
At the end of the lesson, you should be able to:
1. Register with a Qlik Account.
2. Log in to your Qlik Cloud Account to continue with the second lecture.
BI stands for Business Intelligence. It refers to the processes, technologies, and tools used to collect, analyze, and present data to support business decision-making. BI involves gathering data from various sources, transforming it into meaningful insights, and presenting it in the form of reports, dashboards, visualizations, or other formats. The goal of BI is to help organizations gain a better understanding of their operations, identify trends and patterns, and make data-driven decisions to improve performance, efficiency, and overall business outcomes.
Loading data into Qlik Sense is a crucial step because it forms the foundation for data analysis and visualization. Loading data into Qlik Sense is essential to harness the platform's analytical capabilities, facilitate data integration and modeling, and create interactive and meaningful visualizations. It sets the stage for data-driven insights and empowers users to make informed decisions based on a comprehensive understanding of their data.
Upon completing the lecture, you should be able to load data into Qlik Sense using the following method:
1: Data Manager
2: Data Load Editor
Encourage positive comments and ratings to help other students enroll and access all information available in the course, while noting expectations and wishing learners luck.
It's important to note that Qlik Sense allows for an iterative and exploratory workflow, where you can continuously refine and enhance your analysis. This iterative approach allows for agility and adaptability in the data analysis process.
Qlik Sense provides a flexible and iterative approach to dashboard creation, allowing you to adapt and improve your visualizations over time.
Upon completing the lecture, you should be able to:
1. Add relevant charts from insights into sheets.
2. Create charts by drag-and-drop based feature in Qlik Sense.
Add new columns to table objects in Qlik Sense using clicks and functions, derive new logic, and surface stories hidden in data for clearer insights.
Upon completing the lecture, you should be able to :
1. derive new columns using aggregated operation, eg: sum(A)-sum(B) = [New Column]
2. derive new columns using column function, column(1)-column(2)= [New Column]
Sorting in Qlik Sense is an essential feature in data analysis and visualization that allows you to arrange data in a specific order based on one or more criteria. Sorting is a flexible and customizable feature that enables you to organize and analyze data in a meaningful way. By applying sorting techniques, you can gain valuable insights from your data and effectively communicate information to your audience.
Upon completing the lecture, you should be able to sort data by:
1. Alphabetically
2. Numerically
3. Ascending
4. Descending
5. Custom Sort
Chart interactions refer to the ability to interact with one chart or visualization in Qlik Sense and have it affect or filter other charts. This feature allows users to explore and analyze data dynamically by selecting or interacting with specific data points or elements in one chart and observing the corresponding changes in related charts. Chart interactions enhance the interactive and exploratory nature of data analysis in Qlik Sense.
Upon completing the lecture, you should be able to understand the following Color indicators in Qlik Sense:
1. Green
2. White
3. Light Grey
4. Grey
Table associations, also known as data associations, refer to the relationships established between tables in a data model in Qlik Sense. These associations enable data from different tables to be linked together based on common fields or keys. By establishing table associations, Qlik Sense can perform powerful data discovery and analysis, allowing users to explore and analyze data across multiple tables seamlessly.
Upon completing the lecture, you should be able to understand how does Qlik Sense link data:
1. Columns of same name will be linked together
2. Case sensitive
Creating bookmarks in Qlik Sense allows you to save and recall specific states of your data visualization, including selections, filters, and other settings. Bookmarks capture a snapshot of the current state of your analysis, enabling you to revisit and share that specific view with others.
Upon completing the lecture, you should be able to understand Bookmarks are applied to:
1. Capture the current selections
2. Resume from the sheet that we stopped by
Learn to create variables in Qlik Sense and use them in buttons and triggers to store common measures as reusable components, ensuring dashboard consistency and adaptability.
Creating buttons in Qlik Sense allows you to add interactive elements to your dashboards or sheets, enabling users to trigger specific actions or navigate between different visualizations. Buttons can be customized with text, images, or icons and can be configured to perform various actions when clicked.
Upon completing the lecture, you should be able to understand Variables are applied to:
1. Create show/hide conditional columns.
For more info, please visit:
https://www.qlik.com/us/
https://community.qlik.com/
Understand Qlik Sense as a data visualization and analysis tool, with measures, dimensions, and loading via data manager and load script editor. Note the default blank sheet and quiz concepts.
You can connect to web sources and incorporate web data into your Qlik Sense applications, enabling you to analyze and visualize diverse data sets from the web alongside your internal data sources.
Learn to connect and load data from Google Drive into Qlik Sense using the Google Drive connector, authenticate, test the connection, and preview the dataset.
The extract phase of the ETL process forms the foundation for retrieving data from source systems. It involves connecting to the sources, extracting relevant data, and ensuring its quality before proceeding to the transformation and load phases. Efficient extraction techniques and proper data validation during this phase contribute to the overall success and accuracy of the ETL process.
