Qlik Sense P&LSmart Pivot Extension Manualx Manual
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Smart Reporting with Qlik Sense User Guide Author: Ivan Felipe Asensio Principal Solution Architect QlikTech Iberia,s.l. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 1 de 24 04 April 2016 Smart Reporting with Qlik Sense Dear Colleagues I would like to introduce a new feature for Qlik Sense, through the P&LSmartPivot extension. This extension is based on the previous one P&LSmart. P&LSmart was created to solve some reporting basic needs for financial areas. After few months of use I’ve received many common requests from the field in order to improve it and have a better adoption through real needs. The most important are: - implementing the custom look&feel without using dimensions to pass the info - allow pivoting at least a second dimension - allow making selections inside the grid This manual shows all the current capabilities and how to proceed to take profit from the whole new functionalities. All features are available for Qlik Sense Desktop and Qlik Sense Enterprise, except the ability to export to Excel preserving the original look&feel, which is only available for Qlik Sense Enterprise option. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 2 de 24 04 April 2016 Smart Reporting with Qlik Sense • The basics: o You can include a maximum of: o User guide 2 dimensions and 8 measures or 1 dimension and 9 measures If you work with 2 dimensions then the second one will be pivot automatically. Qlik Sense P&LSmart Pivot Extension Manual.docx Page 3 de 24 04 April 2016 Smart Reporting with Qlik Sense • Dimensions o You’ll have a basic report if you work with one single dimension. o If you work with 2 dimensions then the second one will pivot automatically. Both dimensions are selectable inside the grid, header and first col. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 4 de 24 04 April 2016 Smart Reporting with Qlik Sense • Measures o The expressions works as usual in Qlik Sense, but there are some tricks. o Trick 1: You can work with ‘k’ (amount in thousands) and also you can work with ‘m’ (amount in millions) For that you can use the number format ‘Custom’and include one of those characters k/K/m/M at the end of the custom format User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 5 de 24 04 April 2016 Smart Reporting with Qlik Sense o Trick 2: If you work with ‘%’ number format the width of the cells If there are some Accounts that contain info in percentage will be reduced. format, i.e. : • • • Revenues 2.000.000 € % Cost … 6% The number format of your measure will be automatically adapted and change the amount format into %. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 6 de 24 04 April 2016 Smart Reporting with Qlik Sense • Sorting o o • Works as usual. It’s highly recommended that you maintain a field for sorting use when you need to create P&L reports. Appearance General o Works as usual. o It’s recommended that you fill the titles, as they will be exported o Suggestion: use the expression =GetCurrentSelections() to fill the User guide when you click on ‘export to xls’ button. foot note. Qlik Sense P&LSmart Pivot Extension Manual.docx Page 7 de 24 04 April 2016 Smart Reporting with Qlik Sense • Appearance Pagination o o o You must know… each data transfer between QIX engine and an extension can contain a maximum of 10.000 elements, i.e: 1000 rows and 10 columns 10000 rows and 1 column 5000 rows and 2 columns … It’s set to 10 columns and 1000 rows each loop. Sometimes you may need to include more data into your report, in that case the extension will make an automatic request for more info. That’s what I mean for ‘Pagination’. o There is a real limit of 100.000 elements, it’s not possible to make o In our case we pass 20k cells by default in each request for info (2 o But if you want you can modify this limit, up to 100k cells. User guide any request over this 100k cells. data request loops). Qlik Sense P&LSmart Pivot Extension Manual.docx Page 8 de 24 04 April 2016 Smart Reporting with Qlik Sense o The user will get an error message when the data limit applied is exceeded. You can modify the error message if needed. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 9 de 24 04 April 2016 Smart Reporting with Qlik Sense • Appearance Header Format o You can modify many features of the report header: Alignment • • • Center Right Background color • • • • • • • User guide Left Clean Soft Dark Night Blue Orange Red Qlik Sense P&LSmart Pivot Extension Manual.docx Page 10 de 24 04 April 2016 Smart Reporting with Qlik Sense • • • Green Violete Custom ** All this color descriptions are associated to an hexadecimal color code that you can modify through the menu ‘Primary Colors Library’ Text color • • • • • • • • • • Black DimGray ForestGreen Gainsboro Indigo Navy Purple WhiteSmoke Whie YellowGreen ** This text color descriptions are more than a simple description, this names are valid html colors and cannot be modified. FontSize • • User guide Small (useful when using large measure descriptions) Medium Qlik Sense P&LSmart Pivot Extension Manual.docx Page 11 de 24 04 April 2016 Smart Reporting with Qlik Sense • Appearance Table format o These are main characteristics of your report. o By default it’s set like: User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 12 de 24 04 April 2016 Smart Reporting with Qlik Sense o Features description: Indent • When it’s active the elements of the first dimension • Note that the indent will affect only to the basic will be indented 15 pixels left. accounts. I mean those elements from the first dimension that does not contain any special format (not bold, background color, italic,…). i.e: Separator Columns • User guide It’s useful when you work with 2 dimensions. i.e.: Qlik Sense P&LSmart Pivot Extension Manual.docx Page 13 de 24 04 April 2016 Smart Reporting with Qlik Sense Include External File • Check it if you want to apply a look&feel template. • It will allow you to perform a report with high fidelity to • When checked you’ll be prompted to include the the corporate standards. name of the template, which is an external file, and the background color combo box will disappear, as they are not compatible. • About the external template: - There are several instructions that you may know, you’ll find them in the paragraph ‘External Template’at the end of this manual. Background Style • If you are not using an external template this option will • There are some pyjamas predefined, with the same be available. options offered in the header color options: - - Clean, Soft, Dark, Night,… You can modify the color codes for the primary color and the second pyjama color in the color library options. