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QlikView Developer Version 11
Michael Alegado
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Agenda
• 9:00 am – 5:00 pm
• Break at 9:45 or as needed
• Lunch 11:30 or 12:00 for 1 hour
• Break at 3:00 pm or as needed
• Questions/discussions throughout
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Agenda
• INTRODUCTION
• QLIKVIEW DEVELOPMENT METHODOLOGY
• DEPLOYMENT
• INTRODUCTION TO DATA AND SCRIPTING
• BASIC SCRIPT SYNTAX
• STRUCTURING THE SCRIPT
• BASIC DATA MODEL AND TABLE VIEWER
• BASIC DATA TRANSFORMATION
• ADDING TEXT DATA
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Agenda
• GENERATING DATA IN THE QLIKVIEW SCRIPT
• SCRIPTING CONSIDERATIONS
• QLIKVIEW DATA (QVD) FILES
• MAPPING TABLES
• LOADING BUDGET DATA
• DATA MODEL OPTIMIZATION
• ADVANCED CALCULATIONS IN SHEET OBJECTS
• SCRIPTING AND DATA MODELING CHALLENGES
• PERFORMANCE OPTIMIZATION
• QLIKVIEW SECURITY
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Introductions – Please mention
• Your name
• Company / Department
• Your experience with QlikView
• Your expectations for the course
• How do you use QlikView in your job?
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Lesson 1 Introduction
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Learning Objectives
• Explain the difference between QlikTech and QlikView
• Identify what is business discovery
• Identify the QlikView product family
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About this Course
• Possessing a deep knowledge of the data model,
creation of the proper data connections and scripting
fundamentals are critical to creating QlikView documents
• Beginning with QlikView environment and ending with an
introduction to advanced interface design
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Definition of a QlikView Developer and
System Administrator
• The QlikView Developer
• The QlikView System Administrator
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QlikView
• QlikView is a Business Discovery platform
• Data presented in easy to understand format
• Manages information
• Associative connections
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About QlikTech
• Software company
• Founded in Lund, Sweden in 1993
• Founded on the belief that business intelligence (BI)
should be about the business user
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Lesson 2 QlikView Development Methodology
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Learning Objectives
• Identify the importance of Document/Sheet XML
Import/Export
• Review Project Plan
• State the QlikView deployment options
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What is QPM?
QPM = QlikView Project Methodology
• is a description of all project management activities,
documents and QlikView Deliverables in all the phases
of a QlikView project
• By using this Project Methodology we will be able to
make a difference in the customer experience and
making the best use of the QlikView capabilities.
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QPM Framework
Start-Up Project
Business
Objectives
Prepare Enterprise Platform
Pre-Study
TG 0
Project Plan
Prioritized Business
Requirements
Define Enterprise Platform
Planning
Deployment
User Communication
Transition to:
Self Service BI Governance &
Support
Execution
Evaluation
Hand Over Lessons Learned
Project
Completion
Conclusion
TG 1 TG 2 TG 3 TG 4 TG 5
Multiple App’s
Test
User Review
Refine
Build
Implementation
Realize Enterprise Platform
Start Proceed Close Go-Live App’s
Finish Cycle(s)
Start Cycle(s)
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Benefits
• Better and more Engagement with our Enterprise Customers
• Direct Influence on succes and our own mission
• Control and Quality
• QPM helps frame the potential growth for QlikView
• Manage our customer’s expectations for the investment in resources,
training and hardware.
• Great feedback loops for QT Sales, Product Development, Marketing
• Strenghten our partnerships with more action together!
• Effective Sales Cycles
• Great opportunities for ES Consultants
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Lesson 3 Deployment
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Learning Objectives
• State the QlikView deployment options
• Identify the functional and business benefits of each
example deployment option
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Components of QlikView Business Discovery
Platform
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QlikView Overview
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QlikView Product Platform
With QlikView Personal Edition you can make full use of the QlikView functionality, but it is not possible to open documents created by other users. Please contact your sales account executive for information regarding QlikView licenses.
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QlikView Product Platform
QlikView Desktop is a single point of interaction for collecting data, designing analytics, and building dashboards and reports.
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QlikView Product Platform
QlikView Server supports the following clients: • Browser-independent, download-
free Ajax client • Installed Windows client • Internet Explorer browser plug-in • Apple iPad and iPhone • Android devices • BlackBerry
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QlikView Product Platform
QlikView Publisher helps organizations balance the need for widespread distribution of analytic functionality and reports with the requirement to maintain centralized control and administration of sensitive corporate data.
