Data Visualisation

Qlik Sense®
Contents

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Contents

Slide
Visualisation process 6
®
Introduction to Qlik Sense 15
Installation process 19
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Qlik Sense basics 21
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Qlik Sense user interface 47
Hands on exercise - CORDIS 58
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Qlik Sense other features 118
Hands on exercise – Problem Solving 122
Individual projects & Presentation 133

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Roundtable and introductions

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Roundtable and introductions

• Who am I?
- Name
- Business
- Etc.
• Which data am I working with?
• What experience do I have with Qlik Sense or other visualisation
tool?
• What would I like to learn?

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Visualisation process

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Visualisation Process
Different stages of visualisation

• Good visualisation is about making good decisions.

• To make the best decisions you need to be familiar with all your options and
aware of the things that will influence your choices.
• In order to end up with a satisfying result in data visualisation, it is important to
follow a step-by-step process approach in order not to overlook any relevant options.
• There are four main stages of this process:

1 2 3 4
Formulate the Collect and Consider Develop visual
question prepare data medium representation

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Visualisation Process
Different stages of visualisation

• When creating a visualisation, the first step should always be to clearly state the
question to be answered.
• By being conscious of the answer we need, we can more effectively choose the
data required to answer it.
• A common mistake is to dive head first into all the available data and end up
losing the initial goal and over-complicating a rather simple process.

1
Formulate the
question

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Visualisation Process
Different stages of visualisation

Collect Data In this step we ensure that we have all the

data we need in the right structure.
Before being able to visualize it is
important to collect the data needed to After collecting the data it is also best to do
answer the business question. some sense checks on the data such as:
It is important to consider the following: • How accessible is the data for all
stakeholders?
• What do we want to represent?
• Is the content of the data still valid,
• Which variables contain this
consistent and accurate?
information?
• Is the data relevant to my business
• What type of variables are they? question?
• What are their properties (e.g. range)? • Is the data in the correct format for my
2 •
visualisation?
Did we use the right granularity for all?
Collect and • Is my data set complete?
prepare data

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Visualisation Process
Different stages of visualisation

Prepare Data
After collection some additional data
preparation might be required. Here it is
important to check if amongst others:
• Additional computed variables need to
be created
• Filtering on the data is needed
• Links between different datasets are
required
• Etc.

2
Collect and
prepare data

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Visualisation Process
Different stages of visualisation
When preparing or collecting data it is important to understand the different types of
data available:

Quantitative Qualitative

• Data dealing with numbers • Data dealing with descriptions

• Data which can be measured • Data can be observed but not measured
• Two types:
• Categorical • Data can be categorical only
• Continuous • E.g. colours, mood, countries, etc.
• E.g.: length, volume, speed, weight
category, coordinates, etc.

2
Collect and
prepare data

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 Visualisation Process
Different stages of visualisation
Some examples:

Geospatial Network Textual

• Data specifying a location in • Representing a hierarchical or • Data consisting of text

space and time non-hierarchical • Usually analysed to produce:
• E.g. Coordinates: relationships/interactions • Text categorisation;
between entities
• Text clustering;
Lat: 51.0543, long: 3.7174 • Examples include:
• Concept and pattern
• Graphs representing extraction;
N 51 3’16”, E 3 43’3” relationships between entities
• Document summaries,
(e.g., FB friends);
2 • Interactions (e.g.,
communication traces in
• And sentiment analysis
etc.
social networks); • Has to be “mined” before
Collect and analysis
• And hierarchies (e.g.
prepare data taxonomies). • E.g. Shakespeare (sonnet 18)
• E.g. linkedin data
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Visualisation Process
Different stages of visualisation

In order to choose a good medium a couple of questions should be asked. Some examples
could be:
• Will the visualisation be printed or digital?
 In print we have a set space that we can predefine, while digitally we have to take
into account how it will look on different screen types and sizes.
 In print the colour output can be tested and set, but digitally colours can appear
differently from screen to screen, and ruin the outcome.

• Will it be static or interactive?

 If it is static all we need to do is design a single layout. But if it’s interactive we have
to consider how elements change and how this affects the information conveyed
3 and the aesthetics of the bigger picture.

