Creating a new sheet in a published app

As a self-service tool, Qlik Sense provides capabilities to enable users to create their own analyses in a governed environment. Users can create new analyses by creating new sheets and new visualizations, using existing dimensions and measures from the Master items library or duplicating an existing sheet to modify existing visualizations.

In the following example, you will learn how to create a new sheet. Follow these steps to create a new sheet:

  1. Click on the Everyone stream to open the published app:

  1. Click on the Sales Analysis app to open it.
  2. In the app overview, click on the Create new button:

  1. Set the name of the sheet as Salesperson Analysis:

  1. Click on the sheet icon to close the title window and open an empty sheet:

  1. Click on the edit button to start editing the sheet.
  2. Click on the Master items button in the asset panel, which is on the left-hand side of the screen, and find the filter pane.
  1. Click on the Visualizations section to expand it.
  2. Click on the Default Filter visualization and drag and drop it into the empty space at the top of the sheet:

  1. Resize the width and the height of the filter panel, so that you have ten columns and one row:

Now, we will add a bar chart to analyze the performance of the salespeople by sales and average discount. This will show us which salespeople have low sales and high average discounts. Follow these steps:

  1. Click on the Charts button in the asset panel, which is on the left-hand side of the screen.
  2. Click on Bar chart and drag and drop it into the empty space at the center of the sheet.
  3. Click on Add dimension and select EmployeesFirstName in the Dimensions section.
  4. Click on Add measure and select Sales $ in the Measures section.
  5. Fix the measure number formatting to show a number with two decimal places.
  6. The sheet will look as follows:

  1. In the Bar chart, go to the Properties panel.
  2. Click on the Appearance heading and click on the General section to expand it.
  1. Switch on the Show titles property, as shown in the following screenshot:

  1. Set the Title as Salesperson performance by Sales $ and Avg Discount.
  2. We will now add the Average Discount. Click on the Master items button in the asset panel, which is on the left-hand side of the screen, and click on the Measures heading:

  1. Click on the Avg Discount % measure and drag and drop it over the bar chart.
  1. Click on Color by: Avg Discount % in the pop-up menu:

  1. Set the sorting order of the bars from the highest to lowest by Sales $. To do this, go to the Properties panel on the right and click on the Sorting heading:

  1. To change the sorting order of the bars, drag the Sales $ measure to the top of the Sorting section. The bar chart will then be updated and sorted by Sales $:

  1. Click on the Done button to enter the visualization mode and interact with the visualization.

The chart depicts a comparison of the sales made, from the salesperson with the highest sales to the salesperson with the lowest sales. The colors show us the average discount given by each. We can see that Robert is in the sixth position by Sales $, but he has the highest average discount. We can therefore infer that a high average discount does not guarantee good sales. 

We can also create a new sheet by duplicating an existing sheet and changing the existing visualizations. The following example explains how to do this:

  1. Click on the sheet name button to open the sheet navigator.
  2. Right-click on the Reporting sheet and select Duplicate from the pop-up menu.
  3. We now have a copy of the Reporting sheet, under the My sheets section. We can freely change the content of the sheet by modifying the existing visualization, or by adding new visualizations.

Sheets created in the published app are placed in the My sheets section. Sheets that were already created by the developer before publishing are placed in the Base sheets section.

When creating a visualization in a published app, only predefined dimensions and measures that were created in the Master items library are available to the user. The base fields are hidden from the main interface, but they are available to be used if you create a dimension or measure expression using the expressions editor (the fx button).

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