QlikView for finance : deliver dynamics business intelligence dashboards for financial analysis with QlikView / B. Diane Blackwood.

Format:

Book

Author/Creator:

Blackwood, B. Diane, author.

Series:

Packt enterprise.

Professional expertise distilled

Language:

English

Subjects (All):

Management information systems.

Business intelligence.

Application software.

Physical Description:

1 online resource (174 p.)

Place of Publication:

Birmingham : Packt Publishing, 2015.

Summary:

Concoct dynamic business intelligence dashboards for financial analysis with QlikViewKey FeaturesGet accustomed to QlikView features for effective data analysis and visualization in FinanceEmploy the Memory data store, which refreshes data in real time, providing a faster response to business financial informationA step-by step guide to using Qlikview features such as key performance indicators, interactive charts, and tables for financial analysisBook DescriptionThis book is an effective step-by-step tutoring guide for financial analysis using Qlikview. It begins by teaching you the crucial concepts of Qlikview Finance to help you develop an effective understanding of financial data analysis and finance. The book then goes on to cover real-world, practical examples on the use of Qlikview for financial planning and analysis, expense management, risk management, and more. Moving on, topics such as Asset Management QlikView Dashboard and Retail Sales Analysis are covered in a strategic way. We then shift the focus to deal with the concepts of Inventory, Supply Chain, and Plant Coverage Dashboards. The book then reaches its conclusion by dealing with ways to share your QlikView insights. By the end of this book, you will have a good understanding of how to use Qlikview for numerous applications in finance.What you will learnDesign Key Performance Indicators and extend your revenue ratio reportingSet up actions within a Text Object and create variables to make a chart toggle between visible and not visibleMerge data from multiple sources to get more asset management optionsExamine good and bad practices in dashboard design and create a Group button to make more data available in less spaceAnalyse the sales dashboard by adding tending lines and forecastingCreate input boxes and use the input in formulas to perform “What If” analysisExamine the Key Performance Indicator (KPI) and Inventory Turnover, and investigate the usefulness of PivotCreate a QlikView analysis document and add data to it to gain deep insightsWho this book is forIf you are a finance professional with basic knowledge of QlikView functions and wish to increase your knowledge of QlikView to apply it in the field of finance, then this book is for you. A good knowledge of financial aspects is an must-have.

Contents:

Cover; Copyright; Credits; Disclaimer; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting That Financial Data into QlikView; When do we use QlikView?; Downloading and installing QlikView; Becoming familiar with QlikView; Opening and examining QlikView; Loading data from Excel; How QlikView works for analysis - finding the out of balance; Adding more data - modifying the load script; Loading more than one spreadsheet; Summary; Chapter 2: QlikView Dashboard Financial KPIs; What are key performance indicators?; Display sales as a KPI

What are the three most common financial KPIs?Adding ROI, ROA, and ROE into a QlikView dashboard; Building our set expressions; Expression shortcuts; Mathematical and set operators; Creating our three-KPI display; Common size income statement; Summary; Chapter 3: KPIs in the Financial Officer QlikView Dashboard; Opening the example CFO dashboard; The KPIs tab in a nutshell; Delving into sheet objects; The third text object in the first row; The second row of sheet objects; The third row of sheet objects; Load script for the KPIs dashboard tab; Summary

Chapter 4: QlikView Asset Management with Multiple Data SourcesAssets under management (financial investments); Fixed asset management; Adding data sources; Loading from another QlikView document; Loading from files; QlikView files; XML files; HTML files; Excel files; Text and delimited files; Loading from databases; Summary; Chapter 5: QlikView Sales Analysis; Reopening the example CFO dashboard; The sales analysis tab in a nutshell; Table display; Chart display; The nuts and bolts of the sales analysis dashboard; The group button; Containers; Improving the sales analysis dashboard

Steps to create a new sales analysis tabCreating a new variable; An interface for the new variable; Applying the new variable; Adding a container with multi boxes; Moving and changing the chart; Summary; Chapter 6: QlikView Forecasting and Trends; Reopening the example CFO dashboard; Trend and forecast lines in charts; Adding a trend line to the monthly sales and margin chart; Basing a trend line on an existing measure; Extending a trend line into a forecast line; The nuts and bolts of the trending dashboard; Colors; Experimenting with color formulas; How to get other colors; Layout themes

The nuts and bolts of the What If? dashboardSummary; Chapter 7: QlikView Inventory Analysis; Reopening the CFO dashboard; Delving into the four-quadrant layout; The good and the bad of the Inventory tab; What is inventory turnover?; Other measures at the dashboard level; Inventory on hand; The nuts and bolts of the Inventory dashboard; The pivot table; Creating the inventory profile ranges; Summary; Chapter 8: QlikView Order Details Dashboard; Reopening the CFO dashboard; Analyzing the order details dashboard display; Comparing the order and inventory management on-line demonstration

The nuts and bolts of the CFO dashboard order detail tab

Notes:

Includes index.

Description based on online resource; title from PDF title page (ebrary, viewed January 6, 2016).

ISBN:

9781784397944

1784397946

OCLC:

1477093594