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You're reading from  Learning Qlik Sense??: The Official Guide Second Edition - Second Edition

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Published inDec 2015
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ISBN-139781785887161
Edition2nd Edition
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Authors (4):
Christopher Ilacqua
Christopher Ilacqua
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Christopher Ilacqua

Dr. Christopher Ilacqua is the research director of product validation at Qlik®. He has been working with leading customers and partners in the US for more than 3 years garnering feedback on Qlik Sense. Chris has over 25 years of experience in the field of planning and business intelligence, and he has established himself as a leading expert by advising, designing, and implementing hundreds of planning and business intelligence applications. He has a doctorate in business administration, a master's degree in business administration in accounting, and a bachelor's degree in marketing. His research interests focus on big data, data governance, mobile BI, SaaS, business collaboration, and cloud-based solutions. Additionally, Chris serves as an adjunct professor at New England College of Business, where he teaches graduate students strategic leadership, marketing, operations management, and MIS.
Read more about Christopher Ilacqua

Henric Cronström
Henric Cronström
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Henric Cronström

Dr. Henric Cronström is vice president product and technical product advocate at Qlik, where he has worked for most of the time since the company was founded. For the first few years in Qlik's history, he was the product manager for QlikView, and then he moved into solution implementation and training. After many years in the field, including a role as a manager for the technical staff in QlikTech, Germany, he returned to Sweden as deputy manager for the development organization. In his current role, his main task is the communication of technical products on blogs, in the press, and directly with large accounts. Henric has a doctorate in elementary particle physics from Lund University.
Read more about Henric Cronström

James Richardson
James Richardson
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James Richardson

James Richardson is business analytics strategist at Qlik®. Prior to joining Qlik,
Read more about James Richardson

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Preface

Welcome! The purpose of this book is to help you learn about Qlik Sense®, Qlik's self-service visualization platform. Our aim is to help you get more from your data by applying Qlik Sense and its unique capabilities to your analytic needs. At the beginning of the book, we'll cover why Qlik chose to develop Qlik Sense, what data discovery is and can do, and the strategy and vision behind the product. In the subsequent chapters, we'll address practical considerations, including the Qlik Sense application's life cycle, how to meet the needs of different types of users, how to develop and administer engaging Qlik Sense applications, data modeling and getting the most out of the QIX engine. The book concludes by outlining a series of example applications built using Qlik Sense, to address analysis needs in sales management, HR, T&E management, and demographics.

What this book covers

Chapter 1, Qlik Sense® and Data Discovery, covers why Qlik chose to develop Qlik Sense, what data discovery is and can do, and the strategy and vision behind the product. This will include:

  • Qlik's history in business intelligence and the evolution of data discovery

  • The Qlik philosophy and approach to data discovery

  • The difference between traditional BI and data discovery

Chapter 2, Overview of a Qlik Sense® Application's Life Cycle, covers the Qlik Sense application's life cycle overview as a backdrop to highlighting key features and benefits of Qlik Sense in meeting these requirements. There are thousands of features in this initial release and this chapter will serve as a guide to the major components, features, and benefits to start your exploration of Qlik Sense. This will include:

  • Overview of the hub

  • Starting application authoring

  • Components of a Qlik Sense application

  • Sharing an application

Chapter 3, Empowering Next Generation Data Discovery Consumers, highlights the key features in the context of specific user requirements that Qlik has identified as a consumer. This will include:

  • Data discovery consumption requirements

  • The hub

  • Navigating and leveraging the associative experience

Chapter 4, Contributing to Data Discovery, highlights the key features in the context of specific user requirements that Qlik has identified as a contributor or someone who seeks to share key findings from their analysis. This will include:

  • Data discovery contributor requirements

  • Bookmarks

  • Private sheets

  • Private stories

  • Publishing to an existing application

Chapter 5, Authoring Engaging Applications, highlights an approach to building engaging applications to meet your business problems. This will include:

  • Data

  • KPIs and measures

  • Dimensions

  • Security

Chapter 6, Building Qlik Sense® Data Models, highlights the techniques and principles behind building a data model. This will include:

  • Tables, fields, and records

  • Joins and concatenations

  • How to link tables and how not to link tables

  • Normalization and de-normalization

  • Synthetic keys and circular references

Chapter 7, Qlik Sense® Apps in the Cloud, briefs us on using Qlik Sense Cloud. This will include:

  • Sharing Qlik Sense Desktop apps in the cloud

  • Creating Qlik Sense apps directly in the cloud

  • Maintaining Qlik Sense Cloud apps

  • Adding external data to apps using Qlik DataMarket

Chapter 8, Extending the Qlik® Analytic Platform, gives an overview of the key APIs and how to use them to extend Qlik Sense solutions. This will include:

