116859720 Developer Powerpoint v 11

transcript

QlikView Developer Version 11

Michael Alegado

Agenda

• 9:00 am – 5:00 pm

• Break at 9:45 or as needed

• Lunch 11:30 or 12:00 for 1 hour

• Break at 3:00 pm or as needed

• Questions/discussions throughout

Agenda

• INTRODUCTION

• QLIKVIEW DEVELOPMENT METHODOLOGY

• DEPLOYMENT

• INTRODUCTION TO DATA AND SCRIPTING

• BASIC SCRIPT SYNTAX

• STRUCTURING THE SCRIPT

• BASIC DATA MODEL AND TABLE VIEWER

• BASIC DATA TRANSFORMATION

• ADDING TEXT DATA

Agenda

• GENERATING DATA IN THE QLIKVIEW SCRIPT

• SCRIPTING CONSIDERATIONS

• QLIKVIEW DATA (QVD) FILES

• MAPPING TABLES

• LOADING BUDGET DATA

• DATA MODEL OPTIMIZATION

• ADVANCED CALCULATIONS IN SHEET OBJECTS

• SCRIPTING AND DATA MODELING CHALLENGES

• PERFORMANCE OPTIMIZATION

• QLIKVIEW SECURITY

Introductions – Please mention

• Your name

• Company / Department

• Your experience with QlikView

• Your expectations for the course

• How do you use QlikView in your job?

Lesson 1 Introduction

Learning Objectives

• Explain the difference between QlikTech and QlikView

• Identify what is business discovery

• Identify the QlikView product family

About this Course

• Possessing a deep knowledge of the data model,

creation of the proper data connections and scripting

fundamentals are critical to creating QlikView documents

• Beginning with QlikView environment and ending with an

introduction to advanced interface design

Definition of a QlikView Developer and

System Administrator

• The QlikView Developer

• The QlikView System Administrator

QlikView

• QlikView is a Business Discovery platform

• Data presented in easy to understand format

• Manages information

• Associative connections

About QlikTech

• Software company

• Founded in Lund, Sweden in 1993

• Founded on the belief that business intelligence (BI)

should be about the business user

Lesson 2 QlikView Development Methodology

Learning Objectives

• Identify the importance of Document/Sheet XML

Import/Export

• Review Project Plan

• State the QlikView deployment options

What is QPM?

QPM = QlikView Project Methodology

• is a description of all project management activities,

documents and QlikView Deliverables in all the phases

of a QlikView project

• By using this Project Methodology we will be able to

make a difference in the customer experience and

making the best use of the QlikView capabilities.

QPM Framework

Start-Up Project

Business

Objectives

Prepare Enterprise Platform

Pre-Study

Project Plan

Prioritized Business

Requirements

Define Enterprise Platform

Planning

Deployment

User Communication

Transition to:

Self Service BI Governance &

Support

Execution

Evaluation

Hand Over Lessons Learned

Project

Completion

Conclusion

TG 1 TG 2 TG 3 TG 4 TG 5

Multiple App’s

User Review

Refine

Implementation

Realize Enterprise Platform

Start Proceed Close Go-Live App’s

Finish Cycle(s)

Start Cycle(s)

Benefits

• Better and more Engagement with our Enterprise Customers

• Direct Influence on succes and our own mission

• Control and Quality

• QPM helps frame the potential growth for QlikView

• Manage our customer’s expectations for the investment in resources,

training and hardware.

• Great feedback loops for QT Sales, Product Development, Marketing

• Strenghten our partnerships with more action together!

• Effective Sales Cycles

• Great opportunities for ES Consultants

Lesson 3 Deployment

Learning Objectives

• State the QlikView deployment options

• Identify the functional and business benefits of each

example deployment option

Components of QlikView Business Discovery

Platform

QlikView Overview

QlikView Product Platform

With QlikView Personal Edition you can make full use of the QlikView functionality, but it is not possible to open documents created by other users. Please contact your sales account executive for information regarding QlikView licenses.

QlikView Desktop is a single point of interaction for collecting data, designing analytics, and building dashboards and reports.

