QLIK Overview & Desk Aid

GO TO: http://qlik.nyfoundling.org ENTER YOU WINDOWS (NY FOUNDLING USERNAME AND PASSWORD) If you get an error “Access Denied” – contact app support by sending an email to appsuport@nyfoundling.org Open a report you want to view

Manage Data On Your Report

Limit your selections

Set Selection in Alphabetical Order

Lock Your Selection

Add Additional Limits on Top of Selections

Unlock Selections

Sava Data in Excel Sheet – Right Click!!!

Download Excel Sheet

Click Create new app Enter the name for the app Click Create Click Open app

Click to load from Excel

All the options as a source connection available for use.

Click Attach files to upload the file: Drag and drop the file Exell Click Attach files to upload the file: Drag and drop the file Exell.xlsx onto the dialog.

Load data and finish

Load Data

Load Data

Open Sheet for New App

Click All Tables. Click Add data.

Building App Select App overview Click Create new sheet

Chart Examples VISUALIZATIONS – TYPES OF CHARTS Visualizations are used to present the data that is loaded into the app. The selections you make in the app are reflected in all associated visualizations on all sheets. You can convert from one visualization type to another by dragging a new chart to a visualization on a sheet.

FIELDS Fields are the COLUMNS from your excel sheet They correspond to columns in a database table and can exist in more than one table.

Hands-On Training Pie Chart Tutorial Example Open Charts and drag a pie chart to the sheet. Click Add dimension and add the field Region. Open Fields. Locate the field Sales, right-click it and select Create measure. In the Create new measure dialog, in the Expression box, add Sum in front of (Sales) to create the measure Sum(Sales). Click Create. The measure is added as a master item. Drag the new measure Sales to the center of the pie chart. In the properties panel to the right, click Appearance > Presentation and select Donut. Still in the properties panel, click Colors and Legend. Click the Colors button and select in the list. At the top of the visualization, add the title Sales per Region. Use the handles to resize the pie chart according to the screenshot.

Hands-On Training Pivot Tutorial Example Drag a Pivot table, click Add dimension and scroll down to select the field Customer. Add Rows Product Group and Item in Data Properties Click Add measure and under Measures, select Sales. Sales – is a Master Item represents a SUM of sales.

To Edit Existing Reports

Open a Report You Want to Edit

Add Pivot Table

Set Up A Count of Clients Per Program

Set Up Count Per Program Name

YOU ARE DONE! 