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Wizards
Contributor II

Document a project with template

When there is a handover of a Qlik sense project from one developer to the next it is highly recommended to add some documentation about the project. 

I would like to ask if there exist an online application/ platform or a possibility to create a template  for documentations of projects.

Thanks in advance 

3 Replies
Tanalex
Creator II

While not exhaustive, we started with this template.

 

 

ArnadoSandoval
Specialist II

Hi @Wizards 

This question had been asked several times in the past and there are several topics in the Qlik Community with attachments, some of them with nice ideas, basically, most of these documents focus on documenting individual QVF (or QVW) applications files, with different levels of granularity, I did not see any topic talking about the TOP Level design of the solution, with its components and source databases; I will split project documentation in two areas:

  1. Project's Spec document, a top level document describing all the objects required to produce the QlikSense applications; this document does not focus on each individual QlikSense object.
  2. Qlik Application - QVF documentation:

I found these topics, with interesting attachments:

I still like the Governance Material attachment!

My preferences:

It is nice to have a Project's Spec Document, explaining the scope of the solution, this document does deal at a higher level of Qlik's objects, let's say, it is good to deploy any solution with any BI tool in the market.

Developers do not like extra work by filling forms tracking applications properties (like the Excel file in the Governance Material above), a document that add complication to their work-flow because they represent extra documenting steps manually maintained; I prefer to embed  it into the application itself, within the script file.

I particularly like the way Qlik Document some of their applications, with an About sheet, or About information per sheet, or the Application Description field;  like the ones below:

If possible implement some repository software, like GitHub, it will be benefitial in the long run.

I particularly implement a Change Log sheet as the last sheet on each the application, tracking any change done to the individual application, e.g. QVF. I found it easier to maintain by developers and end-users.

You also have Qlik's own metadata always present in their QVDs, you can generate real-time documentation of any application, as long as you implement a QVDs metadata extractor.

About-01.png

About-02.png

About-03.png

Hope this helps,

Arnaldo Sandoval
A journey of a thousand miles begins with a single step.
Tanalex
Creator II

Very nice @ArnadoSandoval !  Thank you for sharing this information.