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Design

The Design blog is all about product and Qlik solutions, such as scripting, data modeling, visual design, extensions, best practices, and more!

Product Innovation

By reading the Product Innovation blog, you will learn about what's new across all of the products in our growing Qlik product portfolio.

Support Updates

The Support Updates blog delivers important and useful Qlik Support information about end-of-product support, new service releases, and general support topics.

Qlik Academic Program

This blog was created for professors and students using Qlik within academia.

Community News

Hear it from your Community Managers! The Community News blog provides updates about the Qlik Community Platform and other news and important announcements.

Qlik Digest

The Qlik Digest is your essential monthly low-down of the need-to-know product updates, events, and resources from Qlik.

Qlik Learning

The Qlik Learning blog offers information about the latest updates to our courses and programs, as well as insights from the Qlik Learning team.

Subprocessors List

Qlik Subprocessors General Data Protection Regulation (GDPR).

Japan

Qlik Community blogs for our customers and partners in Japan.

Recent Blog Posts

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    Support Updates

    Qlik Automate: Execution tokens will become header parameters on February 1st, 2...

    Hello Qlik Users, As announced previously (see Qlik Automate execution token changes), execution tokens will become header parameters on February 1st, 2026. When triggering a triggered automation through the trigger URL (see the endpoint below), the execution token must be sent as a header parameter. Currently, it is possible to send the execution token as a query parameter. Starting February 1st, 2026, sending execution tokens as header paramete... Show More

    Hello Qlik Users,

    As announced previously (see Qlik Automate execution token changes), execution tokens will become header parameters on February 1st, 2026.

    When triggering a triggered automation through the trigger URL (see the endpoint below), the execution token must be sent as a header parameter. Currently, it is possible to send the execution token as a query parameter. Starting February 1st, 2026, sending execution tokens as header parameters will be enforced.

    api/v1/automations/{id}/actions/execute

     

    Don't hesitate to reach out if you have any questions or address our experts directly in the Qlik Automate forum.

     

    Thank you for choosing Qlik,
    Qlik Support

    Show Less
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    Support Updates

    Upcoming Maintenance for Talend Cloud and Talend Management Console: March, Apri...

    Update March 4th, 2026: added link to How to get Talend Management Console task schedules and pause and resume during a maintenance window using the API articleUpdated April 24th, 2026: added impact on APIs (all down) and additional clarification on why tasks must be stopped and the impact on remote enginesUpdated May 7th, 2026: added additional information on how to address Remote Engine impactUpdated May 12th, 2026: the anticipated impact for t... Show More

    Update March 4th, 2026: added link to How to get Talend Management Console task schedules and pause and resume during a maintenance window using the API article
    Updated April 24th, 2026: added impact on APIs (all down) and additional clarification on why tasks must be stopped and the impact on remote engines
    Updated May 7th, 2026: added additional information on how to address Remote Engine impact
    Updated May 12th, 2026: the anticipated impact for the remaining maintenance window has increased from 30 minutes to 90 minutes

    Talend Cloud and Talend Management Console will undergo scheduled maintenance in MarchApril, and MayThis infrastructure modernization is a key step in unifying the Talend ecosystem with Qlik.

    The alignment paves the way for a more seamless experience across both platforms. Over the coming months, you will gain access to integrated features that bridge data integration and analytics, enabling unified governance and a streamlined management experience across your entire data lifecycle.

    The maintenance windows will occur per region, during off-peak hours, and are expected to have a maximum of 90 minutes of effective downtime. 

     

    What is the expected impact?

    A full outage of Talend Cloud and Talend Management Console for a duration of up to 90 minutes within a preplanned 4-hour window.

    The following applications will not be accessible: 

    • Talend Management Console (TMC)
    • Talend Data Stewardship (TDS)
    • Talend Data Preparation (TDP)
    • Talend Data Inventory (TDC)
    • Talend Pipeline Designer (TPD)
    • Talend API Designer and Tester
    • Talend Studio
    • Talend Cloud Engines

    All APIs for Talend Cloud will not be available during the outage. APIs impacted:

     

    In detail:

    • Cloud engines will not be available, and executions running on Cloud Engines will be terminated.
    • Talend Studio users may be disconnected from their session, and it will not be possible to open a new Talend Studio session except in local mode.
    • Executions that are already in progress during the outage will terminate correctly except on cloud engines, but all tasks or plans scheduled to start during those periods will be skipped.
    • Skipped executions will not be tagged as failed, since they were never started. For this reason, check the execution status of your tasks and plans to ensure that all important ones are not skipped, or start them manually if necessary. See What do I need to do to prepare? further down in this blog post.
    • Static IP addresses for Cloud Engines corresponding to Disaster Recovery regions will change during maintenance. See What follow-up actions are required? further down in this blog post.

