Create an efficient

Dashboard with
Qlik Sense

Best practices, Tips, and Tricks to create

a powerful Dashboard
 Summary
Before creating a Dashboard
Data preparation

Data quality

Know your user and their needs

Create a Dashboard

Best practices

Visualizations

Tips & Tricks

Share the Dashboard

Test with your users

Distribute reports with Qalyptus

Go further
Part 1.
Before creating a
Dashboard
1. Before creating a Dashboard
1. Data preparation

Data preparation is the most important step in the data analysis process, it
helps to limit errors and inaccuracies that can arise during data processing.

It is usually the longest part of a data analysis project.

Efficient and precise decisions must be based on reliable data.

What is data preparation?

Data preparation is the process of Preparing data is often a long-term

cleaning and transforming raw data
before processing and analysis.
The ultimate goal of data
preparation is to improve the
quality, usability, and accessibility of
the data before making it available
to people and data analysis
systems.
task, but it is a very important step
in the process of transforming data
into reliable information ready to be
used for decision-making. This can
include a whole range of processes,
we will focus on data integration,
data profiling, data cleaning, and
data governance.

Where is your data?

Depending on the company, data Before deciding which data sources

can be stored in different places and to use, you will also need to know
in different storage systems: what permissions are required to
access the data, is the external data
/ Relational databases (Oracle,
MySql, SQL Server, PostgreSQL,…)
reliable or requires verification, and
/ NoSQL databases (MongoDB, what level of granularity do you
Cassandra, HBase,…) need.
/ Structured files (Excel, CSV, QVD,…)
/ Semi-structured files like XML
/ External data accessible via APIs
/ Hadoop data lakes
/ .... 4
1. Before creating a Dashboard
1. Data preparation

Do you need to change the data?

Depending on the quality of the data you process, some data may require
manual transformation or manipulation to make it reliable.

A dataset uses different formats for the same information

Data that is inconsistent or contains duplicate information
You need to group data in new ways

Also think about the evolution

of your data model
Questions to ask regarding
data quality
/ How easy is it to add data sources
/ For each data source, is it complete,
and make changes to the model
precise, and up to date?
later?
/ Can this data answer my questions?
/ What should I do to clean up the data?
/ Will external data sources be
/ Should I manually modify some values or available in the future with the
implement a more systematic approach? same structure?
/ Can my data preparation tool connect to / Can I simplify my model without
all of my data sources? affecting performance?
/ Should I set up a process for modifying
the data in its original location or make
the changes in a data preparation
process?

If you use heterogeneous data sources, you must ensure that the link
fields contain the same data type with the same format.

Example: Suppose you have a customer ID in a database table with type

Integer. If you want to use a CSV file containing customer information,
the file must have a customer ID in Integer format.
5
1. Before creating a Dashboard
1. Data preparation

How to import data?

To import your data, you have the

choice between directly querying
How to check the results?
the production databases (not
recommended) and loading your
At the end of the data preparation
data in a secondary environment
process, you must ensure that the
before doing your processing to
final result is accurate and made no
avoid overloading your production
mistakes during the processing.
environment with your requests.

To verify the data, make sure that:

The questions you need to ask
yourself are:

/ Results make sense at a

general level.
/ How will importing data affect my
production environment?
/ The metrics you see are what
you already know about the
/ How often should I import the
business.
data?

/ The number of records in the

/ When should I start loading?
period is not excessively
/ How many intermediate different from that of the
environments should I set up? previous period.

/ Does the server on which I move

my data have the software and
hardware necessary to manage the
amounts of data I’m dealing with?

6
1. Before creating a Dashboard
2. Data quality

The volume and sources of data continue to increase in companies.

It is important to ensure that the data volume does not degrade its quality.

There is nothing worse for a business than making a decision based on poor
quality data from its information system.

To avoid this situation, it is important to set up place actions to ensure the

highest quality.

Data quality problems cost US businesses more than $3 trillion a year.

Dimensions of data quality

Understanding the key dimensions of data quality will help you assess your
data and determine the extent of the root causes of data quality and whether
you should go through data cleansing.

