Qlik Sense: Advanced Data Visualization for Your Organization电子书

Qlik Sense: Advanced Data Visualization for Your Organization

Table of Contents

Qlik Sense: Advanced Data Visualization for Your Organization

Credits

Preface

What this learning path covers

What you need for this learning path

Who this learning path is for

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Module 1

1. Qlik Sense® and Data Discovery

Continuing disruption

Qlik Sense® and the QlikView.Next project

Making sense of modern business

What is data discovery?

The empowered user

Interaction with data

Traditional business intelligence architecture

The Qlik® way

Color coding

Freedom of data navigation

Calculation on demand

Data discovery—the evolution of BI

Summary

2. Overview of a Qlik Sense® Application's Life Cycle

Overview of an application's life cycle

Starting application authoring

What makes up a Qlik Sense® application?

Sharing an application

Continuing the application's life cycle

Summary

3. Empowering Next Generation Data Discovery Consumers

Data discovery consumption requirements

Introducing the hub

Introducing streams

Exploring the components of the application

Sheets

Bookmarks

Data storytelling

Navigating and leveraging the associative experience

Navigation

Smart visualizations

Global search

Global filtering

Extending with Library

Summary

4. Contributing to Data Discovery

Realities of the data discovery contributor

Creating private bookmarks

Creating and sharing private sheets

Creating a private sheet

Publishing a private sheet

Creating a new sheet

Adding a predefined visualization to a new sheet

Creating a Combo chart object

Publishing a private sheet

Creating and sharing stories

Defining a story

Creating snapshots

Adding text

Adding shapes

Media library

Publishing your story

Summary

5. Authoring Engaging Applications

Preparations and requirements

The requirement specifications

The communication problem

A step-wise implementation

The process

Getting started with the app creation

Creating a new app

Loading your data

Loading additional tables

Using the Data load editor

Creating a database connection

Data connectors

The analysis interface—sheets and visualizations

Creating a sheet

Adding visualizations

Adding dimensions and measures

Defining bar charts

Storytelling

The application library

Which fields should be exposed?

Defining KPIs

Creating library entries

Best practices in data visualization

Dashboard

Analysis

Reporting

Structuring a sheet

Graphs and other visualizations

Dimensions and measures

The bar chart

The pie chart

The line chart

The KPI object

The gauge

The scatter chart

The tree map

The geographical map

Tables

Sorting and colors

Migrating applications from QlikView® to Qlik Sense®

Changes to the script

Changes to the user interface

Publishing your apps

Summary

6. Building Qlik Sense® Data Models

The QIX engine

The Qlik Sense® data model

Creating a multitable data model

Linking tables

Structuring your data

Normalization

Star schema and snowflake schema

Pitfalls in the data model

The data model viewer

Using preview mode

Summary

7. Qlik Sense® Apps in the Cloud

Why use the cloud?

Cloud sharing

Cloud content

Using Qlik Sense® apps in the cloud

Uploading an app from the desktop

Creating an app in Qlik Sense® Cloud

Sharing an app in Qlik Sense® Cloud

Maintaining Qlik Sense® Cloud apps

Using the Qlik DataMarket® content

Adding the QlikMarket® data

Summary

8. Extending the Qlik® Analytic Platform

Qlik® Dev Hub

Web mashups

Extending the Qlik Sense® client

Engine API Explorer

Developer community – Qlik Branch

Summary

9. Administering Qlik Sense®

The Qlik Sense® architecture

Services

Clients

Applications

Nodes

Streams

Deployment and licensing

Single node or multinode

License and access passes

Tokens

Access rules

Management and monitoring

Importing and managing apps

Importing extensions

Users and user directories

Defining streams

Connectivity management

Tasks

System management

Security rules

Monitoring

Security

Authentication and authorization

Content security

Summary

10. Sales Discovery

The business problem

Application features

Who are our top customers?

The 360-degree customer view

Filtering customers

Reviewing shipments for top customers

Reviewing the bottom five customers

Who are our most productive sales representatives?

