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Kongson
Partner - Contributor II
Partner - Contributor II

Financial Reporting Extension

Topic

Financial reports is actually a table with specific format. And each of the line is calculated from some accounts with some specific attribute filters. In QlikView, the frontend requirement is able to be achieved by customizing the straight table. And backend, it is also able to be achieved by associating the right amount to each of the reporting line. However, in Qlik Sense, because of its simplicity, it is no longer available. It is impossible to customize the table like cell border, font bold, font size, etc. While the world is migrating QlikView to Qlik Sense, it is still necessary for financial reporting.

Therefore, the only way to achieve this is to make use an extension to allow the reporting customization. The backend is still can still be the same to make use of the association.

Financial Reporting

Very Simple Sample

financial.png

Settings Sample 1

header.png

Settings Sample 2

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Labels (2)
1 Reply
karthiccr
Contributor II
Contributor II

Use PNL table from Qlik Visualization bundle. Check out the Vizlib finance Table.

You can try using interval match technique in the data model to map set of accounts to heads.