Completeness

Often in databases, there is missing data. But depending on the case, missing
data can be a problem or not. If a customer’s first and last name is required,
but the phone number is optional, a record may be considered complete even
if the phone number is not available. If you are a bank and your customers
need to use a phone number for two-factor authentication, the record should
be considered incomplete.

There are no hard and fast rules; depending on your business requirements,
you need to know what information needs to be complete.

7
1. Before creating a Dashboard
2. Data quality

Validity (conformity)

It is necessary to ensure that data of the same nature respect the same
format to maintain a coherent structure and nomenclature for data
sharing and internal management.
If the transaction data contains the date and time, you must ensure
that this is respected in all data sources.

Accuracy

Does the data match the actual expected values? Spelling mistakes,
misplaced decimals, or out-of-date data can lead to inaccurate analysis.
If a customer’s sales are not denominated in the correct currency or a
contact’s email address is misspelled, the data is inaccurate.

Timeliness

It is important to ensure that the data is available within the set deadlines not
to delay the entire data usage chain. If the Data warehouse is not
updated on Monday at 5 a.m., all dashboards, and reports that depend
on the Data warehouse will not be refreshed with the new data.

Consistency

Does data from multiple systems reflect the same information? If the data
comes from more than one system, it should have the same information.
If one database flags a customer’s account as active, while another flag
the account as closed, the dataset is not consistent.

Uniqueness

Some information must be uniquely recorded. A customer’s email address

cannot be registered twice in the database with different customer IDs.

8
1. Before creating a Dashboard
2. Data quality

Data profiling

At one time or another, a business will be confronted with data quality issues.
It is best to anticipate and implement controls and corrective actions before
suffering the consequences of using poor quality data.

Data profiling can be done in several ways: SQL script, programming language,
or a data integration tool.
The more complex the information system, the more it is recommended to
use more comprehensive tools.

Better data quality and Good data traceability

credibility
Once the data is analyzed,
the application can help
eliminate duplicates or
anomalies. It can determine
useful information that may
affect business choices and
identify quality problems in
its information system.
Profiling can trace data back to
its source and ensure proper
encryption for security. A data
profiler can then analyze these
different databases, source
applications, or tables and
ensure that the data meets
standard statistical metrics and
specific business rules.

Data profiling
benefits
Predictive decision making
Proactive crisis
The profiled information can
management
be used to prevent small
Data profiling can help
mistakes from turning into
identify and resolve issues
big problems. Data profiling
quickly, often before they
helps create an accurate
occur.
snapshot of a company’s
health to inform the
decision-making process
better.
9
1. Before creating a Dashboard
2. Data quality

Data profiling techniques

Structure discovery helps determine if your data is consistent and
correctly formatted. It uses basic statistics to provide information on the
validity of the data.

Content discovery focuses on data quality. Data should be formatted and

standardized. For example, if an email address is incorrectly formatted, it
may mean that the customer cannot be reached or that delivery is not
made.

Relationship discovery identifies connections between different sets of

data.

Data quality process

Define data quality requirements Data quality evaluation

It is about performing data profiling to
help discover the frequencies and
formats of the data.
Data profiling can be done with
specialized tools, query languages on
data sources, or programming languages.
Data quality issues can be discovered
during profiling, which aims to uncover
information for data quality assessment.
In this step, we define the data quality
rules concerning: accuracy, validity,
completeness, etc., and quality
thresholds.
Based on the predefined quality rules,
perform a data quality assessment by
conforming to the data set’s data quality
rules.

Resolving data quality problems

For eliminated issues identified, perform
a root cause analysis to resolve the
issues by eliminating their root cause.
Data quality monitoring and control
Finally, it is important to build
Dashboards with data quality KPIs to
track and monitor data quality.

10
1. Before creating a Dashboard
2. Data quality

Build a data quality Dashboard with Qlik Sense

Here is an example of creating a data quality dashboard using Qlik Sense.

Of course, you can use other BI tools (Tableau, Power BI, …) to create this
dashboard.
The dashboard should provide a view of the six dimensions of data
quality: Completeness, Timeliness, Validity (conformity), Accuracy,
Consistency, and Uniqueness.

Business rules to implement

We want to check the following business rules against a dataset stored in

a table called customer.

