A new file management system has been added to Qlik Cloud allowing users to create folders and subfolders for their data files. This hierarchical folder structure is available in your personal space, as well as shared, managed and data spaces. Now, I can add folders to a data space in my tenant and use folders to organize my files. This is extremely helpful when I have a project that has a lot of data files. There are two ways to add folders to a space. The first is through Space details as seen in the image below. After clicking on Space details, select Details. Then select Data files. From the screenshot below, I can use the icons at the top or click on the eclipse at the end of a folder row to: Upload files to a folder Add a folder Copy a folder Cut and paste a folder Delete a folder I can also use the icons and menu options to cut, copy and paste files and/or folders to somewhere else within the space or to another space. More than one file can be cut/copy/pasted by selecting the entire folder or by holding ctrl and selecting each file. The second way to add a folder to a space is via Administration > Content. Let’s add one more folder to the CAJ space to see how it is done. To add a 2023 folder to the CAJ space, I will click on the Add folder icon and enter the name of the new folder. Be sure to confirm the path is correct. If not, select the correct path from the Path dropdown. Then click the Create button. Once the folder is added, I can click on the eclipse for the 2023 folder and select Upload file to folder to upload files to this folder. If I used the Upload icon at the top, I would have to change the path to the 2023 folder before uploading my files. This enhancement also lets me create subfolders as seen in the image below. I have a Population folder in the Census folder. Now, let’s look at how we can load the data files in a Qlik Sense app using the folder structure. From the script editor in Qlik Sense, I can select the CAJ space and then click the Select data icon. I can see the folder structure I have set up and I can drill down into the folders to select the file I want to load. Notice that the file path in the script matches the hierarchical file structure I set up. This file structure can also be used when storing QVDs or inserting a QVS file. I love this new feature in Qlik Cloud. Sometimes I have the need to organize my files by their source or in the example I shared in this blog by the year of the project. This allows me to organize my data in a way that makes sense for development. To learn more about this enhanced file management feature, check out Qlik Help. Thanks, Jennell ...View More

In this blog we take an in-depth look at the first section of the new UI: Insights. 

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In this blog post, I will revisit a topic that I blogged about over a decade ago, the use of a silent legend. By default, a legend is created in a visualization when there are multiple dimensions and/or measures. The legend helps the user understand the visualization. Legends are helpful and without them, users may not comprehend the data in a visualization. But what do you do if have many visualizations on a sheet? Do you need a legend for each chart? Let’s look at the various ways a legend can be used and how a silent legend can reduce the clutter and give a sheet a cleaner look. In the screen shot below, there are four visualizations at the bottom of the sheet with legends. In this app, the legends are all the same because the visualizations are using the same asset class dimension. In this example, the legend does not need to be displayed for each visualization because it is redundant. Let’s see how this sheet will look if only one of the legends are kept on the sheet. A legend can easily be removed by toggling off Show Legend in the properties of the chart. Here is what the sheet looks like with just one legend. The sheet looks better with one legend versus four legends. This use of one legend for four charts, has decluttered the sheet and reduced repetitiveness. If a developer wants a legend to be displayed without expanding the chart, they need to ensure the visualization is large enough. Without the legends in the three stacked bar charts, less space is needed for the charts, thus they can be made smaller, if desired, to take up less space on the sheet. Since all the visualizations at the bottom of the sheet are using the same legend, the legend was placed with the first visualization, assuming a user is reading top to bottom, left to right. Now, the beauty of a silent legend is that all visualization legends can be removed from a sheet. In the screenshot below, the four headings at the top of the sheet are colored based on the asset class they represent. So, Equity is green, Fixed Income is dark blue and so on. This is an example of silent legend. The legend is implied by the asset class headings. This option looks even better and cleaner than the sheet with one legend. The use of a silent legend is possible in this app because there are only four values for asset class. I have seen this work nicely with up to six values. Anything more may become too cumbersome and may require a legend to be used. Also, if the four visualizations at the bottom of the sheet used different dimensions, then multiple legends should be used. Legends are important and they should not be removed to add space if the chart is unreadable without it. What good is a pretty chart if you do not understand it. Thanks,Jennell ...View More

