
Implementing Qlik Sense
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Persons
Ganapati Hegde is an engineer by background. He carries an overall IT experience of over 16 years. He is very passionate about technology and is always looking out to learn newer technologies. He started his IT career with SK International where he headed Software Services and worked with myriad of technologies, including programming, databases, IT security, application virtualization, and cloud services. During his stint with SK International, he was involved in lot of integration projects and thus has good knowledge on API/SDK. He was instrumental in setting up practices such as RSA, Citrix, Oracle, and Salesforce. He is currently working with Predoole Analytics, an award winning Qlik partner in India, in the presales role. He has worked on BI projects in several industry verticals and works closely with customers, helping them in their BI strategies. His experience in other aspects of IT, like application design and development, cloud computing, networking, and IT Security, helps him to design perfect BI solutions. He conducts workshops to increase user awareness and drive adoption. He works on analysis of unstructured time stamped data and IOT as well, allowing customer to get business insights and help improve efficiency. This is being done with the help of big data platform Khika, which does real time co-relation of log data across sources. This helps customers mitigate risk and help in IT Audit and Compliance. Ganapati is now working on improving his knowledge of advanced analytics using technologies like R and python.Solanki Kaushik :
Kaushik Solanki is a computer engineer by profession. He is working at Predoole Analytics Pvt Ltd as Qlik Architect & Delivery Manager. He holds overall 9 years of experience working on Qlik technology. His passion is to educate everyone about "Data Literacy" and "Qlik". He loves to spend time on Qlik community to help Qlik developers to learn and excel. He has a great understanding of project delivery right from the business requirement to final implementation. His experience in various domains has helped business to take valuable business decisions.
Content
- Cover
- Copyright
- Credits
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Customer Feedback
- Table of Contents
- Preface
- Chapter 1: Consultant - An Introduction
- Understanding who is a consultant
- Importance of being a consultant
- Difference between a developer and consultant
- Roles and responsibilities of a consultant
- Roles of a consultant
- Interacting with business users
- Understanding the data sources
- Setting the expectations correctly
- Designing the perfect solution
- Plan the Go-live
- Plan for the future road-map
- Responsibilities of a consultant
- Doing value adds
- Documentation
- Implementing best practices
- User Acceptance and Training (UAT)
- Post Go-live
- Strategy that a consultant should follow
- Size of the company
- What system do they use currently?
- Why do they want a new system?
- What are the objectives and goals?
- Are the stakeholders identified?
- Is there a project champion?
- What are the data sources?
- Is the data clean?
- Future road map
- Summary
- Chapter 2: Preparing for the Project
- Knowing about the company
- Understanding the existing landscape
- Existing data sources
- Customer Relation Management
- Help desk applications
- Human resource systems
- Enterprise Resource Planning
- Social media
- Data warehouses
- Miscellaneous
- Existing BI systems
- Manual reporting
- Traditional BI tools
- Next generation tools
- Understanding the need for change
- Challenges with manual reporting
- Challenges with traditional reporting
- Challenges with new age tools
- Understanding organizational hierarchy
- What you need to study and prepare
- Identifying your champion
- Summary
- Chapter 3: Prerequisites to Start a Project
- Understanding business process
- Looking at the sales function
- Business to business
- Direct sales
- Indirect sales
- Business to consumer
- Direct sales
- Indirect sales
- Mixed mode
- Product companies
- Services companies
- Product and services mix
- New age companies
- Understanding finance
- Financial planning
- Spend analytics
- Cash flow management
- Profitability analysis
- Risk and compliance
- Understanding human resources
- Hiring and on-boarding
- Reward management
- Workforce management
- Training and development
- Understanding supply chain management
- Material sourcing
- Forecasting and planning
- Production
- Warehouse
- Transportation
- Material returns
- Others
- Understanding marketing
- Understanding information technology
- Understanding procurement
- Gathering brief requirements
- Brief project scope
- Planning risk and its mitigation
- Identifying risk
- Evaluating the risk
- Plan of action to tackle risk
- Control and monitor
- Documentation
- Example
- Summary
- Chapter 4: Requirement Gathering
- Understanding requirement gathering
- Importance of requirement gathering
- Focused deliverables
- Project timelines
- Resource planning, roles, and responsibility
- Milestone and task definitions
- Success criteria
- Executing requirement gathering
- Functional requirement gathering
- Technical requirement gathering
- Infrastructural requirement gathering
- Brainstorming
- Requirement workshops
- Document analysis
- Reverse engineering
- Questionnaires
- Must have, should have, and good to have strategies
- Must have requirements
- Should have requirements
- Good to have requirements
- Questionnaires
- Functional questions
- Sales module
- Technical questions (database)
- Technical questions (non-database)
- Must ask information
- Business objective
- Current business challenges
- Success criteria
- Key stakeholders
- Common mistakes in requirement gathering
- Lack of business understanding
- Assumptions
- Communication problems
- No participation in meeting
- No recurring conversations
- Gap analysis
- Documentation
- Sign off
- Authentication and authorization
- Documentation
- Front page
- Introduction page
- Introduction to document
- Scope of the document
- Assumptions and constraints
- Meetings held
- Abbreviations used in documentation
