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The ways of adding data to your Qlik Sense application

This post covers the basics of navigation and selection for getting data into your Qlik Sense application.  More information about each option will be detailed in upcoming posts.

When you are working with a new app to which data has not yet been loaded, with the app open you can use the “Add data” or “Data load editor” icons shown below the app title area to initiate a data load.

Use the “Add data” icon to add data from a file, database, or Qlik DataMarket using the Quick Data Load (QDL) wizard.
Use the “Data load editor” (DLE) to load data from files or databases, and perform data transformation with data load scripts.
qliksense_newapp_adddata_dataloadeditor

If your app already has data, the area below the app title area will contain existing Sheets, Bookmarks, and Stories.  But you will still be able to access the QDL and the DLE.

For the QDL wizard, you can access it from the Global Menu, and select the “Add data” menu item.
qliksense_globalmenu_adddata

For the DLE, you can access it from the Navigation menu, and select the “Data load editor” menu item.
qliksense_navigationmenu_dataloadeditor

More details about what comes next will be in upcoming posts.

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Qlik Sense Desktop Hub Overview

When you start Qlik Sense, it will open to the “hub” page. And you may also see a “Welcome…” dialog window.

qliksensedesktopwelcomedialog From the “Welcome …” window, you may click the “Create a new App” button to start the process of creating a new app, or click the “x” in the top-right to close the window.

Optionally, you may uncheck the “Show this dialog at startup” checkbox before closing it, if you do not want to show this window on each startup of Qlik Sense.  If this was unchecked previously, then this Welcome dialog would not have appeared.

Once you have closed the Welcome dialog, you  will then be in the main hub interface. Let’s take a look at it.

qliksensedesktophubinterface

At the top left, you will see the Global Menu. From this menu you can access Help and About, and also access the Dev Hub.  The Global Menu expanded is shown below.

qliksenseglobalmenu

Below the Global Menu is the Apps area.  Here you will see the applications that have been created and saved.

At the bottom of the page, you will see a “Getting started…” button.  Clicking here will bring you to a Qlik Sense support page containing information and resources to help you get started with Qlik Sense.

To the right in the main area of the window, there is a “Create new app” button which you will use when you need to create a new app.

Then, there is an icon for sorting the apps alphabetically – ascending or descending.  Then, another pair of icons for organizing the display of the apps – either in grid format or in list format.

Above that (top-right), you will find the icon for Qlik Cloud, and another icon for Search.

How to load data from multiple Excel files with similar but different names and varying number of sheets in QlikView

This post describes a scenario for loading data into QlikView from multiple Excel files with similar but different names and a different number of tabs.

Let’s say you need to load multiple Excel files containing information about orders into your QlikView application.  These files have different names, and each file may have a different amount of sheets.

For example, you may have several files with Order information from different sources for multiple dates such as:

CallCenter_Orders_20150312.xlsx
InStore_Orders_20150311.xlsx
SalesRep_Orders_20150312.xlsx
SalesRep_Orders_20150311.xlsx

Let’s say each file has one or more sheets representing regions/divisions – West, Mid-West, North East, and South.  Some files may have all 4 region/division sheets, while others may have just one region sheet.

This script is one possible way of loading this data in QlikView using a single script. With some adjustments, this script may also work for Qlik Sense, but I did not test exactly what changes would be needed.