Consider
medium

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Visualisation Process
Different stages of visualisation

Now is it time to decide on the appearance Different types of visualisation are

of the visualisation itself. available such as:
The optimal visualisation design depends • Charts (barchart, linechart, piechart,
on two factors, primarily: etc.)
• the message to be conveyed to the • Static powerpoints
audience or the question to be • Interactive dashboards
answered
• Pictures
• and the variables to be shown. • Infomercials
• Movies
• Etc.
4
Develop visual
representation

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 ®
Introduction to Qlik Sense

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Introduction to Qlik Sense®
What is Qlik Sense®?

• Qlik Sense® is a platform for visual data analysis. It allows

users to easily analyse data and uncover useful insights.

• It is highly flexible and aims to create actionable insights that

can lead to meaningful impact.

• Qlik Sense® , allows to share this knowledge with others. It

also provides the opportunity to analyse in groups or across
different organisations.

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Introduction to Qlik Sense®
What are the key strengths?

Interactive interface User empowerment Dynamic data

management

• Easy handling of • Develop your own • Flexibility in the use

follow-up questions data visualizations of data sources
• Allows for a dynamic • Build dashboards on • Open connection
iterative process ad-hoc data sources allowing continuous
• Tailor-made updates
solutions • Data processed “in
memory” increasing
speed

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Introduction to Qlik Sense®
What are the key strengths?

Mobile Friendly Easy publication and Story telling feature

collaboration

• Responsive design • Publish and share an • Provides narration to

• Allows for app embedded in enable clear
visualizations and websites communication
build on all mobile • Qlik cloud • Combines
devices • Pdf or image exports visualizations,
reporting,
• Data exports in
presentation and
current states
analysis techniques

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 ®
Qlik Sense installation process

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Qlik Sense® installation process

®
The software used for this workshop is Qlik Sense Desktop.

To install it:
1. Navigate to the following website:
http://www.qlik.com/try-or-buy/download-qlik-sense
2. Fill in the form and click “Download Now”;
3. Once downloaded, run the installer and install the client.

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 ®
Qlik Sense basics

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Qliksense® basics
Overview

Associative selection model

Selection colours
Apps
Sheets
Visualisations
Functions
Expressions
Dimensions
Measures
Master items
Seeking help

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Qlik Sense® basics
Associative selection model

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• Making selections is the main interaction method in Qlik Sense . Selections filter
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out a subset of the data that is loaded into Qlik Sense .

• Selections are done by clicking on the visualisations.

• Multiple selections over different visualisations are connected with an AND logical
relationship. This means that data displayed will be only that which fits all
selections.
Complete dataset
Filter 1
Filter 2

• This means that the more selections one makes the more he refines the focus of his
selection.

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Qlik Sense® basics
Selection colours

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In Qlik Sense there are three colours when it comes to selection:
• indicates selected values;
• indicates associated values;
• indicates non-associated values.

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Qlik Sense® basics
Apps

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• The main component of Qlik Sense is
the App.
• An app is made up of a combination of:
• Sheets containing data objects (i.e.
measures, dimensions, variables
and visualisations);
• Bookmarks;
• and Stories.
Example of an app

• The app also includes the data needed

to perform analysis in a structured
data model.
• Example file:

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Qlik Sense® basics
Sheets

• A sheet is where the data objects are placed. An app can include several sheets.
• Every sheet can be viewed in its edit view for editing and its done view for
exploration and analysis.
• Remember! The various sheets in an app are connected to each other. This means that
selections you make one sheet affect the visualisations on the other sheets as well.

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Qlik Sense® basics
Visualisations

Visualizations are used to present the data loaded in the app.

Qlik Sense® includes chart items which are what you use to create
visualizations.

Often you can convert from one chart to another while keeping all values and
data untouched. This helps when you want to view a visualisation from a
different perspective.

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Qlik Sense® basics
Visualisations

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Qlik Sense provides a diverse set of visualisation types to display data according to the
needs of each circumstance.
Bar charts
Combo charts

Line charts
Scatter plots
Pie charts

Filter panes Maps

(Pivot) Tables

KPIs

Gauge

Tree map

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Qlik Sense® basics
Visualisations

Bar chart
• It is used to compare items and data over time.
• Grouping and stacking bars makes it easy to visualize more than one measures.
• It is used to visualise the different values of a measure in different categories.

