Getting Started With Qlik Sense

Loading Data from Server: –

Step 1: – Create an application on Qlik Sense Desktop and name it Sales report. Go to the Data Load Editor and select Create new connection. Select ODBC connection. Select the data base. Now give the schema name, password and click on create.

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Step 2: – In the data connection panel click on Insert Connection String and then click on Select Data. Now select the schema name where data is present and select the table and click on Insert Script.

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Step 3: – Click on the Load Data and after data load is complete go to the App Overview. Now click on Create New Sheet and name the sheet as report-1. Go to the sheet and click on Edit.

Creating a Pivot Table: –

Step 1: – Drag & drop the Pivot Table from the Chart to the sheet. Click on Add Dimension and select CUSTOMER_WID as Customer ID. Click on Add Measure and add following functions:

SUM (COST_AMT) as Cost Amount, SUM (LIST_AMT) as List Amount, SUM (NET_AMT) as Net amount,

(SUM(LIST_AMT)-Sum(NET_AMT))/Sum(LIST_AMT) AS Discount percentage, Rank(Sum(LIST_AMT), 4) as Rank.

 

N.B. :     For Cost Amount, List Amount, Net amount set number formatting to Money

For Discount percentage set number formatting to 12.3%

For Rank set number formatting to Number

Dimensions and Measures can be assigned Labels from the Data section present at the right side.

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Creating a Line Chart: –

Step 1: – Drag & drop the Line Chart from the Chart to the sheet. Click on Add Dimension and select Month. Click on Add Measure and add following functions:

SUM (SALES_QUANTITY) as Sales Quantity & SUM (ORDERED_QUANTITY) as Ordered Quantity.

Step 2: – Go to the Appearance section on the right. Now go to the Presentation section and check mark Show data points.

 

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Creating a Gauge: –

Step 1: – Drag & drop the Gauge Chart from the Chart to the sheet. Click on Add Measure and add following functions SUM (SALES_QUANTITY) as Sales Quantity.

Step 2:- Go to Reference lines from Add-ons section. Select Add reference line and add expression sum(ORDERED_QTY). Select Red colour from the colour dropdown box.

Step 3:- Go to Presentation from Appearance section. Select Max and add expression Sum(ORDERED_QTY)*1.5  Select Radial below the max function & check mark the Use Segments option.

Step 4:- Select Add limit and add following functions:

sum(ORDERED_QTY)*.3

sum(ORDERED_QTY)*.6

sum(ORDERED_QTY)*.9

 

N.B. : Check mark the Gradient option for every limit function and select colour for each segment according to the requirement.

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Creating a Pie Chart: –

Step 1: – Drag & drop the Pie Chart from the Chart to the sheet. Click on Add Dimension and select CUSTOMER_WID as Customer ID. Click on Add Measure and add Sum(SALES_QTY) as Sales Quantity.

Step 2: – Go to Dimensions & Select Fixed number from the Limitation dropdown box present under Customer ID. Now Click on the Top box present under the limitation and enter a number for maximum number of slices of the Pie Chart into the function.

Step 3: – Go to Sorting Section and drag Sales Quantity to the top.

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Creating a Scatter Plot: –

Step 1: – Drag & drop the Pie Chart from the Chart to the sheet. Click on Add Dimension and select CUSTOMER_WID as Customer ID. Click on Add Measure and add Sum(SALES_QTY) as Sales Quantity. Now again click on Add Measure and add Sum(ORDERED_QTY) as Order Quantity.

Step 2: – Go to Presentation from Appearance section and select Bubble size according to the requirement.

Step 3: – Go to Colours and legend from Appearance section and switch off Auto Colours to activate custom colours and now from the dropdown menu, which appeared select By dimension.

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