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Qlik Sense: Advanced Data Visualization for Your Organization

Book Description

Perform Interactive Data Analysis with Smarter Visualizations and Support your Enterprise-wide Analytical Needs

About This Book

  • Get a practical demonstration of discovering data for sales, human resources, and more using Qlik Sense
  • Create dynamic dashboards for business intelligence and predictive analytics
  • Create and collaborate comprehensive analytical solutions using Rattle and Qlik Sense

Who This Book Is For

This course is for anyone who wishes to understand and utilize the various new approaches to business intelligence actively in their business practice. Knowing the basics of business intelligence concepts would be helpful when picking up this course, but is not mandatory.

What You Will Learn

  • Build simple visualization models with Rattle and Qlik Sense Desktop
  • Get to grips with the life cycle and new visualization functions of a Qlik Sense application
  • Discover simple ways to examine data and get it ready for analysis
  • Visualize your data with Qlik Sense's engaging and informative graphs
  • Build efficient and responsive Associative Models
  • Optimize Qlik Sense for sales, human resources, and demographic data discovery
  • Explore various tips and tricks of navigation for the Qlik Sense® front end
  • Develop creative extensions for your Qlik Sense® dashboard

In Detail

Qlik Sense is powerful and creative visual analytics software that allows users to discover data, explore it, and dig out meaningful insights in order to make a profit and make decisions for your business. This course begins by introducing you to the features and functions of the most modern edition of Qlik Sense so you get to grips with the application.

The course will teach you how to administer the data architecture in Qlik Sense, enabling you to customize your own Qlik Sense application for your business intelligence needs. It also contains numerous recipes to help you overcome challenging situations while creating fully featured desktop applications in Qlik Sense. It explains how to combine Rattle and Qlik Sense Desktop to apply predictive analytics to your data to develop real-world interactive data applications. The course includes premium content from three of our most popular books:

  • Learning Qlik Sense: The Official Guide Second Edition
  • Qlik Sense Cookbook
  • Predictive Analytics using Rattle and Qlik Sense

On completion of this course, you will be self-sufficient in improving your data analysis and will know how to apply predictive analytics to your datasets. Through this course, you will be able to create predictive models and data applications, allowing you to explore your data insights much deeper.

Style and approach

The course will follow a practical approach with rich set of examples through which it will demonstrate its concepts, features and its implementation. The course will also feature numerous solutions which will cover entire spectrum of BI use cases.

