Qlik Sense Workshop Instruction 3.2 Final

for Beginners
Build Your First Qlik Sense Application
Last Modified by: Al Lanfear
Last Modified Date: 18-Oct-17

Qlik Sense Workshop Qlik Sense 3.2
Contents
What is Qlik Sense ............................................................................................................................4
Product Editions .................................................................................................................................................................. 4
Workshop Objectives .........................................................................................................................5
Workshop Pre-Requisites ...................................................................................................................6
Register for Qlik Sense Cloud .............................................................................................................................................. 6
Download and Install Qlik Sense Desktop........................................................................................................................... 6
Setup ................................................................................................................................................................................... 7
Part 1: Preview the Finished Application .............................................................................................8
EXERCISE 1 .........................................................................................................................................8
Filter your data .................................................................................................................................................................... 8
Interact with your data ....................................................................................................................................................... 8
Search for data .................................................................................................................................................................... 9
Part 2: Connect to Data and Build a Simple Application ..................................................................... 12
EXERCISE 2 ....................................................................................................................................... 12
Create a New Qlik Sense Application ................................................................................................................................ 12
Load in data ....................................................................................................................................................................... 13
Load More Data from More Sources ................................................................................................................................ 15
Associate your data ........................................................................................................................................................... 17
Add further fields to your data ......................................................................................................................................... 19
View the Data Model ........................................................................................................................................................ 19
EXERCISE 3 ....................................................................................................................................... 20
Visualise your world .......................................................................................................................................................... 20
EXERCISE 4 ....................................................................................................................................... 24
Create Your First Dashboard ............................................................................................................................................. 24
Create Measures in the master list ................................................................................................................................... 25
EXERCISE 5 ....................................................................................................................................... 28
Create Bar Chart................................................................................................................................................................ 28
EXERCISE 6 ....................................................................................................................................... 31
Create a Map ..................................................................................................................................................................... 31
EXERCISE 7 ....................................................................................................................................... 33
Create Dimensions in the master list ................................................................................................................................ 33
EXERCISE 8 ....................................................................................................................................... 34
Create a Scatter Chart ....................................................................................................................................................... 34
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Create a Line Chart............................................................................................................................................................ 35

Create a Tree Map ............................................................................................................................................................ 37
EXERCISE 9 ....................................................................................................................................... 39
Create a Details Sheet ....................................................................................................................................................... 39
Part 3: Enhance Your Application and Data Model ............................................................................ 43
EXERCISE 10 ..................................................................................................................................... 43
Time Aware Chart ............................................................................................................................................................. 43
EXERCISE 11 ..................................................................................................................................... 47
Data Load Editor................................................................................................................................................................ 47
Part 4: Additional Topics ..................................................................................................................50
EXERCISE 12 ..................................................................................................................................... 50
Create a Story.................................................................................................................................................................... 50
EXERCISE 13 ..................................................................................................................................... 56
App Styling and Branding .................................................................................................................................................. 56
Next Steps: ...................................................................................................................................... 59
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What is Qlik Sense

Qlik Sense is Qliks next-generation visual analytics platform that empowers everyone to see the whole story that lives
within their data.
It supports the full spectrum of BI use cases including self-service visualization, guided analytics apps and dashboards,
custom and embedded analytics, and reporting, all within a governed framework that offers enterprise scalability and
trust for IT.
With the patented QIX Associative Data Indexing engine at its core Qlik Sense delivers:
Self-service visualization and discovery

Associative model
Smart visualizations
Self-service creation
Sharing of knowledge and insights
Centralized sharing and collaboration
Data storytelling and reporting
Anywhere, anytime mobility
A platform for the entire enterprise
Customization and extension
Data preparation and integration
Enterprise scalability and governance
Product Editions
Qlik Sense Qlik Sense Qlik Sense

Desktop Cloud Enterprise
Creation and sharing of analytics
Installed, standalone Windows Full version of Qlik Sense
in the cloud
version of Qlik Sense
Sharing of apps created with Qlik On premise and private cloud
Includes all user experience
Sense Desktop deployment
capabilities for consumption and
Fully interactive search and All user experience capabilities in
creation of visualizations
exploration a single unified client
Local file sharing
Access on any device including Collaboration and mobility
Export to Qlik Sense Cloud for
mobile devices capabilities
sharing
Qlik Sense Cloud Plus offers APIs for development, extension,
Free download, no limits on apps
unlimited sharing, expanded and embedded analytics
or sharing restrictions
storage, and more data for a Robust set of enterprise
subscription governance capabilities
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Workshop Objectives
This workshop is designed to introduce you to Qlik Sense and provide step-by-step introductions on how to build your
first Qlik Sense application. The application that we will be building within this workshop will look like the below image
and it will help answer questions around specific KPIs such as but not limited to:
How many customers do we have in various countries?