  • API overview

  • Dev Hub

  • Single configurator

  • Web mashup editor

  • Extension editor

  • Engine API explorer

  • Qlik Branch overview

Chapter 9, Administering Qlik Sense®, highlights the administration of Qlik Sense applications within an organization. This will include:

  • Architecture

  • Clustering and nodes

  • Licenses and tokens

  • Streams and security concepts

Chapter 10, Sales Discovery, applies Qlik Sense to the challenges of analyzing sales performance within your organization. This will include:

  • Common sales analysis problems

  • The unique way Qlik Sense addresses these problems

  • How the application was built

Chapter 11, Human Resource Discovery, applies Qlik Sense to the challenges of analyzing human resource data. This will include:

  • General information about common KPIs

  • What a typical data model could look like

  • An example of how to use the global selector

  • Examples of dimensions and measures

Chapter 12, Travel Expense Discovery, applies Qlik Sense to the challenges of analyzing travel expense management within an organization. This will include:

  • Common travel expense management problems

  • The unique way Qlik Sense addresses these problems

  • How the application was built

Chapter 13, Demographic Data Discovery, applies Qlik Sense to the challenges of analyzing demographic data. This will include:

  • General information about common KPIs

  • Examples of how to use the lasso selection with maps and scatter charts

  • Examples of dimensions and measures

What you need for this book

You will need a copy of Qlik Sense Desktop, which is available for free at http://www.qlik.com/us/explore/products/sense/desktop. After that, you just need some time and a good comfortable chair. Additionally, the sample application's examples and many others are available for you to explore live on http://sense-demo.qlik.com/. Please bookmark this link as additional demonstrations and examples are constantly being added and updated.

Who this book is for

This book is for anyone who has struggled with decision-making and is looking for an intuitive way to analyze data through Qlik Sense. This can include casual users who are looking for an easy product that helps them understand their data and helps transform their data into actionable information. Additionally, this book provides information to analysts, developers, and administrators who seek to help organizations improve the performance of decision-making across their organization through the Qlik Sense enterprise server.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "Note that Pat has renamed the sheet to Pat-Product Analysis."

Any command-line input or output is written as follows:

Load CustomerNo as CustomerID, … From Table1 … ;
Load CustomerID, … From Table2 … ;

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "There is no need to save the sheet but rather just click on the Done button."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.

To send us general feedback, simply send an e-mail to , and mention the book title via the subject of your message.

If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.

Customer support

Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.

Reviewing the example applications

The examples and many others are available for you to explore live on http://sense-demo.qlik.com/. Please bookmark this link as additional demonstrations and examples are constantly being added and updated.

Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you could report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website or added to any list of existing errata under the Errata section of that title.

To view the previously submitted errata, go to https://www.packtpub.com/books/content/support and enter the name of the book in the search field. The required information will appear under the Errata section.

Piracy

Piracy of copyright material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.

Please contact us at with a link to the suspected pirated material.

We appreciate your help in protecting our authors, and our ability to bring you valuable content.

Questions

You can contact us at if you are having a problem with any aspect of the book, and we will do our best to address it.

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Authors (4)

author image
Christopher Ilacqua

Dr. Christopher Ilacqua is the research director of product validation at Qlik®. He has been working with leading customers and partners in the US for more than 3 years garnering feedback on Qlik Sense. Chris has over 25 years of experience in the field of planning and business intelligence, and he has established himself as a leading expert by advising, designing, and implementing hundreds of planning and business intelligence applications. He has a doctorate in business administration, a master's degree in business administration in accounting, and a bachelor's degree in marketing. His research interests focus on big data, data governance, mobile BI, SaaS, business collaboration, and cloud-based solutions. Additionally, Chris serves as an adjunct professor at New England College of Business, where he teaches graduate students strategic leadership, marketing, operations management, and MIS.
Read more about Christopher Ilacqua

author image
Henric Cronström

Dr. Henric Cronström is vice president product and technical product advocate at Qlik, where he has worked for most of the time since the company was founded. For the first few years in Qlik's history, he was the product manager for QlikView, and then he moved into solution implementation and training. After many years in the field, including a role as a manager for the technical staff in QlikTech, Germany, he returned to Sweden as deputy manager for the development organization. In his current role, his main task is the communication of technical products on blogs, in the press, and directly with large accounts. Henric has a doctorate in elementary particle physics from Lund University.
Read more about Henric Cronström

author image
James Richardson

James Richardson is business analytics strategist at Qlik®. Prior to joining Qlik,
Read more about James Richardson