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Create An Efficient Dashboard With Qlik Sense
Create An Efficient Dashboard With Qlik Sense
Dashboard with
Qlik Sense
Data quality
Create a Dashboard
Best practices
Visualizations
Go further
Part 1.
Before creating a
Dashboard
1. Before creating a Dashboard
1. Data preparation
Data preparation is the most important step in the data analysis process, it
helps to limit errors and inaccuracies that can arise during data processing.
Depending on the quality of the data you process, some data may require
manual transformation or manipulation to make it reliable.
If you use heterogeneous data sources, you must ensure that the link
fields contain the same data type with the same format.
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1. Before creating a Dashboard
2. Data quality
There is nothing worse for a business than making a decision based on poor
quality data from its information system.
Understanding the key dimensions of data quality will help you assess your
data and determine the extent of the root causes of data quality and whether
you should go through data cleansing.
Completeness
Often in databases, there is missing data. But depending on the case, missing
data can be a problem or not. If a customer’s first and last name is required,
but the phone number is optional, a record may be considered complete even
if the phone number is not available. If you are a bank and your customers
need to use a phone number for two-factor authentication, the record should
be considered incomplete.
There are no hard and fast rules; depending on your business requirements,
you need to know what information needs to be complete.
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1. Before creating a Dashboard
2. Data quality
Validity (conformity)
It is necessary to ensure that data of the same nature respect the same
format to maintain a coherent structure and nomenclature for data
sharing and internal management.
If the transaction data contains the date and time, you must ensure
that this is respected in all data sources.
Accuracy
Does the data match the actual expected values? Spelling mistakes,
misplaced decimals, or out-of-date data can lead to inaccurate analysis.
If a customer’s sales are not denominated in the correct currency or a
contact’s email address is misspelled, the data is inaccurate.
Timeliness
It is important to ensure that the data is available within the set deadlines not
to delay the entire data usage chain. If the Data warehouse is not
updated on Monday at 5 a.m., all dashboards, and reports that depend
on the Data warehouse will not be refreshed with the new data.
Consistency
Does data from multiple systems reflect the same information? If the data
comes from more than one system, it should have the same information.
If one database flags a customer’s account as active, while another flag
the account as closed, the dataset is not consistent.
Uniqueness
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1. Before creating a Dashboard
2. Data quality
Data profiling
At one time or another, a business will be confronted with data quality issues.
It is best to anticipate and implement controls and corrective actions before
suffering the consequences of using poor quality data.
Data profiling can be done in several ways: SQL script, programming language,
or a data integration tool.
The more complex the information system, the more it is recommended to
use more comprehensive tools.
Data profiling
benefits
Predictive decision making
Proactive crisis
The profiled information can
management
be used to prevent small
Data profiling can help
mistakes from turning into
identify and resolve issues
big problems. Data profiling
quickly, often before they
helps create an accurate
occur.
snapshot of a company’s
health to inform the
decision-making process
better.
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1. Before creating a Dashboard
2. Data quality
It is about performing data profiling to In this step, we define the data quality
help discover the frequencies and rules concerning: accuracy, validity,
formats of the data. completeness, etc., and quality
Data profiling can be done with thresholds.
specialized tools, query languages on Based on the predefined quality rules,
data sources, or programming languages. perform a data quality assessment by
Data quality issues can be discovered conforming to the data set’s data quality
during profiling, which aims to uncover rules.
information for data quality assessment.
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1. Before creating a Dashboard
2. Data quality
Data Quality
Rule ID dimension
Attribute Rule Comment
Where a customer has provided an The email should adhere to the
Rule_01 Validity Email
email address, it should be valid pattern abc@company.com
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1. Before creating a Dashboard
2. Data quality
Dashboard design
We will use the Qlik Sense script to load the customer table and verify the
previously defined business rules.
We will create a new column for each rule and evaluate each row’s validity to
the four rules. We will use this new information to build the Data Quality
Dashboard.
Please note that this method is only used to show you the process to measure
the data quality. It will not be suitable in all situations, I recommend you use a
data integration tool to profile your data.
You need to know how your users Design your content for vertical
view their dashboards. display to fit small screen phones:
If they are viewing their data from a most people use their phones in
tablet or phone, you need to factor portrait mode.
in the screen size in the dashboard Even if Qlik Sense manages the
design to provide a better user layout of objects dynamically, this
experience. does not mean that your
Highlight the main KPIs because visualizations will be easily readable
users won’t be able to dive into the by users.
details on a small screen. To check the appearance of your
When you create dashboards for dashboards on different devices:
phones or tablets, display only the Change the size of your browser
main measures. You must therefore Use the developer tools of your
provide components with a low browser to simulate a device
number of interactions and easily (iPad, iPhone, …)
accessible. Use a phone or tablet
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Part 2.
Create a Dashboard
2. Create a Dashboard
1. Best practices
The user experience will be bad if number of data with regard to the
your dashboard takes a long time to capacity of the machine. Qlik Sense
display the data. works by default with In-Memory
Slowness can come from several technology, so all the data is loaded
factors: undersized infrastructure, to RAM.
use of lots of data, bad modeling, Make sure your data model and
bad practices in developing charts expressions are optimized.
and tables… Precalculate your measures as much
Ensure that the machine on which as possible to prevent Qlik Sense
Qlik Sense is installed has sufficient from re-evaluating the measures on
resources (CPU and RAM) allocated each interaction.
for Qlik Sense.
