Ometis Hosts Final Qlik Sense Tour Event

Ometis had the pleasure of hosting the final instalment of this year’s Qlik Sense Tour at the fabulous Belfry Resort in the first week of July.

The sun was blazing as delegates arrived at 9.30am for a day of Qlik Sense, with talks from Ometis stalwarts Andy Patrick and Chris Lofthouse to look forward to. The day started in the usual fashion with coffee and croissants before the real business began as Ometis laid out the plans for the day.

Those included a keynote talk, an appearance by the wonderful Gary Palmer from Forbidden Planet, a closer look at some of the Qlik Sense add-ons and a comprehensive workshop on the Qlik Sense platform.

Forbidden Planet's Gary Palmer

Forbidden Planet’s Gary Palmer describes the power of Qlik

‘The Qlik Sense Tour is an important part of our calendar,’ explained Ometis Managing Director Ross Greig. ‘It’s an annual tour that covers the EMEA region and gives us an opportunity to showcase the Qlik platform’s visual analytics capabilities. It’s a chance for us to meet with current and potential Qlik users, show them what’s new and how the platform is evolving, but also explain how they can get the most out of their invaluable business data and become a more data-driven organisation.’

More than 70 people turned up to get a better idea about the data-driven opportunities Qlik provides and were spoiled to a fantastic three-course lunch during the half-time break. That followed guest-speaker Gary’s insightful presentation explaining the benefits of Qlik Sense and how the platform has driven serious business evolution at Forbidden Planet. From a greater understanding of products and their performance to more efficient use of retail staff, Gary’s entertaining talk covered it all.

Hosting the day at one of the country’s most renowned golf courses meant a unique set of gifts for attendees in the form of Qlik and Ometis co-branded golf balls, which were soon snapped up, although everyone was too absorbed in the content to consider teeing-off.

Ometis, Qlik and Forbidden Planet

L to R: Christopher Lofthouse, Gary Palmer, Neil Thorne, Ross Greig, Sophie Welch, Andy Patrick

Instead, participants enjoyed Andy’s talk, which was titled ‘Give your data a voice: Trends that connect People, Data and Ideas’ before Chris walked them through the additional tools available to get the most from their Qlik environment, including Qlik GeoAnalytics, Qlik NPrinting, Narratives for Qlik and NodeGraph.

After lunch, there was a hands-on workshop where we walked through how to build a fully functional dynamic dashboard, use interactive storytelling to present findings and easily navigate an application. The free workshop ended at 3pm, just in time for everyone to enjoy a final bit of sunshine on the terrace. As the afternoon drew to a close there was a real buzz around the room and everyone seemed very keen to continue their Qlik Sense journey back in the office. Mission complete!

‘We had a lot of fun at this year’s Qlik Sense Tour,’ added Ross. ‘It was a real pleasure to be able to meet so many potential Qlik customers and showcase what the software can do. The audience were really engaged with all the presentations and the high turn-out for the optional workshop shows just how keen users are to get their hands on Qlik Sense and start analysing their data. We’re already looking forward to next year’s event!’

Qlik Sense June 2017 Release – First Impressions

For those of you who follow Qlik closely, you’ll have noticed that the Qlik Sense June 2017 (or 17.06) Technical Preview has been released. This is the first in the new release naming convention and cadence – now five times per year.

Having seen it demonstrated at Qonnections, we were excited to get our hands on it. So as soon as it came out I installed the Desktop version to start familiarising ourselves with the new features. The data I decided to use was the electricity generated by the solar panels on my home roof which is logged at 15-minute increments.

The first thing you’ll see when loading data in is a range of new options in the Data Manager…

Measure Suggestions & Tools

Qlik Sense June 2017 Release 1

Here you can see that Qlik Sense has recommended the selected field should be a measure and shown a histogram of the frequency of values in that field – including the min, median, average and max statistics. Qlik Sense has also suggested that, since this has numerical values they could be put into buckets. All of this can be customised, but Qlik Sense makes some good guesses.

Dimension Suggestions & Tools

Qlik Sense June 2017 Release 2

In this screenshot, you can see what analysis – range and uniqueness – and options – the split tool – Qlik Sense presents when you select a dimension field. The split tool allows you to break a dimension field down, which is common for things like date/time fields, phone numbers or composite keys in source data.

