Qlikview: Creating a Master Calendar

When using dashboards, time is almost always an important factor. Users will always be interested in viewing data by time period, and often times comparing data between two time periods. In a typical data warehouse a time dimension is usually present. If there is a situation where a time dimension is not available, then it…

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Qlik Sense: Using Fuzzy Searches

With Qlik Sense, you can now search Records to find data that matches, or kind of matches, a search criteria. This is known as fuzzy searching.  A fuzzy search compares the original searched string to each record and determines its degree of resemblance.  The results of these searches are ordered in degree of resemblance order.…

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QlikView: Using a Trigger to Set a Default Selection

By setting a default selection on a document or sheet, such as year or month, is an easy way to control the initial starting point when a user logs in. Providing defaults is essential as it will help to narrow the view and provide a focused lens to aid the user as they begin their…

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Year-to-date report? Try the FR Match function!

Viewing current period vs. quarter-to-date vs. year-to-date is a common layout used in financial reports.   Often this layout is managed using substitution variables that automatically pass in the current period / QTD / YTD members.   Or you could use range functions with hidden columns to retrieve additional periods and then sum them up for presentation…

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