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Planning &

Business

Intelligence

instructions for using QlikView

QLIKVIEW BASIC TUTORIAL

Document Version 09.02.16

This describes how to login to the QlikView Server with

some basic

Contents
Contents

Welcome to this basic QlikView Tutorial. This has been provided to get you started using the QlikView dashboards available from Planning and Business Intelligence.

Please note that this guide is not comprehensive and will not cover all aspects of QlikView usage. Use the guide as a starting point but investigate QlikView further by pointing and clicking images, dropdowns etc to see what results you get. There is much hidden under the surface.

  • 1. Login

  • 2. Data Protection Act

  • 3. QlikView Basics

  • 4. University of Glasgow Definitions

  • 5. How Do I?

  • 6. Tutorial

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1. Login
1. Login

QlikView is a web-based tool that works with most standard browsers. The following browsers are supported:

Browser

Minimum Version

Internet Explorer

7

Google Chrome

18

Mozilla Firefox

12

Apple Safari

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It should be noted that the main testing carried out has been done on Internet Explorer, Mozilla Firefox and Chrome. Feedback on these and other browsers would be welcome.

Please also be aware that the interface can be slightly different depending on what browser you are using so the images presented in this document may not be exactly as shown.

To login to the Access point of the QlikView Server, go to:

where you will find a URL link which will take you to the following the login

page:

1. Login QlikView is a web-based tool that works with most standard browsers. The following browsershttp://www.gla.ac.uk/services/planning/qlikviewinteractivedashboardforlice nseholders/ where you will find a URL link which will take you to the following the login page: Enter your User Name you use for other University systems. The password will be the password associated with your personal GUID. 2 " id="pdf-obj-2-51" src="pdf-obj-2-51.jpg">

Enter your User Name you use for other University systems. The password will be the password associated with your personal GUID.

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Once you have signed in the QlikView Access Point will show you the QlikView Dashboard files to which you have access, something similar to the following:

Once you have signed in the QlikView Access Point will show you the QlikView Dashboard files

Click on the dashboard you wish to view, so for example let us start with the Student_Dashboard. This takes you to the Main Menu as shown in the picture below.

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4

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Select the Student Headcount (via Academic Plan Owner) button from the Main Menu. You should see something like the following which is the Guidance tab which gives some background on the headcount methodology used:

Select the Student Headcount (via Academic Plan Owner) button from the Main Menu . You should

You will see a number of tabs at the top of this screen. If you choose say the Career tab then you will see something like:

Select the Student Headcount (via Academic Plan Owner) button from the Main Menu . You should

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2.

Data Protection Act

Data Protection Act 1998

These dashboards are protected by the data protection act as follows:

Declaration: I understand that authorisation for access to University records is granted strictly on an individual basis for specific and limited purposes in accordance with the requirements of my job. It is prohibited for me to use my authorisation for access for any other purposes. It is prohibited to transfer my authorisation for access to any other individual. I further understand that any data held in, or extracted from, or input into, central records must be processed in accordance with the provisions of the Data Protection Act 1998.

  • 3. QlikView Basics

QlikView

The login screen for QlikView:

Accessp

Accessp

oint

Dashboa

The file you open in QlikView:

rd

rd

Tab

These are the different tabs available inside the Dashboards:

QlikView The login screen for QlikView: Accessp oint Dashboa The file you open in QlikView: rd

Button

This is an example of a button on the Main menu of our main Student Dashboard:

QlikView The login screen for QlikView: Accessp oint Dashboa The file you open in QlikView: rd

Scrolling

If there are more tabs than the screen allows the following buttons

through

are useful for navigating between tabs:

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different

different
 

tabs

The left and right arrows

allow you to scroll left and right

allow you to scroll left and right

to see all the various tabs available and then you can click on a tab name to make a selection.

The down arrow tab

allows you to see a dropdown menu of

allows you to see a dropdown menu of

all the tabs and you can make your tab selection from here:

different tabs The left and right arrows allow you to scroll left and right to see

List Box

This is an example of a list box which allows you to select (in this

(usually

instance) a College:

on the

left hand

left hand

side on

most

tabs)

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Colour

Selected values turn green and unrelated values turn grey i.e. Full-

guidanc

Time and Part-Time respectively in this example:

e when

e when

making

selection

s

Values compatible with the current selection turn white e.g. if I select the College of Med, Vet & Life Sci it becomes green because it is selected. The School of Medicine and School of Veterinary Medicine are relevant to the current selection therefore they are white. The Adam Smith Business School and the Arts College Administration are not relevant to the current selection so they are grey.

