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qlikview basic tutorial

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qlikview basic tutorial

Contents

Welcome to this basic QlikView Tutorial. This has been provided to get you started using the QlikView dashboards available from Planning and Business Intelligence.

Please note that this guide is not comprehensive and will not cover all aspects of QlikView usage. Use the guide as a starting point but investigate QlikView further by pointing and clicking images, dropdowns etc to see what results you get. There is much hidden under the surface.

1. Login

2. Data Protection Act

3. QlikView Basics

4. University of Glasgow Definitions

5. How Do I?

6. Tutorial

1. Login

QlikView is a web-based tool that works with most standard browsers. The following browsers are supported:

BrowserMinimum Version

Internet Explorer7

Google Chrome18

Mozilla Firefox12

Apple Safari5

It should be noted that the main testing carried out has been done on Internet Explorer, Mozilla Firefox and Chrome. Feedback on these and other browsers would be welcome.

Please also be aware that the interface can be slightly different depending on what browser you are using so the images presented in this document may not be exactly as shown.

To login to the Access point of the QlikView Server, go to:

http://www.gla.ac.uk/services/planning/qlikviewinteractivedashboardforlicenseholders/

where you will find a URL link which will take you to the following the login page:

Enter your User Name you use for other University systems. The password will be the password associated with your personal GUID.

Once you have signed in the QlikView Access Point will show you the QlikView Dashboard files to which you have access, something similar to the following:

The Student_Dashboard is now split into six smaller individual bespoke dashboards in order to provide a better faster less cumbersome response. The six individual tabs are named as follows:

Student_Headcount_Dashboard:

Provides details of student headcounts based on career, residency, academic plan, courses etc, students are assigned to Schools & Colleges based on the Owner of the Academic Plan they are associated with.

Student_FTE_Dashboard:

Provides details of students FTE based on career, residency, courses etc and the corresponding Schools & Colleges (University of Glasgow, Cost Centre) to which the FTE is assigned.

Student_PGR_Dashboard:

Provides details of PGR Students and their Supervisors: Postgraduate Principal Supervisor (PGPS) and Postgraduate Secondary Supervisor, students supervisor load is assigned to the School & College their supervisors are associated with. Additionality this dashboard contains analysis of both PGR completion rates and time to complete their PGR studies.

Student_Graduation_Dashboard:

Provides details of Student Graduations based on career, residency, etc.

Student_Athena_SWAN_Dahsboard:

Provides Student details relevant to a Schools/Colleges Athena SWAN application. This data is provided in collaboration with the Equality and Diversity Unit, please contact them for further information about the data presented in this individual dashboard.

Student_Course_Income_Dashboard:

Provides information on a Courses financial income based on information provided the finance office.

Click on the individual dashboard you wish to view, so for example let us start with the Student_Headcount_Dashboard. This takes you to the Main Menu/Front Page as shown in the picture below:

Click the Start button/label as shown above.

You should see something like the following which is the Information page which gives some background on the headcount methodology used:

You will see a number of navigation buttons situated at the bottom of the screen, these are used to navigate your where around the dashboard and view different pages of info. You may not all see the same number of tabs, those starting with a star * fullfill specific needs not required by everyone.

If you choose say the navigation Career button then you will see something like:

2. Data Protection Act

Data Protection Act 1998

http://www.legislation.gov.uk/ukpga/1998/29/contents

These dashboards are protected by the data protection act as follows:

Declaration: I understand that authorisation for access to University records is granted strictly on an individual basis for specific and limited purposes in accordance with the requirements of my job. It is prohibited for me to use my authorisation for access for any other purposes. It is prohibited to transfer my authorisation for access to any other individual. I further understand that any data held in, or extracted from, or input into, central records must be processed in accordance with the provisions of the Data Protection Act 1998.

3. QlikView Basics

QlikView Accesspoint

The login screen for QlikView:

Dashboard

The file you open in QlikView:

Navigation

Button

These are the different buttons available at the bottom of the dashboards for navigation:

List Box

(usually on the left hand side on most tabs)

This is an example of a list box which allows you to select (in this instance) a College:

Navigating Dropdown Menu

The down arrow tab allows you to see a dropdown menu of all the tabs and you can make your tab selection from here e.g.:

Once the down arrow is selected you will see something like, allowing you to see a dropdown menu of all the tabs and you can make your tab selection from here:

Button

This is an example of a button within the Student_Headcount_Dashboard:

They are often used to provide specific selections, that might otherwise be difficult/cumbersome to achieve via conventional list boxes.

Colour guidance when making selections

Selected values turn green and unrelated values turn grey i.e. Full-Time and Part-Time respectively in this example:

Values compatible with the current selection turn white e.g. if I select the College of Med, Vet & Life Sci it becomes green because it is selected.

The School of Medicine and School of Veterinary Medicine are relevant to the current selection therefore they are white.

The Adam Smith Business School and the Arts College Administration are not relevant to the current selection so they are grey.

The filters that are currently applied (top left of most tabs)

This shows what items you are currently looking at i.e. what your filtered selection is:

Clear All

The clear all will clear all selections and defaults to the current Term:

Clearing Selections individually

Use the eraser beside the selection. E.g. if you select the eraser beside the Academic_Load eraser on the following selection:

You would then get:

The eraser can be used in the Current Selections box at the top left, or from the individual lists beside College Name, School Name etc.

Selecting multiple values in a list box

Make your first selection by clicking it as normal then make subsequent selections by holding down the CTRL button on the keyboard and clicking required selections.

Cycle buttons

To cycle through different screens. See the one in the College/School sheet, obtained by clicking on the College/School Navigation button, which enable the user to cycles through the following different data views:

Selecting data from multiple terms

You can only select one term at a time. If you wish to export data to Excel you need to do this in separate exports for each term.

Sorting order of display of data

This cannot be done easily in QlikView but the data can also be exported and formatted in Excel if required.

Data Protection

For data protection purposes, when the Ethnicity navigation button is selected then the student details tabs are suppressed.

Exporting data to Excel

Choose the Excel button from the tab you wish to export. For example if you scroll to the right of the Student Details sheet you will see the following button:

Printing

See the print button in the College/School Level s which lets you print the following screen onto a web page. The you can CTRL + P to print it:

4. University of Glasgow Definitions

Standard Student Population Headcount/Methodology

The Standard Student Population methodology, as agreed with Colleges, only includes those students who are fully registered at the time the data is extracted. This Standard Student Population focuses on the main categories of students (Undergraduate, Postgraduate (Taught and Research) and Life Long Learning) who are based primarily on-campus.

The Standard Student Population excludes students from the following categories:

Academic Prog: 7104 Clinical Scholar

Higher Doctorate (HD) and (EXTN) Students

Academic Plans with a Field of Study labelled as OUTCAMP

The numbers presented represent physical students for the individual criteria selected. A student may be associated with more than one College or School if they are doing a joint degree. It is therefore possible that individual School totals may not sum up to the College Total if a student is associated with more than one School i.e. the student will be counted as a headcount of one in each of the individual schools but will not be double counted at College level. The same applies at University Level when a students Plan is joint between 2 Colleges. Similarly in some

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