What’s New in Qv11 -...

What’s New in Qv11

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Author Shima Nakazawa Last Modified October 14, 2011

Name of QVW What’s New in Qv11 Revised Version 1

QV version QV11 Classification Public

Target Audience – Who should be looking at this application? Any knowledge they should have?

QlikView Developers and users who are familiar with previous version of QlikView. This document does not

describe the uniqueness of QlikView (data association, green/white/gray), but the new features included in

QlikView 11.

Application Overview – Explain the uniqueness of this application. What is the purpose to show?

This application contains QlikView 11 new features including…

1. Alternate States (Comparative Analysis)

2. Dimension Limits

3. Show Condition on dimensions/expressions

4. Container Object – Grid style

5. Metadata (comments)

6. Actions (new functions)

Server side Qv11 features

1. Collaborative Sessions

2. Annotations

For more information, see “What’s New” tab within the application.

We strongly suggest not talking about only the new features, but trying to weave them into business scenarios

to show the business values.

Data – What type of data is included? Is it available for distribution?

This application contains demo data around consumer goods sales. This company sells to customers who have

stores. This is not a company such as super markets who sell to individual consumers directly.

Analyze sales reps’ performance, products, customers, geography and also create reports that show invoice/item

level.

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Scenario Role – Who is this scenario

for?

Overall question and breakdown

questions to answer within the

scenario

Outcome and breakdown answers

Scenario 1:

Seeing overall view by

various metrics

As a user, I’d like to see

dashboard by different

metrics.

• C-level

• Regional managers

Need to see the data by Sales,

Quantity, Margin or Margin%

• Is there a correlation

between sales $ vs quantity

for best selling periods?

• How about sales reps?

Sales $ top sales vs

Quantity top sales.

You will find…

• Switch to other metric as needed and the entire

dashboard will reflect to the change

• Good Sales $ periods do not mean more quantity sold

QV11 features

• Conditional Enabling of Dimensions and Expressions

Other features

• Brushing

Scenario 2:

Identifying products

profitability in northeast

region

As a regional sales

manager in northeast

region in the US, I need to

oversee the sales patterns

of my sales team to

identify if there are any

suspicious transactions

taken.

• Regional Sales

manager

• Product manager

Margin seems to be lower than

expected. Any suspicious

transactions taken within my

region?

• Which customers are

affecting the overall

margin?

• Who’s responsible for these

customers?

• For any particular

products?

• Why is the margin so low?

Too many discounts?

You will find…

• loss in profitability with a couple of customers

• One sales rep is taking suspicious transactions

• Many transactions with 0 sales amounts.

• Too many samples to only one customer not others

Qv11 features


• Actions (clear field)

Qvs11 features

• Collaborative Sessions

• Annotations

Other features

• Map

• Reports

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Scenario 3:

Which product has the

most potential for Q3?

Identify which product

has the most potential to

increase sales and margin

for the coming quarter?

• Product line sales

managers

• Marketing

manager for

promotions

• Inventory

managers to make

decisions together

with product line

sales managers

Today is June 20th, 2011. I’d like to

plan for next quarter (Q3).

• Which products should I

promote for better sales?

• I’d like to see the analysis

based on last year’s data

for the same season.

• How is margin?

Going after…

• Item that is popular for the season

• Item that is popular for holiday weekends

Qv11 features

• Dimension Limits

Scenario 4:

Identifying which product

to promote together with

hot dogs

Identify which product

would sell better with my

responsible product to

increase sales for the

coming quarter?

What sells more with

hotdogs?


managers

• Marketing

manager for

promotions

• Inventory

managers to make

decisions together

with product line

sales managers

Today is June 20th, 2011. I’d like to

plan for next quarter (Q3).

• Which products should I

promote for better sales?

• I’d like to see the analysis

based on last year’s data

for the same season.

• Any regional insights?

