Business Intelligence Solutions with Qlik Sense
4.1 (81 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
272 students enrolled

Business Intelligence Solutions with Qlik Sense

Learn Qlik Sense data visualization and analyze data easily and make faster business decisions
4.1 (81 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
272 students enrolled
Created by Packt Publishing
Last updated 4/2019
English [Auto-generated]
Current price: $139.99 Original price: $199.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 6 hours on-demand video
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Develop an intuitive and informative dashboard with the appropriate depth of interactivity using Qlik Sense.
  • Display data in maps, charts, and text across multiple sheets.
  • Apply set analysis to your data in Qlik Sense expressions.
  • Add security in your Qlik Sense applications for better data protection.
  • Fix real-world issues you face, such as synthetic keys while loading your data .
  • Modify data in existing tables to obtain values required for your dashboard design as per business requirements.
  • Transform data to generate new columns and achieve desired outcomes on the dashboard.
  • Understand the use and benefits of including Preceding Load and Mapping Load in your data model.
Course content
Expand all 72 lectures 05:47:13
+ Learn Qlik Sense Dashboard Development
33 lectures 02:11:53

This video will give you an overview about the course.

Preview 03:36

In this video, we will understand which option to choose: Cloud or Offline Qlik Sense software.

  • Website/Location to get both options

  • Create accounts for both options

  • Log in to the cloud environment

Cloud or offline Qlik Sense

What to expect from different desktop sections?

  • Understand the main window

  • Understand demo app and video section

  • Get help related to Qlik Sense

Overview of Qlik Sense Desktop

How to open and explore a Qlik Sense app?

  • Open a sheet to start exploring an app

  • Make selections in the app

  • Explore charts and view background info

App Demo

What are the important terminologies a developer must know related to Qlik Sense?

  • Explore the architecture of Qlikview

  • Understand the layers of Qlik Sense

  • Understand the functioning of each layer to better understand the architecture

Qlik Sense Architecture

How to create an app in Qlik Sense?

  • Log in to Qlik Sense

  • Click on the "Create new App button"

Preview 04:15

How to import Excel data in Qlik Sense?

  • Select the Add data from files option

  • Go to the desired location by selecting My Computer

  • Select the sales file and click on Load data

Importing Data from Excel

What are fact and dimensions and how to identify them?

  • Understand the difference between fact and dimensions

  • Learn how to use special character to identify fact/dim

  • Edit data in Qlik Sense to prefix fact/dim

Understanding Fact and Dimensions

What are filters in Qlik Sense and how do we create them?

  • Create a filter pane from the charts section

  • Add dimensions

  • Make selections and understanding selection terminology

Creating and Understanding Filters

How to create new sheets in Qlik Sense?

  • Go to the Sheets drop-down option

  • Click on the Create new sheet thumbnail

Creating new Sheets

What are the different types of data models that we can create in Qlik Sense?

  • Understand single table model

  • Understand star schema model

  • Understand snowflake schema

Types of Data Models

How to create a star schema in Qlik Sense?

  • Go to Data Manager

  • Import Fact and Dim tables from spreadsheet

  • Join the tables based on suggested joins

Creating a Star Schema Model

How to view and analyze the resulting data model?

  • Go to the data model viewer to view the model

  • Click on any of the key fields

  • Using density and subset ratio to understand the model

Viewing and Analyzing the Resulting Data Model

How to create QVD files in Qlik Sense?

  • Go to Script Editor and unlock the script

  • Write the store command to get the table out

  • View the QVD file location used in the store command

Creating QVD Files

What are the different properties of Qlik Sense filters?

  • Click on data section to change field and field name

  • Click on sort section to change sorting settings

  • Click on appearance to change the appearance settings

Filter Properties

What are date filters and how to use them?

  • Use the most low-level date field in dataset

  • Create multiple date fields to use as filters

  • Select a year quarter field to use as filter on the frontend

Date Filters

How to create charts in Qlik Sense?

  • Got to charts and select a chart of interest

  • Provide a dimension of interest

  • Provide a measure of interest

Qlik Sense Charts

What are Master Items and how to create them?

