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Mimicking Cyclic Groups in Qlik Sense using qsVariable Extension, Study Guides, Projects, Research of Behavioral Economics

Adler Graduate SchoolBehavioral Economics

In this document, we explore how to replicate the functionality of Cyclic Groups in Qlik Sense, which is currently not supported. By using the qsVariable extension, we can easily change the context of our analysis within the same chart. a step-by-step guide on how to install the extension, create a variable, and apply it to a chart. This approach allows users to look at the same measure from different perspectives, making it beneficial for certain types of analyses.

What you will learn

  • How can you create a Cyclic group in Qlik Sense?
  • What is the qsVariable extension and how can it be used to mimic Cyclic Groups in Qlik Sense?
  • What is the difference between Drill Down and Cyclic groups in Qlik?

Typology: Study Guides, Projects, Research

2019/2020

Uploaded on 01/23/2020

weiderson-mendes-queiroz
weiderson-mendes-queiroz 🇺🇸

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Makes Sense to go round in circles
By An dy We ir
Background
I’ve seen a lot of questions recently from people with backgrounds in Qlik View identifying some
features that they use a lot in View but are currently not supported in QlikSense. In this document I
will show you how with the use of an extension you can mimic the behaviour of a Cyclic Group in
Sense.
What is a Cyclic Group?
There are 2 ways of grouping your data into user defined hierarchies in Qlik, Drill down and Cyclic.
Drill down allows you to filter down through the hierarchy to find deeper insights. If you had a
Product Hierarchy for example with 4 levels:
Drill Down allows the user from a high level to go into the next level down filtering your data as you
go down to the lowest level of granularity as a result your measure value also reduces as you narrow
down your view. You exclude data from your view with each click.
Cyclic allows you to look at the same measure but from different points of view. You do not filter
data but rather you change the point of view.
Drill down is great where you want to know which part numbers are in product A but if you want to
know which other products a part number is in you need an additional filter on the side. That is
1
Group Family Product Part No
Group
Family
Product
Part No
pf3
pf4
pf5

Partial preview of the text

Download Mimicking Cyclic Groups in Qlik Sense using qsVariable Extension and more Study Guides, Projects, Research Behavioral Economics in PDF only on Docsity!

Makes Sense to go round in circles

By Andy Weir

Background I’ve seen a lot of questions recently from people with backgrounds in Qlik View identifying some features that they use a lot in View but are currently not supported in QlikSense. In this document I will show you how with the use of an extension you can mimic the behaviour of a Cyclic Group in Sense. What is a Cyclic Group? There are 2 ways of grouping your data into user defined hierarchies in Qlik, Drill down and Cyclic. Drill down allows you to filter down through the hierarchy to find deeper insights. If you had a Product Hierarchy for example with 4 levels: Drill Down allows the user from a high level to go into the next level down filtering your data as you go down to the lowest level of granularity as a result your measure value also reduces as you narrow down your view. You exclude data from your view with each click. Cyclic allows you to look at the same measure but from different points of view. You do not filter data but rather you change the point of view. Drill down is great where you want to know which part numbers are in product A but if you want to know which other products a part number is in you need an additional filter on the side. That is

Group Family Product Part No

Group Family Product Part No

where Cyclic groups are beneficial to easily change the context of the question within the same chart. Currently in Qlik Sense you can create Drill Down groups but not cyclically ones. Below is how I manage to mimic the functionality in Sense. What you need?

  1. Qlik Sense Desktop
  2. The qsVariable extension from Qlik Branch written by by Erik Wetterberg
  3. A variable in your Data Load script to store your Cyclic Group state How to install the extension? For those of you that haven’t already. Get yourself on Qlik Branch http://branch.qlik.com/ its full of great projects that guys and girls have been working on to extend the capabilities of Qlik Sense out of the box. Rather than see Sense as perhaps lacking features that already exist in View look at the opportunity there is to create your own objects. The Extension I’m using for this is called qsVariable written by Erik Wetterberg http://branch.qlik.com/projects/showthread.php?396-qsVariable&highlight=variable
  4. Download the file and unzip the contents in C:\Users<your username>\Documents\Qlik
    Sense\Extensions
  5. Open your Qlik Sense app in design mode and you will see it on the left hand side of your screen. How to set a variable? To create my Cyclic group I need first to create a variable to store my view state. To do this I create a default value for it in my load script. I named it vSalesView in my case but you use whatever name suits the group you want to setup.

How to apply your cyclic group in a chart? Create your chart in my case I wanted to see sales from 3 points of view (By Company, By Product and by Month). In the dimension setting of your chart rather than selecting one dimension from your data model or master items add the following: Pick(Match($(),1,2,3),,,) The $ value is very important as without this piece of set analysis your chart will not change state on click of your button.

I did the same on the appearance to make the Title dynamic to. Note I used IF statement for my Title setting but Pick and Match for my Dimension selection. They are interchangeable allow Pick and Match is better from a performance perspective. So in my example I have sales I can now look at by Month by Company