Going after…

• Item that is popular for the season

• Item that is popular for holiday weekends

• Target for adults rather than children

• One region sells more than others

Qv11 features

• Dimension Limits

• Comparative Analysis

• Metadata

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Scenario 5:

Sharing my new finding

with others (QVS

required)

Identifying any other

product that may sell

better with hotdogs. How

can I share my new

finding?


managers

• Marketing

manager for

promotions

• Inventory

managers to make

decisions together

with product line

sales managers

Continuous scenario from the

previous one.

• Is there other product

which sells better than

Wine/Beer with hotdogs?

• How can I share my finding

with others?

Going after…

• Soda seems to sell much better than wine or beer

• With triple the sales of beer

Qv11 features

• Comparative Analysis

• Annotations

Scenario 6:

Can I group objects?

As a Qv developer, I need

to group objects so that

they will function

together.

• Qv Developer How can I group objects together?

• So that they minimize

together

• Less number of objects to

deal with when

linking/copying objects

from one sheet to another

• Displaying multiple objects

at the same time in a

screen but grouped

together

Going after…

• Easy to develop

• Avoiding confusions from end users. eg., a slider bar

works with only a chart within the sheet, and when

the chart is minimized, then the slider bar also needs

to be minimized together.

Qv11 features

• Container Object – Grid style

What’s New in Qv11

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Scenario 1: Seeing overall view by various

metrics

• Container Object


(Show condition)

Sheet Dashboard

Selections so far None

In this sheet, you will see a user perspective feature which is show condition.

As a VP of Sales, I need the overall sales

information but sometimes, I need to look

at the data in sales, quantity, margin or

margin % depending on what information I

need at that time.

By default, I am looking at Sales

information. And now, I want to select all

periods that had more than 8M$ in sales.

Paint on bars that are above 8,000K.

Result:

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What I am curious to know is whether we

had great sales because we sold more

quantities in general or not.

I will change the metric to Quantity and see

how long these bars are. If quantity follows

the sales, then these bars should be

standing tall compared to other periods.

Select Quantity

As a result, I can see that these are not the

best qty sold periods.

I can also see from the top sales person that

these names have changed between top

sales $ vs top Qty sold.

If I need to look at Margin, I can do so by

selecting “margin” at the top, and I don’t

need to run by report department to

produce a separate view for me.

This is using the new QlikView11 features

called Show condition.

Salect Margin

In this scenario, you learned a new feature that benefits users for the easy-of-use capability.

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Scenario 2: Identifying products

profitability in northeast region


(Show condition)

• Collaborative Session

• Annotations

Sheet Customers


I am a regional sales manager, and I am responsible for the northeast sales in the US. I would like to oversee the

sales patterns of my sales team to identify if there are any suspicious transactions taken.

I want to see customer sales in a map view

and select US by painting on the map.

These dots indicate sales amount per

customer. It seems there are two big

customers in the east coast as well as in the

west coast. (see two big bubbles)

Paint on the map to select only US dots

I will concentrate in my territory, northeast

and this year, 2011.

Paint on the map to select the dots in the northeast.

Select 2011

In the Customer KPI’s, I can see the

information about each customer’s

purchases.

If I scroll down, I can identify two customers

with negative margin. “EDS” and “Fill It”.

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I will sort by Margin % here to select these

two customers.

Double (single in ajax) click on Margin % column to sort.

Select Fill It and EDS.

Now, I know that the sales reps of these

customers report to John Greg and Stewart

Wind.

(You may open the “+” to show the hierarchy – tree view in a list

box)

If I look closely, I can see that EDS has a lot

more invoices (transactions) than Fill It.

By selecting 2010, I can see that we were

not making margin last year either.

It seems I need to investigate on who the

sales person is for this customer.

Select 2010

Select EDS

I will go back to 2011 view, and see who the

sales rep is in Sales Reps tab.

Select 2011 or hit “Back” button to go back to 2011.

It is Edward Laychak who works in John

Greg’s team since 2006.

Note: assume that you know when Edward

started working in the company. You don’t

see this information unless you create a list

box for Employment Date field.

