Set Analysis and Set Expressions in Qlik Sense

Last updated on Oct 01 2022
Debodeep Mukherjee

Table of Contents

Set Analysis and Set Expressions in Qlik Sense

Set Analysis may be a very useful feature given in Qlik Sense that permits users to match sets of knowledge within a document. In set analysis, you’ll select a group of knowledge values (selections applied or not applied) and make it static. meaning a specific data set chosen for set analysis won’t be related to other sheet objects and not change with any selections made. Thus, it becomes static. Although, before making a visualization dataset static, there must be a group expression applied to the values within the data set. All the values are going to be evaluated as instructed by the set expression and therefore the results of that calculation is displayed on the static set analysis box.

Thus, the set expression defines the set of field values and when these defined field values are evaluated consistent with the set expression, then it’s called set analysis. we’ve a separate tutorial explaining set analysis you’ll go and check to know this idea better.

  1. Set Expression syntax

The syntax of the set expression is explained here within the backus-naur form.

  1. set_expression ::= {set_entity { set_operator set_entity }}
  2. set_entity ::= set_identifier [ set_modifier ]
  3. set_identifier ::= 1 | $ | $N | $_N | bookmark_id |bookmark_name
  4. set_operator ::= + | – | * | /
  5. set_modifier ::= < field_selection {, field_selection } >
  6. field_selection ::= field_name [ = | += | –= | *= | /= ] element_set_expression
  7. element_set_expression ::= element_set { set_operator element_set }
  8. element_set ::= [ field_name ] | { element_list } | element_function
  9. element_list ::= element { , element }
  10. element_function ::= ( P | E ) ( [ set_expression ] [ field_name ] )
  11. element ::= field_value | ” search_mask “

There are two syntax rules while writing a group expression are the set expression should be an aggregation function (Sum, Max, Min , Count, Avg etc.). and therefore the second rule is that a group expression must be enclosed in curved brackets {}. for instance , the expression Sum({$} Sales ), the expression {$} is that the set expression. a group expression is formed from three parts; Identifier, Operator and Modifier.

Set modifiers

Set modifiers are used once you want to vary or modify an existing state of selections during a set. you’ll write such modifications within the set expressions in several ways. While writing a modification during a set expression, the sector name is given in brackets and therefore the selections which must be made thereon field is given in {} brackets. for instance , Year={2017,2018},Region={US}> or .

Set modifiers are written in several ways, like some supported the values of another field, supported element sets, or forced exclusion.

Introduction to Filter Pane in Qlik Sense

Exploring data through making selections and searches is that the best of all. It allows you to gain deeper and fresh insights into data which you would possibly otherwise miss on a visually represented data. In Qlik Sense, the simplest thanks to delve into data is by creating a Filter Pane visualization. Filter Pane may be a simple way of displaying data dimensions and their values during a list form. you’ll see all the values within a dimension within the filter pane residing on a sheet and make selections as per your requirement. allow us to see how a filter pane is made and managed within the following sections.

How to Create Filter Pane in Qlik Sense?

In order to make the filter pane in Qlik Sense, follow the steps given below,

  • Open the Editor within the sheet (from Edit option) you would like to feature a filter pane in.
  • Go to the Assets Panel on the left of the editor and choose Charts option.
  • Select Filter Pane from the list of charts given. Drag and drop it on the middle grid or editing section.

Do you realize Qlik Sense Text and Image Visualizations

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Selection of Filter Pane in Qlik Sense

  • Now from the explore menu given on the proper of the editor, add dimensions to be displayed within the filter pane from Add Dimension option.
  • You can add as many dimensions as you would like using the Add Dimension option.
  • Also, you’ll the type criterion and appearance settings from the properties/exploration menu.
  • Adjust the filter pane consistent with the planning and available space on your sheet.
  • Click on Done and therefore the final filter pane will appear on the sheet where you’ll make selections and searches.

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Final Filter Pane in Qlik Sense

Let’s learn more about Qlik Sense Gauge Chart

Qlik Sense Filter Pane

Imagine, that there’s a whiteboard and it’s having many black dots spread thereon . are you able to make anything out of this information? Well, it makes no sense. But, if one takes a pen and starts connecting the dots during a certain way, soon you’ll see some shape, some structure or pattern on the board. The dots are not any more a vague and meaningless piece lying on the board. Rather it’s contributing to creating a shape or a pattern.

