforming, and loading data. In this chapter, readers will learn about using scripts to load data from different sources and data transformation.

Chapter 3, Optimizing Your Data Model, deals with techniques to optimize a data model. This involves different ways to join data and data aggregation.

Chapter 4, Data Modeling Challenges, helps you in understanding and resolving different data modeling challenges. You learn about loading some special table types. You will also learn about the best practices of data modeling.

Chapter 5, Creating Dashboards, gives you the opportunity to learn about different dash boarding practices and create different visualization objects.

Chapter 6, Comparative Analysis, enforces the importance of data comparison in the dashboards using Set Analysis and Alternate State. You also learn about implementing what-if analysis.

Chapter 7, Securing Your Application, teaches how to secure your dashboard application.

Chapter 8, Application Deployment, provides an overview of servers and how applications can be deployed on the server.

What you need for this book

To follow this book, QlikView Desktop is required. QlikView desktop can be downloaded for free from Qlik.com by following the steps in Chapter 1, QlikView Essentials. To run QlikView desktop, you will need a minimum of 2 GB RAM and 2 GB of hard disk. Windows 7 or higher is recommended. Though not compulsory, knowledge of Business Intelligence terms and SQL knowledge will be helpful.

Who this book is for

This book covers all the essentials of QlikView application building. The book is written for novice developers who want to learn building dashboard applications using QlikView. This book will also help developers who are working on other applications but want to adopt QlikView as a next step in their career. This book covers all the aspects of QlikView from developers and designers to deployment.

Conventions

In this book, you will find a number of text styles 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: "After loading this statement drop %TempKeyField as it was required only for comparison."

A block of code is set as follows:

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "Use Debug option from File menu to debug your script."

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 disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of.

To send us general feedback, simply e-mail <[email protected]>, and mention the book's title in 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 at 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.

Downloading the example code

You can download the example code files from your account at http://www.packtpub.com for all the Packt Publishing books you have purchased. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.

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

Piracy of copyrighted material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works in any form on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.

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

If you have a problem with any aspect of this book, you can contact us at <[email protected]>, and we will do our best to address the problem.

Chapter 1. QlikView Fundamentals

If you are reading this book, then you are already familiar with the power of QlikView. You are on your way to utilize the in-memory and associative power of QlikView to build better insights for your organization. Business intelligence applications developed in QlikView are helping organizations worldwide in transforming their raw data into useful information.

Before jumping into creating data transformations and visualization in QlikView, we will cover the basics of this book. This book will cover all the essentials of QlikView designer and developer concepts. It will start with basics of QlikView, and then dive into loading data, performing transformations, creating visualizations, and deployment of the application. In each chapter, you will understand the key concepts and follow step-by-step exercises.

The first chapter will cover the development life cycle of QlikView, an introduction to a fictitious company Adventure works Inc., and an introduction to the adventure works data model.

In this chapter, we will learn about:

QlikView components and installationQlikView basicsProblem definition of a fictitious companyUnderstanding existing data model and tablesDevelopment environment setup

QlikView components

QlikView has three main components: QlikView Desktop, QlikView Server (QVS), and QlikView Publisher.

In this book, we will use QlikView desktop to create data model and visualizations.

QlikView installation

To explore the power of QlikView, you need to install QlikView desktop. A personal edition of QlikView desktop can be downloaded from http://www.qlik.com/us/explore/products/free-download?ga-link=navbtn.

You will be asked to register, or login if you are already a registered user.

The installation file comes in 32-bit and 64-bit editions. Install the version based on your computer's specification. Installation is very straightforward. You need to just follow the default options. The personal edition has the full capability of QlikView desktop. The Personal edition works with local files only; you cannot share your application design file (qvw) with another unregistered user, or load a design file from another user.

Installation comes with an Examples folder that contains QlikView documents. You can review this folder to learn more about QlikView. This folder is located in your installation path under C:\Program Files\QlikView.

Before moving further, we will learn the basics of QlikView:

Technology: QlikView uses an in-memory data model. It stores all the data in RAM instead of disk. RAM storage results in faster response time.Associative experience: In QlikView, data is always associated. Association is automatically created between two tables having common field names. The associative technology results in an enhanced data discovery experience. Traditional BI solutions follow a predefined path to navigate and explore the data. QlikView allows users to take any data path of their choice.Power of green, white, and grey: In a QlikView application, selected data elements are displayed in green, associated data is displayed in white, and non-associated data is shown in grey.

All the data is always present.

A QlikView application development utilizes QlikView desktop. It involves, connecting to any format of data, extracting and transforming data by writing scripts, designing interactive dashboards by creating different visualization objects, and deploying applications on the server. Users access this application via access point.A QlikView design file has the extension .qvw. Qvw is also used to create QVD (QlikView data file). QVD stores the data extracted from the data source. You will learn about the power of QVDs in the subsequent chapters. A QlikView design file is referred to as qvw, document, or application, but they all mean the same.

Getting started

This book uses a data model based on Adventure works 2012 database.

Joe Smith is being hired as a QlikView consultant by Adventure Works Inc.. Adventure works has recently purchased QlikView. Their employees got an overview of QlikView, but they need help in enhancing their QlikView knowledge and implementing the QlikView dashboarding application.

This book will take you on a wonderful journey with Joe Smith and will provide you with QlikView essentials, which you will require as a successful QlikView consultant.

The development life cycle of QlikView implementations