Best Practices Approach

to QlikView Development
A.Rajendran QV Practice Group Team Computers

Keep the purpose in Context

Enabling Everyone to Manage Intelligently
Manage Teams Manage Self

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The Need: Continuous Intelligent Management

Pain Management
IT - Saving Time, Improve Quality Business - Timely Accurate Visibility of Exceptions

Growth Management
Identify Growth Opportunities Plan to benefit from Opportunities Monitor Constantly Make Course Corrections

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Defining Needs Clearly

Definition of the Purpose - Pain / Growth Area Key Metrics for monitoring (KPIs) Visual Representation of KPIs Frequency of Viewing Validation Process and Reference Data

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Development & Deployment Process

ETL
Three stage: Extraction, Unified Data Repository (UDR), Business Rules, Visual Applications

Data Modeling
Star Schema, Relationalization, Unified Data Model (UDM), Integrated Applications

Applications
DARS Dashboards, Analytics, Reports, Scenarios (What-Ifs)

Deployment
License Planning, Servers, Clustering, Performance Management

Detailed Best Practice Documents Available for each of the above

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Data Modeling Process

Star Schema Design Thinking
Identify the fact tables and the look up tables

Is SQL the only technology for reporting?

In-Memory Analytics thinking habits need to change

Handling Fact Tables

Start with one fact table Add Multiple FACT TABLES with Keys Concatenate / Join Link Tables Incremental Load

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Star Schema with In-Memory Tools

Identify attributes that are present in each fact record Define categories of these attributes: Geography, Product, Person, Customer, Vendor, Industry, Period (Dates) Each of these categories are potentially a dimension group
Hierarchical ones - like Geography - can be DRILL GROUPS Non-hierarchical ones - like Product categories - can by CYCLIC GROUPS

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Creating Visual Interfaces

Define the first sheet with all the attributes added as a Template Copy these objects to all the sheets and create more sheets: Visual Representation Approaches
Distributions various -wise views Trends various time based views

Dashboard Sheets

Dial Gauges, LEDs, Small Charts, etc Create Role Based Dashboards every role requires to view different KPIs

List of KPIs needed change over time. Even their definitions change

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Dashboard

The key metrics that are of interest to the users, can be presented as a summary on the main sheet - called the dashboard Use dial gauges, LEDs, short charts, etc., on this dashboard page Create Role Based Dashboards every role requires to view different KPIs
Simplicity vs. Complexity

List of KPIs needed change over time. Even their definitions

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Concluding Remarks
Process Driven Needs Definition is the Key Planned Validation is an important success factor Enhanced ETL, Modeling and Visualization methods available User based needs and deployment planning is essential Best Practices available for every step demand for best practices to be implemented

Best Practice Review of Progress of Usage of Applications Created KPI: How Much we have increased Intelligent Management of Business at all levels?

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