QlikView for Finance电子书

QlikView for Finance

Table of Contents

QlikView for Finance

Credits

Disclaimer

About the Author

About the Reviewers

www.PacktPub.com

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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

Errata

Piracy

Questions

1. Getting That Financial Data into QlikView

When do we use QlikView?

Downloading and installing QlikView

Becoming familiar with QlikView

Opening and examining QlikView

Loading data from Excel

How QlikView works for analysis – finding the out of balance

Adding more data – modifying the load script

Loading more than one spreadsheet

Summary

2. QlikView Dashboard Financial KPIs

What are key performance indicators?

Display sales as a KPI

What are the three most common financial KPIs?

Adding ROI, ROA, and ROE into a QlikView dashboard

Building our set expressions

Expression shortcuts

Mathematical and set operators

Creating our three-KPI display

Common size income statement

Summary

3. KPIs in the Financial Officer QlikView Dashboard

Opening the example CFO dashboard

The KPIs tab in a nutshell

Delving into sheet objects

The third text object in the first row

The second row of sheet objects

The third row of sheet objects

Load script for the KPIs dashboard tab

Summary

4. QlikView Asset Management with Multiple Data Sources

Assets under management (financial investments)

Fixed asset management

Adding data sources

Loading from another QlikView document

Loading from files

QlikView files

XML files

HTML files

Excel files

Text and delimited files

Loading from databases

Summary

5. QlikView Sales Analysis

Reopening the example CFO dashboard

The sales analysis tab in a nutshell

The table display

The chart display

The nuts and bolts of the sales analysis dashboard

The group button

Containers

Improving the sales analysis dashboard

Steps to create a new sales analysis tab

Creating a new variable

An interface for the new variable

Applying the new variable

Adding a container with multi boxes

Moving and changing the chart

Summary

6. QlikView Forecasting and Trends

Reopening the example CFO dashboard

Trend and forecast lines in charts

Adding a trend line to the monthly sales and margin chart

Basing a trend line on an existing measure

Extending a trend line into a forecast line

The nuts and bolts of the trending dashboard

Colors

Experimenting with color formulas

How to get other colors

Layout themes

Creating your own theme

Applying your new theme

Applying a theme to a whole document

Applying a theme to a sheet

Applying a theme to a sheet object

The nuts and bolts of the What If? dashboard

Summary

7. QlikView Inventory Analysis

Reopening the CFO dashboard

Delving into the four-quadrant layout

The good and bad of the Inventory tab

What is inventory turnover?

Other measures at the dashboard level

Inventory on hand

Inventory profile

On time delivery

The nuts and bolts of the Inventory dashboard

The pivot table

Creating the inventory profile ranges

Summary

8. QlikView Order Details Dashboard

Reopening the CFO dashboard

Analyzing the order details dashboard display

Comparing the order and inventory management online demonstration

The nuts and bolts of the CFO dashboard order detail tab

Export to Excel

Color-coding data

Number format patterns

Dynamic expressions

Summary

9. QlikView Expenses Dashboard

Reopening the CFO example dashboard

Analysis of the expenses dashboard display

The nuts and bolts of the CFO dashboard expenses tab

Minimizing the pie chart

Improving the line chart

Bar chart formulas

Pivot table variances

Formatting and linking

Summary

10. Sharing Your QlikView Insights

Sharing QlikView information with business associates

Licensing and servers

Licensing

QlikView business servers

Security, deployment, and technology in an enterprise application

Security

Deployment

Technology

Data sources

Mobile applications

Where to get further information

QlikCommunity

Development source control integration

QlikView Reference Manual

Delving into Qlik Sense

Summary

Index