Garcia M., Harmsen B. / Гарсия М., Хармсен Б. - QlikView for Developers / QlikView для разработчиков [2017, PDF, ENG]

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Preface xiii
Chapter 1: Meet QlikView 1
What is QlikView? 2
How does QlikView differ from traditional BI? 2
Associative user experience 3
Technology 5
Adoption path 5
Exploring data with QlikView 6
Getting QlikView 6
Navigating the document 8
Slicing and dicing your data 9
Listboxes 9
Selections in charts 10
Search 11
Bookmarking selections 12
Creating a new bookmark 12
Retrieving a bookmark 13
Undoing selections 13
Changing the view 13
Cyclic groups 14
Drill down groups 14
Containers 15
But wait, there's more! 16
The technology and components behind QlikView 16
The way the data flows 17
When QlikView use expands 18
Create content 19
Reload, publish, and distribute content 20
Consume content 20
Meet HighCloud Airlines 21
Summary 22Table of Contents
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Chapter 2: What's New in QlikView 12? 23
Common QIX Engine 24
64-bit only 24
Online documentation 24
Security improvements 25
Mobile touch improvements 25
Improved clustering and scaling 25
Clustering improvements in QlikView 12.1 25
What is new in the Qlik product portfolio? 26
Qlik Sense Enterprise and the Qlik Analytics Platform 26
In what way are QlikView and Qlik Sense similar? 27
In what way do QlikView and Qlik Sense differ? 27
What does this mean for users? 28
What is the Qlik Analytics Platform? 29
Qlik NPrinting 29
Qlik Web Connectors 29
Qlik GeoAnalytics 30
Qlik DataMarket 30
How do the products in the Qlik product portfolio fit together? 30
What is new in QlikView 12 for Developers? 31
Summary 32
Chapter 3: Seeing is Believing 33
What is a SiB? 34
Preparing the workspace 34
Setting up the folder structure 34
Creating the QlikView document 35
Creating the app 36
The requirements 36
Constructing the data model 37
What is a data model? 37
Loading the fact table 37
Playing with listboxes 40
Associating additional tables 44
Creating the dashboard tab 47
Creating and positioning the filters and user controls 47
Number of flights over time 50
One chart and multiple analyses with cyclic expressions 54
Adding a time drill-down group 56
Top 10 routes 58
Summary 61Table of Contents
[ iii ]
Chapter 4: Data Sources 63
Using ODBC and OLE DB drivers 64
Installing the drivers 64
Accessing custom data sources 65
Accessing web resources via APIs 67
Qlik Web Connectors 67
Qlik REST Connector 67
Reading table files 69
Extracting data – two hands-on examples 69
Extracting data from MS Access 69
Configuring the driver 70
Creating the OLE DB connection string 72
Querying the database 74
The Create Select Statement wizard 75
Reloading the script 79
The resulting data model 80
Loading a table file 82
Specifying the file attributes 82
The CSV attributes 84
A word on quoting 84
Previewing 85
The transformation step 86
Refining the input table 87
The resulting script 89
QVD and QVX files 91
QVD files 91
QVX files 92
Loading an Inline table 92
Summary 94
Chapter 5: Data Modeling 95
Dimensional data modeling 96
Back in the day 96
Relational databases and ER modeling 96
Dimensional modeling 98
The star schema 98
The snowflake schema 99
Creating the dimensional model 100
Dimensional models in QlikView 101
The associative data model 102
Guidelines for table associations 103
How associations are created 104
Avoiding data model conflicts 106Table of Contents
[ iv ]
The Table Viewer window 112
Table information 113
Field information 113
Table preview 114
Table viewer menu 114
Summary 116
Chapter 6: Styling Up 117
Design requirements 118
The Document Properties window 120
The Sheet Properties dialog 123
Setting the object properties 125
Caption colors and style 125
Changing the caption colors 125
Setting the caption font 128
Setting the content font 129
Setting the global font 129
Propagating the object appearance 130
Setting the default Sheet Object Style 131
Hiding captions 131
Working with listboxes 132
Adding listboxes 132
The List Box Properties dialog 133
The General tab 133
The Expressions tab 134
The Sort tab 134
The Presentation tab 135
The Number tab 136
The Font tab 136
