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Title Page
Copyright
Implementing Qlik Sense
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who is this book for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
Consultant - An Introduction
Understanding who is a consultant
Importance of being a consultant
Difference between a developer and consultant
Roles and responsibilities of a consultant
Roles of a consultant
Interacting with business users
Understanding the data sources
Setting the expectations correctly
Designing the perfect solution
Plan the Go-live
Plan for the future road-map
Responsibilities of a consultant
Doing value adds
Documentation
Implementing best practices
User Acceptance and Training (UAT)
Post Go-live
Strategy that a consultant should follow
Size of the company
What system do they use currently?
Why do they want a new system?
What are the objectives and goals?
Are the stakeholders identified?
Is there a project champion?
What are the data sources?
Is the data clean?
Future road map
Summary
Preparing for the Project
Knowing about the company
Understanding the existing landscape
Existing data sources
Customer Relation Management
Help desk applications
Human resource systems
Enterprise Resource Planning
Social media
Data warehouses
Miscellaneous
Existing BI systems
Manual reporting
Traditional BI tools
Next generation tools
Understanding the need for change
Challenges with manual reporting
Challenges with traditional reporting
Challenges with new age tools
Understanding organizational hierarchy
What you need to study and prepare
Identifying your champion
Summary
Prerequisites to Start a Project
Understanding business process
Looking at the sales function
Business to business
Direct sales
Indirect sales
Business to consumer
Direct sales
Indirect sales
Mixed mode
Product companies
Services companies
Product and services mix
New age companies
Understanding finance
Financial planning
Spend analytics
Cash flow management
Profitability analysis
Risk and compliance
Understanding human resources
Hiring and on-boarding
Reward management
Workforce management
Training and development
Understanding supply chain management
Material sourcing
Forecasting and planning
Production
Warehouse
Transportation
Material returns
Others
Understanding marketing
Understanding information technology
Understanding procurement
Gathering brief requirements
Brief project scope
Planning risk and its mitigation
Identifying risk
Evaluating the risk
Plan of action to tackle risk
Control and monitor
Documentation
Example
Summary
Requirement Gathering
Understanding requirement gathering
Importance of requirement gathering
Focused deliverables
Project timelines
Resource planning, roles, and responsibility
Milestone and task definitions
Success criteria
Executing requirement gathering
Functional requirement gathering
Technical requirement gathering
Infrastructural requirement gathering
Brainstorming
Requirement workshops
Document analysis
Reverse engineering
Questionnaires
Must have, should have, and good to have strategies
Must have requirements
Should have requirements
Good to have requirements
Questionnaires
Functional questions
Sales module
Technical questions (database)
Technical questions (non-database)
Must ask information
Business objective
Current business challenges
Success criteria
Key stakeholders
Common mistakes in requirement gathering
Lack of business understanding
Assumptions
Communication problems
No participation in meeting
No recurring conversations
Gap analysis
Documentation
Sign off
Authentication and authorization
Documentation
Front page
Introduction page
Introduction to document
Scope of the document
Assumptions and constraints
Meetings held
Abbreviations used in documentation
Requirement category
Functional requirement
Business use case
KPIs
Dimensions
Functionality requirement
Current reporting data flow
Data sources
Tables and fields listing
Other logic and mappings
Visualization requirement
Authorization requirement
Risk and mitigation plan
User acceptance
Example
Summary
Architecture Design
An introduction and importance
Parameters for infrastructure design
Hardware infrastructure
RAM (Random Access Memory)
CPU (Central Processing Unit)
HDD (Hard Disk Drive)
Number of concurrent Users
Number of Applications
Things to remember
Example calculation
Software infrastructure
Operating system
Microsoft office
Microsoft .NET Framework
Relevant ODBC/OLEDB Drivers
Qlik connectors
PostgreSQL
Security infrastructure
Network infrastructure
Hardware and software requirements
Installation architecture
Node
Site
Single node architecture
Multi node architecture
