Qlikview for Finance

Concoct dynamic business intelligence dashboards for financial analysis with QlikView

About This Book

• Get accustomed to QlikView features for effective data analysis and visualization in Finance
• Employ the Memory data store, which refreshes data in real time, providing a faster response to business financial information
• A step-by step guide to using Qlikview features such as key performance indicators, interactive charts, and tables for financial analysis

Who This Book Is For

If you are a finance professional with basic knowledge of QlikView functions and wish to increase your knowledge of QlikView to apply it in the field of finance, then this book is for you. A good knowledge of financial aspects is an must-have.

What You Will Learn

• Design Key Performance Indicators and extend your revenue ratio reporting
• Set up actions within a Text Object and create variables to make a chart toggle between visible and not visible
• Merge data from multiple sources to get more asset management options
• Examine good and bad practices in dashboard design and create a Group button to make more data available in less space
• Analyse the sales dashboard by adding tending lines and forecasting
• Create input boxes and use the input in formulas to perform “What If” analysis
• Examine the Key Performance Indicator (KPI) and Inventory Turnover, and investigate the usefulness of Pivot
• Create a QlikView analysis document and add data to it to gain deep insights

In Detail

This book is an effective step-by-step tutoring guide for financial analysis using Qlikview.

It begins by teaching you the crucial concepts of Qlikview Finance to help you develop an effective understanding of financial data analysis and finance. The book then goes on to cover real-world, practical examples on the use of Qlikview for financial planning and analysis, expense management, risk management, and more.

Moving on, topics such as Asset Management QlikView Dashboard and Retail Sales Analysis are covered in a strategic way. We then shift the focus to deal with the concepts of Inventory, Supply Chain, and Plant Coverage Dashboards. The book then reaches its conclusion by dealing with ways to share your QlikView insights. By the end of this book, you will have a good understanding of how to use Qlikview for numerous applications in finance.

Style and approach

This book is designed to explore what can be done in QlikView to facilitate Financial Analysis. It follows a step-by-step approach and each chapter has easy-to-follow, hands-on examples of important concepts.

使用 QlikView 創建動態商業智能儀表板進行財務分析

關於本書
- 熟悉 QlikView 功能，以有效地進行財務數據分析和可視化
- 使用內存數據存儲，實時刷新數據，更快地回應業務財務信息
- 逐步指南，使用 QlikView 功能進行財務分析，如關鍵績效指標、交互式圖表和表格

本書適合對 QlikView 函數有基本了解並希望在財務領域應用 QlikView 的財務專業人士。對財務方面有良好的知識是必須的。

你將學到什麼
- 設計關鍵績效指標並擴展收入比率報告
- 在文本對象中設置操作，創建變量，使圖表在可見和不可見之間切換
- 從多個來源合併數據，獲得更多的資產管理選項
- 檢查儀表板設計的優點和缺點，創建組按鈕以在較小的空間中提供更多數據
- 通過添加趨勢線和預測來分析銷售儀表板
- 創建輸入框並在公式中使用輸入執行「假設」分析
- 檢查關鍵績效指標（KPI）和庫存周轉率，並研究樞紐的有用性
- 創建 QlikView 分析文檔並向其中添加數據以獲得深入洞察

詳細內容
本書是使用 QlikView 進行財務分析的有效逐步教學指南。

首先，它教授 QlikView 財務的關鍵概念，幫助您對財務數據分析和財務有一個有效的理解。然後，本書涵蓋了使用 QlikView 進行財務規劃和分析、費用管理、風險管理等實際案例。

接下來，以策略性的方式介紹了資產管理 QlikView 儀表板和零售銷售分析。然後，將焦點轉向庫存、供應鏈和工廠覆蓋儀表板的概念。最後，本書介紹了分享 QlikView 洞察的方法。通過閱讀本書，您將對如何在財務領域中應用 QlikView 有很好的理解。

風格和方法
本書旨在探索在 QlikView 中進行財務分析的方法。它遵循逐步方法，每章都有易於理解的重要概念的實用示例。