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Qlik Sense® basics
Visualisations

Line chart
• It is used to display trends and compare changes over time. It is best used when the
horizontal dimension is evenly spaced, such as the case with months, quarters, or
fiscal years.

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Qlik Sense® basics
Visualisations

Combo chart
• It combines absolute and relative values by combining features of the bar chart and
the line chart.
• You can use bars and lines to represent different categorical groups in the same
visualization.

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Qlik Sense® basics
Visualisations

Scatter plot
• It is best used when you are trying to display the distribution and relationship of a pair
variables. The scatter plot helps detect potential relationships between values, and
identify outliers in data sets.
• Additional information can be illustrated through the size and/or colour of the dots.

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Qlik Sense® basics
Visualisations

Pie chart
• It is best used to display proportional data, and/or percentages.
• Since the pie chart represents the size relationship between the parts and the entire
entity, the parts need to sum to a meaningful whole.
• It is best to avoid the pie chart when there are many values as it can easily become
cluttered and unreadable.

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Qlik Sense® basics
Visualisations

KPI – Key Performance Indicator

• It displays the state of key variables of an organisation.

• It is used to evaluate performance of different metrics in an organisation.

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Qlik Sense® basics
Visualisations

Gauge
• It is used to indicate the completion of a goal.
• The gauge is often used to present KPIs, for example, on an executive dashboard, and
together with segmenting and colour coding, it is an effective way of illustrating a
performance result.

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Qlik Sense® basics
Visualisations

Map
• It is used to display data as point and or areas on a map.
• It is used to display the geographical distribution of variables, such as sales by office,
store, city or country around the world.

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Qlik Sense® basics
Visualisations

Pivot table
• It is used to summarise and create a cross table view of data. It is particularly useful
when you want to include several dimensions or measures in a single table, and then
want to reorganize them to explore different subtotals.
• In a pivot table you can analyse data by multiple measures and in multiple dimensions
at the same time. You can rearrange the measures and dimensions to get different
views of the data.

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Qlik Sense® basics
Visualisations

Table
• It displays values in record form, so that each row of the table displays the fields
aligned as in the data source. Fields containing calculated values can also be added.
• Use them when you want to view detailed data and precise values rather than
visualizations of values.

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Qlik Sense® basics
Visualisations

Filter pane
• Essentially an index to make selections to reduce the dataset by controlling what data
is reflected in the visualizations on a sheet.
• Multiple filter panes can be combined, to easily make several selections and define
your data set exactly like you want it.

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Qlik Sense® basics
Visualisations

Treemap
• It is used to display a large amount of hierarchical data within a limited space.
• It is great at displaying aggregate data and allowing exploration through drilling down.

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Qlik Sense® basics
Functions

• Functions are used to manipulate data in apps. There are several hundreds available
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functions in Qlik Sense that can be used for various purposes, such as to perform
calculations, interpret data, determine conditions etc.
• Functions always take their parameter(s) enclosed in parentheses ( ).
• An overview can be found:
https://help.qlik.com/en-
US/sense/3.1/Subsystems/Hub/Content/Scripting/functions-in-scripts-chart-
expressions.htm
• Some examples of functions:
• IF ( ) • AVG ( )
• COUNT ( ) • NUM ( )
• AGGR ( ) • RANK ( )
• DATE ( ) • RGB ( )
• SUM ( ) • CYAN ( )

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Qlik Sense® basics
Expressions

• Expressions are combinations of fields, variables, operators, functions and numbers

put together in a structured way to calculate a value.
• Expressions are used in scripts and chart visualisations, to manipulate data and/or
affect appearance.
• The presence of the following icon indicates the possibility to use an expression. It
opens the Expression Editor, a handy tool that assists in the creation and debugging of
expressions.

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Qlik Sense® basics
Dimensions

• Dimensions determine how the data in a visualisation is grouped. In essence

they offer the lens through which we break down and explore our data.
• For example the dimension will be represented by slices in a pie chart or bars in a bar
chart to view the contribution of funds by country or by project.
®
• In Qlik Sense dimensions are created automatically from the fields in the source
data. Additionally custom dimensions can be created.
• Dimensions can be single or drill-down

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Qlik Sense® basics
Measures

• Measures are calculations used in visualizations, typically represented on the y-axis of

a bar chart or a column in a table. Measures are created with expressions composed of
aggregation functions, such as:
• Sum: Calculates the sum of the field’s values for each value of the
dimension;
• Avg: Calculates the average of the field’s values for each value of the
dimension;
• Count: Calculates the number of values in the field for each value of
the dimension;
• Min: Calculates the minimum value of the field for each value of the
dimension;
• Max: Calculates the minimum value of the field for each value of the
dimension.

