New, Intelligent Visualizations
Built from the ground up with HTML5, Qlik Sense’s responsive design offers modern, touch-sensitive visualizations. Whether consuming the app on a laptop, large screen, or mobile device, intelligent visualization objects dynamically adapt themselves to optimize the display based on the available screen size. Figure 2-9 shows the new GUI presentation format of Qlik Sense, using Qlik Sense Desktop.
Figure 2-9: Smart visualizations automatically adapt to screen size
When a chart has focus (the bar chart in the upper left of Figure 2-9), an icon appears to allow drawing or lassoing to make selections. After lassoing, the other charts dynamically update to reflect the temporary selections, and the user can then choose to cancel or accept the temporary selections.
Exercise 2.3 walks you through opening an app in Qlik Sense, and demonstrates the responsive design of the interface.
Exercise 2.3: Experience the Intelligent Visualizations in Qlik Sense
1. Open Qlik Sense Desktop.
2. Next, open Windows Explorer, navigate to the folder containing the electronic materials for this book, and open the subfolder \Solutions Sense.
3. Drag the file Example Sales Analysis.qvf and drop it onto the window displaying the Qlik Sense hub.
4. Click on the Sales Analysis sheet.
5. Experience the auto-sizing features of the new visualizations.
a. Reduce the size of the display window until you see the mini-chart displayed beneath the bar chart in the upper left.
b. Click and drag the mini-chart lens to the right or use the scroll button on your mouse to scroll through the data.
6. Experience the new touch-sensitive features.
a. Click on any chart visualization.
b. Click the lasso icon.
c. Draw a loop around a few values in the chart.
d. Notice that the other charts temporarily show the results of the selection.
e. Click the red X to cancel or the green checkmark to accept.
f. Your selection appears in the dark gray selections bar at the top.
New Data Stories Add Context to Analytics
Qlik Sense includes a new built-in collaboration feature for telling “data stories.” Similar to other presentation tools, users can add text and graphics to slides that add a narrative context to the data. Figure 2-10 shows a slide from a story with that includes a visualization snapshot.
Figure 2-10: Editing a data story
Multiple stories can be created to facilitate different analyses or audiences.
Qlik Sense Desktop is a stand-alone Windows application that is free for personal and business use. An unlimited number of full-featured applications can be shared with other Qlik Sense Desktop users. An enterprise platform is also available, providing access for mobile devices as well as an all-new Qlik Management Console for security and governance.
User-Driven Development Means Self-Serve BI
With Qlik Sense, users of all skill levels can easily create their own applications for data discovery and analysis. Mobile-ready apps are created by using drag-and-drop as well as other easy-to-use features.
Figure 2-11 shows an example of using the drag-and-drop feature to add a dimension to a chart.
Figure 2-11: Qlik Sense drag-and-drop development
The new Data load editor serves the same basic purpose as the QlikView script editor – it is the place to create, edit, and execute the ETL script code. A redesigned layout includes new panes in which to manage data connections as well as the debugging process. Figure 2-12 shows the layout of the Data load editor window.
Figure 2-12: The Data load editor
In addition to the full-featured Data load editor, Qlik Sense provides a new wizard for a Quick data load. This new wizard makes loading flat-file data easier than ever before for the non-technical user.
With beautiful visualizations right out of the box, as well as an all-new data load interface, Qlik Sense provides the ability for nearly anyone to quickly create and share beautiful analytic applications.
In Chapters 15 and 16, you’ll learn more about how to build applications using Qlik Sense Desktop.
II
Learning the Core Techniques: Sales Analysis
Chapter 3
Defining a Business Scenario for Sales Analysis
The metric of sales is one of the most important measurements when evaluating the performance and prospects for success for a business. The growth, profitability, and cash flow of your company rely on the level of sales, and margin on those sales, you can achieve. Understanding the value you receive for the sale – the price someone pays you – is critical to making decisions related to product development, supply chain, working capital investments, and so on. The value you receive affects virtually all aspects of your business.
Many businesses believe that they know the value they are receiving for their products and that that price is essentially their price list. There are, however, decisions made every day that affect the value they actually receive. Those decisions can be in the form of customer programs such as co-op advertising, volume discounts, seasonal discounts, markdowns, and so on. They can also take the form of product promotional discounts, damage allowances, and so on. The effect of each of these decisions can result in different transactions in different parts of your ERP/financial reporting systems. These decisions are drivers of sales and margins in your business. Quantifying and understanding these drivers are part of advanced sales analysis beyond the one line on your financial statement labeled “Sales.”
In this chapter, we describe the common characteristics of an advanced sales analysis that can allow your company to better understand the outcomes and the drivers of sales. The data you need for advanced sales analysis can be complicated to identify and access. Business intelligence (BI) tools can accelerate the analytical methods required to access and evaluate that data. The chapters that follow this business case will demonstrate the use of Qlikview business intelligence tools to help you understand more about your business and make better decisions.
“What Do You Mean When You Say Sales?”
This is perhaps the most common question asked at the beginning of every BI project, and the answer is never trivial. When finance people say “sales,” they typically mean revenue. Their definition encompasses delivered and invoiced products or services that are ultimately paid for. Operations executives, on the other hand, may be more interested in “shipments.” Sales people like to count the number of customer orders written, whether or not the product or service was delivered or charged for.
Depending on the audience,