  • Master Items importance

  • Go to Master Items

  • Select dimension and measure of interest, and provide values

Master Items

What are bookmarks and how to create them?

  • Bookmarks to save analysis

  • Make some selections from filters

  • Go to Bookmark and click on Create Bookmark to save analysis


In this video, we will learn what KPIs are and how to create them in Qlik Sense.

  • Understand charts and KPI

  • Drag KPI object to canvas

  • Provide measure to create KPI

Adding KPIs

In this video, we will learn to create Charts in Qlik Sense.

  • Understand different charts

  • Drag the chart object to canvas

  • Provide dimension and measure to chart

Adding Charts

How to Create Simple and Pivot Table?

  • Select a simple or pivot table in chart

  • Drag the table object to canvas

  • Provide dimension and measure to table

Simple and Pivot Table

What is drill down dimension and how to create it?

  • Select the dimension on which drill down is required

  • Create the drill down dimension

Drill Down Dimension

In this video, we will learn how to add text and images in Qlik Sense.

  • Drag on to canvas at the desired position

  • Enter the relevant text or select image to display

Text and Images

In this video, we will learn how to create and configure maps in Qlik Sense.

  • Drag the map object to desired location

  • Provide geo-tagged field and measure to populate chart


In this video, we will learn what set analysis is and how to use it in Qlik Sense.

  • Set Analysis Requirements overview

  • Set Analysis Syntax overview

Basics of Set Analysis Expression

Learn what assignment operators in Qlik Sense are and how to use them.

  • Understand various types of operators and situation and when you need it

  • Use the required assignment operator in set analysis expression

Assignment Operators

In this video, we will learn what set operators in Qlik Sense are and how to use them.

  • Use the required set operator in set analysis expression

Set Operators

In this video, we will learn what element functions are and their use.

  • Understand what element functions are and situations when you need it

  • Use the required element function in set analysis expression

Element Functions

How does security get configured and used in Qlik Sense?

  • Security section overview

  • Learn best practices for security script

  • Security effectiveness

Qlik Sense Security Overview

What are the different levels on which security can be applied?

  • Security types overview

  • Understand when to use a particular type of security

  • Understand when security comes in to effect

Understanding Various Types of Security

How to write security script in Qlik Sense?

  • Drag the tab prior to every other tab

  • Write the security script and load the data

Configuring Security

How to take help on any Qlik Sense topics or custom needs?

  • Overview of

  • Enter the question as per your problem

  • Select the best possible populated question based on your requirements

Next Steps
Test your knowledge
5 questions
+ Mastering Qlik Sense
39 lectures 03:35:20

This video gives a glimpse of the entire course.

Preview 03:40

Take a look at what’s new in Qlik Sense’s latest release and the Architecture and understand the role of all of the services on the Qlik Sense Server.

   •  Take a look at the new features in the latest release of Qlik Sense

   •  Go through it’s architecture

What’s New in Qlik Sense?

Quick glance of the 2 schemas – Snowflake and Star.

   •  Understand what Schema is

   •  Understand Star and Snowflake Schemas

Understanding the Schemas

Have a look at our objective

   •  Go through the topics we will be covering in the course

   •  Explore the data model we will create

Our Objective: The Data Model

Understand what the different components of the Data Load Editor in Qlik Sense are. While there may be a number of ways to load data into Qlik Sense, yet Data Load Editor is most preferred.

   •  Take a look at all different options on the Data Load Editor Window

   •  Look at where you find connectors to different data sources and how you might want to better organize your script

Introduction to Data Load Editor

How to load a basic table into Qlik Sense?

   •  Connect to the Data folder that contains the excel file

   •  Generate the script and load data from excel

   •  Understand how to name tables in Qlik Sense

Loading Data in Qlik Sense

In this video, we will perform basic transformations in Qlik Sense, and see how can we rename columns or perform simple calculations.

   •  Make a change in the column name using the select data window or

   •  Change the name of a column in the script

   •  Perform a simple calculation in the script

What is Data Transformation?

What are the rules while loading data into Qlik Sense?

   •  Only one key column between 2 tables the name of the columns to be exactly the same?

