Create a Dataset sourced from Qlik Sense

This introductory article describes how to define the basic settings for a Dataset that is sourced from Qlik Sense.

PREREQUISITES:

  • Data Source: Metric Insights must have a working data source connection to Qlik Sense. If you have not yet configured a data source connection, see Establish Connectivity to Qlik Sense

1. Access New > Datasets > Create New

2. [Info tab] Define the basics

  1. Measured: select the measurement interval that applies to the level of aggregation that you want in your result set.
  2. Collecting is: new Datasets are always disabled by default to make sure that you can take time to configure them properly before enabling. This setting is duplicated at the top of the screen.
  3. Name: provide a unique name for your Dataset. Preferably, the Dataset name should explain what kind of data it contains.
  4. Description: optional (defaults to 'Name')
  5. Place your Dataset in an existing Category or create a new one using '+' sign at right.

Move to the Data tab to define Qlik Sense as the source of data and how often it should be updated.

3. [Data tab] Configure data collection

  1. Data Source: Select the Qlik Sense plug-in serving as a Data Source for this Dataset. For more info, see: Establish Connectivity to QlikView Server
  2. Set the Data Collection Trigger which is going to initiate updating information. If there is no option matching your requirements, scroll down to the bottom of the drop-down list and click Add New Data Collection Trigger.
  3. Select the Qlik Sense Object from the drop-down list.

3.1. QlikView Filters

Tableau Filters

By default, all filters are set to 'Ignore Filter'. To change this setting:

  1. Select [Manage Filters] and the Qlik Sense Filters pop-up opens
  2. Either Toggle to auto-load the filters from Qlik Sense, or [+ Filter] to add Filters manually. Example here is to Retrieve Filter Names automatically

If you need more information on using Qlik Sense filters see Pre-filtering Qlik Sense data (5.6+)

3.2. Plugin Command: [Option 1] Visual Editor

Plugin Command: [Option 1] Visual Editor
  1. In the Plugin command box choose the Visual Editor option.
  2. Click Modify Columns
  3. The QlikView Query Builder pop-up opens
  4. Select the parameters you would like to include to your Plugin command
  5. Save your selections

3.3. Plugin Command: [Option 2] Manual Entry

  1. In the Plugin command box choose the Command option
  2. Write your command

4. Validate your statement

If you constructed the command via the Visual Editor, the command is going to be automatically validated after you Save your selection of parameters.

  1. If you entered the command manually, click Validate below the text box to verify that your SQL statement is valid.
  2. If the statement is valid, a Validation Rows Preview section pops-up at the bottom of the screen. You can also open it by clicking Show validation rows under the SQL Statement box.

5. Enable and Publish/View

6. Review the Result

What would you like to do next?

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