• Exam Overview

• Test Taking Tips

• Section Detail
─ Interpreting Business Requirements
─ Prepare Data
─ Design Application Interface
─ Build Application Interface
─ Deliver the Application

• Resources

1
 Business Analyst Exam Overview
66 questions, but only 60 are graded
The Qlik Sense Business Analyst Certification Exam tests your knowledge of creating and delivering
Qlik Sense applications. This exam tests your ability to interpret business requirements, prepare the
data, design the application user interface, build the user interface and deliver the application.

Test distribution is as follows:

• Interpret Business Requirements – 12 questions

• Prepare Data – 10 questions

• Design the Application User Interface – 17 questions

• Build the Application User Interface – 18 questions

• Deliver the Application – 3 questions

2
 Tips & Tricks
Basic test taking skills that may help

• QCC and the recommended resources are good study materials – but
using it alone will NOT guarantee a passing score. A good portion of the
exam is based on experience and applying it to various scenarios
• This Qlik Notes primer is also a good study material – but use it as an
outline on topics to read up on
• Manage your time wisely – don’t spend too much time on a single
question, go through the entire exam once completely. Bookmark
questions that you are unsure of and come back to review
• Read answer choices carefully – a lot of answer options are very similar
with slight variations, they are not typos
3
 Tips & Tricks
Techniques that may help

• Manage your time wisely – don’t spend too much time on a single
question, go through the entire exam once completely. Bookmark
questions that you are unsure of and come back to review
• Read answer choices carefully – multiple answers may be very similar
with slight variations, they are not typos. The exam is designed such that
you must select the best answer.
• This presentation is a good exam reference – use it as an outline on
topics to study in more detail

4
Interpret Business
Requirements
 Interpret Business Requirements
Key Topics

Based on a Business Requirement scenario:

• Identify KPIs, dimensions and measures
• Propose appropriate business solution for various types
of users and devices
• Determine which dimensions, measures, and
visualizations should be added to a master library
• Compare and contrast Desktop vs. Server
Development
• Understand how Qlik Sense features apply (e.g.
responsive design) 6
 Sample Questions

While traveling, a business analyst checks email on a tablet and receives a

CSV file which needs to be immediately loaded into new Qlik Sense
Applications for different analysis by various teams. The file is also saved in
the company shared folder.

How should the applications be created and shared with the various teams?

A. Create the application on Qlik Sense Enterprise and upload to Qlik Sense
Cloud

B. Create the application on Qlik Sense Desktop and upload to Qlik Sense
Cloud

C. Create and share the application on Qlik Sense Enterprise

D. Create and share the application on Qlik Sense Desktop 7

 Sample Questions

Why should a business analyst add useful descriptions to master items?

A. To make it easier to find the right master item because descriptions are
searchable

B. To provide users additional information and context when adding master

items to a sheet

C. To provide users additional information and context when viewing the

visualization

D. To provide users additional information to help design a visualization

8
 Sample Questions

Which of the following statement describes a master item?

A. Master items are only available in published apps

B. A master item is an aggregation function that can be used throughout the

whole app

C. A master item is a visualization object that can be used in multiple apps

D. Master items are reusable assets that can be used throughout the app

9
Prepare Data
 Prepare Data
Key Topics

Given a data model:

• Determine the steps for loading data from a file-based
data source
• Resolve simple data modeling issues that exist (e.g.,
structure issues, circular reference, synthetic keys)
• Resolve simple data quality issues that exist (e.g.,
content issues, associations)

11
Design the Application
User Interface
 Design the Application User Interface
Key Topics

• Determine type of visualization to use based on the

information relationship (e.g., comparison, relationship,
distribution, composition, extension, etc.)
• Identify the appropriate number of dimensions and
measures to use in a visualization
• Determine appropriate sheet layout and/or organization
(DAR principle)
• Determine the options for chart configuration
• Identify the appropriate usage of visualization elements
(e.g. color, size, bubble measure, sort, title, etc.)
13
 Design the Application User Interface
Visualization Characteristics

• Understand Visualization use case, # of dimensions and measures supported

14
 Design the Application User Interface
Properties Panel

• Each visualization has options for configurations

• Limiting Data (fixed number, exact value, relative number)
• Configure reference lines in applicable Visualizations

Tip: Some questions are focused on a scenario with a target visualization and asks
for steps to recreate it, use the picture as a guide to selecting the correct answer

15
 Sample Questions

A business analyst needs to build two bar charts side-by-side. The charts use
a common dimension, but each chart has different measures. The analyst
needs to create a visual link between the two charts for the dimension.