Colour Selected values turn green and unrelated values turn grey i.e. Full- guidanc Time and Part-Time

The

This shows what items you are currently looking at i.e. what your

filters

filtered selection is:

that are

that are

currentl

y

applied

(top left

of most

tabs)

 

Clear All

The clear all will clear all selections and defaults to the current Term:

Colour Selected values turn green and unrelated values turn grey i.e. Full- guidanc Time and Part-Time

Clearing

Use the eraser beside the selection. E.g. if you select the eraser

Selectio

beside the Academic_Load eraser on the following selection:

ns

individu

You would then get:

You would then get:

ally

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The eraser can be used in the Current Selections box at the top left, or from

The eraser can be used in the Current Selections box at the top left, or from the individual lists beside College Name, School Name etc.

Selectin

Make your first selection by clicking it as normal then make

g

subsequent selections by holding down the CTRL button on the

multiple

keyboard and clicking required selections.

values in

a list

box

Cycle

Cycle

buttons

To cycle through different screens. See the one in the College/School Level tab which cycles between the following screens:

The eraser can be used in the Current Selections box at the top left, or from
The eraser can be used in the Current Selections box at the top left, or from
The eraser can be used in the Current Selections box at the top left, or from
The eraser can be used in the Current Selections box at the top left, or from

Selectin

You can only select one term at a time. If you wish to export data to

g data

Excel you need to do this in separate exports for each term.

from

multiple

terms

Sorting

This cannot be done easily in QlikView but the data can be exported

order of

and formatted in Excel if required.

display

of data

Data

For data protection purposes, when either the Disability, Ethnicity

Protecti

and Multiple Deprivation tabs are selected then both student

on

details tabs are suppressed.

Exportin g data to Excel

Choose the Excel button from the tab you wish to export. For example if you scroll to the right of the Student Details tab you will see the following button:

The eraser can be used in the Current Selections box at the top left, or from

Printing

See the print button in the College/School Level tab which lets

See the print button in the College/School Level tab which lets

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you print the following screen onto a web page. The you can CTRL + P to print it:

you print the following screen onto a web page. The you can CTRL + P to

4. University of Glasgow Definitions

Standard Student Population Headcount/Metho dology

The Standard Student Population methodology, as agreed with Colleges, only includes those students who are fully registered at the time the data is extracted. This Standard Student Population focuses on the main categories of students (Undergraduate, Postgraduate (Taught and Research)) who are based primarily on-campus. The Standard Student Population excludes students from the following categories:

Academic Prog: 7104 – Clinical Scholar All Lifelong Learning (LLL) and Higher Doctorate (HD) Students Academic Plans with a Field of Study labelled as ‘OUTCAMP’ Academic Plans owned by the Learning and Teaching Centre:

Acad-Org ‘90900000’.

The numbers presented represent physical students for the individual criteria selected. A student may be associated with more than one College or School if they are doing a joint degree. It is therefore possible that individual School totals may not sum up to the College Total if a student is associated with more than one School i.e. the student will be counted as a headcount of one in each of the individual schools but will not be double counted at College level. The same applies at University Level when a student’s Plan is joint between 2 Colleges.

IMPORTANT NOTE WHEN OUTPUTTING DATA TO

SCREEN OR SPREADSHEET:

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Please be aware that often if you are extracting the detailed student data to view on screen or to export onto a spreadsheet then there may be more rows than there are students. An example of where this might happen is

that a student may have 2 rows of plan data if they are on a joint plan which is across 2 Schools as mentioned above. Another example is in the course data a student

could

have say

5

or

6

individual courses and therefore

they would have 5 or 6 rows of data.

Additional

Students from the following ‘Additional Separate

Separate

Categories’, while not included in the Standard Student

Categories

Population, are presented at the request from individual Colleges as additional headcounts which are over and above the Standard Student Population:

Exam Only Christies Thesis Pending Erasmus Outgoing, Exchange Out and Language Year Out Distance Learning Sabbatical Singapore Institute of Technology (Engineering) and (Computer Science) University of Electronic Science and Technology China (UESTC) Scottish Universities Environmental Research Centre (SUERC) Majan University College, Oman

Nankai University

 

5. How Do I?

This section is also contained in the main QlikView dashboard for your convenience.

