Mastering Qlik Sense电子书

Title Page

Copyright and Credits

Mastering Qlik Sense

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Contributors

About the authors

About the reviewers

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Preface

Who this book is for

What this book covers

To get the most out of this book

Download the example code files

Download the color images

Conventions used

Get in touch

Reviews

Qlik Sense Self-Service Model

A review of Qlik Sense

The Self-Service model

The IKEA effect

User types in self-service

Benefits and challenges of self-service

Benefits

Challenges and risks

Recommendations on deploying self-service with Qlik Sense

Summary

Transitioning from QlikView to Qlik Sense

Journey from QlikView to Qlik Sense

QlikView and Qlik Sense comparison

The different approach to projects

Requirements gathering

Implementation

Maintenance

Differences in the loading script

Script statements not supported in Qlik Sense

Script expressions not supported in Qlik Sense

Prefixes not supported in Qlik Sense Script

Script statements not recommended in Qlik Sense

Differences in the frontend

Frontend functions not recommended in Qlik Sense

ALL qualifier

Commonalities

Where to upskill to transition to Qlik Sense

Qlik Sense on mobile

Summary

Security Rules: Attribute Based Access Control

Introducing Attribute-Based Access Control

Security rules properties

ACAB policy properties

Identification properties

Other properties

Administrator roles

Default administrator roles

Custom security roles

Creating security roles

Assigning users security roles

Security rules resources

Resource filters

Naming resources in the resource filter

Resource types

App-related resources

Task resources

ContentLibrary related resources

Hub section resources

QMC section resources

License related resources

Node or service related resources

Other resources

Security rules actions

Security rules conditions

General structure of a condition

Functions for conditions

Operands for conditions

Basic rule editor

Validating the security rule condition

Auditing security rules

Working with auditing

Audit results

Audit investigation

Auditing when creating new security rules

Security rule uses cases and examples

Security rules example: Creating QMC stream admin roles

Resource filter

Conditions

Action

Security rules example – Qlik Sense access rights for AD groups

Security rule for creating apps (developer)

Security rule for creating data connections (developer)

Security rule for creating app objects (developer and contributor)

Summary

Master Items in Qlik Sense

Understanding Master Items

Different types of Master Items

Master dimensions

Master measures

Visualizations

Working with Master Items

Master dimensions

Creating master dimension from a field

Creating master dimensions from the asset panel

Creating master dimensions from the data model viewer

Creating master dimensions via the API

Creating calculated master dimensions

Creating a drill-down master dimension

Editing, deleting, and duplicating master dimensions

Master measures

Creating master measures from a field

Creating master measures from the data model viewer

Editing, deleting, and duplicating master measures

Master visualizations

Creating master visualizations

Editing, deleting and duplicating master visualizations

Summary

Qlik Sense on the Cloud

Data analytics in the cloud

Qlik Sense cloud models

Qlik Sense Cloud Basic

Qlik Sense Cloud Business

Qlik Sense Enterprise in the cloud

Features overview

Hybrid cloud

Example of a hybrid cloud analytics solution

Summary

Qlik Sense Data Modeling

The engine drives everything

Engine components

The QIX internal database

The logical inference engine

The calculation engine

What should be done upstream from Qlik Sense?

Things to do upstream of Qlik Sense

Things to do in the Qlik Sense script

To do in the Qlik Sense UI

Star schema fact and dimension tables

Fact tables

Dimensions

Joins

Summary

Best Practices for Loading Data in Qlik Sense

Data loading concepts

Data Manager

Opening Data Manager

Associations

Associations and bubbles

Adding data

Automatic association

Loading data

Tables

Tables overview

Editing a table

Table field types

Associated fields

Breaking or editing associations

Loading data using the script editor

Opening Data load editor

The Main tab

The Auto-generated section

Analyzing the code in the Auto-generated section

Geo data fields

Field tags

The Declare and Derive fields

The Declare syntax

The Derive syntax

Optimizing your data loads

QVD files

Creating and storing QVD files

Loading data from a QVD file

Optimized loads

Examples of optimized loads

An example of a non-optimized load

Incremental loads

Append

Insert only

Insert and update

Insert, update, and delete

ETL – extract, transform, load

When not to use the ETL approach

When to use the ETL approach

The old approach to ETL

The Qlik Sense approach to ETL

Pros and cons of the new ETL approach

Summary

Advanced Scripting

Formatting settings through variables

System variables

HidePrefix and HideSuffix

include and must_include

CreateSearchIndexOnReload

Value handling variables

NullDisplay

NullInterprete

NullValue

Number interpretation variables

DecimalSep

ThousandSep

DateFormat

MonthNames and LongMonthNames

DayNames and LongDayNames

Script control statements

Organizing your script

Sub ... End Sub

Call (subroutines)