(Yes, I know the split location looks wrong – that’s what I had to do to make the preview look right – I’ve logged a bug about that)

If you select a field that has fewer distinct values, you get a different set of tools:

Qlik Sense June 2017 Release 3
Here you can see that I have the choice to replace values in the DayofWeek field – perhaps I want to group my Sat & Sun into one value called “Weekend” – I can do that here.

Qlik Sense June 2017 Release 4
I can null values if I want to ignore those in a chart for some reason – here I’ve done that with some errors from the source data.

Qlik Sense June 2017 Release 5
And here’s how you set custom sort orders – drag & drop interface for setting the default sort order.

Please note that not every combination of these tools works with every other one – for instance you can do Order & Split together but not Nullify/Replace with Order.

What’s going on behind the scenes?

With all this in the data manager, what’s going on in the Data Load Editor? The script that Data Manager generates is all there and viewable – locked by default.

Qlik Sense June 2017 Release 6
New chart types

Once you’ve got your data imported using this new interface, you’ll see some three new charts you can use:

Qlik Sense June 2017 Release 7
Histogram – you just select a numerical field and it shows you the frequency distribution of values. You can customise the buckets (number or size of them), but that’s about it – so there will be scenarios where you want to use the buckets in the data load and a bar chart to achieve histogram-like charts with more flexibility.

Qlik Sense June 2017 Release 8
Box plot – this is something that has been much-requested – especially by the statisticians among us. While I’m not a statistician, I can see the value here. You select a couple of dimensions and a measure and it will do the box plot for you. You can choose from Standard (Tukey), Percentile-based or Standard deviation as presets or you can customise your own:

Qlik Sense June 2017 Release 9
In this case I chose to use the percentiles preset, setting the whisker lines at the 1st and 99th percentiles with the box ends at the 1st and 3rd quartiles and the line being the median. The dots are the “outliers” – there tends to be at least one each month as I only have 14 months of data in there so there are only up to 62 days for analysis, so they’re effectively the minimum and maximums within the months.

qlik-sense-june-2017-release-10-e1497954761945.png
Distribution Plot – a simpler, less statistical, chart that, similarly to the box plot takes a dimension or two and a measure. Here we can see each day’s generation plotted in its month, visualising the minimum, maximum and range of each month.

Consistent Colours for Dimensions

Qlik Sense June 2017 Release 11
Qlik Sense June 2017 Release 12
Enhancing the “Colour by dimension” functionality, here we can see that I’ve set custom colours for the months, inspired by someone with synaesthesia who sees the months as these colours. For example, this could be useful in your sales performance app – setting a consistent colour for each salesperson to be used across the app.

Not yet reviewed

There are a few things we’ve not covered here because we’ve not had enough time to test them just yet:

  • iOS app including offline support – we’ve got this installed and are starting to test it now.
  • Advanced Analytics, including R integration. Qlik have just published the details of setting this up – we’ve got it running but want to work with it a little more before sharing our thoughts.
  • Platform component updates – in this blog we’re been looking at the end-user experience, but the removal of the requirement for a single “central node” certainly looks interesting and a good step forward for resilience. The Enterprise Mobility compatibility (MobileIron, AirWatch & Blackberry) will certainly appeal to some of our more security-and-mobility focussed customers too.

Summary

This is a really exciting release of Qlik Sense – great new features across the board serving the end users, power users, enterprises, IT administrators and more. We can’t wait to get our hands on the other features we’ve not been able to test yet and the final release when it comes out.

Next steps

Most people should now wait until the final release to get these features and then look to upgrade at that point. However, if you’re a Qlik customer and keen to get hands on, you can also join the Technical Preview that will run until 26 June. To do this, just visit the community page and register. Health warning: this isn’t recommended for anything approaching a Production environment and it may stop working altogether after the 26 June deadline and/or you may have to uninstall it completely before being able to upgrade to the final release when that comes out.

Some useful pages in that community include:

  • What’s New – a good summary of the new features, although lacking in a little detail so some can be hard to find! Also note that it’s listing some items that aren’t actually new in this release of Qlik Sense – like new Web Connectors and Qlik Sense Cloud features.
  • Advanced Analytics video – first half of this shows some of the things the R integration will be able to do.

