Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data...

6
Edit and Plan in Qlik ® Edit data live in the Qlik user interface

Transcript of Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data...

Page 1: Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data storage or data maintenance no extra license costs for an external planning tool low costs.

Edit and Plan in Qlik®

Edit data live in theQlik user interface

Page 2: Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data storage or data maintenance no extra license costs for an external planning tool low costs.

With INFORM´s Write! Edit, the BI tools QlikView and Qlik Sense

have been extended to include the possibility to directly display

data in the interface and to create or edit it.

This enhances the functionality of the BI solution and improves

the data quality significantly. This makes external tools, like Excel,

to fulfill these requirements redundant.

Write! Edit allows you to:

edit data live in the user interface

create new data in Qlik

write data back to file or database as desired

edit from mobile devices

free selection of input masks/entry fields, e.g.:

– free text fields

– check boxes

– dropdown fields

Page 3: Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data storage or data maintenance no extra license costs for an external planning tool low costs.

Because BI solutions integrate all of a company‘s data sources,

these would normally be the ideal starting point for centralized

planning. However, insufficient data entry flexibility prevents an

integrated planning function in the BI solution.

The Write! Plan function closes this gap by, on one hand, providing

a simple way of entering planned data and on the other hand,

including other complex planning functions. As a result, this leads

to enormous time saving in the manual collection of planned data.

Write! Plan allows you to:

make detailed plans on different levels

perform fast top-down and bottom-up planning

execute planning on the basis of real historical data

simply transfer reference data

do a seasonal distribution according to the

reference levels

create new fields such as customers, regions, budget, etc.

improve individual weighting of factors

implement spreadsheet calculation (as in Excel)

Page 4: Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data storage or data maintenance no extra license costs for an external planning tool low costs.

Benefits

Fields of application

The editing and planning function is not only used for simple

adjustments in Qlik, but also allows quick and strategic decisions

to be made in real time. The extension is easy to use and can be

used across all departments.

Possible applications are:

cost and sales planning

budget planning

sales planning and control

CRM extension

project planning

marketing controlling

Advantages at a glance:

processing data directly in the Qlik surface

creating new data records

fast and easy data entry

automatically write back to databases

– if required, also into the original database

available for QlikView and Qlik Sense

full integration through the development of native Qlik API‘s

exchanges between different departments are encouraged

version control

AD connection

security and Governance

no external tool like Excel required

manual collection of planned data is no longer necessary

no double master data storage or data maintenance

no extra license costs for an external planning tool

low costs

Page 5: Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data storage or data maintenance no extra license costs for an external planning tool low costs.

The solution

Complex information can be retrieved and analyzed at a glance

with the help of Qlik. In addition to visualization, data can be

processed directly in the user interface, which is often important

for users. Despite the great flexibility that BI solutions provide

for adaptation, there is usually no option to edit the data in the

dashboard afterwards.

With INFORM‘s editing and planning extension, users can now edit

their data directly in QlikView or Qlik Sense.

Make the most of your Qlik solution and expand your business

possibilities of direct data processing. Due to the flexible editing

and planning options you save time and have transparency in your

processes.

Page 6: Edit data live in the Qlik user interface · Edit and Plan in Qlik ... no double master data storage or data maintenance no extra license costs for an external planning tool low costs.

More information & contact

Contact EMEA

INFORM GmbH

Phone +49 (0) 2408 9456-4046

[email protected]

www.write.bi

Contact AMER

INFORM GmbH

Phone +1 404 333-0233

[email protected]

www.write.bi

»ADVANCED OPTIMIZATION!«»OPTIMIERT ENTSCHEIDEN!«

INFORM GmbHPascalstr. 35 . 52076 Aachen . Germanywww.inform-software.com