Select Edward Laychak

Which products is he selling to this

customer, EDS?

Go to Products tab

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I know that Vegetables has been the top

sales product this year so far in this

company overall with average margin of

above 40%.

Selling this product, how come Edward can

have negative margin? I need to see what is

going on.

Select “Vegetables” and go to Reports tab

Since I want to investigate more on the

products, I will see the “product report”.

Click Product report button

By default, I have a view at a high level of

products. From this report, I see no

problem with French Fries with 72% margin.

However, the problem seems to be the rest

of the products. Especially, I see that Frozen

Vegetables has no sales but a great amount

of quantity.

Now, I will add more dimensions to fit to the

granular level of information I need.

This is a new feature in QlikView11, which is

by using show condition for dimensions and

expressions, users can create their own ad-

hoc reports.

Note: show the dimensions and expressions

tab in properties if needed

Select Invoice Number, Invoice Date, Item Desc

Deselect Product Line and Product Group.

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Looking at this invoice level info per item, it

seems when he sells the items, then he gets

good margin. That means he is not giving

discounts.

However, I see many 0’s in the sales column,

which means he’s been giving out more

samples than he should; therefore, it is

resulting the loss for the company.

I need to speak with him and his manager to

process this.

I will print out the report and show this to

them.

Select “Custom Report”

Optional: QVS feature

I can do a collaborative session with them

online, which is a new QlikView 11 feature.

(need to be on a server)

Optional: QVS feature

If Edward and his manager are not available

right now, then I can make an annotation so

that they can review later. This is also a new

QlikView 11 feature which users can create

comments or share with others with

snapshots.

Take a snapshot

Make a comment that says

“Edward seems to provide many samples to EDS this year. What is

going on?”

If you want to show how Edward has been

selling Vegetables to other customers,

deselect EDS, and view in a customer report

with margin turned on.

You can see that EDS is the only customer

he has negative margin in 2011.

Deselect EDS

Click “Customer report”

Add “Margin” metric

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If you want to create your own report from

scratch, click the “Reset” button and select

dimensions and metrics as needed.

The reset button is using a new QlikView 11

feature called “Clear Field” action.

In this scenario, I was looking at high level information from a map view, and concentrated on my northeast

territory. Looking at the margin data from the KPI report, I identified a couple of customers with negative

margin.

In the end, I have identified that the sales rep, Edward Laychak, who’s been with the company long enough has

been giving out too many samples to a particular customer, EDS.

The next step for me is to speak with this sales rep and his manager to solve this issue.

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Scenario 3: What sells more with

hotdogs?

Dimension Limits

Sheet Will go into Products sheet during the scenario


You will see a scenario where you are assigned to pick a group of products with great sales and margin, and how

to identify the product sub group. The timing is for the next quarter, Q3.

I am looking at the data as of June 30th

,

2011. I am a product manager responsible

for Deli section in the United States.

I was tasked to identify a group of products

and strategize for Q3 to increase its sales.

First, I would like to identify the top

products that are making up 80% of overall

sales.

Go to Products sheet

Since I am targeting for next quarter, I will

analyze last year’s data for the same season.

That being said, I will select 2010 and Q3.

Select 2010 and Q3

Now I can see the product sub groups by top

sales in 2010 Q3. But I am interested in only

the 80% of total sales.

Enter “80%” (including the % symbol) in the input box, or adjust

the slider bar to 80%

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Now, in this chart, I can see the 80% of sales

per product sub groups.

This is a new functionality in QlikView 11

called “Dimension Limits”. Users can easily

limit the number of dimensions to show

only x % of accumulated values. In this case

80% accumulated sales for product sub

groups.

(If you would like to display the rest of the

items, in this case, product sub group, you

can show as “Others”. See “Sales Reps”

sheet for an example. This is also a part of

this new functionality.)

Therefore, I am displaying only 19 out of 70

product sub groups, which make up 80% of

sales in 2010 Q3.

