Henrik Steen 8-13-2014

QlikView Full Browser User Manual User Manual

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Table of Content

1 Introduction ............................................................................................................................................. 3

2 QlikView AccessPoint ........................................................................................................................... 3

3 Interface ..................................................................................................................................................... 3

3.1 Object .................................................................................................................................................. 4

3.2 Working with Objects ................................................................................................................... 4

3.3 Help ..................................................................................................................................................... 4

4 Tool Bars ................................................................................................................................................... 4

4.1 Navigation Toolbar ........................................................................................................................ 4

5 Sheet ............................................................................................................................................................ 5

6 Container ................................................................................................................................................... 5

7 Charts .......................................................................................................................................................... 6

8 Drill-down and Cyclic Groups (Dimensions) ............................................................................... 6

9 Cyclic Groups (Expressions) .............................................................................................................. 7

10 Selections .................................................................................................................................................. 7

10.1 Filters .................................................................................................................................................. 7

10.2 Right-click on Filters ..................................................................................................................... 8

10.3 Associative Search ......................................................................................................................... 9

10.4 Select in Chart .................................................................................................................................. 9

10.5 Search Object ................................................................................................................................ 10

11 Bookmarks ............................................................................................................................................. 10

11.1 Add Bookmark ............................................................................................................................. 10

11.2 Bookmark Administration ....................................................................................................... 11

12 Pivot Table ............................................................................................................................................. 12

12.1 Horizontal and Vertical Columns in a Pivot Table ......................................................... 12

12.2 Expand all/Collapse all in a Pivot Table ............................................................................. 14

13 Notes and Comments ......................................................................................................................... 14

14 Object Menu (Export Data, etc.) .................................................................................................... 14

14.1 Export Data .................................................................................................................................... 15

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14.2 Copy .................................................................................................................................................. 15

15 Chart Types ........................................................................................................................................... 15

15.1 Bar chart (incl. trellis chart) ................................................................................................... 15

15.2 Line chart ....................................................................................................................................... 16

15.3 Combo chart .................................................................................................................................. 16

15.4 Radar chart .................................................................................................................................... 17

15.5 Gauge chart .................................................................................................................................... 17

15.6 Scatter chart .................................................................................................................................. 17

15.7 Grid chart ....................................................................................................................................... 18

15.8 Pie chart .......................................................................................................................................... 18

15.9 Funnel chart .................................................................................................................................. 19

15.10 Block chart ..................................................................................................................................... 19

15.11 Straight table (incl. mini chart).............................................................................................. 19

15.12 Pivot table ...................................................................................................................................... 20

15.13 Mekko Chart .................................................................................................................................. 20

15.14 Container (contains several charts) .................................................................................... 20

15.15 List Box (with expressions) .................................................................................................... 21

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1 Introduction This document is a brief manual for QlikView Full Browser client, first and foremost written for

QlikView business users.

2 QlikView AccessPoint QlikView is accessed through a web browser (Internet Explorer, Chrome, Safari, etc.) or the QlikView

iOS application. The QlikView Plugin is only available for Internet Explorer, but the Ajax client is

available on all browser, including mobile devices.

The Full Browser client requires no installation on the client machine.

3 Interface

Object Description

Navigation Toolbar

The QlikView navigation toolbar contains buttons for the most frequently needed functions when using QlikView for analyzing data.

Sheets A QlikView document can have one or several sheets on which sheet objects are placed. Each sheet can contain many sheet objects.

Selection objects

List boxes and multi boxes are used to make selections in the document

Chart Charts and tables are sheet objects that can show numbers very compactly. It is possible e.g. to show sums of money, distributed over different fields such as year, month, account number, etc. Charts and tables can be set to display either the frequencies of different values of a field, or a calculated entity, e.g. the sum of the possible values of a field. In both cases, a certain field must be chosen as x-axis, i.e. this field will be used to label the slices of the pie, the different bars in the bar chart and the rows in the

Sheet Tool bar

Container

Selection object

Chart

Chart

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pivot table, respectively.

Container Containers can be used to group objects on the same sheet.

3.1 Object

Object is a central QlikView terms. Everything that’s visible on the sheet is an object.

List boxes, charts, icons and graphics are all objects, but different types of objects.

3.2 Working with Objects

Each object has a menu with commands, accessed by right-clicking the object. For some objects

there is more than one menu. The menu displayed depends on where in the object you right-click.

Right-click on the caption to access the standard object menu.

3.3 Help

QlikView has a built-in help where object descriptions can be found. Right-click an object and choose

“Help” to have a look at the specific help content.

4 Tool Bars There are several toolbars available in QlikView Plugin. The toolbars are shown in the top of the web

page. The user can add and remove toolbars. The most important toolbar is the navigation toolbar.

4.1 Navigation Toolbar

Command Description

Clear Clears selections (which are not locked). Clear contains a drop-down menu with additional commands

Back Reverts to the preceding logical state. Applies to value selections and all the selection commands. QlikView maintains a list of the 100 latest states. Each Back will take one step further back in the list.