   •  Connect to a data source is the first step towards loading data, a simple example of this is covered here, another in section 4

   •  Load the data available with your connection, in this example we see loading excel and csv, more data file types in section 4

Loading Dimension Tables

What is the problem with the synthetic keys and possible solutions?

   •  Learn how is a synthetic key formed

   •  Understand why do we want to fix synthetic keys, so issues around them

   •  Fix these

Synthetic Keys: Problems Arising from Them

Which one can we use to fix the synthetic key in our data model?

   •  Rename and transform 2 columns into one in one of the tables to eradicate the synthetic key

Synthetic Keys: Choosing a Solution That Works for You

What is the impact of the synthetic key on our dashboard?

   •  Check the results of a formula that uses the columns from the synthetic table

   •  Look at both scenarios with and without the Synthetic table in our data model

Synthetic Keys: Impact on Your Dashboard

We will see what could be the prerequisites to load data into Qlik Sense.

   •  Set up data sources on your machine

   •  Connect to the database using the right connector

   •  Load data

Loading Data: Database Example

Just as we load different data types let’s try one example of the XML data.

   •  Connect to my XML data folder

   •  Load the XML  table

Loading Data from Other Data Files

What problems arise with circular references?

   •  Have a look at the impact of the circular references on our data model

What Impact Does Circular Reference Have?

Fixing our messed up data model.

   •  Try to use a simple solution to fix our data model

Resolving Circular References

We will see what could be the reasons and impact of Circular References

   •  Understand Circular References

   •  Understand its impact on the dashboard

Impact of the Circular References on the Dashboard

We don’t always need to load a complete table, in some cases partial data is good enough.

   •  Learn how do we load data based on criteria

   •  Understand Where clause

Using the Where Clause to Filter Data

Loading data from a table that's already present in our data model can be challenging in databases, however in Qlik Sense , Resident Load makes it a piece of cake.

   •  Use resident load

Using Resident Load to Manipulate Data

Resident load works find with Where however if we need to load data by comparing values in 2 table Where exists is what we need.

   •  Understand where exists

   •  Learn how to use it in our script

Using Where Exists for comparisons

In our data model, calculations can be done by designers on the dashboard, but as a developer there are some changes that you can make to be able to help calculate certain values.

   •  Learn how to add a counter /variable that can be used by the designer

   •  Go through a simple example on the dashboard on using the counters

Adding Counters When Needed

Understanding how Mapping load can make life so much easier when loading tables and there isn’t a need for joins here.

   •  Go through the rules for using mapping loads

Mapping Load

Preceding load: What is it?

   •  Understand the concept of the preceding load

   •  Use preceding load in our example

Preceding Load

Understand what are all different types of Joins?

   •  Understand Joins and diagrams

   •  Learn how the joins work

Introduction of Joins

Make sure to choose the right tables to join. Joining very large tables will have an adverse impact.

   •  Go through the joins syntax and example in the script

Using Joins

What is Concatenation? Types of Concatenation and understanding how they work.

   •  Go through the details of auto and forced concatenation

Concatenation in Qlik Sense

While you have seen the definition of the auto-concatenate, here we look at how this actually works.

   •  Go through the definition

   •  Go through an example

Auto- Concatenation in Qlik Sense

Look at how to force tables to concatenate and see that there are null values in the data model.

   •  Go through the definition

   •  Go through an example

Forced Concatenation in Qlik Sense

We will see what is Class Function

   •  Take a look at the use and syntax of class function

Grouping Data Using Class Function

As we try to understand Class Function , this quick example gives us a glimpse of what we can get in terms of output

   •  to create a quick example of the Class function output and a way to fix the result to look more presentable

How To Use the Class Function

Understand  link tables

   •  Take a look at the very tough concept of Link tables with a very easy example, this is just a scenario based example every user may face different situations and this cannot be generalized

Link Tables in Qlik Sense

Introduction and understanding the need of the master calendar.

   •  Understand the Key concepts and requirements related to master calendar

Master Calendar

We start with our dates and pull out the latest and oldest date from out data

   •  Then we need to generate a table starting with the oldest date and generating consecutive dates all the way through to the latest date.

   •  Go through the script used

Master Calendar MinMaxDate

Using the new table to generate additional fields for analysis.