Create and use an extract script for the ETL layer to load a product dataset from external data in Google Drive, generate metadata, and store as a QED file.
The transform layer is crucial for preparing the extracted data for further analysis and loading into the target system. By applying data cleaning, integration, consolidation, and various transformations, the data is shaped into a format that aligns with the target system's requirements and facilitates meaningful analysis and insights.
The data model in the ETL layer provides a structured representation of the transformed data, enabling efficient storage, retrieval, and analysis in the target system. A well-designed data model forms the foundation for effective data management and ensures the data's usability and consistency within the target system.
Explore the application layer and the dashboard in Qlik Sense, performing a binary load from an Excel dataset, configuring file paths, and validating loaded tables.
Concatenation is useful when you have multiple datasets with similar structures or when you want to merge datasets that share a common column structure. It allows you to combine the data from different sources into a consolidated dataset, enabling comprehensive analysis, reporting, or further transformations.
Learn how to concatenate tables from multiple source systems with the same fact table granularity, creating a single unified fact table for integrated analytics in Qlik Sense.
Explore how to concatenate tables with matching columns in Qlik Sense, compare default behavior versus no-concatenate, and manage synthetic keys by renaming columns or linking tables.
Left join is a type of data join operation that combines two tables based on a common field, while preserving all the records from the left (or first) table and matching records from the right (or second) table. Left joins are useful when you want to combine data from two tables but retain all the records from the left table, even if there is no matching record in the right table.
Right join is a type of data join operation that combines two tables based on a common field, while preserving all the records from the right (or second) table and matching records from the left (or first) table. Right joins are useful when you want to retain all the records from the right table, even if there is no matching record in the left table.
In Qlik Sense, an outer join is a type of data join operation that combines two tables based on a common field, while preserving all the records from both tables, regardless of whether they have matching values or not. An outer join includes the unmatched records from both tables in the result set.
Explore the outer join syntax in Qlik Sense, learn how it keeps all records from both tables, and avoid cartesian joins when no common key exists to maintain performance.
Derive calendar year and month from the date column, then create a fiscal year period by concatenating year and month, using the months function with negative values to align periods.
Good dashboard design enhances user engagement, promotes data understanding, supports decision-making, and improves the overall effectiveness of data-driven initiatives within an organization. It is an essential element in delivering actionable insights and driving successful outcomes from data analysis.
Set analysis is a powerful feature in Qlik Sense that allows you to define and manipulate sets of data within your expressions. It provides a way to perform calculations and aggregations based on a specific set of data, disregarding the current selections made by the user. Set analysis can be used to create complex expressions and implement advanced data analysis scenarios.
Conditional formatting allows you to apply formatting to cells, rows, or columns based on specific conditions or criteria. With conditional formatting, you can visually highlight and emphasize data based on its values or relationships, making it easier to identify patterns, trends, and outliers in your data.
Learn to create conditional formatting in Qlik Sense dashboards, using month-on-month sales comparisons to highlight green growth and amber declines, and guide marketing campaign adjustments.
Apply color codes in a Qlik Sense table via conditional formatting, highlighting prices above 200 in green and 50–200 in yellow, with color dimension mapping using pick and match.
Master Items are reusable and centrally managed objects that allow you to define and maintain consistent dimensions, measures, and visualizations across multiple charts, tables, and dashboards. They provide a way to create standardized and consistent elements within your Qlik Sense application, ensuring uniformity and efficiency in your data analysis and visualization.
Create and customize master dimensions in qlik sense, including a calculated color size dimension and a drill-down period from calendar year to month, then visualize the sum of price.
Master measures in Qlik Sense centralize expressions, reduce dashboard rework, and propagate changes across charts for price and budget with color segmentation.
MTD and YTD are useful for tracking and comparing performance over specific time periods, providing insights into trends and progress. They are particularly valuable in financial analysis, budgeting, and forecasting to monitor and assess business performance and make informed decisions based on the cumulative results of the month or year.
Cross tables are widely used in data analysis and reporting to summarize, compare, and present data in a structured and easily understandable format. They provide a comprehensive overview of data relationships, allowing users to derive insights, identify trends, and make informed decisions based on the aggregated information.
By utilizing dimensions, aggregation functions, and interactive features in Qlik Sense, you can group and analyze data in a flexible and dynamic way. This enables you to uncover insights, detect patterns, and explore data relationships from various perspectives, ultimately supporting data-driven decision-making processes.
Explore how to use a group by syntax in the not script to aggregate transaction data by month and year, summing value while reducing records for better performance.
Learn how the order by clause sorts data in the script editor, descending on amount to show the largest sales first, and ascending to reveal the lowest column values.
YTD tables are useful for tracking and comparing performance across different periods within a year. They provide a clear picture of the progression and trends over time, allowing users to identify seasonality, growth patterns, or any other relevant insights related to the metric being analyzed.