Forward Reverts to the logical state before a Back command. Toggle between two states by alternating between the Back and Forward commands.

Undo Layout Undo layout changes.

Redo Layout Redo layout changes.

Lock Locks all the current value selections. The commands Clear, Back and Forward do not affect locked selections.

Unlock Unlocks all the currently locked value selections.

Current Selections

Opens the Current Selections dialog in which it is possible to see the selections that are active.

Show/Hide Notes

Opens the notes pane. Notes and comments can be added to all objects when connected to a QlikView server, allowing users to create and share notes about the current object.

Repository Opens the Repository pane with objects, dimension, expressions and bookmarks. The Repository pane is used by the user to create and edit charts, list boxes, etc.

New Sheet Object

Opens the New Sheet Object pane. The New Sheet Object pane is used by the user to create charts, list boxes, etc.

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Select Fields Opens the Select Fields pane. The Select Fields pane is used by the user to add list boxes or edit charts, etc.

Add Bookmark

Opens the Add Bookmark Pane.

Remove Bookmark

Opens the Remove Bookmark Pane.

Select Bookmark

The bookmark drop-down contains list of all bookmarks in the document and offers a way of changing bookmarks.

Select Report The report drop-down contains a list of all reports in the document.

Share Session Share your QlikView session to collaborate with other people (requires session collaboration to be enabled on QlikView Server).

More Contains additional commands.

More Open Help Open on-line help.

More Mail with Bookmark as a Link...

Creates a mail with a URL link to the current server document. A temporary server bookmark will be created (including layout state) and encoded in the URL. The mail recipient will be able to use the URL link to open the server document and see what you see, obviously provided that he has access rights to the document and data therein.

Document Support Info...

Opens the Document Support Information dialog, displaying a list of support data pertaining to the active document.

Close Closes the QlikView document and frees resources on the server.

5 Sheet

A QlikView document can have one or several sheets on which sheet objects are placed. Each sheet

can contain sheet objects. The sheets have no connection with the logic, if two fields are logically

connected, it does not matter if they are put on the same sheet or on different sheets. The logical

result when making selections will still be the same.

6 Container Containers are sheet objects which can contain other sheet objects (containers, charts, list boxes,

etc.). Containers is a way to effectively use the screen real-estate. Use the tabs in the Container

object to switch between the charts.

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7 Charts Charts are used to analyze the data. There are quite a few different types of charts, which includes

graphs as well as tables. The different types can be configured in different styles and layouts. See

section Chart Types for examples.

Charts have the possibility to use Fast Change. This enables the user to switch between different

chart types, while still analyzing the same data, e.g. switching from a bar chart to a straight table.

This enables sorting and viewing of the exact figures even for a bar chart.

Data traditionally displayed along the X axis are called dimensions, which is what we view our data

“by” (e.g. by Month, by Salesperson or by Region).

Data traditionally displayed along the Y axis are named as expression, which is the actual data; for

example Sales margin, Turnover or Number of Orders.

Some charts have a caption. By right-clicking the Fast Change icon at the top right corner, the

available char types are displayed. Selecting one of these will change the chart layout.

8 Drill-down and Cyclic Groups (Dimensions) Two or more dimension can be used as a pre-defined group. Groups can be either as drill-down or

cyclic, both explained below.

Drill-down groups are visualized with an arrow pointing up.

A cyclic group is visualized with a semi-circle arrow.

By clicking the cyclic group symbol, the current dimension changes to the next dimension in the pre-

defined group. Right-clicking the symbol will display all dimensions the group contains.

Drill-down group example: Customer Group Customer Invoice No Invoice Row.

Cyclic group example: Customer, Item Group, Sales person, Item.

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A drill-down enables a logic drill through the data as a hierarchy, while the cyclic group enables a

large variety of dimension but the same expression(s) instead of creating multiple objects.

9 Cyclic Groups (Expressions) A chart can have several expressions visible, though it might not always be preferable. Instead it

could be more user-friendly to enable a rotation of different expressions in the same chart with the

same dimension(s).

The symbol for a cyclic group is a circle arrow. This is placed in the bottom left corner of the

chart.

A cyclic group may look like this: Turnover, Gross margin, Gross profit, Turnover, Gross margin, Gross

profit, and so on.

The main aspect here is that the dimension stays the same, even if we are analyzing different

expressions.

10 Selections

10.1 Filters

The purpose of filter is to select the information to view in charts and other objects. If the selections

affect objects in other sheets, this is highlighted with a green dot next to the affected sheet name in

the tab row.

If a filter consists of a group (cyclic or drill-down) it’s represented with the appropriate icon: or

in the top-right corner of the filter box.

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If you made a regular selection, this is represented with a green color.

If the items are white, this implies they are associated with your current

selections and still selectable.

If the selection is locked, this is visualized with a blue color.

If the items appear with a gray background, this implies they are not associated with your current

selection. Selecting these will clear other selections.

