Adding Reference Lines to trendline charts
by Ferran Garcia Pagans, Neeraj Kharpate, Philip Hand, James Richardson, Dr. Henric
Qlik Sense: Advanced Data Visualization for Your Organization
- Qlik Sense: Advanced Data Visualization for Your Organization
- Table of Contents
- Qlik Sense: Advanced Data Visualization for Your Organization
- Credits
- Preface
- 1. Module 1
- 1. Qlik Sense® and Data Discovery
- 2. Overview of a Qlik Sense® Application's Life Cycle
- 3. Empowering Next Generation Data Discovery Consumers
- 4. Contributing to Data Discovery
- 5. Authoring Engaging Applications
- 6. Building Qlik Sense® Data Models
- 7. Qlik Sense® Apps in the Cloud
- 8. Extending the Qlik® Analytic Platform
- 9. Administering Qlik Sense®
- 10. Sales Discovery
- 11. Human Resource Discovery
- 12. Travel Expense Discovery
- 13. Demographic Data Discovery
- 2. Module 2
- 1. Getting Started with the Data
- Introduction
- Extracting data from databases and data files
- Extracting data from Web Files
- Activating the Legacy Mode in Qlik Sense® desktop
- Extracting data from custom databases
- Invoking help while in the data load editor or the expression editor
- Previewing data in the Data model viewer
- Creating a Master Library from the Data model viewer
- Using a Master Library in the Edit mode
- 2. Visualizations
- Introduction
- Creating Snapshots
- Creating and adding content to a story
- Adding embedded sheets to the story
- Highlighting the performance measure in a bar chart
- Associating persistent colors to field values
- Using the ColorMix1 function
- Composition
- Relationships
- Comparison
- Distribution
- Structuring visualizations
- 3. Scripting
- Introduction
- Structuring the script
- Efficiently debugging the script
- Packaging the code in script files
- How to use sub routines in Qlik Sense®
- Optimizing the UI calculation speed
- Optimizing the reload time of the application
- Using a For Each loop to load data from multiple files
- Using the Concat function to store multiple field values in a single cell
- 4. Managing Apps and User Interface
- Introduction
- Publishing a Qlik Sense® application created in Qlik Sense® desktop
- Creating private, approved, and community sheets
- Publishing a Qlik Sense® application to Qlik Sense® cloud
- Creating geo maps in Qlik Sense®
- Reference lines in Sales versus Target gauge chart
- Effectively using the KPI object in Qlik Sense®
- Creating Tree Maps
- Creating dimensionless bar charts in Qlik Sense®
- Adding Reference Lines to trendline charts
- Creating text and images
- Applying limitations to charts
- Adding thumbnails – a clear environment
- Navigating many data points in a scatter chart
- 5. Useful Functions
- Introduction
- Using an extended interval match to handle Slowly Changing Dimensions
- Using the Previous() function to identify the latest record for a dimensional value
- Using the NetworkDays() function to calculate the working days in a calendar month
- Using the Concat() function to display a string of field values as a dimension
- Using the Minstring() function to calculate the age of the oldest case in a queue
- Using the Rangesum() function to plot cumulative figures in trendline charts
- Using the Fractile() function to generate quartiles
- Using the FirstSortedValue() function to identify the median in a quartile range
- Using the Declare and Derive functions to generate Calendar fields
- Setting up a moving annual total figure
- Using the For Each loop to extract files from a folder
- Using the Peek() function to create a currency Exchange Rate Calendar
- Using the Peek() function to create a Trial Balance sheet
- 6. Set Analysis
- Introduction
- Cracking the syntax for Set Analysis
- Using flags in Set Analysis
- Using the = sign with variables in Set Analysis
- Point in time using Set Analysis
- Using comparison sets in Set Analysis
- Using embedded functions in Set Analysis
- Creating a multi-measure expression in Set Analysis
- Using search strings inside a set modifier
- Capturing a list of field values using a concat() function in Set Analysis
- Using the element functions P() and E() in Set Analysis
- 7. Extensions in Qlik Sense®
- 8. What's New in Version 2.1.1?
- Introduction
- Using the visual exploration capability in Qlik Sense® 2.1.1
- Defining variables in Qlik Sense®
- Exporting stories to MS PowerPoint
- Using the Qlik Dev Hub in Qlik Sense® 2.1.1
- Using Extension editor in Qlik Dev Hub
- Using Qlik Dev Hub to generate mashups
- Embedding Qlik Sense® application on a website using a single configurator
- Using the Qlik DataMarket
- Creating dynamic charts in Qlik Sense®
- Using Smart Search
- Using smart data load profiling
- Conclusion
- A. Appendix
- 1. Getting Started with the Data
- 3. Module 3
- 1. Getting Ready with Predictive Analytics
- 2. Preparing Your Data
- 3. Exploring and Understanding Your Data
- 4. Creating Your First Qlik Sense Application
- 5. Clustering and Other Unsupervised Learning Methods
- 6. Decision Trees and Other Supervised Learning Methods
- 7. Model Evaluation
- 8. Visualizations, Data Applications, Dashboards, and Data Storytelling
- 9. Developing a Complete Application
- A. Bibliography
- Index
One cannot overstate the importance of adding context to analysis. Take the example of having the headline number Average Call Time displayed on a dashboard. While this might clearly be an important metric for a call center, but on its own it portrays very little. As shown in the Dimensionless bar chart recipe in the preceding section, we used reference lines to add the context required to make the number meaningful. Sticking to the example of Average Call Time, we may also want to see alongside; a previous point in times position, the national or a competitor's average, the internal target, and so on. This recipe extends the use of reference lines further.
For this recipe, we will make use on inline data load which gives us the call bounce rates for different periods. Add the following code into the data load editor and reload the Qlik Sense application:
WebStats:
LOAD * INLINE [
Period, BounceRate
1, 0.26
2, 0.25
3, 0.24
4, 0.24
5, 0.27
6, 0.28
7, 0.21
8, 0.34
9, 0.24
10, 0.25
];- Add a line chart object onto the content page.
- Add Period as a dimension.
- Add AVG(BounceRate) as a measure.
- From the Properties panel | under Add-ons click on the Reference lines button and then on Add reference line
- Set the Label as
Upper Thresholdand set the Reference line expression to the following:=Avg(BounceRate)+Stdev(Total Aggr( Avg(BounceRate),Period))
- Set the color to red.
- Click Add reference line again, this time setting the label to
Lower Thresholdand the expression:=Avg(BounceRate)-Stdev(Total Aggr( Avg(BounceRate),Period))
- Set the color to yellow.
- Click Add reference line for a third time and set the label to
Averageand the expression to:=Avg(BounceRate)
- Set the color to green.
- The final visualization should resemble the following image:
The preceding chart is often referred to as a Statistical Process Control (SPC) chart. The upper and lower threshold reference lines set a boundary of normal operation. Data points that fall outside of these reference lines differ from the norm and are highlighted as such. The upper and lower limits are simply the average plus or minus the standard deviation. We use the Aggr function to "pre-calculate" the average over the period dimension and then apply the Stdev function to this number.
Definition: Standard deviation (represented by the symbol sigma, s) shows how much variation or "dispersion" exists from the average (mean) or expected value. A low standard deviation indicates that the data points tend to be very close to the mean; high standard deviation indicates that the data points are spread out over a large range of values:
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