QlikView Server supports the following clients: • Browser-independent, download-

free Ajax client • Installed Windows client • Internet Explorer browser plug-in • Apple iPad and iPhone • Android devices • BlackBerry

QlikView Publisher helps organizations balance the need for widespread distribution of analytic functionality and reports with the requirement to maintain centralized control and administration of sensitive corporate data.

Stand Alone/QlikView Desktop

QlikView Server

QlikView Server & Publisher

Project Plan

• QWT Business Intelligence Project Plan

Standard QlikView Deployment

Lesson 4 – Introduction to Data and Scripting

Learning Objectives

• Identify what is a relational database

• Identify what is a data structure

• Review the QWT.mdb database

• Use the QlikView Script Editor

Relational Data Base Management Systems

• MySQL

• Microsoft SQL Server

• Microsoft Access

• Oracle

• DB2

• Sybase

• Informix

• Teradata

Relational Databases

Table Field Key Field

Data Structures: Star Schema

Dimension

Fact Table

Dimension

Data Structures: Snowflake Scheme

Dimension Dimension

Dimension

Dimension Dimension

Dimension

Data Structure in QlikView

Data sources in this course

Lesson 5 – Basic Script Syntax

Learning Objectives

• Identify common QlikView Syntax

• State the difference between Connect, Select, and Load

statements

• Create a working Connect statement

Basic Script Syntax CONNECT • Used to connect with ODBC or OLEDB

interface • Is automatically created when using the

wizard

SQL SELECT • Instructs which field and tables to retrieve

automatically created when using the wizard

LOAD • Defines what transformations of data

should be invoked by QlikView

How QlikView reads a load script

LOAD… … … SELECT… … … LOAD… … … SELECT… … …

What is a key field?

• A field that exists in two tables and connects the two.

Lesson 6 – Loading Data from the Database

Learning Objectives

• Comment the script for future reference

• Load data with the QlikView Script Editor

• Access the Debugger

Commenting the Script

REM (following table)

// (single line)

/* (start)

*/ (finish)

Using keys:

Comment:

Ctrl+k(v.8.5)

Ctrl+k+c (v.9.0+)

Uncomment:

Ctrl+SHIFT+k(v.8.5)

Ctrl+k+u(v.9.0+)

Connecting to databases

ODBC (Open DataBase Connectivity) OLE DB (Object Linking and Embedding, Database) More advanced way to connect to databases, also multidimensional databases possible) The CONNECT statement generated, applies to all following SELECT statements until a new CONNECT statement is made.

Load Script basics /*------------------

Customers Table

------------------*/

Customers:

LOAD Address,

CompanyName,

Phone,

PostalCode,

StateProvince;

SQL SELECT *

FROM Customers;

Preceding load; allows modifying QV datamodel

Comments

SQL statement retrieving data from database

Table name

OLE DB

Lesson 7 – Structuring the Script

Learning Objectives

• State why creating tabs can be beneficial when

structuring a QlikView Script

• Create tabs to structure your script

• Often when building a QlikView application,

many tables are used and sometimes you

want to manipulate existing tables. To make

the script easier to work with, we divide the

script into different tabs

Synthetic keys

Complex Key(s) consisting of two or more fields between two connecting tables.

• Implications

– Resource heavy

– Slows down calculations

– Makes a document harder to understand and maintain

• How can it be removed?

– Selectively remove double fieldnames

– Rename fieldnames

– Use qualify statement

Lesson 8 – Basic Data Model and Table Viewer

Learning Objectives

• Use the Table Viewer to analyze the internal structure of

a QlikView document

• Identify how the Table Viewer can be used to debug

problems

Lesson 9 – Basic Data Transformation

Learning Objectives

• Define the advanced uses of the script editor

• Rename Fields

• Use transformative Functions in the script

Load Statement

• The load statement loads Fields from a typed ASCII file,

from data defined in the script, from a previously loaded

table, from the result of a following select statement or

by generating data automatically. The general syntax of

the load statement is:

load [ distinct ] *fieldlist [( from file [ format-spec ] | from_fieldfield [format-spec] inline data [ format-spec ] | residenttable-label | autogenerate size )] [ where criterion ] | while criterion ] [ group_by fieldlist ] [order_by field [ sortorder ] { , field [ sortorder ] }

Renaming Fields

Key Fields — Predicament

• Consequences:

Not possible to use the frequency information

Not possible to use all functions when creating chart expressions (only distinct)

• Solution:

Use distinct

Load the field an extra time under a new name

Load a record counter

Key Fields — Solution, Count

OrderID,

OrderID AS OrderIDCount

FROM Orders;

• You can now use the new field (not associated) in a list box that shows the frequency or a chart with functions to calculate the frequency.

