Qlikview Case Study Loan Sanstion Report

8/13/2019 Qlikview Case Study Loan Sanstion Report

1/15

QlikView Case Study

Making Loan Sanction Dashboard

Description:

BISP is committed to provide BEST learning material to the beginners and advance learners. In the

same series, we have prepared a complete end-to end Hands-on Beginners Gide !or "li#view

implementations. The docment !ocses on. "li#view $oan Sanctioned %ashboard &oin or

pro!essional training program and learn !rom e'perts

Histor()

*ersion %escription +hange thor Pblish %ate

. Initial %ra!t Srbhi Sah /st g /0. 1eview2 mit Sharma /3thg /0

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page
http://www.bispsolutions.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.bisptrainigs.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/


2/15

Table of ContentsTable o! +ontents.............................................................................................................................................................../

$oad Strateg( 1eports .......................................................................................................................................................0

-$oan Sanction b( each contr(.........................................................................................................................................0

-$oan Ta#er 1atio..............................................................................................................................................................0

-$oan Sanction and $oan Paid 1atio 4earl(...................................................................................................................... 0

5racle as a data sorce)......................................................................................................................................................0

$oan Sanction b( each contr(.............................................................................................................................. ........3

$oan Sanction and $oan Paid 1atio 4earl(..................................................................................................................

$oan Ta#ers.................................................................................................................................................................. ...0

ccont 1elated In!ormation....................................................................................................................................... 0

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page /


3/15

Load Strategy ReportsThis docment demonstrates step b( step approach to load data, create report and create dashboard !or "li#view

learners.

-$oan Sanction b( each contr(.

-$oan Ta#er 1atio.

-$oan Sanction and $oan Paid 1atio 4earl(

Oracle as a data source:We hae taken the data source as oracle!

Source Data Model

Step 6 5pen the "li#*iew app and give the name Ban#1eport.

Step /6 Then go to the script Editor 7indow and chec# the database inter!ace shold be 5$E%B and then clic# on the

connect option.

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page 0


4/15

Step 06 This will open the %ata $in# Properties window select 85racle provider !or 5$E%B8 then clic# the 9e't option.

Step :6 In the connection tab, give the data sorce name, ser name and password !rom which (o logged on the oracle

as a ser.

The snap shot is shown here.

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page :


5/15

;6 Hit the Test connection btton the noti!ication will come which displa( that Test connection scceeded.

Step 69ow Go to the select option in Edit script window.

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page ;


6/15

Step >6 ?rom the owner dropdown, (o can select the schema. schema is a collection o! logical strctres o! data, or

schema ob@ects. schema is owned b( a database ser and has the same name as that ser. Each ser owns a single

schema.

Step A6 9ow choose the schema and all the !ields o! the table. 4o can add more table b( pressing add btton present in

the bottom side o! the wiard.



7/15

7e have loaded the table +ities ,Branch ,+stomer ,ccont ,ccont T(pe and +stomer T(pe. Below is the script

mansion.

OLEDBCONNECT32TO[Provider=OraOLEDB.Oracle.1;Persist Security

Info=False;ser ID=s!;Data Source=orcl;E"tended Pro#erties=$$%&'Pass(ord

is')D*+,B-E/;

00 Start )ulti#le Select State2ents

LOAD3-)4

B5-363ODE4

3T+PE3ODE4

3STO)E5T+PE3ODE;SQLSELE3T 7

F5O) S6.$33O-T$;

BranchCities:

LOAD3IT+-)E4

3IT+3ODE4

3O-T5+;

SQLSELE3T 7

F5O) S6.3ITIES;

left8oinBranc!3ities9

LOADB5-363ODE4 3IT+3ODE4

B5-36DETIL;

SQLSELE3T 7

F5O) S6.B5-36;

Account:

LOAD3-)4

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page >


8/15

B5-363ODE4

3T+PE3ODE4

3STO)E5T+PE3ODE;

SQLSELE3T 7

F5O) S6.$33O-T$;

LOAD3T+PE3ODE4

33T+PEDES3;

SQLSELE3T 7F5O) S6.33O-TT+PE;

De#ositeInfo9

LOADDe#oId4

[0c n:% as 3-) 4

[Loan #ayed%4

+ear

F5O)

[39sersasDes


9/15

In this sheet we have 0 charts and Straight table, now move toward the !irst chart.

Loan Sanction by each country

7e have to anal(sis the loan strateg( o! the ban#, the ban# branches e'ist in !ive contries India, stralia, merica

,?rance and India. So in this chart we have calclated the loan sanction b( the contr( individall(.



10/15

This is the chart in which we have ta#e the contr( in dimension tab.

9ow the !ollowing

e'pression will be ta#en !or the $oan sanction b( each contr(. This e'pression will give the sm o! the total loan

sanction b( each compan(.



11/15

Loan Sanction and Loan Paid Ratio Yearly

This chart compares between the $oan Sanction and $oan Paid (earl(.

Here (o can see that the di!!erence is so large between the $oan Sanction and $oad paid. ?or this chart we have ta#e

4ear as a dimension.



12/15

nd in the e'pression tab we have ta#en two e'pressions, one gives the loan sanction (earl( and another one give the

loan paid (earl(. Below is the e'pression !or loan sanction.

This is the e'pression !or the loan paid.

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page /


13/15

Loan Takers9ow calclate the ratio o! all the Cc holders who have ta#en the loan.

Cc Holder name is identi!ied individall( b( di!!erent colors. In the dimension tab we have ta#e the name o! Cc

holders becase we want the ratio o! individall( with the whole.

Account Related Information

?or the accont related in!ormation we have ta#e the straight table.



14/15

In this straight table we have ta#e the !ields in dimension as cholder name, +it( name.

In the e'pression we have ta#e the two e'pression. ?irst is the Sm o! total amont in the accont which can overcome

the loss which occr on the denied o! pa(ing loan condition and the percent that how mch this amont will be help!l

!or the overcome.

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page :


15/15

nd !or the overcome we have ta#e the ratio o! the $oansanction b( cbalance. This will give the idea that a!ter the

condition o! denied !rom pa(ing loan how mch amont will !reee.

The script generated on each table.

www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page ;

Date post:	04-Jun-2018
Category:	Documents
Upload:	amit-sharma
View:	220 times
Download:	0 times

Qlikview Case Study Loan Sanstion Report

Documents