It is easy to think of library items in a self-service context. Don't get me wrong; ultimately, you will have to decide what will be published – from your data model to the world for their own analysis purposes. Having said that, the secret sauce of this recipe is in saving your own time.
It is a productivity hack that implies, "Automation is to your time what compound interest is to money." While it is not an exact parallel, this is a nice concept to frame the usefulness of time-saving functions in Qlik Sense. The effective use of the library saves time spent on scrolling downfield lists, rewriting expressions over and over, and applying a single change in multiple places.
Once you have saved enough time to eclipse the setup investment, the value of taking this approach can only compound with continuous development.
- Create a new Qlik Sense application and name it
Master Library
. - Open the
Data load editor
.
- Enter the following script and load the data by clicking on the button (the script is available in a separate text file that can be downloaded from the
Packt Publishing website):
Data:
LOAD * INLINE [
Name, Region, Country, City, OrderId, Sales, Company,
OrderDate
Wooten, C, Mozambique, Carmen, 1, 45.55, Est Nunc
Laoreet LLC, 22/12/14
Blankenship, Delta, Cayman Islands, Sapele, 2, 95.76,
Lorem Donec Inc., 17/01/15
Sheppard, Wyoming, Vatican City State, Cheyenne, 3,
38.31, Lobortis, 07/08/14
Goddard, H, Curaçao, San Francisco, 4, 86.33, Non Inc.,
07/09/14
Galloway, Aragón, Trinidad & Tobago, Zaragoza, 5,
85.80, Diam Proin., 21/01/15
Kirsten, Tamil Nadu, Wallis & Futuna, Neyveli, 6,
28.47, Mollis Non Limited, 03/05/14
Holland, Cartago, Falkland Islands, San Diego, 7, 1.34,
Ullamcorper Inc., 17/07/14
Thaddeus, BC, Canada, Oliver, 8, 59.04, Ante Nunc
Mauris Ltd, 17/02/15
Lareina, CA, Spain, San Diego, 9, 4.55, Pellentesque
Tincidunt Limited, 29/07/14
Jescie, Vienna, Monaco, Vienna, 10, 54.20, Ultricies
Ligula Consulting, 16/06/14
Logan, IL, Saint Barthélemy, Paris, 11, 91.31, Mi
Foundation, 13/12/14
Shannon, CG, Nepal, Aberystwyth, 12, 80.86, Auctor Non
LLC, 03/05/14
Andrew, SO, Argentina, Sokoto, 13, 88.78, Scelerisque
Mollis Associates, 12/12/14
Jocelyn, WP, Tanzania, Konin, 14, 15.91, Ligula Tortor
Dictum Ltd, 22/08/14
Gordon, FL, Hong Kong, Miami, 15, 93.97, Suscipit Inc.,
12/05/14
];
Once the data has been loaded, you can check the results by opening the Data model viewer
through the Navigation dropdown () in the top corner on the left-hand side of the toolbar, as shown in the following screenshot:
You can find the Preview
button at the bottom-left of the screen. There are several other places in Qlik Sense where you can create master library items, but the data model preview screen is the best, as it also lets you see the data first. Take a minute to browse the data you have loaded in the Data model viewer
:
- In the
Data model viewer
, select the Data
table by clicking on its header and then click the Preview
button to view the fields and the field values loaded from the Data
table.
- The
Preview
window will appear, as shown in the following screenshot:
- Select the
Region
field from the table to get the preview, as shown in the following screenshot:
- Click the
Add as dimension
button. - The following window appears. If you are likely to publish this dimension for consumption by users, you can enter a description here:
- It is advised to use tags to make our life easier. Add the
Geo
tag and click on - Click on the
Add dimension
button to create a master dimension in the library. - Repeat this process for the
Country
and City
fields.
- Click on
Done
to go back to the Data model viewer
. - It's time to create a measure. Select the
Sales
field from the Data
table in the Data model viewer
. - Click the
Add as measure
button. When we create a Master measure, we need to make sure we use an aggregation function, such as Sum
or Avg
, along with the selected field. - In the
Create new measure
window, type SUM
in front of (Sales
), as shown in the following screenshot:
- Click on
Create
. - Save the changes made in the master library by clicking on the button on the toolbar in the table preview. Exit the table preview by going to
App overview
. - Open (or create) a sheet and enter the edit mode by clicking on the Edit sheet button.
- Once you are in edit mode, click the chain () icon on the left-hand side of the asset panel to open the
Master items
menu. - To add visualizations, first create them in the user interface and then drag them into the library.
While the Master items
menu panel is very useful to speed up the development when defining the content, it is easier to do it from the filters pane. In short, you can browse the entire content of your data model and right-click on the most important fields to add the ones that will be frequently used.