Key Fields — Solution, Record Counter

OrderID,

1 AS OrderRecordCounter,

FROM Orders;

• This way of solving the problem is more efficient when working with large amounts of data since a sum of a numeric value takes very little power compared to a count of a value.

Lesson 10 – Adding Text Data

Learning Objectives

• Review data sources from Excel spreadsheets

• Use the File Wizard to load data into QlikView

• Transform (rename a field) data with the File Wizard

Loading Data from a Table File

Connecting to other datasources

DATA from files

Absolute vs Relative Paths

[C:\QlikViewTraining\Developer\Datasources\EmpOff.xls]

(biff, embedded labels, table is Employee$);

Datasources\EmpOff.xls

(biff, embedded labels, table is Employee$);

Lesson 11 – Generating Data in the QlikView Script

Learning Objectives

• Use Resident Load

• Create Data from Other Data and Autogenerate

• Load Data using External Scripts with Include

• Create a Master Calendar

Use Resident Load

• How to create a new logical table in QlikView, based on

a previously loaded (resident) table

Create Data from other Data

Load Data Using External Scripts

• It is possible to include references to files in a script that themselves

contain script or parts of a script.

Order By OrderDate ASC

peek OrderDate

0 2007-04-19

-1 2012-03-29

Variable LET

•varMinDate

•varMaxDate

DateField

Autogenerate varMaxDate – varMindate

TempDate

Temp Calendar

Master Calendar

OrderDetails

TempDate as OrderDate

RESIDENT DateField

Lesson 12 – Scripting Considerations

Learning Objectives

• Create a Synthetic Key

• Identify Circular References

• Define Loosely Coupled Tables

• State why these conditions should be avoided

What is a Synthetic Key

• A Synthetic Key is created in the script when multiple

fields are linking one or more tables together.

Why not Synthetic Keys?

• Are resource heavy

• Slow down calculations

• In extreme cases, overlaod an QlikView document

• Make a document harder to maintain and understand

How can Synthetic Keys be Avoided?

• Rename fields using AS or QUALIFY

• Comment out fields that are not needed

• Concatenated key - combining field names and creating

a unique key field

Circular References

• QlikView solves the

problem by Loosely

coupled tables

Lesson 13 – QlikView Data (QVD) Files

Learning Objectives

• Define QVD files

• Explain why QVD files are so important

• Create a QVD file manually

• Generate a QVD file automatically

QVD File Format

• Contains one table

• Composed of

– A well formatted XML Header

– Symbol tables in a byte stuffed format

– Actual table data in a bit-stuffed format

Use of QVD Files

• Increasing Load Speed

• Decreasing Load on Database Servers

• Consolidating Data from Multiple QlikView Documents

• Incremental Load

Lesson 14 – Mapping Tables

Learning Objectives

• Identify when to use mapping tables

• Create mapping tables to add Quarters to the Orders

• Identify areas to clean up in the table structure

Mapping Tables

• Mapping prefix

• Must have two columns

Exercise: Mapping Tables

Cleaning up the Table Structure

• Minimize the number of tables in QlikView

• If you have tables with only two fields, map those tables

to minimize the number of tables

QlikView Developer Course

Lesson 15 – Loading Budget Data

Learning Objectives

• Identify cross tables

• Use the File Wizard to transform the data and create

load script

Cross Tables

• A cross table is a common type of table featuring a

matrix of values between two orthogonal lists of header

Lesson 16 – Data Model Optimization

Learning Objectives

• Review key measures

• Use, Conditions in tables, Aggregation, Joining tables

and Pre-ceding Load on Preceding Load within the script

Condition on a Field Table

• The Category Type field can be created by using the

CategoryID field. If the CategoryID is 5 or 6, the

CategoryType should be Footwear, otherwise the type

should be clothing.