• Additionally custom measures can also be created and are a major part of any Qlik
project.

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Qlik Sense® basics
Master Items

• Master items are customised and reusable assets such as visualizations, dimensions
and measures that you can use throughout your app.
• You can use a master dimension in as many of your visualizations as you like and
maintain it in just one place. Any updates you make to the master item will be applied
everywhere the master item is used.

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Qlik Sense® basics
Seeking help

®
• Qlik Sense online help pages
Always remember there are online help pages that describe most of the features
available.
https://help.qlik.com/en-US/sense/3.1/Content/Home.htm

®
• Qlik Sense Community
Also if something is not documented in the formal documentation it will most
probably exist in the forums. This is where you will refer to most often when.
https://community.qlik.com/community/qlik-sense

• Tip! When searching google, check out results for Qlik View. Often the answer will
®
also be applicable in Qlik Sense .

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 ®
Qlik Sense user interface

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Qlik Sense® user interface
Qlik Sense® Hub
®
The Qlik Sense Hub offers an overview of all your apps and is where you create a new
one.

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Qlik Sense® user interface
App overview

1 2 3 4

Navigation button, used to navigate between the main interfaces of app

creation
1. The App overview is where you can see all the components of your
app.
2. The Data manager allows you add data to and manage data in Qlik
Sense®.
3. The Data load editor allows more technical users to add data to their
app and determine details through a scripting language.
4. The Data model viewer allows the user to visualise the data sources in
his app and the connections between them.
5. Brings the user back to the Qlik Sense® hub where all the apps are
hosted.

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Qlik Sense® user interface
App overview

1 2 3 4

Dropdown menu with three

choices: Add data, Help and
About.

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Qlik Sense® user interface
App overview

1 2 3 4

Save button, also remember to

just Ctrl + S from time to time.

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Qlik Sense® user interface
App overview

1 2 3 4

The three dots toggle the grey area, either collapsing or expanding it.
“Show app information”

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Qlik Sense® user interface
Data addition menu
®
There are a variety of different options to import data into Qlik Sense . It is possible to
import data locally or from web services.
• Text files (CSV or TSV files).
• HTML tables.
• Excel files
• XML files.
• Qlik native QVD and QVX files.

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Qlik Sense® user interface
Data addition menu
Data can also be uploaded using the data load editor, writing scripts.

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Qlik Sense® user interface
Data preparation menu
From this menu we prepare the data we import to our app.
• We can select the columns we need and remove the rest for faster data loading and
interaction times;
• We can rename the columns to more readable or useful labels;
• Finally we can determine the types of the fields imported for optimal analysis.

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Qlik Sense® user interface
App overview
In the app overview, we can view and edit the contents of our app. These include the
sheets, the bookmarks and the stories.

Overview of all sheets in the same app

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Qlik Sense® user interface
Sheet edit interface
This is where the main work is carried out, that is creating your app’s sheets.
1. Here you access your Stories, Bookmarks and Sheets, and switch between sheet views;
2. Here you find your Charts, Custom Items, Master items, fields and variables;
3. From here you find and edit the properties of the currently selected chart.
4. Cut, copy, duplicate delete, undo and redo.
1
3

4
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Hands on exercise
Visualising CORDIS Data

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Hands on exercise
Visualising CORDIS Data

Context Instructions
• For our first hands on exercise we will • During the next slides any text written in
create a dashboard using data from the black indicates explanations.
European Commission’s Community
• Any text written in red indicates actions
Research and Development Information
you need to take for the exercise.
Service (CORDIS).
• CORDIS is a portal for information on
EU-funded research projects.
• For our exercise we will be exploring a
dataset containing information on
research contributions by the EU to
different countries, for different projects
under the HORIZON 2020 (H2020)
framework programme for research and
innovation from 2014 to 2020.

