Creating and editing analyses

Select the type of analysis you would like to make and build visualizations from that choice.

As an alternative to creating visualizations from chart types, you can instead start with the kind of analysis you want to build. Analyses build charts based on your fields and selected analysis type. You can customize the generated analysis.

Analyses are useful when you know the kind of analysis you want to perform on your data, but not how to build it in a visualization.

Compared to charts, analyses have fewer options for customization and do not have all the properties available to a chart. You can convert analyses to charts, however, if you want additional customization options.

Available analyses

The following analyses are available:

• Anomaly (spike): Detect and show large data variations including spikes and dips in a time series.

• Anomaly (trend): Detect and show abrupt data variations including change points between time series segments.

• Breakdown: Show multiple dimensions in order of contribution.

• Breakdown (geospatial): Show geographical contributions to a measure.

• Calculated measure (KPI): Show a calculated measure.

• Clustering (k-means): Show clusters of measures associated with a dimension using a statistical algorithm.

• Comparison: Show multiple measures for a dimension.

• Correlation: Show the strength of the relationship between two fields.

• Mutual information: Detect and show dependencies between the source and driver fields.

• Overview: Show the distribution of measures for one or more dimensions.

• Process control (mean): Show measures over a period of time compared with the overall mean of expected values.

• Process control (rolling mean): Show the performance of a measure over time between two calculated control limits.

• Ranking: Show dimensions in the order of their contribution to a measure.

• Ranking (grouped): Show hierarchical dimensions in order of their contribution to a measure.

• Relative importance: Show the relative importance of dimensions contributing to a total.

• Time series decomposition: Decompose a time series into trend, seasonal, and residual components.

• Trend over time: Show the performance of a measure over time, optionally broken down by a dimension.

• Trend with forecast: Show measures along with forecast over the current and future time periods.

• Year to date: Show a comparison of dimensions for the same period in previous years.

Creating analyses

Analyses are available in the advanced edit mode.

Do the following:

1. Click Edit sheet in the toolbar.

2. Click Advanced options.
3. In the assets panel, click Analyses.

4. Drag and drop an analyses into the sheet.

   You can drop it in an empty location on the sheet, split the area of an existing visualization into two, or replace an existing visualization.

5. Add dimensions and measure, and then make adjustments in the properties panel. For more information, see the specific analysis type:

   • Anomaly (spike) analysis

   • Anomaly (trend) analysis

   • Breakdown analysis

   • Breakdown (geospatial) analysis

   • Calculated measure (KPI) analysis

   • Clustering (k-means) analysis

   • Comparison analysis

   • Correlation analysis

   • Mutual information analysis

   • Overview analysis

   • Process control (mean) analysis

   • Process control (rolling mean) analysis

   • Ranking analysis

   • Ranking (grouped) analysis

   • Relative importance analysis

   • Time series decomposition analysis

   • Trend over time analysis

   • Trend with forecast analysis

   • Year to date analysis

Converting analyses to charts

You can convert analyses into charts. This gives you more options for customizing the charts created by your analyses, but you will no longer have access to the analysis properties.

Do the following:

1. Click Edit sheet in the toolbar.

2. Click Advanced options.
3. Select the analysis in the sheet.
4. In the properties panel, click .
5. Click Apply.

Analyses and Insight Advisor Analysis Types

The analyses available in Analyses overlap with the analyses offered in Insight Advisor Analysis Types.

Analyses added to sheets from Analyses are added as analyses. These have different properties than the chart properties, allowing for easier customization of the analysis parameters. Insight Advisor Analysis Types adds analyses as charts. If you want to modify the chart, you must use chart properties rather than analysis properties.

Insight Advisor Analysis Types offers the following additional analyses:

• Period over period

• Period changes

• Period changes (detailed)

• Period over period (selected)

For more information on Insight Advisor Analysis Types, see Creating analyses by selecting analysis types.

Limitations

Analyses have the following limitations:

• Exploration menu and View data options are not available for analyses.

• Analyses cannot be individually added to reports in Qlik Application Automation using Add chart to report. Sheets with analyses can be added to reports with Add sheet to report or Add selection to report.

• An Analysis object can only be added to an Excel report template as a chart image. To add an Analysis to the template as tabular data, convert it to a chart in the app.

• For process control (rolling mean) and time series decomposition analysis types, if you convert to a chart, you need to click twice on Undo to undo the action.

• You cannot redo changing an analysis type to a chart after clicking Undo. In the properties panel, click instead.

• Undo and redo are not supported if you select a bar, line, or sankey chart from the alternate charts in an analysis. Users can change charts by selecting other charts from the alternate charts, however.

• Geospatial breakdown is not supported for download or being added to notes.