QlikView makes enterprise BI personal to each business user. Probably you are now all thinking about the term ““self service” BI or “ad-hoc” analysis as I mention “personalization.” What I mean by personalization with QlikView is more than these. With QlikView, business users can interact with the data in their own way, create their own analysis context, change visualization and navigate in the analysis based on their preference. This video walks you through the scenario that I cover below demonstrating QlikView capabilities enabling personalization.
Let’s think about a business analysis scenario and go through the steps to personalizing it with QlikView.
Analysis Scenario: Sales Analysis by Region, Product and Time
- Step 1: Select metrics and dimensions.Organizations use many metrics to measure the sales performance: sales amount, margin, net sales, etc . . . With a traditional BI approach, IT group or power users create reports with some of these metrics with pre-defined drill down paths (e.g., product group, product category, month, state, etc.) based on the requirements that they collected from a group of business users. Based on the combination of the metrics and breakdowns required, there may be tens of reports available to any given user. But what if the user’s analysis needs are different or have changed? With QlikView’s conditional enabling feature, business users can create their own personalized analysis on the fly by just clicking on dimension and metrics names. With QlikView, all of the aggregations are done on the user interface on the fly so there is no need to “execute” this new analysis, as would be the case with a traditional query-based tool. As user executes clicks, they see the chart coming to life before their eyes, with their selected dimension(s) and metric(s), in real time with no wait.
- Step 2. Select data values. Once business users create a personalized chart, perhaps the next thing they would like to do is drill down more on this new analysis to look for specific products, time periods, etc. With QlikView’s associative experience, business users can navigate through the analysis, applying filters by just clicking on data values.
- Step 3. Select visualization type. Different types of analysis require different types of visualization. As business users personalize their analysis with conditional enabling in real time, they can also change the visualization type on the fly with QlikView’s fast change capability, available on charts.
- Step 4. Socialize the personalized analysis. Once business users discover new insights on their personalized analysis, they can fire up a real time collaborative session and invite others to immediately interact with the new analysis. Or they can create a bookmark and share the bookmark with others. Bookmarks include the selections the user made and when others open the bookmark, QlikView automatically recreates that personalized analysis on the fly.
With QlikView, personalizing the business analysis and creating your own discovery is just few clicks away. No drapging and dropping, no wait time to execute the new analysis, and no force-fed drill down paths, just Qliks!