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Adding data

Your second step towards a complete app is loading the data.

You will load the following files:

  • Sales.xlsx

  • Item master.xlsx

  • Cities.xlsx

  • Sales rep.csv

  • Customers.xlsx

Loading data from the first data file

It is good practice to add the most important file first, which in this case is Sales.xlsx.

You will need to locate your personal data files and then load the data.

Do the following:

  1. Click Add data from files and other sources.

    A data source selection dialog is displayed.

  2. Under File locations, click Data files.

    A data file selection dialog is displayed.

  3. In the file selection dialog, select the file Sales.xlsx.

    A progress window is displayed and then the data selection window opens. You can see that Sales, which is a sheet in the data file, is already selected. Embedded field names is also selected. That is correct.

    The data selection window for the Sales.xlsx file

  4. Enable data profiling by clicking More beside the Add data button in the lower right corner, and switching it on.

  5. Click Add data.

    A progress window is displayed before the Associations view of the data manager opens. In this view your data is illustrated using bubbles. The table Sales is added and marked with *, which indicates a new or updated table.

Before you load data you will add more data files. Continue with Adding the Sales rep file.

Adding the Sales rep file

The next data file you will add is Sales rep.csv.

In the Associations view, do the following:

  1. Click on the Create new area on the higher left corner to add more data.

    You personal data files are shown.

  2. Add the Sales rep.csv file by clicking on it.

    The data source selection dialog is displayed.

  3. Under Field names, make sure that Embedded field names is selected to include the names of the table fields when you load the data.

    The Delimiter field is set to Semicolon, and that is correct. Qlik Sense automatically recognizes the delimiter and by default displays the data with the correct delimiter.

    The data selection window for the Sales rep.csv file

  4. Click Add data.

    A progress window is displayed before the data manager opens. The table Sales rep is added and marked with Pending add.

    The next step is to associate your data.

Associating data

Now it is time to create an association between the fields in your tables Sales and Sales rep.

Do the following:

  1. Click Associations in the data manager overview.

    In the Associations view of the data manager your data is illustrated using bubbles, with each bubble representing a data table, and the size of the bubble representing the amount of data in the table. Bubbles marked with * indicates a new or updated table.

  2. Drag the Sales rep bubble towards the Sales bubble.

    Qlik Sense now detects a fairly recommended association to the Sales table and its bubble is marked with orange.

  3. Drop the Sales rep bubble onto the Sales bubble.

    A link is now created between the bubbles and the tables are associated using the recommended fields.

  4. Click the link between the Sales rep bubble and the Sales bubble.

    The association panel, at the bottom of the screen, displays a preview of data in the associated fields.

  5. Click the association Sales rep ID-Sales Rep Number in the association panel and rename it Sales Rep Number.
  6. The association is now named Sales Rep Number.

Now you have associated the first two tables. The next step is to add more data files.

Adding and associating more data

You will add the final three data files before you load data and start building the app.

In the Associations view, do the following:

  1. Add the following data files by following the same procedure as before:

    • Cities.xlsx

    • Customers.xlsx
    • Item master.xlsx

  2. Tip: Under Field names, make sure that Embedded field names is selected to include the names of the table fields when you load the data.

    You should now see five data files.

    You have already associated the tables Sales and Sales rep. Qlik Sense helps you identify recommended associations and you will now explore this.

  3. Click and hold the bubble Customer.

    The bubbles Sales and Cities are marked green because Qlik Sense highly suggests associating these two tables to Customers.

  4. Click and hold the bubble Cities.

    The bubble Customer is marked green. The bubble Sales is marked orange, which indicates a medium recommendation.

  5. Click and hold the bubble Item master.

    The bubble Sales is marked green.

Recommended associations are identified between all tables and you will now let Qlik Sense create the associations for you.

Do the following:

    1. Click Effects.

      The Recommend associations tab is opened.

    2. Click Apply all..

      The tables are now associated according to Qlik Sense recommendations.

      The associations between the five tables indicated by links between their respective bubbles
      Data that has been associated.

All tables are now associated and you will now load the data.

Loading data

Now you have added all data files and associated their tables. Before you start building your app you must load the script.

Do the following:

  1. Click Load data.

    A progress window is displayed while the data is loading. When the data load is complete, you can continue.

  2. Click Close.

Viewing the data model

Now you are ready to start building your app, but before you start, let's have a look at the data model.

Do the following:

  1. In the toolbar, click the drop down menu , and select Data model viewer.
  2. In the toolbar in the data model viewer, click Expand to expand the tables.

All tables are now connected and the data model viewer should have the following content. A field connecting one or more tables is called a key.

The data model viewer with tables connected using key fields
data model viewer

You have now finished adding data and can start building your app.