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6. Tutorial
6.
Tutorial

Simple Query Example

To search for data you just click on something you want to know more about.

  • 1. Select the Main menu.

  • 2. Select the Student Headcount (via Academic Plan Owner) button.

  • 3. Click on the College/School Level tab.

  • 4. Take note of the current headcount which is counting the whole University. You can select the Clear All button on the left of the screen just to be sure that this is the case.

  • 5. In the list box College Name

on the left

of

the screen, place the mouse

cursor on the value College of Science & Eng and click to select this College.

The colour of the cell turns green and moves to the top of the colleges list. In Qlikview terms, this value is selected as shown below:

6. Tutorial Simple Query Example To search for data you just click on something you want

Take note of the new headcount. It will have decreased as you now have only one College selected. The result of the search is displayed instantaneously in all the other tabs.

You immediately see

which

of

the

values

in

the

other

list

boxes are

compatible with the selection and which are not. The cells of associated field values are white; cells which are not associated are grey. You will see this grey effect if you scroll down the School Names list. All Schools which are not part of the College of Science and Engineering will be grey.

To clear your selection, click on the selected cell again, or click on another cell in the same list box. The new selection will replace your previous selection.

You can

select the

Clear

All

button

at

any

time

which

removes all your

selections.

To select more than one item in the same list box, hold the CTRL key down while selecting additional values. If the items you are selecting are adjacent to your first selection, you can instead hold the left mouse button down while dragging the mouse cursor.

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The data shown in all tabs will now relate to all of the items chosen in the list box (except for the MD20/40 and SIMD tabs which are a specially selected subset of students).

The data shown in all tabs will now relate to all of the items chosen in

Data can be exported into excel by clicking on the ‘Send to Excel’ button which can be seen circled in red below (this is the Domicile tab):

The data shown in all tabs will now relate to all of the items chosen in

Combining Selections Example

Another value in another list box can be selected in combination with a previously selected value. When you select an optional value from a list box and then select another optional value from another list box, QlikView will show the combinations belonging to both selections.

  • 1. Remaining in the College/School Level tab select the Clear All button on the Dashboard. This will clear all current selections and return you to the present term and show the data for the whole University.

  • 2. Suppose you want to know how many Undergraduate students are within the School of Chemistry taking Academic Plan: F104-2207 Chem Med Chem (WP), Msci. a)

In

the

list box

College

Name, place

the

mouse

cursor

on

the value

College of Science & Eng and click it to select this College.

  • b) In the list box School Name, place the mouse cursor on the value School of Chemistry and click to select this School.

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  • c) In the list box Career on the left, place the mouse cursor on the value ‘UG’

to

select

undergraduates.

As you went through each of these selections the headcount of the number of students selected kept reducing.

d)

If

you

then

click

on

the

button

entitled

Headcount

of Students

Registered on Individual Plans (second one along circled below):

c) In the list box Career on the left, place the mouse cursor on the value
  • e) You will see all the academic Plans associated with UG Students within the School of Chemistry. Remember that all data from dashboards can be exported to ‘Excel’ by clicking on the ‘Send to Excel’ button, circled in red:

c) In the list box Career on the left, place the mouse cursor on the value
  • f) You can now scroll down the list to see/select the information you require. For example, by clicking on F104-2207 under the Acad Plan column, this Dashboard will show the number of students on the selected Plan.

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  • g) Click on the Student Details tab to display the individual student data for the specified selection (student names have been removed for data protection purposes):

g) Click on the Student Details tab to display the individual student data for the specified
  • h) All tabs can be accessed from the buttons on the Main Menu tab. If not visible (normally if using a web browser other than Internet Explorer, where all tabs are visible) then they can be accessed using left, right and downward arrow at top right hand side:

g) Click on the Student Details tab to display the individual student data for the specified

Left and right arrows move accordingly through the tabs. Downward arrow allows selection from a list.

The current selections are automatically carried across tabs for your convenience within each tab.

The ability to drill down to individual students is available for all tabs except for Ethnicity and Impairment due to Data Protection constraints.

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Keeping Track Of Your Selections Example

When you make many selections at the same time it can sometimes be hard to keep track of them. In order to help you with this we have introduced a Current Selections window into all the appropriate tabs within the Dashboards. This is located at the top left of the screen.

