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Time Chart Wizard


Time Chart Wizard

The time chart wizard helps you to with the common task of building charts where a given measure (expression) should be qualified and often compared by different time periods.

As an example, you may want to show an expression such as sum(Sales) but just for the last year or the current quarter to date. Often you will also want to compare that result with the same measure for a previous period, e.g. the year before or the same quarter last year. QlikView contains a number of functions to build expressions to do this, but to the beginner they may seem hard to master. The time chart wizard has been designed to help you with the task of enclosing your basic measure expression in suitable time qualification functions according to your specifications.

Starting the Time Chart Wizard

Start the time chart wizard either by choosing Time Chart Wizard from the Tools menu or by clicking on the corresponding button in the Design toolbar.

The first time you start the wizard you are met by a start page outlining the purpose of the wizard and the basic steps involved. If you want to skip the start page when you use the wizard in the future, mark the Don't show this page again check box.

Depending on selections some of the below steps may be skipped. Move forward in the wizard by clicking Next. Click Finish in order to finalize the chart and return to the layout. Return to the chart at any time via the regular Chart Properties dialog in order to make further adjustments.

The time chart wizard takes you through the following basic steps:

Select chart type Select the type of chart you want to create by clicking on one of the icons. The chart types available are those typically used in charts involving time period qualification. It is possible to change the chart into any other QlikView chart type via the Chart Properties dialog after finishing the wizard.
Define dimension(s) This page defines the chart's dimension(s). Select one or more dimensions in the drop-down boxes. The dimension(s) define the values for which to calculate the chart expression(s). Dimensions are typically found to the left in table charts and on the x-axis in e.g. bar charts.
After finishing this wizard you can add more dimensions or change dimensions at any time via the Chart Properties dialog.
Expression and time references This page defines the chart's underlying base expression and the time references.
Base Expression
Type an expression defining the measure you want to study, e.g. sum(Sales).
Timestamp Expression
State an expression (or just a field name) indicating the location of a timestamp (typically a date) associated with each transaction, e.g. OrderDate.
Basedate Expression
Type an expression providing the reference in time towards which all transaction timestamps should be compared, e.g. today().
If you need more space to edit any of the expressions, click on the ... icon to open the Edit Expression dialog.
Select time period In this page you select the basic time period unit for which the chart will be made.
Under Time Period you select the length of the period by which you want to qualify the chart expression and make comparisons. When using the Month(s) option, time periods of 1, 2, 3, 4 or 6 months can be selected in the Multiple Months drop-down. The value 3 can be given, but will correspond exactly to Quarter. Lunar weeks are defined as consecutive 7-day periods starting January 1st each year. There are always exactly 52 lunar weeks in a year, meaning that lunar week 52 will contain 8 or 9 days.
Mark the check box To Date Mode if you want to use to date mode. For all time periods except Day this means that only transactions with a date value in Timestamp Expression up to and including the date in Basedate Expression (see definitions on previous page) will be included. For Day the exact time in Basedate Expression will be used as divider.
If you mark the checkbox Last Completed Period as Base, QlikView will use the last completed period as base, e.g. the last complete quarter.
Period start offset In this page you may state an offset to the beginning of the chosen time period. In many cases this page can be skipped. Depending on the Time Period chosen in step 4 above one of the following two options will be given:
Year Start
If you work with (fiscal) years not starting in January, you may select the first month of your (fiscal) year in this drop-down. This option is only available if the basic Time Period chosen in step 4 above is Year, Quarter or Months.
Week/Day offset
If you want to offset the start of the week or the start of the day you may do so here. Offsets are given in days and/or fractions thereof. E.g. 1 for calendar week starting Tuesday or 0.125 for day starting 3am. This option is only available if the basic Time Period chosen in step 4 above is Week, Lunar Week or Day.
Define comparison period In this page you define the comparison period. If you have chosen Year as main Time Period in step 4 above, this page is automatically skipped.
Make the comparison period the same period in the previous year, e.g. same quarter last year.
Make the comparison period the previous period, e.g. 2nd quarter before 3rd quarter in a given year.
Dynamic Comparison Year
This option allows you to make the comparison year the largest selected year preceding the base year. So, if you want to make comparison between current year (e.g. 2006) and a non-consecutive year (e.g. 2003), you may use this option and the select 2006 and 2003 in the application. This option is only available when the basic comparison period is year.
Column selection and presentation In this page you choose which expression columns you want to include in the chart and whether you want the wizard to set the chart title.
Mark the checkbox Set Object Title if you want the wizard to set an appropriate chart title.
The chart resulting from the wizard will always contain a column showing the chart's base expression within the base period. In addition to that you have a choice of up to three additional columns:
Include Comparison Period
Mark this check-box in order to add a column showing the chart's base expression within the comparison period.
Include Change
Mark this check-box in order to add a column showing the absolute difference between the chart's base expression within the base period vs the comparison period.
Include Relative Change
Mark this check-box in order to add a column showing the relative difference (percent change) between the chart's base expression within the base period vs. the comparison period.