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Learning module: Create Master Library Items
Exercise - INSTRUCTIONS
Using the Example Download instructions on the right, open the My Business Example Download
Analysis.qvf file. This partially configured app already has data loaded and will be
The example file supporting this
used to provide an opportunity for you to practice creating a few master items.
exercise is available in the
‘Example files’ section of this
learning module. Access the zip
Master Items for Ease of Use archive, which contains all of the
• Open Sheet 1 and create the following master items. This will make these example files for this module, and
measures and dimensions easier to access when we are ready to create extract its contents.
visualizations. The My Business Analysis.qvf
file can be opened in one of two
- Use the AccountGroupDesc field to create a master dimension
ways:
(Single field). Name the master dimension: “Account Type”.
Bar chart
Dimension = Account Description
Measures = Actual Expense Total, Expense Budget Total
Pie chart
Dimension = Account Type
Measures = Number of Accounts
KPI
Measures = Actual Expense Total, Expense Budget Total
© 2018 QlikTech International AB. All rights reserved. Qlik®, Qlik Sense®, QlikView®, QlikTech®, Qlik Cloud®, Qlik DataMarket®, Qlik Analytics Platform®, Qlik NPrinting®,
Qlik Connectors®, Qlik GeoAnalytics®, Qlik Core®, Associative Difference®, Lead with Data™, Qlik Data Catalyst™, Qlik Associative Big Data Index™ and the QlikTech logos
are trademarks of QlikTech International AB that have been registered in one or more countries. Other marks and logos mentioned herein are trademarks or registered
trademarks of their respective owners.
Master Measures to Save Expressions
• Create three new master measures.
• Edit the charts which already exist on Sheet 2 to use these new master measures.
- Add Days Sales Outstanding and Amount Overdue as measures on the Scatter plot.
Drill-down Dimension
• Create a new master dimension which relates product groupings.
• Edit Sheet 3.
- Add the new drill-down dimension, Product Hierarchy, to the partially-configured bar chart.
© 2018 QlikTech International AB. All rights reserved. Qlik®, Qlik Sense®, QlikView®, QlikTech®, Qlik Cloud®, Qlik DataMarket®, Qlik Analytics Platform®, Qlik NPrinting®,
Qlik Connectors®, Qlik GeoAnalytics®, Qlik Core®, Associative Difference®, Lead with Data™, Qlik Data Catalyst™, Qlik Associative Big Data Index™ and the QlikTech logos
are trademarks of QlikTech International AB that have been registered in one or more countries. Other marks and logos mentioned herein are trademarks or registered
trademarks of their respective owners.
Exercise Instructions | page 2
Drill-down Dimension (cont’d)
• Use the Done button in order to toggle out of edit mode, and use the Drill-down capability which
is now available in the bar chart on Sheet 3.
- Select the Frozen Foods bar and confirm. What happens to the bar chart?
(Answer: The second level of the drill-down hierarchy, Product Type Desc, is revealed.)
- Make the donut-shaped Pie chart, titled Amount Overdue by Customers, into a master
visualization (be certain that you are toggled into Edit mode).
- What happens to the Properties panel once this pie chart becomes a Master item?
(Answer: Because it is a ‘Linked visualization’, the properties cannot be edited directly,
but they can be edited if you click the Edit button which is presented in the properties
panel. Or, you may use the Master items ( ) section in the assets panel in order to
edit ( ) this master visualization.)
o In the Data section of the Properties panel, expand the Customer dimension and change
the Limitation to show the top 20 instead of the top 10 customers. Click Done to apply
the change.
© 2018 QlikTech International AB. All rights reserved. Qlik®, Qlik Sense®, QlikView®, QlikTech®, Qlik Cloud®, Qlik DataMarket®, Qlik Analytics Platform®, Qlik NPrinting®,
Qlik Connectors®, Qlik GeoAnalytics®, Qlik Core®, Associative Difference®, Lead with Data™, Qlik Data Catalyst™, Qlik Associative Big Data Index™ and the QlikTech logos
are trademarks of QlikTech International AB that have been registered in one or more countries. Other marks and logos mentioned herein are trademarks or registered
trademarks of their respective owners.
