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Learning Qlik® Sense The Official Guide

Book Description

Get to grips with the vision of Qlik Sense for next generation business intelligence and data discovery

In Detail

The intuitive and powerful Qlik Sense 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, Learning Qlik® Sense is the official guide from Qlik to understanding and using their powerful new product. 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.

What You Will Learn

  • Understand the vision behind the creation of Qlik Sense, and the promise that data discovery offers to you and your organization
  • Get to grips with the life cycle of a Qlik Sense application
  • Load and manage your data for app creation
  • Administer your Qlik Sense system and monitor its security
  • Visualize your data with Qlik Sense's engaging and informative graphing
  • Build your own applications, from data import through to publication
  • Optimize Qlik Sense for sales, human resources, and demographic data discovery

Table of Contents

  1. Learning Qlik® Sense The Official Guide
    1. Table of Contents
    2. Learning Qlik® Sense The Official Guide
    3. Credits
    4. About the Authors
    5. Acknowledgments
    6. About the Reviewer
    7. www.packtpub.com
      1. Support files, eBooks, discount offers, and more
        1. Why subscribe?
        2. Free access for Packt account holders
        3. Instant updates on new Packt books
    8. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Reviewing the example applications
        2. Downloading the color images of this book
        3. Errata
        4. Piracy
        5. Questions
    9. 1. Why Develop Qlik Sense?
      1. A history of disruption
        1. Rethinking data discovery
          1. The company culture
          2. Competitive changes
          3. Market dynamics
      2. The QlikView.Next project
        1. Making sense of modern business
      3. Summary
    10. 2. What is Data Discovery?
      1. Why do we need data discovery?
        1. The empowered user
        2. The interaction with data
        3. The traditional business intelligence architecture
      2. The Qlik way
        1. Color coding
        2. Freedom of data navigation
        3. Calculation on demand
      3. Data discovery – the next generation of BI
      4. Summary
    11. 3. The Vision of Qlik Sense
      1. Evolving market factors
        1. Big, big, and even bigger data
        2. The slow spinning down of the disk
        3. Ubiquitous computing and the Internet of Things
        4. Unbound Human-Computer Interaction
      2. Evolving customer requirements
        1. Consumerization of BI and the rise of self-service
        2. Information as an asset and differentiator
        3. The rise of information activism
        4. The evolution and elevation of the role of IT
      3. Summary
    12. 4. Overview of a Qlik Sense Application's Life Cycle
      1. Overview of an application's life cycle
        1. Starting application authoring
        2. What makes up a Qlik Sense application?
        3. Sharing an application
        4. Continuing the application life cycle
      2. Summary
    13. 5. Empowering Next Generation Data Discovery Consumers
      1. Data discovery consumption requirements
        1. Introducing the hub
        2. Introducing streams
        3. Exploring the components of the application
          1. Sheets
          3. Data storytelling
        4. Navigating and leveraging the associative experience
          1. Navigation
          2. Smart visualizations
          3. Global search
          4. Global filtering
        5. Extending with Library
      2. Summary
    14. 6. Contributing to Data Discovery
      1. Realities of the data discovery contributor
        1. Creating private bookmarks
        2. Creating and sharing private sheets
          1. Creating a private sheet
            1. Publishing a private sheet
          2. Creating a new sheet
            1. Adding a predefined visualization to a new sheet
            2. Creating a Combo chart object
            3. Publishing a private sheet
      2. Creating and sharing stories
        1. Defining a story
          1. Creating snapshots
          2. Adding text
          3. Adding shapes
          4. Media library
        2. Publishing your story
      3. Summary
    15. 7. Creating Engaging Applications
      1. Preparations and requirements
        1. The requirement specifications
        2. Discovery of requirements
        3. Step-wise implementation
          1. The process
      2. Getting started with the app creation
        1. Creating a new app
      3. Loading your data
        1. Loading additional tables
        2. Using Data load editor
        3. Creating a database connection
      4. Associative model assumptions
        1. The data model – the core of the logic
      5. Using Data model viewer
        1. Using preview mode
      6. Data connectors
      7. The user interface – sheets and visualizations
        1. Creating a sheet
        2. Adding visualizations
        3. Adding dimensions and measures
        4. Defining bar charts
        5. Storytelling
      8. The application library
        1. Which fields should be exposed?
        2. Defining KPIs
        3. Creating library entries
      9. Best practices in data visualization
        1. Dashboard
        2. Analysis
        3. Reporting
        4. Structuring a sheet
        5. Graphs and other visualizations
        6. Dimensions and measures
          1. The bar chart
          2. The pie chart
          3. The line chart
          4. The scatter chart
          5. The tree map
          6. The geographical map
          7. Sorting and colors
      10. Migrating applications from QlikView to Qlik Sense
        1. Changes to the script
        2. Changes to the user interface
      11. Publishing your apps
      12. Visualization extensions
        1. Using Workbench
      13. Summary
    16. 8. Administering Qlik Sense
      1. The Qlik Sense architecture
        1. Services
        2. Clients
        3. Applications
        4. Nodes
        5. Streams
      2. Deployment and licensing
        1. Single node or multinode?
        2. License and access passes
        3. Tokens
        4. Access rules
      3. Management and monitoring
        1. Importing and managing apps
        2. Users and user directories
        3. Defining streams
        4. Connectivity management
        5. Tasks
        6. System management
        7. Security rules
        8. Monitoring
      4. Security
        1. Authentication and authorization
        2. Content security
      5. Summary
    17. 9. Sales Discovery
      1. The business problem
      2. Application features
        1. Who are our top customers?
        2. 360-degree customer view
        3. Filtering customers
          1. Reviewing shipments for top customers
          2. Reviewing the bottom five customers
        4. Who are our most productive sales representatives?
          1. Analyzing products
          2. Analyzing customer sales
        5. Building the application
          1. The SalesDetails table
          2. The Customers table
          3. The AggSales table
          4. US States ISO CODE 2 polygons
        6. Analyzing the Sales Discovery Library
          1. Dimensions
          2. Measures
          3. Visualizations
      3. Summary
    18. 10. Human Resource Discovery
      1. The business problem
      2. Application features
        1. Sheets
        2. Training costs
        3. Using the global selector
      3. How the application was developed
        1. Dimensions
        2. Measures
      4. Summary
    19. 11. Travel Expense Discovery
      1. The business problem
      2. Application features
        1. Tracking expenses
          1. Analyzing expenses overspend
        2. Digging deeper into the data
          1. Creating an analysis story for travel expenses
            1. Creating an overview
            2. Sharing our analysis
            3. Finishing the story
      3. Developing the application
        1. Examining the key tables
          1. Expenses
          2. PerDiemRates
          3. Airfare
          4. Department
          5. Budget
          6. LinkTable
        2. Dimensions
          1. Measures
          2. Visualizations
      4. Summary
    20. 12. Demographic Data Discovery
      1. The problem analysis
      2. Application features
        1. Analysis
        2. Using the lasso selector to make selections
        3. Using the global selector to make selections
      3. How the application was developed
        1. Dimensions
        2. Measures
      4. Summary
    21. Index