Pre-filtering QlikView data

When sourcing data for Metrics, Reports, External Reports, Dimensions and Datasets from QlikView, you can pre-filter data before fetching it. This function allows focusing on the slice of data that you really need and exclude those values that are currently irrelevant for you and your research.

PREREQUISITES:

Establish Connectivity to QlikView

Sample of a QlikView Dashboard

Most of the data displayed on the QlikView Objects can be filtered by the offered criteria.

On the example below, all available filters are located to the right of the graph. The given example allows modifying the View by including or excluding values from the following filters:

  • Country
  • Channel
  • Product Category
  • Date

1. Define a Source element (Object) for Data Collection

Start off by creating an element. Once you get to the process of Data Collection, define the following:

  1. Data Source: This is an entity that connects QlikView and Metric Insights. For more information, see: Establish Connectivity to QlikView
  2. Object: Click Select Object  to open the pop-up with the list of available Reports.
  3. Each item in the list is represented as the path (hierarchy) to the respective object in QlikView. Find the object in the list.
    • ID next to the Report Reference: Note that each item in the list has its code next to its path. Each object in QlikView has such ID. To see the ID of a particular object, go to the Qlik server, right click it and choose Properties from the opened context menu. The pop up listing object details opens and the ID can be found in its header.
  4. If you do not see the required item, try refreshing the list by clicking the Refresh icon at the upper right corner of the pop-up.
  5. Alternatively, rather than choosing an Object from the list in the pop-up, you can manually add Object reference as follows:
 [Application name]&object=[Sheet name]&object=[Object name]

2. Adding QlikView Filters to Metric Insights

When creating a Metric / Report / External Report fetched from QlikView, after you define the Object that should serve as a Data Source, you may pre-filter information that is going to be fetched.

To do that, click [+ Qlik Filter]. Next, you can choose whether you are going to define filters manually or via the existing Dimension Values. For instructions on creating a Dimension sourced from QlikView see:

NOTE: Examples given below are taken from the QlikView Objects shown at the top of the page.

2.1. Enter Manually

  1. Qlik Filter Name: Define the name of the filter from QlikView
  2. Qlik Filter Alias: Define the object ID as shown in Step 1. This ID will map Metric Insights filters with QlikView.
  3. Filter Values: choose 'Enter Manually'
  4. Click [+ Add Value] and in the opened pop-up manually type in the name of the filter, for example, "corporate sales". Save your entry. All added values should appear in the Values list.
  5. Save your entries.

2.2. Using Dimension Values

If you have already used Qlik filters to create Dimensions in Metric Insights, you can quickly choose which Dimension Values you want to use for pre-filtering:

  1. Qlik Filter Name: Define the name of the filter from QlikView.
  2. Qlik Filter Alias: Define the object ID as shown in Step 1. This ID will map Metric Insights filters with QlikView.
  3. Filter Values: choose 'Use Dimension Values'.
  4. Dimension: select a corresponding Dimension from the drop-down list and all its Dimension Values are going to be loaded to the Values list automatically. For more details refer to: Create a Dimension with values fetched from QlikView
  5. Save your entry.

3. How do I add filters to a results set from Qlik?

  1. Click the Pencil icon in the filter row to set it up.
  2. When the filter is added, you can use it for "All Values", "Only Selected Values" or ignore it.

4. Deleting Filters

To delete some of the added filters: (1) click the Filter icon in the Object field and (2) choose the unnecessary filters. click the Trashbin icon in the respective row.

NOTE: Once filters are added to Metric / Report or External Report for the first time, they are going to be automatically added to all new respective elements of the same Data Source.

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