Vizlib Finance Report
TABLE OF CONTENTS
- Let's introduce you - If you're new to Vizlib Finance Report, or looking to find some information, the Introduction page has links to the product resources and knowledge base articles.
- If you're looking to use data from specific rows in your finance report, follow these instructions.
- Create a calculated row with a unique calculation (Field PnL_calculation in the template file and column Calculation in the Excel)
- Ensure the row is connected to all the data needed for the calculation. (If you aren't getting the result you think you should. check by selecting the row and the associated data in standard Qlik filters/tables.)
- Create your calculation in the expression using any logic you want. (A set expression is fastest.)
- Use Top Dimension - If your top dimension has a large number of values this will impact on performance, so consider carefully if you need to enable the setting. If the last dimension also has a large number of values calculations could take a lot longer to complete.
- Open Table Expanded to Level - Only use this setting in tables with a small number of values on the sub-dimensions to avoid a negative impact on performance. For dimensions with many values it is much more efficient for the user to expand only data that is needed.
Dimensions - Maximum of 5 simultaneous dimensions. (Unlimited alternative dimensions and drill-down dimensions are possible).
Export - Indicator icons and data bars do not export to Excel yet.
Legacy PnL - Any older PnL objects need to be recreated with version 2.0 and higher!
Trial Version - The trial/free version of the finance report has limitations (maximum of 5 user licences, the Vizlib watermark is displayed in the report background of the report and there's no form of commentary available on the report.
Zero Values and Pivot Tables - To accommodate inconsistencies in behaviour when a pivot table uses zero values, we've introduced a fix to make Vizlib Finance Report consistent with other Qlik Sense tables. Figure 1 shows examples from
- Vizlib Finance Report
- Qlik Native Pivot Table
- Vizlib Pivot Table
- Qlik Native Table
The red box in the Qlik Native Table shows the total value for Value 2 is 0 as 2 + (-2) = 0. In all pivot tables (including Vizlib Finance Report pivot tables) this leads to the first dimension being hidden. However, when the table is expanded these values are still shown. The green arrows indicate in examples 1 and 2 indicate a slightly thicker line, which indicates that another dimension (Value 2) is being used.
Figure 1: Zero Values Pivot Tables
|Qlik Sense Version||Recommended|
|April 2019 and higher||Latest available version|