The finance department has specific needs around formatting and functionality for tables that are very different from other analysis. If you have tried to create a Profit & Loss table or a Balance Sheet within Qlik you have experienced the limitations of standard analytic tables. With the Vizlib Finance Report (P&L) extension, we have created a table targeted specifically to the needs of a finance department. You can easily create your financial tables and make them look just like the CFO wants it. Check out the tutorial to learn more about the possibilities of the Vizlib Finance Report extension!
Important note! Building a P&L application does require a solid Qlik developer background as well as an understanding about finance and P&L setups. Do not attempt following the tutorial if you do not have those skills. The Finance Report extension and the provided template does not completely automate the build process but should significantly decrease the development time needed.
The Vizlib Finance Report extension also lets you take reporting to the next level by adding live comments to the data. Within the financial report, users can add comments to the data. 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. The comments are added in real time and there are no reloads or waiting required to see the comments.
Comments require a separate back-end installation and as of version 2.3.0 not available for trial. Contact firstname.lastname@example.org with any questions and to request a demo.
Note! Any older PnL objects need to be recreated with version 2.0 and higher!
Note! The trial/free version of the finance report has limitations such as only 5 user licence max, VIzlib watermark will be in the background of the report and the trial version doesn't offer any form of commentary on the report
- Download the latest version
- Qlik Sense Desktop
- To install, copy all files in the .zip file to folder "C:\Users[%Username%]\Documents\Qlik\Sense\Extensions\cl-finance-report"
- Qlik Sense Server
- See the link how to import an extension on Qlik Sense Server
- Maximum of 5 simultaneous dimensions. (Unlimited alternative dimensions and drill-down dimensions are possible)
- Indicator icons and data bars does not export to Excel yet
|Qlik Sense Version||Recommended|
|April 2019 and higher||Latest available version|