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Stand Alone/QlikView Desktop
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QlikView Server
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QlikView Server & Publisher
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Project Plan
• QWT Business Intelligence Project Plan
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Standard QlikView Deployment
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Lesson 4 – Introduction to Data and Scripting
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Learning Objectives
• Identify what is a relational database
• Identify what is a data structure
• Review the QWT.mdb database
• Use the QlikView Script Editor
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Relational Data Base Management Systems
• MySQL
• Microsoft SQL Server
• Microsoft Access
• Oracle
• DB2
• Sybase
• Informix
• Teradata
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Relational Databases
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Table Field Key Field
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Data Structures: Star Schema
Dimension
Dimension
Dimension
Dimension
Dimension
Fact Table
Dimension
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Data Structures: Snowflake Scheme
Fact
Dimension Dimension
Dimension
Dimension
Dimension Dimension
Dimension
Dimension
Dimension
Dimension
Dimension
Dimension
Dimension
Dimension
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Data Structure in QlikView
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Data Structure in QlikView
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Data sources in this course
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Lesson 5 – Basic Script Syntax
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Learning Objectives
• Identify common QlikView Syntax
• State the difference between Connect, Select, and Load
statements
• Create a working Connect statement
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Basic Script Syntax CONNECT • Used to connect with ODBC or OLEDB
interface • Is automatically created when using the
wizard
SQL SELECT • Instructs which field and tables to retrieve
automatically created when using the wizard
LOAD • Defines what transformations of data
should be invoked by QlikView
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2
How QlikView reads a load script
LOAD… … … SELECT… … … LOAD… … … SELECT… … …
1
4
3
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What is a key field?
• A field that exists in two tables and connects the two.
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Lesson 6 – Loading Data from the Database
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Learning Objectives
• Comment the script for future reference
• Load data with the QlikView Script Editor
• Access the Debugger
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Commenting the Script
REM (following table)
// (single line)
/* (start)
*/ (finish)
Using keys:
Comment:
Ctrl+k(v.8.5)
Ctrl+k+c (v.9.0+)
Uncomment:
Ctrl+SHIFT+k(v.8.5)
Ctrl+k+u(v.9.0+)
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Connecting to databases
ODBC (Open DataBase Connectivity) OLE DB (Object Linking and Embedding, Database) More advanced way to connect to databases, also multidimensional databases possible) The CONNECT statement generated, applies to all following SELECT statements until a new CONNECT statement is made.
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Load Script basics /*------------------
Customers Table
------------------*/
Customers:
LOAD Address,
City,
CompanyName,
Phone,
PostalCode,
StateProvince;
SQL SELECT *
FROM Customers;
Preceding load; allows modifying QV datamodel
Comments
SQL statement retrieving data from database
Table name
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OLE DB
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ODBC
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Lesson 7 – Structuring the Script
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Learning Objectives
• State why creating tabs can be beneficial when
structuring a QlikView Script
• Create tabs to structure your script
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• Often when building a QlikView application,
many tables are used and sometimes you
want to manipulate existing tables. To make
the script easier to work with, we divide the
script into different tabs
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Synthetic keys
Complex Key(s) consisting of two or more fields between two connecting tables.
• Implications
– Resource heavy
– Slows down calculations
– Makes a document harder to understand and maintain
• How can it be removed?
– Selectively remove double fieldnames
– Rename fieldnames
– Use qualify statement
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Lesson 8 – Basic Data Model and Table Viewer
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Learning Objectives
• Use the Table Viewer to analyze the internal structure of
a QlikView document
• Identify how the Table Viewer can be used to debug
problems
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Lesson 9 – Basic Data Transformation
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Learning Objectives
• Define the advanced uses of the script editor
• Rename Fields
• Use transformative Functions in the script
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Load Statement
• The load statement loads Fields from a typed ASCII file,
from data defined in the script, from a previously loaded
table, from the result of a following select statement or
by generating data automatically. The general syntax of
the load statement is:
load [ distinct ] *fieldlist [( from file [ format-spec ] | from_fieldfield [format-spec] inline data [ format-spec ] | residenttable-label | autogenerate size )] [ where criterion ] | while criterion ] [ group_by fieldlist ] [order_by field [ sortorder ] { , field [ sortorder ] }
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Renaming Fields
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Key Fields — Predicament
• Consequences:
Not possible to use the frequency information
Not possible to use all functions when creating chart expressions (only distinct)
• Solution:
Use distinct
Load the field an extra time under a new name
Load a record counter
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Key Fields — Solution, Count
LOAD
…,
OrderID,
OrderID AS OrderIDCount
FROM Orders;
• You can now use the new field (not associated) in a list box that shows the frequency or a chart with functions to calculate the frequency.