The Layout tab 136
The Caption tab 137
The Multi Box 138
The Current Selections Box 139
Making selections from the Current Selections Box 140
Adding a Bookmark Object 140
Aligning and resizing sheet objects 141
Selecting objects 141
Moving objects 141
Resizing objects 142
Resizing a Multi Box 142
Aligning sheet objects 143
Do a little house keeping 143Table of Contents
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Creating and applying a default color map 144
Defining chart colors 144
Setting the default color map 145
Summary 146
Chapter 7: Building Dashboards 147
User types 147
Dashboard users 148
Analysts 149
Report users 150
Applying the DAR principle to Airline Operations 150
Document requirements 151
Creating the Analysis sheet 152
Adding a new chart 153
Bar Chart 155
Additional bar chart properties 157
Expressions and the Edit Expression window 158
Expressions 158
The Edit Expression window 158
The Expression Overview window 161
Line Chart 162
Additional line chart properties 164
Combo Chart 165
Container 167
Scatter Chart 169
Button 171
Statistics box 172
Creating the new Dashboard sheet 174
Linked Objects 175
Gauges 178
Cloning the object for re-use 183
Adding Air Time % 184
More Gauge styles 185
Adding a Text object 185
Using a Text Object to display an image 187
Adding actions to a Text object 189
Adding a Pie chart 190
Dimension Limits 191
Adding the dimension value to the data point values 193
Creating the Reports sheet 195
Variables 195
The Expression Overview window in action 197
Copying sheets 199Table of Contents
[ vi ]
KPIs per airline, origin, and destination country 200
Cyclic and Drill-down groups 200
Straight table 202
Not all expressions are numbers 204
Pivot tables 206
Auto minimize 208
The Report Editor window 209
Other charts 213
Radar Chart 214
Mekko Chart 214
Grid Chart 215
Funnel Chart 216
Block Chart 217
Trellis Chart 217
Summary 219
Chapter 8: Scripting 221
The Script Editor 222
Menu and toolbar 223
Script pane 223
Tool pane 224
Script statements 224
Building the aircraft dimension table 225
Loading the aircraft information 225
Adding the aircraft groups 227
Loading the second aircraft table 229
Making it all right 231
Manipulating tables 235
The JOIN statement 235
The KEEP statement 237
The CONCATENATE statement 239
The NOCONCATENATE statement 240
Using MAPPING tables 241
Adding comments 243
Storing tables 245
Renaming tables and fields 245
Deleting tables and fields 246
Setting variables 246
Controlling script flow 247
Conditional functions 249
Dealing with different data types 250
Strings 250
String operators 250
String functions 250Table of Contents
[ vii ]
Numbers and numeric functions 253
Date and time functions 254
Debugging script 255
Syntax check 256
Saving logs to disk 256
The script debugger 257
Using breakpoints 258
Limited load 258
Tracing script 259
Standardizing and organizing script 260
Using tabs 260
Comments 261
Adding an information tab 262
Script layout 264
Naming conventions 264
Table naming conventions 264
Field naming conventions 265
Re-using scripts 266
Subroutines 266
Including script files 268
Managing file locations and connection strings 269
Summary 271
Chapter 9: Data Modeling Best Practices 273
Data consistency 273
Dealing with dimensions without facts 274
An alternative approach 278
A solo exercise 279
Dealing with facts without dimensions 280
Reducing storage requirements 285
Using number-based key fields 285
Removing unused fields 286
Splitting high-cardinality fields 286
Design challenges of data modeling 288
The Airline Employment statistics table 288
Concatenating fact tables 289
Structural asymmetry 289
Natural and forced concatenation 290
Concatenating the Employment Statistics table 292
Working with link tables 294
A link table example 294
Creating a link table in the Airline Operations document 297
Finding a balance 300Table of Contents
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The master calendar 301
A final note on data modeling 305
Summary 306
Chapter 10: Basic Data Transformation 307
Changing the source table structure 307
"Cleansing" a dirty table 308
File contents 308
Working with the Transformation Step wizard 309
The final result 319