Which is the easiest method to meet this requirement using color?

A. Use the FieldIndex function to set the colors by expression for each of the
dimension values

B. Select “By dimension” and “Persistent colors” in the Colors property panel

C. Use a series of IF statements to set the colors by expression for each of

the dimension values

D. Update the data model to set the colors for each of the dimension values
16
Build the Application User
Interface
 Build the Application User Interface
Key Topics

• Determine how to build the contents of a master library

• Determine the process for building an application with
objects and sheets
• Identify how to add images and/or install extensions
• Determine the steps to build and present a story
• Identify the source of rendering or data issues
• Determine steps to mitigate issues and problems
• Utilize Advanced Analytics to build the required metrics

18
 Sample Questions

A business analyst needs to add an image to a sheet using a text & image
object. Which object properties should the analyst consider?

A. Position; content library; responsive behavior

B. Responsive behavior; size; position

C. Data; size; master item

D. Content library; master item; size

19
 Sample Questions

An application contains 10 visualizations. A business analyst needs to build a

story based on these visualizations. How should the analyst effectively add
these visualizations to the story and tweak the labels?

A. Embed the sheet into the story and use the shape library to hide unwanted
visualizations

B. Take snapshots of the required visualizations and import them into the
story

C. Duplicate the sheet, remove the unwanted items, and embed this new
sheet into the story for each combination of objects

D. Copy and paste images of the required visualizations into the story and
add Text objects as needed
20
Deliver the Application
 Deliver the Application
Key Topics

• Determine the steps to deliver or update an application

• Focus is on Qlik Sense Enterprise deployments
─ Understand concept of Publishing, Custom Properties, Tags
─ Usage of Streams for Security and Organization of Apps
─ Differences in behavior for a Published App

22
 Deliver the Application
Publishing Apps

• Promotes a developed App to be shared with a designated group of Users

for collaboration
• Locks the original App content from further edits and limits the resources
and functionality available to the users
─ To update a Published App, need to duplicate the App and make changes in the
“My Work” stream. Once changes are complete, re-publish and replace the
original App

• Users can create new sheets with new analysis on a published app. Can
utilize Master Items, but cannot make edits to the Master Items

23
 Sample Questions

A business analyst tries to import an application into the Qlik Management

Console (QMC). The analyst receives a warning that a data connection
already exists.

What happens if the analyst continues to import the application into the QMC?

A. The data connection in the application fails to import, and the existing data
connection in the QMC is used

B. A new connection is created

C. The analyst is prompted with an option to select which data connection to

use

D. The data connection in the application is imported and overwrites the

existing connection in the QMC 24
 Sample Questions

A business analyst has developed an application on Qlik Sense Enterprise

called Country Sales which contains multiple images. This application must be
available from within both the Sales and Marketing streams, to which the
analyst has ContentAdmin rights. What should the analyst do in the Qlik
Management Console to meet this requirement?

A. Copy the CountrySales app and publish a copy into each stream

B. Import the images into the appropriate content library, then copy the
CountrySales app and publish a copy into each stream

C. Publish the CountrySales app into each stream

D. Import the images into the appropriate content library and publish the
CountrySales app into each stream
25
Appendix
 Resources
Recommended Prep Resources

• Some of the resources available from Qlik to help in preparing for the
exam (if fast tracking, around 40-60 hours to watch and prepare)
eLearning Classroom Other Resources
• New to Qlik Sense Videos • Certification website
• Qlik Community
100 Level • Qlik Sense Online Help
and Reference Manual