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 14 de 24 04 April 2016 Smart Reporting with Qlik Sense Text Body Color • If you are not using an external template this option will • There are some text color predefined, with the same be available. options offered in the header color options: - - the body grid and the header: - Arial - Comic Sans MS Font Size • User guide - Calibri (this is the one by default) MS Sans Serif Tahoma Verdana It refers to the size font in the grid • There are 2 options: small and medium • Use this option to modify the width of the KPI columns. Column Width • description are valid html color codes. There are some font family available, the font will affect - You cannot modify this color code becasue the Font Family • Black, DimGray, ForestGreen,… It won’t affect the First dimension column • You’ll find 3 options: small, medium and large • You can chose any symbol or string to include in those Symbol for Nulls KPI cells with null values Qlik Sense P&LSmart Pivot Extension Manual.docx Page 15 de 24 04 April 2016 Smart Reporting with Qlik Sense User guide Allow Export to Excel • This is a general option, affects to everyone who use the • When active, you’ll be able to export to Excel P&L. preserving the original format. Qlik Sense P&LSmart Pivot Extension Manual.docx Page 16 de 24 04 April 2016 Smart Reporting with Qlik Sense • Appearance Concept Semaphores o By default it’s checked to allow alerts in all your concepts. o But you can allow to generate alerts only for some P&L Concepts, uncheck the switch and write the name of the P&L Concepts that you want to alert. i.e: In this case there’ll be a maximum of 10 concepts to be alerted. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 17 de 24 04 April 2016 Smart Reporting with Qlik Sense • Appearance Metric Semaphores o By default it’s checked to avoid alerts in all your metrics. o In this case it’s needed to indicate which metrics are being alerted, in this case 1,3 (first and third metric) User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 18 de 24 04 April 2016 Smart Reporting with Qlik Sense o You can choose the background color and text color inside the color-picker object, and define 3 possible alert status, i.e.: User guide Critic is less than -0.1 (red) Medium achievement is less than 0 (yellow) And Success is over 0 (green) Qlik Sense P&LSmart Pivot Extension Manual.docx Page 19 de 24 04 April 2016 Smart Reporting with Qlik Sense • Appearance Primary Color Library o Here you can modify the color codes you found previously in the o And also this will affect the color names you may include in your o The new color codes must be defined in hexadecimal or RGB, i.e.: User guide combo boxes. external look&feel template. Qlik Sense P&LSmart Pivot Extension Manual.docx Page 20 de 24 04 April 2016 Smart Reporting with Qlik Sense • Appearance Pyjama Color Library o Here you can modify the color codes for the pyjamas. o By default the pyjamas styles join two colors, the second is the one o Works the same way the primary colors library, you can modify the you can modify here. color code with hexadecimal or RGB styles. (This is a pyjama with soft style) User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 21 de 24 04 April 2016 Smart Reporting with Qlik Sense • External Template Use o As mentioned previously, now you can work with an external template to define your corporate look & feel. o This will prevent the use of dimensions to define your special tags (bold, italic, center,…) o There are few considerations you may follow when creating the template: Allocate it in C:\Users\user\Documents\Qlik\Sense\Extensions\PLSmartPivot when working with Desktop Allocate it in C:\ProgramData\Qlik\Sense\Repository\Extensions\PLSmartPivot when working with Server The template must be a .csv (; separated) file and must be saved in UTF8 mode, i.e.: • open it with the notepad, fill it, when click on save as choose Encoding = UTF-8: It’s needed to be read in Ajax mode. User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 22 de 24 04 April 2016 Smart Reporting with Qlik Sense You can include different kind of tags between ‘<>’: • • • • Bold:(it’s set to not bold by default) FontStyle : , (normal by default) FontSize: , , (medium by default) BackgroundColor: , , , , , , and or an specific color code in hexadecimal or RGB #b7dbff is the same as rgb(183, 219, 255) (white by default). The color codes are an exception and they don’t need to include them between ‘<>’, as there is no risk of coincide with any field. • • TextColor: (black by default) TextAlign : (Left by default in strings and always right by default for the numbers) • Comments: (comment means that there will be a blank space in the kpi cells instead a 0 and will only include the description of the concept in the row) You don’t need to fill everything, only the concepts affected and the special tags desired,i.e: Revenues;;rgb(183, 219, 255); ;; ;; Net sales revenues; ; ;;;;; Cost of goods sold; ;;;;;; Manufacturing Costs;;;;;;; no need to include this Net Incomes;;#b7dbff; ;; ;; User guide You’ll find two examples Accounts2.csv in the extension zip. Qlik Sense P&LSmart Pivot Extension Manual.docx called Accounts.csv and Page 23 de 24 04 April 2016 Smart Reporting with Qlik Sense Field headers are not necessary in the csv template. So you can include the custom tags wherever you want, i.e.: • • Revenues; ; ; is the same as Revenues; ; ; You can have many CSV templates in the same extensions, no It’s necessary to import the extension again in the server limit detected. each time you include a new CSV template file, but once it’s imported you’ll be able to modify the CSV content on the fly and then get the new look in your report immediately. That’s all about the user guide and the features available in the first version 1.0 of P&LSmartPivot. Thanks for reading! User guide Qlik Sense P&LSmart Pivot Extension Manual.docx Page 24 de 24 04 April 2016
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