What makes a great Qlik Dashboard

What makes one Qlik Dashboard stand out from the rest?

It’s probably best to start at the beginning and ask the question: what is a dashboard? There are lots of ideas out there: “a single view, like the dashboard of your car, giving you the important facts you need in a clear, concise way” is probably the most popular definition. When it comes to business however, a single page dashboard often asks more questions than it answers. A simple set of dials doesn’t give you the full story, just the ending. So perhaps a single view is just one element of the bigger picture. This would take us neatly onto the “Dial to Detail” style of reporting, suggesting a top down approach to analysis. If the “dial” gives you the ending then it would make sense that the “detail” is the story, but is that the best approach to managing performance?

Qlik Dashboard Ometis 2

Effective Performance Management

Is performance management about investigating why something has happened (or possibly gone wrong)? Or should the focus be more on prevention and a continuous journey towards more efficient operational processes and increasing your organisation’s skills? Having the relevant data and being able to supply this information to the right person to analyse is key to success, although I’m always curious when organisations employ a team of analysts. In my experience these teams usually began life as report creators who churned out information by request. These teams are often asked to shift focus and spend more time analysing the information, they are analysts after all. The reason I find this shift somewhat curious is because I’m not sure how exactly that’s supposed to work. I believe that it is those who are managing the front line people and processes who are best placed to complete the analytical task and make effective changes based on their findings. I believe a front line manager knows their own area and information should act as an additional tool in this process.

Qlik Dashboard Ometis 3

Making It Personal

Mobile phone apps have been popular for a while but why is that? One reason is because apps allow every person to customise their phone to their own needs. Not too long ago when you bought the latest phone you were stuck with the manufacturer’s own calendar, calculator, task list etc. Now that’s changed with the advent of smart phones and what seems like a limitless supply of apps. My phone has become very personal to me. If I were to swap my phone with someone else’s, even though the phone may be the same make and model, the apps I inherit will probably be of little use to me in my daily life because they don’t meet my needs.

This makes me think that reporting performance information has to be personal to succeed. For example, let’s say we have three people as our internal information customers; the CEO, Sales Director and Operations Director. We could safely assume the Sales Director and Operations Director will want very different information in their regular reporting so two reports are created, one for each, and both reports also go to the CEO who has to then take the bits of information from both reports which interests them. People are asked to gather information far too often. Organisations I’ve been involved in have anywhere up to 100 regular reports being produced and few are aimed at an individual or role. Most cater to a service or department.

Qlik Sense Dashboard Ometis

Have you ever been on the internet looking for something slightly out of the norm? You cast your hook, see if anything bites then you reel back in and try again. That process can be very wearisome and it doesn’t take too long before you feel frustrated that the information you need isn’t at your fingertips. Information gathering can be very frustrating for an individual if they’re having to, in effect, create their own dashboard by collecting information from a variety of sources.

The takes me to what I believe is the answer. What makes a dashboard useful, usable and used is that it’s designed around the person or role, providing only required information in a format that is effective The fewer roles each dashboard is targeting at the better. with our Qlik Dashboards you can do just that. For more information on how we can help your business achieve effective data analysis, get in touch today.

What do you think makes an effective dashboard? Tweet us @ometis_ltd.

Richard Pearce, Senior Consultant

QS 3.0 New Features Blog

The new release of Qlik Sense, version 3.0, was released at the end of June and makes it even easier to explore your data and provide insight to your organisation.

Read below for our summary of the new features included in the latest version of Qlik Sense.

Visual Data Preparation

With Qlik Sense 3.0, self-service data exploration goes to the next level with visual data preparation. Previously, to link tables of data together took a bit of know-how. Now the tables are shown in their own “bubble”, meaning that you can drag tables that you know should be linked together and Qlik Sense will associate them based on the data.

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Figure 1Table “bubbles” linked together in the new Visual Data Preparation window

Now you can leave the complicated job of modelling your data to Qlik Sense and concentrate on what is important, analysing your data.

Branding

Add some pizazz to your Qlik Sense apps by branding them. Add your company logo and colours to your Qlik Sense apps making your corporate applications look more professional.

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Figure 2Apply branding to your Qlik Sense Apps

Visual Search

Search has become visual in Qlik Sense 3.0. With the addition of charts to the standard search tool, you can now save time searching through sheets and sheets to find the one you want. You can even search for chart types and Qlik Sense will return the most relevant results!

