The Qlik Sense Training Course is a comprehensive, hands-on program designed to provide participants with the essential knowledge and practical skills required to use Qlik Sense for business intelligence, data analysis, visualization, and dashboard development.
The course covers the complete workflow from connecting to and preparing data through building interactive visualizations, applying data modeling concepts, creating expressions and calculations, and developing effective dashboards and analytical applications. Participants will learn how to transform raw business data into meaningful insights and present information through intuitive, interactive reports.
This course is suitable for professionals who want to use Qlik Sense to support data-driven decision-making, improve reporting processes, and create self-service business intelligence solutions.
Duration 5 Days – 35 hrs.
Objectives
- Understand the fundamentals of Qlik Sense and modern business intelligence.
- Navigate the Qlik Sense environment and understand its major components.
- Connect Qlik Sense to different data sources.
- Load and prepare data for analysis.
- Understand Qlik Sense’s associative data model.
- Create and manage data models.
- Work with dimensions, measures, and master items.
- Develop interactive charts, tables, KPIs, and visualizations.
- Create calculations and expressions using Qlik functions.
- Apply filtering, selections, sorting, and drill-down techniques.
- Build interactive dashboards and analytical applications.
- Apply appropriate visualization and dashboard design principles.
- Work with multiple tables and understand data relationships.
- Use the Data Load Editor for data transformation and preparation.
- Identify and resolve common data modeling issues.
- Create reusable business intelligence components.
- Develop reports and dashboards that support business decision-making.
- Apply Qlik Sense capabilities to practical business scenarios.
Target Audience
- Business Intelligence Analysts
- Data Analysts
- Business Analysts
- Reporting Analysts
- MIS and Reporting Professionals
- Financial Analysts
- Operations Analysts
- Sales and Marketing Analysts
- IT Professionals
- Application Developers
- Database Professionals
- Managers and Team Leaders involved in reporting and analytics
- Professionals responsible for dashboards, KPIs, and management reporting
- Users transitioning from spreadsheets or traditional reporting tools to Qlik Sense
- Anyone who wants to develop practical Qlik Sense skills
Prerequisites
- Basic computer literacy and familiarity with Windows-based applications.
- Basic understanding of spreadsheets, tables, rows, columns, and formulas.
- General knowledge of business reporting and data analysis concepts.
- Basic understanding of databases and SQL is helpful but not mandatory.
- Previous experience with business intelligence tools is beneficial but not required.
Course Outline
Day 1 – Qlik Sense Fundamentals and Data Exploration
Module 1: Introduction to Business Intelligence and Qlik Sense
- Overview of Business Intelligence and Data Analytics
- Introduction to Qlik Sense
- Qlik Sense capabilities and common business applications
- Understanding self-service business intelligence
- Qlik Sense architecture and major components
- Qlik Sense terminology and concepts
- Understanding apps, sheets, stories, and visualizations
Module 2: Navigating the Qlik Sense Environment
- Understanding the Qlik Sense interface
- Working with the Hub
- Creating and opening applications
- Navigating sheets and visualizations
- Edit mode and analysis mode
- Understanding selections and filtering
- Using global search and current selections
- Exploring associative data relationships
Module 3: Creating Your First Qlik Sense Application
- Creating a new application
- Adding data to an application
- Understanding fields and data types
- Creating sheets
- Adding basic visualizations
- Working with dimensions and measures
- Making selections and exploring data
- Saving and organizing application content
Day 2 – Data Loading, Preparation, and Data Modeling
Module 4: Connecting to Data Sources
- Overview of supported data sources
- Loading data from Excel and delimited files
- Connecting to databases
- Working with data connections
- Selecting tables and fields
- Understanding data preview
- Reloading and refreshing data
Module 5: Data Preparation and Transformation
- Introduction to Data Manager