Data Quality
Rule ID dimension
Attribute Rule Comment
Where a customer has provided an The email should adhere to the
Rule_01 Validity Email
email address, it should be valid pattern abc@company.com

Every customer should Duplicate emails with different

Rule_02 Uniqueness Email IDs are not allowed.
have a unique Email.
Every customer should have a
Rule_03 Completeness Phone_num phone number, as these are used
for two-factor authentication.

Every customer should

Rule_04 Validity DOB
have a valid date of birth.

Data quality metrics to capture

Total number of lines processed

Total number of failed lines
Data Quality score

11
1. Before creating a Dashboard
2. Data quality

Dashboard design

We will use the Qlik Sense script to load the customer table and verify the
previously defined business rules.
We will create a new column for each rule and evaluate each row’s validity to
the four rules. We will use this new information to build the Data Quality
Dashboard.
Please note that this method is only used to show you the process to measure
the data quality. It will not be suitable in all situations, I recommend you use a
data integration tool to profile your data.

This is what our table could look like:

rule_01_ rule_02_ rule_03_ rule_04_
row_
ID First_name Last_name Email Phone_num validity_ uniqueness completness_ Validity_
faild
email _email phone_number dob

1 Valentina Holmes valentina@email.com 0606060606 1 1 1 1 0

2 Ashley Parker ashley@email.com 0626656565 1 1 1 0 1

3 Finley Francis finley@email.com 0659588788 1 1 1 1 0

4 Elena Taylor elena@email.com 0785986532 1 1 1 1 0

5 Amina Jackson amina@email.com 1 1 0 1 1

6 Morgan Kelly morgan@email.com 0645326598 1 1 1 1 0

Using the table, we can calculate the following KPIs:

Overall data quality score (%) Validity Score
Sum of rows failed / sum of rows processed: (Sum (rule_01_validity_email *
(Sum (rows_failed) / count (id)) * 100 rule_04_Validity_dob) / count (id)) * 100
Total rows processed Consistency Score
count (id) (Sum (rule_03_completness_phone_number)
Failed rows / count (id)) * 100
Sum (rows_failed) Uniqueness score
Completeness Score (Sum (rule_02_uniqueness_id) / count (id)) *
(Sum (rule_03_completness_phone_number) 100
/ count (id)) * 100
12
1. Before creating a Dashboard
3. Know your user and their needs
Know your users
The best dashboards adapt
perfectly to target users and their
usage habits. You don’t design your
report the same way if your user is a
busy salesperson who has little time
to view their KPIs and sales results
or a marketing team that needs to
analyze data in-depth to understand
customer behavior.
Consider display size
You need to know how your users
view their dashboards.
If they are viewing their data from a
tablet or phone, you need to factor
in the screen size in the dashboard
design to provide a better user
experience.
Highlight the main KPIs because
users won’t be able to dive into the
details on a small screen.
When you create dashboards for
phones or tablets, display only the
main measures. You must therefore
provide components with a low
number of interactions and easily
accessible.
13
It is also important to take into
account the level of users to use the
dashboard. Are the users
autonomous to read and analyze
the data? Are they comfortable with
filters and bookmarks?
Identify your users’ priorities and
understand how they view the data
to determine your presentation.
Design your content for vertical
display to fit small screen phones:
most people use their phones in
portrait mode.
Even if Qlik Sense manages the
layout of objects dynamically, this
does not mean that your
visualizations will be easily readable
by users.
To check the appearance of your
dashboards on different devices:
Change the size of your browser
Use the developer tools of your
browser to simulate a device
(iPad, iPhone, …)
Use a phone or tablet
Part 2.
Create a Dashboard
 2. Create a Dashboard
1. Best practices
In addition to data reliability,
a Qlik Sense dashboard must be
well constructed if you want your
users to adopt and use it fully.
Make it quick to refresh
The user experience will be bad if
your dashboard takes a long time to
display the data.
Slowness can come from several
factors: undersized infrastructure,
use of lots of data, bad modeling,
bad practices in developing charts
and tables…
Ensure that the machine on which
Qlik Sense is installed has sufficient
resources (CPU and RAM) allocated
for Qlik Sense.
Preferably, install Qlik Sense on a
dedicated machine to benefit from
all the resources.
The slowness of an application can
also come from the fact that the
application contains a very large
15
A great dashboard’s message
and metrics are clear; its color
enhances meaning and delivers
the most relevant information
to your audience.
number of data with regard to the
capacity of the machine. Qlik Sense
works by default with In-Memory
technology, so all the data is loaded
to RAM.
Make sure your data model and
expressions are optimized.
Precalculate your measures as much
as possible to prevent Qlik Sense
from re-evaluating the measures on
each interaction.
When your application begins to be
large, it may be more relevant to
create two or more applications per
analysis area.
This will allow you to have smooth
and simple applications with a
reasonable number of visualizations.
 2. Create a Dashboard
1. Best practices

