QlikView for Finance

Concoct dynamic business intelligence dashboards for financial analysis with QlikView

About This Book

• Get accustomed to QlikView features for effective data analysis and visualization in Finance
• Employ the Memory data store, which refreshes data in real time, providing a faster response to business financial information
• A step-by step guide to using Qlikview features such as key performance indicators, interactive charts, and tables for financial analysis

Who This Book Is For

If you are a finance professional with basic knowledge of QlikView functions and wish to increase your knowledge of QlikView to apply it in the field of finance, then this book is for you. A good knowledge of financial aspects is an must-have.

What You Will Learn

• Design Key Performance Indicators and extend your revenue ratio reporting
• Set up actions within a Text Object and create variables to make a chart toggle between visible and not visible
• Merge data from multiple sources to get more asset management options
• Examine good and bad practices in dashboard design and create a Group button to make more data available in less space
• Analyse the sales dashboard by adding tending lines and forecasting
• Create input boxes and use the input in formulas to perform “What If” analysis
• Examine the Key Performance Indicator (KPI) and Inventory Turnover, and investigate the usefulness of Pivot
• Create a QlikView analysis document and add data to it to gain deep insights

In Detail

This book is an effective step-by-step tutoring guide for financial analysis using Qlikview.
It begins by teaching you the crucial concepts of Qlikview Finance to help you develop an effective understanding of financial data analysis and finance. The book then goes on to cover real-world, practical examples on the use of Qlikview for financial planning and analysis, expense management, risk management, and more.
Moving on, topics such as Asset Management QlikView Dashboard and Retail Sales Analysis are covered in a strategic way. We then shift the focus to deal with the concepts of Inventory, Supply Chain, and Plant Coverage Dashboards. The book then reaches its conclusion by dealing with ways to share your QlikView insights. By the end of this book, you will have a good understanding of how to use Qlikview for numerous applications in finance.

Style and approach

This book is designed to explore what can be done in QlikView to facilitate Financial Analysis. It follows a step-by-step approach and each chapter has easy-to-follow, hands-on examples of important concepts.

Author Biography

B. Diane Blackwood has worked as a consultant implementing business intelligence and corporate performance management solutions since 2005. She has extensive experience in multiple industries-from microelectronics to heavy equipment manufacturing, medical, legal, and retail-using software to implement BI and CPM solutions. Diane currently works for Strafford Technology, LLC creating a data warehouse using SQL Server 2012. In 2010, she worked for El Camino Hospital, where she created a data warehouse and data marts to feed QlikView. Diane and her husband, Bob, moved from Chicago to Albuquerque in June, 2012.
She wrote a QlikView recipe book entitled Instant QlikView 11 Application Development for Packt Publishing in 2013. Diane has also written biographical encyclopedia articles on several known personalities, including Charles Babbage, Erving Goffman, and Isaac Asimov.