QlikView for Finance

Concoct dynamic business intelligence dashboards for financial analysis with QlikView
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QlikView for Finance

B. Diane Blackwood

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Concoct dynamic business intelligence dashboards for financial analysis with QlikView

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Book Details

ISBN 139781784395742
Paperback174 pages

Book Description

This book is an effective step-by-step tutoring guide for financial analysis using Qlikview.

It begins by teaching you the crucial concepts of Qlikview Finance to help you develop an effective understanding of financial data analysis and finance. The book then goes on to cover real-world, practical examples on the use of Qlikview for financial planning and analysis, expense management, risk management, and more.

Moving on, topics such as Asset Management QlikView Dashboard and Retail Sales Analysis are covered in a strategic way. We then shift the focus to deal with the concepts of Inventory, Supply Chain, and Plant Coverage Dashboards. The book then reaches its conclusion by dealing with ways to share your QlikView insights. By the end of this book, you will have a good understanding of how to use Qlikview for numerous applications in finance.

Table of Contents

Chapter 1: Getting That Financial Data into QlikView
When do we use QlikView?
Downloading and installing QlikView
Becoming familiar with QlikView
How QlikView works for analysis – finding the out of balance
Adding more data – modifying the load script
Summary
Chapter 2: QlikView Dashboard Financial KPIs
What are key performance indicators?
Display sales as a KPI
Common size income statement
Summary
Chapter 3: KPIs in the Financial Officer QlikView Dashboard
Opening the example CFO dashboard
The KPIs tab in a nutshell
Summary
Chapter 4: QlikView Asset Management with Multiple Data Sources
Assets under management (financial investments)
Fixed asset management
Adding data sources
Summary
Chapter 5: QlikView Sales Analysis
Reopening the example CFO dashboard
The sales analysis tab in a nutshell
The nuts and bolts of the sales analysis dashboard
Improving the sales analysis dashboard
Summary
Chapter 6: QlikView Forecasting and Trends
Reopening the example CFO dashboard
Trend and forecast lines in charts
The nuts and bolts of the trending dashboard
The nuts and bolts of the What If? dashboard
Summary
Chapter 7: QlikView Inventory Analysis
Reopening the CFO dashboard
Delving into the four-quadrant layout
The good and bad of the Inventory tab
The nuts and bolts of the Inventory dashboard
Summary
Chapter 8: QlikView Order Details Dashboard
Reopening the CFO dashboard
Analyzing the order details dashboard display
The nuts and bolts of the CFO dashboard order detail tab
Summary
Chapter 9: QlikView Expenses Dashboard
Reopening the CFO example dashboard
Analysis of the expenses dashboard display
The nuts and bolts of the CFO dashboard expenses tab
Summary
Chapter 10: Sharing Your QlikView Insights
Sharing QlikView information with business associates
Security, deployment, and technology in an enterprise application
Where to get further information
Delving into Qlik Sense
Summary

What You Will Learn

  • Design Key Performance Indicators and extend your revenue ratio reporting
  • Set up actions within a Text Object and create variables to make a chart toggle between visible and not visible
  • Merge data from multiple sources to get more asset management options
  • Examine good and bad practices in dashboard design and create a Group button to make more data available in less space
  • Analyse the sales dashboard by adding tending lines and forecasting
  • Create input boxes and use the input in formulas to perform “What If” analysis
  • Examine the Key Performance Indicator (KPI) and Inventory Turnover, and investigate the usefulness of Pivot
  • Create a QlikView analysis document and add data to it to gain deep insights

Authors

Table of Contents

Chapter 1: Getting That Financial Data into QlikView
When do we use QlikView?
Downloading and installing QlikView
Becoming familiar with QlikView
How QlikView works for analysis – finding the out of balance
Adding more data – modifying the load script
Summary
Chapter 2: QlikView Dashboard Financial KPIs
What are key performance indicators?
Display sales as a KPI
Common size income statement
Summary
Chapter 3: KPIs in the Financial Officer QlikView Dashboard
Opening the example CFO dashboard
The KPIs tab in a nutshell
Summary
Chapter 4: QlikView Asset Management with Multiple Data Sources
Assets under management (financial investments)
Fixed asset management
Adding data sources
Summary
Chapter 5: QlikView Sales Analysis
Reopening the example CFO dashboard
The sales analysis tab in a nutshell
The nuts and bolts of the sales analysis dashboard
Improving the sales analysis dashboard
Summary
Chapter 6: QlikView Forecasting and Trends
Reopening the example CFO dashboard
Trend and forecast lines in charts
The nuts and bolts of the trending dashboard
The nuts and bolts of the What If? dashboard
Summary
Chapter 7: QlikView Inventory Analysis
Reopening the CFO dashboard
Delving into the four-quadrant layout
The good and bad of the Inventory tab
The nuts and bolts of the Inventory dashboard
Summary
Chapter 8: QlikView Order Details Dashboard
Reopening the CFO dashboard
Analyzing the order details dashboard display
The nuts and bolts of the CFO dashboard order detail tab
Summary
Chapter 9: QlikView Expenses Dashboard
Reopening the CFO example dashboard
Analysis of the expenses dashboard display
The nuts and bolts of the CFO dashboard expenses tab
Summary
Chapter 10: Sharing Your QlikView Insights
Sharing QlikView information with business associates
Security, deployment, and technology in an enterprise application
Where to get further information
Delving into Qlik Sense
Summary

Book Details

ISBN 139781784395742
Paperback174 pages
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