Become an expert of Qlik Set Analysis

Install QlikView or Qlik Sense before you start, review basics of the associative data model, dimensions, and measures, and watch the New to QlikView video.

Explore set analysis using five qvds, four dimension tables (product, customer, employee, supplier) and a fact table (order), with primary keys and fields like OrderID, OrderDateTime, Quantity, LineSalesPrice.

Learn to use the QVD viewer and Q-Eye to inspect QVD data, load dimensions and orders, create a master calendar, and build a start schema data model for set analysis.

Discover Qlik set analysis, a powerful function that predefines a set independent of current selections, enabling aggregations such as sum, min, and max.

Learn how set analysis fixes a current year total using predefined order year with year today, and calculates the maximum order month year independent of current selections.

Explore set analysis and set expressions in Qlik, distinguish set expression from set analysis, and learn identifiers, operators, and modifiers with curly brackets shaping data selections.

Practically explore QlikView file fundamentals using set expressions, with downloadable QVDs and scripts, and daily file reloads to compare total sales and total cost via three dashboard text boxes.

Learn how to use set identifiers in Qlik set analysis, including $ and 1, to control selections and compute sum of sales across filters like country and category.

Master set identifiers in Qlik set analysis by examining $ and 1 through pivot and text object examples, using OrderYear 2018 and the TV category to constrain sales.

Explore set identifiers $1 and $_1 in Qlik set analysis, create text objects showing sum of sales, and compare selections for OrderYear 2016–2018 to demonstrate previous and next selections.

Use bookmark id or bookmark name as an identifier in Qlik set analysis to retrieve the saved desktop and laptop sales for India and China.

Master union, exclusion, intersection, and symmetric difference operators in Qlik set analysis (section 6.6) with practical country and year examples.

Learn how to use set modifiers in Qlik set analysis to filter sales by order year and country, using integer and string values, with and or combinations.

Master Qlik set analysis by applying string and integer modifiers to create order month numbers and year filters, compute sum of sales, and use exclusion for precise results.

Learn how bookmarks act as set identifiers in Qlik set analysis and use set modifiers to filter sales by country and category, with 2018 as a sample scope.

Master wildcard searches in Qlik set analysis, using * for any characters, ? for a single character, and ^ to match word starts in set modifiers across fields.

Explore using functions inside set modifiers and nested set analysis to create dynamic calculations for sales, profit, ranking, and distinct counts across customers and countries.

Explore nested set analysis in Qlik to identify top 10 customers by 2018 sales using rank and set modifiers.

Explore handling null values in Qlik set analysis with practical examples, including suppressing nulls, using category = *, and counting products with null categories.

Learn to compare two fields inside a set modifier to extract dimensions with a boolean condition, such as order date equals ship date and sum of sales.

Explore set analysis in Qlik by using set modifiers with union, exclusion, intersection, and symmetric difference, illustrated through country data and Australia examples.

Shows how to exclude fields in qlik set expressions with field=value modifiers, enabling calendar fields to be ignored while non-calendar selections update results.

Exclude fields from set analysis using the concat() function with $Field and $Table to dynamically ignore master calendar fields while preserving year and category-specific results.

Learn to use $:: with field exclusion in qlik set analysis to ignore most fields while allowing supplier and country to influence results.

Learn how $-sign expansion enables dynamic data in qlik set analysis by using text replacements in scripts and expressions, with examples for order year and current year.

Learn to format the end result of $-sign expansion in qlik set analysis, handling today, max order date, and yesterday comparisons by converting dual date values to proper date formats.

Learn to create dynamic last-month sales in Qlik by using $-sign expansion, addmonths, year, and month, with static and date-driven OrderYear, OrderMonth, and OrderMonthYear.

Master point in time reporting with Qlik set analysis to compare period metrics using year start/end, quarter start/end, month start/end, week start/end, add months/years, including fiscal year variations.

Learn to build ytd and mtd sales reports in Qlik using set analysis and $-sign expansion, with start and end dates based on today or user selection and supplier/category considerations.

Explore point-in-time reporting with nested set expressions to show year-to-date sales for the top 5 products by last year's sales, filtered by category.

Learn to build a growth report by comparing QTD vs PQTD sales in Qlik set analysis, with color cues for increases and decreases and calendar field selections ignored.