2024-06-22
Qlik Sense Financial Reporting Extension
Customizing Table for Reporting Purpose
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Side Track
It was some time ago that I posted articles into different communities. Now, I am trying to consolidate back all of my shared articles into my blog for easy reference. Also, I will also review a bit of them and see if any new information to supplement. As time goes, everything keeps changing. In particular to technology, in most of the time, we can see a lot of old stuff to be depreciated and come with new ideas, tools, etc. Let's ride on them and move forward! Let's stay tuned and updated!
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Qlik Sense Financial Reporting Extension
This extension is my first Qlik Sense extension. It was, in fact, previously achieved the same using QlikView. Due to the wave to migrate QV to QS, the method done in QV is no longer possible to be applied in QS. The only way is to make an extension to do it.
At first, I tried this because of curiosity. However, later I found it very useful because it let me to have a deeper knowledge in QS and also got more familiar a lot of things in QS that were behind the scene. Now, I revisit the post and share it again. I do not think it is good to share the extension because it is a bit out of date and I don't see a big demand in using this (at least, not many people approach me and ask about this recent years). Below is the original post.
https://community.qlik.com/t5/Integration-Extension-APIs/Financial-Reporting-Extension/m-p/1952079
Below is the content of the original post for reference.
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Financial Reporting Extension
Topic
Financial reports is actually a table with specific format. And each of the line is calculated from some accounts with some specific attribute filters. In QlikView, the frontend requirement is able to be achieved by customizing the straight table. And backend, it is also able to be achieved by associating the right amount to each of the reporting line. However, in Qlik Sense, because of its simplicity, it is no longer available. It is impossible to customize the table like cell border, font bold, font size, etc. While the world is migrating QlikView to Qlik Sense, it is still necessary for financial reporting.
Therefore, the only way to achieve this is to make use an extension to allow the reporting customization. The backend is still can still be the same to make use of the association.
Financial Reporting
Very Simple Sample
Settings Sample 1
Settings Sample 2
Keep Connected
Drop me a message for discussion and sharing if you find this interesting and useful.
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Qlik Sense Extension
Before ending this post, I would like to highlight a bit on using Qlik Sense Extension. Extension is handy and easy to use and apply but in general, it is risky. One typical issue is that it might be incompatible in future releases and often, it would not get an upgrade. Also maintaining an extension is time-consuming. Whenever there is a patch release or new version, regression test is needed. Unless the extension is highly dependent, otherwise, it would not get enough resources to support it. Being said, extension is still good to apply because the basic charts cannot offer. In short, I would recommend you to try the basic charts, customize the basic charts first before thinking of an extension solution.
By the way, my extension is not the same the PNL table from Qlik Visualization bundle. It is actually a free style HTML table allow you to customize each line. Definitely, it requires a QS model to maximize its usage. I will try to cover more about this later as the generic model design should be shared and learnt.
Thank you for reading. I hope it help you. Just leave a message if you have any discussion/share want to make.