 

Alex Walker
Service Delivery Manager

2017: Pushing the Boundaries

My previous blog talked about our successes in 2016. Now I’d like to focus on all that’s still to come in 2017.

If you have any questions about the topics listed here, please feel free to contact me for more information.

Qlik GeoAnalytics

At the end of 2016, we were evaluating third party add-ons for Qlik to enhance the out-of-the-box geospatial/mapping functionality. We concluded that the product from Idevio in Sweden was the best available, so it was great news in January to hear that Idevio had been acquired by Qlik!

The product has been renamed Qlik GeoAnalytics and is available to purchase via the Qlik pricelist, so now is the perfect time to talk to us about how it could enhance your location-based decision-making.

Qonnections 2017

Since we became a Qlik partner, we have always attended Qonnections, Qlik’s annual Partner & Customer summit. 2017 is no different and we’ll be taking a full team over to the US next month.

We’re looking forward to getting a glimpse of the new features Qlik are developing and bringing you all the latest information. You can stay up-to-date with all that’s going on at the summit via our social media channels, so if you’re not already following us, now is a great time to do so! Follow us on Twitter!

Events

There are lots of events in the calendar, here’s what to watch out for:

  • We’re exhibiting at Big Data Analytics on 22nd June. It’s the UK’s premier cross-industry event, showcasing the latest big data insights and innovations.
  • We’re hosting the Birmingham leg of this year’s Qlik Sense Tour event on 5th July at The Belfry resort. Come along to find out all about the Qlik Platform and how it can help your organisation. Register your place.
  • We’ll also be at IP EXPO Europe, 4-5th October – Europe’s number one enterprise IT event.
  • We’ll be hosting regular webinars to showcase all that Qlik can offer.
  • Roundtable events – the next one is on insurance on 11th May. Register here.

See all of our upcoming events here.

Partnerships

We’ve got some exciting partnerships to introduce you to. Firstly, we’ve teamed up with the guys at NodeGraph to offer our customers greater insights into the data lineage in their Qlik implementations.

Available for both QlikView and Qlik Sense installations, NodeGraph provides a clear way to assess where the data in your applications has been extracted from and where it’s in use. It also provides automated documentation to support your development teams.

Another fantastic partnership for 2017 is IN4BI. We now offer IN4BI’s Platform Manager for Qlik solution, which gives development teams increased control when developing and publishing Qlik applications. This is especially powerful if you have multiple environments (e.g. Dev, Test, UAT, Prod) as it helps users to manage deployment processes, rollbacks and changes across each server efficiently.

We’ll be adding more information to our website in due course, but please get in touch if you’d like to find out more about either of these new offerings.

Get Social

We’re committed to keeping you in the loop with all things Ometis, Qlik and data analytics related.

Make sure you check out our blogs each month on a variety of relevant topics, follow us on social for news, tips and insights plus subscribe to our newsletter to be the first to know about the latest Qlik offerings.

Release of Qlik Sense 4.0 & Qlik Roadmap

Qlik Sense continues to follow the release schedule of 2 x minor releases (Feb/Sept) and 1 x major release (June) per calendar year.  The following schedule shows the expected release cadence across the whole Qlik Platform:

qlik

As well as expecting some great new functionality in Qlik Sense 4.0 this June, I was pleased to read the updated ‘Statement of Direction’ from Qlik about where they see their product development resources being focussed over the next couple of years.

It’s fantastic to see the level of continued commitment to innovate from the product team at Qlik. As expected, Qlik Sense and the Qlik Analytics Platform remain the key areas for investment in 2017 and beyond.

This is turning out to be another exciting year for Ometis. We’re very proud to be the UK’s largest, dedicated Qlik Partner and we’ll continue to grow our team of experts throughout the year to make sure we can continue to deliver the highest quality Qlik solutions available.

If you have any questions relating to the topics covered above, or would like to speak to one of our team about how we can support your adoption of Qlik solutions, then please get in touch.  We’d love to hear from you! Call us on +44 (0)330 363 9900 or email info@ometis.co.uk.

Ross Greig
Managing Director, Ometis Ltd – Elite Qlik Solutions Provider

2016: a Year in Review

2016 has been another year of great success for Ometis, and Ross Greig (managing director) has highlighted some of the year’s key moments.