Aggregating Data

• Group by is a clause used for defining over which fields

the data should be aggregated (grouped)

Joining Tables

• It is possible to join tables already in the script

• The join between tables can be performed against the

source database or you can use a QlikView Join

command

Concatenation

• Concatenation can be used to join data together from

multiple tables

• Automatic Concatenation

• Forced Concatenation

• Prevent Concatenation

Exercises: Advanced Scripting

• Condition on a Field in a Table

• Aggregation

• Joining Tables

• Preceding Load on Preceding Load

Lesson 16 – Advanced Scripting

Objectives

• Introduce advanced calculations in charts and tables,

including:

• Dimension Limits

• Set Analysis

• Dollar-Sign Expansion

• AGGR Function

• Complete exercises using examples of each of these

functions

Dimension Limits

• New capabilities for a chart to show totals, other

segments and limit to top/bottom performing dimension

values

• Moves these features into the cube vs. the presentation

• Consistency across charts

• New capabilities – will simplify numerous chart

acrobatics from earlier releases

Have you ever tried to…

• Restrict a table or chart based on a the contribution of a

dimension to the total?

• Summarize non-displayed dimensions as OTHERS

without resorting to a pie chart?

• Evaluate lower level dimensions either locally or

globally? Use these as qualification criteria to determine

what to display in table or chart?

Define Dimension Limits

• Show only

• Show only values that are

• Show only values that accumulate to

• Options

– Others

– Total

– Global Grouping

Show Only Values That Are:

Show Only Values That Accumulate To:

Dimension Totals

Set Analysis

What is Set Analysis

• Conceptually similar to a selection.

• Provides a method of defining groups (sets) of

information that are independent of the current

selections.

• Can create sets based on other sets.

• Must be used in aggregation expression.

• Always begin and end with curly brackets {}

Set Analysis – Why?

• Very powerful functionality for comparison analysis.

• May eliminate the need for additional, complex coding

within an application

• Provides much more flexibility in the analysis’ you can

create

Set Analysis Syntax

• The syntax is broken down into 3 categories:

– Identifiers

– Operators

– Modifiers

Set Analysis Identifiers

There is one constant that can be used to denote a record

• 1 represents the full set of all the records in the

document.

The $ sign represents the records of the current selection.

• The set expression {$} is the equivalent of not stating

a set expression at all

• {1-$} defines the inverse of the current selection,

that is, everything that the current selection

excludes.

Identifiers

Examples:

sum({1} Sales) Returns total sales within the application, disregarding selections but not the dimension.

sum({$} Sales) Returns sales for the current selection, i.e. the same as sum(Sales).

sum({BM01} Sales) Returns sales for the bookmark ID “BM01”.

Set Modifiers

A set can be modified by additional or changed selections.

Such a modification can be written in the set expression.

The modifier consists of one or several field names, each

followed by selection(s) that can be made in the field.

Modifiers begin and end with angle brackets <>.

Modifiers - Examples

sum({$<OrderDate = DeliveryDate>} Sales)

Returns the sales for the current selection where OrderDate = DeliveryDate.

sum({1<Region = {‘US’}>} Sales)

Returns the sales for region US disregarding the current selection.

sum({$<Region = >} Sales)

Returns the sales for current selection, but with the selection in “Region”

removed.

sum({<Region = >} Sales)

Returns same as the example above. When the set to modify is omitted,

$ is assumed.

sum({$<Year={2000}, Region={“U*”}>} Sales)

Returns the sales for current selection, but with new selections both in

“Year” and in “Region”.

Example of Set Analysis

Dollar-Sign Expansion

AGGR Function

• AGGR is a powerful

QlikView function that

returns a set of values of

expression calculated over

dimensions.

• The table shows

information on how many

customers have placed

one order, two orders etc,

and also the average order

value.