What do our sales look like across all the cities/countries we sell our product into?
What does our sales performance look like over time?
What are our most profitable products?
Which geographic locations have the highest concentration of sales?
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Workshop Pre-Requisites
The practical exercises during this workshop can be completed using Qlik Sense Cloud, Qlik Sense Desktop or Qlik Sense
Enterprise. The instructions are tailored for Qlik Sense Cloud however instruction for Qlik Sense Desktop are given where
appropriate.
Register for Qlik Sense Cloud

You can register for a free Qlik Sense Cloud account
from www.qlikcloud.com. Once registered Log in to
access the latest version of Qlik Sense, create fully
interactive Qlik Sense apps and publish them to
shared streams for up to 5 other users to access.
Qlik Sense Cloud requires no software download or

installation. Once registered you can simply access
through a browser. The finished application needs to
be uploaded to your account and the data files used
during the exercise need to be imported.
alternatively
Download and Install Qlik Sense Desktop

The free version of Qlik Sense Desktop can be used in
this workshop. To download Qlik Sense Desktop, go
to:
http://www.qlik.com/us/try-or-buy/download-qlik-
sense
and follow the instructions to register, download, and
install. A 64-bit Windows OS is required for this
workshop.
Launch & Login to Qlik Sense Desktop

1. From the Start Menu, select Start > Programs > Qlik Sense Desktop.
Before using Qlik Sense Desktop you will need to authenticate using either a Qlik Account or using Qlik Sense Enterprise
(when configured). For this workshop well be using Qlik Accounts.
Once registered use your QlikID and password to login to Qlik Sense Desktop.
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Setup
You will be using these files available in the QlikSenseWorkshop.zip file during the workshop.
1. Extract the QlikSenseWorkshop.zip folder into a folder on your machine. You will see the following directories: Commented [SS1]: A number of attendees missed the extract
step and had issues later trying to reference compressed files
o Apps
o Data
o Images
Cloud Users
2. From My Work press New app and then drag and drop the Qlik Sense Workshop QVF file from /Apps folder onto
the panel
Desktop Users
3. Navigate to the C:\Users\<username>\Documents\Qlik\Sense folder and view the contents. Some of these folders
are where you will copy the workshop files.
4. Copy the QVF file in the /Apps folder from the ZIP file and place it under ..\Documents\Qlik\Sense\Apps
5. Copy the image files within the /Images folder from the ZIP file and place them under
..\Documents\Qlik\Sense\Content\Default\Images\Workshop.
o Note that the Images\Workshop folders do not exist by default and needs to be manually created. For the
images to appear, close and reopen Qlik Sense. Commented [SS2]: Best to guide the group through this step
by step in order to proceed quickly into the workshop
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Part 1: Preview the Finished Application
EXERCISE 1
In this first section, you will preview the finished Qlik Sense application and learn how to interact with it.
1. From Qlik Sense Cloud, in My work, open Qlik Sense Workshop by clicking on it.
2. Click on the sheet called Association. This sheet provides a simple series of filter panes which provides a simple
visualization to highlight the relationships in the data.
Filter your data

3. Click on the different filters and notice the interactivity and associations among the data.
Green denotes that a value has been selected, white shows the associative values, and gray shows where theres no
values for these given selections. This type of interactive analysis is at the heart of Qlik and this allows you to drive new
insights and make new discoveries.
4. In the top left click on the Clear all Selections button to remove your selections ( ).
Interact with your data

1. Click the top right hand drop-down that currently says Association
2. Click on the Dashboard sheet
3. In the chart entitled Customers by Location, click on the horizontal bar Australia to filter for that value. Notice
how all of the other visuals on the sheet update.
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In addition to a single selection, multiple selections can be made by highlighting multiple values.
4. On the Scatter Plot, click on the chart and notice the lasso button.
5. Click on the Lasso and circle a selection of values.
Search for data
6. Clear current selections. In the top right corner, click on the Search icon.
7. Type in Shoes. Notice all of the data fields that come up that meet that requirement. Note also that visualisations
which give information related to Shoes is also displayed. Type Shoes Treemap to search for this visualization.
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8. Click one of these search results in Apply a selection and notice the application update.
9. In the top right hand corner, click on the global selector icon. . The global selector allows you to filter on any
value that appears in your data set. Click on a few values. Also notice the effect of toggling Show fields. Click back
on the global selector icon to see these filters applied.
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10. Clear all selections.

11. You can also do more complex searches, such as:
a. In the top right corner, click on the Search icon.

b. Type in (without the quotes) babywear joan 2016. Notice how Sense makes the suggestion to select Joan
Callins and even the year. This is part of the Smart Search capabilities. Select the first suggestion in the list
in the gray bar to see all babywear sold by Joan Callins in 2016. What were her target markets in 2016?
CLOSE and EXIT the Qlik Sense Workshop completed application
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Part 2: Connect to Data and Build a Simple Application
EXERCISE 2
In this first section, you will build a simple Qlik Sense application from multiple data sources and produce visualisations
to answer some key business questions.
Create a New Qlik Sense Application