Our new website

Released in February, our new-look website provides our customers with a wealth of information and resources to make sure they are up-to-date with all our technology and industry solutions.

We’re always adding new content. Have you taken a look recently?

Social, Blogs & Vlogs

Following on from our website launch, we have also been busy writing and recording lots of great content for all our followers across our various social media platforms.

Our blogs and vlogs have proved very popular, specifically our blog on the Gartner Magic Quadrant which was being read and shared by thousands of people across the globe.

Our regular #QlikTips are also particularly useful snippets to keep your Qlik knowledge relevant.

Want to join the conversation? Follow us on Facebook, Twitter, Google+ and LinkedIn.

qonnections

Qonnections 2016

In May, we took many of our team to Orlando, Florida for Qonnections, Qlik’s annual customer and partner conference. We discussed the Qlik Platform roadmap with our colleagues at Qlik.

As an early adopter of Qlik Sense, we were pleased to see some of the amazing new features and functionality being developed. In all my years working with different software vendors, I don’t think I’ve seen a year packed with so many great updates. The innovation is truly remarkable.

With 3 releases each calendar year, we’re always talking about the new features, so make sure you follow our social channels to keep up-to-date with all the latest information as it becomes available.

Marketing Events

Just to make sure we were spreading our word far and wide, we also embarked upon a series of events to showcase the Qlik Platform and inform people about how Qlik and Ometis can help businesses to become more data-driven.

Some of our 2016 events included:

  • WealthTech, London
  • Food IT Summit, Birmingham
  • Qlik Sense Tour, Manchester
  • Wealth Management Round-table, London
  • IP Expo, London

It was great to be able to talk to so many people about how the platform approach from Qlik can really help to address analytics and reporting challenges across all departments and user cases. Whether you need pre-built dashboards, self-service analytics or you want to embed analytics inside another applications or portals, the Qlik Platform can do it all for you!

narrative-science

Narratives for Qlik

Part of our responsibility to our customers is to keep abreast of any interesting 3rd party products that can help add another dimension to their analytics. During our trip to Qonnections, we were pleased to meet with the team from Narrative Science.

Narrative Science is a US company focussed on processing data in order to return a natural language interpretation that is easily understood by the reader.

In 2016 they released their Narratives for Qlik® product that can be embedded in your Qlik Sense dashboards to give a responsive, easy-to-read analysis of your data. We describe it as like having an amazing Business Analyst working alongside you.

In July, we became the first non-US partner of Narratives for Qlik® and have enjoyed showcasing its unique offering to our prospects and customers at events and via our webinar schedule.

This is the first step towards Artificial Intelligence (AI) becoming a core part of data analytics. Expect more on this topic in 2017!

New Support Offerings

We took some time in 2016 to evolve and improve the ways in which we provide ongoing customer support.

We recognise that many of our clients use in-house resources to develop Qlik dashboards, but they still want access to expert support when they hit a problem. Our Enhanced Support product now adds an increased level of support for both Ometis-developed applications, but also for Customer-developed dashboards too.

We also created a new Proactive Support solution that allows us to monitor your entire Qlik estate to help avoid any unwanted issues, downtime and complications. Many of our customers are already seeing the benefits of having our team of experts keeping a close eye on their Qlik solutions so they can spend their time making more-informed business decisions and not worrying about application performance, licence allocations and potential hardware bottlenecks. It’s a win-win!

We also now offer a new Qlik Healthcheck solution for companies who are already using Qlik, but who want to make sure everything is setup correctly and performing optimally. Our team will examine all aspects of your Qlik estate, document the results and provide a list of recommended changes or areas to improve. Our team can then be on-hand to walk you through making those improvements, if required.

Qlik Sense Training

Given the fast-paced release cadence for Qlik Sense, we invested in updating and restructuring our training materials so that we can quickly adapt and extend them with each release

Through our classroom training we can teach you how to build great-looking and performing dashboards, create reliable data models that follow best practices and install, configure and administer your Qlik Sense Server correctly.

Check out our training schedule to see how you could improve your Qlik skills. Want something more tailored to your requirements? No problem! We offer bespoke training/workshops to suit every requirement.

In summary

2016 was a fabulous year for all involved with Ometis, but that wouldn’t be possible if we didn’t have the best team of Qlik experts anywhere in the UK. A big thanks goes out to everyone who helped to make 2016 our best year yet!
I’ll shortly be writing about our plans for 2017, so keep your eyes peeled for that one. Exciting times are ahead, so watch this space…!

