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rakeshshah
Partner - Creator
Partner - Creator

Creating dashboard to show compliance

Hi

I am reasonably new to Qlik, and getting waist deep in its awesomeness

I know this will be an extremely broad request, however im trying to just get a starting point.

We are a retailer and the company wants to find out which of the stores are ready for the new software we are looking to deploy. Each of the major assets in the store have a varying level of criteria to be compliant. What I don't know is how to go about building this without developing a 100 nested If statements. Examples are Model A is not compliant, however Model B is as long as it has more than 4GB of memory.

First attempt was on load determine some of the criteria and load a calculated field against each asset if its compliant or not. I was then told that some assets depend on where its deployed (store type), which is stored in another field, which meant that I couldn't do this on load. Example All Servers have to be virtualised if its part of Store type A, B or C, but D and E are fine.

Im now trying to work out the best way to get this done in dashboard view, again with out complicated list of IF statements. Any tips / suggestions / ideas are most welcome!

Thank you

R

1 Solution

Accepted Solutions
rahulpawarb
Specialist III
Specialist III

Hello Rakesh,

As per my understanding, to achieve complex calculation (an alternative to IF) at Front End you can opt for Set Analysis functionality.

Suppose, I have HelpDesk Management Dashboard in place and I want to calculate no. of open cases with High, Medium & Low Priority. I will draft the expressions as below:

//High Priority Cases

Count( {$<Priority={'High'}, Status -={'Closed'} >} Distinct %CaseId )


//Medium Priority Cases

Count( {$<Priority={'Medium'}, Status -={'Closed'} >} Distinct %CaseId )


//Low Priority Cases

Count( {$<Priority={'Low'}, Status -={'Closed'} >} Distinct %CaseId )

You can refer below given links to explore more about Set Analysis.

https://help.qlik.com/en-US/sense/3.2/Content/Videos/Videos-set-analysis-introduction.htm

https://help.qlik.com/en-US/sense/3.2/Content/Videos/Videos-set-analysis-next-steps.htm

https://help.qlik.com/en-US/sense/3.2/Subsystems/Hub/Content/ChartFunctions/SetAnalysis/set-analysis...

Hope this will be helpful.

Regards!

Rahul

View solution in original post

5 Replies
rahulpawarb
Specialist III
Specialist III

Hello Rakesh,

As per my understanding, to achieve complex calculation (an alternative to IF) at Front End you can opt for Set Analysis functionality.

Suppose, I have HelpDesk Management Dashboard in place and I want to calculate no. of open cases with High, Medium & Low Priority. I will draft the expressions as below:

//High Priority Cases

Count( {$<Priority={'High'}, Status -={'Closed'} >} Distinct %CaseId )


//Medium Priority Cases

Count( {$<Priority={'Medium'}, Status -={'Closed'} >} Distinct %CaseId )


//Low Priority Cases

Count( {$<Priority={'Low'}, Status -={'Closed'} >} Distinct %CaseId )

You can refer below given links to explore more about Set Analysis.

https://help.qlik.com/en-US/sense/3.2/Content/Videos/Videos-set-analysis-introduction.htm

https://help.qlik.com/en-US/sense/3.2/Content/Videos/Videos-set-analysis-next-steps.htm

https://help.qlik.com/en-US/sense/3.2/Subsystems/Hub/Content/ChartFunctions/SetAnalysis/set-analysis...

Hope this will be helpful.

Regards!

Rahul

rakeshshah
Partner - Creator
Partner - Creator
Author

Hi Rahul,

Thanks for your reply, I will read the resources you shared and see if this will help. I was reading about Set Analysis today... and then my head hurt!! Second time lucky!!

Thanks again

rahulpawarb
Specialist III
Specialist III

Once you understand the working principles & applications of Set Analysis then I bet that you will say, "There is nothing powerful as Set Analysis".

Regards!

Rahul

rakeshshah
Partner - Creator
Partner - Creator
Author

that has blown my mind!!! thank you so much, the videos explain it so much better than the text i was reading.

One question I have what if I have the following criteria (I will use your help desk example)

SUM All CaseIDs where (Priority = High) OR (Priority = Medium AND Operator = John).

Is this possible?

Thanks again

Rakesh

rahulpawarb
Specialist III
Specialist III

Hello Rakesh,

To get SUM All CaseIDs where (Priority = High) OR (Priority = Medium AND Operator = John) use below given sample expressions:

We will use + Operation (Union). This binary operation returns a set consisting of the records that belong to any of the two set operands.

Count({$<Priority={'High'}> + $<Priority={'Medium'}, Operator={'John'}>} Distinct CaseID)

Orelse we can use Bookmarks in Set Analysis functionality. Bookmark1 has High as Priority in selection; whereas Bookmark2 has Medium as Priority and John as Operator in selection

Count({Bookmark1 + Bookmark2} Distinct CaseID)

Hope this will be helpful.

Regards!

Rahul