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Qlik Sense for Business Intelligence Leveraging Qlik Sense for advanced analytics Satyam Garg www.bpbonline.com
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First Edition 2025 Copyright © BPB Publications, India ISBN: 978-93-65890-532 All Rights Reserved. No part of this publication may be reproduced, distributed or transmitted in any form or by any means or stored in a database or retrieval system, without the prior written permission of the publisher with the exception to the program listings which may be entered, stored and executed in a computer system, but they can not be reproduced by the means of publication, photocopy, recording, or by any electronic and mechanical means. LIMITS OF LIABILITY AND DISCLAIMER OF WARRANTY The information contained in this book is true to correct and the best of author’s and publisher’s knowledge. The author has made every effort to ensure the accuracy of these publications, but publisher cannot be held responsible for any loss or damage arising from any information in this book. All trademarks referred to in the book are acknowledged as properties of their respective owners but BPB Publications cannot guarantee the accuracy of this information. www.bpbonline.com
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Dedicated to To my beloved wife, Megha, and our wonderful son, Ian. Your love and support have been my greatest strength.
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About the Author Satyam Garg is a seasoned Business Intelligence (BI) and data warehousing developer with over a decade of experience. Since 2012, he has specialized in Business Intelligence, helping organizations unlock the full potential of their data through interactive visualizations and advanced data modeling. With extensive knowledge of the Qlik platform, Satyam has guided businesses in optimizing data-driven decision-making processes. In addition to his expertise in Qlik Sense, Satyam has worked with various industry-leading tools and technologies, including Oracle's OBIEE, OWB, ODI, and Endeca, as well as Microsoft Power BI and Azure cloud services. He is proficient in ETL tools such as Informatica and ADF, building strong data integration solutions. Satyam holds certifications from Oracle and Microsoft, as well as a B.Tech degree in Information Technology. After working for four years in Hyderabad, India, he moved to Switzerland in 2016, where he continues to expand his expertise in BI. An avid Python programmer, Satyam frequently uses Python for automating complex tasks and enhancing BI workflows. Through his diverse skill set, he bridges the gap between data management and business strategy, empowering organizations to harness the power of BI for success.
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About the Reviewers ❖ Kaushik Narayanan is a Qlik Sense developer with over 10+ years of experience in Business Intelligence and data analytics. His expertise lies in transforming complex data into actionable insights using Qlik Sense’s powerful visualisation and data integration capabilities. Kaushik has a proven track record of implementing robust BI solutions that drive decision-making and operational efficiency. Throughout his career, Kaushik has worked on diverse projects across various industries, including finance, Manufacturing, and Sustainability Service providers. He excels in designing and developing dashboards, performing data modeling, and optimising data load scripts. Kaushik's extensive experience includes Dashboard Development, Data Modeling, ETL Processes, Performance Tuning, and User Training. Kaushik is not only proficient in Qlik Sense but also well- versed in other BI tools and technologies such as SQL, C#, and Tableau. He holds a Masters degree in Computer Application. Additionally, he has completed advanced certifications in data analytics, further broadening his technical expertise. Kaushik contributions have been recognized with multiple awards at his previous company, where he played a pivotal role in driving data-driven decision-making. He
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has also presented at several college conferences, sharing his knowledge and insights on best practices in Data Visualisation. ❖ Shilpan Patel has extensive experience in business intelligence for the past 20 years. He was nominated as Qlik Luminary from 2018 to 2020. Since then, he has been recognized as Qlik Partner Ambassador from 2021 through 2023. He has worked on many verticals including healthcare, finance, manufacturing, and federal government as Qlik subject matter expert. He is passionate about sharing his knowledge through his own Qlik academy, analyticshub. He is also one of the best-selling Qlik course creators on Udemy, where he has taught all aspects of Qlik to thousands of students globally. In addition, he also shares his Qlik knowledge on his YouTube channel.
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Acknowledgement This book would not have been possible without the unwavering support of my family. When I embarked on this journey, my son, Ian was not even a year old. My wife, Megha, took on the tremendous task of caring for him while I dedicated countless hours to writing, often sacrificing our weekends together. For their patience, understanding, and the many sacrifices they made, I am deeply grateful. I would also like to extend my heartfelt thanks to BPB Publications for giving me this incredible opportunity.
