QlikView Documents – 17 Major Properties of Documents

In our last segment, we learned QlikView Database Connection. Here, we will discuss what is QlikView Documents, a backbone of Qlikview.

Moreover, we will discuss the properties of documents in QlikView.
Every feature we have till now seen or will see are either executed or are accessed through the QlikView documents window.
Let us explore Qlikview documents and learn about their properties.

What are the Qlikview Documents?

A QlikView document is made up of at least one sheet. It might also have more than one sheet depending upon the user.

QlikView documents contain many components like sheets, loaded data file from external sources, arrangements of connecting to a data source, tools to display in different ways and analyze data, a platform to edit the script and many more

Properties of Qlikview Documents

QlikView Documents have Properties that can access from the settings option present on the toolbar. Go to Document Properties or press CTRL+ALT+D. You will see a QlikView Documents properties dialogue box.

The QlikView documents properties dialogue gives many options to play with like Opening, Sheets, Sever, Variables, Security, Font, Layout, Extension and a few more. We will discuss the general as well as other document properties in detail.

i. General Properties

In the general tab, you have options like entering the title of the document, Author name. You can also set the degree of compression from the to save format option.

This compresses the file size to medium or high. You can also activate alert pop-ups, help pop-ups, select the background colour or set a background image. If you insert an image, it can also format hereby. Options like sheet object and tabrow style are also available.

QlikView Documents – General Properties

Background color could done with great detail as a separate dialogue box named Color Area opens up where you can select the shade of the color by clicking on the color bar in front of FIXED.

General Properties of QlikView Documents

ii. Opening

This property allows the user to customize the opening of a document. You can add an image or a sound clip which displays or gets played while the document opens. Not just this, but you can choose when do you want the image to disappear.

QlikView Documents Property – Opening

The options ‘Close on Mouse Click’ closes the image as soon as you click, or ‘Close after N seconds’ lets you set the time of closing.

QlikView Documents Property – Opening

iii. Sheets

The sheets tab lets you keep a track of the sheets and sheet objects the document contains. It displays no. of sheet object each sheet has, how many sheets are open, a title of each sheet, sheet object type etc.

You can also perform different operations on the sheets and sheet objects through the properties option.

QlikView Documents Property – Sheet

iv. Sever

You can manage different properties of Qlikview server and how it functions when a new data file is being loaded or it is being connected to an external source. Several refresh options are also available like refreshing automatically etc.

QlikView Documents Property – Server

v. Scheduler

Through the scheduler tab, you can set how often do you want your document to be reloaded.

QlikView Documents Property – Scheduler

vi. Variable

It lets you set a variable input option and select a constraint against which the variable entered will be checked.

QlikView Documents Property – Variable

vii. Security

An administrative mode user can access the security options provided from the User Privileges drop-down menu. All of them are checked by default and you can make changes according to your preferences. You have the option like Add sheets, Reduce data, edit script, reload, save a document and many more.

QlikView Documents Property – Security

viii. Triggers

You can select actions to be invoked to the document components. The actions can be set upon three layers of events i.e. document events, field events and variable events.

In the system screenshot attached below, you can see the types of actions available to be invoked on different events.

QlikView Documents Property – Triggers

ix. Groups

Through the groups’ tab, you can create field groups from the tables existing in a document. There can two kinds of field groups made, drill-down or cyclic.

You can tell the type of field group by a small sign made on the left of the group name. You can also add fields to group and name the created group as well. We have named our group as products and it is a drill-down group.

QlikView Documents Property – Groups

x. Tables

Tables tab have all the table details loaded in the document. If a table is loosely coupled it means that making one selection on a field will not propagate to all the others avoiding confusion. This tab has two list windows, one for Tables and another for Fields.

You can select the table to loosely couple if you wish. Other than this, the tab shows details like the number of fields, number of rows, the data type entered in each field etc.

QlikView Documents Property – Tables

xi. Sort

This tab allows you to sort the information or data given in a table through applying different criteria. Sorting criterions are given in the sort by option.

You can sort the data from the selected field by State, Expression, Load order, Frequency, Numeric Value, Text. The sort type can choose as Ascending or Descending.

QlikView Documents Property – Sort

xii. Presentation

In this tab, you are provided with the layout or presentation options for individual fields. You can align the text in the fields, choose a theme for new objects, select the search mode etc.

QlikView Documents Property – Presentation

xiii. Number

From the number tab, you can format your table fields containing numerical values. You can select the field, select the format type like integer, number, money, date etc., and can also set the precision or decimal points. A format preview can also see to make sure you have selected the right type.

QlikView Documents Property – Number

xiv. Scrambling

This tab allows you to apply scramble option on the one or more table fields you select. As soon as you click on the SCRAMBLE button it executes random shuffling or scrambling in your data. However, numbers are scrambled to numbers and texts to texts.

You cannot attain the original form of the data unless you reload the document (because then the scrambling gets deactivated).

QlikView Documents Property – Scrambling

xv. Font

The font tab lets you format the table’s text. You can choose a font from the long list of available fonts. Also, the font style and size can also select by you. You can preview the selected options on a preview window in the bottom half of the tab.

QlikView Documents Property – Font

xvi. Layout

You can choose and apply a layout design to the entire document which means each sheet object will have the same layout. You have options like Layer, Border width, Shadow intensity, Theme options, Scrollbar options etc.

QlikView Documents Property – Layout

xvii. Caption

Caption tab has options that allow you to add captions on objects residing within a document.

QlikView Documents Property – Caption

So, this was all about QlikView Documents. Hope you like our explanation.

Conclusion

hence, we have seen all the QlikView document properties window. It increases the efficiency of your work as it allows you to apply the changes upon the various document objects collectively, saving a lot of time and effort.