It can't be that easy!

Created by Paul | Enabling

A lot has been said about Self-service in the BI (Business Intelligence) space recently. What is self-service? Gartner describes self-service as

“end users designing and deploying their own reports and analyses within an approved and supported architecture and tools portfolio.”

Another BI blogger Margaret Rouse says that it

“is an approach to data analytics that enables business users to access and work with corporate information without the IT department’s involvement”

How capable is your business, and more importantly your business employees with self-service BI?

There are tools currently available that make all your self-service BI dreams come true. The BI tool that will allow this great Self-service to take place is a piece of Software called Qlik Sense.

At this point I am going to show you how easy and simple it is to add your own data to an existing Application that already has your company data loaded in it.

So let’s say I have access to some of the company Data and would like to add my own Sales Budget Figures by sales person. So I have 2 sources for my data.

  1. Company Data (This can be from a Database or other relevant source) that already exists in a Qlik Sense application.
  2. An Excel spreadsheet (My own spreadsheet with Sales target data by Sales person by month). This is what I would like to add to my existing application.

I open up my Qlik Sense application from the Hub


Once I can see all my sheets/tabs as seen below.


I literally drag the Salesperson budget spreadsheet and drop the file as seen below.


A profiling data screen will then appear. Click on the Profile button (aka where the magic happens button)


Qlik Sense data profiler will pick up how the Current Data is linked and it will also give you Recommendations. In the example below it defaults to link by the same Column name ‘ID’. However the data inside these columns show that the data will not link at all. Qlik Sense will give you a % match. In this case the recommendation suggests that First Name from the Budget table (which we are adding) should link to the Name field in the Salesperson table (already an existing table). Click on the Recommendation.


Once you have clicked on the recommendation, you must then decide to rename the field, in this case to either Name or First Name. Once you have done that you click on load and finish.


A screen like the one below should appear. Then click on Edit the sheet.


Then drag a bar chart onto your new sheet. Add the Name of the Salesperson as the dimension. Then sum the Actual sales amount as the measure.


You will get a bar chart that looks like this below.


Now we add the Budget amount to our bar graph of Salesperson by Sales Actuals Bar chart by adding it as a second measure. We would sum the Budget Amount that we brought in via our spreadsheet that we added.


Congratulations you now know how to bring in your own data and are using it to compare Company Data.

Self-service BI analytics has never been this simple.

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