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Learn QlikView Data Modeling, Visualizations & Expressions for KPI Metrics and Financial Reporting
Updated on Sep, 2026
Business, Business Analytics and Intelligence, Qlikview
Training 5 or more people ?
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This course is a compilation of projects that help in improving our data model skillsets and also front-end visualizations.
This project will benefit stakeholders in automating the KPI Metrics computation. Rather than performing Excel formulas every month to compute all metrics, we can automate this process to reduce the manpower required to generate this KPI Metrics Report.
Having QlikView consolidate all KPI Metrics will ensure all formulas are standardized and agreed upon by all parties to have a common ground when laying out all requirements about the KPI Metrics.
So that when the project is handed over to other personnel, all metrics can be easily identified with proper documentation to reduce any misinterpretation of the logic for all metrics.
Nowadays, there are more and more companies or organizations that are emerging rapidly. Hence, a BI developer with little financial reporting knowledge is preferable and has a high chance of getting employed.
This course here will provide details, starting from scratch till the end product.
Just spend 3 hours going through the course and this will save up a lot of time in developing your project!
You will get to know more about the QlikView load script editor, as we are going to perform all the heavy lifting in the QlikView load editor.
Starting from how to Extract Data, Loading Data using Incremental Load, and also creating loops to iterate the Extract process.
Then begin transformation to match up the requirements for creating Financial Reporting.
And also to create a Master Calendar table for Periodic selections.
You will also get to know how to create QlikView visualizations and expressions, including Set Analysis.
And also how to create buttons.
Lastly, we will go through the Financial report table created, and perform optimization to fine-tune the data model and report table we have created.
The content in this course can be applied in any other industry, not limited to creating Financial Reporting only.
We will be learning some of the basic transformation steps, up till the more advanced scripting techniques, including how to create periodic MTD and YTD tables at the script level.
Check out the detailed breakdown of what’s inside the course
I have been in BI Industry for 7 years. In my past experience, I have being with a Qlik partner organization which helped me in gaining experience on developing some of the Qlik products, namely QlikView, Qlik Sense, and NPrinting. And I would like to share my knowledge as a developer with everyone here. Hopefully you will find my class informative for your learning.
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