| Description |
1 online resource (1 volume) : illustrations. |
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text file |
| Series |
Professional expertise distilled
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Professional expertise distilled.
|
| Note |
Includes index. |
| 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. |
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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. |
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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. |
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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. |
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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. |
| Local Note |
eBooks on EBSCOhost EBSCO eBook Subscription Academic Collection - North America |
| Subject |
Dashboards (Management information systems)
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Dashboards (Management information systems) |
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Business enterprises -- Finance.
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Business enterprises -- Finance. |
| Genre/Form |
Electronic books.
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| Added Title |
Deliver dynamic business intelligence dashboards for financial analysis with QlikView |
| Other Form: |
Print version: Blackwood, B. Diane. QlikView for Finance. Birmingham : Packt Publishing Ltd, ©2015 9781784395742 |
| ISBN |
9781784397944 (electronic book) |
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1784397946 (electronic book) |
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9781784395742 |
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1784395749 |
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