QlikView for Finance by Blackwood B. Diane

Author:Blackwood, B. Diane
Language: eng
Format: epub
Publisher: Packt Publishing
Published: 2015-09-28T16:00:00+00:00

Note

Actually, the Age Profile chart is related to accounts receivable aging, and you can see the full object on the AR Analysis tab that we will analyze in a later chapter.

If we click on A in our new container, the chart image is replaced by a giant picture of the word QlikView, which is so big that only part of the image can be seen. If we now click on the Age Profile button in our new container, the display returns to the pie chart. If we click on the Age Profile key or an area in the pie chart in our new container, the pie chart goes to the first key color displaying a single circle, and the one key item selected now changes to 100%. Too bad there isn't an easy way to change the pie chart to retain the key and key color change when selected. Perhaps, we could use something like alternating visibility charts, such as the ones used on the KPIs tab. We leave that exercise to you. Interestingly, nothing on the AR Analysis tab seems linked to this chart but, by adding the Age Profile chart to the Sales Analysis tab, we can filter data in both straight tables readily visible in the top half of the screen. Also, clicking on the pie chart a second time returns it to the original multi-slice display.

If we navigate to the Customer Profitability straight table and click on the customer, J.S. Lee Associates, our display changes, and J.S. Lee Associates now shows up in the multi box for Customer. Also, the pie chart in Aging Profile switches to show two keys that tell us that this customer has accounts receivable falling into two categories, current and between 1 and 30 days past due. That is very interesting information, but we might be better served if we created a new tab for Customer Profitability, where we could investigate this kind of information without interfering with Sales Analysis.

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