(I can cycle through the dimensions for

further detailed analysis. But for now, I am

good with product sub groups.)

Now, I’d like to pick a group to make a

promotion.

Looking at the data, Hot Dogs, Bologna and

Deli Meats are in the list that are from my

department.

Among these three groups, I can see that

Hot dogs have the most sales as well as the

margin.

That said, I have decided to make a

promotion on hot dogs as it is a great

product for a summer season.

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In this scnario, you learned the new functionality in QlikView 11, called “Dimension Limits”with which you can

limit the number of dimension values to your needs using accumulated values.

To see how you can identify which product to bundle-sell with hot dogs, move to the next scenario.

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Scenario 4: Identifying which product to

promote with Hot dogs

Comparative Analysis

Metadata

Sheet Products

Selections so far

“Hot Dogs” in Product Sub Group

“2010” and “Q3” from time dimensions

Top “80%” in an input box or a slider bar

I’d like to promote Hot Dogs for the next quarter. Now, my challenge is how to identify which products will be

sold better with hot dogs.

The next quarter is officially getting into the

summer season. I have identified that Hot

Dogs were one of the top products sold with

good margin.

To plan for the next quarter, I’d like to

identify which products to promote

together with Hot dogs.

So now I select Hot Dogs and look at sales

overlaps with other products.

Select “Hot Dogs” in the straight table.

My target is 4th

of July weekend, Labor day

weekend and any other hot summer

weekends for a grill party.

Instead of targeting children, I’d narrowed

down to adults. My idea is to sell more

drinks. Which drinks are good to bundle

discounts with hot dogs?

Go to Sales Overlaps sheet.

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In this sheet, I can analyze any products that

have been sold together with other

products.

Confirm that Hot Dogs are already selected

in the Base section.

The diagram with circles is called the “Venn

Diagram”, and this is a great way to show

overlaps of multiple groups.

Note: Need internet to see the Venn

diagram

Venn Diagram (need internet)

I’d like to focus the potential sales on adults,

rather than children.

By targeting adults, I will look into potential

sales in drinks, beers and wine. Which do

you think sells more with hot dogs?

What you are about to see now is a new

functionality in QlikView 11 called

Comparative Analysis using Alternate

States.

Alternate States is advanced set analysis to

compare multiple groups (states) together.

(Option: Also, notice that other fields such

as time dimensions, region and sales reps

selections are affecting alternate states

groups, too. This is because these fields are

also defined in the alternate states

expressions. See the definition of

expressions for a new syntax. )

Now, using the alternate states

functionality, first, I will pick “Beer” from

Group 1.

I can see that Beer itself was sold for 80K$ in

2010, Q3.

Select “Beer”

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Now, I will do the same in Group 2 for

“Wine”.

As a prediction, we think beer is sold more

than wine with hot dogs because of the

season.

Wine was sold about 260K$ last year during

the same season.

Either select “Wine” first to find Wine or search to select it.

Now, let’s take a look at whether beer was

sold more than wine together with hot dogs.

In the Venn diagram, the overlap between

yellow (base) and blue (group1) is the

transactions that hold both Hot Dogs and

Beer.

The overlap between yellow (base) and sage

(group2) is the transactions that hold both

Hot Dogs and Wine.

You can see that Beer (Group 1) had 51

invoices together with Hot Dogs (Base)

where as Wine (Group 2) had 104 invoices.

It seems Wine had more activities with Hot

Dogs than Beer last year.

Who would have thought that wine is sold

together with hot dogs more than beer?

This is the power of Business Discovery.

However, if you look at the summary of

sales overlaps, you can see that even though

there are two times more of transactions

with Wine, Beer had about the same sales

amount as wine.

Furthermore, If I look at the break-down by

region, then I can clearly see that there are

much higher sales in Beer (Group1) than

Wine (Group2) in the United States, even

though the number of transactions was one

less than wine.

I can assume that because the purchases of

beers contain many quantities compared to

wine, if I bundle-discount with beer, then I

can have more sales with hot dogs.