1. If not already Login to Qlik Sense Cloud or launch Qlik Sense Desktop.
2. From My Work select Create app and call this My First App
3. Hit Create app
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Load in data
Before you can create visuals, you will need to provide Qlik Sense with data. To quickly load data, you will use the Add
data option which invokes the Data Manager. You can also add data by dragging-and-dropping the data files into your
Qlik Sense Window.
Add Data (Data Manager) - You can add data from your own data sources, or from other sources such as Qlik
DataMarket, without learning a script language. Data selections can be edited, and you can get assistance with
creating data associations in your data model.
Data load editor - You can build a data model with ETL (Extract, Transform & Load) processes using the Qlik Sense
data load script language. The script language is powerful and enables you to perform complex transformations and
creating a scalable data model.
1. Locate the CustomerData.xlsx from the /Qlik Sense Workshop/Data folder (see Setup for location).
2. Drag-and-drop the CustomerData.xlsx file directly on to the app window as shown below.
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3. You will now see the Select data dialog. This dialog lets us select which fields to load in, set a header size, select
tables, etc.
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The data shown on this dialog is the data from the Excel worksheet CustomerData. The Fields are the column from the
spreadsheet. If we didnt want to load some of the fields we could just untick the boxes by the fields we dont want to
load. For now, well use all the data in the file.
4. Click Prepare Data. This option will analyse the data youre about to load to recognize any Datetime or Geospatial Commented [SS3]: Note this is a change from previous
versions. We run Prepare Data to recognize the City/Country fields
information and profile it ready for associating with any other sources of data you have. as Geospatial data.
You can preview the data by clicking the bubble (in Associations view) or tile (in Tables view). You can also Edit the table
from the pencil icon to rename, remove or add fields. You can also see what information has been recognized as Geo or
Datetime by the icons at the top of each column
5. After reviewing the data to your satisfaction hit
6. When the load has finished, click Close. You have just loaded your first data set into Qlik Sense!
Load More Data from More Sources

If we only had one source of data we could begin building our application. However it is common for analysis to require
information from several disparate sources. Well add some more data to the application.
7. Select the Tables view in Data Manager

If youre not in Data Manager click on Navigation (the compass icon in the top left
corner) and select the Data Manager option.
8. Click on the Add Data Tile.
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9. In Qlik Sense Cloud you can utilize personal files (those loaded via import into My Data Files) or attach further files
to the app.
In Desktop notice that there are options here for you to select data from existing connections, wizards to connect to
common data sources (such as SQL Server, Oracle, Excel) and establish ODBC, OLE DB and REST connections, as well
as the ability to augment your data with datasets available from our data as a service, Qlik DataMarket.
10. In Qlik Sense Cloud lets use Attach file and drag and drop FurtherData.xlsx into our application.
11. On the left side of the screen, select all of the worksheet tables (Orders, Categories, Products, Suppliers,
Employees) Commented [SS4]: It is a common mistake to miss this
selection in which case only the first table Orders is selected
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12. Click Prepare Data. This takes us back into the Data Manager window. Notice that the tables we just added are in a
Pending state, which allows us to make some changes before we complete the load.
13. Click on the Associations button in the top right of the window, as shown below.
Associate your data

14. If we had simply clicked on Load Data and Finish then Qlik would have used its default process for linking tables (ie.
if two columns are named the same, then the assumption is that they are a key pair).
By clicking on Prepare Data instead we get the opportunity to define the links manually using the bubbles
interface.
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Each table is represented by a bubble. The size indicates the number of rows in the table.
Click on a bubble to preview the data in that table.
Click and hold to see which tables are a good association, based on the data profiled, indicated by the
colouring.
Drag one bubble on top of another to link the tables. You can also pull them apart to break an association.
Click on the link between two tables to view the field(s) that Qlik has used to join any pair
Click on the link button (see below) to manually edit a link and define your own field pairs
15. Drag the table bubbles onto each other to create the data model as shown in the screen shot above. At anytime you
can opt to use all recommendations by clicking the wand icon.
16. Now click on the Tables button at the top right. Before we load the data we can edit the content of any of the tables
by clicking on the edit icon that appears when you hover over a table or click on it (see below).
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17. Click on the icon to edit the Orders table. Notice that Qlik has detected this table contains date information in the
OrderDate field, as indicated by the icon above the field (see image below).
Add further fields to your data

In the table edit dialog you can change the table or column names, and even add new columns that are created from the
data. Were going to add a calculated field for the Profit on each transaction.
18. Add field UnitCost. Use the Expression Editor to calculate this value as Costs/Quantity.
19. Click on the X to close the table edit window and return to the Data Manager screen.
20. Now click on the Load Data button to complete loading the remaining tables into the Qlik Sense data model. Click
either Edit the Sheet or Close once the data load has completed.
View the Data Model

21. You can also view the data model that was formed by the load using the data model viewer. Click on Navigation (the
compass icon) and then select Data model viewer. This view provides a more technical view of the data, providing
useful meta data associated with each table and field, which is displayed as you select each item.
22. (For Desktop Save your application)

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EXERCISE 3
Visualise your world
23. Lets begin building some visualizations of our data. Click on the compass icon in the top left again and this time
select App Overview
Validate your Data Model