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Key Fields — Solution, Record Counter
LOAD
…,
OrderID,
1 AS OrderRecordCounter,
FROM Orders;
• This way of solving the problem is more efficient when working with large amounts of data since a sum of a numeric value takes very little power compared to a count of a value.
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Lesson 10 – Adding Text Data
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Learning Objectives
• Review data sources from Excel spreadsheets
• Use the File Wizard to load data into QlikView
• Transform (rename a field) data with the File Wizard
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Loading Data from a Table File
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Loading Data from a Table File
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Connecting to other datasources
DATA from files
Absolute vs Relative Paths
[C:\QlikViewTraining\Developer\Datasources\EmpOff.xls]
(biff, embedded labels, table is Employee$);
Datasources\EmpOff.xls
(biff, embedded labels, table is Employee$);
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Lesson 11 – Generating Data in the QlikView Script
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Learning Objectives
• Use Resident Load
• Create Data from Other Data and Autogenerate
• Load Data using External Scripts with Include
• Create a Master Calendar
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Use Resident Load
• How to create a new logical table in QlikView, based on
a previously loaded (resident) table
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Create Data from other Data
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Load Data Using External Scripts
• It is possible to include references to files in a script that themselves
contain script or parts of a script.
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Order By OrderDate ASC
peek OrderDate
0 2007-04-19
-1 2012-03-29
Variable LET
•varMinDate
•varMaxDate
DateField
Autogenerate varMaxDate – varMindate
TempDate
Temp Calendar
Master Calendar
OrderDetails
TempDate as OrderDate
RESIDENT DateField
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Lesson 12 – Scripting Considerations
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Learning Objectives
• Create a Synthetic Key
• Identify Circular References
• Define Loosely Coupled Tables
• State why these conditions should be avoided
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What is a Synthetic Key
• A Synthetic Key is created in the script when multiple
fields are linking one or more tables together.
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Why not Synthetic Keys?
• Are resource heavy
• Slow down calculations
• In extreme cases, overlaod an QlikView document
• Make a document harder to maintain and understand
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How can Synthetic Keys be Avoided?
• Rename fields using AS or QUALIFY
• Comment out fields that are not needed
• Concatenated key - combining field names and creating
a unique key field
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Circular References
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Circular References
• QlikView solves the
problem by Loosely
coupled tables
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Lesson 13 – QlikView Data (QVD) Files
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Learning Objectives
• Define QVD files
• Explain why QVD files are so important
• Create a QVD file manually
• Generate a QVD file automatically
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QVD File Format
• Contains one table
• Composed of
– A well formatted XML Header
– Symbol tables in a byte stuffed format
– Actual table data in a bit-stuffed format
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Use of QVD Files
• Increasing Load Speed
• Decreasing Load on Database Servers
• Consolidating Data from Multiple QlikView Documents
• Incremental Load
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Lesson 14 – Mapping Tables
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Learning Objectives
• Identify when to use mapping tables
• Create mapping tables to add Quarters to the Orders
table
• Identify areas to clean up in the table structure
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Mapping Tables
• Mapping prefix
• Must have two columns
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Exercise: Mapping Tables
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Cleaning up the Table Structure
• Minimize the number of tables in QlikView
• If you have tables with only two fields, map those tables
to minimize the number of tables
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QlikView Developer Course
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Lesson 15 – Loading Budget Data
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Learning Objectives
• Identify cross tables
• Use the File Wizard to transform the data and create
load script
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Cross Tables
• A cross table is a common type of table featuring a
matrix of values between two orthogonal lists of header
data.
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Lesson 16 – Data Model Optimization
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Learning Objectives
• Review key measures
• Use, Conditions in tables, Aggregation, Joining tables
and Pre-ceding Load on Preceding Load within the script
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Condition on a Field Table
• The Category Type field can be created by using the
CategoryID field. If the CategoryID is 5 or 6, the
CategoryType should be Footwear, otherwise the type
should be clothing.