//-----------------------------------------------
// set the errormode so that your script will not fail when one or more of
// the 4 sheets is not found in any particular file
 SET ErrorMode = 0;
OrdersFileData:
 LOAD [CustomerID]  as [Customer ID],
 [OrderID           as [Order Number],
 [OrderDate]        as [Order Date],
 [ShipDate]         as [Ship Date],
 [Notes]            as [Order Notes],
 [Turn around days] as [Turnaround Days],
 'WEST'             as [Division] //identify region/division on all records
 FROM [..\Data\Text Files\*Orders*.xlsx] //wildcard allows load from all
                                         //xlsx files with “Orders” in the name
 (ooxml, embedded labels, table is WEST);  //load from the West sheet
CONCATENATE (OrdersFileData) //append data from Midwest sheet from all files
 LOAD [CustomerID]  as [Customer ID],
 [OrderID]          as [Order Number],
 [OrderDate]        as [Order Date],
 [ShipDate]         as [Ship Date],
 [Notes]            as [Order Notes],
 [Turn around days] as [Turnaround Days],
 'MIDWEST'          as [Division]
 FROM [..\Data\Text Files\*Orders*.xlsx]
 (ooxml, embedded labels, table is MIDWEST);
CONCATENATE (OrdersFileData) //append data from Northeast sheet from all files
 LOAD [CustomerID] as [Customer ID],
 [OrderID] as [Order Number],
 [OrderDate] as [Order Date],
 [ShipDate] as [Ship Date],
 [Notes] as [Order Notes],
 [Turn around days] as [Turnaround Days],
 'NORTHEAST' as [Division]
 FROM [..\Data\Text Files\*Orders*.xlsx]
 (ooxml, embedded labels, table is NORTHEAST);
CONCATENATE (OrdersFileData) //append data from South sheet from all files
 LOAD [CustomerID] as [Customer ID],
 [OrderID] as [Order Number],
 [OrderDate] as [Order Date],
 [ShipDate] as [Ship Date],
 [Notes] as [Order Notes],
 [Turn around days] as [Turnaround Days],
 'SOUTH' as [Division]
 FROM [..\Data\Text Files\*Orders*.xlsx]
 (ooxml, embedded labels, table is SOUTH);

STORE OrdersFileData into ..\Data\QVDs\OrdersData.QVD; // if loading to QVD 
DROP Table OrdersFileData; //if loading to QVD and not needed in memory
//-----------------------------------------------

Installing Qlik Sense 3.0 Desktop

This post will guide you through the steps for installing Qlik Sense 3.0 Desktop.

Visit this link to get information on installation requirements and steps:
Installing Qlik Sense Desktop Information

You will get to information such as that shown in the screenshot below …
QlikSense_Installation_installresourceslinks

Click on “System requirements” and “Browser support” to get information on system and browser requirements before starting the installation.  System requirements will show operating system, processor, memory and disk space requirements among other things. And browser support will specify the browsers required for each supported OS.

QlikSense_Installation_systemreqs
Click on “Obtaining the setup file” to access the installation file

QlikSense_Installation_downloadlink
Click “Download Qlik Sense Desktop”

QlikSense_Installation_FREEDOWNLOAD
Click the FREE DOWNLOAD button

QlikSense_Installation_downloading
After the download is complete, navigate to the folder where you saved the file.

QlikSense_Installation_runinstall
Run the setup executable (Qlik_Sense_Desktop_setup.exe) by double-clicking on it.  In some cases, it is best to right-click on the setup executable, and “Run as administrator”.

QlikSense_Installation_dotnetframework
Click on “Accept and Install” to acknowledge that Microsoft .NET Framework will be installed and continue to installation process.

QlikSense_Installation_install
Close all other applications, and click Install.

QlikSense_Installation_license
Accept the license agreement and click Next.

QlikSense_Installation_shortcuts
If desired, check “Create desktop shortcuts”.  Click Install.

QlikSense_Installation_complete
The installation is complete.  Click Finish.

QlikSense_Installation_windowsmenu             QlikSense_Installation_desktopicon
Either from the Windows menu or from the desktop icon, launch Qlik Sense.

QlikSense_Installation_launch
You are ready to start using Qlik Sense 3.0.  It’s that simple.

If you get an error message that reads … “An error occurred.  The service did not respond or could not process the request.” … then read the article on this site that addresses that issue to see how to resolve.

Qlik Sense Error on startup – The service did not respond or could not process the request

If you start the desktop version of Qlik Sense and get the following error message, this post might be helpful in resolving.

QlikSense_ServiceDidNotRespond_Loopback
An error occurred.  The service did not respond or could not process the request.

