Once you’ve installed Qlik Sense on your computer, you can sign in and start using the software. In this video, learn how to sign in and tour the program’s user interface.
- [Instructor] Once you have a version of Qlik Sense that you can use, you will sign in and start using the software. In this movie I will show you have to sign in and give you a tour of the program's interface. I have run Qlik Sense Desktop and because I have a Qlik Account I can log in using it. If I didn't have an account I could click register and sign in from there. So I'll click log in with Qlik Account and we'll see the log in screen.
Here you can enter your username and your password. I'll go ahead and do that and I will check remember password because this is a private computer and I'll click log in. I have successfully logged in and I see the desktop hub. In the hub I see all of the apps that I have created and as I mentioned elsewhere in this course, because of the way that Qlik Sense allows or disallows sharing, you'll see a different set of files when you open up.
Instead you'll be creating connections to the source data files and creating the objects you want so you can follow along, but here is what I have at the moment. If you use Qlik Sense in the cloud you might not see any already created sample applications such as Consumer Sales, Executive Dashboard, or Helpdesk Management. I have everything listed in grid view. If I wanted to show them in list view I could click the list view button here, and I would see a different version.
At the top we have sample files with descriptions of what they contain and as you scroll down you can see other files that I have created. I'll switch back to grid view. You can also change the sort order, going in descending or ascending order, alphabetically. If you want to delete an app, you can right click it and click delete. You can also open it without data, just so you can see the structure. From here you can open an existing app.
I'll open one of the sample applications and I'll do Executive Dashboard. So I'll click the body there, and after a moment the Executive Dashboard app will appear. Once you're viewing an app you will see a number of sheets within there. So you have KPI Dashboard, Sales Analysis, and Account Receivable. You can also create a new sheet if you want. If you want to edit the properties of a particular app you can click the edit button.
And that allows you to change the title and the description. Click the green check or stop editing button when you are done. And you can also change your app options and those include the appearance. Whether you want different themes or not, also the background color, font color, and so on. I usually prefer to stay with the default settings, so I'll click the close app options button to go back to where we were. To open a sheet or display it you can click the body of the sheet.
So I'll click the KPI Dashboard sheet, and it appears here. And you see that we have a number of measures. Expenses versus target, revenue versus last year revenue and so on. If there are multiple sheets within an app, then you can navigate between the sheets. As you can see at the top right corner we have navigation buttons. We have next sheet and this is the previous sheet button. Although it's grayed out, not active so we don't see a tool tip. If you want to navigate to the next sheet, click the next sheet button and it appears.
You can do that again. Now we're to the end of the sheets, so the next sheet button is not active, but the previous sheet button is. So I'll click there and go back. If you want to edit a sheet that is the sheet that you're on, you can click the edit button and now you're able to work with the objects or charts for visualizations within your sheet. And that is the subject of the rest of the course.
When you're done, click the done button and you're back at the sheet. If you made any changes you can click the save button to save them or press Control + S. And to close the app go ahead and click the close button on the tab bar. If you have unsaved changes you will see a warning box there, but if not you'll go back to the Qlik Sense Desktop hub and have access to all of your applications.
- Navigating the Qlik Sense user interface
- Managing data sources and tables
- Creating an app from a data source
- Managing Qlik Sense sheets
- Exporting Qlik Sense data to Excel
- Creating bar, line, pie, and scatter plot charts
- Creating charts, text, and images for dashboards
- Creating and manipulating PivotTables
- Sorting and filtering chart and table data