- Adding and managing tables
- Renaming and formatting fields
- Creating calculated fields
- Data profiling
- Handling null and missing values
- Data cleansing concepts
- Transforming data for analysis
Module 6: Understanding the Qlik Associative Data Model
- Principles of the associative model
- Tables, fields, and relationships
- Keys and associations
- Understanding logical data relationships
- Working with multiple tables
- Synthetic keys
- Circular references
- Data model best practices
Module 7: Working with the Data Model Viewer
- Exploring the data model
- Understanding table relationships
- Reviewing keys and associations
- Identifying modeling issues
- Validating the data model
- Optimizing data structures
Day 3 – Visualization and Dashboard Development
Module 8: Building Qlik Sense Visualizations
- Principles of effective data visualization
- Creating bar charts
- Creating line charts
- Creating pie and donut charts
- Creating tables and pivot tables
- Creating scatter plots
- Creating combo charts
- Creating KPI objects
- Selecting the appropriate visualization
Module 9: Dimensions, Measures, and Master Items
- Understanding dimensions
- Understanding measures
- Creating calculated measures
- Creating drill-down dimensions
- Creating master dimensions
- Creating master measures
- Creating master visualizations
- Reusing master items across sheets
Module 10: Interactive Dashboard Development
- Planning dashboard layouts
- Creating multiple analytical sheets
- Adding filters and filter panes
- Using selections effectively
- Sorting and presentation options
- Configuring chart properties
- Adding titles, labels, and descriptions
- Dashboard navigation
- Applying consistent dashboard design
- Designing dashboards for different business audiences
Day 4 – Expressions, Calculations, and Data Load Scripting
Module 11: Qlik Sense Expressions and Functions
- Introduction to Qlik expressions
- Expression syntax
- Aggregation functions
- Mathematical functions
- String functions
- Date and time functions
- Conditional functions
- Working with IF expressions
- Combining functions
- Creating dynamic calculations
Module 12: Advanced Analysis Concepts
- Set Analysis fundamentals
- Understanding identifiers and modifiers
- Creating comparative calculations
- Year-to-date and period-based analysis
- Current versus previous period comparisons
- Percentage and contribution analysis
- Using variables in expressions
- Creating dynamic measures
Module 13: Introduction to the Data Load Editor
- Understanding the Data Load Editor
- Load script structure
- LOAD and SELECT concepts
- Loading data from files
- Loading data from database sources
- Renaming and transforming fields
- Creating derived fields
- Concatenating tables
- Joining tables
- Resident loads
- Managing script sections
- Debugging basic script issues
Day 5 – Advanced Dashboarding, Storytelling, and Practical Application
Module 14: Advanced Data Modeling Techniques
- Reviewing data modeling strategies
- Fact and dimension tables
- Star schema concepts
- Concatenation versus joins
- Handling multiple fact tables
- Link table concepts
- Calendar and date dimensions
- Optimizing data models
- Avoiding common modeling problems
Module 15: Advanced Dashboard Features
- Using variables for interactive analysis
- Creating dynamic titles and labels
- Conditional calculations
- Alternative dimensions and measures
- Reference lines and analytical features
- Advanced filtering techniques
- Designing executive dashboards
- Designing operational dashboards
- Improving dashboard usability and performance
Module 16: Data Storytelling and Sharing Insights
- Introduction to data storytelling
- Creating stories from Qlik Sense analysis
- Using snapshots
- Organizing analytical narratives
- Presenting findings effectively
- Communicating insights to business stakeholders
- Sharing and collaboration concepts
- Exporting data and visualizations
Module 17: End-to-End Qlik Sense Business Application
- Identifying business reporting requirements
- Connecting and loading source data
- Preparing and transforming data
- Building the data model
- Creating dimensions and measures
- Developing KPIs and visualizations
- Building interactive dashboards
- Applying calculations and Set Analysis
- Validating business results
- Improving dashboard design and usability
- Presenting business insights
- Review of Qlik Sense development best practices