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This is great potential sales for my

department.

If you are not familiar with what each

column is showing, then mouse-over on the

column header and see the info.

This is an extended feature in QlikView 11

called metadata, and developers can add

comments in both dimensions and

expressions to support users with more info.

In this scenario, we started looking at one top sales product group, hot dogs and analyzed which drinks can

be sold together for potential higher sales based on last year’s data.

Using alternate states functionality, we can do comparative analysis in ad-hoc matter so that users can

make the right decision with provided data. Simply see the data from different angles to find the

information you are looking for. Data Association is the power here.

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Scenario 5: Sharing my new finding with

others (QVS required)

Comparative Analysis

Annotations

Sheet Sales Overlap

Selections so far

“Hot Dogs” in Product Sub Group (Base)

“Beer” in Product Sub Group (Group 1)

“Wine” in Product Sub Group (Group 2)

This is a continuous scenario from the previous one.

We have found that we have a potential to sell hot dogs if we sell them together with beer. However, the

question rises to…

Is there another product which also has more potentials than beer to sell with hot dogs?

When you analyze sales overlaps, you may

wonder if you should go by the transaction’s

frequency or products sales $’s so that you

can make the right decision for the best

promotions.

I know that if I go with the product with

more transactions, then my Hot Dogs will be

sold more frequently; thus more sales to

me.

Previously, we saw that Wine had more

transactions than Beer. However, would it

be strange in general to bundle-discount

Hot Dogs with Wine? Would people really

go for it?

I’d like to look at another product at this

point and explore my options to make

promotions with hot dogs.

In Group 2, deselect “Wine” and identify “Soda” which has 388K$

sales.

Select “Soda”.

I have identified Soda which has more sales

than Wine, so I’d like to see if this item is

sold better with Hot Dogs.

Previously, Wine had more than 100

invoices in common with Hot Dogs with

about 25K$ sales.

Now, I can see that Soda has less invoices

(77) but more than triple the sales amount

overlapping with Hot Dogs.

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Now, I have an option to either go with wine

which has more frequency in transactions,

or go with Soda which has more than triple

the sales.

Frequency is good for my product, hot dogs,

but selling more soda is good for producing

sales for the company because it has

potential of up sell in the product by itself.

I need to talk with my sales director and

show him what I am seeing in this view.

I can either send him the link to my view so

that I can walk him through what I found, or

write annotations to my findings so that he

can follow up and respond to me when he is

available.

This is a new functionality in QlikView 11

called “Annotations” and “Collaborative

Sessions”.

Show the share link or annotations.

In this scenario, you realized that Soda has triple the sales than Beer or Wine. So for the company’s profit, this is

a better option to up sell; however for my product, hot dogs, it is better for me to go with more frequency to sell

quantities to make my sales go higher.

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Scenario 6: Grouping objects • Container Object

Sheet Dashboard


In this sheet, you will see a developer perspective feature called container object – grid style.

(Preparation)

Before the presentation, make sure to

identify the container object around three

charts, and “Allow Move/Size” is checked.

It is the outside layer.

(Preparation)

If you are not sure, go to sheet properties >

Objects

As a QlikView Developer, for some

occasions, I want to group objects. Using

the new feature in QlikView 11 called

container object in grid style, I can

accomplish this.

As a result, I can resize the entire container

object, and all charts within it will

automatically get adjusted.

Also, I do not need to worry about aligning

Activate the outside container object, and try to resize it by

grabing the corner of the object.

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all objects per pixel basis.

In this example, I have two container

objects. One holds two bar charts side by

side, and the larger (parent) container

object holds two objects; one is the (child)

container object and a pivot table.

This feature helps if you use minimized icons. You can have a chart with a slider object, for example, and they

will be minimized together or moved together for repositioning.

You can also use this for the common objects in each sheet. Instead of copying/linking individual objects in each

sheet, you can include them in a container object and use it to copy/link to other sheets.

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