While working on Release 5.0.5, Metric Insights team mainly focused on improving Datasets, which represents a major system transformation for enhancing security, data analysis, and streamlining the process of building system elements and entities. This article covers:
- Improvements to Datasets:
- [Qlik Sense Plugin] Embedding Qlik Sense Visualization into a regular Report
- Bugs Fixed
- Known Issues
Derived fields: An ability to include arithmetic field to a Dataset view
The ability to add Derived fields to the Dataset's Results has been added to the Dataset Viewer. To add a new Derived field, in the Select Fields section select the [+ Derived field] button.
Derived fields include values that do not exist in a Data Source itself but are calculated from one or more existing numeric fields via basic arithmetic expressions and non-aggregate numeric functions.
- Formulas: You can preview the formula used for a Derived field by hovering over the respective field in the Select Fields check list. To see the list of available mathematical expressions, see: Expression Syntax for Derived Fields Formulas
- Dataset Views: Derived fields are created and assigned to a specific Dataset View but can be duplicated together with this View.
- Filter Criteria: Derived fields are supported in filter criteria the same way as regular dataset source fields.
- Comparing Instances: Derived fields are applicable both for single instances and in case of comparing instances of snapshot Datasets: in this case the system offers an ability to include current and prior variables to the mathematical formula (as shown in the Example Use Case below). For more details refer to: Using Derived Fields when Comparing Instances
For more details refer to: Derived fields for Data Processing (Overview / Create / Aggregate)
Video Tutorial for Derived Fields
Separate Filters for "Changed" and "New" / "Removed"
You can now apply different set of filters to the rows that are Changed and to those which are New or Removed.
- In the example above we defined the following filters:
- For Changed rows: only rows where Country = 'Canada'
- For New/Removed rows: where Name = '101-Bottle Wrought Iron Wine Jail'
- Apply Changes to update the Results set
- In the Results set, only requested rows have been fetched.
For detailed information on filters used for comparing instances, refer to: Applying Filters when comparing "Last two Instances"
Comparing Dataset dates to Snapshot (historical) dates
In Versions prior to 5.0.5 date comparisons could be performed to a constant or if there is more than one date field in a Data Source - to other date fields.
In version 5.0.5 a new comparison option has been added - snapshot date. Snapshot date is the date when the Dataset has been collected or updated.
Datasets may be:
- Single Instance: show only when the Dataset has been collected (as shown in the picture below)
- Multi-Instance (Snapshot dataset): keeps history of Data updates.
User can filter on a date field by comparing the field to the dataset effective date for a single instance or multi-instance dataset.
For more information on Dataset Viewer capabilities, refer to: Dataset Viewer
Streamline process for creating a Dimension from a Dataset
Creating a Dimension from a Dataset Viewer takes just few click now:
- In the upper right corner of the screen click Actions > New Dimension. A pop-up opens.
- Name: provide a unique and descriptive value
- Key / Display Value Column: These drop-down lists contain all text fields, sourced from a Dataset's Data Source.
Upon Saving entries in this pop-up, Metric Insights automatically collects Dimension Values (unique values in the fields selected from the Key / Display Value Column drop-down lists).
NOTE: To limit the number (or scope) of Dimension Values collected from a Dataset, first apply filters to a field containing them.
For more details refer to: Create a Dimension with values sourced from a Dataset View
Sourcing Reports from "Existing Datasets - SQL"
- A new Data Source gas been added to the Report Editors. All Datasets created in the system are saved as SQL tables. This functionality helps building Reports that span multiple Datasets.
- In order to grant Power users access to this feature (create reports from "Existing Datasets - SQL" Data Source), a new Privilege has been added to User and Group Editors: Create Content Using Datasets.
For more details refer to: Source a Report from "Existing Datasets - SQL"
[Qlik Sense] Embedding Qlik Sense Visualization into a regular Report
In versions prior to 5.0.5 we offered an ability to include external charts using links to other objects with an ability to adjust width and height of External Image. In this new Version we have extended this functionality and it is now possible to combine internal Report and Qlik sense Visualizations in one Viewer. When configured with Bursts or Alerts, these mixed data can be delivered to users by email.
For more information, refer to: Add Qlik Sense Visualization to a regular Report
- The See Related drop-down list positioned above the Chart and Drill to component metric in the Viewer were being populated by elements with a wrong dimension.
- In the Metric Viewer > Summary Window, the "Linked Reports" URL referenced an External Report for Metrics/Multi-Metrics.
Multi-Metrics in PDF: When Multi-Metrics (both chart and data) were downloaded as PDF files, columns exceeded file PDF width. This never was a problem for CSV or XLXS.
Alerting: Text of the composite Alert that included "Recent volatility levels" Alert was incorrect.
Supported Browsers: Tile titles were not displayed correctly in the Edge browser.
Beckon Plugin: An error occures on image capture
- When QlikView Server uses NTFS auth, object list cannot be refreshed.
- When attempting to update the Reports list in the Plugin Editor (and the list is empty on a server), UI surfaces no changes / errors.