Choose the ideal location

When users view a dashboard, they Therefore, it is important to put the
always look at the indicators, most important chart in the upper
starting with the content at the top left corner.
left.

When designing your dashboard, In addition to organizing your

identify the elements that make up sheets by logical groups, always
logical groups and bring them start with the sheets that contain
together in a single sheet to high-level indicators rather than
guarantee a certain fluidity. detailed information.

You can also highlight the filters Also, think of viewing your
most used by users of the dashboard on other media such as
application to make the most PDF or the body of an email.
common selections easily.

16
2. Create a Dashboard
1. Best practices

Limit the number of charts and colors

A dashboard with several sheets The most autonomous users can

that contain many charts is a
dashboard that risks drowning
users in much information without
highlighting the most important
information.
If you feel that your application
requires several graphics to cover
the entire perimeter, I advise you to
create a Story. It is a sequence of
visualizations and texts that present
information to users.
always create other visualizations
themselves.
The same goes for colors. If used
correctly, they can enrich the
analysis. If there are too many, this
results in visual overload, slowing
the analysis and making it
impossible.

Who says color, says color blindness. A disease that affects how a person
perceives colors. Make sure your users distinguish the colors.

Avoid adding unnecessary

objects with ill-suited colors
that prevent your dashboard
from quickly informing your
audience.

17
2. Create a Dashboard
1. Best practices
Encourage exploration using scenarios
Unlike traditional BI tools, Qlik
Sense allows for interactive and
comparative analysis.
This analysis is possible thanks to
the possibility of filtering the data
by selecting dimensions in the
charts.
It is therefore recommended to
set up analysis scenarios.
Use a theme to standardize your applications
The visual aspect of a dashboard is
very important; it helps facilitate
the dashboard's adoption by users.
It is recommended to use a Qlik
Sense theme when creating your
applications.
Preferably use a single theme to
have homogeneous applications
that do not change the users’
experience.
In addition to colors, a theme
consists of the logo, Typography
(font policy), and graphic
elements/icons /pictograms.
18
For example, you can have a graph
at the top of the sheet act as a filter
for other graphs.
You can also display filters for
different types of data. For
example, offer filters with multiple
or unique selections. You can
dynamically change the title of the
charts according to the selections.
Using a theme allows any
document from your company to
be identified at first glance.
If you use the same theme, your
image will always be the same
regardless of the support, and your
users will easily adopt the new
applications.
To create a theme, we recommend
using the theme editor created by
Bitmetric (sensetheme.com).
 2. Create a Dashboard
2. Visualizations

Use visualizations to make your data understandable

Once the data quality has been
verified and ready to be exported,
you can start creating a dashboard
to analyze and share this
information with your users.
To create a clear and intuitive
dashboard, you will use
visualizations to allow you to
highlight your data and your
KPIs.
For example, you can use a bar
chart that compares sales numbers
from different regions.
Good visualizations will help you
quickly and accurately interpret the
data displayed and make it
understandable to your users.
There are charts, such as bar
charts, pie charts, tables, gauges, or
treemaps. Each chart type has
unique functionality.
Each type of visualization has a
specific purpose. You need to
choose a type of visualization that
allows you to explore your data for
that purpose effectively.

Top 10 Viz tips - 2021

from Patric Nordstrom
1. Dendogram with the org chart
2. Dendogram, radial
3. Dendogram, linear
4. Proportion plot
5. Pictogram
6. Funnel with straight edges
7. Cluster chart
8. Time plan
9. Image cloud
10. Boxplot grouped
See more on Qlik Community

19
 2. Create a Dashboard
2. Visualizations

Bar chart

Comparing categories against the same measures;

Viewing the changing composition of a value over a short period of time.

