Building an effective sales dashboard with Qlikview

Contents

In my last post, I talked about how a simple dashboard can provide information effectively. I'll pick up where I left off and follow the steps necessary to create the board.

Paso 1: import data from source

En caso de que la Data Source sea Excel (what is the case here), go to Archive -> Edit script O Ctrl + E. Once the script page opens, go to Table files.

qlikview-excel-import-1024x536-9407307

In case you want to import data through databases, can connect via ODBC O OLE DB connectivity provided to the left of “Table files”.

Once you select the file from the desired location, the following code will be added in the script window:

LOAD City, 
     Region, 
     business_sourced, 
     rejections
FROM
C:UsersKunalDesktoptemp_qlikview.xlsx
(ooxml, embedded labels, table is Sheet1);

Once the script is written with the correct location, Save money the script and Recharge that. Once the script is reloaded, Qlikview will open a dialog box showing the list of fields that have been loaded into Qlikview. Verify that all the fields you wanted (Town, Region, business_sourced and Rejections) are mentioned in this window. Close this window after verifying the fields.

Paso 2: select chart

Then, right click on the main sheet and select New sheet object -> Graphic…. On the next screen, select the block chart from the chart list, add any windows title you want to add (Turnover) and click Next.

Paso 3: create a breakdown group based on location

Please select Edit groups on the next screen. A window for Groups will open. In this window, select New. In the next window that opens, enter Group name (Location hierarchy), Used fields (in order of hierarchy) and the type of group (Deepen).

defining-new-group-qlikview-9410016

Click on OK a few times to exit to the Dimensions window. Add location hierarchy in Dimensions used.

Paso 3: agregue expresiones y color de fondo según la segunda dimension

When you click next, window for Edit expression it opens. This is the expression that determines the box sizes in your chart. Pay in sum (of commercial origin) here.

expression-box-chart-qlikview-1024x563-1138023Once you press OK, The window for expressions opens, with the definition provided in the last window. Add the desired tag (trade volume) y expanda los parameters (as in the following screen).

background-colour-qlikview1-3407692

Then, can select Background color and click Definition. In this window, you can define the parameter to define the colors of the boxes in your chart. Insert the following code in the expression tab:

if(sum(rejections)/sum(business_sourced) < 0.06, green(), red())

This expression would color the box red when there are rejections higher than 6%, otherwise they will be colored green.

If you want to add green and red gradients, the code can be changed to something like this:

if(sum(rejections)/sum(business_sourced) < 0.06, 
colormix1(sum(rejections)/sum(business_sourced)*10,green(), lightgreen()),
colormix1(sum(rejections)/sum(business_sourced)*5,lightred(), red())) 

This expression would color the gradient squares between green and light green or red and light red. Then, you can click End up to see your graph.

Este sencillo tutorial crea un panel eficaz con detalles y colores que muestran la calidad del negocio. I hope the tutorial has been useful to you.

If you have any question, dont Duce to talk with me. What's more, let me know in case you apply these ideas elsewhere.

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