Using a Master Library in the Edit mode

As mentioned in the previous recipe, a great benefit of creating a master library is to save you time and reduce the complexity by applying global changes to your visualizations.

There are three main areas in the asset panel when editing a Qlik Sense sheet (Objects, Fields, and Master items). Clicking the Using a Master Library in the Edit mode chain button opens the Master items pane.

From here, you can manage every aspect of the Master items, such as renaming, replacing, deleting, and editing.

Getting ready

You can continue to use the application from the previous recipe.

  1. If you have not completed the previous recipe. Load the following in your data load editor:
    LOAD * INLINE [
    Country, Area, Sales
    USA, North, 1000
    USA, North, 1200
    USA, South, 2500
    USA, South, 2500
    UK, North, 1000
    UK, North, 2500
    UK, South, 2000
    UK, South, 1900
    ];
  2. Add Country and Area as Master dimensions both with the tag Geo.
  3. Add Sales as a Master measure.

How to do it...

  1. Open the App overview screen by clicking on the navigation dropdown on the toolbar at the top.
  2. Create a new sheet or open an existing one.
  3. Enter the edit mode by clicking on the How to do it... button.
  4. Click on the object pane button How to do it... and double click on the bar chart button. How to do it....The chart will be added to the main content area automatically.
  5. Type Geo in the search box of the asset panel on the left of your screen. While there are no charts called Geo, the search has flagged up our two tagged dimensions in the master library pane with a yellow circle like this How to do it....
  6. Next, drag the Area field to where it says Add dimension. Repeat the steps where the Country field selects Add "Country" when prompted, as shown:
    How to do it...
  7. Clear your search on Geo by pressing the How to do it... button.
  8. Click on Measures.
  9. Drag the Sales measure from the asset panel over to the add measure area of the chart. Voila! You have created your first visualization using Master dimensions and measures:
    How to do it...
  10. You can now drag this chart into the asset panel and it will become a master visualization.

There's more…

If you delete a Master dimension or Master measure, the visualizations that use the deleted Master item will not work unless you replace it with a new dimension or measure. The same applies to deleting a field from the data model; the reference will remain a part of the Master item pane until it's updated from the edit screen.

Echoing a comment in the previous chapter regarding time saving and creating Master measures, replaces the need to write expressions as variables for reuse. Another piece of QlikView functionality that has been replicated and expanded upon is the concept of linked objects. Any updates you make in the Master visualization area will be applied globally.

If you rename a field in your script without moving the position it will be applied automatically to all the objects.

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