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GENERAL QUESTIONS

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titleWho can log in to Qlik?

Direct Qlik access is limited to known users at this time. As we move toward release of the Test and Production environments we will update this with additional information.

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titleHow do I get access to Qlik?

Please fill out our Qlik User Request form. You will need the netid and email of the user to be added. Upon submission of the formTo request access, please email data@med.wisc.edu and CC the relevant Stream Admin. Please note Name, NetID, Stream and Role being requested for all users. For more info on Streams, see Streams, Stream Admins, and Published Apps in SMPH QlikSense. For more information on Roles, see Roles in UW SMPH Qlik.  Upon sending of the email, a ticket will be created, and you will be notified if more information is needed, or when the ticket is complete. If your area is completely new to Qlik and you don't see your area listed in the linked documentation, please send a general inquiry to data@med.wisc.edu requesting more information.


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titleWhat are the 3 Qlik environments, Dev, Test, and Production?

SMPH is providing 3 Qlik environments:

  1. Production: This is where applications that are tested and ready to use will live. Most end users will only see the Production environment.
  2. Test: This is where power users or subject matter experts help developers test Qlik applications that are being prepared for moving to Production. 
  3. Development: This is where development of new Qlik Sense apps and work to update existing apps will take place. Only Qlik developers will have access to the development environment. 

Learn more about roles in each environment in SMPH Qlik Sense.

Learn more about how Qlik dashboards move through the environments.

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titleI'm a new User to Qlik and I'd like some information on how to work with Qlik Dashboards (How do I filter, sort, etc. the data that I'm seeing?).

If you're a new User of Qlik, here’s a nice introductory document for Interacting with Qlik dashboards.This guide outlines the different types of visualizations you will find in Qlik, and how to interact with them by using different search, selection, and filtering methodsTo get started using Qlik, follow this two-page Tip Sheet on navigating Qlik, using filters, exporting data, and creating bookmarks. For more extensive instructions on these topics and more, go to Qlik's document on Interacting with Qlik dashboards.


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titleI have an idea for a dashboard or report. How can we make it happen?

We are preparing a fillable form to initiate a conversation for something you'd like to see in Qlik. In the meantime, please send an email to data@med.wisc.edu to get started. If your idea has SMPH-wide appeal, we will discuss collaborative development options.

Learn more about what it takes to get an idea to production.


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DEVELOPER QUESTIONS

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titleHow do I get started as a developer?

To get started as a developer:

  • You must have completed your HIPAA security training (usually handled within your first days of employment and updated annually). Learn more about HIPAA at SMPH
  • Send an email to data@med.wisc.edu 
    • This will be a relatively simple process if you are working with a unit that already has at least one developer established.
    • If you are the first developer for a new unit that would like to would like to start development, we will discuss the right person to fill the role of Stream Admin for your unit. Learn more about roles in SMPH Qlik Sense.
  • We will take you through steps to review a data agreement, and provide materials to start getting up to speed in Qlik Sense.

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titleI'm a developer and I'd like to include some HR data in my Qlik Apps. What do I do?

As a developer, you have access to the Human Resources data by using the HR_QVDs_EPM or the HR_QVDs_AADW folders found in the right-hand side Connections panel in the data load editor. The EPM folder contains data coming directly from the HRS - EPM data warehouse. If you have worked with the HRS/EPM data in the past, the current QVDs are a direct match for what you would normally see in the EPM database. The AADW folder will contain data that has been grouped into categories such as demographics, compensation, contact info, etc. For more detailed information on the EPM (HRS) source data please see the EPM data warehouse documentation.


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titleI'm not sure about where this central data is coming from. What are AADW, EPM, and SFS and how does it all fit together?

Here's a diagram that shows where the central core data is coming from:

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titleI've just built an app and I'm ready to show it to others. What do I do?

If you are showing it to another Developer, publish it to your the appropriate stream, and the other Developer will be able to see it there. Once there, the other Developer can review the App, or duplicate it and work on their own copy if collaborative development is needed.

If you are showing it to a Tester please fill out the App Deployment Request form, and your App will be moved to the Test server.If your App has been reviewed and is ready for production, please fill out the App Deployment Request form, and your App will be moved to the Production server., or if your App has already been tested and reviewed and ready for production,  please send an email to data@med.wisc.edu and CC the relevant Stream Admin. Please include the AppName, StreamName and signify that you would like to move your app(s) to either the Test or Production environment. Upon sending of the email, a ticket will be created, and you will be notified if more information is needed, or when the ticket is complete. 


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titleHow do I move my Apps into Test or Production?

Check in with the steps required in the Process to Get from Idea to Production. 

All App deployment is handled by the centrally by the Qlik Administrator. To deploy your App to the Test or Production server, please fill out the App Deployment Request form, and your App will be moved to the requested environment  Please send an email to the relevant Stream Admin and CC data@med.wisc.edu. Please request approval from the Stream Admin and include the AppName, StreamName and signify that you would like to move your app(s) to either the Test or Production environment. Upon sending of the email, a ticket will be created, and you will be notified if more information is needed, or when the ticket is complete. 


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titleMy data resides in RedCap. How do I get started using Qlik with RedCap

Qlik access to RedCap data can be set up using a REST connection. See our Redcap connection documentation for more details.


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titleHow do I let a user know that they have been set up with access to Qlik?

You can use the New User Notification Template out on Box. It has links to the Dev/Test/Prod sites as well as helpful links in getting started with Qlik.