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Vizlib Finance Report – Introduction

Note: All Climber Extensions (including what was previously called Climber P&L) have been acquired by Vizlib in April 2019 and are now part of our value-added product portfolio for Qlik Sense.



The finance department has specific needs around formatting and functionality for tables which can be very different from other types of analysis. If you have tried to create a Profit & Loss table or a Balance Sheet within Qlik Sense you will have experienced the limitations of standard analytic tables. With Vizlib Finance Report (P&L), we have created a table targeted specifically to the needs of a finance department. You can easily create financial tables and make them look just the way the CFO wants. To get started quickly with Vizlib Finance Report, you can watch our tutorial here. 



Note on Application Development: Building a P&L application does require a solid Qlik developer background as well as an understanding of finance and P&L setup. Do not attempt to build an app with Vizlib Finance Report if you do not have those skills. Vizlib Finance Report includes a template, and while it does not completely automate the build process it should significantly speed up the pace of development.


Vizlib Finance Report also lets you take reporting to the next level by allowing users to add live comments to the data from within the financial report. The setup is completely secure and it is possible to set up multiple levels of reporting. For example, a department can comment on their data, the regional manager can add their view and the CEO can see the whole picture. Comments are added in real time, with no reloads or waiting required to see the comments.

Note on Comments: Comments require a separate back-end installation and as of version 2.3.0 this is not available for trial. Please contact support@vizlib.com with any questions and to request a demonstration.

You can find links to all of our Vizlib Finance Report documentation on the product homepage. We've organized our documents into several categories, and to make them easy to find, we've included keywords in the document title.


TABLE OF CONTENTS

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Introduction


This page helps you get started with Vizlib Finance Report and explains where to find the information you need. 

If you're new to our products, why not watch our video on getting started with Vizlib here?

You can find the latest version of  Vizlib Finance Report on our User Portal in the Finance section of the Downloads page. The software includes an installation file, a template and a demo app showing you how Vizlib Finance Report works.  

Vizlib Finance Report is the Vizlib Finance product, you can find out more about it by watching our product demonstration.  

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Guides


Guides are articles which contain technical information relating to Vizlib Finance Report 

Vizlib products all have the same installation process, so you can find instructions on installing Vizlib Finance Report here, and a video tutorial for installing Vizlib extensions on our YouTube channel here.  

There's a tutorial to show you how to start working with Vizlib Finance Report here, a guide to configuring your Vizlib Finance Report and using the template here and a guide on how to set up comments in Vizlib Finance Report here

 

Properties


Properties articles contain information on the Property Panel, which you use in the Qlik Sense Hub to manage functions for Vizlib Finance Report. These articles cover subjects like working with dimensions and measures, managing the report's global settings and appearance. You can find the complete list on the homepage

 

Troubleshooting


You can use our Troubleshooting articles if you start seeing errors or exceptions in Vizlib Finance Report. We've compiled documents containing known issues, tips and answers to general questions. You can find them on the documentation homepage

 

Changelog


The Changelog contains details for each release of Vizlib Finance Report, such as new features and bug fixes. You can find the changelog on the documentation homepage, and you can sign up to receive notifications of new releases for all Vizlib products here.


Examples


Here are some examples of completed reports for you. Figure 1 below shows a layout for a Profit & Loss table, Figure 2 shows customized looks for a report, and Figure 3 shows an example report with comments enabled.


Figure 1: Example P & L Sheet


Figure 2: Customized Layout


Figure 3: Comments Example



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