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Hands on exercise
Visualising CORDIS Data

Preparing our data

®
In the Qlik Sense Hub click on “Create new app” give it a name and click “Create”

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Hands on exercise
Visualising CORDIS Data

Adding our data

Upon opening your empty app 1
you are prompted to add data to
it. 2
Select “Add data”
From the next menu choose
“Excel files” 3
Navigate to the CORDIS
H2020 Organisations.xlsx
file and select it.

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Hands on exercise
Visualising CORDIS Data

Preparing our data

De-select all the columns after “city” and click “Load data and finish”

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Hands on exercise
Visualising CORDIS Data

Our First Sheet

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Hands on exercise
Visualising CORDIS Data

Our First Sheet

Click on the sheet name to rename it and to add a description.
For example “CORDIS 1”

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

Drag and drop a “Pivot table” chart from the left onto your sheet.
Notice that when doing so you can move it around to preview the position it will take on
your sheet.

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

Add the dimension “country”
Add the measure “Sum(ecContribution)”

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

OK now let’s add another
dimension to our pivot table.
Drag “ProjectAcronym” on to your
pivot table from the “Fields” menu.

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

Now let’s Fix the appearance of our pivot
table.
Using the anchors to make the pivot table
the narrowest possible while still displaying
both columns.
Then click on the Done button to view your
sheet as it will be displayed when in use.
Notice the difference of appearance between
the “edit” menu and the actual “preview”

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

Our pivot table is by default sorted alphabetically, which is not the best option for our
case. Let’s sort it by the SUM of the contribution received:
• From the “Sorting” menu
de-select “Auto” sorting.
• Select “Sort by expression”
• Input “Sum(ecContribution)”
• Select “Descending”
• De-select “Alphabetically”
• Do the same for projectAcronym
using "ecContribution"

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

Another noticeable issue is that the appearance of the values in our table our not
consistent.
In the “Data” menu,
under measures,
Sum(ecContibution)
change the number
formatting to “Money”
and format the pattern
to display the values in
euros by replacing the
“£” symbols.
The key for the “€” symbol
should be “Right Alt + E”

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

If you click on “Done” to view the pivot table and scroll through, you will notice that it
also lists a number of countries that have received no contributions. We do not need those
in our table.
In the “Data” menu,
under rows, under
country:
Add a Limitation of
“Exact value” for values
greater than “0”
Also de-select the
“Show others” button
Repeat the same under
Project.

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

Finally let’s fix the labels of our table. The row, column and measure labels are auto-
generated from the field name. the rest are empty by default.
In the “Data” menu,
go through the rows
and the measure and
make their labels
more human friendly.

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Hands on exercise
Visualising CORDIS Data

Adding a Pivot Table

Finally let’s fix the labels and titles of our table. The row, column and measure labels are
auto-generated from the field name. The rest are empty by default.
In the “Appearance” menu,
under “General”, add a
Title, Subtitle and Legend
to better describe your
pivot table.

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Hands on exercise
Visualising CORDIS Data

Adding a Bar Chart

OK! Next let’s add a bar chart that will automatically adapt to our choices in the pivot
table and help visualise the amounts to better convey their magnitude.

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Hands on exercise
Visualising CORDIS Data

Adding a Bar Chart

Add “country” as a dimension
Add “Sum(ecContribution)” as a measure

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Hands on exercise
Visualising CORDIS Data

Our first linked interactive visualisation

• Click on “Done” to view your sheet in its proper form
• Notice how the charts have been automatically linked and both adapt based on
selections on either one
There are many ways in which you can explore your data and the more objects you add
the more complex the options!

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Hands on exercise
Visualising CORDIS Data

Adding a Bar Chart

Let’s refine our bar chart and go on to the next part of our sheet.
• Add a title
• Remove the Y Axis Title as its redundant
• Make the Y Axis scale narrower

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Hands on exercise
Visualising CORDIS Data

Adding a Map
It’s time for everyone’s favourite chart, the map!
Maps require special “Shape” data to define the locations. This data includes coordinates
that outline areas and pinpoint locations.
We have provided you with just that.
Open your “Data manager”
in a new tab.

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Hands on exercise
Visualising CORDIS Data

Adding a Map
In the Data manager click on the little cross on the right, to add a data source.