Table of Contents

  1. Qlik Sense: Advanced Data Visualization for Your Organization
    1. Table of Contents
    2. Qlik Sense: Advanced Data Visualization for Your Organization
    3. Credits
    4. Preface
      1. What this learning path covers
      2. What you need for this learning path
      3. Who this learning path is for
      4. Reader feedback
      5. Customer support
        1. Downloading the example code
        2. Errata
        3. Piracy
        4. Questions
    5. 1. Module 1
      1. 1. Qlik Sense® and Data Discovery
        1. Continuing disruption
        2. Qlik Sense® and the QlikView.Next project
          1. Making sense of modern business
        3. What is data discovery?
          1. The empowered user
          2. Interaction with data
          3. Traditional business intelligence architecture
        4. The Qlik® way
          1. Color coding
          2. Freedom of data navigation
          3. Calculation on demand
        5. Data discovery—the evolution of BI
        6. Summary
      2. 2. 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's life cycle
        2. Summary
      3. 3. 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
            2. Bookmarks
            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
      4. 4. 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
      5. 5. Authoring Engaging Applications
        1. Preparations and requirements
          1. The requirement specifications
          2. The communication problem
          3. A step-wise implementation
          4. The process
        2. Getting started with the app creation
          1. Creating a new app
        3. Loading your data
          1. Loading additional tables
          2. Using the Data load editor
          3. Creating a database connection
          4. Data connectors
        4. The analysis interface—sheets and visualizations
          1. Creating a sheet
          2. Adding visualizations
          3. Adding dimensions and measures
          4. Defining bar charts
          5. Storytelling
        5. The application library
          1. Which fields should be exposed?
          2. Defining KPIs
          3. Creating library entries
        6. 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 KPI object
            5. The gauge
            6. The scatter chart
            7. The tree map
            8. The geographical map
            9. Tables
            10. Sorting and colors
        7. Migrating applications from QlikView® to Qlik Sense®
          1. Changes to the script
          2. Changes to the user interface
        8. Publishing your apps
        9. Summary
      6. 6. Building Qlik Sense® Data Models
        1. The QIX engine
        2. The Qlik Sense® data model
          1. Creating a multitable data model
          2. Linking tables
        3. Structuring your data
          1. Normalization
          2. Star schema and snowflake schema
          3. Pitfalls in the data model
        4. The data model viewer
          1. Using preview mode
        5. Summary
      7. 7. Qlik Sense® Apps in the Cloud
        1. Why use the cloud?
          1. Cloud sharing
          2. Cloud content
        2. Using Qlik Sense® apps in the cloud
          1. Uploading an app from the desktop
          2. Creating an app in Qlik Sense® Cloud
          3. Sharing an app in Qlik Sense® Cloud
          4. Maintaining Qlik Sense® Cloud apps
        3. Using the Qlik DataMarket® content
        4. Adding the QlikMarket® data
        5. Summary
      8. 8. Extending the Qlik® Analytic Platform
        1. Qlik® Dev Hub
          1. Web mashups
          2. Extending the Qlik Sense® client
          3. Engine API Explorer
        2. Developer community – Qlik Branch
        3. Summary
      9. 9. 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. Importing extensions
          3. Users and user directories
          4. Defining streams
          5. Connectivity management
          6. Tasks
          7. System management
          8. Security rules
          9. Monitoring
        4. Security
          1. Authentication and authorization
          2. Content security
        5. Summary
      10. 10. Sales Discovery
        1. The business problem
        2. Application features
          1. Who are our top customers?
          2. The 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
      11. 11. 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
        4. Summary
      12. 12. Travel Expense Discovery
        1. The business problem
        2. Application features
          1. Tracking expenses
            1. Analyzing expenses overspent
          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
      13. 13. Demographic Data Discovery
        1. 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
    6. 2. Module 2
      1. 1. Getting Started with the Data
        1. Introduction
        2. Extracting data from databases and data files
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        3. Extracting data from Web Files
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        4. Activating the Legacy Mode in Qlik Sense® desktop
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        5. Extracting data from custom databases
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also…
        6. Invoking help while in the data load editor or the expression editor
          1. Getting ready…
          2. How to do it…
          3. There's more…
          4. See also…
        7. Previewing data in the Data model viewer
          1. Getting ready
          2. How to do it…
          3. How it works...
            1. Viewing the data model
            2. Viewing the associations
            3. Table Meta Data
          4. There's more...
        8. Creating a Master Library from the Data model viewer
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
        9. Using a Master Library in the Edit mode
          1. Getting ready
          2. How to do it...
          3. There's more…
      2. 2. Visualizations
        1. Introduction
        2. Creating Snapshots
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Creating and adding content to a story
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Adding embedded sheets to the story
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        5. Highlighting the performance measure in a bar chart
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Associating persistent colors to field values
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Using the ColorMix1 function
