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TE18 Technical Deep Dive on QlikView 11 Development Features

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  • Technical Deep Dive on Qlikview 11 Development Features

    Elif Tutuk

  • #qonnections

    Legal Disclaimer

    This Presentation contains forward-looking statements, including, but not limited to, statements regarding the value

    and effectiveness of QlikTech's products, the introduction of product enhancements or additional products and

    QlikTech's growth, expansion and market leadership, that involve risks, uncertainties, assumptions and other factors

    which, if they do not materialize or prove correct, could cause QlikTech's results to differ materially from those

    expressed or implied by such forward-looking statements. All statements, other than statements of historical fact, are

    statements that could be deemed forward-looking statements, including statements containing the words "predicts,"

    "plan," "expects," "anticipates," "believes," "goal," "target," "estimate," "potential," "may", "will," "might," "could," and

    similar words. QlikTech intends all such forward-looking statements to be covered by the safe harbor provisions for

    forward-looking statements contained in Section 21E of the Exchange Act and the Private Securities Litigation Reform

    Act of 1995. Actual results may differ materially from those projected in such statements due to various factors,

    including but not limited to: risks and uncertainties inherent in our business; our ability to attract new customers and

    retain existing customers; our ability to effectively sell, service and support our products; our ability to manage our

    international operations; our ability to compete effectively; our ability to develop and introduce new products and add-

    ons or enhancements to existing products; our ability to continue to promote and maintain our brand in a cost-effective

    manner; our ability to manage growth; our ability to attract and retain key personnel; the scope and validity of

    intellectual property rights applicable to our products; adverse economic conditions in general and adverse economic

    conditions specifically affecting the markets in which we operate; and other risks more fully described in QlikTech's

    publicly available filings with the Securities and Exchange Commission. Past performance is not necessarily indicative

    of future results. The forward-looking statements included in this presentation represent QlikTech's views as of the

    date of this presentation. QlikTech anticipates that subsequent events and developments will cause its views to

    change. QlikTech undertakes no intention or obligation to update or revise any forward-looking statements, whether

    as a result of new information, future events or otherwise. These forward-looking statements should not be relied upon

    as representing QlikTech's views as of any date subsequent to the date of this presentation.

    This Presentation should be read in conjunction with QlikTech's periodic reports filed with the SEC (SEC Information),

    including the disclosures therein of certain factors which may affect QlikTechs future performance. Individual statements appearing in this Presentation are intended to be read in conjunction with and in the context of the

    complete SEC Information documents in which they appear, rather than as stand-alone statements.

    2011 Qlik Technologies Inc. All rights reserved. QlikTech and QlikView are trademarks or registered trademarks of

    Qlik Technologies Inc. or its subsidiaries in the U.S. and other countries. Other company names, product names and

    company logos mentioned herein are the trademarks, or registered trademarks of their owners.

  • #qonnections

    Elif Tutuk

    Technical Product Marketing Manager

    Drive and execute the go-to-market strategy for QlikViews enterprise readiness initiatives

    8 years of business intelligence architect experience

    QlikView addict

  • #qonnections

    Agenda

    QlikView Rapid Analytic App Platform

    Comparative Analysis

    Conditional Enablement of Dimensions & Expressions

    Dimension Limits

  • #qonnections

    QlikView 11 Theme:

    Rapid Analytic App Platform

  • #qonnections

    Rapid Analytic App Platform

    With Business Discovery, there are no end users

    QlikView 11 includes new and improved capabilities that meet the needs of IT professionals, as well as the needs of business users who

    want to create their own analytic apps

    Improved application

    development

  • #qonnections

    Comparative Analysis

  • #qonnections

    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

    Visual comparison

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

  • #qonnections

    Comparative Analysis A Comparison

    Method Technique Level Flexible Multiple Visibility Coverage

    Set

    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

    Ajax

    Bookmark Select, save.

    Expressio

    n

    Yes. Can

    update

    bookmark

    Yes No Developer

    predefined.

    End user

    modified. All

    clients

    Alternate

    State

    Define

    labels,

    assign

    objects,

    make

    selections

    Sheet,

    object,

    expression

    Yes. End user

    can adjust

    selections

    independently

    .

    Yes Yes Developer

    predefined.

    End user

    content. All

    clients

  • #qonnections

    Comparative Analysis How To

    State Identifiers

    Standard Identifiers

    Define

    Tie sheets & objects to Alternate States

    Assign Simplify

    design

    Inherit

    User Interactions

    Use

  • #qonnections

    Comparative Analysis - Define

  • #qonnections

    Comparative Analysis - Assign

    1. Sheet assignment

    2. Container assignment

    3. List box/Chart assignment

    4. Expression assignment

  • #qonnections

    Comparative Analysis - Demonstration

    Simple demonstration

    Existing QlikView techniques for comparing data sets

    Using alternate state for comparing data sets

  • #qonnections

    Comparative Analysis Inheritance

    DOCUMENT (Default Only)

  • #qonnections

    Comparative Analysis Inheritance

    SHEET (Default, Inherit, Named)

  • #qonnections

    Comparative Analysis - Inheritance

    CONTAINER (Default, Inherit [Sheet], Named)

  • #qonnections

    Comparative Analysis - Inheritance

    SHEET OBJECT/CONTAINED OBJECT

    (Default, Inherited, Named)

  • #qonnections

    Comparative Analysis - Inheritance

    EXPRESSION (Default, Inherited [Object], Named)

  • #qonnections

    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

  • #qonnections

    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?

