Best Practices Approach to   QlikView Development A.Rajendran QV Practice Group Team Computers
Keep the purpose in Context <ul><li>Enabling Everyone to Manage Intelligently </li></ul><ul><ul><li>Manage Teams </li></ul...
The Need: Continuous Intelligent Management <ul><li>Pain Management </li></ul><ul><ul><li>IT - Saving Time, Improve Qualit...
Defining Needs Clearly <ul><li>Definition of the Purpose - Pain / Growth Area </li></ul><ul><li>Key Metrics for monitoring...
Development & Deployment Process <ul><li>ETL </li></ul><ul><ul><li>Four stage: Extraction, Unified Data Repository (UDR), ...
Data Modeling Process <ul><li>Star Schema Design – Thinking </li></ul><ul><ul><li>Identify the fact tables and the look up...
Star Schema with In-Memory Tools <ul><li>Identify attributes that are present in each fact record </li></ul><ul><li>Define...
Creating Visual Interfaces <ul><li>Define the first sheet with all the attributes added – as a Template </li></ul><ul><li>...
Dashboard <ul><li>The key metrics that are of interest to the users, can be presented as a summary on the main sheet - cal...
Concluding Remarks <ul><li>Process Driven Needs Definition is the Key </li></ul><ul><li>Planned Validation is an important...
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Best Practices - QlikView Application Development

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Best Practices - QlikView Application Development

  1. 1. Best Practices Approach to QlikView Development A.Rajendran QV Practice Group Team Computers
  2. 2. Keep the purpose in Context <ul><li>Enabling Everyone to Manage Intelligently </li></ul><ul><ul><li>Manage Teams </li></ul></ul><ul><ul><li>Manage Self </li></ul></ul>Team Computers Pvt Ltd
  3. 3. The Need: Continuous Intelligent Management <ul><li>Pain Management </li></ul><ul><ul><li>IT - Saving Time, Improve Quality </li></ul></ul><ul><ul><li>Business - Timely Accurate Visibility of Exceptions </li></ul></ul><ul><li>Growth Management </li></ul><ul><ul><li>Identify Growth Opportunities </li></ul></ul><ul><ul><li>Plan to benefit from Opportunities </li></ul></ul><ul><ul><li>Monitor Constantly </li></ul></ul><ul><ul><li>Make Course Corrections </li></ul></ul>Team Computers Pvt Ltd
  4. 4. Defining Needs Clearly <ul><li>Definition of the Purpose - Pain / Growth Area </li></ul><ul><li>Key Metrics for monitoring (KPIs) </li></ul><ul><li>Visual Representation of KPIs </li></ul><ul><li>Frequency of Viewing </li></ul><ul><li>Validation Process and Reference Data </li></ul>Team Computers Pvt Ltd
  5. 5. Development & Deployment Process <ul><li>ETL </li></ul><ul><ul><li>Four stage: Extraction, Unified Data Repository (UDR), Business Rules, Visual Applications </li></ul></ul><ul><li>Data Modeling </li></ul><ul><ul><li>Star Schema, Relationalization, Unified Data Model (UDM), Integrated Applications </li></ul></ul><ul><li>Applications </li></ul><ul><ul><li>DARS – Dashboards, Analytics, Reports, Scenarios (What-Ifs) </li></ul></ul><ul><li>Deployment </li></ul><ul><ul><li>License Planning, Servers, Clustering, Performance Management </li></ul></ul>Team Computers Pvt Ltd Detailed Best Practice Documents Available for each of the above
  6. 6. Data Modeling Process <ul><li>Star Schema Design – Thinking </li></ul><ul><ul><li>Identify the fact tables and the look up tables </li></ul></ul><ul><li>Is SQL the only technology for reporting? </li></ul><ul><ul><li>In-Memory Analytics – thinking habits need to change </li></ul></ul><ul><li>Handling Fact Tables </li></ul><ul><ul><li>Start with one fact table </li></ul></ul><ul><ul><li>Add Multiple FACT TABLES with </li></ul></ul><ul><ul><ul><li>Keys </li></ul></ul></ul><ul><ul><ul><li>Concatenate / Join </li></ul></ul></ul><ul><ul><ul><li>Link Tables </li></ul></ul></ul><ul><ul><li>Incremental Load </li></ul></ul>Team Computers Pvt Ltd
  7. 7. Star Schema with In-Memory Tools <ul><li>Identify attributes that are present in each fact record </li></ul><ul><li>Define categories of these attributes: Geography, Product, Person, Customer, Vendor, Industry, Period (Dates) </li></ul><ul><li>Each of these categories are potentially a dimension group </li></ul><ul><ul><li>Hierarchical ones - like Geography - can be DRILL GROUPS </li></ul></ul><ul><ul><li>Non-hierarchical ones - like Product categories - can by CYCLIC GROUPS </li></ul></ul>Team Computers Pvt Ltd
  8. 8. Creating Visual Interfaces <ul><li>Define the first sheet with all the attributes added – as a Template </li></ul><ul><li>Copy these objects to all the sheets and create more sheets: </li></ul><ul><li>Visual Representation Approaches </li></ul><ul><ul><li>Distributions – various ‘-wise’ views </li></ul></ul><ul><ul><li>Trends – various ‘time based’ views </li></ul></ul><ul><li>Dashboard Sheets </li></ul><ul><ul><li>Dial Gauges, LEDs, Small Charts, etc </li></ul></ul><ul><ul><li>Create Role Based Dashboards – every role requires to view different KPIs </li></ul></ul><ul><li>List of KPIs needed change over time. Even their definitions change </li></ul>Team Computers Pvt Ltd
  9. 9. Dashboard <ul><li>The key metrics that are of interest to the users, can be presented as a summary on the main sheet - called the dashboard </li></ul><ul><li>Use dial gauges, LEDs, short charts, etc., on this dashboard page </li></ul><ul><li>Create Role Based Dashboards – every role requires to view different KPIs </li></ul><ul><ul><li>Simplicity vs. Complexity </li></ul></ul><ul><li>List of KPIs needed change over time. Even their definitions </li></ul>Team Computers Pvt Ltd
  10. 10. Concluding Remarks <ul><li>Process Driven Needs Definition is the Key </li></ul><ul><li>Planned Validation is an important success factor </li></ul><ul><li>Enhanced ETL, Modeling and Visualization methods available </li></ul><ul><li>User based needs and deployment planning is essential </li></ul><ul><li>Best Practices available for every step – demand for best practices to be implemented </li></ul><ul><li>Best Practice – Review of Progress of Usage of Applications Created </li></ul><ul><li>KPI: How Much we have increased Intelligent Management of Business at all levels? </li></ul>Team Computers Pvt Ltd

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