Preferably, install Qlik Sense on a When your application begins to be
dedicated machine to benefit from large, it may be more relevant to
all the resources. create two or more applications per
analysis area.
The slowness of an application can This will allow you to have smooth
also come from the fact that the and simple applications with a
application contains a very large reasonable number of visualizations.
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2. Create a Dashboard
1. Best practices
You can also highlight the filters Also, think of viewing your
most used by users of the dashboard on other media such as
application to make the most PDF or the body of an email.
common selections easily.
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2. Create a Dashboard
1. Best practices
Who says color, says color blindness. A disease that affects how a person
perceives colors. Make sure your users distinguish the colors.
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2. Create a Dashboard
1. Best practices
Unlike traditional BI tools, Qlik For example, you can have a graph
Sense allows for interactive and at the top of the sheet act as a filter
comparative analysis. for other graphs.
This analysis is possible thanks to
the possibility of filtering the data You can also display filters for
by selecting dimensions in the different types of data. For
charts. example, offer filters with multiple
or unique selections. You can
It is therefore recommended to dynamically change the title of the
set up analysis scenarios. charts according to the selections.
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2. Create a Dashboard
2. Visualizations
Once the data quality has been Good visualizations will help you
verified and ready to be exported, quickly and accurately interpret the
you can start creating a dashboard data displayed and make it
to analyze and share this understandable to your users.
information with your users.
There are charts, such as bar
To create a clear and intuitive charts, pie charts, tables, gauges, or
dashboard, you will use treemaps. Each chart type has
visualizations to allow you to unique functionality.
highlight your data and your
KPIs. Each type of visualization has a
specific purpose. You need to
For example, you can use a bar choose a type of visualization that
chart that compares sales numbers allows you to explore your data for
from different regions. that purpose effectively.
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2. Create a Dashboard
2. Visualizations
Bar chart
Line chart
Treemap
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2. Create a Dashboard
2. Visualizations
Maps
Scatter plot
Finding potential
relationships between
values and finding outliers
in data sets;
Showing data where each
instance has at least two
metrics
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2. Create a Dashboard
3. Tips & Tricks
Learn tips and tricks you can implement in your Qlik Sense
applications.
The goal is to show you tips that can make your job easier and to highlight
features that are not intuitive to find.
Imagine you want to make different selections using the same Qlik Sense
sheet (two different analysis scenarios)
You open the sheet in two different tabs. Problem! By default, the selections
for sheet 1 are the same as for sheet 2.
To avoid this, you can use the identity parameter like this:
In tab 1, add at the end of the URL this: /identity/x
In tab 2, add at the end of the URL this: /identity/y
Now the selections in sheet 1 do not impact sheet 2 and vice versa.
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2. Create a Dashboard
3. Tips & Tricks
The next time the salesperson wants to access her sales results from the
day before, he only must click on the saved bookmark.
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2. Create a Dashboard
3. Tips & Tricks
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2. Create a Dashboard
3. Tips & Tricks
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Part 3.
Share the Dashboard
3. Share the Dashboard
1. Test with your users
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3. Share the Dashboard
2. Distribute reports with Qalyptus
The solution
The only easy way to create and send creating and delivering reports called
reports automatically is to use third- Qlik NPrinting. This product is sold
party solutions. These solutions will separately.
allow you to create customized This article will tell you about
reports with your existing Qlik Sense Qalyptus, a complete Reporting
applications. solution for Qlik Sense and QlikView.
Qlik offers an additional product for
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3. Share the Dashboard
2. Distribute reports with Qalyptus
Depending on your need, Qalyptus can send reports by email to your users in
different ways.
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3. Share the Dashboard
2. Distribute reports with Qalyptus
In Qalyptus, you can send your reports whenever you want, thanks to creating
schedules with rich options. You can also condition the sending of your reports.
For example, do not send a report if one or more charts do not contain data.
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3. Share the Dashboard
2. Distribute reports with Qalyptus
Download Qalyptus
Create a report in minutes
Download Now
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3. Share the Dashboard
3. Go further
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3. Share the Dashboard
3. Go further
Why choose between Qlik Sense and Excel. Use them together to build on
each other’s strengths. Qlik Sense allows you to manually export data for all
objects (tables and charts).
Three best practices for exporting Qlik Sense data and visualizations
Qlik Sense has put much effort into providing a self-service BI solution for data
preparation and data visualization.
It is important to train your users in preparing data and creating tables and
charts in Qlik Sense to avoid exporting raw data from Qlik Sense to perform
aggregations and calculations in Excel sheets.
This will allow you to have better data governance and to avoid the flow of
inconsistent information between company departments.
Once the data has been exported from Qlik Sense, it should not be
manipulated to ensure its integrity. With reporting solutions, such as
Qalyptus, you can create a report with Excel and distribute it to users in a
non-editable format like PDF or HTML.
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3. Share the Dashboard
3. Go further
To provide the best experience for Qalyptus can help you automate
your users and avoid repetitive tasks the creation, generation, and
with no added value, you can use a distribution of custom Excel reports
reporting solution for Qlik. based on your Qlik Sense data.
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