  • #qonnections

    Comparative Analysis & Expressions

    Alternate States extend existing set analysis syntax

    V10 Set Analysis allows you to reference certain states

    $, 1, $_x, x_$

    Bookmarks

    New V11 allow reference to an Alternate State per expression

    Allows comparisons between measures with reference to dynamic groups

    New syntax

    Function ({[state_identifier]} field_name)

    Looks like standard set syntax

    But new syntax to reference fields between states

    Function ({[state_identifier1]} field_name3)

  • #qonnections

    Alternate States - Syntax

    Function ({[state_identifier1]} field_name)

    Perform aggregation function on field for selections

    based on state labeled [state_identifier1].

    e.g. sum({$} Sales)

    e.g. sum({Group1} Sales)

    e.g. avg({MarketDev} SalesLeadTime)

  • #qonnections

    Alternate States - Syntax

    Function ({[state_identifier1] } field_name)

    Set values for field_name2 within [state_identifier1] based

    on hard coded value.

    Standard set analysis syntax for set modifier

    e.g. sum({Group1} Sales)

    e.g. avg({MarketDev} SalesLeadTime

  • #qonnections

    Alternate States - Syntax

    Function ({[state_identifier1] } field_name)

    Set values for field_name2 within [state_identifier1]

    based on values of field_name3 in [state_identifier2]

    e.g. sum({Group1} Sales)

    e.g. avg({MarketDev} SalesLeadTime

    Option 1 - sum({[Group 1]} Sales)

    Option 2 - sum({$} Sales)

    Achieving the same thing with 2 different syntax:

  • #qonnections

    Alternate States - Syntax

    Function ({[state_identifier1]::bookmark1} field_name)

    Perform aggregation function on field for selections based on

    applying selections stored in bookmark 1 for state 1

    e.g. sum({Group1::Baseline} Sales)

    e.g. avg({MarketDev::MarketNorm} SalesLeadTime)

    You cannot reference a field in a bookmark you are applying the

    entire bookmark against the state.

  • #qonnections

    Exercise

    1. Setup a dashboard that

    allows a user to highlight

    (brush) subsets of products within the

    overall product and see

    their performance against

    the main set.

    1. Modify AltState-EX1

    2. Have selection vs. others

    transposed on top of one

    another

    3. Show Current Selection

    for all selection states

  • #qonnections

    Questions

  • #qonnections

    Conditional Enablement of Dimensions &

    Expressions

  • #qonnections

    Conditional Enablement of Dimensions & Expressions:

    Overview

    Often requested enhancement to set calculation string for each dimension and expression in any chart

    More powerful than simple Show Condition (straight table only)

    Flex layout of sheet objects based on current environment

    Lets take a look

  • #qonnections

    Demo: Conditional Enablement of Dimensions &

    Expressions

    Setup condition on dimension within a chart

    Setup condition on an expression within a chart

    In conjunction with Show Condition

  • #qonnections

    Conditional Enablement

    Implications

    Toggling object layout can introduce complexity into design/debugging

    Requires more rigor in testing conditions

    Potential performance hit change calculation, clear cache

    But potential macro code & object reduction

    Current solutions to this problem have often duplicated objects and controlled hide/show of the object based on conditions

    Fewer objects, better performance

    Reduced macro code, better management & performance

    Reduced column calculations, better performance

    Overlap with Show Condition in Straight Tables

    Performance impact of radically different dim/exp permutations

  • #qonnections

    Exercise

    1. Make a chart in

    document CONDITION-

    DIMEXP EX1 that allows the user to

    dynamically select which

    dimensions &

    expressions comprise the

    chart.

    Make this!

  • #qonnections

    Questions

  • #qonnections

    Dimension Limits

  • #qonnections

    Dimension Limits: Overview

    New capabilities for a chart to show totals, other segments and limit to top/bottom performing dimension values

    Moves these features into the calculation engine vs. the presentation layer

    Consistency across charts

    New capabilities will simplify numerous chart acrobatics from earlier releases

  • #qonnections

    Dimension Limits Sample Applications

    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?

  • #qonnections

    Dimension Limits

    Dimension totals Restrict

    dimension display

    based on flexible

    criteria

    Include an all

    other dimension

    Treat sub-

    dimensions as

    local or global

  • #qonnections

    Dimension Limits - Configuration

  • #qonnections

    Dimension Limits - Considerations

    Pivot Tables and Gauge Charts do not include dimension limits

    When working with multi-dimension charts

    Consider that limits are set at the individual dimension level

    Limits are not applied at the intersection of dimensions

    See Accumulated Values (Intersection Design)

    Sort order has significant impact

    When using FIRST values

    May want to turn off INTERACTIVE SORT to prevent end users getting different results

    Migration Implications

    Presentation Settings

    Pie Charts

    Straight Table vs. Pivot Table

  • #qonnections

    Exercise -

    1. In doc DIM-LIM-EX1 take the basic straight table and create

    1. Chart showing top 45% margin contributing sales people

    2. Chart showing top 2 regions and within each region performance of top 4 products across entire company

    3. Chart showing customer sales for all orders that are less than $150 (in total value)

  • #qonnections

    Questions

  • #qonnections

    Summary

    Comparative Analysis

    Conditional Enablement of Dimensions & Expressions

    Comparative Analysis & Conditional Enablement

    Dimension Limits

    Examples are available on QlikCommunity

  • #qonnections

    Stay Qonnected

    Visit partners.qlikview.com

    to download all Qonnections

    2012 presentations

    Join the conversation

    Qonnections Community

    Group tinyurl.com/qonnect-qlikcommunity

    Qonnect Facebook Group tinyurl.com/qonnect-facebook

    Qonnect LinkedIn Group tinyurl.com/qonnect-linkedin

  • #qonnections

    Stay Qonnected

    Elif Tutuk

    Technical Product Marketing Manager

    QlikTech, Inc.

    [email protected]

    +1 (408) 368-4333

    elif.tutuk

  • Thank you!


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