Exercise Instructions | page 3
Color Based on Master Measure
• Return to Sheet 3.
o Drag & drop the master measure Actual Expense Total to the bar chart. Replace the
Sum([Sales Price]) measure.
o In the assets panel, edit the Actual Expense Total master measure to color items yellow.
▪ Notice that the bars in the bar chart on this sheet are colored yellow.
o Return to Sheet 1, and notice that bars in the bar chart on this sheet associated with this
master measure are colored yellow, and the KPI value associated with this master
measure is also colored yellow.
o Notice the impact that this custom color scheme has had on
the pie chart.
© 2018 QlikTech International AB. All rights reserved. Qlik®, Qlik Sense®, QlikView®, QlikTech®, Qlik Cloud®, Qlik DataMarket®, Qlik Analytics Platform®, Qlik NPrinting®,
Qlik Connectors®, Qlik GeoAnalytics®, Qlik Core®, Associative Difference®, Lead with Data™, Qlik Data Catalyst™, Qlik Associative Big Data Index™ and the QlikTech logos
are trademarks of QlikTech International AB that have been registered in one or more countries. Other marks and logos mentioned herein are trademarks or registered
trademarks of their respective owners.
Exercise Instructions | page 4
Custom Color Scheme Based on Master Measure Values
• Return to Sheet 2.
• Edit the properties of the pie chart to show this custom color scheme.
o After agreeing to Edit this ‘Linked visualization’, visit the Appearance section, Colors
and legend subsection of the properties panel.
© 2018 QlikTech International AB. All rights reserved. Qlik®, Qlik Sense®, QlikView®, QlikTech®, Qlik Cloud®, Qlik DataMarket®, Qlik Analytics Platform®, Qlik NPrinting®,
Qlik Connectors®, Qlik GeoAnalytics®, Qlik Core®, Associative Difference®, Lead with Data™, Qlik Data Catalyst™, Qlik Associative Big Data Index™ and the QlikTech logos
are trademarks of QlikTech International AB that have been registered in one or more countries. Other marks and logos mentioned herein are trademarks or registered
trademarks of their respective owners.
Exercise Instructions | page 5
Create and apply an Alternate state
• With Sheet 2 viewed in ‘analyze’ mode, select the Supermarkets dimension in the Revenue by
Sales Rep treemap.
o Notice that the data in the scatter plot, bar chart, and pie chart adjust to show only the
‘Supermarkets’ SegmentDesc value.
o Clear the selection, and toggle the sheet into Edit mode.
• In the Master items section of the assets panel, open the Alternate states subsection.
o Drag & drop this new alternate state onto both the treemap and the scatter plot on this
sheet, and Apply state.
• Click the Done button to toggle the sheet back to ‘analyze’ mode.
▪ Note that the scatter plot will adjust to this selection, but the bar chart and pie
chart do not represent this special selection state.
o In the Amount Overdue by Customers pie chart, select the sectors corresponding to the
following two customers: Valley Solutions and RFI Corporation.
▪ Note that the treemap and the scatter plot do not respond to this selection made
to the ‘default’ selection state.
Publishing an App
• If you have access to a Qlik Sense Enterprise deployment, try importing your app and publishing
in that environment. What master item content is available in the published app?
Answer:
- Master items, including Dimensions, Measures, and Visualizations,
are available for other users to build their own sheets.
- Alternate states are also available for the users of a published app
to apply to visualizations which they create.
© 2018 QlikTech International AB. All rights reserved. Qlik®, Qlik Sense®, QlikView®, QlikTech®, Qlik Cloud®, Qlik DataMarket®, Qlik Analytics Platform®, Qlik NPrinting®,
Qlik Connectors®, Qlik GeoAnalytics®, Qlik Core®, Associative Difference®, Lead with Data™, Qlik Data Catalyst™, Qlik Associative Big Data Index™ and the QlikTech logos
are trademarks of QlikTech International AB that have been registered in one or more countries. Other marks and logos mentioned herein are trademarks or registered
trademarks of their respective owners.
Exercise Instructions | page 6