Qlik Sense BI Data Analyst User Manual
- June 9, 2024
- Qlik
Table of Contents
Qlik Sense BI Data Analyst User Manual
Open Qlik – https://qlik.wm.edu
The Hub – find the Apps to which you have been granted access
Streams – a folder that holds a collection of similarly-themed apps
Apps – a collection of sheets (similar to tabs in Discoverer reports)
that contain data items (lists, graphs, etc.) that let you make data
discoveries and decisions. To see Details about an App while in the Grid View,
click on the App title. To open an App, click anywhere on the App thumbnail
image.
App Overview
When you open an app from the Hub, you arrive at the App Overview in a new browser tab. This is where you see all the content within the App. The content of the main area depends on what category you have selected: Sheets, Bookmarks, or Stories. By default, the Sheets are displayed.
- The Qlik Sense toolbar contains the Navigation Menu button { }, the Global Menu button { }, and the App name. To return to the Hub, click the Navigation Menu and select Open Hub. To get Help with Qlik Sense, click the Global Menu and select Help, which will open a page at help.qlik.com. In both of these menus, there is the option to open the links in a new browser tab by clicking the { } icon next to the menu option. You can hide or show the App Details by clicking the { } icon next to the App name.
- The Main Area toolbar lets you choose whether to display Sheets, Bookmarks, or Stories. This introductory training will focus on Sheets and Bookmarks. Stories will be covered in advanced training at a later date.
- The Main Area of the page defaults to displaying a list of Sheets. Clicking on a Sheet title will show or hide Details about the Sheet. Clicking on the thumbnail image of a Sheet will open it.
- Similar to the Hub, you can choose whether to display Sheets as a Grid or a List. Qlik Sense will default to the Grid View. If you select the List View by clicking the { } icon, the Details for a given App will be displayed alongside the thumbnail image. To switch back to the Grid View, click the { } icon.
Sheet View
When you click on a Sheet in the App Overview, the content displayed in the browser tab changes to the Sheet View allows you to analyze the data by making Selections in the Visualizations.
- The Qlik Sense toolbar has some additional options when in Sheet View. The Navigation Menu { } now has the option to return to the App Overview, either in the same tab or in a new tab { }, and the Global Menu { } now has the option to export the displayed Sheet to a PDF. At the right end of the toolbar, there are buttons for Stories { }, Bookmarks { }, and Sheet navigation { }. Clicking the arrow buttons on the Sheet Navigation bar will select either the previous Sheet or the next Sheet. Clicking the Sheet name on the Sheet Navigation bar will drop down the list of all available Sheets, allowing you to select any Sheet in the App.
- The dark gray Selections bar keeps track of all the current selections you have made and includes options to undo { }, redo { }, and clear all { } Selections. There are two icons at the right end of the Selections bar. The Smart Search icon { } allows you to search the entire App for whatever search terms you type, and the Selections allows you to apply Selections for every data element included in the App, whether or not it is displayed on the current Sheet.
- The Main Area of the Sheet View displays all of the Visualizations associated with the selected Sheet. There are many different types of Visualizations (also called Charts) used in Qlik Sense Apps: Filter Panes, Tables, Pivot Tables, Bar Charts, Pie Charts, Line Charts, Maps, Gauges, Scatter Plots, Treemaps, and more.
- You can expand any Visualization to full-screen by hovering over it and then clicking the full-screen { } icon in the upper right corner of the Visualization. To close the full-screen view, click the { } icon in the upper right corner of the expanded Visualization.
Making Selections in Visualizations
To filter the data that is displayed in a Qlik Sense App, you make Selections.
Nearly every item in nearly every Visualization is selectable. You make
Selections by clicking or drawing in the different Visualizations. When you
make a selection, all Visualizations in every Sheet in the App are updated
immediately to reflect that Selection. You confirm the selection by clicking
the green check mark, or by clicking anywhere on the Sheet outside the
Visualization, including in another Visualization (in which case you generate
a new Selection). You can also press the
By default, new Selections are added to the previous ones. You deselect an
item by clicking it. You can hold down the
Exploring with Selections
Each time a Selection is made, the result is displayed in the dark gray Selections bar above the Sheet, and each one has a small bar at the bottom that reflects the states of the values for that filtered Dimension: selected (green), alternative (light gray), and excluded (dark gray). You can undo { }, redo { }, or clear all { } Selections by clicking on the appropriate icon. Remember: Active Selections apply to all Sheets in the App. When you click a Selection item on the Selections bar, a popup appears. This lets you view, edit, or clear that Selection. You can also select alternative values or excluded values by clicking the { } icon, or you can search for values.
To search for values in a Filter Pane or Table, click the magnifying glass
next to the Dimension to be searched and begin typing. All matching values
will be highlighted in green as you type. Pressing the
Bookmarking Selections
Bookmarks let you save specific Selection states to prevent having to make the
same Selections each time you open an App. Bookmarked Selections are available
in both the App Overview and the Sheet View. To create a Bookmark, make the
Selections on the Sheet that you want to save as a Bookmark, click the
Bookmarks { } button on the right side of the Qlik Sense toolbar, then click
the Create New bookmark button in the upper right corner. The Bookmark is now
created, so there is no need to save it. You can give the Bookmark a Title and
Description that makes it easier to identify in the future. Click anywhere
outside the Bookmark dropdown window to close it. To apply the Selections
associated with a Bookmark, simply click on it and you will be taken to the
Sheet where the Bookmark was originally created. To delete a Bookmark, right-
click it and click Delete.
Manipulating Visualizations
The amount of data in a Visualization (particularly in Filter Panes, Tables,
and Pivot Tables) will occasionally exceed the size of the Visualization, even
if it is expanded to a full-screen view using the full-screen { } icon. When
you hover over a Filter Pane or Table that has more data than can be
displayed, small gray scroll bars will appear that can be clicked and dragged
to scroll through the data, horizontally and/or vertically. Bar Charts and
Line Charts also have a “zoomed-view” scroll bar that can be clicked and
dragged.
Fields in a Table can be sorted in either ascending or descending order by
clicking on the field name at the top of the column. Data contained within a
Visualization can be exported as an image, a PDF, or an Excel file, by right-
clicking on the Visualization and clicking Export. To log out of Qlik Sense,
click on your UserID, then click the { } icon.
Getting Help
Qlik Sense help is available at http://help.qlik.com and can be easily
accessed by clicking the Global Menu button { } and selecting Help. For
assistance with connection and navigation problems, contact IT at
support@wm.edu
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