     

    What do I need to do to prepare?

     

    What follow-up actions are required?

    • After the maintenance window, check and monitor the execution status of tasks and plans, as well as the status of your Remote Engines.
      In some instances, Remote Engines might require a restart if marked as unavailable in the Talend Management Console or if tasks cannot be executed as expected.

      If restarting the Remote Engine does not resolve the complication, follow the pairing instructions in Pairing Remote Engines using a dedicated web service to reset the key and re-pair the Remote Engine.

      If your Remote Engine Gen2 is unavailable or cannot execute tasks, then:

      1. Upgrade your Remote Engine Gen2 to the latest 2026-04 release: Updating the Remote Engine Gen2 when installed using the execution script)
      2. And re-establish the pairing: Re-establish the pairing of Remote Engine Gen2

    • If you use a predefined static IP on Cloud Engine, you will need to allow the new Disaster Recovery Region's IP addresses, which will have changed at this point. While this does not immediately affect production, it will impact any potential Disaster Recovery process.

      After the maintenance window, check your static IPs (Disaster Recovery) as documented in Using predefined static IP addresses for execution containers and update your firewalls accordingly.

      No change is required for the active region's IP addresses. They will be migrated and will work as of today, ensuring no production interruption.

     

    When will the maintenance take place?

    Each region will undergo maintenance for 4 hours during off-peak hours, with a maximum of 90 minutes of effective downtime.

     

    Region Maintenance Start Maintenance End
    Talend Cloud - AWS - Asia Pacific (Sydney)

    au.cloud.talend.com


    Wednesday 25 March 2026
     
    22:00 AEDT (Sydney)

    UTC: 25/03/26 - 11:00


    Thursday 26 March 2026
     
    02:00 AEDT (Sydney)

    UTC: 25/03/26 - 15:00

    Talend Cloud - AWS - Asia Pacific (Tokyo)

    ap.cloud.talend.com


    Monday 20 April
    2026 
    22:00 JST (Tokyo)

    UTC: 20/04/26 - 13:00


    Tuesday 21 April
    2026 
    02:00 JST (Tokyo)

    UTC: 20/04/26 - 17:00

    Talend Cloud - AWS - US East (N. Virginia)

    us.cloud.talend.com


    Monday 27 April 2026
     
    02:00 EDT

    UTC: 27/04/26 - 6:00


    Monday 27 April
    2026 
    06:00 EDT

    UTC: 27/04/26 - 10:00

    Talend Cloud - AWS - Europe (Frankfurt)

    eu.cloud.talend.com


    Tuesday 26 May
    2026 
    21:00 CEST

    UTC: 26/05/26 - 19:00


    Wednesday 27 May
    2026 
    01:00 CEST

    UTC: 26/05/26 - 23:00

    To identify which region your tenant is affected by, cross-reference Accessing Talend Cloud applications.

    To track further updates during the scheduled Qlik Cloud Maintenance, please visit our Qlik Cloud Status page. This blog post will be updated with additional information where necessary. 

     

    Thank you for choosing Qlik,
    Qlik Support

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    Japan

    【BookLive / Gakken / 日清食品のユーザー事例講演が決定!】AI Reality Tour Tokyo 2026

    6/10 (水)開催 AI Reality Tour Tokyo 2026BookLive / Gakken / 日清食品のユーザー事例講演が決定! 来たる 6/10(水)、「AI Reality Tour Tokyo 2026」を開催いたします。 本イベントでは、Qlik のエキスパートによる基調講演、Qlik ユーザーの先進的な事例、Qlik 技術部門による最新の製品情報、Qlik のパートナー企業による最新のソリューションや展示ブースなど、AI がもたらす価値と現実とのギャップを解消し、AI を実現・加速・適応する最先端のソリューションをご紹介します。 詳しい講演概要・お申し込みはこちら  Qlik の AI ビジョンと戦略 - 企業全体の AI 活用を成功に導く実践的な手法  最新のエージェンティック - 今すぐ活用できる最新のイノベーションが切り拓く新たな可能性  先進的な顧客事例 - Qlik を活用してビジネス変革を実現している企業の事例  新たなつながり - 新たな知見... Show More

    6/10 (水)開催 AI Reality Tour Tokyo 2026

    BookLive / Gakken / 日清食品のユーザー事例講演が決定!