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Aggregating Data
• Group by is a clause used for defining over which fields
the data should be aggregated (grouped)
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Joining Tables
• It is possible to join tables already in the script
• The join between tables can be performed against the
source database or you can use a QlikView Join
command
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Concatenation
• Concatenation can be used to join data together from
multiple tables
• Automatic Concatenation
• Forced Concatenation
• Prevent Concatenation
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Exercises: Advanced Scripting
• Condition on a Field in a Table
• Aggregation
• Joining Tables
• Preceding Load on Preceding Load
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Lesson 16 – Advanced Scripting
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Objectives
• Introduce advanced calculations in charts and tables,
including:
• Dimension Limits
• Set Analysis
• Dollar-Sign Expansion
• AGGR Function
• Complete exercises using examples of each of these
functions
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Dimension Limits
• New capabilities for a chart to show totals, other
segments and limit to top/bottom performing dimension
values
• Moves these features into the cube vs. the presentation
layer
• Consistency across charts
• New capabilities – will simplify numerous chart
acrobatics from earlier releases
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Have you ever tried to…
• Restrict a table or chart based on a the contribution of a
dimension to the total?
• Summarize non-displayed dimensions as OTHERS
without resorting to a pie chart?
• Evaluate lower level dimensions either locally or
globally? Use these as qualification criteria to determine
what to display in table or chart?
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Define Dimension Limits
• Show only
• Show only values that are
• Show only values that accumulate to
• Options
– Others
– Total
– Global Grouping
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Show Only Values That Are:
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Show Only Values That Accumulate To:
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Dimension Totals
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Set Analysis
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What is Set Analysis
• Conceptually similar to a selection.
• Provides a method of defining groups (sets) of
information that are independent of the current
selections.
• Can create sets based on other sets.
• Must be used in aggregation expression.
• Always begin and end with curly brackets {}
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Set Analysis – Why?
• Very powerful functionality for comparison analysis.
• May eliminate the need for additional, complex coding
within an application
• Provides much more flexibility in the analysis’ you can
create
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Set Analysis Syntax
• The syntax is broken down into 3 categories:
– Identifiers
– Operators
– Modifiers
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Set Analysis Identifiers
There is one constant that can be used to denote a record
set;
• 1 represents the full set of all the records in the
document.
The $ sign represents the records of the current selection.
• The set expression {$} is the equivalent of not stating
a set expression at all
• {1-$} defines the inverse of the current selection,
that is, everything that the current selection
excludes.
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Identifiers
Examples:
sum({1} Sales) Returns total sales within the application, disregarding selections but not the dimension.
sum({$} Sales) Returns sales for the current selection, i.e. the same as sum(Sales).
sum({BM01} Sales) Returns sales for the bookmark ID “BM01”.
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Set Modifiers
A set can be modified by additional or changed selections.
Such a modification can be written in the set expression.
The modifier consists of one or several field names, each
followed by selection(s) that can be made in the field.
Modifiers begin and end with angle brackets <>.
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Modifiers - Examples
sum({$<OrderDate = DeliveryDate>} Sales)
Returns the sales for the current selection where OrderDate = DeliveryDate.
sum({1<Region = {‘US’}>} Sales)
Returns the sales for region US disregarding the current selection.
sum({$<Region = >} Sales)
Returns the sales for current selection, but with the selection in “Region”
removed.
sum({<Region = >} Sales)
Returns same as the example above. When the set to modify is omitted,
$ is assumed.
sum({$<Year={2000}, Region={“U*”}>} Sales)
Returns the sales for current selection, but with new selections both in
“Year” and in “Region”.
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Example of Set Analysis
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Example of Set Analysis
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Dollar-Sign Expansion
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AGGR Function
• AGGR is a powerful
QlikView function that
returns a set of values of
expression calculated over
dimensions.
• The table shows
information on how many
customers have placed
one order, two orders etc,
and also the average order
value.