• Multiple selection states against one data set

• Set up objects to reference a selection state

• Compare and calculate among states

Comparative Analysis Drives Deeper Insight

Comparative Analysis in QlikView 11

Comparative Analysis: Overview

• New capability for comparing sets of the data

• Eliminates often used techniques involving macros, duplicated data model

• Most common cases – Ad hoc groupings

– Regression comparison

• All work dependent on development (vs. explicit end user functions)

Comparative Analysis - Illustration

• Allow for multiple selection states against one data set

• Setup document components to reference a selection state

• Compare, calculate between states

Comparative Analysis – A Comparison Method Technique Level Flexible Multiple Visibility Coverage

Reference

Select,

context

menu, select

Selection

(list box)

No. Must clear

reference &

reset No No

End user

defined. No Ajax

Detach/

Attach

Select,

context

menu, select

Object No. Must clear

lock Yes No

End User

Defined. No

Bookmark Select, save. Expression

Yes. Can

update

bookmark Yes No

Developer

predefined. End

user modified.

All clients

Alternate

Define

labels,

assign

objects,

selections

Sheet,

object,

expression

Yes. End user

can adjust

selections

independently.

Yes Yes

Developer

predefined. End

user content. All

clients

Comparative Analysis -

Demonstration • Simple demonstration

• Existing QlikView techniques for comparing data sets

• Using alternate state for comparing data sets

Comparative Analysis - Discussion

• Comparative Analysis is most likely to

– Simplify design of like-to-like comparison problems

– Allow us to enter new problem spaces (what?)

– Eliminate use of (need for) other comparative techniques (set reference, detach etc)

– Not be used. Why?

• What should comparative analysis mean to users (vs. developers)?

Comparative Analysis – How To

• State Identifiers

• Standard Identifiers

Define

• Tie sheets & objects to Alternate States

Assign • Simplify design

Inherit

• User Interactions

Comparative Analysis - Define

Comparative Analysis - Assign

1. Sheet assignment 2. Container assignment 3. List box assignment 4. Expression assignment

Alternate States – New Function

• Testing for a State – Conditioning elements on an alternate state thru a new function

– Statename()

Dynamic Text ='Region - ' &if(StateName() = '$', 'Default', StateName())

Dynamic Colors if(StateName() = 'Group 1', rgb(152, 171, 206),

if(StateName() = 'Group 2', rgb(187, 200, 179),

rgb(210, 210, 210)

Examples

Comparative Analysis – Inheritance

DOCUMENT (Default Only)

Comparative Analysis – Inheritance

SHEET (Default, Inherit, Named)

Comparative Analysis - Inheritance

CONTAINER (Default, Inherit [Sheet], Named)

SHEET OBJECT/CONTAINED OBJECT (Default, Inherited, Named)

EXPRESSION (Default, Inherited [Object], Named)

Comparative Analysis – Additional

• Clear – Affects all states or can be selective via new menu

off CLEAR button

• State Navigation & Lock/Unlock – All states

• Linked Objects – If the copied object has a setting of INHERIT, it may

perform differently in another location (sheet/container)

– WHY?

Comparative Analysis – Additional

• Actions

– Can be invoked on a particular state • E.G. CLEAR

– New actions • Selection: COPY STATE (to a new state)

• Selection: SWAP STATE (exchange selections in 2 named states)

• Layout: ASSIGN STATE (to an object)

• Build more dynamic UI’s to provide user with sense of state definition

– See Demo

Lesson 18 – Scripting and Data Modeling

Challenges

Objectives

• Explain the use link tables

• Calculate net change within a field

• Use advanced functions for handling time

• Identify why dynamic aggregation and interval matching

are important

Link Tables

Date Island

Interval Match

Lesson 19 – Performance Optimization

Objectives

• Discuss performance tuning

• Explore the impacts of appropriate document design

• Introduce security concepts

• Review best practices

Lesson 20 – QlikView Security

Objectives

• Identify the components of QlikView document security

• Explain access control and restrictions

• Practice implementing QlikView Section Access

Business Case Workshop

Objectives

• Build a working QlikView analysis application

• Review business requirements

• Review data sources

• Plan development effort

• Build application

• Review and discuss with instructor/students

Scenario

• ACME Inc., is a food & drink distributor selling to

different types of stores across the United States and

also internationally. They are interested in getting a

better understanding of their Sales and Margin

performance across their business.

• They have asked you to develop a Sales Analytics

QlikView application for them. The application will be

used by their top executives, their product managers and

also their salespeople.

Thank You.