The Qlik Sense Data Analyst Weekend Boot Camp

This section is about an on demand project to analyze Call Centre data you have been provided.

You can build easily this in 2 hours.

When developing a new app make sure to make a plan no matter how simple or brief.

Even ad-hoc projects benefit from a basic plan and even a napkin layout of the analytics objects required e.g. KPI's , Bar Charts etc

Next , is the data offered enough for presenting a dashboard that fullfills the user expectations ?

What happens when a new app is created ?

We are going to load data to the new app without relying on code/script it's in a wizard

Using ChatGPT to take the place of the SME when elaborating on data functionality. Often in a DA project there is no one available to answer questions about the purpose of the data we have to analyze.

I want to calculate the Duration Days as there is no value for this in the source data

You are going to add another computed field to the table

The difference between the Relational Model and Qlik's Associative Model

This lecture presents and overview of how they work and the advantages of the Qlik Model

The selection model reveals itself as the Green, White, Grey you see upon making selections

Roll your sleeves up and start with a new sheet ready to visualize "help desk" analytics

Using a Drill Down Dimension means the user can start at the top of a dimension list and work their way down to a finer level for displaying data, here you will create one in the Application Master Items

Present the user with a Filter Pane based on the Drill Down Calendar

Measures/Metrics are aggregations that provide insight to the user, how do we crate them in Qlik Sense ?

You now know how to count rows based on a specific column, but we need to constrain the count to only specific rows in the model, this is where the if() function is used.

We'll also add a very handy extension to assist with data profiling

We'll add another KPI and apply styling to it, plus another cool styling feature

Adding another KPI for practice as per the user spec

A slight variation in the calculation to our previous KPI's to return a count of unique rows

Practice what you learned in the previous lecture, plus a few tips on features such as step back / forward

In this lecture you will learn about the Scatter Plot and it's benefits

In addition we will add measures to Master Items i.e.  Measures for potential re-use in our app

Colours, Reference Lines and Bubble size provide instant insight

AI is creeping in to our work, here is a example leveraging AI to gain insight from a Scatter Plot image.

This is useful if you are just having one of those days where the wood for the trees is not revealing itself or you are not a subject matter expert in the business.

Pie Charts are often maligned, however if used at the right time they offer great insight and compliment the dashboard presentation.

Pie Chart practice assignment

Bar Charts help visualise categorical data for easy comparison

A line chart is used to display data points connected by straight lines to illustrate trends or changes over a continuous interval, typically date/time

Playing the "Replace" card to provide bad data insight for the user

Adding value to the chart objects to help the user easily spot trends and gain insight

Adding value to the chart objects to help the user easily spot trends and gain insight

You'll be introduced to basic Set Expressions (Set Analysis)

Why do developers use Set Analysis and can it replace the if() function ?

There is a structure to the Set Expression, understanding this is pivotal to writing effective computation

When to use the Outer expression to optimize your code writing

Step by step guide to recoding the if() logic in 3 KPI's with Inner Set Expressions

How to convert from an inner set expression to an outer set expression

Can we exploit baseline master measures within expressions ?

Convert a Master Item to Inner then Outer set expression, embed a master measure into the set expression then add the visualization as a new Master Item

Here is a mini project for you to work on that is based on the previous lectures in this section

Variables offer significant convenience in our app development cycle, let's get to know their purpose

How to use a variable once it is declared in the application

Your chance to convert a master item set expression to a variable and implement the change

What are we going to develop in the remainder of this course, sneak peek !

Some pretty cool stuff !

We are using QVD files , but why is this the case ?

It's about the Tiered Data Architecture which drives how data is delivered to the Dev team

Schemas what are these?

Data Tiers and why we use them

Load Scripting and AI Code Generation assistance

Even with Associative models we still refer to the concept of schemas.

Hence we'll discuss how the Fact and Dimension's fit within the schema.

The Snowflake schema is dimensions associated with dimensions

Loading a Tier 3 data set means the developer can immediately focus on developing the visualizations for the business/user without worrying about the model structure as it has been done already

Adding the first of our dimensions with an opportunity for you to try out the process

Last of the Dimensions and Facts added, we explore the preview feature (Load Editor) in more detail

An overview of the data model

First let us understand the need for a Master Calendar ! Then design a strategy for establishing the correct date range for the calendar

Establishing the Date Range for the calendar before asking ChatGPT to code it for us.

This is about data profiling and confirmation that as analysts we must ensure the calculations across dates have a consistent factual basis

AI Generates the code and now we can use/test in Qlik Sense.

I will explain the code functionality in detail

We now have a working Master Calendar, it did it's job and revealed a temporal anomaly. Consequently you need to communicate this to your user for action! How do we do this effectively ?

Some research will be required for this one :) I did show the feature in an earlier lecture in this section though.

Constant and Dynamic Variables

Using variables via $ Expansion

Storing commonly used expressions in variables

Walkthrough the specification to prepare you for coding the new sheet

The sheet will need some styling to enhance the layout and appeal for the user

The spec calls for a Calendar Drill Down Dimension

Another Drill Down Dimension is required

Create and Add the Channel 1 Revenue measure to Master Items for reuse

Create and Add the Channel 1 Profit measure to Master Items for reuse

Create and enhance the Sales Channel 1 KPI utilizing Master Item Measures

Using your new found understanding can you create a new Sales Channel Revenue KPI ?

A chance for you to develop more for practice and skill refinement

What are we going to do in this section ?

Tackling the versatile KPI's first

When constructing set expressions it is important to choose the correct calendar type which accounts for the canonical calendar implemented in the app

How to ignore user selections to preserve the displayed metric

Creating KPI across all channels except the stores

A refresher about finessing styling properties for KPI's

The KPI requires the Profit value, first we shall calculate it as a Master Item

Create the Online Profit value

Enabling the user to set the value of a variable with a single click

Let the user decide which metric they want to see in the KPI

Based on what you learned in the previous lecture, fly solo and try one yourself for practice

Know the secret to $Expansion in the outer set expression

Can you code the set expression to include a function in the modifier ?

Traps for new developers are revealed in here

Feeling confident in your coding ?

A simple exploitation of existing Master Measures

Ad-Hoc, no spec just your skills learned so far

What are we going to do in this section ?

A brief description of what is expected by the user, their requirement is vague, this where the data analyst will read between the lines to build their concepts for the user.

Using your knowledge so far , we require 2 new metrics before we can build the map

How to add a map and explore the various layers available. Add the first layer i.e. Area Layer using a Drill Down Dimension

Adding a point layer for Revenue, this reveals something that analysts need to work around!

Creating a (Array) temporary table in the expression to solve the issue

Control map layers when users want the control , plus a couple of other formatting tips

Are you confident with add map layers ? Find out with this assignment.

What are we going to do in this section ?

What is to be achieved in this section

Create the Line chart with a Profit Line (Highlight the Trend using the Linear Type)

Add the next line and area style it