If you’ve came across the initial Qlik Cloud Wordpress plugin on the Qlik Community Design blog and gave it a try, you probably have run into some issues with it. Today, I’m going to share a new updated version of the Qlik Cloud WordPress plugin that brings a more efficient way to embed Qlik Cloud analytics into your WordPress websites. In this post, I'll walk you through the steps to install, configure, and use the new version of the plugin to bring your Qlik Cloud visualizations directly into your WP pages and posts. Why the Update? The previous version of our plugin relied on JWT tokens for auth, iframes (single integration API) and nebula.js for embedding, which worked but had limitations such as third-party cookies. Qlik Embed is the new embedding library and adopts better auth flows. In this version, I'm using OAuth impersonation to generate access token on the backend without need for users to interact with a login page. Installation Steps 1. Install the Plugin Log in to your WordPress Admin Dashboard. Navigate to Plugins on the left sidebar. Click on "Add New" at the top of the page. Upload the zipped file (download it from GitHub here) Locate the plugin and click "Install Now". After installation, click "Activate". Note: If you have the previous version installed, deactivate and delete it before installing the new one to avoid conflicts. Configuring Qlik Cloud Wordpress Plugin Before using the plugin, you'll need to set up OAuth impersonation in your Qlik Cloud tenant. Create an OAuth Client Log in to your Qlik Cloud tenant as an administrator. Navigate to Management Console > Integrations > OAuth. Click on "Create new" and fill in the required details: Name: Give a recognizable name like "WordPress Integration". Allowed Origins: Add your WordPress site's URL. Select the right scopes to grant to the client from the Scopes list. Check “Allow Machine-to-Machine (M2M)” and “Allow M2M user impersonation” Change the consent method to Trusted Save the client credentials (Client ID and Client Secret) to be used in WordPress Config. Docs here: https://qlik.dev/authenticate/oauth/create/create-oauth-client-m2m-impersonation/ Make sure to read through the Guiding Principles of OAuth Impersonation:https://qlik.dev/authenticate/oauth/guiding-principles-oauth-impersonation P.S: this method will create a number of anonymous users on your tenant and you need to implement a way to remove these users periodically (using a Qlik Application Automation / users API) Configuring the Plugin In your WordPress dashboard, go to Settings > Qlik Cloud Embed. Fill in the required fields: Host: e.g., https://your-tenant.region.qlikcloud.com. Client ID: From the OAuth client you created. Client Secret: From the OAuth client. Click "Save Changes". Using the Plugin Embedding Sheets and Visualizations With the plugin configured, you can now embed Qlik Cloud content using Shortcodes. 1. Embed an Entire Sheet/App Use the [qlik-embed-app] shortcode: [qlik-embed-app appid="1234-c56a-4062-ac50-377bba443e85" sheetid="12345-698f-449f-9a17-dca17eeadb71"] Parameters: appid: App ID sheetid: Sheet ID 2. Embed Individual Visualizations/Objects Use the [qlik-embed-object] shortcode: [qlik-embed-object appid="1234-64317-8432" objectid="1234-5553-326432"] Parameters: appid: App ID objectid: Object ID 3. Embed Selections bar Use the [qlik-embed-selections] shortcode: [qlik-embed-selections appid="1234-c56a-4062-ac50-377bba443e85"] Parameters: appid: App ID Tip: Finding IDs in Qlik Cloud Open your app in Qlik Cloud. Navigate to the sheet or object you want to embed. In the URL, find the sheet ID Sheet ID comes after /sheet/ For object, right click on the chart, click on Embed, and look for objectid under the chart preview. You can download the plugin here:https://github.com/qlik-demo-team/wp-qlik-saas-plugin P.S: this plugin is maintained by myself. If you find any bugs or issues, please report them to me or create an issue on Github and I'll do my best to resolve them quickly. Thank you! ...View More

A look into some of the new features of Qlik Cloud's new UI.

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Let’s take a look at how Qlik’s new generative-AI powered knowledge assistant, Qlik Answers, is helping our own salesforce better serve customers. 

