Chapter 3. KPIs in the Financial Officer QlikView Dashboard

In the previous chapter, we built our first KPI display. Now, we will use one of the examples we downloaded when we installed QlikView to learn about other ways to display KPIs that might interest a Chief Financial Officer (CFO).

In this chapter, we will cover the following topics:

  • An example QlikView CFO dashboard—the KPIs tab
  • The good, the bad, and the ugly—the display for the KPIs tab
  • The nuts and bolts of the KPIs tab:
    • Sheet objects
    • The script

Opening the example CFO dashboard

  1. Open QlikView if it is not open already.
  2. Using the File | Open menu in QlikView, navigate to the Program Files| QlikView | Examples | Documents folder and double-click on Executive Dashboard.qvw to open.
  3. After reading the information on the first tab that explains that this is the CFO dashboard, select the second tab—that is, the KPIs tab.
  4. The screen will look similar to the following screenshot:
    Opening the example CFO dashboard

    Figure 3-1: KPIs on CFO dashboard

Notice the other tabs:

  • Trending
  • Sales Analysis
  • What If
  • Order Details
  • Expenses
  • AR Analysis
  • Inventory

This would seem to cover nearly everything needed by a CFO to manage the business.

In this chapter and the following chapters, we are going to examine each of the tabs, and I will point out the good and bad features from a design standpoint. Then, we will look at how to produce similar displays.

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