When combining multiple data sources, it is important to perform some basic checks to ensure that the links between
the tables are working as you expect them to. This can be easily done by placing a field from each table onto a sheet and
then making some selections in the fields. You should see values across the tables update in Green, White and Grey to
highlight the associations in the data.
1. Within the App Overview, click on My new sheet. Click the Edit button on the top right corner. The sheet will now
display in Edit mode. An orange grid is displayed on the canvas allowing you to place items dropped onto the sheet.
On the left hand menu, you will see several links to sections of the design toolbox. These are shown below.
Charts: A listing of different visuals that are

supported out of the box in Qlik Sense
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Custom Objects: Available in Qlik Sense Desktop

and Enterprise, new visualisations can be added
with extensions and widgets. Any available widgets
and extensions will be displayed under this section.
Master Items: Reusable objects (Dimensions,

Measures, and Visualizations) that you can reuse
throughout the application. As we go through the
workshop, you will see how this can save a lot of
time and effort to avoid building the same or
similar calculations and visuals each time.
At this point, you have not created any Master

items, so this menu will be blank.
Fields: The complete list of fields and tables in your

data model are listed here. You can use them in
your visualisations as dimensions and measures,
but usually it is better to create master items
instead. These are discussed later.
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2. From the fields list, we will now drag a field onto the sheet from each of the tables. Use the table drop down list to
filter the list of fields according to each table. Add the following fields to the sheet (note that we will not add a field
from the orders table yet):
Category
Customer
EmployeeName
Product
Supplier
3. Click on the Done button to toggle out of edit mode. Now select some values in the various fields that we just added
to the sheet. If you see field values update in green, white and grey across all fields then that implies that our links
are working correctly. (See example below)
4. We now want to validate that the Orders data is correctly linked to our other tables. The Orders table contains
mostly ID fields and quantitative data. We can validate that the Orders data is correctly linked by adding a KPI object
to the sheet. A KPI object displays the results of an expression calculated across the data. Click on the Edit button
once again.
5. Using your mouse drag the corners of the existing filter panes to make some space on the sheet on the right.
6. From the list of charts in the toolbox in the left hand pane, drag the KPI object into the available space on the sheet.
With the KPI object still selected you will be instructed to Add measure. Click on this button, type or scroll down for
Sales, then choose Sum(Sales) as the aggregation.
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7. The KPI object will now display the results of the calculation.
8. Note that the panel on the right of the screen allows you to access a number of properties for the object selected (in
this case the #KPI object). Expand the Data/Measures/Sum(Sales) property and change the label to Total Sales.
9. Click on Done to toggle out of Edit mode and make some selection in the fields. The KPI object should update to
show total sales for whatever your selections are. This implies that your data model is working fine.
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EXERCISE 4
Create Your First Dashboard
Now that you have successfully loaded and validated your data, we will start to build a dashboard to explore the data.
We will begin by creating a new dashboard sheet and adding some KPI objects at the top of the sheet for performance
monitoring.
1. Click on the sheet list drop down and then click on Create New Sheet, as per the image below. Type the name
Dashboard into the dialog and then open the new sheet by clicking on it.
2. Activate Edit mode and from the Chart Objects section on the left, select the Charts tab and drag three KPI
objects to the top of the sheet as shown below.
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Create Measures in the master list

3. Previously we created the calculation in the KPI object by using the Sales field from the list of fields in the data
model. This time we will add our measures to the master items list first.
One major benefit of this approach is that it offers a central place where calculations can be defined and
maintained. You then do not need to create the same expression over and over if it is used in multiple
charts.
Another major benefit is that when deploying your application on Qlik Sense Enterprise, other users will be
able to build their own content with the pre-defined expressions, thus ensuring that the correct calculations
are being used even for self-service creation of content.
Many fields in the data model may be irrelevant to users who wish to build their own content. A subset of
fields in the data model can be exposed to your users to simplify creation of self-service content.
These are the steps to create the master item expressions we need for our KPI objects:
a. Click on the Master Items section of the toolbox, and then click on the Measures section.
b. Click on the Create New button.
c. A dialog box will open entitled Create new measure. An expression can be typed directly into the expression
dialog, however you can build the required formula using the expression editor via the fx link in the bottom
right of the field as shown below.
d. The expression editor will provide syntax checking and color coding of functions and fields. You can also use
the expression builder on the right hand side to insert expressions using basic aggregation functions. Create
the expression Sum(Sales) as indicated below.
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e. Click on Apply to return to the Create new measure dialog.
f. Give the new measure a name such as Total Sales. We can also add a Description and assign a Color value to
this measure, which will be used as the default color for this measure in any visualisations. Finally you can
add any number of tags to this measure to help identify related information.
g. Once completed click on Create.
4. Repeat the above steps to create a measure titled Total Costs using the expression Sum(Costs)
5. Repeat the above steps to create a measure titled Margin% using the expression Sum(Profit) / Sum(Sales)
6. Repeat the above steps to create a measure titled Average Cost per Unit using the expression Avg(UnitCost)
7. Now adding the measures to the KPI objects is as simple as dragging them from the master items list onto the
KPI objects on the sheet, as indicated in the screen shot below.
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Properties Pane: On the right-hand side, the properties pane will be shown whenever an object is selected. The
properties pane allows you to control the behavior, formatting, and appearance of the visual.
8. In the properties of each KPI object, set the relevant formatting options to control how the number will be
displayed to the user.
9. Click Done to exit Edit mode
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EXERCISE 5
Create Bar Chart
We will now add our first chart to the sheet. A good place to start when deciding what to display in our charts is to ask
what sort of questions our users will ask of the data.
Question to Answer: Which country has the most customers?