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Composition
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        9. Relationships
          1. Getting ready
          2. How to do it…
          3. How it works…
        10. Comparison
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        11. Distribution
          1. Getting ready
          2. How to do it…
          3. How it works…
        12. Structuring visualizations
          1. Getting ready
          2. How to do it…
          3. How it works…
      3. 3. Scripting
        1. Introduction
        2. Structuring the script
          1. Getting ready
          2. How to do it…
          3. How it works…
        3. Efficiently debugging the script
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Packaging the code in script files
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        5. How to use sub routines in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Optimizing the UI calculation speed
          1. Getting ready
          2. How to do it…
          3. How it works…
        7. Optimizing the reload time of the application
          1. Getting ready
          2. How to do it…
          3. How it works…
        8. Using a For Each loop to load data from multiple files
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        9. Using the Concat function to store multiple field values in a single cell
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      4. 4. Managing Apps and User Interface
        1. Introduction
        2. Publishing a Qlik Sense® application created in Qlik Sense® desktop
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        3. Creating private, approved, and community sheets
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Publishing a Qlik Sense® application to Qlik Sense® cloud
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        5. Creating geo maps in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        6. Reference lines in Sales versus Target gauge chart
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Effectively using the KPI object in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Creating Tree Maps
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        9. Creating dimensionless bar charts in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Adding Reference Lines to trendline charts
          1. Getting ready
          2. How to do it…
          3. How it works…
        11. Creating text and images
          1. Getting ready
          2. How to do it…
            1. Adding Images
            2. Adding Text
          3. How it works…
        12. Applying limitations to charts
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        13. Adding thumbnails – a clear environment
          1. Getting ready
          2. How to do it…
          3. How it works…
        14. Navigating many data points in a scatter chart
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
      5. 5. Useful Functions
        1. Introduction
        2. Using an extended interval match to handle Slowly Changing Dimensions
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Using the Previous() function to identify the latest record for a dimensional value
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Using the NetworkDays() function to calculate the working days in a calendar month
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        5. Using the Concat() function to display a string of field values as a dimension
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Using the Minstring() function to calculate the age of the oldest case in a queue
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Using the Rangesum() function to plot cumulative figures in trendline charts
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        8. Using the Fractile() function to generate quartiles
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        9. Using the FirstSortedValue() function to identify the median in a quartile range
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Using the Declare and Derive functions to generate Calendar fields
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        11. Setting up a moving annual total figure
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        12. Using the For Each loop to extract files from a folder
          1. Getting ready
          2. How to do it…
          3. How it works…
        13. Using the Peek() function to create a currency Exchange Rate Calendar
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        14. Using the Peek() function to create a Trial Balance sheet
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
      6. 6. Set Analysis
        1. Introduction
        2. Cracking the syntax for Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Using flags in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it Works…
          4. There's more…
          5. See also
        4. Using the = sign with variables in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        5. Point in time using Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        6. Using comparison sets in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        7. Using embedded functions in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        8. Creating a multi-measure expression in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        9. Using search strings inside a set modifier
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        10. Capturing a list of field values using a concat() function in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
        11. Using the element functions P() and E() in Set Analysis
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      7. 7. Extensions in Qlik Sense®
        1. Introduction
        2. Creating an HTML visualization extension for Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Defining a Properties panel in Qlik Sense® visualizations
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        4. Creating custom components within Qlik Sense® visualizations
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        5. Using data with extensions
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
      8. 8. What's New in Version 2.1.1?
        1. Introduction
        2. Using the visual exploration capability in Qlik Sense® 2.1.1
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        3. Defining variables in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        4. Exporting stories to MS PowerPoint
