Difficulty: novice
Content
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Learning Objectives
After reading this article, you’ll be able to:
How to navigate Qlik, the dashboard app
Pages setup: structure and navigation
A Dashboard contains multiple underlying sheets
There is just too much information to show
inon one single page. Therefore, the different topics are grouped together in sheets.
For example the Space monitor contains 6 sheets of information, depending on the available data (“Utilization Analysis” will only show up if this type of data is measured, and “Reservations vs Occupancy” will only show up if reservations are enabled in Workplace).
Navigation between Dashboard sheets
To navigate between the different sheets,
use the Navigation buttons to jump from sheet to sheet
use the Navigation drop-down to select a specific sheet
Filters & KPIs
expandWhere to find Filters
Dashboards open with default, predefined filters in the top Filter selection. You can change or remove these filters, for example, to zoom in one 1 particular week or 1 particular business day:
quickQuick filter change: select the filter in the top Filter selection, the current selection will open in a drop-down menu: you can now select more or different values. Don’t forget to confirm your selection.
Remove filter: select the X next to the relevant filter in the top Filter selection.
You can use the filter pane on the left to make selections on the fly, like zooming in on a particular floor or category. Each selection shows as an extra filter button in the top Filter selection.
You can hit the “Reset View” button to return to the default bookmarks (landing page of the dashboard)
Applied filters and reset view
What are associative filters?
Any previously made selection affects the other filters. In this example,
the filter in white is inbound with the (other, already selected)
filter criteria
the filter in grey is outside the already selected filter criteria. They remain clickable: When selecting one of these grey items, you effectively discard any other set filters. In other words, selecting a grey filter (detailing parameters that do not apply to the results of the already selected filters) will remove all selected filters and let you begin a new filter set
Associative behavior is how Qliksense binds all charts and selections together, allowing you to filter in any direction at any time.
Are filters public or personal?
Filter settings are personal to the logged-in user.
Zooming in on a graph or timeline to set a filter
A selection in the dashboard or on a graph/timeline will influence filter settings on the whole dashboard (will be added to the top Filter selection):
On the floor plan, select any location (you can select multiple, but only the first will be highlighted)
On any graph, select a data point/space category/location to select a specific data filter
if you want to select multiple locations on the floor plan
, only the first one will light up
On any timeline, drag & drop (in the time description, not in the graph itself) to select a specific time period
Calendar filter (optional, needs to be configured separately)
Exempt days (calendar filter) are periods that you want to exclude from regular data visualizations (for example, if the office was closed for certain periods during the Covid-19 pandemic) as the (radically different) data from these periods might interfere with the nominal values presented in the dashboard.
Distinguish “regular days” from “excluded days”
Option to exclude particular days or day ranges from the calendar
Breaks up the calendar
into several periods
“Regular days” interleaved with “exempt
days.”
Configuration
0, 1, or # calendar exempt ranges can be defined (cannot be done by Spacewell Consultant; needs to be requested)
By default, NO ranges are defined
calendar exempt range = 1 or # executive days
Exempt ranges cannot overlap!
How to use the Date picker?
How to work with dates: larger periods
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Do not manually enter dates; this might result in unwanted behavior |
How to work with dates: predefined periods
All selections you make are always on top of your current other filter criteria, if applicable (e.g., Mon-Fri ..)
Last 7 days: calculated from “today - 1 date” (yesterday) backward
Last 30 days: selects all 30 days from “today - 1 date” (yesterday) backward
This month: all dates from the 1st of the month till the current date - 1
Last month: all data from the previous month
Dashboard Tips &
tricksTricks
How to use whisker box graphs?
Example of 3
work spacesworkspaces on an hourly
basebasis:
In 25% of measurements, there is data under the box
The box represents 50% of the measurements. They
don't represent the highest
nor the lowest measurements
A long box means a big spread of data (low predictability)
In a perfect world, the box should be between the Spacewell suggested % in the dashboards
How to get the most out of trendline graphs?
You might only see a small portion of data in the graph compared to the
wholeselected period. You can recognize this by the highlighted part in the graph underneath.
To move forward or backward,
scroll through the big graph or select a portion in the smaller one.
In the example below
, the large graph
only
shows us data on 2 days (looking at the peaks in the smaller graph: Tuesday and Wednesday) from the last week in our selected period.
To get the most out of the trendline, open the graph on the full screen using the expand button
You’ll be able to identify the different moments in time better
You can switch between hourly, daily, and weekly views
How to use bookmarks?
You can now also save your filter selections by creating your
ownbookmarks
Make filter selection(s) and create a bookmark on that snapshot view. Optionally, you can save the sheet location in the bookmark (default: ON)
At any time during the same or
the next dashboard session, you can click on the bookmark to return to your saved view
All bookmarks (default (public) and own) are available under the bookmark button.
Your
bookmarks are shared between your colleague users of the dashboard
Bookmarks are particular to one dashboard (For example, bookmarks defined in Space Monitor will not be available in Comfort Monitor)
How to expand a chart or graph to see more details?
in Firefox/Internet Explorer/Chrome: As you hoover over a graph, you will see the “full-screen button” appear in the top right corner
in Edge: right click in the top right corner to see the “full-screen button” appear
Click on the “full-screen button” to expand that window. This allows a closer look at the graph and exposes the legend.
Sometimes, the legend is hidden and only visible in full-screen mode. For others, please check the tip “How to access the legend with the axes names of a chart?”
Explore a chart by selecting the “Exploration menu”:
in Firefox/Internet Explorer/Chrome: As you hoover over a graph, select the slider menu
in Edge: right click in the top right corner, select the slider menu
The graph or chart will open in full screen, and on the right-hand side, an extra menu will open, providing options to tweak the charts a little to your need (change sorting, etc). Sometimes, the alternative dimensions do not show in small views. By enlarging or exploring the chart, it’s possible to see and select these as well.
How to access the legend with the axes names of a chart?
See the legend with the names of the axes of the chart (without going to full-screen mode) when using screen display resolution at 100%
There are only a few exceptions where this instruction does not work: in the below-depicted type of charts with a double border, due to the nesting of charts (dashboard internals), the legend is falling off the chart to the right (Qlik behavior)
How to export data?
Right click
Select the file type you want the export to be
The export will be created and provisioned to you for download. Click the link to download the file.
Check your Download folder for the file.
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Exports only hold those elements related to the chart you are viewing. For this reason, other version tables were added. |
Check FAQ on Dashboards if only part of the graph is visible in your export.
Dashboard header
Hamburger menu
Qlik options Not supported by Spacewell | Download sheet as pdf | Instead of downloading a particular chart, also the full sheet content can be downloaded in a pdf PDF report. Mind that only the sheet body (selected content resulting from filters) is downloaded, not the filter pane. Floor plans will not be part of the report, ; some chart data may also be missing. |
Embed sheet | Not supported. | |
Touch screen mode | By default, all dashboards can be navigated from touch screens. This toggle allows you to turn off touch screen mode, as there may be some UX/UI differences with the normal mode. | |
Qlik References & Spacewell versions | Help | Link to Qlik help helps make it visible to end-users , but is not useful since this is designer-related information. |
About | Spacewell versioning info. | |
App overview | Spacewell versioning info. |
Good to know
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The issue:
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Frequently Asked Questions on Dashboards
Check out FAQ on Dashboards
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