Analyzing products

Analyzing customer sales

Building the application

The SalesDetails table

The Customers table

The AggSales table

US States ISO CODE 2 polygons

Analyzing the Sales Discovery Library

Dimensions

Measures

Visualizations

Summary

11. Human Resource Discovery

The business problem

Application features

Sheets

Training costs

Using the global selector

How the application was developed

Dimensions

Summary

12. Travel Expense Discovery

The business problem

Application features

Tracking expenses

Analyzing expenses overspent

Digging deeper into the data

Creating an analysis story for travel expenses

Creating an overview

Sharing our analysis

Finishing the story

Developing the application

Examining the key tables

Expenses

PerDiemRates

Airfare

Department

Budget

LinkTable

Dimensions

Measures

Visualizations

Summary

13. Demographic Data Discovery

Problem analysis

Application features

Analysis

Using the lasso selector to make selections

Using the global selector to make selections

How the application was developed

Dimensions

Measures

Summary

2. Module 2

1. Getting Started with the Data

Introduction

Extracting data from databases and data files

Getting ready…

How to do it…

How it works…

There's more…

See also…

Extracting data from Web Files

Getting ready…

How to do it…

How it works…

There's more…

See also…

Activating the Legacy Mode in Qlik Sense® desktop

Getting ready…

How to do it…

How it works…

There's more…

See also…

Extracting data from custom databases

Getting ready…

How to do it…

How it works…

There's more…

See also…

Invoking help while in the data load editor or the expression editor

Getting ready…

How to do it…

There's more…

See also…

Previewing data in the Data model viewer

Getting ready

How to do it…

How it works...

Viewing the data model

Viewing the associations

Table Meta Data

There's more...

Creating a Master Library from the Data model viewer

Getting ready

How to do it...

How it works...

There's more…

Using a Master Library in the Edit mode

Getting ready

How to do it...