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Time Aware Charts

Charts in Qlik Sense have always helped the user build something powerful in just a few clicks, but Time-aware charts in Qlik Sense 3.0 take this a step further.  You no longer need to build your own calendar tables and pre-select the most appropriate granularity of date to use in your chart.

With Time-aware charts you simply add the original Date field to the chart and Qlik Sense will automatically work out the best way to display it.  It could be days, weeks, months or years – Qlik Sense will automatically scale the chart for you.

In addition to this, it will also understand if you have missing data points where you may want to show a continuous scale and auto-fill the gaps. Line charts are available in this release, but you can expect to see other chart types with this functionality in future versions.

No selections:

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2015 & 2016 selected

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Widgets

This new feature gives us, the developers, the freedom to create what the customer wants but doesn’t yet exist in Qlik Sense. Widgets can adapt to the shape and size and the customisation possibilities are endless. In this example we’ve made a KPI where the icon can relocate itself or disappear if necessary depending on the size and shape of the widget. The icon and the colours can be changed and the second measure is optional, and this is only the beginning!

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The widget editor allows us to use HTML, CSS and Angular.js to create and edit widgets.  It’s a comfortable place for a developer and gives us all the tools we need to preview our widgets as well as to connect them to a published app to test it with real values.

This is just tip of the Widget iceberg – the possibilities are endless!

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DataMarket

Qlik DataMarket is a revolutionary new Data-As-A-Service offering from Qlik.  It allows direct access to a range of standardised information that can help supplement your analytics.  With Qlik Sense 3.0, Qlik have included access to four new premium data packages:

  • Historical stock prices from major stock exchanges
  • Financial data from companies worldwide
  • Population indicators for India’s states and districts
  • Population of Canada by provinces or territories

While we expect Qlik to continue to add in population and demographic data of new countries fairly regularly, it’s great to see some additional company and financial markets data being released.

We can see some great use-cases for this.  Imagine supplementing your ERP or CRM data with the latest stats about your Customers or Vendors.  For some of our Financial Services customers, having the ability to get single-source access to financial markets data will make a big difference in how responsive they can be when making data-driven decisions based on Qlik dashboards.

We’re looking forward to seeing what other new packages are made available in the coming months.

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Choosing the right chart

Choosing the right chart to best analyse your data and showcase your results can be tricky. Whilst data visualisation is incredibly useful, faced with the vast array of options it can be an intimidating task.

The best place to start is selecting the right type of visualisation. For this, you can choose from the four main types: comparison, composition, distribution and relationship. Then you can decide on the chart that best displays your results. At Ometis, we can even help you customise your dashboard to reflect your company’s branding.

 

The Four Main Types of Visualisations:

Comparison
Comparison charts are used to compare the magnitude of values to each other and can be used easily to find the lowest and highest values in the data. It can also be used to compare current versus old values to see if the values are increasing or decreasing. Common questions are “what products sell best” and “how are our sales compared to last year”.

Charts include:

  • Variable width chart
  • Bar chart – horizontal or vertical
  • Table or tables with embedded charts
  • Line chart
  • Circular area chart

 

 Composition
Composition charts are used to see how a part compares to the whole and how a total value can be divided into shares. Composition charts shows the relative value but some charts can also be used to show the absolute difference. The difference is between looking at percentage of total and value of total. Common questions are “how big of a market share do we have in a region” or “what areas are our budget divided into”.

Charts include:

  • Stacked bar chart
  • Stacked area chart
  • Pie chart
  • Waterfall chart
  • Tree map

 

Distribution
Distribution charts are used to see how quantitative values are distributed along an axis from lowest to highest. Looking at the shape of the data a user can identify characteristics such as the range of values, central tendency, shape and outliers. It can be used to answer questions such as “number of customers per age group” or “how many days late are our payments”

Charts include:

  • Bar histogram
  • Line histogram
  • Scatter plot

 

Relationship
Relationship charts are used to see the relationship between the data and can be used to find correlations, outliers and clusters of data. Common questions are “is there a correlation between advertising spend and sales of our products” or “how do expenses and income vary per region, and what’s the deviation”.

Charts include:

  • Scatter plot
  • Scatter plot bubble size