Ross Greig
Managing Director

NPrinting 17.2 Review – Three Steps Forward and One Step Back

For those who don’t already know, Qlik NPrinting is a content distribution tool for the Qlik Platform. It enables the distribution of static reports in various widely-used formats such as Word, PowerPoint and HTML.

A brief history

NPrinting 17 (NP17) is the result of the project code-named “Opera” – which was started before Qlik acquired Vizubi and finally came to fruition early in 2016. It’s fair to say the first two releases (17.0 and 17.1) weren’t quite ready for primetime, but 17.2 is a great step forward in reliability as well as functionality.

The NPrinting story so far…

  • 17.0 was the first release in the series – introducing web-based management of reports, schedules and related items. In version 16 and before this had all been done through a Windows application.
  • 17.1 introduced initial compatibility with Qlik Sense (QS). Previously it was a QlikView-only product and it became known as “Qlik NPrinting” not “QlikView NPrinting” at this point.
  • 17.2 was mostly a stability and performance release, but did also re-introduce the On-Demand functionality for QlikView (QV).

I’ve worked with NPrinting since 2012 (when it was Excel-only and being developed by Vizubi) and I have the honour of being the first ever certified NPrinting developer! I’ve been using 17.2 for the last couple of months and, combined with my experiences around earlier releases, here is my considered opinion.

nprinting-image-1
Alex being presented his NPrinting Developer Certificate by Vizubi’s Aran Nathanson,
now Qlik NPrinting Product Manager.

New architecture and delivery mechanisms

NPrinting 17 is a massive step forwards in terms of enterprise architecture – adding web-based management and report consumption, multi-user capabilities including permissions management. It keeps the familiar flexible structure of previous releases with Connections, Tasks, Reports, Filters and so on.

nprinting-1
The new NPrinting 17 web interface.

It adds two new distribution methods:

  1. NPrinting NewsStand – here users can see which reports they have access to and can subscribe to have them generated and/or sent to them on a schedule of their choosing.
  2. Qlik Sense Hub – you can push NPrinting reports into the Qlik Sense Hub so users have one place to go to consume all of their Qlik information. (Note: QlikView Publisher can do this now too – heading towards what Qlik are calling the “Unified Hub”.) The process for getting this up and running isn’t exactly slick, but once done, it’s a useful additional delivery mechanism.

nprinting-2
The Qlik Unified Hub – Qlik Sense, NPrinting & QlikView.

Additional compatibility

“Qlik Sense compatibility” is more true for this release than it was for 17.1 (where you’d often have reports fail if based on QS), but it still doesn’t come with all the functionality of the QlikView side of the tool.

The Select Objects dialog has improved with 17.2, now showing the IDs that you can (if no other way than via the dev hub single configurator) trace back to objects in the Qlik Sense app – which may be useful if you haven’t or can’t set a Name.

nprinting-3

One of the main limitations remains – that you don’t get to see previews of the Qlik Sense objects when you drop them into your template. Instead you just get a generic icon which can make designing your reports quite tricky.

nprinting-4

That said, when you do view a report, they look great. No issues with scaling here: since Qlik Sense has a fully responsive interface, the objects you embed flex as you resize them to fit your slide, document or web page…

nprinting-5
Example PowerPoint report with Qlik Sense objects embedded.

What’s missing?

As you can see from the three major releases this year, Qlik are actively developing NPrinting and I’m sure they have these ideas in mind, but here are some of the things I think should be on the roadmap:

  • Previewing of Qlik Sense objects in reports. As identified above, this is probably the most limiting factor right now.
  • Embedding reports into HTML emails. This was one of my favourite things in NPrinting 16 – embed the actual chart / KPI etc. in an email so the end user doesn’t even have to open an attachment! Unfortunately, whilst the help says this is possible, it’s not (yet).
  • Importing recipients from somewhere other than an Excel file. We have made extensive use of the ability to import from a QlikView object. There are workarounds to this but we’d love to see this re-introduced in NP17 for QV and QS.
  • Simplifying the process for adding reports to the Qlik Sense Hub and integration with the Qlik Sense QMC for user management and so on.