1. From Edit mode, in the Objects section on the left, select the Charts tab and drag-and-drop a bar chart onto the
canvas.
2. When configuring the chart, you can either use the buttons on the chart object or the properties pane of the
chart to add the required number of dimensions and measures. Click Add Dimension and select Country.
Note that as you type in text the available fields are filtered, and that Country is displayed with a world icon
indicating it can be used for map object
3. In this case we are going to add the measure directly into the chart rather than create a new measure in the list
of master items. Click Add Measure. In the search box, type in Customer, select Customer from the filtered list,
and then select count(Customer)
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4. The following visual will now appear.
5. From the right-hand menu, click on Measures and change the label from Count([Customer]) to Customers. The
allows you to put more usable names on the visual.
6. Click on Appearance > Presentation and change the orientation from Vertical to Horizontal. Based on the type
of data being presented, this different orientation may allow you to better visualize the data. Also, click on the
control to turn Value Labels on.
7. Under Appearance > Colors and legend (You may need to scroll down to see Colors and legend ) , uncheck
Auto and select to color By measure. You can change the measure to use colour to highlight another metric.
From the dropdown list choose Total Sales.
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8. Use Titles and headers on your visual to better depict what question you are looking to answer. To do this, click
on the Title and provide a name: Customers by Location
9. The location axis does not require a title, it is self-explanatory. Change the Y-axis property to show Labels only.
10. Similarly the Customers title is already included in the Main title. Change the X-axis to show Labels only.
11. Your bar chart visualisation should now look as per the example below. With just a few clicks, you were able to
identify all of your customers by country and you can see that Australia has the most customers. We can also
see from the coloring that, although having half the number of customers, Germany has the largest total sales.
12. (For Desktop Save the application)

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EXERCISE 6
Create a Map
This initial visualization immediately Lets consider a further question.
Question to Answer: Where are our largest sales?

1. From Edit mode, in the Objects section on the left, select the Charts tab and drag-and-drop a Map onto the
canvas to the right of the existing bar chart.
2. Click Add Dimension. The fields available for Geospatial data will be shown - select City Cities have been
recognised as point references so a point map is displayed.
3. Although useful to know in which cities are stores are located it would be beneficial to get further information
from this chart.
4. Color the map by Total Sales drag Total Sales from your Master Items/Measures onto the map and Add Total
Sales. Note that the bubbles have now changed in size according to the Sales in each City.
5. Lets differentiate the bubbles further by applying color. We could use a different measure for the color, but in
this case well continue to use Total Sales so that we can clearly see the top performing cities by both bubble
size and color intensity. Drag Total Sales again onto the map and this time choose Color by Total Sales
6. In the Properties Panel under Data / Point layer / Measure change the Bubble size range so that more
appropriate bubbles are displayed.
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7. Click Done. Youve created a map showing geographically your Sales by City
You now have a pretty good looking dashboard with several different objects! You may be thinking how do I wire them
together? Do I now need to write some code to get each of these objects to work with each other? The good news is no!
Because of Qliks associative model these objects already work with each other.
Try this out! Select Australia from the bar chart. You will see immediately that the KPIs update to show you Sales, Costs
and Margin relevant to Australia. You will also notice the map update to focus on the cities in Australia.
Youve built a working dashboard allowing you to analyse Customers and Sales across your stores worldwide!
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Clear any selections youve made using the icon below and jump back into Edit mode.
EXERCISE 7
Now youre getting the hang of it lets add some further capability. We will expand our list of master items by adding
some fields to the list of Dimensions. This allows us to expose a subset of fields to our users
Create Dimensions in the master list

1. Click on the Master Items list and select the Dimensions sub-section
2. Click on the button to Create new dimensions.
3. In the dialog window that opens, select the Country field from the list and click on the button to Add dimension
as indicated in the image below.
4. Repeat this process to add the following fields as dimensions: Category, Customer, Product & City. Also add the
OrderDate.Date, OrderDate.Month and OrderDate.Year fields, ensuring that you rename the fields to
something more user friendly such as Order Date, Order Month & Order Year.
5. Finally, when all dimensions have been added you can close the dialog by clicking on the Done button.
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EXERCISE 8
Create a Scatter Chart
Which Product Has the Highest Sales? Which Product is the Most Profitable?
To answer these questions, you are going to want to visualize your data with two measures or calculated values. A
scatter plot chart will allow us to visualize this relationship.
1. Resize your bar chart so that it only takes up half of the screen on the left. You can do this by clicking and dragging
the chart from the edge or corner.
2. From the toolbox in the left-hand pane, select a Scatter plot and drag it onto the canvas grid area.
3. From the master list of Dimensions, drag-and-drop Product onto the Scatter Plot. Ensure the drop zone
encompasses the entire scatter plot or else Product will be dropped next to the chart as a filter object. If this
happens use the undo button at the bottom
4. From the master list of Measures, drag the Total Sales and Margin % measures onto the chart. The chart object
should look like this so far:
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5. In the Properties pane, adjust the number formatting for the Margin% measures. Add a title to the chart such as
Product Profitability
You can now very easily identify your highest selling product as well as your most profitable ones.
Create a Line Chart