    来たる 6/10(水)、「AI Reality Tour Tokyo 2026」を開催いたします。

    本イベントでは、Qlik のエキスパートによる基調講演、Qlik ユーザーの先進的な事例、Qlik 技術部門による最新の製品情報、Qlik のパートナー企業による最新のソリューションや展示ブースなど、AI がもたらす価値と現実とのギャップを解消し、AI を実現・加速・適応する最先端のソリューションをご紹介します。

    詳しい講演概要・お申し込みはこちら

    •  Qlik の AI ビジョンと戦略 - 企業全体の AI 活用を成功に導く実践的な手法
    •  最新のエージェンティック - 今すぐ活用できる最新のイノベーションが切り拓く新たな可能性
    •  先進的な顧客事例 - Qlik を活用してビジネス変革を実現している企業の事例
    •  新たなつながり - 新たな知見をもたらす Qlik のエキスパートや同業他社との交流

    AIRT2026_Blog_v2.jpg

    お申し込みの締め切りは、6月 2日(火)17:00 までです。お早めにお申し込みください。

    【開催概要】

    日時:
    2026年 6月 10日(水)13:00 - 18:30(受付開始 12:00)
                                                     懇親会 18:30 - 19:30
    会場:
    有明セントラルタワーホール&カンファレンス
              東京都江東区有明3-7-18 有明セントラルタワー3F・4F

    参加費:無料
    お問い合わせMarketingjp@qlik.com までお問い合わせください。

    今すぐ申し込む

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    Explore Qlik Gallery

    Decomposition Tree with AI Splits

    Decomposition Tree with AI Splits AnyChart Users drill into any metric across any dimensions, in any order — and find what drives the numbers. All on a single sheet, all on their own. With AI Splits revealing the key impacts automatically. Discoveries Well-known from Power BI, decomposition trees aren't available in Qlik natively. This extension fills that gap — letting users drill down across multiple dimensions in any order, with AI... Show More

    🔗 >> EXPLORE THIS APP LIVE OR DOWNLOAD .QVF <<

    🔗 >> SEE MORE DEMO APPS <<

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    Qlik Academic Program

    New Centers of Excellence in India

    This year, in April, we inaugurated two new Centers of Excellence ( CoE) under the Qlik Academic Program, in the Silicon Valley of India, i.e Bangalore. The new CoEs mark a new beginning for training and skilling students in Qlik technologies along with other activities like datathons. Reva University is one of the leading Universities in the State of Karnataka and is ranked among the top universities in the region. The School of Computer Science... Show More

    This year, in April, we inaugurated two new Centers of Excellence ( CoE) under the Qlik Academic Program, in the Silicon Valley of India, i.e Bangalore. The new CoEs mark a new beginning for training and skilling students in Qlik technologies along with other activities like datathons.

    Reva University is one of the leading Universities in the State of Karnataka and is ranked among the top universities in the region. The School of Computer Science and Engineering took the lead in this initiative and has established the CoE. Strategic Partner of the Qlik Academic Program, ICT Academy established the connection with Reva and ensured that arrangements were made as per the requirements of the CoE. 

    reva pic.JPG

     

    The second CoE was established in Sai Vidya Institute of Technology ( SVIT) which is a well known institution for engineering students. Many students have earned their degree qualification from here. The Department of Computer Science Engineering have been coordinating to establish the CoE. Many initiatives are planned by SVIT to take this engagement ahead. 

    pic1.jpg

     

    The previous CoEs are functioning successfully in VJIT Hyderabad, Anurag University Hyderabad and Kristu Jayanti University Bangalore. Many students have got trained and qualified from the CoEs here. Along with this, they have hosted various events including datathons successfully. 

    We hope to establish more CoEs this year and create a physical space for students to get trained under the Qlik Academic Program.

