QlikView for finance : deliver dynamic business intelligence dashboards for financial analysis with QlikView /: deliver dynamic business intelligence dashboards for financial analysis with QlikView. ([2015])

• Record Type: Book
• Other Titles: Deliver dynamic business intelligence dashboards for financial analysis with QlikView
• Further Information: Note: B. Diane Blackwood.
• Authors: Blackwood, B. Diane
• 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 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 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 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 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
• Publisher Details: Birmingham, UK : Packt Publishing
• Publication Date: 2015
• Extent: 1 online resource (1 volume), illustrations
• Subjects: 658.4/038011; COMPUTERS -- Enterprise Applications -- Business Intelligence Tools; Dashboards (Management information systems); Business enterprises -- Finance; BUSINESS & ECONOMICS / Industrial Management; BUSINESS & ECONOMICS / Management; BUSINESS & ECONOMICS / Management Science; BUSINESS & ECONOMICS / Organizational Behavior; Business enterprises -- Finance; Dashboards (Management information systems); COMPUTERS -- Desktop Applications -- Personal Finance Applications; Electronic books; Electronic books; Electronic books
• Languages: English
• ISBNs: 9781784397944; 1784397946
• Related ISBNs: 9781784395742; 1784395749
• Notes: Note: Description based on online resource; title from cover page (Safari, viewed October 20, 2015).
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.