Looping

Do... Loop

For... Next

For Each... Next

Switch... Case... Default... End Switch

Conditional statements

If... Then... Elseif... End If

Table stats

RecNo

RowNo

NoOfRows and NoOfFields

Data security with Section Access

Section Access and Section Application

Fields in section access

Data reduction

Reducing rows

Reducing fields

Advanced sample scripts

Summary

Advanced Expressions in Qlik Sense

Set analysis

Parts of set analysis

Set expressions

Identifiers

Operators

Modifiers

Set modifiers dive in

Set modifiers with set operators

Set modifiers using assignments with implicit set operators

Set modifiers with advanced searches

Set modifiers with implicit field value definitions

Set modifiers with expressions

Comparing to other fields

Field-to-field comparison

P() and E() functions

Variables

Using variables in your script

The difference between SET and LET

Creating variables

Reading the value of variables

Dollar-sign expansion with variables

User-defined functions

Deleting and reusing variables

Using variables in your application

Opening the Variable menu

Creating a variable

Dollar-sign expansion in expressions - reading a variable

Deleting a variable

Using variables in expressions

Using variables in set analysis

Using variables to replace strings

Using variables to replace numbers

Maintaining expressions

Summary

Overview of Qlik Sense APIs

What is an API?

Description of Qlik APIs

API Stability

Engine API

Request syntax

Response syntax

Extension API

Hello World using the Extension API

Setting initial properties

Exporting and printing

Backend API

Capability API

Root API

App API

Bookmark API

Field API

Selection API

Variable API

Visualization API

Global API

Navigation API

Table API

enigma.js

Using enigma.js in Node.js apps

Using enigma.js in extensions

Leonardo UI

Using Leonardo UI with Node.js

LUI icons

LUI buttons

Other LUI components

halyard.js

Summary

Working with the Qlik Dev Hub

Dev Hub

Opening Dev Hub

Dev Hub overview

The Single configurator

The Extension editor

The Mashup editor

The Widget editor

QlikView converter

Summary

Coding in Qlik Sense

HTML5

CSS

CSS selectors

Element type selectors

ID selectors

Class selectors

Attribute selectors

Combining different selectors

JavaScript

Coding with JavaScript

JavaScript is code and not data or a markup language

Everything in JavaScript can have a property

Variable scoping

JSON

AJAX

JavaScript libraries

JavaScript is not just for browsers

RequireJS

RequireJS takeaways

AngularJS

It's all about bringing structure to JavaScript

Scope

Controllers

Templates

Directives

Creating your own directives

AngularJS takeaways

D3.js as a visualization library

SVG

Selections

enter() and exit()

Dynamic properties

Transitions

D3 takeaways

Debugging

Diving into the world of F12

Inspecting the DOM

Debugging JavaScript code

Adding a breakpoint

Debugging the breakpoint

Running the debugger

Inspecting the Qlik Sense API WebSocket

Summary

Creating Extensions in Qlik Sense

Structuring your code

The .qext file

The JavaScript file

The paint() method

The resize method

initialProperties

definition

importProperties

getExportRawDataOptions

support

controller and template

The properties panel

Reusable property components

Defining custom property components

Custom components

Creating your own components using AngularJS

Using custom array items

Best practice on property panels

User experience

Expressions

Grouping your properties

Using variables in the properties panel

Defining related properties of objects

Grouping properties in the panel

HyperCube

qHyperCubeDef

qHyperCubeDef properties

qDimensions

qMeasures

qInitialDataFetch

qStateName

qInterColumnSortOrder

qSuppressZero

qSuppressMissing

qMode

qNoOfLeftDims

qAlwaysFullyExpanded

qMaxStackedCells

qPopulateMissing

qShowTotalsAbove

qIndentMode

qCalcCond

qSortbyYValue

Returned qHyperCube structure

qListObjectDef

qStringExpression and qValueExpression

Example 1-bar chart

Requirements

Folder structure

Property panel

Template

Let's get started-MasteringQSBarChart.js

Preparing the SVG structure for the chart and the axis

Initializing the SVG chart

Rendering the SVG chart

Data preparation

Data visualization (finally)

Styling your bar chart-MasteringQSBarChart.css

Adding selections to the bars in the chart

Wrap-up

Example 2- drop-down list

Requirements

Folder structure

Property panel

Template

Let's get started-MasteringQSdrop-down.js

Adding selections

Adding read-only mode

Showing the frequency

Styling your drop-down values

Wrap-up

Qlik Branch and other open source repositories

Qlik Branch

bl.ocks-D3 open source platform

Summary

Integrating QS in Websites via Mashups

Getting set up

Connecting to the Qlik Engine

Creating a connection

Creating a Connection using WebSockets

Creating a Connection to the Qlik Server Engine

Creating a connection using certificates

Creating a connection using the Mashup API

Creating a connection using enigma.js

Embedding objects

Single configurator

Using the Object ID

Create visualizations on the fly

Interacting with the Engine

Creating HyperCubes

Connecting to fields

Creating a selection listener

Summary

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