The conclusion

NPrinting has a special place in my heart and I have definitely skimmed over some of its amazing features that I’ve taken for granted over the last four years. So my advice is this:

  • If you’re a current NPrinting 16 user and you only have QlikView in your estate, then you might be better off sticking with NPrinting 16 for the time being. The main reason I can see to consider upgrading here would be if you need a multi-node environment to cope with the sheer volume of reports you distribute or to make use of the NewsStand feature.
  • If you’ve got a mixture of QlikView and Qlik Sense then I think that NP17 is worth a shot now it’s stabilised. Definitely check the features you need and trial it before making a decision on which version to use.
  • In a purely Qlik Sense environment, you’ve not got a choice – I’d just say be cautious about what you promise to deliver in tight timeframes as there is a learning curve as well as more improvements to come down the line. Again, trial it in your environment to see if it works for you.

For more information on NPrinting, please visit our product page where you can request a demo to find out how it can enhance your Qlik experience. We also have an NPrinting training session coming up on 23rd February 2017 – call us on 0330 363 9900.

Alex Walker
Service Delivery Manager

Migrating from QlikView to Qlik Sense: The Pros & Cons of Each Approach

Last month, I discussed the five key elements of migrating from QlikView to Qlik Sense, from server requirements through to user training. Now, I’d like to delve a little deeper into the different approaches you can take to migration, weighing up the pros & cons of each to help you find the best path for your business.

The chart below illustrates the timescales you can expect each approach to take.

migration

The Altruist

This is typically favoured by large organisations with many users and applications, or those who must verify that every single binary digit has been consistently accounted for over a pertinent amount of time. This means running both solutions in parallel is crucial, not just for testing/cross checking but for your business-as-usual operations as well.

Pros Cons
Thorough testing Increased maintenance costs: running two solutions over a long period
Gives users a large amount of time to accept change and be comfortable with the new system Duplicates effort for applications which exist on both solutions for the duration of parallel running
Plenty of time to train the entire user base, with the potential to train them in smaller groups Distributed user base for a long period of time
No need to rush the redevelopment process. You can choose to redevelop one app or department at a time If a single user relies on applications which are not on the same solution, for long periods, it can cause frustration and waste time

The Pragmatic

This approach caters for 80% of implementations I have come across myself. A time scale of 6 months to have Qlik Sense implemented, running in parallel and looking to turn off QlikView is not only realistic but practical. This approach defines a healthy balance between time, cost and scope – all you need is a good project manager!

Pros Cons
Strikes a healthy balance between migration time, cost and scope Duplicates effort for applications which exist on both solutions for the duration of parallel running
Business as usual operations are unaffected Less time for users to accept and be comfortable with the new tool than the previous approach
Users can verify numbers using the legacy system for a limited time Depending on resource capacity and scope, an additional resource may be required to help with the redevelopment of applications
Enough time for the users to accept and be comfortable with the new tool

The Opportunist

I see this as being perfect for small implementations of QlikView; those with less than 25 users or a dozen applications. Providing you have performed thorough testing and users are happy and comfortable with Qlik Sense, there really isn’t much sense in running two systems in parallel for a medium to long period of time just because you can.

Pros Cons
Little time spent supporting multiple tools May double the effort for applications which exist on both solutions for the duration of parallel running
Reduces the cost of running two systems in parallel Little time for users to accept and be comfortable with the new tool
You can focus mostly on the new system Less time to test/verify the system, which can subsequently impact user confidence levels with the new tool
Less time to redevelop work
Depending on resource capacity, an additional resource may be required to help with the redevelopment of applications
User training may need to be run in parallel with the implementation of the new system
Higher chance at impacting BAU operations

The Autocrat

As you may be able to tell from the colour used within the visualisation above, this approach comes with a warning – implement at your own risk! No system is perfect on day one, but if you are limited on budget and resource then you may be forced into this approach.  There are some benefits but the risk, in my opinion, far outweighs them.

Pros Cons
You can focus purely on one system Potential high learning curve for users, with no comfort of having the legacy system
No need to support multiple systems No time to test/verify data before ‘go live’
Reduced costs Very high probability of affecting BAU operations
Can recycle the same server/s that were being used for QlikView Users forced to learn on the job
Potential period of down time
Depending on resource capacity, an additional resource may be required to help with the redevelopment of applications

With all that said, it’s down to you to pick an approach to suit your leadership and your company. You may find, depending on the size of your organisation, that you adopt multiple approaches for different departments – catering for the different working environments and skill sets you come across.

