Getting Started Wizard

The Getting Started Wizard helps create a QlikView document by loading data and creating a chart in a few steps.

Starting the Getting Started Wizard

The Getting Started Wizard is initiated when a new QlikView document starts.

On the first page of the wizard it is possible to control whether to show the wizard or not when creating a new QlikView document. This setting can also be made in the User Preferences dialog that is reached from the Settings menu.

Step 1 - Select a data source

The wizard can only handle Excel files. Browse to the file containing the data. Note that only the first work sheet in an Excel file is loaded. If the data is in non-Excel format, use the Script Editor to select the data.

Click Insert data if you want to borrow some data from us.

Click Next step to continue.

Step 2 - Data presentation

Verify the presentation of the data and select whether to use the first row in the Excel sheet as headers or enter a new one. Column headers are also called field names.

To use predefined headers from the data source, select Use column headers from data file. To create new column headers, select Add column headers. Each column will get a heading in the format A, B, etcetera. To enter new headings, click the heading (for example A) and type the new heading. Click Enter to leave the header.

Click Next step to continue.

Step 3 - Save file

In the Save As dialog, browse to the folder where the QlikView file is to be saved and enter a file name.

Click Save to close the dialog.

To enter or change the file path click the Save As... button to re-open the Save As dialog.

Click Next step to continue and create a chart.

Step 4 - Choose a chart type

Select type of chart to be created by clicking the corresponding icon. The chart types available are those most commonly used in QlikView. It is possible to go back to the chart and change it into any other QlikView chart type via the Chart Properties dialog after finishing the wizard.

Click Next step to continue.

Note: In this step the Back button is disabled.

Step 5 - Populate your chart

Dimension

Select a dimension in the drop-down box.

Dimensions define the values for which the chart expressions will be calculated. Dimensions are typically found to the left in table charts and on the x-axis in for example bar charts.

Expression

Chart expressions define the calculated values in the chart. Expressions are typically found to the right in table charts and on the y-axis in for example bar charts.

Expressions in QlikView can range from short and simple to long and complex calculations. This step makes it possible to choose between three very common expressions.

Calculate the sum of:
Choose this option to see the numeric sum of a field, for example sum(Sales). Then choose which field to sum up in the drop down list.

Calculate the average for:
Choose this option to see the numeric average (mean) of a field, for example avg(Score). Then choose a field for the calculation in the drop down list.

Count the number of:
Choose this option to see the number of values in a field, for example count(OrderID). Then choose in which field to count the values in the drop down list.

Click Create a second chart if you want to create another chart. This will take you back to step 4.

Click Next step to continue.

Step 6 - Add object for making selections

Choose the type of object you want to use for making selections.

Listboxes:
Select the fields you want to create listboxes for. You can select up to five fields in this wizard, but it is possible to add more once you have created the document.

Table box:
This option will automatically include all the available fields and place them in a table.

Click Create to close the wizard and create the document.

After finishing this wizard it is possible to add or change more dimensions and expressions at any time via the Chart Properties dialog. The chart properties dialog is reached by right-clicking on the chart and selecting Properties....

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