There's more…

2. Visualizations

Introduction

Creating Snapshots

Getting ready

How to do it…

How it works…

There's more…

See also

Creating and adding content to a story

Getting ready

How to do it…

How it works…

There's more…

See also

Adding embedded sheets to the story

Getting ready

How to do it…

How it works…

There's more…

Highlighting the performance measure in a bar chart

Getting ready

How to do it…

How it works…

There's more…

See also

Associating persistent colors to field values

Getting ready

How to do it…

How it works…

There's more…

See also

Using the ColorMix1 function

Getting ready

How to do it…

How it works…

There's more…

See also

Composition

Getting ready

How to do it…

How it works…

There's more…

Relationships

Getting ready

How to do it…

How it works…

Comparison

Getting ready

How to do it…

How it works…

See also

Distribution

Getting ready

How to do it…

How it works…

Structuring visualizations

Getting ready

How to do it…

How it works…

3. Scripting

Introduction

Structuring the script

Getting ready

How to do it…

How it works…

Efficiently debugging the script

Getting ready

How to do it…

How it works…

There's more…

See also

Packaging the code in script files

Getting ready

How to do it…

How it works…

See also

How to use sub routines in Qlik Sense®

Getting ready

How to do it…

How it works…

There's more…

See also

Optimizing the UI calculation speed

Getting ready

How to do it…

How it works…

Optimizing the reload time of the application

Getting ready

How to do it…

How it works…

Using a For Each loop to load data from multiple files

Getting ready

How to do it…

How it works…

There's more…

Using the Concat function to store multiple field values in a single cell

Getting ready

How to do it…

How it works…

There's more…

See also

4. Managing Apps and User Interface

Introduction

Publishing a Qlik Sense® application created in Qlik Sense® desktop

Getting ready

How to do it…

How it works…

There's more…

Creating private, approved, and community sheets

Getting ready

How to do it…

How it works…

There's more…

See also

Publishing a Qlik Sense® application to Qlik Sense® cloud

Getting ready

How to do it…

How it works…

There's more…

Creating geo maps in Qlik Sense®

Getting ready

How to do it…

How it works…

There's more…

Reference lines in Sales versus Target gauge chart

Getting ready

How to do it…

How it works…

There's more…

See also

Effectively using the KPI object in Qlik Sense®

Getting ready

How to do it…

How it works…

There's more…

See also

Creating Tree Maps

Getting ready

How to do it…

How it works…

There's more…

Creating dimensionless bar charts in Qlik Sense®

Getting ready

How to do it…

How it works…

There's more…

See also

Adding Reference Lines to trendline charts

Getting ready

How to do it…

How it works…

Creating text and images

Getting ready

How to do it…

Adding Images

Adding Text

How it works…

Applying limitations to charts

Getting ready

How to do it…

How it works…

There's more…

Adding thumbnails – a clear environment

Getting ready

How to do it…

How it works…

Navigating many data points in a scatter chart

Getting ready

How to do it…

How it works…

There's more…

5. Useful Functions

Introduction

Using an extended interval match to handle Slowly Changing Dimensions

Getting ready

How to do it…

How it works…

There's more…

See also

Using the Previous() function to identify the latest record for a dimensional value

Getting ready

How to do it…

How it works…

There's more…

See also

Using the NetworkDays() function to calculate the working days in a calendar month

Getting ready

How to do it…

How it works…

See also

Using the Concat() function to display a string of field values as a dimension

Getting ready

How to do it…

How it works…

There's more…

See also

Using the Minstring() function to calculate the age of the oldest case in a queue

Getting ready

How to do it…

How it works…

There's more…

See also

Using the Rangesum() function to plot cumulative figures in trendline charts

Getting ready

How to do it…

How it works…

See also

Using the Fractile() function to generate quartiles

Getting ready

How to do it…

How it works…

There's more…

See also

Using the FirstSortedValue() function to identify the median in a quartile range

Getting ready

How to do it…

How it works…

There's more…

See also

Using the Declare and Derive functions to generate Calendar fields

Getting ready

How to do it…

How it works…

There's more…

See also

Setting up a moving annual total figure

Getting ready

How to do it…

How it works…

There's more…

See also

Using the For Each loop to extract files from a folder

Getting ready

How to do it…

How it works…

Using the Peek() function to create a currency Exchange Rate Calendar

Getting ready

How to do it…

How it works…

There's more…

See also

Using the Peek() function to create a Trial Balance sheet

Getting ready

How to do it…

How it works…

See also

6. Set Analysis

Introduction

Cracking the syntax for Set Analysis

Getting ready

How to do it…

How it works…

There's more…

See also

Using flags in Set Analysis

Getting ready

How to do it…

How it Works…

There's more…

See also

Using the = sign with variables in Set Analysis

Getting ready

How to do it…

How it works…

See also

Point in time using Set Analysis

Getting ready

How to do it…

How it works…

Using comparison sets in Set Analysis

Getting ready

How to do it…

How it works…

Using embedded functions in Set Analysis

Getting ready

How to do it…

How it works…

There's more…

Creating a multi-measure expression in Set Analysis

Getting ready

How to do it…

How it works…

Using search strings inside a set modifier

Getting ready

How to do it…

How it works…

There's more…

See also

Capturing a list of field values using a concat() function in Set Analysis

Getting ready

How to do it…

How it works…

Using the element functions P() and E() in Set Analysis

Getting ready

How to do it…

How it works…

There's more…

See also

7. Extensions in Qlik Sense®

Introduction

Creating an HTML visualization extension for Qlik Sense®

Getting ready

How to do it…

How it works…

There's more…

See also

Defining a Properties panel in Qlik Sense® visualizations

Getting ready

How to do it…

How it works…

There's more…

Creating custom components within Qlik Sense® visualizations

Getting ready

How to do it…

How it works…

There's more…

Using data with extensions

Getting ready

How to do it…

How it works…

See also

8. What's New in Version 2.1.1?

Introduction

Using the visual exploration capability in Qlik Sense® 2.1.1

Getting ready

How to do it…

How it works…

There's more…

See also

Defining variables in Qlik Sense®

Getting ready

How to do it…

How it works…

There's more…

See also

Exporting stories to MS PowerPoint

Getting ready

How to do it…

How it works…

There's more…

See also

Using the Qlik Dev Hub in Qlik Sense® 2.1.1

Getting ready

How to do it…

Single configurator

Extensions editor

Mashup editor

How it works…

There's more…

Single configurator

Extension editor

See also

Using Extension editor in Qlik Dev Hub

Getting ready

How to do it…

How it works…

There's more…

See also

Using Qlik Dev Hub to generate mashups

Getting ready

How to do it…

How it works…

There's more…

See also

Embedding Qlik Sense® application on a website using a single configurator

Getting ready

How to do it…

How it works…

There's more…

See also

Using the Qlik DataMarket

Getting ready…

How to do it…

How it works…

See also

Creating dynamic charts in Qlik Sense®

Getting ready

How to do it…

How it works…

There's More….