Similarly, data files or data tables are like dots on the board. the info tables contain a lot of data values in them which is analyzed by the analyst in some context and is then called information. So, what makes mere values of knowledge , valuable bits of information? it’s the context given thereto by associations and relations that are formed between different data tables and fields, a bit like connecting the dots.

Due to these associations existing between relevant data fields and values, an outlined set of knowledge are often examined by making selections within the right ways. And to form selections and understand the entire story behind a knowledge set, filter panes are used.

Properties of Filter Pane in Qlik Sense

In the exploration menu or properties menu, you get three sections,

  • Data
  • Sorting
  • Appearance

You can configure the filter pane consistent with your needs from these sections.

Let’s take a tour to Qlik Sense Box Plot

  1. Data Section

In this section, you’ll add dimensions to be displayed within the filter pane by Add Dimensions option. you’ll rearrange the order of appearance of the size within the table by switching the positions of the sector names during this section. the sector name on top displays first within the filter pane.

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Data Section in Filter Pane

  1. Sorting Section

In this section, we will sort the size internally on a special basis like sort by the expression, sort by frequency, sort numerically and type alphabetically each either ascending or descending.

Have a glance at Qlik Sense Treemap Visualization

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Sorting Section in Filter Pane

  1. Appearance Section

The appearance details of the filter pane you’ll select options to point out Title, Subtitle, Footnote and other details like descriptions, measures, and dimensions.

Do you realize Qlik Sense Color Functions

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Appearance Section in Filter Pane

Advantages and Limitations of Filter Pane

Much like every other object filter pane even have both advantages and limitations. One major advantage and significance of filter panes is that we will make selections, and may analyze data. It also follows the colour schemes for selections and associations which makes studying data and relationship between data values convenient for the user. Its disadvantage lies in handling and managing data when dimensions have an outsized amount of knowledge .

Qlik Sense Histogram

A histogram also referred to as frequency plot distributes the dimension points over a particular range of intervals and displays the frequency of every bin or bar within the distribution. this provides endless range of values placed at equidistant intervals. Each equidistant interval is understood as a bin like which frequency is shown for the info values of the dimension used. On the y-axis, the frequency is shown. to form a histogram, just one numeric dimension is required. employing a histogram, you’ll analyze in what range of intervals or bins most data is concentrated or during which bins it’s minimal. This proves to be very useful once you want to research the performance of an entity or behavior of knowledge over time because it shows the frequency of knowledge on a distributed interval patch.

Have a glance at Qlik Sense Text and Image Visualization

You can easily create a histogram in Qlik Sense. subsequent section discusses the way to create a Qlik Sense Histogram.

One evident advantage of a histogram in Qlik Sense is that it helps in analyzing large sets of knowledge because it presents an summary by displaying the distribution and frequency patterns of the whole data. However, this also results in a serious disadvantage of using the histogram, which is that it doesn’t provide an in depth account or visual of the info but gives a summary of knowledge using just one dimension. as an example , if you’ve got a histogram made for product quantities in sales and you furthermore may want to understand which item corresponds thereto quantity, the histogram is unable to serve that purpose.

Create Qlik Sense Histogram

Before we start with learning the way to create a histogram allow us to first consider a situation, supported which we’ll create the histogram. Suppose we’ve data of sales of a store. we would like to make the histogram in order that we will see the pattern or distribution of sales quantity (number of units sold).

  • Go to the Edit option within the sheet toolbar.
  • Select Charts from the Assets Panel then drag and drop Histogram option on the middle editing grid.
  • Click on the Add field option and choose a field (numeric) from the list that appears. we’ve selected the sector Product_quantity because we would like to make a distribution plot for sales quantity.

Do you realize Qlik Sense Gauge Chart

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Add Field Option in Qlik Sense Histogram

  • If you’re okay with the way software’s logic has found out the bin intervals or bar width then you’ll click on Done and obtain the ultimate histogram displayed on your sheet. But, if not, you’ll customize some settings like bar width, bar color, x and y-axis value point positions etc.

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Qlik Sense Histogram

As you’ll see within the final histogram made, the amount of units (quantity of product) is distributed over a variety of 10 to 90 on the x-axis with each bin being 10 units wide. On the y-axis, the frequency count interval is calculated automatically by the software using the Sturge’s formula.

Let’s revise Qlik Sense Box Plot

Another example might be of a creating a histogram to ascertain the distribution of average temperature recorded during a city in 24 hours.

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Qlik Sense Histogram Example

As are often seen within the image, the histogram has bar width of 5 degree Centigrade and upon analyzing the info distribution of this frequency plot, it are often inferred that the majority of the times the temperature stayed between -5 to fifteen degrees.