Other transformation tricks 321
Loading a Crosstable 321
A Crosstable example 321
Working with the Crosstable Wizard 322
A solo exercise 326
Expanding a hierarchy 326
A hierarchy example 327
Working with the Hierarchy Wizard 328
The tree-view list-box 331
Generic load 332
Loading a generic table into QlikView 333
Summary 336
Chapter 11: Advanced Expressions 337
Using variables 337
Creating a variable 338
Using variables in charts 339
Interactively changing a variable's value 341
Using the Input Box object 341
Using the Slider object 342
Using variables based on expressions 343
Using variables to store expressions 345
Variable naming convention 346
The Dollar Sign Expansion syntax 346
Dollar Sign Expansion with parameters 347
Double Dollar Sign Expansion 349
Using the TOTAL qualifier 352
The Aggr function 354
Using Aggr for nested aggregation 354
A word on calculated dimensions 356
Aggregations over the Aggr output 357
A word on using the Distinct qualifier 359
Getting the Average Load Factor per Route per Airline 359Table of Contents
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Conditional functions 361
The If function 361
The syntax 361
A use case 362
Numeric versus text comparisons 368
The Class function 368
A solo exercise using the Class function 370
The Pick function 371
Using Pick with Dimensionality 371
A tip on copying expressions 374
Summary 375
Chapter 12: Set Analysis and Point In Time Reporting 377
The magic of Set Analysis 377
What is it for? 378
Syntax and examples 379
Using variables in set expressions 382
Dynamic record sets 382
More assignment operators 383
Set operators 384
Using element functions 385
Point In Time Reporting 386
The challenge 386
Defining the set modifiers 387
Obtaining the base period record set 387
Obtaining the compare-to period record set 388
Constructing the expressions 390
Enabling additional period comparisons 391
More Point In Time Reporting examples 392
Storing set expressions into variables 394
Set expressions with parameters 396
Portable set expressions 398
Set variables and the Master Calendar 400
Comparative analysis with alternate states 401
A comparative analysis example 401
Alternate states step-by-step 402
State-based expressions 406
Combining alternate states and the default state 406
Applying alternate states to layout objects 407
Document navigation with alternate states 408
Clearing selections in an alternate state 408
Always validate 408
Summary 409Table of Contents
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Chapter 13: Advanced Data Transformation 411
Data architecture 411
Two-stage architecture 412
Three-stage architecture 414
Setting up our environment 415
Loading data already stored in QlikView 416
Cloning a QlikView data model 416
Loading from RAM 418
Resident load 418
Aggregating data 419
Aggregating the Flight Data table 420
The Transformation output 424
Aggregation functions 425
Sorting tables 426
Ordering the Order-By fields 426
The Peek function 427
Merging forces 428
A refresher 428
The objective 428
Getting it done 429
Loading the table 429
Sorting the table 430
Peeking previous records 431
A solo exercise 435
Dealing with slowly changing dimensions 435
The Carrier Decode table 436
IntervalMatch magic 437
Expanding the intervals 437
Some considerations 440
Applying IntervalMatch to the Carrier Decode table 440
Ordering, peeking, and matching all at once 444
The use case 445
Incremental loads 446
Summary 449
Chapter 14: More on Visual Design and User Experience 451
Creating a consistent QlikView UI 451
Screen resolution 452
Background image 452
Themes 454
Applying themes 455
Creating themes 456Table of Contents
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Additional interactivity 462
Triggers 463
Document triggers 463
Sheet triggers 465
Actions 466
Advanced search expressions 469
A solo exercise 471
Dynamic bookmarks 471
Alerts 471
Conditionally showing and calculating objects 475
Summary 478
Chapter 15: Security 479
Hidden script 479
Section access 481
Section access fields 484
Reduction fields 486
Initial data reduction 488
Omitting fields 489
Document-level security 491
Sheet-level security 493
Summary 494
Index 497