Chapter 9. QlikView Expenses Dashboard

Companies often track their expenses/costs at the expense of other types of financial analysis. They do this, in part, because they have greater control over the circumstances of money outflow. Hopefully, the previous chapters have stimulated ideas for other types of information management that can be enhanced with the use of QlikView. That is why this chapter is near the end of the book.

In this chapter, we will cover the Expenses tab in the CFO example dashboard for ideas to use in expense reporting and management. The topics that will be covered here are as follows:

  • Analysis of the usefulness of the Expenses tab
  • The nuts and bolts of the Expenses tab

Reopening the CFO example dashboard

We are going to work with the Expenses sheet in the Executive Dashboard.qvw from the examples that we downloaded when we installed QlikView. Open QlikView if it is not open already.

  1. Using the File | Open menu in QlikView, navigate to the Program Files| QlikView | Examples | Documents folder and double-click the Executive Dashboard.qvw to open it.
  2. Select the seventh tab: Expenses.
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