Which Month typically has the Highest Sales?
1. Without resizing the map object drag a Line Chart into an area at the bottom half of the map. Notice that a shaded
area is shown, indicating that the new chart will be placed there. Drop the Line Chart object into position and the
map will automatically move upwards.
2. From the master list of dimensions, drag-and-drop Order Month onto the line chart.
3. From the master items list of Measures, drag-and-drop Total Sales onto the chart.
4. Change the Sort order via the Properties pane. Note that Months can be sorted
numerically to ensure that they appear in the correct order, even though the display
shows the Month description. This is because Months are held in dual format which
has both a numeric and text component.
5. You now will have a chart that displays the total sales dollars for each month across
all years. But we would like to see how each year compares to the other. To do this
we can drag a second dimension onto the chart. Now Add Order Year to the line
chart by dragging it across from the master items ist of dimensions.
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6. Edit the chart properties to Show Data Points (from Appearance/Presentation) and include a title of Sales Trend
(Appearance/General).
In this visual, you can see how sales are the highest in June and are historically lower in the beginning and end of the
Year. This answers the question we posed for this chart at the start of the exercise.
7. In order to give the user the ability to display this chart with measures other than
Total Sales, we can add Alternative Measures to the chart.
a. In the properties panel of the chart, expand the data section.
b. Click on the button to add Alternative Measures, as shown in the image
c. Add Total Costs and Average Cost per Unit to the list of Alternative
Measures
8. Click Done to toggle out of Edit mode.
9. Note that you can now change the measure that is displayed in the chart by selecting it from the list on the chart
axis.
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Create a Tree Map

Which Product drives the most sales in each category?
1. Re-size the Scatter and Line charts to be inline with the KPI objects, leaving space to the right.
2. From the Charts section, drag-and-drop a TreeMap into this space.
3. Drag-and-drop Category and Product onto the Treemap from the Dimension master items.
4. Drag-and-drop Total Sales from the Measure master items.
5. Add a title to the chart of Category Sales
6. Click Done. The dashboard should appear as follows:
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From the treemap, you can see that Womens Wear is the biggest seller and Minnki Palsii is the product that is driving
the sales in this category.
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EXERCISE 9
Create a Details Sheet
Often it is useful to have a details sheet, where a table displays individual rows of data that make up the application.
Then when the user has followed a line of enquiry to identify a specific sub-set of data they are interested in, they can
access the details of those records on this sheet.
1. Click on the drop down that lists the various sheets, and then click on the button to add a new sheet. Give the
new sheet a name such as Details.
2. Open the new sheet in Edit mode and from the list of chart objects, drag a Table object onto the sheet.
3. From the list of fields, drag the following onto the table object; OrderID, OrderDate, Quantity. When you are
prompted, click to Add each field to the table object.
4. From the list of Dimensions in the master list, drag the following onto the table object; Customer, Product.
5. From the list of Measures in the master list, drag the following onto the table object; Total Sales, Margin %.
6. Format the measures appropriately as Money and a percent.
7. Reorganise the order of the columns by dragging one above the other in the properties pane. Format the
measures so that your table looks like the example below.
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A standard table is always useful for row-level information but a pivot table can be more helpful during analysis. Lets
create one
8. Reduce the size of the details table to create room for the pivot table.
9. Rather than create this table from scratch were going to re-use the existing table. Copy the existing table and
paste into the space youve just created.
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10. From the Charts menu drag and drop Pivot table onto this table. Choose Convert to: Pivot table.
11. Well use this pivot chart to see all of the orders for Sydney in Aug 2016. Click on Done. From the OrderDate
drop down we can use an Expression seach. Type in >=01-08-2016<=31-08-2016. This gives us all the orders in
August.
12. The city is not included on this sheet. When we cant find something we naturally search for it. Not only does the
search look for data it finds relevant visualisations which may help in what Im looking for. In this case I just want
to add the City of Sydney to my selections.
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13. The Pivot chart now shows me the 10 orders made from our Sydney store during August of 2016. I want to see
these broken down primarily by Product. Drag Product to be the first item in the list. I also want to see a
breakdown of these measures for each customer drag Customer to the Measures section.
What were the Total Sales of the Terence Top to the Marvin Group in August 2016, and how did these
compare to other sales that month?
14. Our manager has asked for some detail which we can provide via the Pivot table. Make the selections and print
the report to send to him. Right click and Export to PDF.
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Optional Exercise Steps

Part 3: Enhance Your Application and Data Model
So far, you have built a simple, but very powerful application within Qlik Sense. In the third section, you will begin to use
more advanced functionality to learn how to leverage other types of data sources, to further enhance your application,
and to extend your application.
EXERCISE 10
Time Aware Chart
With large volumes of time series data it is often useful to see the full trend rather than any aggregation. In this exercise
we will create a time aware chart showing the sale by orders.
What has my sales history looked like over time?