 

Properties Panel in Histogram

The properties panel of the histogram has four main sections.

  1. Data

From the info section, you’ll add fields to be utilized in the histogram. The histogram is formed using just one numeric field but if you would like to feature another, you’ll roll in the hay using the Add alternative option which adds an alternate field which shows only the user chooses to. Also, from this section, you’ll apply an expression or function on the sector and add a label thereto .

Know more about Qlik Sense Treemap Visualization

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Data in Histogram

  1. Histogram Settings

The bar width is configured from this section. it’s wiped out two ways, if you allow the Bar toggle on, then the system will use Sturge’s formula to calculate the bin or bar width and make the histogram accordingly. But, if you switch the toggle off, then it switches to the custom mode, where you’ll select the bar width or the utmost number of bars that you simply would really like to possess within the histogram.

Have a glance at Qlik Sense Color Functions

Qlik Sense Histogram Setting

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Setting in Qlik Sense Histogram

  1. Add-ons

In the Add-ons section, you’ll enter a condition expression on the info under data handling section or add reference lines within the visualization.

Let’s take a tour to Qlik Sense Line Chart

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Add-ons in Histogram

  1. Appearance

Through the looks section, we will show/hide titles and details. Manage the presentation details and choose the colour of bars. Also, you’ll set the position, scale and range of the x and y-axis of the histogram.

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Appearance in Qlik Sense Histogram

Read more about Qlik Sense Scatter Plot

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The histogram in Qlik Sense – Appearance

So, this brings us to the end of blog. This Tecklearn ‘Set Analysis and Set Expressions in Qlik Sense’ blog helps you with commonly asked questions if you are looking out for a job in Qlik Sense BI. If you wish to learn Qlik Sense and build a career in Business Intelligence domain, then check out our interactive, Qlik Sense Certification Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

https://www.tecklearn.com/course/qlik-sense-certification-training/

Qlik Sense Certification Training

About the Course

Qlik Sense is a revolutionary Business Analytics tool to come from the Qlik stables. It provides powerful self-service analytics that are readily deployable through interactive and personalized dashboards, data visualization techniques and insightful reports. By the end of this Qlik Sense online training, you will be able to perform key skills of the self-service BI tool – Qlik Sense, such as self-service analytics, write data load scripts, data discovery, create dashboards, develop and share apps, create reports, and design and build data visualizations. All these skills will enable you to clear the Qlik Sense certification exam.

Why should you take Qlik Sense Training?

  • The average annual pay for a Qlik Sense Professional is $101,871. -Indeed.com.
  • HSBC, Alstom, Chrysler, Citibank, Accenture and many other MNC’s worldwide use Qlik Sense BI and it has a market share of around 5% globally.
  • By the end of 2020, the market is expected to touch USD 22.8 billion as modern BI and analytics continue to expand more rapidly, Gartner said in a report.

What you will Learn in this Course?

Introduction and Installation of Qlik Sense

  • Need for self-service Business Intelligence/Business Analytics
  • Installation of Qlik Sense and Qlik Sense Desktop

Qlik Sense Features

  • Qlik Data indexing engine
  • Data dimensions relationships
  • Types of Data Loading
  • Types of Concatenation

Data Modelling

  • Qlik Sense data architecture
  • Understanding QVD layer
  • Converting QlikView files to Qlik Sense files
  • Incremental Load
  • Scripting
  • Create Master Calendar

Advance Data Modelling

  • Qualify and unqualify
  • Joins
  • Keep
  • Cross Table
  • Let Vs Set
  • Calendar Table Creation

Qlik Sense Enterprise

  • Various Functions
  • Create QVD Files
  • Read Data for QVD Files
  • Create QVD’s
  • Create Tier 2 Qlik Sense App

Data Visualization

  • Expressions
  • Variables
  • Extensions
  • Data Visualization

Set Analysis

  • Set analysis in Qlik Sense
  • Use set expression like identifiers, operators, modifiers and comparative analysis

Advance Set Analysis

  • Deploy comparison sets and perform point-in-time analysis

Qlik Sense Storytelling

  • Storytelling feature of Qlik Sense
  • Create a story and playback the story

Qlik Sense Visualization

  • Qlik Sense Charts
  • Advanced Charts
  • Creating Dashboards
  • Real Life Examples

Security

  • Security aspects of Qlik Sense
  • Security rules

Got a question for us? Please mention it in the comments section and we will get back to you.

 

 

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