planning suite overview

Budget initialization

Smart data entry

Adjustments & Allocations

Simulation

Modeling and configuration

Workflow

KliqPlan©

KliqPlan©

KliqCalc©

KliqPlan©

KliqTable©

KliqCalc©

KliqPlan©

P&L, Balance sheet

KliqPlan©

KliqPlan©

KliqCalc©

KliqTable©

KliqObjects© : take a tour in the Planning Suite!

KliqPlan©

version 3

Smart data-entry for Budgeting & Planning in QlikView

KliqPlan© within your QlikView © documents

KliqPlan is an Extension Object that allows performing data-entry from within QlikView

and directly reloaded in all KliqObjects

KliqPlan© - Direct Access Architecture

RDBMS

Web Service

Data inputed in KliqPlan are saved to a relational database (OLEDB)

2 Properties setting

1New Sheet Object :Just Drag&Drop to insert KliqPlan

3

Ready to go!

KliqPlan© as easy as QlikView© !

KliqPlan© within your QlikView © documents

Smart data-entry

Audit trails

Smart Paste

WorkFlow

Cells locking

Blocked totals

Data spread&break

-back

• Rows and columns reflect the current selection• Leverage Set Analysis to dynamically filter a document section

based on the current KliqPlan row

KliqPlan© - Full QlikView synchronisation

Set Analysis objects

=150

+50

%10

Data Input, spread shortcuts, copy values and distribution

KliqPlan© - Smart Data Entry

Check box

List box Icons

Enter the new total (row, column or grand total) to spread it back automatically. Work at an aggregate level with hierarchy-based top-down spread.

KliqPlan© - Spread-back, Break-back

Use a QlikView expression to point at a base

KliqPlan© - Base your budget on existing data

basePrevious Year

Forecast

Difference = 150,000

Variance = 14

Enter the difference or the % variance to recalculate the input

KliqPlan©

$

$

input

Save

$ $ $ $

% % % % %

Hierarchies Drivers

Build the Allocation logic

Detail level allocation

Aggregated input

Essential ingredient for :• Activity Based Costing• Driver-based Planning• Top-down Budgeting• Cost Analysis• Sales Targeting• Simulation models

KliqPlan© - Dynamic Allocations

KliqCalc©

KliqPlan© - Smart Paste from Excel

P1P2P3P4

40

2 5

M1 M2 M3

M1 M2 M1 M2P1 10 10 P2 1 1 5P1 10 10

M1 M2 M1 M2P1 3 10 P3 2 7 2 7

P1P2P3P4

53

2 5

4 14

M1 M2 M3

12Copy, Ʃn(P,M), Paste =replace

AggregationAggregation & ConsolidationCopy, Ʃn(P,M), Paste = add

Budget 2013

Base expression = sales Y-1 Sales 2013+

smart data entry

KliqPlan

New products

+ smart paste

+ smart data entry

Create new product

KliqTable

QV Reload

KliqPlan© - ...for an easy Budget creation

Base expression = forecast

Smart Paste

New product forecast

Paste by reference

Detect code/description

Automatic transposition

Every property can be set through a QlikView expression.

KliqPlan© - Dynamic layouts!

Properties - KliqPlan

Settings

Dimensions

Expressions

InputBaseLockCalculated columns

RowColumn

WebserverBuffer Table

In the expression you can:• Use document variables to simplify maintenance• Leverage the power of Set Analysis• Use any QlikView function (e.g. QVUser, Today,

GetSelectedCount)• Manage conditions both from the document and

from the SQL tables.

KliqPlan therefore is a data-entry object whose behaviour can be dynamically set based on the context and business rules.

Aligned colors to other QlikView objects

Workflow alert by cell (eg. If adjustment...)

Recently modified cells [by] ...

KliqPlan© - More collaboration with notes & colors

QlikView expression driven notes edit mode

Comment texts stored in database

Dimensions-related comments

Linkable to workflow rules

Note highlighted & displayed in tooltip

QlikView expression driven color-coding

On/OffCell notes

Color coding

KliqPlan© - Workflow with control panel

KliqPlan© - locking rules using QlikView© Expression

eg : locking closed month while reforcasting

KliqPlan© - Audit Trail for each cell

KliqPlan recognizes and uses automatically the following fields for audit trail:

Field Name Field Type Description

kp_user Nvarchar User name

kp_created datetime2 Date/time of creation

kp_modified datetime2 Date/time of last change

Interface: automatic, based on XML files.

KliqPlan© - Dynamic localization

Data: dynamic, based on QlikView Expressions

Revision 2Product /monthBudget

Initialization

Smart Data Entry

CollaborationLocalization

Segmentation

Budgeting Session

Product Budget approved

Revision 1

Customer/monthBudgetCreate new

version

Product > Customer Explosion

Reload

ERP

SQL

Product Budget

KliqPlan©...for budgeting and planning with QlikView

KliqCalc© for a financial approach

• Driver-Based budgeting, P&L, Financial reports, Simulation…

Multi sheet, Named cells,

Cells format

Excel-compatible integrated

spreadsheet (270 functions)

Data entry

Break-BackWrite-Back

KliqCalc© - Combine Excel and QlikView power• Use a simple Excel template to design your model, including formulas• Connect cells to QlikView calculation and current selection

planning suite overview

Technology