    To learn more about the academic program, please visit: qlik.com/academicprogram 

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    Product Innovation

    May the Data Flow: Qlik Replicate's May 2026 Technical Preview is Live

    It's May — and just like a certain galaxy far, far away, things are heating up. The Qlik Replicate May 2026 Technical Preview has landed, and it's ready for you to put through its paces.
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    Support Updates

    Qlik Talend Administration Center - Security Patches Available

    The following two Qlik Talend Administration Center security issues have been identified and subsequently resolved. Patches are already available.   URL access control vulnerability (CVE-2026-pending) A broken access control issue has been identified in Qlik Talend Administration Center, which allows a user with View permission to modify the Qlik Talend Studio update URL. Affected Software  All versions of Qlik Talend Administration Center befor... Show More

    The following two Qlik Talend Administration Center security issues have been identified and subsequently resolved. Patches are already available.

     

    URL access control vulnerability (CVE-2026-pending)

    A broken access control issue has been identified in Qlik Talend Administration Center, which allows a user with View permission to modify the Qlik Talend Studio update URL.

    Affected Software 

    • All versions of Qlik Talend Administration Center before Patch_20251121_QTAC-1471_R2025-11_v1-8.0.1.

    See Security fix for Qlik Talend Administration Center URL access control vulnerability (CVE-2026-pending) for details. 

     

    Cross-site scripting vulnerability (CVE-2026-pending)

    A stored cross-site scripting security issue in the Qlik Talend Administration Center has been identified.

    Affected Software

    • All versions of Qlik Talend Administration Center before Patch_20260123_QTAC-1883 (cumulative patch)_R2026-01_v1-8.0.1 are affected.

    See Security fix for Qlik Talend Administration Center cross-site scripting vulnerability (CVE-2026-pending) for details.

     

    Recommendation

    Upgrade at the earliest. The following table lists the patch versions addressing the vulnerabilities.

    Always update to the latest version. Before you upgrade, check if a more recent release is available.
     Product Patch Release Date
    Qlik Talend Administration Center 
    URL access control vulnerability
    QTAC-1471 November 21, 2025
    Qlik Talend Administration Center 
    cross-site scripting vulnerability
    QTAC-1883 January 23, 2026

     

    Thank you for choosing Qlik,
    Qlik Support

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    Support Updates

    Qlik Automate: Automation ownership changes for Analytics Admins May 2026

    Qlik introduced a change in how automation permissions are handled for the Analytics Admin role. When was the change introduced? The change is already live as of the 11th of May, 2026.   What does that mean for me? Analytics Admins can now claim ownership of another user's automation. After claiming ownership, they can make necessary changes to it and enable the automation. However, they can no longer transfer ownership to another user.   How do ... Show More

    Qlik introduced a change in how automation permissions are handled for the Analytics Admin role.

    When was the change introduced?

    The change is already live as of the 11th of May, 2026.

     

    What does that mean for me?

    Analytics Admins can now claim ownership of another user's automation. After claiming ownership, they can make necessary changes to it and enable the automation. However, they can no longer transfer ownership to another user.

     

    How do I claim ownership of an automation?

    As an Analytics admin, to claim ownership of an automation:

    1. Navigate to the Automations section in the Administration Console
    2. Locate the automation you want to claim ownership of, and click the Actions menu (...)
    3. Choose Claim ownership

      claim ownership.png

     

    This behavior change only applies to Analytics Admins. Tenant admins can still transfer ownership to any user with the appropriate access rights in the tenant.

     

    If you have any questions, we're happy to assist. Reply to this blog post or take your queries to our Support Chat.

     

    Thank you for choosing Qlik,
    Qlik Support

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  • qlik-community-blogs.jpg

    Explore Qlik Gallery

    Predicting London ULEZ effects on emissions.

    Predicting London ULEZ effects on emissions.C40 CitiesUse historic emissions data and the expansion of Londo's Ultra Low Emissions Zone program to predict its effects on air quality in each of London's boroughs.DiscoveriesWe have been able to corroborate the model's accuracy using real data from the first ULEZ expansion, so we are confident it will predict the second expansion effects effectively.ImpactThis app and the ML experiment behind it has... Show More
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    Product Innovation

    From Raw Data to AI-Ready: Accelerating GenAI and Agentic Initiatives with Qlik ...