Qlik sense repository database
Synchronized persistence
Shared persistence
Backup and restore design
DR (Disaster Recovery) server setup
Physical backup
Applications
Application data
Log files
Qlik Sense certificates
Repository database
Example Scenario
Hardware requirements
Calculation
Software requirements
Security requirements
Network requirements
User access requirement
Installation architecture
Backup and recovery
Data architecture
QVF
QVD
Parameters of data architecture
Data source
Business logics
Frequency
QVD Tier Architecture
One Tier
Two tier architecture
Three tire architecture
QVF Architecture
Two Tier QVF Architecture
Three tier QVF architecture
Hybrid architecture
Example case study
Data Sources
Business logic
Frequency
Data flow diagrams
External entity
Process
Data store
Data flow
Example of creating a DFD
Summary
Development
Data extraction process
Extract, Transform, and Load (ETL)
Extract
Full Load
Incremental Load
Building Data Model
Common challenges of Data modeling
Synthetic Keys
Removing the Fields
Renaming the Fields
Concatenate
Link Table
Circular Reference
Multiple Fact tables with different Granularity
Match the granularity
Generic Keys
Script Management
Separate Code
Comments
Naming Conventions
Best Practices in Data Modeling
Data modeling Validation
Row Count
Field Meta Data
Security Strategy
Visualization Strategy
Choices of Objects
Use of Extensions
Visualization best practices
Story Telling
Finding the insights for the story
Creating the story
Adding the Screenshots
Adding Text
Add shapes
Add effect library
Add images
Add sheets
Story presentation
Sharing the story
Summary
Validation, UAT and Go-Live
Introduction and importance
Data validation
Data type
Null values
Duplicate values
Script validation
Business logic validation
Visualization validation
Chart type validation
Dimensions and expression validation
Business flow validation
Performance validation
User acceptance testing
Go-Live Strategy
Summary
Post Go-Live
Adoption strategy
User training
Train the trainer
Qlik Sense Administration training
Training Process
A single long training
Multiple short trainings
Training Methodology
User Manual
Technical document
Administration
Product Usage
Functional document
FAQs
Top management use
Videos
Technical Videos
Functional videos
Maintenance strategy
Application performance
Upgrade infrastructure
Application optimization
Review visualization
How much data to keep
On-demand app generation
Data quality check
New updates and versions
Source changes
Auditing strategy
Documentation
Summary
Avoiding Common Pitfalls
The art of listening
Importance of documentation
Avoiding Over-Committing
Preparing for the Unexpected
Avoiding last minute surprises
Missed timelines
Infrastructure
People changing
Data Validation Issues
Hand-holding
Summary
Knowledge Sets
Getting to know Insurance
Insured
Insurance Companies
General Insurance
Life insurance
Re-Insurer
Terms frequently used in insurance
Insurance organization
Distribution
Sales
Marketing
Service (Post Sales)
Front Office
Product Management
Underwriting
Investments
Operations
Policy Administration
Claims Processing
Back office
Finance
Collections
Risk
HR
IT
Analytics
KPIs which are used in Insurance
Use cases in insurance
Sales performance
Marketing Performance
Investments
Risk
Underwriting and Claims
BI/IT/Reporting
Knowing Pharmaceuticals and Life-sciences
Vendors
Pharmaceutical company
Distributors
Pharmacy
Online pharmacies
Doctors/Physicians
End consumer (patient)
Terms frequently used in pharmaceutical industry
API
Batch Processing
Brand Name
Continuous Processing
Expiry
FDA
Generics
KOL
New Drug Application
OTC
Primary Sales
Secondary Sales
Tertiary Sales
Therapeutic Areas
Pharma organization
Sales
Marketing
Finance
SCM
Research and development
IT/Reporting
Manufacturing/Distribution
HR/Training
Clinical
KPIs which are looked at by Pharma industry
Use Cases in Pharma
Sales and marketing
Executive management
Supply Chain Management
Finance
Human resources
Knowing Retail
Retail organization
Sales
Marketing
Finance
IT/HR/Analytics
Merchandising
Supply Chain Management
Summary
A Real Life Case-Study
Introduction to Adventure Works
Preparation
Studying AWC Website
Understanding the Business Process
Getting to know Organization Hierarchy
Identifying Business Champion
Understanding the existing system and landscape
Understanding Business Challenges
Gathering Business Requirements
Defining approach and solution architecture
Execution of project
Extraction
Extraction in our example
Data modeling
Dashboard
Story
Post Go-Live Steps
Summary
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