Using Smart Search

Getting ready

How to do it…

How it works…

There's More….

See also

Using smart data load profiling

Getting ready

How to do it…

How it works…

There's More….

Conclusion

A. Appendix

Keyboard shortcuts in Qlik Sense® Desktop

3. Module 3

1. Getting Ready with Predictive Analytics

Analytics, predictive analytics, and data visualization

Purpose of the book

Introducing R, Rattle, and Qlik Sense Desktop

Installing the environment

Downloading and installing R

Starting the R Console to test your R installation

Downloading and installing Rattle

Installing Qlik Sense Desktop

Exploring Qlik Sense Desktop

Further learning

Summary

2. Preparing Your Data

Datasets, observations, and variables

Loading data

Loading a CSV File

Transforming data

Transforming data with Rattle

Rescaling data

Using the Impute option to deal with missing values

Recoding variables

Binning

Indicator variables

Join Categories

As Category

As Numeric

Cleaning up

Exporting data

Further learning

Summary

3. Exploring and Understanding Your Data

Text summaries

Summary reports

Measures of central tendency – mean, median, and mode

Measures of dispersion – range, quartiles, variance, and standard deviation

Range

Quartiles

Variance

Standard deviation

Measures of the shape of the distribution – skewness and kurtosis

Showing missing values

Visualizing distributions

Numeric variables

Box plots

Histograms

Cumulative plots

Categorical variables

Bar plots

Mosaic plots

Correlations among input variables

The Explore Missing and Hierarchical options

Further learning

Summary

4. Creating Your First Qlik Sense Application

Customer segmentation and customer buying behavior

Loading data and creating a data model

Preparing the data

Creating a simple data app

Associative logic

Creating charts

Analyzing your data

Further learning

Summary

5. Clustering and Other Unsupervised Learning Methods

Machine learning – unsupervised and supervised learning

Cluster analysis

Centroid-based clustering the using K-means algorithm

Customer segmentation with K-means clustering

Preparing the data in Qlik Sense

Creating a customer segmentation sheet in Qlik Sense

Hierarchical clustering

Association analysis

Further learning

Summary

6. Decision Trees and Other Supervised Learning Methods

Partitioning datasets and model optimization

Decision Tree Learning

Entropy and information gain

Underfitting and overfitting

Using a Decision Tree to classify credit risks

Using Rattle to score new loan applications

Creating a Qlik Sense application to predict credit risks

Ensemble classifiers

Boosting

Random Forest

Supported Vector Machines

Other models

Linear and Logistic Regression

Neural Networks

Further learning

Summary

7. Model Evaluation

Cross-validation

Regression performance

Predicted versus Observed Plot

Measuring the performance of classifiers

Confusion matrix, accuracy, sensitivity, and specificity

Risk Chart

ROC Curve

Further learning

Summary

8. Visualizations, Data Applications, Dashboards, and Data Storytelling

Data visualization in Qlik Sense

Visualization toolbox

Creating a bar chart

The Data menu

The Sorting menu

The Add-ons menu

The Appearance menu

Data analysis, data applications, and dashboards

Qlik Sense data analysis

In-memory analysis

Associative experience

Data applications and dashboards

The DAR approach

Data storytelling with Qlik Sense

Creating a new story

Further learning

Summary

9. Developing a Complete Application

Understanding the bike rental problem

Exploring the data with Qlik Sense

Checking for temporal patterns

Visual correlation analysis

Creating a Qlik Sense App to control the activity

Using Rattle to forecast the demand

Correlation Analysis with Rattle

Building a model

Improving performance

Model evaluation

Scoring new data

Further learning

Summary

A. Bibliography

Index