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Preface The rapid evolution of data analytics and business intelligence (BI) in recent years has revolutionized the way organizations operate. In today’s data-driven world, businesses must not only gather vast amounts of data but also transform it into actionable insights. Qlik Sense stands at the forefront of this transformation, offering a powerful platform for creating interactive data visualizations, dashboards, and advanced analytics that drive informed decision-making. As a BI and data warehousing developer, I have witnessed firsthand how effective data management can impact business success. Over the years, I have been working with Qlik Sense and have explored its full potential in various industry sectors. This book is a culmination of my experiences, knowledge, and best practices in using Qlik Sense to unlock the power of data. This book is designed to be a comprehensive guide for both beginners and seasoned professionals. It covers everything from understanding the fundamentals of business intelligence to advanced Qlik Sense features, ensuring that readers not only learn how to build effective data models and visualizations but also gain the practical skills needed to apply them in real-world scenarios. I hope this book serves as a valuable resource for anyone looking to deepen their understanding of Qlik Sense and leverage its capabilities to make data-driven decisions. In this book, you will learn the following:
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Chapter 1: Understanding Business Intelligence - This chapter introduces the fundamentals of business intelligence, explaining its evolution, importance, and benefits in modern organizations. It explores key components of BI, including data collection, warehousing, visualization, and analytics, along with an overview of popular BI tools like Qlik Sense. Chapter 2: Introduction to Qlik Sense - In this chapter, readers will learn about the core architecture of Qlik Sense and how to set up the environment. This chapter walks through the process of creating the first Qlik Sense application and introduces collaboration features that allow teams to share insights effectively. Chapter 3: Creating Data Visualizations - In this chapter, the focus shifts to building visual representations of data. It covers the basics of Qlik Sense visualizations, such as creating charts, graphs, and tables, and dives into advanced techniques like interactivity and drill-down capabilities. Chapter 4: Data Modeling and Integration - Readers will explore Qlik Sense’s data modeling capabilities, including data loading, transformation, and creating associations between data sets. The chapter also delves into best practices for optimizing data models to ensure efficient performance. Chapter 5: Advanced Data Modeling Techniques - This chapter takes data modeling further, introducing advanced concepts like on-demand app generation and association techniques. Readers will learn how to handle complex data relationships and create models that accommodate dynamic user needs. Chapter 6: Advanced Visualization Techniques - Building on the foundation of earlier chapters, this section
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focuses on dynamic and interactive visualizations in Qlik Sense. Readers will discover advanced charting options, explore the use of extensions, and apply principles of data visualization to maximize impact. Chapter 7: Creating Interactive Dashboards - In this chapter, readers will learn how to design effective interactive dashboards using Qlik Sense. Key concepts like drill-down functionality, enhancing interactivity with actions, and performance tuning are covered, along with principles for dashboard design and user testing. Chapter 8: Building NPrinting Reports and Mashups with Qlik Sense - This chapter explains how to use Qlik Sense for report building, including designing and distributing NPrinting reports. It also covers the creation of mashups to integrate Qlik Sense applications into custom web pages or platforms, extending its reach beyond traditional reporting. Chapter 9: Data Analysis with Qlik Sense - Here, readers will learn essential data analysis techniques, including data exploration, filtering, sorting, and grouping. The chapter also covers statistical analysis, set analysis for advanced discovery, and using alternate states for comparative analysis. Chapter 10: Implementing Collaboration and Sharing in Qlik Sense - This chapter focuses on leveraging Qlik Sense’s collaboration features, such as creating data-driven stories, utilizing annotations, and sharing insights with teams. Readers will also learn how to use the storytelling feature to present insights in a meaningful narrative. Chapter 11: Administering Qlik Sense Environment - In this chapter, readers will explore the administrative side of Qlik Sense, learning how to perform routine maintenance tasks, monitor server performance, manage services, and
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implement best practices for administering Qlik Sense environments. Chapter 12: Managing Qlik Sense User Access, Security, and Governance - This chapter provides an in- depth look at security and governance in Qlik Sense. It explains user management, security rules, roles, and responsibilities, as well as how to implement data-level security and establish governance policies for a secure and controlled environment. Chapter 13: Monitoring and Troubleshooting a Qlik Sense Environment - Readers will learn how to monitor the system’s health, performance, and troubleshoot common issues in a Qlik Sense environment. The chapter also includes a case study that demonstrates optimizing performance for global sales analytics. Chapter 14: Backup and Recovery of a Qlik Sense Environment - This chapter covers the critical task of designing backup strategies for Qlik Sense environments. Readers will learn how to perform backups, restore data, and recover from system failures or disasters, ensuring data integrity and availability. Chapter 15: Common Interview Questions and Answers - The final chapter serves as a resource for professionals preparing for interviews. It includes a curated list of common questions and answers related to data warehousing, business intelligence, and Qlik Sense, helping readers prepare for real-world job opportunities.