1. From the App Navigation or Sheet Navigation page create a new Sheet and call is Sales Analysis
2. Drag and Drop a Line Chart from the Charts menu onto the Canvas and Add dimension of OrderDate with the
Measure of Total Sales.
3. Click on Done
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We now have a time-aware chart in which we can identify key big sales (spikes). Select 2016 from the axis to drill
further. Select a section from the intelligent scroll and move this to see the months in more detail.
4. Go back to Edit mode. From the properties panel on this chart. Select Appearance/X-axis: OrderDate, toggle the
Continuous switch and remove the Use continuous scale. Notice the difference in the chart.
5. Add Total Costs to the chart and convert it to a bar chart. Note that the colors applied to these measures are the
same as those we originally assigned and are consistent with the colors used in the KPI objects.
6. Using the Undo button return back to the original line chart.
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Its often useful, especially with financial applications, to highlight measures such as Year to Date and Month to Date
values, and compare these with previous values to see how were tracking
7. Well add some MTD and YTD figures. In Edit mode create some space at the top of the screen.
8. From Fields right click Sales and select Create Calendar Measures
9. Here you can create further master measures for dates in your model. Use the selection screen to create SUM
Sales YTD fields and SUM Sales MTD fields
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10. Note that now we have a number of new master measures. Lets use these in KPI objects to show the YTD and
MTD figures, alongside comparisons to previous periods.
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EXERCISE 11
Data Load Editor
In this workshop so far, you have been leveraging data from simple file-based sources and the quick drag-and-drop data
load has made this experience easy and intuitive for the novice user. However, in many situations, data needs to be
obtained from a variety of sources, it may require interpretation or cleansing before its truly useful. Qlik gives you the
power to be able to complete the necessary transformations and processes without having to request changes to the
source.
The Data load editor is used to connect to various data sources, load the data, and transform the data into a consistent
and usable format for Business Discovery applications. In this exercise, the Load Script will be used to:
Generating an inline table to specify my own product grouping

Joining this table to the existing data model
Re-loading the data
To open the data editor:

1. From the Navigation icon (in the top left-corner) select Data load editor.
2. The following window will open:
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System Variables appear by default at the top of the Load Script. These are generated from the locale and regional
settings on the machine or server.
Auto-generated section note that an Auto-generated section has been created which contains all the code necessary
to create the existing data model. This has been automatically created for you by using the Data Manager no need to
code!
Data connections to work with data sources you can define new connections here in the
Data load editor. Once youve established any connections you can then select relevant data
from that connection using the icon
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Now we will create a new inline table to further categorise our products
3. Create a new script section by clicking the + at the top of the left hand panel. Call this GroupCategories
4. Insert the following code which will create a table with the values from the existing Category table and our
additional new groups. More detail on how to generate script is covered in our training courses.
GroupCategories:
LOAD * Inline
[
Category, Group
Babywear, Clothing
Bath Clothes, Sportswear
Childrens wear, Clothing
LadiesFootwear, Footwear
Mens Clothes, Clothing
Mens Footwear, Footwear
Sportwear, Sportswear
Womens wear, Clothing
];
5. Hit Load data , close the subsequent progress window and navigate to the Data model viewer. Note that we have a
new table in the model, GroupCategories, which is associated to the Categories table. You can see how Qlik Sense
automatically associates the data together based off of common column names and keys.
6. On a new sheet create a pie chart and Add dimension of Group. Add the measure of Total Sales. We now have the
Sales of the company broken down by our own Group definition.
7. (For Desktop click Save)
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Part 4: Additional Topics

In the fourth section, we will introduce additional functionality to further enhance and extend your application.
EXERCISE 12
Create a Story
Even during the build of an application you are no doubt already analyzing your data and finding new insights.
Commonly we will want to share these insights with others and persuade them of your findings. An effective way to do
this is through Data Storytelling.
Stories allow you to take snapshots of your analysis as you explore the data, and piece this together, along with
narrative, highlighting and symbols, to explain your findings.
To do this:
1. From the Stories icon, select Create New Story and enter a name for the story such as: Sales Analysis
2. Return to the sheets and choose the Dashboard.
Page 50 of 60
3. Hover over Customers by Country and select Take snapshot via Camera icon.
A snapshot becomes a view of this visual that can then be used in your story. These snapshots can include different
filters and selections to compare. For example, the first snapshot is showing the summary visual, while the other
visual can be a drill down for a specific country.
4. Click on AUSTRALIA to filter.
5. Right-click on the Map and select Take Snapshot. You can also record an annotation as you take the snapshot.
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6. Open the Story by clicking on the Story icon. Click on your Sales Analysis story. This will launch the Story Editor.
7. Click on the Snapshot library icon on the right
8. From the Snapshot library , drag-and-drop the snapshots onto the canvas and place them as follows:
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9. Click the Effects icon, and drag the Highest value from the Effect Library onto the Bar Chart. It will auto-highlight
Australia.
The effects icon allows you to highlight specific pieces of information to easily draw the users attention to the story
that youre looking to convey.
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10. Use text button to drag on paragraphs or titles as well as the icons button to drag on shapes to create a slide that
looks like the image below.
11. Use the + button in the bottom left to add a new Sheet. Add further snapshots to develop your story.
12. Click the green Play icon and click through the story. You can use the < and > arrow keys to move slides
backward and forward, or click on the in the circle to reveal the navigation and ability to Export your story to
Powerpoint or PDF.
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You can also export your story through the options menu
13. Whilst in Story mode you may well be questioned on the data presented. In order to answer these questions
immediately you can right-click and choose Go To Source which will take you back into the analytical application,
with the relevant selections in play when you took the snapshot, to analyse the data further and resolve the issue,
before returning to your story.
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EXERCISE 13
App Styling and Branding
Lets add some zing to your application. You can apply imagery and styling to your application in order to adhere to
corporate brands or add some visual appeal. Firstly well add some icons to our KPIs
1. From the Dashboard sheet, go to Edit mode.

