1. QLIK Overview & Desk Aid

2. GO TO: http://qlik.nyfoundling.org
ENTER YOU WINDOWS (NY FOUNDLING USERNAME AND PASSWORD)
If you get an error “Access Denied” – contact app support by sending an to
Open a report you want to view

3. Manage Data On Your Report

4. Limit your selections

5. Set Selection in Alphabetical Order

6. Lock Your Selection

7. Add Additional Limits on Top of Selections

8. Unlock Selections

9. Sava Data in Excel Sheet – Right Click!!!

10. Download Excel Sheet

11. Click Create new app Enter the name for the app Click Create Click Open app

12. Click to load from Excel

13. All the options as a source connection available for use.

14. Click Attach files to upload the file: Drag and drop the file Exell
Click Attach files to upload the file: Drag and drop the file Exell.xlsx onto the dialog.

15. Load data and finish

16. Load Data

17. Load Data

18. Open Sheet for New App

19. Click All Tables. Click Add data.

20. Building App Select App overview Click Create new sheet

21. Chart Examples VISUALIZATIONS – TYPES OF CHARTS
Visualizations are used to present the data that is loaded into the app.
The selections you make in the app are reflected in all associated visualizations on all sheets.
You can convert from one visualization type to another by dragging a new chart to a visualization on a sheet.

22. FIELDS Fields are the COLUMNS from your excel sheet
They correspond to columns in a database table and can exist in more than one table.

23. Hands-On Training Pie Chart Tutorial Example
Open Charts and drag a pie chart to the sheet.
Click Add dimension and add the field Region.
Open Fields.
Locate the field Sales, right-click it and select Create measure.
In the Create new measure dialog, in the Expression box, add Sum in front of (Sales) to create the measure Sum(Sales).
Click Create.
The measure is added as a master item.
Drag the new measure Sales to the center of the pie chart.
In the properties panel to the right, click Appearance > Presentation and select Donut.
Still in the properties panel, click Colors and Legend.
Click the Colors button and select in the list.
At the top of the visualization, add the title Sales per Region.
Use the handles to resize the pie chart according to the screenshot.

24. Hands-On Training Pivot Tutorial Example
Drag a Pivot table, click Add dimension and scroll down to select the field Customer.
Add Rows Product Group and Item in Data Properties
Click Add measure and under Measures, select Sales.
Sales – is a Master Item represents a SUM of sales.

25. To Edit Existing Reports

26. Open a Report You Want to Edit

27. Add Pivot Table

28. Set Up A Count of Clients Per Program

29. Set Up Count Per Program Name

30. YOU ARE DONE! 