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Exercise Instructions

2010-11-11
QlikView Version:11.xx English

 1996-2011 QlikTech International

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 1996-2011 QlikTech International

Requirments
 General Sales Trend
 Top selling Products and Customers
 Sales and Margin Performance

Exercise – Extract the data

 Create a New QlikView document and save it
 Access the Script Editor and load the SALESDATA.xls using the Table File
Wizard
 Rename the table in the script
 Put the cursor in on an empty line in the script and load the CUSTOMER.xls
 Rename the table in the script
 Put the cursor in on an empty line in the script and load the DIVISION.xls
 Rename the table in the script
 Put the cursor in on an empty line in the script and load the REGIONS.xls
 Rename the table in the script
 Put the cursor in on an empty line in the script and load the
CUSTOMERADDRESS.xls
 Rename the table in the script
 Save and Reload

 1996-2011 QlikTech International

Exercise - Transform
 Access the Table Viewer to check the current data model. Note that the
Salesdata table is currently not linked
 Access the Script Editor
 Link the Sales and Customer Tables
o Locate the field [Customer Number] in the Customer table and copy the
name
o Locate the field CustKey field in the Salesdata table and rename it
Customer Number
o CustKey AS [Customer Number],
 Create the Year and Month fields based on the [Invoice Date] using the Year and
Month functions
o Copy the [Invoice Date] in the Salesdata table
o On a new line in the script type:
o Year([Invoice Date]) as Year
o Month([Invoice Date]) as Month
 Limit the data to be loaded to where a Customer Number exists
o Go to the Customer Table in the script
o Before the semicolon in the FROM statement type:
where exists ([Customer Number]);
 Save and Reload

 1996-2011 QlikTech International

Exercises - Interface

Exercise – Listboxes as Calendar

 Right click in sheet and select option Select Fields
 Select Year and Month
 Access Properties - Presentation and uncheck the single column option for both
listboxes
 De-select Show Caption on the Captions tab
 Resize and place the two listboxes across the top of the sheet

Exercise – Current Selection Object

 Right click in sheet and select New Sheet object - option Current Selection
 Make sure Drop down select is ticked on General tab before clicking ok
 Resize and place the object on the sheet

Exercise - Listboxes and Multibox Object

 Add the fields: Division Name, Region Name and Customer to the sheet
 Resize and place them on the left-hand side
 Right click in sheet and select New Sheet object - option Multibox
 Add fields Invoice Date and Invoice Number
 Resize and place the Multibox object on the sheet

Exercise – Line chart

 Right click in sheet and select New Sheet object - option Chart
 Change the title in Chart to - ‘Sales Trend’
 Select Line chart
 Add the field Year as dimension
 Add the expression - Sum([Sales Amount])
 Change number formatting to Money
 Click Finish

Exercise – Bar chart

 Clone the line chart and access the properties of the clone you just created
 Change the chart type to bar chart
 Change the title of the chart to ‘Top 5 Customers/Products’
 Remove Year as dimension
 Add a New Group by clicking Edit Groups
 Give the Group a name and select Cyclic Group
 Add fields Customer and Item to the Group
 Change the label for the field Item to Products and click ok
 Add the group as a dimension in the chart
 Go to Sort and select Sort by Y-value

 1996-2011 QlikTech International

  Go to style and change the orientation of the chart to lying bars
 Go to Dimension Limits and limit the number displayed to 5 largest, deselect
Show Others and click ok

Exercise – Container Object

 Right click in sheet and select New Sheet object - option Container
 Add the two charts
 Change presentation to Grid
 Resize and place the Container object on the sheet
 Remove the two charts

 1996-2011 QlikTech International