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Visualising CORDIS Data

Adding a Map
Navigate to and select the “WorldKMLData.qvd” file. Click next.

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Visualising CORDIS Data

Adding a Map
From the selection menu de-select the “WorldCountries.FullName” and
“CountryISO_Numeric” as we won’t need them.
Then click “Load data and finish”.

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Visualising CORDIS Data

Adding a Map
We are now in the associations menu. In this menu we can link different data sources
based common data fields.
Each bubble represents a different data source.

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Visualising CORDIS Data

Adding a Map
Drag and drop the “WorldKMLData” bubble onto the “CORDIS” bubble to create an
association.

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Visualising CORDIS Data

Adding a Map
On doing so, notice that Qlik Sense automatically detects that there are common values
between the country code fields of the two data sources.
The orange colour indicates a medium level of common values. This can also be green, for
a very good match, or red, for no match at all.

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Visualising CORDIS Data

Adding a Map
Click on the association name and rename it to “Country” for simplicity.
Then click on “Load data”, at the top right corner to include the new data in your app.

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Visualising CORDIS Data

Adding a Map
We will also add some country population data to use later on.
Navigate to and select the “WorldPopulations.xls” file. Click next.

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Visualising CORDIS Data

Adding a Map
Drag the populations source on to the WorldKMLData source.
Create an association between the “CountryISO_3Char” and the “Country Code” fields
and rename it “Country ISO3”.
Then click on “Load data”, at the top right corner to include the new data in your app.

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Visualising CORDIS Data

Adding a Map
Upon returning to your sheet, notice that the charts display errors now. This is because
now there is an error with a dimension, as we renamed a field name “country’ to
“Country”.
Simply update the field and your charts will pop back.

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Visualising CORDIS Data

Adding a Map
Now let’s add the map to our datasheet.
Drag and drop the “Map” chart onto the top right corner of your sheet.

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Visualising CORDIS Data

Adding a Map
Find the “Country” field in the “Fields” menu under “WorldKMLData” and drag and
drop it onto the map chart.

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Visualising CORDIS Data

Adding a Map
Find the “WorldCountries.ShortName” field in the “Fields” menu under
“WorldKMLData” and drag and drop it onto the map chart. Select “Add as area layer”.

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Visualising CORDIS Data

Adding a Map
Next we must add the contribution data to our map.
Drag and drop ecContribution onto the map and select “Color by” -> “By measure” ->
“Sum(ecContribution)”

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Visualising CORDIS Data

Adding a Map
The result should look somewhat like this.

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Visualising CORDIS Data

Adding a Map
Now when navigating to the “Done” view and selecting the UK on the map, we see that the
amount is “0”. Obviously this should not occur. When checking other countries we note
that it is the same for Greece and is due to the use of a different country code between the
EC, used in CORDIS, and the international ISO-2 specification, used in the
WorldKMLData file.

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Visualising CORDIS Data

Adding a Map
This is a great opportunity to demonstrate one of the most versatile features of Qlick
Sense, the “Data load editor” and do some scripting.
Click on the “Navigation” button and open the “Data load editor” in a new tab.

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Visualising CORDIS Data

Adding a Map
Head to the “Auto-generated section” and click “Unlock” and again “Unlock”.
Here we have automatically generated parameters indicating how to interpret the data
contained in our data sources. Notice the purple text indicating our two sources.

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Visualising CORDIS Data

Adding a Map
®
We need to modify the way Qlik Sense loads the data of our “CountryISO_2Char” field,
to conform with the code used by the EC.
Modify the line as shown below and click “Load data”.

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Visualising CORDIS Data

Adding a Map
®
We need to modify the way Qlik Sense loads the data of our “CountryISO_2Char” field,
to conform with the code used by the EC.
Modify the line as shown below and click “Load data”.

CODE:
if([CountryISO_2Char]='GR','EL',if([CountryISO_2Char]=
'GB','UK',[CountryISO_2Char])) AS [Country]

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Visualising CORDIS Data

Adding a Map
Going back to your sheet, the UK and Greece should now both display a value.

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Visualising CORDIS Data

Adding a Map
Now that we have our data working, let’s finalise the appearance of our map.
Add a title, remove the legend and position it at the right in a square shape.