    Most enterprise AI projects don’t fail because the model is wrong. They fail because the data isn’t ready. Data engineering leaders are now being asked to support a new wave of generative and agentic workloads that demand fresher data, broader source coverage, tighter governance, and richer context than traditional BI ever required — and to deliver it without growing the team. Qlik Talend Cloud Data Integration was built to close that gap. It pro... Show More

    Most enterprise AI projects don’t fail because the model is wrong. They fail because the data isn’t ready. Data engineering leaders are now being asked to support a new wave of generative and agentic workloads that demand fresher data, broader source coverage, tighter governance, and richer context than traditional BI ever required — and to deliver it without growing the team.

    Qlik Talend Cloud Data Integration was built to close that gap. It provides a single, governed pipeline from operational sources to an open lakehouse — and on to the vector indexes, feature stores, and APIs that your AI systems actually consume. Combined with Qlik Open Lakehouse on Apache Iceberg, it turns your AI inputs into reusable AI data products: named, versioned, governed assets that any RAG application or agent can consume off the shelf.

    This post walks through the reference architecture, the pipeline that produces those data products, and a worked example that takes raw CRM and product data all the way to a working RAG copilot and an agentic workflow — both running off the same Iceberg foundation.

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    Product Innovation

    Unlocking Qlik Open Lakehouse Access from Talend Studio

    Talend Studio now connects natively to Qlik Open Lakehouse — query Iceberg-managed data directly from your existing Standard and Big Data jobs, with no manual JDBC configuration required. Learn how this integration works and what it means for your data workflows.
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    Support Updates

    Watch! Q&A with Qlik: Qlik Cloud Migration

    Don't miss our latest Q&A with Qlik! Pull up a chair and chat with our panel of experts to help you get the most out of your Qlik experience.   WATCH HERE    
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    Japan

    SAP S/4HANA 移行の「壁」を突破する!テストデータ管理を劇的に変える!

    2027年の「SAP 2027年問題」のタイムリミットが迫る中、多くの企業が S/4HANA への移行プロジェクトを進めています。しかし、移行の現場で深刻なボトルネックとなっているのが「テスト環境の構築」と「データの肥大化」です。
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    Design

    The New Write Table

    The write table was introduced to Qlik Cloud Analytics last month so in this blog post, I will review how it works and how it can be added to an app. The write table looks like the straight table but editable columns can be added to it to update or add data. The updated/added data is visible by other users of the app provided they have the correct permissions. Read more on write table permissions here. Something else to note, if using a touch scr... Show More

    The write table was introduced to Qlik Cloud Analytics last month so in this blog post, I will review how it works and how it can be added to an app. The write table looks like the straight table but editable columns can be added to it to update or add data. The updated/added data is visible by other users of the app provided they have the correct permissions. Read more on write table permissions here. Something else to note, if using a touch screen device, is you will have to disable touch screen mode for the write table to work. Looking at the write table for the first time, I found it intuitive and easy to use. Let’s create a write table with some editable columns to see how easy it is.

    The write table object can be added to a sheet like any other visualization. Once it is added, columns can be added the same way dimensions and measures are added to a straight table. Below is a small write table with course information including the course ID, course name, instructor and location.

    write table.png

    To add an editable column from the properties panel, click on the plus sign (+) and select Editable column.

    editable.png

     

     

     

     

     

     

     

    The new editable column will be added. In the properties for the column, the title for the column can be modified and from the show content drop down, manual user input or single selection can be selected. Manual user input will create a free form column that the user can type into. The single selection option will allow me to create a drop-down list of options that the user can choose from.

    single selection.png

    I will change the title to Course Level and for show content I will select single selection and add three list items by typing the list item and then clicking on the plus sign to add it to the list. The list items will be displayed in the drop-down in the order they are added but can be rearranged by hovering over the list-item and dragging it to the desired position. List-items can also be deleted by hovering over it and clicking the delete icon that appears to the left.

    list items.png

    When you come out of edit mode, the message below will appear for the editable column prompting you to define a set of primary keys.

    define.png

    Once you click Define, you will see the pop-up below where you can select the column(s) that will be used for the unique primary key. This is necessary to save and map the data entered in the editable column to the data model. I will select the CourseID column as the primary key.

    message.png

     Once this is done, I will see the Course Level column with the drop-down of list-items I added.

    dropdown.png

    Let’s add one more editable column that takes manual user unput and name it Notes.

