Qlik has different solution families, main ones are: Qlikview and Qlik Sense. The latter has different family members: Desktop, Cloud, Enterprise. In this post I will cover installing and configuring the Qlik Sense Desktop.
Qlik Sense Desktop is a self-service BI tool that can be installed on a windows machine. Except for the data acquisition part, It is relatively simple to use tool.
Download and install: You can download the software from here. Once downloaded, double click on the app to install it:
The installation is pretty forward. Click Install then follow the steps, straightforward installation:
Once completed you can launch the Qlik Sense Desktop from the program files or windows start menu.
Qlik Sense Desktop in Web: After you run the Desktop application, you can access the same interface through your browser at:
I prefer working from the web to keep my work centralized in one browser.
Main Desktop Components:
Here are the main components of Qlik Sense:
Data Visualization: A visual component that demonstrates data. Examples: Matrix, Chart, List, etc.
Sheet: A set of data visualizations that fit in one screen. This is like a report or a dashboard.
Bookmark: a saved state of the sheet with filter selected values and drilldowns are all saved.
Story: different snapshots of the sheets with a sequential flow that serves best for meeting presentations.
App: A set of sheets. You can think of it as an excel workbook file, where each file may contain different sheets.
Once you open the web link or the application, you will be directed to Qlik Hub, which contains a list of your apps. You will also be proposed to a create an app.
Choose create a new app:
Once you qlik on it (yes, qlik), it will prompt you to choose a name for it. Once you do so, it will allow you to open the app. I chose “My First App” as an app name. This is how it looks when I open it:
1. This is the main app menu. It has the above data management options.
2. Secondary app menu. It contains options for: “Add data” just like the main surface option in middle of screen, Help and About links.
3. Save command.
4. Data Manager: Tool to manage the data sets and links between them.
5. Data Load editor, a scripting tool to manage the data load by scripting.
6. Open Hub: Basically going back to the main Qlik hub, which contains a list of all apps.
7. A link to modify the name of the app.
8. The app location on the disk drive. Notice that creating an app creates a physical file for that app. Thus this opens the possibility to share apps across users.
9. “Add Data”, allows acquiring and loading data from external sources.
10. Same as option 5.