I ran into this error.  After doing a few searches to try to find the reason for this error, it turns out that this was a result of not having internet connectivity, and Qlik Sense 3.0 requires network connectivity.

To resolve, you can try again once you are somewhere that you have an internet/network connection, or you can create a loopback adapter, which will make Qlik Sense always have a network to connect to.

The following steps through how to install the loopback adapter on Windows 7.

Click the Windows Start icon, and type hdwwiz into the Search box.
QlikSense_ServiceDidNotRespond_Loopback_RunAddHardware

The wizard opens with the Add Hardware dialog …
QlikSense_ServiceDidNotRespond_Loopback_Welcome
Click Next.

QlikSense_ServiceDidNotRespond_Loopback_select
Select “Install the hardware …” option, and click Next

QlikSense_ServiceDidNotRespond_Loopback_networkadapters
Select “Network adapters” and click Next.

QlikSense_ServiceDidNotRespond_Loopback_msloopbackadapter
Select Microsoft (on the left), and then select Microsoft Loopback Adapter (on the right), and then click Next.

QlikSense_ServiceDidNotRespond_Loopback_install
Click Next

QlikSense_ServiceDidNotRespond_Loopback_install_complete
Click Finish.  After installing, Qlik Sense should launch without a problem.

QlikSense_ServiceDidNotRespond_Loopback_QSLaunch

QlikView vs. Qlik Sense

What is the difference between QlikView and Qlik Sense?  QlikView and Qlik Sense are both business intelligence platforms from the same company (Qlik), but are different products. Qlik Sense is not just a new version or release of QlikView.

The below table shows the differences and similarities between the 2 products:

QlikView Qlik Sense
First version released in 1996 First version released in 2014

Data Discovery

Same analysis/calculation engine – scripts and formulas will mostly work between the 2 platforms

Same green-gray-white (included-excluded) functionality

Both products/platforms will be enhanced and supported for the foreseeable future

Guided Analytics – drill-down and drill-through

Self-service data analytics and visualization

Dashboards and analytics/reports built by developers and pre-canned and configured for flexible user interaction Metadata for reporting developed by developers, and users create analytics
Users typically do not have the ability to create new analysis, but use the various features built to slice and dice the data. Users slice and dice the data in any creative manner that they see fit.
Open APIs allow for embedding Qlik Sense into website and other applications, and also for extending the application.
Cutting edge web interface – Responsive web interface – adapt to different screen sizes – from PC to tablet to phones – on any HTML5-compatible browser
Collaboration and story telling
Extensive Pixel-perfect formatting options

Which is better?  It depends.

If you have a user base and business needs that require answers to specific questions, without the need for user self-service BI, then QlikView is a good option.  Also, for very high control over all features of the visualizations you create, QlikView is the better choice.

However, if you have a sophisticated user base that desires to create their own analyses and business needs are more toward data discovery, then Qlik Sense is a good option.  Also, if you plan to or would like to make analytics available on all kinds of devices, then Qlik Sense is the way to go due to the responsive web design interface.

Of course, there will be other factors such as cost, and available resources and skills within the BI Team and supporting teams.  As with any software choice, a full analysis of the options and how they best meet the requirements is needed.

What is Qlik Sense?

Qlik Sense is a business intelligence platform with strengths in self-service usage, data discovery, and visualization.  Qlik Sense is from the same company that develops QlikView, but it is a totally different product. It is not an upgrade to QlikView or a new version of QlikView. However, it provides the core functionality that QlikView offers – such as in-memory storage and processing, the included-excluded/green-white-gray feature, and associative data model; with some additional features and benefits – such as usability, cloud readiness, responsive design, data storytelling, and open APIs.

Qlik Sense is available in 3 editions – desktop (for use on a personal computer for a single-user), enterprise (create and consume via a web interface for the entire enterprise), and cloud (create and consume via web interface on any device while hosted on the Qlik cloud).

You can learn more about Qlik Sense, QlikView, and Qlik (the company that creates these software) by visiting the company’s website at: http://www.qlik.com/.