For example on the College/School Level tab you will find a Current Selections window in the top left hand side of the screen. This lists all fields in which selections have been made and the values selected.

For example if we select Clear All and then select UG students for the current term 13/14 we will see the following appear within the Current Selections window:

Keeping Track Of Your Selections Example When you make many selections at the same time it

Try making some additional selections and watch how they are reflected in the current selections box, for example select a particular plan or group of plans.

As stated previously you may clear all current selections by clicking the Clear All button just below the Current Selections box.

You may also remove individually selected items within the Current Selections box by using the ‘eraser’ icon beside each individual selection:

Keeping Track Of Your Selections Example When you make many selections at the same time it

Please note that Term cannot be erased and to change this you need to click on the appropriate Term in the header (top right).

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Searching Values Example

The most common selections are available within list boxes on the left hand side of the screen. Additional fields are available from the Search box which is located top right:

Searching Values Example The most common selections are available within list boxes on the left hand

This lets you search on the following fields:

Searching Values Example The most common selections are available within list boxes on the left hand

You can use the arrow on the search to select from this list or use text search e.g. to search for Zoology you can type “zool” in this search box and you will see something like the following:

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You can choose one of these plans or if you select return, all plans containing “zool”

You can choose one of these plans or if you select return, all plans containing “zool” are selected (note the search is not case sensitive).

Searching for an Individual Student where the ID is known

You can choose one of these plans or if you select return, all plans containing “zool”
  • 1. In the Student Headcount section i.e. select the Student Details or Student Course Details tab.

  • 2. Select the Clear All button to show all students.

  • 3. Type in the student ID here:

return on the keyboard.

You can choose one of these plans or if you select return, all plans containing “zool”

and press

  • 4. Additional note: You will only be able to see the students in the Standard Student Population so if a student you are interested in does appear then they are either not registered, are in the Additional Student Population category or are not part of the population extracted at all – see the Guidance tab which fully explains which students are included.

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Signing out of various Internet Browsers

This can be slightly different depending on what internet browser you are using. We have given instructions here for 3 commonly used browsers.

  • 1. Signing out of IE:

    • a) Select the x at the top right of the screen in order to individually close any dashboards that you have open:

Signing out of various Internet Browsers This can be slightly different depending on what internet browserplanning@glasgow.ac.uk Thank you See Appendix A: Qlikview Buttons – quick overview of data underlying each for futher information 21 " id="pdf-obj-21-10" src="pdf-obj-21-10.jpg">
  • b) Then you will see the Accesspoint browser window. You should select Sign Out which is at the top right of the screen:

Signing out of various Internet Browsers This can be slightly different depending on what internet browserplanning@glasgow.ac.uk Thank you See Appendix A: Qlikview Buttons – quick overview of data underlying each for futher information 21 " id="pdf-obj-21-16" src="pdf-obj-21-16.jpg">
  • 2. Signing out of Firefox or Chrome:

    • a) Select

Signing out of various Internet Browsers This can be slightly different depending on what internet browserplanning@glasgow.ac.uk Thank you See Appendix A: Qlikview Buttons – quick overview of data underlying each for futher information 21 " id="pdf-obj-21-22" src="pdf-obj-21-22.jpg">

at the top right of the screen in order to individually close

any dashboards that you have opened.

  • c) Then Select the x at the top right of the screen in order to individually close any dashboards that you have open:

Signing out of various Internet Browsers This can be slightly different depending on what internet browserplanning@glasgow.ac.uk Thank you See Appendix A: Qlikview Buttons – quick overview of data underlying each for futher information 21 " id="pdf-obj-21-30" src="pdf-obj-21-30.jpg">
  • d) Then you will see the Accesspoint browser window. You should select Sign Out which is at the top right of the screen:

Signing out of various Internet Browsers This can be slightly different depending on what internet browserplanning@glasgow.ac.uk Thank you See Appendix A: Qlikview Buttons – quick overview of data underlying each for futher information 21 " id="pdf-obj-21-36" src="pdf-obj-21-36.jpg">

Feedback and comments

We hope this Tutorial helps to show you some of the potential of using QlikView to explore your data.

Feedback on the dashboards would be welcome at planning@glasgow.ac.uk

Thank you

See Appendix A: Qlikview Buttons – quick overview of data underlying each for futher information

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