Line chart

Comparing trends over time;

Viewing the changing composition of a value over a long period of time.

Treemap

Having a large amount of

hierarchical
data that you need to get
an overview of.

20
 2. Create a Dashboard
2. Visualizations

Maps

Showing the geographical distribution of offices, stores, and other sites of a

business interest;
Highlighting sales values and other measures and displaying the value
differences by bubble size or color.

Scatter plot

Finding potential
relationships between
values and finding outliers
in data sets;
Showing data where each
instance has at least two
metrics

21
 2. Create a Dashboard
3. Tips & Tricks

Learn tips and tricks you can implement in your Qlik Sense
applications.

The goal is to show you tips that can make your job easier and to highlight
features that are not intuitive to find.

Different selections in two Qlik Sense sheets opened

in the same browser

Do you know the IDENTITY parameter?

Qlik Sense has several APIs, and one of them is the Single Integration API.
The Single Integration API provides parameters that can be used to create an
URL that returns a complete HTML page containing, for example, an
embedded Qlik Sense visualization.

Imagine you want to make different selections using the same Qlik Sense
sheet (two different analysis scenarios)
You open the sheet in two different tabs. Problem! By default, the selections
for sheet 1 are the same as for sheet 2.

To avoid this, you can use the identity parameter like this:
In tab 1, add at the end of the URL this: /identity/x
In tab 2, add at the end of the URL this: /identity/y

Now the selections in sheet 1 do not impact sheet 2 and vice versa.

22
 2. Create a Dashboard
3. Tips & Tricks
Bookmark a sheet with selections
In some cases, users often view the
same sheet with the same filters.
Example: a salesperson who goes to
see his sales results from the day
before every morning.
To access this information, the
classic path would be:
Open Qlik Sense Hub
Select the sales application
Select the sheet that
corresponds to the sales of the
day before
Then make the selections or
choose an existing bookmark
The next time the salesperson wants to access her sales results from the
day before, he only must click on the saved bookmark.
Find a field in the Data model
Sometimes you want to locate a
particular field in the model and see
a preview of the data it contains.
This is easily done in Data Model
viewer.
At the top right, you can see a
magnifying glass button.
23
The easiest way would be to create a
bookmark in the browser (not a Qlik
Sense bookmark).
Then every day, access the sheet
with one click.
To create the bookmark link:
Open the Qlik Sense sheet
Make the selections of your
choice
Go to the menu at the top left of
the sheet and choose Embed
sheet.
Click on open preview in new
tab
Add the new page to bookmarks
Click on it and enter the name of
the field you are looking for.
Qlik Sense displays the number 1
next to the table that contains it.
By selecting it, you also have the
possibility to preview its values and
several other information.
 2. Create a Dashboard
3. Tips & Tricks
Obtain the name of the column in a Drill-down
dimension
For those who have worked with
QlikView before, you may be
familiar with the function
GetCurrentField (group_name). This
function is used to display the name
of the current field in a drill-down
dimension.
In Qlik Sense, this function does not
exist. To know the name of the
current dimension, you would have
to calculate it yourself.
Add a description to a chart
One of the best practices when
creating a Qlik Sense application is
to add a description to charts and
tables to understand how the result
was achieved and give a clear and
detailed definition of the indicator.
For example, if you calculate the
following indicator: Number of
active customers.
It is interesting to describe the
notion of the active customer to
avoid ambiguity.
In Qlik Sense, the easiest way to add
24
Here is an expression for a
Hierarchical dimension containing 3
fields: Country, Region, City.
Expression: =if(count (distinct total
Country)> 1, ‘Country’, if (count
(distinct total Region)> 1, ‘Region’,
‘City’))
Depending on the number of fields
your drill-down dimension contains,
create nested if/else respecting the
order of the dimensions.
a description to an object is to turn
it into a Master Item and then add a
description in the settings of the
Master Item.
Once added, you will see an icon
appear in the form of an “i” that
displays the object’s description.
Here’s how to do it:
Edit the Master Item and add a
description
Use the master item in a sheet.
Edit it and Switch On “Show
details.”
Now you can see the “Show
details” button.
 2. Create a Dashboard
3. Tips & Tricks

Create hidden filters

For agronomic reasons, you cannot Add a Filter pane object.

put many filters on a sheet.
You can use this trick to hide and
display additional filters
Add dimension fields to the
Filter pane.
Resize the Filter pane until it
becomes a button.
Now when you click on the
button, you will see all the
dimensions.