2. Create some space next to the KPI objects and insert a Text and Image object from the Charts menu
3. From the Properties Panel/Appearance/Background image click on the Image icon
4. If you already have used images in this application you can choose one here.
Alternatively select Upload Media from the bottom.
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5. Drag and Drop image files from the /Qlik Sense Workshop/Images folder into the app
6. Select Sales.png and change the sizing to Always Fit
7. Copy and Paste this object next to the Total Costs KPI. Edit the image and select Costs.png
8. Repeat this step for the Margin KPI using the Profit.png
9. Click on Done. We now have some relevant icons placed next to each KPI.
10. From the Navigation icon choose App Overview click on App options
11. Under Sheet title styling change the background color to fade from blue to white
12. Choose White as the Font color
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13. Close via the X and open up the Dashboard which should now look like the following
Congratulations on building your first complete Dashboard in Qlik Sense! Easy wasnt it?
Page 58 of 60
Next Steps:
Webinar
Watch this 1 hour webinar to learn how to get started using Qlik
Sense.
Qlik Sense Webinar
Demos
Download free Qlik Sense applications on a
variety of business and lifestyle topics.
Visit the Demo Page to download now.
Community
Whether they are functionality or technical concerns, you are
sure to get speedy results from one of our thousands of Qlik
experts. Questions may be answered by both external Qlik
experts and or internal Qlik employees.
Check out the New to Qlik Sense page
YouTube
Scores of helpful video content including
tutorials, webinars and the latest from Qlik
Check out the New to Qlik Sense Videos.
Page 59 of 60
Product Help
As well as contextual help available from within Qlik Sense you
can access our help site directly to find further information,
including Tutorials, Videos, Guides
Qlik Sense Desktop

Build bigger and bolder apps with Qlik Sense Desktop
Try out extensions and the dev-hub
Qlik Branch
Talking of extensions, find many of them on our
developer site!
Qlik Continuous Classroom

Choose what you want to learn, when you want, with Qlik Continuous Classroom. Try it for FREE
Page 60 of 60

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for Beginners

Build Your First Qlik Sense Application

Last Modified by: Al Lanfear

Last Modified Date: 18-Oct-17

Create a Line Chart............................................................................................................................................................ 35

What is Qlik Sense

Self-service visualization and discovery

Qlik Sense Qlik Sense Qlik Sense

How many customers do we have in various countries?

Register for Qlik Sense Cloud

Qlik Sense Cloud requires no software download or

Download and Install Qlik Sense Desktop

Launch & Login to Qlik Sense Desktop

Part 1: Preview the Finished Application

Filter your data

Interact with your data

Search for data

10. Clear all selections.

a. In the top right corner, click on the Search icon.

CLOSE and EXIT the Qlik Sense Workshop completed application

Part 2: Connect to Data and Build a Simple Application

Create a New Qlik Sense Application

5. After reviewing the data to your satisfaction hit

Load More Data from More Sources

7. Select the Tables view in Data Manager

8. Click on the Add Data Tile.

Associate your data

Add further fields to your data

View the Data Model

22. (For Desktop Save your application)

Validate your Data Model

Charts: A listing of different visuals that are

Custom Objects: Available in Qlik Sense Desktop

Master Items: Reusable objects (Dimensions,

At this point, you have not created any Master

Fields: The complete list of fields and tables in your

10. (For Desktop Save your application)

Create Measures in the master list

b. Click on the Create New button.

e. Click on Apply to return to the Create new measure dialog.

g. Once completed click on Create.

9. Click Done to exit Edit mode

10. (For Desktop Save your application)

Question to Answer: Which country has the most customers?

4. The following visual will now appear.

12. (For Desktop Save the application)

Question to Answer: Where are our largest sales?

Create Dimensions in the master list

2. Click on the button to Create new dimensions.

Create a Line Chart

8. Click Done to toggle out of Edit mode.

Create a Tree Map

2. From the Charts section, drag-and-drop a TreeMap into this space.

4. Drag-and-drop Total Sales from the Measure master items.

5. Add a title to the chart of Category Sales

6. Click Done. The dashboard should appear as follows:

7. (For Desktop Save your application)

6. Format the measures appropriately as Money and a percent.

Optional Exercise Steps

What has my sales history looked like over time?

Generating an inline table to specify my own product grouping

To open the data editor:

2. The following window will open:

7. (For Desktop click Save)