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The new straight table, found in the Qlik Visualization bundle, has two new enhancements in Qlik Cloud. The first is expression-based text styling and the second is measure modifiers. Let’s look at how these new enhancements can be used. With the first enhancement, columns in a straight table can be styled based on an expression. This is done in the properties of a column in the Text styleexpression. There are four styles that can be applied in the expression. They are: Bold: <b> or <B> Italics: <i> or <I> Underlined: <u> or <U> Strikethrough: <s> or <S> In the expression, the style can be in written in uppercase or lowercase letters and it should be enclosed in single quotes. Here is an example of an expression that can be used to bold the text in the Customer column if the Customer is Boombastic. The results in the table look like this: To bold all the text in the Customer column, '<b>' can be used in text style expression without the if statement. In the example below, the text in the Discount column and the Product Name column is strikethrough if the discount is equal to 0. The same expression below is used in both columns to format the text. Text styles can also be combined in an expression. In the example below, the text is bold, italicized and underlined if the Sales value is greater than $1,000. Notice that all the style codes are included in the single quotes. Multiple styles can be used in the same expression based on different criteria as well. For example, Sales values can be bold if over $1,000 and strikethrough if under $100. While text styles can be combined, use with care and use the text styles to highlight something in the data, not clutter it. The second enhancement of the new straight table are measure modifiers. Modifiers are not new to Qlik Sense, but they are new to the straight table. In the properties of a measure, there is an option to add a modifier. The four modifier options are: accumulation, moving average, difference and relative numbers (see image below). When a modifier is selected, other modifier settings will be made available for developers to edit as needed. Let’s look at each modifier briefly. The accumulation modifier will accumulate the measure value over dimension(s). In the table below, the Sales – Accumulation value will accumulate over the Year Month dimension. The moving average modifier will average the measure value over a specified period. In the properties below, the moving average modifier is set to full. Also notice the output expression which shows the expression used for the modified measure – this is available for all modifier options. With these settings, the results off the modifier will look like the table below. With every row, the Sales value is included to calculate the new moving average. The difference modifier will display the difference between the measure value as seen in the table below. In this case, the difference between the previous row and current row values. The relative numbers modifier will display relative percentages that can change based on the properties selected. In the example below, the year 2023 is selected. If the selection scope is set to current selections, then the resulting table will show the percentages for 2023 only. If the selection is disregarded, then the percentages ignore the 2023 selection and show percentages across all the month year timeframes. Below in the resulting table, the percentages are a lot lower since they are across a larger dataset. To learn more about these enhancements, check out Qlik help using the links below. Straight table Modifiers Thanks, Jennell ...View More