   •  Take a look at the script being used to generate fields also take a look at the help page for all possible date and time functions

Master Calendar – Final Script

Here, we will again the use of the master calendar on the dashboard, for analysis.

  • Go through a simple chart example for time analysis

Master Calendar – Dashboard Example

This video is an introduction to Set Analysis

  • Understand what Set Analysis is

Introduction To Set Analysis

This video will show you how Set Analysis works

  • Understand Set Analysis through an example

How Does Set Analysis Work

Here, we will take a look at Section Access

  • Understand what section Access is

Section Access

This video will help you understand the script for Section Access

  • Understand Section Access

  • Go through an example

Section Access Script

The journey ahead

  • Go through the next steps

  • Go through the reference links

Moving on From Here...
Test your knowledge
3 questions
  • A basic understanding of BI concepts is all you need to get started with this course.

Qlik Sense is business intelligence (BI) and visual analytics platform that supports a range of use cases all within a scalable, governed framework. It not only allows you to create interactive reports and dashboards with stunning charts and graphs but also prepares you to be an expert in your organization when it comes to designing BI solutions using Qlik Sense.

This course takes a practical and incremental approach. It helps you master all the advanced Business Intelligence capabilities of Qlik Sense to debug common issues and optimize your data model. It will first teach you how to connect your Data with Qlik Sense & create your own Qlik Sense app. Then you'll learn to build your own dashboard by adding different functionalities, perform analyses, and secure your data in Qlik Sense. Moving further you be learning to create a data model to achieve optimized performance, including how to load data from different data sources & much more. Finally, you will be mastering the art of creating dashboards that are not only visually appealing and accurate but also very informative and a BIG bonus to your team while making those tough decisions.

Contents and Overview

This training program includes 2 complete courses, carefully chosen to give you the most comprehensive training possible.

The first course, Learn Qlik Sense Dashboard Development starts by connecting your Data with Qlik Sense and will create your own Qlik Sense app. You will see how to add data from popular spreadsheet applications MS Excel and work with Qlik Sense components such as charts, list boxes, input boxes, and Text objects. You'll build your own dashboard by adding different functionalities, perform analyses, and secure your data in Qlik Sense. By the end of the course, you will able to analyze data and make business decisions faster.

The second course, Mastering Qlik Sense we look at everything that goes into creating a data model to give you the most optimized performance, including how to load data from different data sources, fix synthetic keys, and other issues. Also included are topics such as creating link tables, the master calendar script, and applying set analysis to your data. Thus, you will master the art of creating dashboards that are not only visually appealing and accurate but also very informative and a BIG bonus to your team while making those tough decisions.

About the Authors:

  • Abhishek Agarwal has 12+ years of experience in developing analytical solutions. He is a seasoned BI professional with expertise in multiple technologies. He has been teaching BI technologies for the past 5+ years and has worked in a similar domain. He uses QlikView, Power BI, Tableau, and a couple of other technologies for end-to-end analytical solution development in his current work.

  • Colibri is a technology consultancy company founded in 2015 by James Cross and Ingrid Funie. The company works to help its clients navigate the rapidly changing and complex world of emerging technologies, with deep expertise in areas such as Big Data, Data Science, Machine Learning, and Cloud Computing. Over the past few years, they have worked with some of the world's largest and most prestigious companies, including a tier 1 investment bank, a leading management consultancy group, and one of the World's most popular soft drinks companies, helping each of them to better make sense of its data, and process it in more intelligent ways. The company lives by its motto: Data -> Intelligence -> Action.

    Diksha Bhosle is a versatile trainer from Colibri Digital. She has over 12 years' experience and has trained in a number of different technologies including Microsoft, CRM, Marketing Applications and of course Qlik Sense and Qlik View. Having worked with Qlik Technologies for a few years she has in-depth knowledge and understanding of both Qlik View and Qlik Sense. After a number of interactions with Various Qlik Sense customers, she has gained a deeper understanding of common issues faced by customers.

Who this course is for:
  • This course is for Business analysts, Business Intelligence professionals and Data Analysts or anyone who just wants to get started with Qlik Sense become experts in using Qlik Sense.