• Qlik Continuous Classroom • Create Visualizations with Qlik

200 Level Business Analyst Pathways Sense ($)
• Create Mashups with Qlik Sense ($)

• Webinars and workshops are periodically scheduled, check the Partner

Portal and work with your PAMs for dates
Remember…these resources alone will not guarantee a passing score,
experience working with Qlik Sense development lifecycle is recommended
27
 QCC Business Analyst Pathways
Recommended Courses
• To prepare for the exam, it is recommended to take all the courses, but
the following list of courses are strongly encouraged:
Analytics & Data Literacy Understanding Data * Introduction to Data Load Editor
Create a Simple App Load Data (cont.) Considerations when Loading Data from Excel
Data Load Basics * Using the Free Qlik DataMarket Package
Foundations of Building Visualizations * Sorting Items in Visualizations
Understanding Dimensions & Measures Limit Dimensions Displayed
Create Master Items Chart Expressions Overview
Select Data Introduction to String Functions
New User
Using Search Tools * Working with Variables
Create and Apply Bookmarks Color in Visualizations
Take Snapshots of Visualizations * Format Numbers in Visualization
Create Visualizations
Build and Play Stories Working with Dates
Reload Data for Analysis Nested Aggregations
Publish Apps Configure Reference Lines *
Data Load Basics Introduction to Set Expressions
Introduction to Data Model Viewer Advanced Set Expressions
Load Data Introduction to Data Manager Understanding Extensions
Data Manager Calculations and Transformations Introduction to Widgets
Data Manager Associations and Concatenations Share Apps Using Images Within Apps
* Free course for those not on Fast Track Program 28
Newly added course It is recommended to review all courses in the Chart Types section as needed
Q&A
Master Items
 Interpret Business Requirements
Master Items

• Dimensions, Measures, and Visualizations created and saved

in the Assets Panel of an App
• Facilitates re-use of objects in an Application, especially those
involving complex calculations
• Modifying a master item updates all references where used
• Fields option is no longer available in the Assets Panel in a
Published app, but users will be able to see the Master Library
• Can create drill-down dimensions to enable users to traverse a
hierarchy
• Create Master Dimensions and Measures in 3 way:
– Fields section in the Asset Panel
– Master Items section in the Asset Panel
– Data Model Viewer
Desktop vs.
Enterprise
 Interpret Business Requirements
Desktop vs. Enterprise

Some Key Differences in Desktop and Enterprise:

• Extensions, Images, and Apps must be copied to a specific directory
on the local Hard Drive in Desktop, but in Enterprise, they’re imported
in Qlik Management Console (QMC) into Content and Media library
• Sharing of Apps is different. In Desktop, QVF files need to be sent to
other users whereas in Enterprise, Apps can be accessed online
• Data connections need to be granted to users in Enterprise, whereas
the user has access to all data connections created on their Desktop
installation

33
Loading Data
 Prepare Data
Loading Data

• Understand the options for loading data in to Qlik Sense and selecting
the required data set to meet business needs
• Creating and accessing new Connections in Enterprise and Desktop
• Understand how to integrate data from Qlik DataMarket
• Know in detail how to use the Data Manager Tool and the basics of the
Data Load Editor to load data
• Understand basics of QVD file types

35
 Prepare Data
Data Associations

• Understand how Qlik creates associations between tables

• Understand concept of Joins, Keep, ApplyMap, Concatenate
expressions to link tables
─ Join – creates one table by combining tables based on the specified condition
─ Keep – tables remain separate, but records are reduced based on the
specified condition
─ Mapping/ApplyMap – transforms a field’s value based on a Mapping table
─ Concatenate – combines data from two data sources into the same table
provided the same fields

36
Troubleshooting
Loads
 Prepare Data
Troubleshooting Issues

• Basic profiling techniques in the Data Manager

• Previewing data and data model in Data Manager and Data Model
Viewer
• Common Data Model Issues

Circular Reference Synthetic Keys

38
Configuring Color in
Visualizations
 Design the Application User Interface
Configuring Colors in Visualizations

• Understand how to configure colors

─ Color by Measure

─ Color by Dimension

─ Colorby Expression (ARGB, RGB, Color, Colormix1,

Colormix2) 40
Extensions
 Design the Application User Interface
Levels of Customizations

Breadth of Development Skills

Qlik Sense
Platform
APIs
Qlik Sense
Mashups
Qlik Sense
Qlik Sense Extensions
Enterprise Qlik Sense
Widgets
Qlik Sense
Hub

Depth of Integration
 Design the Application User Interface
Customization Projects

Hub Widget Extension Mashup

(Application) (Custom Object) (Custom Object) (Application)