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        5. Using the Qlik Dev Hub in Qlik Sense® 2.1.1
          1. Getting ready
          2. How to do it…
            1. Single configurator
            2. Extensions editor
            3. Mashup editor
          3. How it works…
          4. There's more…
            1. Single configurator
            2. Extension editor
          5. See also
        6. Using Extension editor in Qlik Dev Hub
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        7. Using Qlik Dev Hub to generate mashups
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        8. Embedding Qlik Sense® application on a website using a single configurator
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        9. Using the Qlik DataMarket
          1. Getting ready…
          2. How to do it…
          3. How it works…
          4. See also
        10. Creating dynamic charts in Qlik Sense®
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's More….
        11. Using Smart Search
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's More….
          5. See also
        12. Using smart data load profiling
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's More….
        13. Conclusion
      9. A. Appendix
        1. Keyboard shortcuts in Qlik Sense® Desktop
    7. 3. Module 3
      1. 1. Getting Ready with Predictive Analytics
        1. Analytics, predictive analytics, and data visualization
        2. Purpose of the book
        3. Introducing R, Rattle, and Qlik Sense Desktop
        4. Installing the environment
          1. Downloading and installing R
          2. Starting the R Console to test your R installation
        5. Downloading and installing Rattle
        6. Installing Qlik Sense Desktop
        7. Exploring Qlik Sense Desktop
        8. Further learning
        9. Summary
      2. 2. Preparing Your Data
        1. Datasets, observations, and variables
        2. Loading data
          1. Loading a CSV File
        3. Transforming data
          1. Transforming data with Rattle
            1. Rescaling data
            2. Using the Impute option to deal with missing values
            3. Recoding variables
            4. Binning
          2. Indicator variables
            1. Join Categories
            2. As Category
            3. As Numeric
        4. Cleaning up
        5. Exporting data
        6. Further learning
        7. Summary
      3. 3. Exploring and Understanding Your Data
        1. Text summaries
          1. Summary reports
            1. Measures of central tendency – mean, median, and mode
            2. Measures of dispersion – range, quartiles, variance, and standard deviation
              1. Range
              2. Quartiles
              3. Variance
              4. Standard deviation
            3. Measures of the shape of the distribution – skewness and kurtosis
          2. Showing missing values
        2. Visualizing distributions
          1. Numeric variables
            1. Box plots
            2. Histograms
            3. Cumulative plots
          2. Categorical variables
            1. Bar plots
            2. Mosaic plots
        3. Correlations among input variables
          1. The Explore Missing and Hierarchical options
        4. Further learning
        5. Summary
      4. 4. Creating Your First Qlik Sense Application
        1. Customer segmentation and customer buying behavior
        2. Loading data and creating a data model
          1. Preparing the data
        3. Creating a simple data app
        4. Associative logic
        5. Creating charts
        6. Analyzing your data
        7. Further learning
        8. Summary
      5. 5. Clustering and Other Unsupervised Learning Methods
        1. Machine learning – unsupervised and supervised learning
          1. Cluster analysis
            1. Centroid-based clustering the using K-means algorithm
            2. Customer segmentation with K-means clustering
              1. Preparing the data in Qlik Sense
            3. Creating a customer segmentation sheet in Qlik Sense
          2. Hierarchical clustering
          3. Association analysis
        2. Further learning
        3. Summary
      6. 6. Decision Trees and Other Supervised Learning Methods
        1. Partitioning datasets and model optimization
        2. Decision Tree Learning
        3. Entropy and information gain
        4. Underfitting and overfitting
        5. Using a Decision Tree to classify credit risks
          1. Using Rattle to score new loan applications
          2. Creating a Qlik Sense application to predict credit risks
        6. Ensemble classifiers
          1. Boosting
          2. Random Forest
          3. Supported Vector Machines
        7. Other models
          1. Linear and Logistic Regression
          2. Neural Networks
        8. Further learning
        9. Summary
      7. 7. Model Evaluation
        1. Cross-validation
        2. Regression performance
          1. Predicted versus Observed Plot
        3. Measuring the performance of classifiers
          1. Confusion matrix, accuracy, sensitivity, and specificity
          2. Risk Chart
          3. ROC Curve
        4. Further learning
        5. Summary
      8. 8. Visualizations, Data Applications, Dashboards, and Data Storytelling
        1. Data visualization in Qlik Sense
          1. Visualization toolbox
          2. Creating a bar chart
            1. The Data menu
            2. The Sorting menu
            3. The Add-ons menu
            4. The Appearance menu
        2. Data analysis, data applications, and dashboards
          1. Qlik Sense data analysis
            1. In-memory analysis
            2. Associative experience
          2. Data applications and dashboards
            1. The DAR approach
        3. Data storytelling with Qlik Sense
          1. Creating a new story
        4. Further learning
        5. Summary
      9. 9. Developing a Complete Application
        1. Understanding the bike rental problem
        2. Exploring the data with Qlik Sense
          1. Checking for temporal patterns
          2. Visual correlation analysis
        3. Creating a Qlik Sense App to control the activity
        4. Using Rattle to forecast the demand
          1. Correlation Analysis with Rattle
          2. Building a model
          3. Improving performance
        5. Model evaluation
          1. Scoring new data
        6. Further learning
        7. Summary
      10. A. Bibliography
    8. Index