Below screenshots are from Novecare Price Advisor tool but the guidelines apply to other QlikView dashboards such as CRM Analytics or Novecare Purchasing Assistant


Get to know your dashboard

 


A/ Filters/Dimensions available - Selection of filters and dimensions available in order to display the required information

B/ Current selection box - Displays all the selections made

C/ Navigation Buttons - Grouping of several pages containing similar or related KPIs for easy navigation

D/ Search: enables users to simultaneously search in multiple fields or all fields in the document

E/ Toolbar - Serves as a shortcut for user to navigate within page(s)

F/ Data in Table/Chart format - Data shown is displayed either in a table format or charts

 

 

Select your data

Making selections

  1. Before making any selection of dimensions, the dimension field is either in white (available data based on current selection) or grey (no available data based on current selection).
    If there are some selections made, the dimension field will change to green.

  2. Single selection (one selection of dimension at one time): simply click once on the dimension required (eg. specific Country, Manufacturing Plant, Product...).

  3. Multiple selections (select a few dimensions at one time):
    a) when dimensions are listed in orders (eg. selecting all Jaguars products): left-click on the first product and drag all the way down to the last product and release mouse button.
    b) when dimensions are not listed in orders (eg. selecting multiple Countries), click on drop down list from Country field, hold on the Ctrl key on your keyboard and start selecting the preferred Countries of your choice. After completing selection, release the Ctrl key to allow the data to be captured.

There are 2 different ways to search data in QlikView:

  1. Normal text search within each dimension field allows finding values within the specific list in question.
    Taking an example of looking for the Product "Jaguar Excel":
    - click on the field Product and type the letters "Jag..." or "Ex..."
    - the search string appears and the list will show only the Products containing the letters "Jag" or "Ex". The search string will be highlighted in the values
    - from the list, select the Product that you want. In this example will be "Jaguar Excel".

  2. In the Search field, you can simultaneously search within all fields in the dashboard. Therefore, if needed to search any values, simply type the related letters or numbers of your choice.
    - click into the search field on top left side of the page and type "Jag" (taking the same example of above)
    - the search object offers several hits for this search string grouped by the fields containing these values.
    - from the list, select the Product that you want.

 

Current Selections

After making various selections, it may be difficult to keep track on what selections you have made.

This is why QlikView has an option which helps you to track all your selections: the "Current Selections" box. It displays all the selections that you have made and enables you to amend the selections of your choice.

To display "Current Selections" box, simply click on "Filters" button. To delete a selection, click on the eraser icon next to the field name. The amend a selection, click on the arrow icon.

Bookmark

In QlikView, it is possible to save a set of selections for future use.

  1. To create a bookmark, you first need to select one or several values and then:
    - click on the Add Bookmark icon from the toolbar
    - the "Add Boomkark" dialog box appears
    - name your bookmark and tick the box "Include Selections in Bookmark" and "Include Layout State"
    - Click on OK to save the bookmark.

  2. To use a pre-registered bookmark, simply click on "Select Bookmark" in the toolbar and choose the desire bookmark from the list.


  3. To remove a bookmak, you first need to select it from the "Select Bookmark" menu in the toolbar and then:
    - click on the Remove Bookmark icon
    - click on "Remove" button

 

 Analyze the data

 

Currency and Unit of Measure

Located in the Filter bar, the Currency and Unit of Measure buttons allows you to see data in EUR or USD (Order Currency available in the "Price / Cost evolution - Analysis - Selling Prices" tab) and in KG or LB.

 

 

Sorting

Most of the dashboard columns can be sorted with ascending or descending data.

There are 2 different ways to do so:

  1. Right-click on the column header and click on "Sort". Repeat the operation to sort the data the other way.
  2. Double click on the column header. Repeat the operation to sort the data the other way.

Switch selections

The switch selection option is represented by the cyclic icon and allows the dashboard users to switch between available dimensions or measures.

By left-clicking on the cyclic, you will toggle dimension by dimension (one after the other).

By right-clicking on the cyclic, you will display the list of all available dimensions and then can select the desired dimension.

 

Export on an Excel spreadsheet

All dashboard tables can be exported on a Microsoft Excel spreadsheet.

To do so, simply right-click on any table and then click on "Send to Excel".

 

Other QlikView shortcuts

 

Clear button

Located in the toolbar, the Clear button allows you to reset all selections in one single click.

 

Back & Forward button

Located in the toolbar, the Back button brings you back to your previous selection. By clicking a second time, you can go back a step before (up to 100 steps).

The Forward button allows you to cancel the operation.

 

Lock & Unlock button

Located in the toolbar, the Lock function is useful to prevent current selections from being accidentally removed or cleared while navigating within the page.

To lock selections, click on the "Lock All Selections" icon. When Lock is activated, the selections with locked cells are blue.
To release all selections, click on the "Unlock All Selections" icon.

 

 

 

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