• Out of the box visuals, widgets and • Custom visualizations • Custom visualizations • Out of the box visuals, widgets and
extension • Web technology (HTML & CSS) • Web technology (HTML, CSS & extensions
• Standard Qlik Sense web • Extend the standard library of Qlik JavaScript) • Custom web experience
experience Sense visualizations • 3rd party libraries (ex. D3.js) (show/hide, progressive disclosure,
• Associative data model • Extend the standard library of Qlik custom layout, etc.)
• Modern web interface Sense visualizations • JavaScript and HTML knowledge
• Device agnostic • Refer to Qlik Branch for ideas and required
• Touch ready understand implications of using

Ideal for building selection oriented Ideal for implementing simple Ideal for implementing advanced Ideal for building customized User
Data Discovery & Self-service custom objects for KPIs, data tables custom objects for visualizations Interface utilizing Qlik Sense Engine
applications and navigation. and integration with other and visualizations
technology.

Web Development
Advanced Analytics
 Build the Application User Interface
Set Analysis

• Set Analysis allows you to create a different selection set from the one
generated by the interactive user
• You can use these alternate selection sets to filter data or compare, for
example, the current period’s sales with a previous period’s sales
• Here are few other examples for using set analysis:
─ Creating aggregates that ignore user’s selection
─ Comparing the selected population with the unselected population
─ Evaluating the intersection of two independent selection sets
• A set analysis expression modifies the context of the aggregation to which
it is applied

45
 Build the Application User Interface
Structure of a Set Analysis Expression
• Set analysis expressions are composed of 1 or more of the following components:
─ Identifier
─ Operator Identifier Modifiers

─ Modifier
Sum( {$<Year = {2013}> + <Country = {“USA”}>} Sales)

Aggregate Operator Measure

Function

• The most basic, and default, set analysis expression only contains only an identifier and
looks like this:
─ {$}
─ Sum(Sales) is syntactically equivalent to Sum({$} Sales)

46
 Build the Application User Interface
Identifiers

Represents the records of the current selection. The set expression {$} is thus the equivalent
$ to not stating a set expression.

Represents the full set of all the records in the application, irrespective of any selections made
1 by a user.

$1 Represents the previous selection. $2 represents the previous selection-but-one, and so on.

$_1 Represents the next (forward) selection. $_2 represents the next selection-but-one, and so on.

BM01 You can use any bookmark ID or bookmark name.

 Build the Application User Interface
Modifiers

• A set modifier modifies the selection of the preceding set identifier. If no

set identifier is referenced, the current selection state is implicit
• The modifier consists of one, or several field names, each followed by a
selection that should be made on the field, all enclosed by < and >
─ <Year={2007,2008},Region={US}>
• Field values can be quoted as usual
─ <[Sales Region]={’West coast’, ’South America’}>
Identifier Modifier(s) Identifier Modifier(s)

Sum( {$<Year = {2013}>} Sales) Sum( {1<Year = {2013,2014}>} Sales)

Aggregate Measure Aggregate Measure

Function Function
48
 Build the Application User Interface
Operators

+ Union. This binary operation returns a set consisting of the records that belong to any of the two set
operands.

- Exclusion. This binary operation returns a set of the records that belong to the first but not the
other of the two set operands. Also, when used as a unary operator, it returns the complement set.

Intersection. This binary operation returns a set consisting of the records that belong to both of the
two set operands. ‘,’ can also be used interchangeably for compound modifiers (but note the
* modifiers are enclosed within the same angular bracket <>)
• {$<Year = {2013} , Country = {‘US’,’Canada’}>}
• {$<Year = {2013}>*<Country = {‘US’,’Canada’}>}

/ Symmetric difference (XOR). This binary operation returns a set consisting of the records that
belong to either, but not both of the two set operands.

Operators can be applied to Identifiers and Modifiers!

 Build the Application User Interface
$ Expansion

• Dollar expansion is a way to substitute the contents of a variable into an

expression before it is evaluated.
SET current_year=’2017’
$(variable_name)
Sum({$ <Year={$(current_year)}>} Sales) is replaced with Sum({$ <Year={2017}>} Sales)

• It can also be used to substitute the contents of an expression into

another expression before it is evaluated.
$(=expression)
Sum({$ <Year={$(=Year(Today())}>} Sales) is replaced with Sum({$ <Year={2017}>} Sales)

50
 Build the Application User Interface
Calculations on Aggregated Results

Sometimes you may be required to aggregate a data set with one function
before applying a second aggregate function.

