Mastering QlikView Data Visualization电子书

Mastering QlikView Data Visualization

Table of Contents

Mastering QlikView Data Visualization

Credits

About the Author

About the Reviewers

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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

Downloading the color images of this book

Errata

Piracy

Questions

1. Data Visualization Strategy

Data exploration, visualization, and discovery

Data teams and roles

Data research and development

Data governance team

Agile development

User story

Minimum Viable Product

QlikView Deployment Framework

Exercise 1

Summary

2. Sales Perspective

Sales perspective data model

Exercise 2.1

Data quality issues

Missing dimension values

Missing fact values

Data formatting and standardization

Case

Unwanted characters

Dates and time

Master calendar

Customer stratification.

Pareto analysis

Exercise 2.2

Exercise 2.3

Customer churn

Exercise 2.4

Exercise 2.5

QlikView extensions and the cycle plot

Exercise 2.6

Governance – design template

Summary

3. Financial Perspective

Financial perspective data model

Exercise 3.1

Financial report metadata

AsOfCalendar

Income statement

Exercise 3.2

Custom format cell

Exercise 3.3

Balance sheet

Exercise 3.4

Exercise 3.5

Cash flow statement

Exercise 3.6

Summary

4. Marketing Perspective

Marketing data model

Customer profiling

Parallel coordinates

Exercise 4.1

Exercise 4.2

Sankey

Exercise 4.3

Exercise 4.4

Market size analysis

Exercise 4.5

Exercise 4.6

Exercise 4.7

Social media analysis

Exercise 4.8

Exercise 4.9

Exercise 4.10

Sales opportunity analysis

Exercise 4.11

Summary

5. Working Capital Perspective

Working capital data model

Rotation and average days

Days Sales of Inventory

Exercise 5.1

Days Sales Outstanding

Exercise 5.2

Days Payable Outstanding

Exercise 5.3

Exercise 5.4

Working capital breakdown

Exercise 5.5

Inventory stock levels

Exercise 5.6

Aging report

Exercise 5.7

Customer stratification

Stratification by distribution

Exercise 5.8

Exercise 5.9

Visualizing stratification

Exercise 5.10

Summary

6. Operations Perspective

Operations data model

Handling multiple date fields

On-Time and In-Full

Exercise 6.1

OTIF breakdown

Exercise 6.2

Exercise 6.3

Predicting lead time

Exercise 6.4

Exercise 6.5

Supplier and On-Time delivery correlation

Exercise 6.5

Planning in QlikView with KliqPlan

Planning tool extensions

Sales forecasts and purchase planning

Other applications

Summary

7. Human Resources

Human resources data model

Slowing changing dimensions attributes

Personnel productivity

Exercise 7.1

Exercise 7.2

Personnel productivity breakdown

Age distribution

Exercise 7.3

Salary distribution

Exercise 7.4

Employee retention rate

Exercise 7.5

Employee vacation and sick days

Exercise 7.6

Employee training and performance

Exercise 7.7

Personal behavior analysis

Exercise 7.8

Summary

8. Fact Sheets

Customer fact sheet consolidated data model

Customer Fact sheet Agile design

Creating user stories

User story flow

Converting user stories into visualizations

Going beyond the first visualization

Customer Fact sheet advanced components

Bullet graph

Exercise 8.1

Exercise 8.2

Sparklines

Exercise 8.3

Customizing the QlikView User Experience

Quick access to supplementary information

Exercise 8.4

Dynamic data visualization

Exercise 8.5

Regional settings

Currency

Language

Date and number formats

Customer Fact sheet n QlikView

Summary

9. Balanced Scorecard

The Balanced Scorecard method

The financial perspective

The customer perspective

The internal business process perspective

The learning and growth perspective

The Balanced Scorecard consolidated data model

The Balanced Scorecard information dashboard design

The Gestalt principles of perceptual organization

Proximity

Enclosure

Closure

Connection

Continuity

Similarity

Creating the filter pane bubble

Exercise 9.1

Creating an interactive tutorial

Exercise 9.2

Measuring success with XmR charts

Exercise 9.3

Summary

10. Troubleshooting Analysis

Troubleshooting preparation and resources

Positive mindset

General debugging skills

Reproduce

Diagnose

Fix

Reflect

Resources

QlikView Help

Local knowledge base

Qlik Community

Qlik Support

Reporting issues

Common QlikView application issues

Common QlikView data model issues

All expression values are exactly the same

The expression total is not equal to the sum of the rows

Duplicate values in a list box

Data doesn't match user expectation

Common QlikView expression issues

The expression does not calculate every row

The amounts in the table are not accumulating

Summary

11. Mastering Qlik Sense Data Visualization

Qlik Sense and QlikView developers

Visualization extension examples for cross-selling

Plan to master Qlik Sense data visualization

Summary

Index