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Qlik

Qlik (pronounced "click") Sense is a data analytics platform, hosted by the UW School of Medicine and Public Health. It allows users to interact with data through visualizations, filterable reports, and other formats. 

Institutional data will be made available through the SMPH Qlik platform, including data from campus, UWHealth, and additional SMPH-specific data sources. This will include HR, financial, facilities, and educational data. Research data will, at this time, be limited to research administration. 

Dashboards and reports will be created in Qlik Sense by SMPH IT, as well as by developers from other units within SMPH, giving groups the freedom to build to their own needs and specifications.


Qlik

Release Timeline

DateMilestones
Feb-May 2019

First developers added to Qlik Dev Environment

Building of baseline security groups

Building of baseline Qlik data sets (QVDs)

May 2019

Innaugural developer-to-developer demo

Testing of security roles in Qlik Test Environment

First Qlik apps moved into Qlik Test Environment

June 2019

Launch of twice-monthly Qlik Developer Open Labs

Testing of security roles in Qlik Production Environment

Summer 2019First Qlik apps promoted to Qlik Production Environment

FAQ

Who 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.

What 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 help 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.

How 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.
I 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 support@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.

What are the different types of user roles in Qlik?

The following roles exist:
  • Developer - The primary responsibility of the Developer is to create Apps and sheets for use by other Developers, Data Citizens, and End Users. In some cases this will require creation and loading of data objects such as QVDs (Qlik data files) for content development. 
  • Data Citizen - The data citizen has advanced user capabilities and in some instances may work very closely with Developers. They will have access to create new content off of base applications created by Developers.
  • Stream Admin - The Stream Admin is responsible for approval of the content that gets published to a group's Stream, and also for approving requests for new users to be added to their stream.
  • User/Tester - The User/Tester will have access to the Test environment to review Apps before they are deployed into production. This would usually include validating data and reviewing content for accuracy and effectiveness of visualizations.
  • End User - End Users will be allowed to view and interact with content published by the users that fall in the categories above.



DevTestProd
Developer
  • Able to Duplicate Sheets
  • Able to create new objects (tables, graphs, etc.)
  • Consume/explore data
  • Load Data
  • Develop Apps
  • Develop Base sheets
  • Develop community sheets
  • Able to Duplicate Sheets
  • Able to create new objects (tables, graphs, etc.)
  • Consume/explore data
  • Able to Duplicate Sheets
  • Able to create new objects (tables, graphs, etc.)
  • Consume/explore data
Data Citizen
  • Able to Duplicate Sheets
  • Able to create new objects (tables, graphs, etc.)
  • Consume/explore data
  • Able to Duplicate Sheets
  • Able to create new objects (tables, graphs, etc.)
  • Consume/explore data
Stream Admin
  • Gives approval for new devs to be added to stream
  • View apps and sheets as created by others
  • Change parameters on their own views as provided by developer of a given app
  • Gives approval for new user acceptance testers to be added to [regular/sensitive] stream
  • Able to promote personal sheets to be viewable to others.
  • Responsible for approval of content published to stream
  • Gives approval for new users or data citizens to be added to [regular/sensitive] stream
User/Tester
  • View apps and sheets as created by others
  • Change parameters on their own views as provided by developer of a given app
  • View apps and sheets as created by others
  • Change parameters on their own views as provided by developer of a given app
End User

  • View apps and sheets as created by others
  • Change parameters on their own views as provided by developer of a given app

Learn more about responsibilities Developers and Stream Admins have in getting an app to production

How do I work with data in Qlik?

The core data to be used in Qlik enterprise reporting will be stored in files called QVDs. A QVD (QlikView Data) file is a file containing a table of data exported from Qlik Sense. QVD is a native Qlik format and can only be written to and read by Qlik Sense. See Qlik Data Overview.docx for more information on just how this works.

What kind of data is available in Qlik?

Each department will have their own area (Stream) for their data. You will be given access as needed by requesting  access from the Stream Administrators. There will also be some shared central data available. Finance Data will be coming from the SFS (WISDM) data warehouse, and HR data from the HRS (EPM) data warehouse. 

I'm a developer, and I need to include some finance data in some of my Qlik Apps. What do I need to do?

As a developer, you have access to the Finance data by using the FINANCE_QVDs folders found in the right-hand side Connections panel in the data load editor. At this time, the data is coming directly from the SFS - SFMRT(WISDM) warehouse. If you have worked with the SFMRT data in the past, the current QVDs are a direct match for what you would normally see in the database. Currently we have General Ledger, Period Summary, and Payroll Star sample data in the Development Environment. For more detailed information please see the SFS documentation.

I'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.

RESOURCES

On community.qlik.com, Qlik Sense App Development Community

New to Qlik Sense

Qlik Sense App Development

Qlik Sense Enterprise Documents

Top 10 Qlik Sense Enterprise Visualization Best Practices

Mike Tarallo's User Page

Tutorials / videos available on UW Box

  • For everyone starting with Qlik - 
    • Qlik Basics Tutorial  (This sample app is available in the "Everyone" stream in the enterprise Development environment. Please make your own copy to work with by right-clicking on the App, and choosing "Duplicate". A copy should appear in your Work area. Alternatively, if you have Qlik Desktop installed you can download the Beginner's tutorial.qvf file in Box.) 

Qlik Help Tips YouTube Playlist

https://www.youtube.com/playlist?list=PLkRFvjyuHFvJzisE2CizLezYenmn6DpBz

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