Qlikview Tutorial – 03 : How to create a new QlikView document using Getting Started Wizard

From my other blog, I have mentioned there is a New document button from the Stage Page, let’s illustrate how to create a new QlikView document using the Getting Started Wizard.

We can click “New Document” from the Start Page access through the file menu

Following is the steps to create a QlikView document using the Getting Started Wizard

  1. Select a data Source
  2. Data Presentation – assign field name for each columns
  3. Save QlikView documents
  4. Choose Chart Type
  5. Populate Chart – Assign fields to the chart
  6. Selections – pick selection fields.

 

1.  Select a data Source

Click “Browse” to locate the excel fileQlikView Getting Started Wizard - Step 1 Crete new document

There is a button “Insert Data” in the wizard. But DO NOT press it. It is for loading the QlikView sample data only. It is NOT loading your selected data source.

Qlikview Is a 100% BI application, it can actually accept a lot of different type of data sources including:

  • Excel files
  • Text Files
  • Database
  • Other Qlikview project
  • Web

However, the QlikView Getting Started Wizard only accept Excel file as data source. Also, it will only load the first available sheet from the excel file.

After entered selected source, click “Next Step”

 

2.  Data Presentation – assign field name for each columns

This Step, QlikView, presented how would the data be stored in the QlikView document.

QlikView Getting Started Wizard - Step 2 Data Presentation

By default, the Getting Started Wizard, will use the first row of the table as the field name, for each column. One column one field. In QlikView, you don’t have to specify the data type as QlikView will handle it for you.

If you don’t want to change the field name, you can simply click “Next”. Otherwise, click “Add column headers” and assign a new column header for each columns.

QlikView Getting Started Wizard - Step 2 Data Presentation - Change column header

But, now, we simply go for the default heading.

 

Click “Next” to continue.

3. Save QlikView documents

 

This step is to save current QlikView document. QlikView save it’s document as QVD file. Although this step is placed after specifying data source, it is strongly recommend to have the QlikView document saved as early as possible. This is because, if not using this Getting Start Wizard, we can have an option to specify the path to the source data as relative path only.

QlikView Getting Started Wizard - Step 3 Save File

Now, simply give a new to the document and click “Save” and “Next”

4. Choose Chart Type

One of the most common things that will be used in a BI report is charts. QlikView support 13 types of charts. However, in the Getting Start Wizard, we can only chose the following three type of charts:

  • Bar Chart
  • Line Chart
  • Pie Chart

QlikView Getting Started Wizard - Step 4 Choose a Chart Type

Let’s select “Bar Chart” and Click “Next”

5. Populate Chart – Assign fields to the chart

This step is to define the dimension and expression of the bar chart

Dimension : describe the grouping of calculated data

Expression: defines the calculated values in the charts

QlikView Getting Started Wizard - Step 5 Populate your Chart

We can pick the field from the two drop down list.

Note: Calculation of expression can be very flexible in QlikView. However, in this Getting Started Wizard, it can only go for following three methods:

  • Sum
  • Average
  • Count

Anyway, let’s pick

Dimension ; SalesRep

Expression: Sum of Sales

QlikView Getting Started Wizard - Step 5 Populate your Chart - Filled

6. Selections – pick selection fields.

The last step is to pick selection fields. QlikView document allow user to add fields as filter. The most common way is to do it through a listbox.

A listbox listed all items available from a particular field.

QlikView Getting Started Wizard - Step 5 Add object for making selections - filled

Now the document has been created successfully.

 

QlikView Getting Started Wizard - QVD

 

Now the “Current Selections” area is empty because we have not selected anything. Now let’s try to select result for Sales Rep “Arun” and “Deepak”

QlikView Getting Started Wizard - QVD (Sales person selected)

 

You can see that the chart changed immediately and also the current selection box have reflected the change as well.

 

Now let’s save the file for future use.

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