In Qlik Sense, a Master Calendar is a technique used to create a standardized calendar dimension that incorporates various date-related fields and hierarchies. It allows you to efficiently analyze and visualize data based on different time periods, such as year, quarter, month, week, or day.
A fiscal calendar is an alternative calendar used by organizations to track financial and accounting periods that do not align with the traditional calendar year (January to December). It is designed to align with the company's fiscal year, which can start and end on different dates.
In Qlik Sense, a link table is a technique used to resolve data associations or relationships between multiple tables that do not have a direct connection. It helps create a common field or key that links the tables together, enabling efficient data analysis and visualization.
The star schema is a widely used data modeling technique in data warehousing and business intelligence (BI) environments. It is a type of schema that organizes data into a central fact table surrounded by multiple dimension tables, forming a star-like structure. The star schema simplifies data analysis and reporting by providing a denormalized and easily understandable structure.
Learn to build a star schema in Qlik Sense by modeling a fact table with linked dimension tables, loading data, and arranging the data model for front end performance.
A 100% chart, also known as a percentage stacked chart or 100% stacked bar chart, is a type of visualization that displays the relative proportions of different categories or series as percentages of a whole. It is particularly useful when you want to compare the contribution or distribution of multiple categories across a total value.
Create a 100 percent chart in Qlik Sense by building a bar chart to show product composition and compare actual, year-to-date, and yesterday against the grand total.
The AGGR() function is a powerful aggregation function used to perform advanced calculations and aggregations based on dynamic dimensions. It allows you to define temporary or calculated dimensions within the function, enabling more flexible and customized aggregations.
Master Qlik Sense aggregation by using aggr to compute the average value by customer id, then aggregate those averages to the overall total divided by distinct customers.
The RANK() function is used to assign a rank or position to each value within a specific dimension or expression. It allows you to determine the relative ordering of values based on given criteria and can be useful for ranking items, identifying top performers, or creating sorted lists.
Toggle is used to create a toggle state or switch between two states based on a condition or user interaction. It allows you to control the visibility or behavior of certain elements in your application, such as charts, tables, or filters, by toggling their state between two different settings.
Learn to use a toggle to switch container content between KPI and table by setting a variable and conditional show logic, enabling multiple products without extra clicks.
Pagination is often used to control the display of data in charts, tables, or other visualizations, allowing users to navigate through the data in a structured and controlled manner.
Test your knowledge of Qlik Sense essentials through a timed five-question quiz covering star schema, 100% distribution charts, data aggregation on dashboards, rank functions, and toggles.
Celebrate completing the course, recognize your achievements, and continue applying the skills and knowledge gained in QlikSense to future industry success.
Create an inline data table in Qlik Sense, adding date, month, and quarter columns, and use the hash function to format dates and enable quarter-to-date expressions.
Master joining tables in Qlik Sense when keys have different data types, aligning join keys by matching data types and formats for accurate results.
Compare text and numeric fields in qlik sense dashboards, detailing indexing time and file size differences, and advise converting composite keys to auto numbers to optimize performance.
Today, we are all surrounded with full of data.
Data can be in the form of structured data(eg: Tables, worksheets), or unstructured data (free text fields or comments from social media).
An example of Data Usage is in AI model.
Data are the core of an AI model, which utilizes data input for the model to train, test, and learn from the data.
The usage of Machine Learning has allowed computers to perform predictions and provides suggestions to humans based on the data input that has been fed into the machine.
An example of Machine Learning is the Web Search Engine, which tries to understand what is the content we are searching for based on the data input that has been entered into the Search Engine.
Data is everywhere but if we do not transform the data into useful insight, we are not able to make the correct decision on a certain matter.
Imagine if we are recently appointed to be a director of an organization, are we able to:
1. React based on the latest or historical information that is happening around us?
2. Reduce or automate the manual works that have been done for decades?
3. Draw insights from a stack of printed reports?
If you do not have the answer, join this class to know more about Qlik Sense which can help solve your problems.
In the Intermediate session, you will be exposed to the load script where we load our data into Qlik Sense.
And also did some of the basic transformations.
Once we have all the tables transformed and saved into QVD formats, we will load all the QVDs back into the load script.
And finally, we will load the data model into our final application, which is the dashboard layer.
Next, we will go into the Sheets to expose ourselves to visualization expressions, how to create buttons, and also the idea of having master dimension, master expressions, and master visualizations in the dashboard.
For the Advanced session, we will guide you on how to build our load scripts with Master Calendar and Fiscal Calendar, YTD tables, and so on.
Once the load script is completed, we will move on to the sheets to know how do we apply the flags created in the load script into the visualization expression.
A more simplified way to create MTD/YTD logic will be introduced at this session as well.
Functions such as Rank and AGGR are also introduced in the advanced session.
Together with all the knowledge that we learned so far, we will create a 100% chart which will be an interesting chart to showcase the distribution of the specific dimensions that we are interested in.
Thanks for enrolling and Happy Qliking!