Your current selections are displayed in the Current Selection box. However, the Current Selection

box is limited to showing only the field name from the QlikView document, no caption can be set.

It is also possible to adjust the selections directly in the Current Selections box. Use the icons

(Lock/Unlock, Clear, Drop-down list) or right-click on an item.

10.2 Right-click on Filters

If you right-click on a filter box you will see a menu with several commands related to the field in the

filter box. The same menu will also appear if you right-click on a field in the current selections box.

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Command Description

Select Excluded

All excluded values in the list box are selected.

Select Possible

All non-excluded values in the list box are selected.

Clear other fields

Clears the selections in all the other sheet objects, while maintaining the ones in the current list box.

Lock Locks the selected value(s) in the active list box.

Unlock Unlocks the locked value(s) in the active list box.

10.3 Associative Search

By clicking the plus sign in the search control, it is possible to enter the associative search logic. This

means that it is possible to search in other fields and get the result set in the field to which the

search control belongs. It is then also possible to simultaneously search in several fields.

10.4 Select in Chart

Furthermore, it’s possible to make selections direct in the chart or table. This is done by left-clicking

and selecting an area or a single cell.

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10.5 Search Object

In QlikView 9 a search object was added. A search object allows the user to search in several fields at

the same time while taking up a small amount of screen space. However, the search object is limited

to showing only the field name from the QlikView document, no caption can be set.

11 Bookmarks

11.1 Add Bookmark

As previously mentioned, the bookmarks are added by the bookmark commands in the toolbar. The

following dialog is shown when a new bookmark is added:

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Options Description

Share Bookmark with Others

Marking this check box will immediately share the bookmark for use by other authenticated users of the same server document.

Include Selections in Bookmark

By marking the check box the bookmark will include the selections made in the application.

Make bookmark apply on top of current selection

By marking the check box, the bookmark will be applied without first clearing existing selections in the document.

Include Layout State

By marking the check box, the bookmark will store information about the sheet from which it was created and the state of all sheet objects on that sheet.

Include Scroll positions

By marking the check box, the bookmark will store information about the scrolling position in the charts.

Include Input Field Values

By marking this check box, the values in input fields will be stored in the bookmark.

11.2 Bookmark Administration

Bookmark administration is performed in the repository Pane which can be opened from the

navigation tool bar. In the dialog it is possible to edit and remove your own bookmarks and select

which of the shared bookmarks to display.

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Options Description

Show Mark this check box if you want the bookmark to appear in bookmark object listings and in the Bookmarks menu.

Sharing Share Bookmark with Others.

12 Pivot Table

12.1 Horizontal and Vertical Columns in a Pivot Table

Dragging and drop a dimension to choose whether it should be viewed horizontal or vertical. You can

easily transform a pivot table to fit your personal needs even better.

Let’s start in the pivot table:

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Click and hold the label "Project" with the left mouse button. While holding the button, drag the

column to the right and upwards until the green horizontal line is visible and then release the button.

The column "Project" should now be placed horizontal instead of vertical giving you a result as

below.

The same technique can be used to order columns differently, e.g. changes the pivoting group order.

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12.2 Expand all/Collapse all in a Pivot Table

Using the + and - signs in the pivot table dimensions to expand or collapse many rows becomes

tedious after some time. Right-click on the dimension and use Expand all or Collapse all to expand or

collapse the entire dimension.

13 Notes and Comments Notes and comments can be added to all objects when connected to a QlikView server, allowing

users to create and share notes about the current object.

Notes are shared with other QlikView users, and these users can respond by leaving their own

comments. It is also possible to save a snapshot (bookmark) of the data with each note.

When right-clicking an object, it is possible to add a new note and to view existing notes, by selecting

Notes from the context menu. After having selected Add a New Note or View Attached Notes, all

objects in the current document with existing notes are supplied with an indication in the top left

corner. The number of attached notes for each object is displayed in the indication.

14 Object Menu (Export Data, etc.) To see the available operations available on a chart you can always right-click the chart. The right-

click menu contains commands for printing, exporting and more.

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14.1 Export Data

Use Export… or Send to Excel to get the data from QlikView to another application. Send to Excel will

download an Excel file with the data from the chart and Export downloads a file with the data in

Comma-separated-values (CSV).

14.2 Copy

The Copy command will copy a sheet object and allow you to paste a copy in the QlikView document.

15 Chart Types This is a list of the chart types that exist in QlikView. Depending on the chart settings, the chart type

may look different from the examples presented here.

15.1 Bar chart (incl. trellis chart)

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15.2 Line chart

15.3 Combo chart

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15.4 Radar chart

15.5 Gauge chart

15.6 Scatter chart

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15.7 Grid chart

15.8 Pie chart

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15.9 Funnel chart

15.10 Block chart

15.11 Straight table (incl. mini chart)

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15.12 Pivot table

15.13 Mekko Chart

15.14 Container (contains several charts)

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15.15 List Box (with expressions)