Post on 17-Jul-2020
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Edit and Plan in Qlik®
Edit data live in theQlik user interface
With INFORM´s Write! Edit, the BI tools QlikView and Qlik Sense
have been extended to include the possibility to directly display
data in the interface and to create or edit it.
This enhances the functionality of the BI solution and improves
the data quality significantly. This makes external tools, like Excel,
to fulfill these requirements redundant.
Write! Edit allows you to:
edit data live in the user interface
create new data in Qlik
write data back to file or database as desired
edit from mobile devices
free selection of input masks/entry fields, e.g.:
– free text fields
– check boxes
– dropdown fields
Because BI solutions integrate all of a company‘s data sources,
these would normally be the ideal starting point for centralized
planning. However, insufficient data entry flexibility prevents an
integrated planning function in the BI solution.
The Write! Plan function closes this gap by, on one hand, providing
a simple way of entering planned data and on the other hand,
including other complex planning functions. As a result, this leads
to enormous time saving in the manual collection of planned data.
Write! Plan allows you to:
make detailed plans on different levels
perform fast top-down and bottom-up planning
execute planning on the basis of real historical data
simply transfer reference data
do a seasonal distribution according to the
reference levels
create new fields such as customers, regions, budget, etc.
improve individual weighting of factors
implement spreadsheet calculation (as in Excel)
Benefits
Fields of application
The editing and planning function is not only used for simple
adjustments in Qlik, but also allows quick and strategic decisions
to be made in real time. The extension is easy to use and can be
used across all departments.
Possible applications are:
cost and sales planning
budget planning
sales planning and control
CRM extension
project planning
marketing controlling
Advantages at a glance:
processing data directly in the Qlik surface
creating new data records
fast and easy data entry
automatically write back to databases
– if required, also into the original database
available for QlikView and Qlik Sense
full integration through the development of native Qlik API‘s
exchanges between different departments are encouraged
version control
AD connection
security and Governance
no external tool like Excel required
manual collection of planned data is no longer necessary
no double master data storage or data maintenance
no extra license costs for an external planning tool
low costs
The solution
Complex information can be retrieved and analyzed at a glance
with the help of Qlik. In addition to visualization, data can be
processed directly in the user interface, which is often important
for users. Despite the great flexibility that BI solutions provide
for adaptation, there is usually no option to edit the data in the
dashboard afterwards.
With INFORM‘s editing and planning extension, users can now edit
their data directly in QlikView or Qlik Sense.
Make the most of your Qlik solution and expand your business
possibilities of direct data processing. Due to the flexible editing
and planning options you save time and have transparency in your
processes.
More information & contact
Contact EMEA
INFORM GmbH
Phone +49 (0) 2408 9456-4046
info@write.bi
www.write.bi
Contact AMER
INFORM GmbH
Phone +1 404 333-0233
info@write.bi
www.write.bi
»ADVANCED OPTIMIZATION!«»OPTIMIERT ENTSCHEIDEN!«
INFORM GmbHPascalstr. 35 . 52076 Aachen . Germanywww.inform-software.com