    notes.png

    As I add data or update the editable columns, the cells will be flagged orange to indicate that my edits have not been saved. Once I save the table, they will be flagged green and any new values entered are visible to other users. A cell will be blue if another user is currently making changes to the row, thus locking it. Changes are saved for 90 days in a change store (temporary storage location) provided by Qlik. After 90 days, the data will be deleted. It is also important to note that if an editable column is deleted, the data will be lost. This is also the case if the primary key used for the editable column is removed.

    save.png

    It is possible to retrieve the changes from a change store via the change-stores API or an automation. Using the REST connection and the change-store API, the changes made in a write table can be retrieved and stored in a QVD (if needed for more than 90 days) or added to the data model for use in other analytics. Qlik Automate can also be used to retrieve data from the change-store using the List Current Changes From Change Store block or the List Change Store History block. From there the data can be stored permanently in an external system for later use or used in the automation for another process. Qlik Help offers steps for retrieving data from a change-store.

    The write table can make it easy for users to add updates, feedback and important information that may not be available in the data model. Not only can this be done quickly, but it can be immediately visible to other colleagues. Learn more about the write table in the Product Innovation blog along with links to videos and write table FAQs.

    Thanks,

    Jennell

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    Design

    Do More with Qlik

    Today I want to introduce you to a gem that you may be missing out on.  It is the Do More with Qlik community forum lead by @Michael_Tarallo . This forum is made up of concise videos that cover everything from Qlik capabilities to innovative ways to solve business challenges. It is for users of all levels, beginners to seasoned Qlik users, with a wide range of topics. Check out this introductory video to learn more and bookmark the forum.  You do... Show More

    Today I want to introduce you to a gem that you may be missing out on.  It is the Do More with Qlik community forum lead by @Michael_Tarallo . This forum is made up of concise videos that cover everything from Qlik capabilities to innovative ways to solve business challenges. It is for users of all levels, beginners to seasoned Qlik users, with a wide range of topics. Check out this introductory video to learn more and bookmark the forum.  You do not want to miss out on this!

    Thanks,

    Jennell

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    Qlik Academic Program

    Beyond Dashboards: Preparing Students for the Future of AI-Powered Analytics

    For many years, data analytics education focused primarily on building dashboards and visualizing historical data. While these skills remain important, the analytics landscape is rapidly evolving. Today, organizations are looking for graduates who can do far more than create charts and reports. They need students who can work with AI-powered analytics, understand predictive thinking, and interact with data in more intelligent and conversational w... Show More

    For many years, data analytics education focused primarily on building dashboards and visualizing historical data. While these skills remain important, the analytics landscape is rapidly evolving. Today, organizations are looking for graduates who can do far more than create charts and reports. They need students who can work with AI-powered analytics, understand predictive thinking, and interact with data in more intelligent and conversational ways.

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    Support Updates

    Upcoming removal of GET method for /api/v1/apps in Qlik Cloud Analytics, May 202...

    Update, 6th of May 2026: This is now deployed in all regions.   Previously, the /api/v1/apps endpoint could be used to list all apps on a tenant. This method has always been unsupported and undocumented, and will be removed in the first week of May 2026.   How will this affect me? If you are currently using /api/v1/apps, switch to GET with /api/v1/items instead. This can be further filtered by choosing a resource type (such as /items?noActions=tr... Show More
    Update, 6th of May 2026: This is now deployed in all regions.

     

    Previously, the /api/v1/apps endpoint could be used to list all apps on a tenant. This method has always been unsupported and undocumented, and will be removed in the first week of May 2026.

     

    How will this affect me?

    If you are currently using /api/v1/apps, switch to GET with /api/v1/items instead.

    This can be further filtered by choosing a resource type (such as /items?noActions=true&resourceType=app, /items?noActions=true&resourceType=script, or similar).

    What about similar requests?

    • GET with /api/v1/apps/APPID for a specific app will keep on working
    • POST with /api/v1/apps will also keep on working

     

    For more information, see:

     

    If you have any questions, we're happy to assist. Reply to this blog post or take your queries to our Support Chat.