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Visualising CORDIS Data

Adding a Gauge
Now we will add a gauge to sum up our selections and display the part of total we have
gathered. Drag and drop the gauge chart onto your sheet.

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Visualising CORDIS Data

Adding a Gauge
Add the measure “ecContribution” to your gauge.

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Visualising CORDIS Data

Adding a Gauge
Now let’s refine our gauge according to our purpose.
From the Measures menu, under data, format the values to appear in “€” and without
decimals.

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Visualising CORDIS Data

Adding a Gauge
Now let’s refine our gauge
according to our purpose.
From the Appearance menu,
under presentation, add a
range limit of
Max=15519180429 as that is
the total amount of
contributions.

Also format for “Labels

only” and a “Wide” scale.

Finally add a title.

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Visualising CORDIS Data

Adding a Logo
Now let’s add a finishing touch to our sheet.
Drag and drop a “Text & image” chart onto your sheet.

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Visualising CORDIS Data

Adding a Logo

Head to the following path in your computer:

C:\Users\<user>\Documents\Qlik\Sense\Content\Default

Copy and paste into this folder a file of your choice from the collection of European
Commission logos.

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Visualising CORDIS Data

Adding a Logo
Click on the cross and from the menu that appears click on the image icon at the right.

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Visualising CORDIS Data

Adding a Logo
Find the logo you added in the default folder and click “Insert”.

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Visualising CORDIS Data

Adding a Logo
Finally, now that we have our new data including country names we can make them
appear in our pivot table as well, making it more readable. Select it and change the field
to “WorldCountries.ShortName” and de-select “Show null values”.
Remember! Each name is still connected with the correct contribution value through the
common “Country” field.

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Visualising CORDIS Data

First sheet done!

Click on “Done” and admire your first sheet. Congratulations!

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Visualising CORDIS Data

Shifting perspective
However! There is a slight issue with this sheet. As we by now all agree, visualisations can
be misleading. In this case and particularly due to the map and bar chart, one could come
to the conclusion that certain countries are granted an uneven amount of funds. But is
this really the case..?

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Visualising CORDIS Data

Shifting perspective
By selecting just the 4 top countries we are already get over 50% of the total
contributions.

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Visualising CORDIS Data

Shifting perspective

This is a very good example of “shifting the perspective” and changing the lens through
which we view a matter.

Be aware that the viewer may not always have all information necessary to fully
understand the context. Still as an analyst of the data it is important to gather the correct
insights into the data.

So to illustrate the importance of different perspectives on the same data, let us add the
population per country into the mix and view the same information per capita!

This should provide us with different insights.

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Visualising CORDIS Data

Shifting perspective
Open your sheets menu, right-click on your first sheet and select “Duplicate”.
Rename the duplicate sheet to “CORDIS per Capita” and open it.

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Visualising CORDIS Data

Shifting perspective
Select the Barchart and modify the fields of its “Data” menu accordingly.
Also change the barchart’s and the gauge’s colour to green to differentiate from the other
sheet.

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Visualising CORDIS Data

Shifting perspective
Select the Map and modify the colouring option accordingly.

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Visualising CORDIS Data

Shifting perspective
Now click on “Done” and witness a quite different, and indeed more equal
distribution of funds than previously!

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 ®
Qlik Sense other features

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Qlik Sense® other features
Stories Demo

Qlik Sense’s Stories feature offers a simple and easy way for showcasing one’s insights to
others. Stories allows you to create slides that combine conventional presentation features
with content captured in a handy way from your Qlik Sense sheets.

The stories created can be shared through the cloud or saved in PDF form to print.

®
Data storytelling in Qlik Sense follows the simple methodology below:
1. Collecting insights
2. Selecting useful insights
3. Building a story
4. Emphasise important information
5. Present the finished story

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Qlik Sense® other features
Qlik Cloud Demo
®
With Qlik Sense you can also create app on the Qlik Cloud or upload any app you
®
created locally to it. The cloud offers the same environment as Qlik Sense desktop, but
can be accessed from anywhere with an internet connection.
When your app is ready you can publish it and share it with other users. A published app
is not editable. This means that others will not be able to edit your published sheets and
stories, but they will be able to use them to analyse the data. If needed you can update
sheets that you have published, and republish them.