- Requirement category
- Functional requirement
- Business use case
- KPIs
- Dimensions
- Functionality requirement
- Current reporting data flow
- Data sources
- Tables and fields listing
- Other logic and mappings
- Visualization requirement
- Authorization requirement
- Risk and mitigation plan
- User acceptance
- Example
- Summary
- Chapter 5: Architecture Design
- An introduction and importance
- Parameters for infrastructure design
- Hardware infrastructure
- RAM (Random Access Memory)
- CPU (Central Processing Unit)
- HDD (Hard Disk Drive)
- Number of concurrent Users
- Number of Applications
- Things to remember
- Example calculation
- Software infrastructure
- Operating system
- Microsoft office
- Microsoft .NET Framework
- Relevant ODBC/OLEDB Drivers
- Qlik connectors
- PostgreSQL
- Security infrastructure
- Network infrastructure
- Hardware and software requirements
- Installation architecture
- Node
- Site
- Single node architecture
- Multi node architecture
- Qlik sense repository database
- Synchronized persistence
- Shared persistence
- Backup and restore design
- DR (Disaster Recovery) server setup
- Physical backup
- Applications
- Application data
- Log files
- Qlik Sense certificates
- Repository database
- Example Scenario
- Hardware requirements
- Calculation
- Software requirements
- Security requirements
- Network requirements
- User access requirement
- Installation architecture
- Backup and recovery
- Data architecture
- QVF
- QVD
- Parameters of data architecture
- Data source
- Business logics
- Frequency
- QVD Tier Architecture
- One Tier
- Two tier architecture
- Three tire architecture
- QVF Architecture
- Two Tier QVF Architecture
- Three tier QVF architecture
- Hybrid architecture
- Example case study
- Data Sources
- Business logic
- Frequency
- Data flow diagrams
- External entity
- Process
- Data store
- Data flow
- Example of creating a DFD
- Summary
- Chapter 6: Development
- Data extraction process
- Extract, Transform, and Load (ETL)
- Extract
- Full Load
- Incremental Load
- Building Data Model
- Common challenges of Data modeling
- Synthetic Keys
- Removing the Fields
- Renaming the Fields
- Concatenate
- Link Table
- Circular Reference
- Multiple Fact tables with different Granularity
- Match the granularity
- Generic Keys
- Script Management
- Separate Code
- Comments
- Naming Conventions
- Best Practices in Data Modeling
- Data modeling Validation
- Row Count
- Field Meta Data
- Security Strategy
- Visualization Strategy
- Choices of Objects
- Use of Extensions
- Visualization best practices
- Story Telling
- Finding the insights for the story
- Creating the story
- Adding the Screenshots
- Adding Text
- Add shapes
- Add effect library
- Add images
- Add sheets
- Story presentation
- Sharing the story
- Summary
- Chapter 7: Validation, UAT and Go-Live
- Introduction and importance
- Data validation
- Data type
- Null values
- Duplicate values
- Script validation
- Business logic validation
- Visualization validation
- Chart type validation
- Dimensions and expression validation
- Business flow validation
- Performance validation
- User acceptance testing
- Go-Live Strategy
- Summary
- Chapter 8: Post Go-Live
- Adoption strategy
- User training
- Train the trainer
- Qlik Sense Administration training
- Training Process
- A single long training
- Multiple short trainings
- Training Methodology
- User Manual
- Technical document
- Administration
- Product Usage
- Functional document
- FAQs
- Top management use
- Videos
- Technical Videos
- Functional videos
- Maintenance strategy
- Application performance
- Upgrade infrastructure
- Application optimization
- Review visualization
- How much data to keep
- On-demand app generation
- Data quality check
- New updates and versions
- Source changes
- Auditing strategy
- Documentation
- Summary
- Chapter 9: Avoiding Common Pitfalls
- The art of listening
- Importance of documentation
- Avoiding Over-Committing
- Preparing for the Unexpected
- Avoiding last minute surprises
- Missed timelines
- Infrastructure
- People changing
- Data Validation Issues
- Hand-holding
- Summary
- Chapter 10: Knowledge Sets
- Getting to know Insurance
- Insured
- Insurance Companies
- General Insurance
- Life insurance
- Re-Insurer
- Terms frequently used in insurance
- Insurance organization
- Distribution
- Sales
- Marketing
- Service (Post Sales)
- Front Office
- Product Management
- Underwriting
- Investments
- Operations
- Policy Administration
- Claims Processing
- Back office
- Finance
- Collections
- Risk
- HR
- IT
- Analytics
- KPIs which are used in Insurance
- Use cases in insurance
- Sales performance
- Marketing Performance
- Investments
- Risk
- Underwriting and Claims
- BI/IT/Reporting
- Knowing Pharmaceuticals and Life-sciences
- Vendors
- Pharmaceutical company
- Distributors
- Pharmacy
- Online pharmacies
- Doctors/Physicians
- End consumer (patient)
- Terms frequently used in pharmaceutical industry
- API
- Batch Processing
- Brand Name
- Continuous Processing
- Expiry
- FDA
- Generics
- KOL
- New Drug Application
- OTC
- Primary Sales
- Secondary Sales
- Tertiary Sales
- Therapeutic Areas
- Pharma organization
- Sales
- Marketing
- Finance
- SCM
- Research and development
- IT/Reporting
- Manufacturing/Distribution
- HR/Training
- Clinical
- KPIs which are looked at by Pharma industry
- Use Cases in Pharma
- Sales and marketing
- Executive management
- Supply Chain Management
- Finance
- Human resources
- Knowing Retail
- Retail organization
- Sales
- Marketing
- Finance
- IT/HR/Analytics
- Merchandising
- Supply Chain Management
- Summary
- Chapter 11: A Real Life Case-Study
- Introduction to Adventure Works
- Preparation
- Studying AWC Website
- Understanding the Business Process
- Getting to know Organization Hierarchy
- Identifying Business Champion
- Understanding the existing system and landscape
- Understanding Business Challenges
- Gathering Business Requirements
- Defining approach and solution architecture
- Execution of project
- Extraction
- Extraction in our example
- Data modeling
- Dashboard
- Story
- Post Go-Live Steps
- Summary
- Index
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