     

    Thank you for choosing Qlik,
    Qlik Support

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    Design

    Finance Report with Waterfall Chart

    Several years ago, I wrote a blog post on how to create a profit and loss statement in QlikView. @Patric_Nordstrom has built upon this method and built a financial statement in Qlik Analytics with a straight table and waterfall chart using inline SVG. In this blog post, I will review how he did it. Here is an example of the financial statement structure.                       There are plain rows, such as gross sales and sales return where the a... Show More

    Several years ago, I wrote a blog post on how to create a profit and loss statement in QlikView. @Patric_Nordstrom has built upon this method and built a financial statement in Qlik Analytics with a straight table and waterfall chart using inline SVG. In this blog post, I will review how he did it.

    Here is an example of the financial statement structure.

    structure.png

     

     

     

     

     

     

     

     

     

     

     

    There are plain rows, such as gross sales and sales return where the amount is the sum of the transactions made against the accounts. There are subtotals such as net sales and gross margin which are a sum of the previous plain rows. And there are also partial sums such as total cost of sales that is a sum of a subset of the previous plain rows, but not all the previous plain rows.

    Patric identified two functions, RangeSum() and Above() that are suitable for calculating the subtotal and partial sums in a table. The RangeSum function sums a range of values, and the Above function evaluates an expression at a row above the current row within a column segment in a table. The above function can be used with 2 optional parameters – offset and count to further identify the rows to be used in the expression.

    The layout table below is used as a template for the financial statement.

    excel3.png

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    • The RowStyle column is used for styling the rows making text bold or underlining it. Currently, we cannot use tab or blank tags but hopefully in the future this will become available in the straight table.
    • The RowTitle is the account category that is to be used in the financial statement.
    • RowType is used to as input to calculate the offset and count for the above function.
    • AC is the actual amount.

    The AC column is included here in the layout file for demo purposes but could be calculated from the accounts and transactions in the data model as well.

    In the script, the layout table was loaded, and additional fields were created to support the waterfall chart, specifically offset and count fields to be used with the above function.

    script2.png

     

    Here is a view of the layout table with the new fields that were created in the script.

    complete layout table.png

     

    After the layout table is loaded and the new fields are created, some master measures can be created to be used in the inline SVG expression. Here are the 3 master measures Patric created:

    mBar is the bar length with an offset that is always 0.

    mBar.png

     


    mStart is the starting position of the bar in the waterfall chart and for subtotals, this is always 0.

    mStart.png

     


    mMax is the max bar length which is used to scale the bars in the waterfall chart.

    mMax.png

     

    Now the straight table can be created. The RowNr field is added for sorting purposes. The RowTitle field and the AC fields are added to show the account groupings in the financial statement along with their value. The below inline SVG expression for the waterfall chart is the last column added to the straight table. It is made up of 3 parts:

    1. A plain line with an offset
    2. A thin gray line where x=0
    3. A label

    inline svg.png

     

    • The if statement on line 1 will determine if a bar is displayed. Bars will only be visible if the RowStyle is not blank.
    • Line 2 has the viewBox settings and sets the 0 for the x-axis.
    • On line 3 is the light gray line where x=0 and it is displayed on all non-blank rows of the financial statement.
    • Lines 4 and 5 in the yellow box is the plain line with the offset, scaled using the mMax measure to control the length of the line.
    • Line 6 handles the bar color, light green for positive values and red for negative values.
    • On line 7, the if statement is used to set the stroke width of the bar. A thin line is used if the RowType is retrosum and a wider line is used for all other bars.
    • In the red box, on lines 10 through 13, the label text is set and placed either to the left or right of the bar depending on the value. Positive values are placed to the right of the bar and negative values are placed to the left of the bar.

    The result of the financial statement looks like this:

    final.png

     

    To add the text styling (bold and underline) from the layout table, the RowStyle field was added to the text style expression in the RowTitle and AC columns.

    rowstyle.png

     

     

    Indentation is added by using the repeat function in the RowTitle column. It will repeat a non-breaking space 6 times if there is a tab tag in the RowStyle field. Otherwise, no indentation is done.

    indent.png

     

    If the RowStyle is not blank, a bar is displayed for the waterfall chart and the sum value for the actual amount (or mBar) in this case is displayed.

    blank.png

     

    The chart column representation is set to Image in the properties of the straight table.

    image.png

     

     

    While this method looks complex, it is a simple and clean solution for adding a waterfall chart to a financial statement using straight table features and inline SVG. Using the layout table and inline SVG provides room for customization so that the financial report meets the needs and requirements of the user or customer.

    Thanks,

    Jennell

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