Planning And Editing In Qlik - Inform-software

Transcription

Planning and editing in QlikEdit data live in theQlik user interface

Q&W EditorWith INFORM s Q&W Editor, the BI tools QlikView and QlikSensehave been extended to include the possibility to directly displaydata in the interface and to create or edit it.This enhances the functionality of the BI solution and improvesthe data quality significantly, because external tools, such asExcel, can now be completely discarded.With the Q&W Editor you can:Edit data live in the user interfaceCreate new data in QlikWrite data back to file or database as desiredEdit from mobile devicesFree selection of input masks/entry fields, e.g.:– Free text fields– Check boxes– Dropdown fields

Q&W PlannerBecause BI solutions connect all important company data, thissolution is the ideal starting point for centralized planning. However, insufficient data entry flexibility prevents an integrated planningfunction in the BI solution.The Q&W Planner closes this gap by, on the one hand, providinga simple way of entering planned data and on the other hand,including other complex planning functions. As a result, this leadsto enormous time saving in the manual collection of planned data.With the Q&W Planner you can:Make detailed plans on different levelsPerform fast top-down and bottom-up planningExecute planning on the basis of real historical dataSimply transfer reference dataDo a seasonal distribution according to thereference levelsCreate new fields such as customers, regions, budget, etc.Improve individual weighting of factorsImplement spreadsheet calculation (as in Excel)

BenefitsFields of applicationThe planning and editing function is not only used for simpleadjustments in Qlik, but also allows quick and strategic decisionsto be made in real time. The extension is easy to use and can beused across all departments.Possible applications are:Cost and sales planningBudget planningSales planning and controlCRM extensionProject planningMarketing controllingAdvantages at a glance:Processing data directly in the Qlik surfaceCreating new data recordsFast and easy data entryAutomatically write back to databases– If required, also into the original databaseAvailable for QlikView and Qlik SenseFull integration through the development of native Qlik API‘sExchanges between different departments are encouragedVersion controlAD connectionSecurity and GovernanceNo external tool like Excel requiredManual collection of planned data is no longer necessaryNo double master data storage or data maintenanceNo extra license costs for an external planning toolLow costs

The solutionComplex information can be retrieved and analyzed at a glancewith the help of Qlik. In addition to the visualization, data can beprocessed directly in the user interface, which is often importantfor users. Despite the great flexibility that the BI instrumentsprovide for adaptation, there is usually no option to edit the datain the dashboard afterwards. With INFORM‘s planning and editingextension, users can now edit their data directly in QlikView orQlik Sense.Make the most of your Qlik solution and expand your businesspossibilities of direct data processing. Due to the flexible planningand editing options you save time and have transparency in yourprocesses.

More information & contactFor more information on our solutions, please contact us!2017-11Business Intelligence Competence CenterNils GerberPhone 49 (0) 2408 ADVANCED OPTIMIZATION!«»OPTIMIERT ENTSCHEIDEN!«INFORM GmbHPascalstr. 35 . 52076 Aachen . Germanywww.inform-software.com

No extra license costs for an external planning tool Low costs. The solution Complex information can be retrieved and analyzed at a glance . extension, users can now edit their data directly in QlikView or Qlik Sense. Make the most of your Qlik solution and expand your business possibilitie