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KliqPlan Overview
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Transcript of KliqPlan Overview
KliqPlan©
version 2.1
Smart data-entry for Budgeting & Planning in QlikView
ERP
Budget initialization
Smart data entry
Adjustments & Allocations
Simulation
Modeling & Configuration
Workflow
KliqPlan©
KliqPlan©
KliqDriver©
KliqPlan©
KliqTable©
KliqCalc©
KliqPlan©
P&L, Balance sheet
KliqPlan©
KliqPlan©
KliqCalc©
KliqTable©
KliqPlan© : the Planning Suite Keystone
KliqPlan© within your QlikView © documents
KliqPlan is an Extension Object which allows performing data-entry from within QlikView
RDBMS
Web Service1
Data inputed in KliqPlan are saved to a relational database (OLEDB)
2and loaded back in QlikView
KliqPlan© - Architecture
2 Properties setting
1New Sheet Object :Just Drag&Drop to insert KliqPlan
3
Ready to go!
KliqPlan© as easy as QlikView© !
• Rows and columns reflect the current selection• Leverage Alternate States to dynamically filter a document section
based on the current KliqPlan row
KliqPlan© - Full QlikView synchronisation
Alternate state objects
KliqPlan© - Main features
Smart data-entry
Audit trails
Smart Paste
WorkFlow
Cells locking
Blocked totals
Data spread&break
-back
=150
+50
%10
Data Input, spread shortcuts, copy values and distribution
KliqPlan© - Smart Data Entry
Check box
List box
Enter the new total (row, column or grand total) to spread it back automatically. Work at an aggregate level with hierarchy-based top-down spread.
KliqPlan© - Spread-back, Break-back
Use a QlikView expression to point at a base
KliqPlan© - Base your budget on existing data
basePrevious Year
Forecast
Difference = 150,000
Variance = 14
Enter the difference or the % variance to recalculate the input
You can access & edit master files tables from within KliqPlan. e.g. to insert new products or new versions.
Insert new records
Edit existing records
KliqPlan© - Table Editor using KliqTable ©
KliqPlan© - Smart Paste from Excel
P1P2P3P4
40
2 5
M1 M2 M3
M1 M2 M1 M2P1 10 10 P2 1 1 5P1 10 10
M1 M2 M1 M2P1 3 10 P3 2 7 2 7
P1P2P3P4
53
2 5
4 14
M1 M2 M3
12Copy, Ʃn(P,M), Paste =replace
AggregationAggregation & ConsolidationCopy, Ʃn(P,M), Paste = add
KliqPlan
KliqPlan
Budget 2013
Base expression = sales Y-1 Sales 2012+
smart data entry
KliqPlan
New products
+ smart paste
+ smart data entry
Create new product
KliqTable
QV Reload
KliqPlan© - ...for an easy Budget creation
Base expression = forecast
Smart Paste
New product forecast
Paste by reference
Detect code/description
Automatic transposition
KliqPlan© - Lock cells access thanks to QlikView ©
Budget 2013 Products Jan Feb Mar Apr May Jun Jul
Selection
Brands
KliqPlan
KliqPlan© - QlikView© expressions driven Workflow
Budget 2013Actual
Products <> Product Manager
Session
Aligned colors to other QlikView objects
Workflow alert by cell (eg. If adjustment...)
Recently modified cells [by] ...
KliqPlan© - Workflow driven cell notes + color coding
QlikView expression driven notes edit mode
Comment texts stored in database
Dimensions-related comments
Linkable to Workflow rules linkable
Note highlighted & displayed in tooltip
QlikView expression driven color-coding
On/OffCell notes
Color coding
KliqPlan© - Cell based Audit Trail
KliqPlan recognizes and uses automatically the following fields for audit trail:
Field Name Field Type Description
kp_user Nvarchar User name
kp_created datetime2 Date/time of creation
kp_modified datetime2 Date/time of last change
Interface: automatic, based on XML files.
KliqPlan© - Dynamic localization
Data: dynamic, based on QlikView Expressions
Revision 2Product /monthBudget
Initialization
Smart Data Entry
CollaborationLocalisation
Segmentation
Budgeting Session
Product Budget approved
Revision 1
Customer/monthBudgetCreate new
version
Product > Customer Explosion
Reload
ERP
SQL
Product Budget
KliqPlan©...for budgeting and planning with QlikView