Layout Tips for Developers
This post describes basic qlik view objects layout tips and design, themes, dimension limits, containers, calculated colors, as well as a couple of useful advanced object usage settings (alternate states and set analysis).
Your KPI story
It may not be the qlik view developers job to interview business users of a proposed application or solution, but it’s helpful to know how dimensions and measures are derived from the business side. Your qlik view efforts will develop an applications that takes the result of those business user interviews and delivers actionable intelligence or allows business discovery for a particular issue or question.
There are two main sets of questions that will help reveal what the real key performance indicators (KPIs) are. These KPIs are what’s really important to track-the KPI story. The rest of the data is supporting data. The questions that usually reveal KPIs are:
Your qlik view applications should track KPIs that are useful to an organization. The old adage instructs us that every thing of value should be measured. While these measurements (or metrics) can be valuable, they are not, in themselves, KPIs.
In order to be useful to business users. KPIs should be important, show the past, present, and future, and also contain a target (or planned) value. For instance, an online retailer may track the number of visitors to a website, but it is really sales that should be tracked. Past sales, current sales, and a trend showing where the sales are going all are included in a sales KPI while site visitors are important, and add color and supporting arguments to the KPIs, site visitor values by themselves are not KPIs.
Dashboards and reports contain metrics (less often, KPIs); metrics are numeric values (sales amounts, number of people, and number of orders), examples may be sales orders (say dollars) by a time dimension (quarters, years). Time dimensions come with hierarchies (year, quarter, month, day, for instance),And when speaking of time and other dimensions, one refers to the granularity of a metric (is it by week, month or year? Is it by country, region, or city?)in qlik view, we can define that drill-down hierarchy in the chart itself by forming a drill-down group.
Regarding the time dimensions, one of the most powerful features of qlik view is the ability to create multidimensional charts, such as sales by region by time period. It’s natural for qlik view applications to have this feature, due to the associative nature of qlik view, as a time stamp is usually associated with any sales.
KPIs are values showing how well a metric is performing compared to a target. The KPI is often in the form of a ratio, index, or percentage. Are we 30 percent above target for this year? What about for the quarter, month, week, and day? KPIs simply that there are defined target numbers across all grains of time or other dimensions.
Qlik view markets itself as a business discovery tool (formerly called a decision support tool), but often is used for interactive reporting purposes. This form of qlik view applications doesn’t totally harness its business users. The following descriptions of scorecards, dashboards, and reports may be useful in your discussions of business intelligence projects:
Related Page: How To Rename Fields Using Mapping Table - QlikView
The ability to create consistency in your QlikView document and also between the QlikView documents is quite essential. Consistency helps you to create easy to navigate dashboard.
Best practices in any user interface (UI) also apply to qlikview applications, and one of the most important design considerations is consistency. If you follow a set of rules while creating a QlikView document, you will notice that consistency automatically follows. It allows users to learn how to navigate the applications faster, be more efficient, and focus more on the data rather than the interface. Once consistency has been established, users can readily transfer that knowledge of application navigation and data interpretation to other applications and contexts.
User Interface consistency : e.g: same looking captions and usage of consistent colors
Data model consistency : e.g: naming of key fields
Related page: IntervalMatch Function In QlikView Scripting
Some key points of consistency are:
1. Design a user application to all areas of good user interface design in mind. Research thoroughly, get user feedback, offer layout options to users, and solicit feedback with experienced UI designers and developers.
2. Once you have a good design developed that meets the best practices of UI theory, try to use it consistently on all your qlikview applications.
3. Keep the layout of all the objects the same on all tabs of a qlikview application, with similar alignment and arrangement on the sheet and in the charts, with the same sheet dimensions.
4. Maintain consistent color in sheet and chart objects. Assign meanings to colors rather than arbitrarily assigning colors to chart elements, for example, red could mean losses, and blue could mean gains (be careful of using red and green in the same chart or sheet, for red-green color blindness is common). Also, colors could be lighter or darker based on how old or recent the underlying data is.
5. Use the same font colors and sizes in similar areas of the applications.
6. In charts, keep the title bar in the same format and look, and keep the legend or axis title in the same area on all charts, if possible.
7. Align text in tables in the same way (right or left justified).
8. Maintain the same sort order in all chart objects, if possible (lowest to highest, highest to lowest, axis sort, and sort by values or text).
Related Page: How To Concatenate Two Tables In QlikView
Layout Best Practices
If you are a developer, the odds are that you are more concerned with a working, functional application than the applications look and feel. But knowing some key points about the user interface layout will make your product more usable.
Some key points in layout best practices, in no particular order, are:
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