Customize a Qlik Sense object with CSS

This tip is for the smartest developer.

As you know, Qlik Sense is a full web tool,
which says web means HTML / CSS.
If you want to customize a Qlik Sense
object and don’t have the necessary
functionality in the object’s settings, you
can embed CSS code in your sheet and
change the style of the object.

To achieve this, you would have to go

through the “Multi KPI” object in the built-
in extensions of Qlik Sense.
This object contains a text box where you
can enter your CSS code.
To see in detail how to do this, Christof
Schwarz made a very good video
explaining how to change a simple table
and a pivot table.

25
Part 3.
Share the Dashboard
 3. Share the Dashboard
1. Test with your users
Test the ergonomics of your dashboard
It would be a mistake to stay until
the end of the project to ask the
opinion of your users on the
dashboard.
It is important to validate each of
the sheets of your application
throughout the development cycle.
Depending on your organization,
feedback on your dashboards can
27
be carried out by a key user, all
users of a service, or a product
owner.
This will save you time by avoiding
possibly reviewing all the dashboard
elements at the end of the project.
This also helps to ensure that users
will adopt the dashboard because it
exactly matches their needs.
 3. Share the Dashboard
2. Distribute reports with Qalyptus

"I want to send a Qlik Sense report (PDF, Excel, Word,

PowerPoint, and HTML) by email to my users.”

This is a very recurring request.

Qlik Sense is an analytics platform that offers many possibilities and flexibility
to analyze a large amount of data.
However, when you need to generate and distribute reports by email to users
automatically, Qlik Sense can’t do it!

The solution

The only easy way to create and send
reports automatically is to use third-
party solutions. These solutions will
allow you to create customized
reports with your existing Qlik Sense
applications.
Qlik offers an additional product for
creating and delivering reports called
Qlik NPrinting. This product is sold
separately.
This article will tell you about
Qalyptus, a complete Reporting
solution for Qlik Sense and QlikView.

28
 3. Share the Dashboard
2. Distribute reports with Qalyptus

How Qalyptus works

Qalyptus is independent software installed on the same machine as Qlik

Sense or on a separate machine.
The use of Qalyptus is very simple and goes through three main stages:

Create a connection between Create report templates with Excel,

Qalyptus and Qlik Sense
Qalyptus retrieves all the
metadata from your Qlik Sense
application (objects id, list of
variables, list of fields and
bookmarks, etc.) to be able to
design custom report
templates. You can create a
report using the visualizations
(charts and tables) of several
Qlik Sense applications.
Word, PowerPoint, or HTML
Qalyptus allows you to use your favorite
tools to create custom report templates
by placing your Qlik Sense charts and
tables the way you want in Excel, Word,
PowerPoint, and HTML. Take advantage
of all the features offered by the Office
suite to create ultra-personalized
templates.
You will see your Qlik Sense objects in
the Qalyptus template editor. Just drag
and drop them into the file.

Generate and distribute reports to recipients

Once the report templates are ready, schedule the
generation and distribution of the reports to your
recipients in different formats: PDF, Excel, Word,
PowerPoint, or HTML.
Reports can be distributed by email, saved in folders,
saved on a remote server via FTP, ..etc.
You can also embed a report in the email message.

Depending on your need, Qalyptus can send reports by email to your users in
different ways.

29
 3. Share the Dashboard
2. Distribute reports with Qalyptus

Send the same report to different recipient

The most common and easiest

case is to send a report to a set
of users.
Example: send a PDF sales
report for all salespeople.
Based on your Qlik Sense
application that contains your
company’s sales data, Qalyptus
will generate and send a PDF
report that contains the charts
and tables from your Qlik
Sense application.
The report sent will be the
same for all recipients.

