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QlikView for finance : deliver dynamic business intelligence dashboards for financial analysis with QlikView /
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham, UK :
Packt Publishing,
[2015]
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| Colección: | Professional expertise distilled.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- 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.