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Code Bundle and Coloured Images Please follow the link to download the Code Bundle and the Coloured Images of the book: https://rebrand.ly/88a66f The code bundle for the book is also hosted on GitHub at https://github.com/bpbpublications/Qlik-Sense-for- Business-Intelligence. In case there’s an update to the code, it will be updated on the existing GitHub repository. We have code bundles from our rich catalogue of books and videos available at https://github.com/bpbpublications. Check them out! Errata We take immense pride in our work at BPB Publications and follow best practices to ensure the accuracy of our content to provide with an indulging reading experience to our subscribers. Our readers are our mirrors, and we use their inputs to reflect and improve upon human errors, if any, that may have occurred during the publishing processes involved. To let us maintain the quality and help us reach out to any readers who might be having difficulties due to any unforeseen errors, please write to us at : errata@bpbonline.com Your support, suggestions and feedbacks are highly appreciated by the BPB Publications’ Family.
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Table of Contents 1. Understanding Business Intelligence Introduction Structure Objectives Business Intelligence Evolution and importance of BI in modern organizations Benefits and potential applications of BI Key components of business intelligence Data collection and integration Data warehousing and data modeling Data warehousing Facts and dimensions Extract, Transform, Load processes Data modeling Star schema Snowflake schema Choosing between star and snowflake schema Data visualization and reporting Data visualization Benefits of data visualization Reporting Key aspects of reporting Data analytics and decision support
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Business intelligence lifecycle Data acquisition and data quality management Data transformation and data modeling Data visualization and reporting Data analysis and decision making Business intelligence tools and technologies Overview of popular BI tools and platforms Comparison of different BI technologies Understanding role of Qlik Sense in BI landscape Conclusion 2. Introduction to Qlik Sense Introduction Structure Objectives Introduction to Qlik Sense Qlik Sense architecture Setting up Qlik Sense environment Creating first Qlik Sense application Collaboration and sharing in Qlik Sense Sharing your Qlik Sense app Conclusion 3. Creating Data Visualizations Introduction Structure Objectives Introduction to data visualization in Qlik Sense Creating charts, graphs, and tables
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Bar charts Line charts Pie charts Scatter plots Area charts Combo charts Creating tables and pivot tables Regular tables Scenario for regular tables Pivot tables Key differences between regular tables and pivot tables Data representation Data level Flexibility Utilizing advanced visualization techniques Treemaps Heat maps Waterfall charts Box plots Radar charts Funnel charts Interactivity and drill-down capabilities Selections and filtering Sorting and filtering table data Drill-down functionality Conclusion 4. Data Modeling and Integration Introduction
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Structure Objectives Understanding data modeling in Qlik Sense Introduction to data modeling in Qlik Sense Dimensions and measures Associative data model Data loading techniques and transformations Synthetic keys and circular references Data optimization and performance tuning Qlik Sense data model overview Components of the Qlik Sense data model Tables Fields Keys Qlik Sense data model in action Associative model Data reduction and compression Data island concept Creating a Qlik Sense data model Data loading techniques and transformations Data loading in Qlik Sense: The ETL process Data connection and source options Loading data from files and databases Data transformation and cleaning: Making sense from chaos Handling data model changes: Flexibility in transformation Scripting as a transformation tool Data governance and quality: Ensuring reliable insights