In Qalyptus, you can send your reports whenever you want, thanks to creating
schedules with rich options. You can also condition the sending of your reports.
For example, do not send a report if one or more charts do not contain data.

Send the same report with different data for each

recipient

Qalyptus can, for example, send a complex scenarios: Simultaneously,

PDF sales report for each
salesperson. Each salesperson will
receive a report containing only the
sales of their scope.
You can imagine more
send each salesperson a report with
the data of his scope and send to his
manager a report that contains the
sales data of all the salespeople for
which he is responsible.

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 3. Share the Dashboard
2. Distribute reports with Qalyptus

Give users the possibility to subscribe to receive reports

The generation and sending of their inbox (and that of their

reports in Qalyptus are achieved by
creating distribution tasks with
schedules.
It is also possible to give your users
the option of subscribing
themselves to receive reports in
colleagues) at the frequency of their
choice.
Users can choose to subscribe to
reports that you designed with
Qalyptus or subscribe to receive a
snapshot of a sheet or an entire Qlik
Sense application.

By integrating Qalyptus with Qlik Sense, you will have a

complete Business Intelligence environment. Users who need to
analyze data can do so very easily and intuitively in Qlik Sense.

FREE Trial 30 days

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Create a report in minutes

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31
 3. Share the Dashboard
3. Go further
Use Excel with Qlik Sense efficiently
Millions of people use Microsoft
Excel to track and perform various
financial, mathematical, and
statistical operations.
It is a great tool for data collection
and a common component in
analysis toolkits.
Endless possibilities for formatting data
Excel does not offer flexible and
responsive analysis, but it can be a
good complementary tool for a data
analysis solution like Qlik Sense.
Excel is the best solution for creating
a beautiful report with custom
formatting of rows, columns, and
cells.
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Excel contains many features that
help you get started with data
No Business Intelligence software
does not allow Excel Export!
Why is Excel inevitable?
There are limitless possibilities to
format a table in Excel. Excel offers
static formatting and conditional
formatting. Conditional formatting
lets you automatically apply
formatting (such as colors, icons, and
data bars) to one or more cells based
on the cell value.
 3. Share the Dashboard
3. Go further

Use Excel with Qlik Sense efficiently

Why choose between Qlik Sense and Excel. Use them together to build on
each other’s strengths. Qlik Sense allows you to manually export data for all
objects (tables and charts).

Three best practices for exporting Qlik Sense data and visualizations

Encourages manipulation in Qlik Sense

Qlik Sense has put much effort into providing a self-service BI solution for data
preparation and data visualization.
It is important to train your users in preparing data and creating tables and
charts in Qlik Sense to avoid exporting raw data from Qlik Sense to perform
aggregations and calculations in Excel sheets.
This will allow you to have better data governance and to avoid the flow of
inconsistent information between company departments.

Export only ready-to-use data

Once the data has been exported from Qlik Sense, it should not be
manipulated to ensure its integrity. With reporting solutions, such as
Qalyptus, you can create a report with Excel and distribute it to users in a
non-editable format like PDF or HTML.

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 3. Share the Dashboard
3. Go further

Use Reporting software to automate and manage exports

To provide the best experience for Qalyptus can help you automate
your users and avoid repetitive tasks the creation, generation, and
with no added value, you can use a distribution of custom Excel reports
reporting solution for Qlik. based on your Qlik Sense data.

Create a custom report Use tables as you want

Qalyptus embeds Excel to allow you Qalyptus allows you to export a

to create a rich custom report using
your existing Qlik Sense tables and
charts. There is no limit; your
imagination is the limit!
Excel offers endless formatting
possibilities. Use them to format
your Qlik Sense data.
Qlik Sense table to the desired
location in an Excel file.
You can add multiple tables to
one sheet or add different
tables to different sheets.

Export in different formats and No additional cost

distribute in different ways
When you export charts and tables
from Qlik Sense to Excel, you can
choose the output format: Xlsx, Xlsm,
PDF, HTML, etc.
Distribute Qlik Sense data and
analytics to your users and
customers without needing a
Qlik Sense license.

Then you can distribute the reports in

various ways to your users: by email,
save the reports in folders, send them
to another server via FTP, etc.

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 Our goal is to build incredible, affordable
software that people can try before buying

qalyptus.com