I'm attempting to build a profitability model in QlikView. I am relatively new to Qlikview so I was hoping I could get some high level advice on the best way to go about creating this model.
In simple terms, the model will pull in customer purchases and various item level metrics from multiple tables to calculate Profit at the item level. What would be the best way to go about this? The outputs will be showing the calculated fields like gross profit so I'm not sure how to go about it. Should I try to do the calculations and data massaging all within the Load Script? If not, should I create a straight table to perform the item level calculations? Is there a way to reference a straight table as if it were loaded into the back end?
Any insight or advice would be greatly appreciated!
you are asking many open questions, and it would be hard to answer in a single post.
When we need an aggregated formula to be calculated at a detailed level, we use the AGGR() function. That will serve as "the straight table" that you've asked about. A straight table (or any other chart, for that matter) cannot be referenced in other charts.
Have you seen my book QlikView Your Business? About a third of this book is devoted to Profitability Analysis. While the tutorial scenario might be different from your specific needs, you will learn a lot about visualizing profitability in QlikView, and about QlikView development techniques as well.
cheers,
Oleg Troyansky
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