In previous blog posts (1, 2, 3), we explored different topics around Qlik's embedding library, qlik-embed, and how to integrate it seamlessly with OAuth for authentication. Today, we'll delve into the latest updates and new features, including embedding Qlik Answers, go over UI capabilities, and advanced configuration options. Recap: What is qlik-embed? qlik-embed is a versatile library designed to facilitate the embedding of Qlik Sense analytics into web applications. By using web components, it allows developers to easily integrate Qlik's powerful analytics capabilities without dealing with the complexities of traditional embedding methods. The library supports various authentication methods, including Qlik Cloud API keys, OAuth2 clients, and Qlik Sense Enterprise interactive login. In our previous discussions, we highlighted the ease of use and the flexibility qlik-embed offers, supporting components such as chart, field, selections, and entire app. New Feature: Embedding Qlik Answers One of the most exciting additions to qlik-embed is the ability to embed Qlik Answers. Qlik Answers leverages AI to provide natural language querying capabilities, allowing users to interact with their data using conversational language (If you haven’t already checked that out, visit this Community post or watch this demo video). The new UI component ai/assistant enables this functionality directly right within your web app. Here's an example of how you can integrate Qlik Answers into your application: <qlik-embed ui="ai/assistant" assistant-id="<assistant-id>" appearance="qlik-light"> // or "qlik-dark" </qlik-embed> This simple integration can greatly enhance user interaction by allowing them to ask questions and receive insights in real-time, making data exploration more intuitive and user-friendly. More on UIs and Parameters As I mentioned before, the qlik-embed framework supports a variety of UIs, each designed for specific purposes. Let’s take a quick overview on each one: analytics/sheet: For embedding entire Qlik Sense sheets with full selectivity but without additional features like alerts or notes. (Supports sheets that contain only nebula.js visualizations, for a full list: see here: https://qlik.dev/embed/foundational-knowledge/visualizations/)<qlik-embed id="visualization" ui="analytics/sheet" app-id="13b05004-2752-4f39-a077-7a71c5816997" object-id="bdGHw"></qlik-embed>​ analytics/chart: For embedding single chart objects or creating charts on the fly with better performance. (Supports nebula.js objects only, see full list above)<qlik-embed id="visualization" ui="analytics/chart" app-id="13b05004-2752-4f39-a077-7a71c5816997" object-id="hshG"></qlik-embed>​ analytics/field: A lightweight listbox for a specific field (dimension or measure)(To find the library-id, you can add /options/developer to the URL when editing a sheet, right click on a object containing your master dimension or measure then click on Developer and look for the qLibraryId value)<qlik-embed id="visualization" ui="analytics/field" app-id="13b05004-2752-4f39-a077-7a71c5816997" library-id="BfXheUu" type="dimension"></qlik-embed>​ analytics/selections: Displays a selection bar with controls for managing selections.<qlik-embed id="visualization" ui="analytics/selections" app-id="13b05004-2752-4f39-a077-7a71c5816997"></qlik-embed>​ classic/app: Provides a full-featured Qlik Sense sheet analysis and authoring experience.<qlik-embed id="visualization" ui="classic/app" app-id="13b05004-2752-4f39-a077-7a71c5816997"></qlik-embed>​ classic/chart: Backwards-compatible for single chart objects (legacy), including support for extensions.<qlik-embed id="visualization" ui="classic/chart" app-id="13b05004-2752-4f39-a077-7a71c5816997" object-id="hshG" iframe="true"></qlik-embed>​ Each UI type can be configured with various parameters to customize the appearance and functionality. For example, you can set the theme, dimensions, measures, and even complex properties for charts. Here’s an example of embedding a dynamic chart (See here for more info about Charts on the Fly) <qlik-embed ui="analytics/chart" app-id="YOUR_APP_ID" type="barchart" dimensions='["Category"]' measures='["Sum(Sales)"]' properties='{"orientation": "horizontal"}'> </qlik-embed> This flexibility allows you to create highly dynamic and interactive dashboards that can adapt to users' needs in real-time. Advanced Configuration: Context Parameters and Themes A cool feature of qlik-embedis the ability to pass context parameters using the context__json attribute. This allows for more granular control over the embedded visualizations, enabling customization of themes, interactions, and other properties directly within the web component. Reference my previous post about this here. Accessing the App Model through qlik-embed With qlik-embed, you can access the metadata of a Qlik Sense application, including, but not limited to, obtaining a list of sheets and adding them to a dropdown list element for instance. Keep in mind that this won't work with the classic/app UI <!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <meta http-equiv="X-UA-Compatible" content="ie=edge" /> <style> body, html { margin: 0; padding: 0; font-family: sans-serif; font-size: 14px; background-color: #f5f5f5; color: #333; height: 100%; width: 100%; } .container { padding: 8px; gap: 8px; position: relative; flex: 1 0 auto; display: flex; flex-direction: column; align-items: stretch; box-sizing: border-box; } .classic-app { height: 800px; width: 1200px; border: 1px solid #bbb; flex-grow: 1; border-radius: 3px; box-shadow: 1px 1px 10px rgba(0, 0, 0, 0.2); position: relative; box-sizing: border-box; overflow: auto; position: relative; } .viz { width: 1200px; height: 900px; padding: 16px; border: 1px solid #bbb; border-radius: 3px; box-shadow: 1px 1px 10px rgba(0, 0, 0, 0.2); position: relative; } </style> <title>@qlik/embed-web-components example - using OAuth</title> <script crossorigin="anonymous" type="application/javascript" src="https://cdn.jsdelivr.net/npm/@qlik/embed-web-components" data-host="https://YOUR_TENANT.us.qlikcloud.com" data-client-id="CLIENT_ID" data-redirect-uri="https://localhost:3000/index_oauth_object.html" data-access-token-storage="session"></script> <script type="module"> const embeddedObject = document.getElementById("visualization"); const refApi = await embeddedObject.getRefApi(); console.log('refApi -> ', refApi); const doc = await refApi.getDoc(); const appSheetList = await doc.getSheetList(); //add the sheet references to a dropdown list let dd = document.getElementById('sheetdrop'); dd.length = 0; let defaultOption = document.createElement('option'); defaultOption.text = "Select a sheet to navigate to"; dd.add(defaultOption); dd.selectedIndex = 0; let option; for (let i = 0; i < appSheetList.length; i++) { option = document.createElement('option'); option.text = appSheetList[i].qMeta.title; option.value = appSheetList[i].qMeta.id; dd.add(option); } //add a listener to change the object-id property in the qlik-embed element dd.addEventListener("change", function () { if (dd.selectedIndex > 0) { let selOption = dd.options[dd.selectedIndex]; console.log(selOption.value); embeddedObject.setAttribute('object-id', selOption.value); } }); </script> </head> <body> <div id="main-app"> <div class="container"> <h1>@qlik/embed-web-components Example</h1> </div> <div> <select id="sheetdrop" name="SheetList"> </select> </div> <div id="analytics-chart" class="container"> <div class="viz"> <qlik-embed id="visualization" ui="analytics/sheet" app-id="27018b4a-eaa7-4658-a8c2-ecf48d321371" object-id="d568340d-1264-473e-bbdf-68d2555f007e"></qlik-embed> </div> </div> </body> </html> The continuous evolution of qlik-embed brings exciting new features that enhance the integration of Qlik analytics into web applications. Stay tuned for more updates and explore the full potential of qlik-embedon qlik.dev. ...View More

A step by step guide on how to activate the new Qlik Cloud UI.

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In august 2020 we introduced the App Analyzer for Qlik Cloud tenants, a powerful monitoring tool which tracks metrics such as an app’s memory usage, ensuring you stay within your quotas. It also aids in app optimization by revealing field and table sizes, and highlighting potential data modeling issues like synthetic keys and data islands.

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