Name Gender Age

• What is the average age of the youngest Man and
Jim Smith M 43
Woman?
Mary Jones F 27
• First we need to find the minimum age by Gender, then
Jane Doe F 53
average those ages
Mike Hall M 23
• Aggr( expression, dimension)
Jeff Williams M 37
Kathy Walker F 42 • Aggr (Min(Age), “Gender”)
Bill Baker M 35 • Avg(Aggr(Min(Age), “Gender”))

51
 Build the Application User Interface
DISTINCT and TOTAL

Sometimes you will want to alter the default aggregation behavior of Qlik
Sense. DISTINCT and TOTAL are two keywords that can be applied to
aggregations.

─ DISTINCT is used when you want duplicates resulting from the evaluation of the
function arguments to be disregarded.
─ TOTAL is used in advanced calculations where you want the aggregation to
disregard the dimensional value defined in the chart. A common case where this
is used is when you want to calculate a ratio between a chosen number and the
corresponding total number, i.e. a relative share of something.

52
 Build the Application User Interface
P() and E() Functions

• The P() and E() functions are a way for you to parameterize an element
set in the modifier when you don’t know the value set
• Example: What are the total sales for Customers who bought product
’ABC’
─ We do not know the actual list of Customers so we would not be able to write a
set analysis =Sum({1<Customer = {?}>} SalesAmount)

• P() - Evaluation of the Possible (or associated) values of a selection

=Sum( {1<Customer = P({1<ProductName={‘ABC’}>} Customer)>} Sales )
• E() – Evaluation of the Excluded values of a selection

53
Publishing Apps
 Deliver the Application
Change in Behavior of Published Apps
Work in Progress Published

Data Manager
Navigation Menu Options Data Load Editor
Data Model Viewer
Chart
Custom Objects
Assets Panel Menu Options Master Items
Fields
Variables
Ad Hoc Data Load
Bookmarks Create, Edit, Delete Create or Delete Personal (cannot share);
Use Base Bookmarks
Sheets Create, Edit, Delete Create, Edit, Delete, Publish Personal;
Duplicate Base Sheet
Visualizations Create, Edit, Delete Personal Only
Functionality
Stories Create, Edit, Delete, Play Create, Edit, Delete, Publish Personal Only;
Play Base Stories
Master Items Create, Edit, Delete Use Only (all users)
Create, Edit, Delete (Content Admin)
Variables Create, Edit, Delete Use Only

Exploration menu changes Apply or Discard Apply only for Session Analysis 55
 Consume (cont.)
Streams

• Security Mechanism for controlling access to a collection of similar Apps

• Default Streams include: SALES STREAM

─ Everyone – accessible by authenticated Users Users

─ Work – User’s personal work space for Apps FINANCE STREAM

• Each App can be published to only ONE Users

Stream EVERYONE

WORK

Users Designer

56
Qlik Sense Security
 Roles within Business Process
The system administrator can set
up rules for the resources access
control. The rules are divided into Rules Engine
three parts:

• Resource: The resources that Resource • Groups – Can be populated from

Reject
the rule applies to identity providers like Active
Directory. Qlik Sense Security rules
• Action: The action that the will have to be configured to utilize
user is allowed to perform, if
the condition is true
• Roles – Default roles are provided
Action in the QMC that can be mapped to
• Condition: A logical condition
that, if evaluated as true, users
grants access
• Custom Properties – Can be
• Attributes connected to created in QMC to extend user
resources or users may be Attributes attributes. Each property can have
used in the rules (e.g. name of
user or resource, type of
resource, and Active Directory
multiple values which can be
leveraged for creating sync rules on
Grant
groups) multi-node deployments

• Tags are useful for grouping

objects to make searching Conditions 58
more efficient
 Default Security Roles

• RootAdmin: Full access to all Qlik Sense resources. Only role that can
import Extensions
• SecurityAdmin: Manages overall security. No access to Task resources
• ContentAdmin: Manages apps and associated tasks. No access to
schedulers and sync resources. Can upload Images to the Default Media
Library Folder through QMC and when editing Sheet (if not published)
• DeploymentAdmin: Manages environment but not the content
• AuditAdmin: Read access to all resources. Can audit who sees what but
not change anything

59