The only remaining question is ‘when?’The answer is simple: it’s now! Or, I should say, once you have a plan in place. If you need any help or advice, please do get in touch.

Chris Lofthouse,
Qlik Consultant 

Migrating from QlikView to Qlik Sense: What To Consider

The number one topic for organisations still using QlikView should be the migration to Qlik Sense. In my opinion, guided analytics (QlikView) have become outdated. Self-service analytics (Qlik Sense) are what is relevant now: analytics that put data at the fingertips of the user. Gone are the days of waiting on the IT department to produce reports: rapid development, using intuitive user-friendly interfaces, is here.

Switching to a self-service analytics tool such as Qlik Sense removes the bottleneck from IT, empowers the user and, in turn, the business. Establishing greater insights by having the freedom to visualise data differently, whilst still in a governed environment, is now the reality. Why do it any other way?

In this blog I will focus on the five key elements for any migration plan, starting with the infrastructure:

Server

Like QlikView, Qlik Sense is an in-memory application, so you will need a dedicated server/s. The servers will likely need to be a similar specification to your existing QlikView solution. The absolute minimum specification will require a Windows server with a 1gb HHD, 8gb RAM and Multi-core x64 compatible processors. The full system requirements can be found here. Please note, this is not the universal recommended specification as it varies depending on the size of the user base, data volumes etc. Contact us to find out more.

Licences

Our team of Qlik experts can help you understand if and how you can transfer licences. It is important to note that there are differences between the QlikView and Qlik Sense licencing models. The Sense model comprises of two types of licence: user access passes and login access passes (access passes are commonly referred to as tokens). The former is intended for frequent users and the latter for infrequent users. (A frequent user is defined as someone who consumes 10+ hours per 28 day period.)

Redevelopment

Scripting in Qlik Sense is no different to QlikView, therefore all code is transferable. Having said that, it’s not just a copy & paste exercise: you will need to re-establish the data connections and replace the connection strings in the script with the new ‘lib’ statements. Alternatively, for a quick win, you could use a binary load.

The bulk of redevelopment comes in the front end where you will need to recreate the visualisations. You will be surprised how fast this is achieved, thanks to the simplicity of Qlik Sense and how quick it is to create dashboards with the improved drag & drop/ click & select capability. Having come from a QlikView background myself, initially I found the snap-to-grid system annoying. I soon realised, however, that it was a blessing in disguise! It was after redeveloping an application in Qlik Sense (which I’d previously built in QlikView), that I realised the change really was for the better.

Security

Security in Qlik Sense is a little different but also a lot more flexible. In Qlik Sense you have the Hub (this is Sense’s version of the QlikView Access Point.) This is also the highest level of security – is the user authorised to access your Sense solution and do they have a licence?

Within the Hub you will discover ‘streams’ which mimics selecting a ‘category’ in Qlik View (essentially a collection of applications.) You would typically create a stream for a particular group of users – a user should have access to one or more streams. You can also apply security on an app, field and row level. Section access is still available in Qlik Sense but it works somewhat differently.

User training

For users to accept change they need to be made at ease with it. How do we make a user comfortable with a new tool? We train them! At Ometis, we provide a range of training courses which can be tailored to suit anyone. This varies from an hour long introduction to analysing data in Qlik Sense through to a three day course designed to turn individuals into Qlik developers or system administrators. Our flexibility can match your needs and current skill set.

What’s Next?

Once you have a list of what needs to be done, we can move onto the how and when. Take a moment to think about how you would implement a migration plan. Do you ‘rip the band aid off’ and leave the office on Friday as a QlikView user to return Monday with Qlik Sense, or do you run the two tools in parallel and drip feed users onto Qlik Sense over a period of time? As long as the end result is the same – does it matter? I think it does. It’s not just changing from one BI tool to another, it’s doing so in a manner which is accepted by the majority of the stakeholders, seamless for business-as-usual operations and beneficial to all users.

In my next blog, I’ll be discussing four approaches to Qlik Sense migration and weighing up the pros and cons of each, so be sure to check back.

Chris Lofthouse,
Qlik Consultant