Adding thumbnails – a clear environment
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
It is easy to skip over minor features of a BI platform. Unlike Qlikview, which has a high number of options for chart customizations, Qlik Sense features are more universal. The majority of components will be relevant to you and as such should be given due consideration.
Here, our aim is to simplify the environment by adding thumbnails and metadata descriptions at a high level to the application and the sheets within.
Open the Qlik Sense Desktop hub and either open up an existing application or create a new one.
- Find an image you want to use as the thumbnail for your application. Copy the image into the following folder
C:Users*your own user folder*Documents QlikSenseContentDefault - From the App overview screen click on the edit
button in the top right corner. - Give your application a Title and Description.
- Adjacent to the Title and Description window is the area for the application thumbnail.
- Click the change thumbnail image
. - Select the image that you added to the Qlik folder in step one and then click Insert.
- Finally, click the stop editing tick button in the top right hand corner:
- Depending on the image you have chosen, the color of the background will also change as shown in the preceding image.
- You can repeat the process for sheets by clicking on the
button next to each sheet description. - You can see a great example of how this should be implemented in the default helpdesk management application that is available with each fresh install of Qlik Sense desktop. Take special note of the sheet descriptions that prompt questions you can answer:
I have seen many unorganized BI environments before and it really has a negative impact on the user experience. When you first go into the Qlik Sense hub what do you prefer to be presented with:
1: Default image and text 2: With Thumbnails and descriptions
The second image looks more pleasing and professional to the eye. User experience is an important factor in adoption of the tool. If the first screen you see looks rushed or is confusing, it will start the user off on a bad foot.
The thumbnails and descriptions also apply to sheets within an application. By default, small thumbnails are displayed as an image showing objects by type and placement. These can be replaced with something clearer and more meaningful to the audience. This is hardly storyboarding, but you should know what each page is trying to achieve. Actually, asking questions about each screen can help you get a feel for the shape of the application and the flow of analysis. Are you asking these questions?
- Who are the users of this screen?
- What is the page showing?
- What questions will the page answer?
- What actions will that enable?
While not universal, asking questions such as these regularly will help keep your focus on the audience.
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