In this article we will show you, How to create new QlikView report using wizard with screenshots. For the demonstration purpose, we will create a Bar Chart, along with Table Box using this QlikView Report Wizard.
If you are running on Windows 7 or later you can find the application in start -> All Programs -> QlikView Folder -> QlikView. Double click on the QlikView 12 (In your case, version might be different) tool. It will open the QlikView Personal Edition. First page is the Start page, and, If you don’t want to see this page again, Please unchecked the show the Start page when launching the QlikView option.
Create New QlikView Report Using Wizard
We can create a New QlikView Report in multiple ways: Please navigate to File Menu, and then select the New option (or simply click Ctrl + N)
Or you can click on the New document shortcut present in the toolbar.
Either ways, it will open a New Wizard as we shown in below screenshot. It will help you to create new QlikView report using wizard.
Step 1: Data Source
You can use this page to add the data source that you want to use in this report. Here we want to work with the Excel File so, we are clicking the Browse button to navigate the file system.
Once you click on the Browse button, it will open the list of files available in your documents folder. Please navigate to the folder where you saved your data. From the below you can observe that we are selecting the Excel file by clicking the Open button.
Click the Next Step button
Step 2: Data Presentation
This page is useful to review your loaded data, and if it looks correct then confirm it otherwise, you can modify it. If you observe closely, this page has two options under the Column Headers:
Add Column Headers: This option allows you to add headers to each and every column. You can click on the fields to rename the header from default alphabets (A, B, C..) to more meaningful name. If your data does not had any Column headers then please select this option.
Use Column Headers from Data File: If your Excel file include column name in the first row then, select this option. By selecting this option, QlikView will automatically assign the first row data to column headers.
Step 3: Save File
Once you click on the Next Step button, Save file page will be opened along with the Save As pop-up window to save the file. If it is not opened then click on the Save as button present in this page.
From the below screenshot you can see that, we are saving the report as First_Wizard_Report
If you are creating your first report then this message will appear otherwise it wont. Anyways, if you find this message then click Ok button
Step 4: Choose Chart Type
This page is useful to select the chart type. It provides three options: Bar Chart, Line Chart, and Pie Chart. Please select the chart type you wish to design. For example, If you are designing Bar Chart, Please select the Bar Chart option by clicking the Select button.
Step 5: Populate your Chart
Next, we have to populate, or assign data for our bar chart. As you know, bar chart requires one X-Axis value, and Y-Axis value.
- Dimension: You have to select the Column that you want to use as X-Axis. Mostly we use the Dimension data as something like: Category, Color, State, City, Country, Region etc. QlikView provides a drop-down box to select the Column name for Dimensional data
- Expression: Here, You have to select the Column that you want to use as Y-Axis. Mostly Numeric data, and it should be aggregated as: Sum, Average, or Count.
From the below screenshot you can see that, we selected the product category as the Dimension data, and Sum of Profits as the Expression. Remember, we have only 3 product categories in our excel file.
After you finished selecting, or populating data for your bar chart, Please Click on the Next Step button
Step 6: Add Object for making Selection
This page allows you to add either List boxes, or Table Box. You can use this box as a filter. It means by selecting any item from this will alter the data present in our bar chart. It is too early to tell you about all those things. So, focus on report creating only
For now, we are selecting the table Box
Once you click on the Create Button, QlikView will create a new report. From the below screenshot you can see, it is displaying the Bar Chart with Product category on the X-Axis, and Sum of Profits on the Y-Axis. And the Table box is displaying all the rows, and columns available in the Excel file.
Hope you understood the steps by step approach to create new QlikView report using wizard
Thank you for Visiting Our Blog