QlikView 11 for Developers Develop Business Intelligence applications with QlikView 11 Miguel García Barry Harmsen professional expertise distilled P U B L I S H I N G BIRMINGHAM - MUMBAI QlikView 11 for Developers Copyright © 2012 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book. Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. First published: November 2012 Production Reference: 1161112 Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK. ISBN 978-1-84968-606-8 www.packtpub.com Cover Image by Barry Harmsen ([email protected]) Credits Authors Project Coordinators Miguel García Sai Gamare Barry Harmsen Anugya Khurana Reviewers Proofreaders Ralf Becher Joel Johnson Steve Dark Bob Phillips Stephen Redmond Indexers Monica Ajmera Mehta Acquisition Editors Rashmi Phadnis Rekha Nair Joanne Fitzpatrick Tejal Soni Lead Technical Editor Graphics Ankita Shashi Aditi Gajjar Technical Editor Production Coordinator Nitee Shetty Nilesh R. Mohite Copy Editors Cover Work Aditya Nair Nilesh R. Mohite Alfida Paiva Foreword At QlikTech we often describe ourselves as "an American company with a Swedish soul". We celebrate our roots in the delightful and urbane university town of Lund in southern Sweden; indeed, the development teams who built QlikView are still mostly based there. We power our business from our headquarters and major offices in Philadelphia, Boston, and San Mateo. Nevertheless, we have more than a Swedish soul and a US business; in fact the QlikView community of customers, partners, and consultants is truly international. To understand that scope, you need only look at the authors of this excellent new book. Barry Harmsen is well known in the Netherlands as an independent Business Intelligence consultant. He is undoubtedly a star of the QlikTech community. Miguel García, from Mexico, has worked globally consulting on QlikView. The sheer range of experience that Barry and Miguel bring to this book is one of its most valuable qualities. Their examples are carefully thought out, and very thorough; but they also take time to explain the business background to their thinking. At QlikTech we often say that QlikView is not so much a tool for Business Intelligence as it is a platform for Business Discovery. This is not just a marketing term: we do not want only something different to say. In fact, every day we see customers making discoveries—finding new information and insights—with QlikView. A traditional BI report simply tells you what you already know and is packaged and formatted to keep that knowledge up-to-date and share it easily. A typical dashboard enables you to track key indicators and, with some good design, also "drill down" to understand the details or trends underlying those indicators. But Business Discovery does this and more. Business Discovery enables users to formulate new questions and explore the answers and implications with very few restrictions. From the very first chapter, Barry and Miguel show you exactly how this happens. Here, they introduce the associative model that makes QlikView so powerful, along with the clues in the user interface (look for the green, white, and grey) that make this model easy to use. As they progress along a thoroughly practical path, the authors introduce you to the mechanics of collecting data from sources. They guide you through numerous techniques for transforming, modeling, and exploring this data. They provide practical advice on best practices for security, visualization, and more complex analyses. In short, for new developers, this is an excellent guide to get them started. For more experienced users, the thoughtful examples and careful notes make this an excellent companion in your work. Donald Farmer, VP Product Management, QlikTech. About the Authors Miguel García is a Business Intelligence Consultant and QlikView Solutions Architect from Monterrey, Mexico. Having worked throughout many successful QlikView implementations, from inception through implementation, and performed across a wide variety of roles on each project, his experience and skills range from applications development and design, to pre-sales, technical architecture, system administration, as well as functional analysis and overall project execution. He currently holds the QlikView Designer and QlikView Developer Certifications, backed by QlikTech, for versions 9, 10, and 11. His passion for QlikView led him to create and host the iQlik's blog (http://iqlik. wordpress.com). You can follow his blog updates via Twitter on @iQlik. He currently works for DataIQ, a QlikView consulting firm with presence in Argentina, Mexico, Uruguay, and Paraguay. I want to thank my family for their understanding and support throughout all the projects and endeavors I undertake. Barry Harmsen is an independent Business Intelligence Consultant based in the Netherlands. Originally from a background of traditional Business Intelligence, Data Warehousing, and Performance Management, in 2008 he made the shift to QlikView and a more user-centric form of Business Intelligence. Since then he has completed many successful QlikView implementations in many different industries, from Financial Services to Telecoms, and from Manufacturing to Healthcare. He writes a QlikView blog at QlikFix.com. I would like to thank my daughter Lucie, my son Lex, and especially my wife Miranda for their support and patience during the writing of this book. Acknowledgements Writing a book is not a solo - or duo - exercise. This result could not have been achieved without the contributions of a great team. We want to thank Donald Farmer for writing the foreword and for helping us acquire permission to use some of QlikTech's materials in this book. Thanks to John Trigg for supporting this project as well. Ralf Becher, Steve Dark, and Stephen Redmond performed the technical review of this book. Their insightful comments and suggestions have added an extra dimension of quality to the book. For that we thank them. We also want to thank everyone on Packt's editorial team; Rashmi Phadnis, Joanne Fitzpatrick, Sai Gamare, Anugya Khurana, Ankita Shashi, and Nitee Shetty. Their guidance kept us focused and on track.