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• Multiple selection states against one data set
• Set up objects to reference a selection state
• Compare and calculate among states
Comparative Analysis Drives Deeper Insight
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Comparative Analysis in QlikView 11
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Comparative Analysis: Overview
• New capability for comparing sets of the data
• Eliminates often used techniques involving macros, duplicated data model
• Most common cases – Ad hoc groupings
– Regression comparison
• All work dependent on development (vs. explicit end user functions)
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Comparative Analysis - Illustration
• Allow for multiple selection states against one data set
• Setup document components to reference a selection state
• Compare, calculate between states
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Comparative Analysis – A Comparison Method Technique Level Flexible Multiple Visibility Coverage
Set
Reference
Select,
context
menu, select
Selection
(list box)
No. Must clear
reference &
reset No No
End user
defined. No Ajax
Detach/
Attach
Select,
context
menu, select
Object No. Must clear
lock Yes No
End User
Defined. No
Ajax
Bookmark Select, save. Expression
Yes. Can
update
bookmark Yes No
Developer
predefined. End
user modified.
All clients
Alternate
State
Define
labels,
assign
objects,
make
selections
Sheet,
object,
expression
Yes. End user
can adjust
selections
independently.
Yes Yes
Developer
predefined. End
user content. All
clients
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Comparative Analysis -
Demonstration • Simple demonstration
• Existing QlikView techniques for comparing data sets
• Using alternate state for comparing data sets
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Comparative Analysis - Discussion
• Comparative Analysis is most likely to
– Simplify design of like-to-like comparison problems
– Allow us to enter new problem spaces (what?)
– Eliminate use of (need for) other comparative techniques (set reference, detach etc)
– Not be used. Why?
• What should comparative analysis mean to users (vs. developers)?
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Comparative Analysis – How To
• State Identifiers
• Standard Identifiers
Define
• Tie sheets & objects to Alternate States
Assign • Simplify design
Inherit
• User Interactions
Use
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Comparative Analysis - Define
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Comparative Analysis - Assign
1. Sheet assignment 2. Container assignment 3. List box assignment 4. Expression assignment
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Alternate States – New Function
• Testing for a State – Conditioning elements on an alternate state thru a new function
– Statename()
Dynamic Text ='Region - ' &if(StateName() = '$', 'Default', StateName())
Dynamic Colors if(StateName() = 'Group 1', rgb(152, 171, 206),
if(StateName() = 'Group 2', rgb(187, 200, 179),
rgb(210, 210, 210)
)
)
Examples
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Comparative Analysis – Inheritance
DOCUMENT (Default Only)
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Comparative Analysis – Inheritance
SHEET (Default, Inherit, Named)
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Comparative Analysis - Inheritance
CONTAINER (Default, Inherit [Sheet], Named)
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Comparative Analysis - Inheritance
SHEET OBJECT/CONTAINED OBJECT (Default, Inherited, Named)
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Comparative Analysis - Inheritance
EXPRESSION (Default, Inherited [Object], Named)
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Comparative Analysis – Additional
• Clear – Affects all states or can be selective via new menu
off CLEAR button
• State Navigation & Lock/Unlock – All states
• Linked Objects – If the copied object has a setting of INHERIT, it may
perform differently in another location (sheet/container)
– WHY?
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Comparative Analysis – Additional
• Actions
– Can be invoked on a particular state • E.G. CLEAR
– New actions • Selection: COPY STATE (to a new state)
• Selection: SWAP STATE (exchange selections in 2 named states)
• Layout: ASSIGN STATE (to an object)
• Build more dynamic UI’s to provide user with sense of state definition
– See Demo
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Lesson 18 – Scripting and Data Modeling
Challenges
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Objectives
• Explain the use link tables
• Calculate net change within a field
• Use advanced functions for handling time
• Identify why dynamic aggregation and interval matching
are important
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Link Tables
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Date Island
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Interval Match
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Lesson 19 – Performance Optimization
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Objectives
• Discuss performance tuning
• Explore the impacts of appropriate document design
• Introduce security concepts
• Review best practices
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Lesson 20 – QlikView Security
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Objectives
• Identify the components of QlikView document security
• Explain access control and restrictions
• Practice implementing QlikView Section Access
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Business Case Workshop
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Objectives
• Build a working QlikView analysis application
• Review business requirements
• Review data sources
• Plan development effort
• Build application
• Review and discuss with instructor/students
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Scenario
• ACME Inc., is a food & drink distributor selling to
different types of stores across the United States and
also internationally. They are interested in getting a
better understanding of their Sales and Margin
performance across their business.
• They have asked you to develop a Sales Analytics
QlikView application for them. The application will be
used by their top executives, their product managers and
also their salespeople.
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Thank You.