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Employee
Employee

Qlik Sense for Project Portfolio Management

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Happy Tuesday Qlik Community!! This week on the Design Blog I have the pleasure of introducing our newest guest blogger, Lee Matthews. Lee comes to us from the opposite side of the world, well at least from where I am anyway. I mean really, as I get ready for winter he is getting ready for summer.  Lee is a Principal Solution Architect with Qlik and is based in Melbourne, Australia. He joined Qlik in 2011 but has been working in the Business Intelligence field with various ERP and CRM vendors for over 20 years. Prior to that he was a management accountant. He therefore has a long history of working with data and reporting systems for organizations. When not tinkering with Qlik applications for clients, he enjoys tinkering with robots, making things out of wood and teaching these skills to his two boys. We are excited to have your contribution on the Design Blog Lee!

Effectively managing your projects with Qlik Sense

As a Solution Architect with Qlik I get the opportunity to work with many different organizations and to show them how Qlik can solve their problems and add value to their business. One common problem I see across larger enterprises is the need to effectively manage projects and to monitor resourcing for those projects. Often the reporting capability of project management systems is limited, or reporting across the entire portfolio of projects is something they are not designed to do.

This is where Qlik can add great value, in answering questions such as:

  • Which resources are over or under utilized?
  • Are there any project managers or locations that seem to be struggling to deliver successful projects?
  • Are there any projects that should be cancelled, as they are not delivering value?

Below is a video I created that demonstrates a Project Portfolio Management application while covering many of the unique and powerful capabilities available in Qlik Sense. This application was developed as an example of how you might use Qlik Sense to analyze your entire project portfolio. It takes some concepts and approaches that different clients use in their businesses. Also worth highlighting is that this app uses a custom KPI object developed using the Widgets functionality built into Qlik Sense. Widgets allow you to develop your own visualizations with just a bit of HTML and CSS. You can learn more about Widgets in this quick video primer created by Mike Tarallo here: Qlik Sense 3.0 - Widget

(I attached this widget for you to play with. If using Qlik Sense Desktop 3.X, just extract the .zip file to your C:\Users\<user_id>\Documents\Qlik\Sense\Extensions directory. Qlik Sense Enterprise Server users will want to use the QMC to import the widget using the Extensions import utility.)

Regards,

Lee Matthews

Qlik

Using Qlik Sense for Project Portfolio Management

NOTE: To increase resolution or size of the video, select the YouTube logo in the bottom right of the player. You will be brought directly to YouTube where you can increase the resolution and size of the player window. Look for the 'settings' gears icon in the lower right of the player once at YouTube. If you cannot see the video, you can download the .mp4 file attached to this post.

15 Comments
alan_richmond
Contributor

Great presentation

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Luminary
Luminary

Michael this is both Smart and Impressive. Three years ago we produced a QlikView equivalent to sit over Primavera (direct application-db integration) that included Earned Value and Health & Safety info and included and S curve. Under the Smarter.PMO banner (see QlikMarket). Qlik Sense actually has improved interactivity and with the ease at which you can expand charts to full screen means we should probably update the Smarter.PMO offering to Qlik Sense. Great to see. Adrian

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paulyeo11
Valued Contributor III

Hi Michael , This article is very good because bring value to Qlik . And this is very useful app which customer always looking for. May i have the Qlik QVF file ? Hope you can share with us. So that i can try to implement this project management.


Paul

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paulyeo11
Valued Contributor III

‌HI Michael & Lee

it is possible to share the data model for this project ? As I need to implement project Mgt for my company , it the data getting ERP ? I mean how user enter the data ?

PAul

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Partner
Partner

Hi Poh Sai,

Could you please help me if you got the QVF File for this ?

Thanks & Regards,

Santosh Kumar.

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paulyeo11
Valued Contributor III

Hi Kumar

I don’t have the QVF file.

Paul

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Partner
Partner

I am curious if the QVF in the video is available as a downloadable demo.  I have customers I would love to be able to show this to

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alan_richmond
Contributor

I agree, I would love a downloadable copy also

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Employee
Employee

Hi Guys - I am checking with Lee to see if I can attach a copy to this post.

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Employee
Employee

Hi All

Firstly, apologies for the late reply. As this post was not directly linked to me I did not get any email alert from your requests. The app is freely available and can be downloaded from here: Projects V2 - Box

Note that there are two versions in that folder. There is an Architecture / Engineering version - which was the original sample data. As I do a lot of work with financial institutions I created a Banking IT projects version and created links between the projects to show how interdependence between projects can be visualised.

The original data set had timesheet utilisation data aggregated to resource level. This was a bit frustrating because I could not link the resource utilisation data to projects. Ideally therefore this data should be aggregated to project AND resource (if at all).

Regards

Lee

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Employee
Employee

Thanks Lee - I also attached it to the original post to preserve it here, in case the cloud folder is removed in the future for some reason. Project V2.zip.

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Partner
Partner

Thanks Mike and Lee.  I appreciate your supplying this.  My boss will be happy too

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anwar_waseem
New Contributor

Can someone share the excel files which are used in this QVD?

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Employee
Employee

Hi Waseem

It is actually possible to extract the data from pretty much any app, by creating a new app that binary loads the data model (google "qlik binary load syntax") and then adding store statements for each table. However the data can be downoaded from here: https://app.box.com/s/oweu4djpozjcd385eeu6jm5ju6y5hvtq

The data is all made up, and frankly a bit messy as a result. There are multiple scenarios in the data set that can be loaded (ie. engineering projects, bank IT projects, legal firm cases). Some visualisations only make sense for certain data sets though...the project dependency data only works for the bank IT project scenario for example.

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Employee
Employee

Hi All. I have had a few requests for the Qlik Sense app. Please note that the application is now attached to this post.

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