Qlik Cloud: eu.qlikcloud.com

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Qlik Sense® other features
Qlik Sense® on mobile Demo

To access your apps and stories on mobile you simply need to navigate to your Qlik Cloud
®
or server on which you’re hosting your Qlik Sense implementation through your mobile
device. Once there you can explore everything like normal as it automatically adapts to
your screen.

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Context
®
In this section we will let you work independently on some exercises in Qlik Sense .
You will find all the exercises in the app and other accompanying files provided by us.
These exercises will contain new functionalities not covered in the CORDIS exercise to
®
further understand the possibilities of Qlik Sense .
The data set provided is a fictional sales dataset.
Here is an overview of what we will cover during these exercises:
• Custom measures
• Drill-down dimensions
• Rank functions
• Set Analysis
• etc.

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Reference guide

Creating Variables
Variables are objects whose values are not fixed, but are calculated according to
current conditions when called within an expression.

An example of a variable is the following:

• =max(MonthNum)-1

In this example the variable calculates the maximum value of the MonthNum
field and then subtracts 1. This is a common trick used to calculate previous
years to a current selection.

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Reference guide

Calculation Condition
In the “Add-ons” menu of some visualisations you can add a “Calculation condition” for
when the chart should appear or not.
This comes in handy when it doesn’t make sense for a chart to be drawn unless some
conditions apply.

An example of a calculation condition is the following:

• if(GetSelectedCount(FIELD)>=1,1,0)

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Reference guide

Reference Line
In the “Add-ons” menu of some visualisations you can add a “Reference line” to compare
against.
This is useful when you have a benchmark value you want to check against. The reference
line is calculated with an expression.

An example of a reference line expression is the following:

• =avg(TOTAL Aggr(sum(Sales),[%OrderDate.autoCalendar.YearMonth]))

In this example the reference line indicates the average sales.

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Reference guide

IF Statements
If statements are used when we need to calculate the value of a measure while taking into
account multiple possibilities for our criteria.
An IF statement always follows the IF(condition, then, else) syntax.

An example of a reference line expression is the following:

• =IF(sum(Sales)>=10, ‘blue’, ‘magenta’)

In this example an if statement is used to colour a field based on its possible values.

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Reference guide

Set analysis Basics

Set analysis is a technique used to create and view multiple concurrent subsets of our
dataset.
It is a necessary process when we need to compare between sections of our data or
visualise data irrespective of the selections made.

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Reference guide

Set analysis Syntax

A set expression always starts and ends with curly brackets { }

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Reference guide

Set analysis Dataset Selectors

The $ operator indicates to calculate the set based on current selection.

The 1 operator indicates to calculate the set based on the whole dataset and irrespective of
selection.

®
Remember! Everything is case sensitive in Qlik Sense expressions, this includes field,
dimension, measure and variable names, and field values.

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Reference guide

Set analysis Wildcards

When creating items such as measures, dimensions and variables there are certain
“wildcard” characters that can be used:
• The question mark ? symbol indicates a single unknown character.
• The asterisk * symbol indicates none, one, or more unknown characters.

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Reference guide

Quotes in expressions

The single quotes ‘ ’ indicate a value. They are use for example to indicate the values in a
comparison expression e.g. CustomerName=‘John’

The double quotes “ ” operator indicates to calculate a value according to some criteria,
such as by using wildcards.

Remember! Single ‘ ’ and double “ ” quotes shouldn’t be used interchangeably.

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Individual Projects

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Questions

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Disclaimers

This presentation has been carefully compiled by PwC, but no representation is made or warranty given
(either express or implied) as to the completeness or accuracy of the information it contains. PwC is
not liable for the information in this presentation or any decision or consequence based on the use of it.
PwC will not be liable for any damages arising from the use of the information contained in this
presentation. The information contained in this presentation is of a general nature and is solely for
guidance on matters of general interest. This presentation is not a substitute for professional advice on
any particular matter. No reader should act on the basis of any matter contained in this publication
without considering appropriate professional advice.

The contents of all datasets used in this workshop are fictional, if not stated otherwise. Any
resemblance to actual persons, places, organisations or products is purely coincidental.

© 2016 PricewaterhouseCoopers. All rights reserved. “PricewaterhouseCoopers” refers to the

network of member firms of PricewaterhouseCoopers International Limited, each of which is a
separate and independent legal entity.