KliqPlan©

version 2.1

Smart data-entry for Budgeting & Planning in QlikView

ERP

Budget initialization

Smart data entry

Adjustments & Allocations

Simulation

Modeling & Configuration

Workflow

KliqPlan©

KliqPlan©

KliqDriver©

KliqPlan©

KliqTable©

KliqCalc©

KliqPlan©

P&L, Balance sheet

KliqPlan©

KliqPlan©

KliqCalc©

KliqTable©

KliqPlan© : the Planning Suite Keystone

KliqPlan© within your QlikView © documents

KliqPlan is an Extension Object which allows performing data-entry from within QlikView

RDBMS

Web Service1

Data inputed in KliqPlan are saved to a relational database (OLEDB)

2and loaded back in QlikView

KliqPlan© - Architecture

2 Properties setting

1New Sheet Object :Just Drag&Drop to insert KliqPlan

3

Ready to go!

KliqPlan© as easy as QlikView© !

• Rows and columns reflect the current selection• Leverage Alternate States to dynamically filter a document section

based on the current KliqPlan row

KliqPlan© - Full QlikView synchronisation

Alternate state objects

KliqPlan© - Main features

Smart data-entry

Audit trails

Smart Paste

WorkFlow

Cells locking

Blocked totals

Data spread&break

-back

=150

+50

%10

Data Input, spread shortcuts, copy values and distribution

KliqPlan© - Smart Data Entry

Check box

List box

Enter the new total (row, column or grand total) to spread it back automatically. Work at an aggregate level with hierarchy-based top-down spread.

KliqPlan© - Spread-back, Break-back

Use a QlikView expression to point at a base

KliqPlan© - Base your budget on existing data

basePrevious Year

Forecast

Difference = 150,000

Variance = 14

Enter the difference or the % variance to recalculate the input

You can access & edit master files tables from within KliqPlan. e.g. to insert new products or new versions.

Insert new records

Edit existing records

KliqPlan© - Table Editor using KliqTable ©

KliqPlan© - Smart Paste from Excel

P1P2P3P4

40

2 5

M1 M2 M3

M1 M2 M1 M2P1 10 10 P2 1 1 5P1 10 10

M1 M2 M1 M2P1 3 10 P3 2 7 2 7

P1P2P3P4

53

2 5

4 14

M1 M2 M3

12Copy, Ʃn(P,M), Paste =replace

AggregationAggregation & ConsolidationCopy, Ʃn(P,M), Paste = add

KliqPlan

KliqPlan

Budget 2013

Base expression = sales Y-1 Sales 2012+

smart data entry

KliqPlan

New products

+ smart paste

+ smart data entry

Create new product

KliqTable

QV Reload

KliqPlan© - ...for an easy Budget creation

Base expression = forecast

Smart Paste

New product forecast

Paste by reference

Detect code/description

Automatic transposition

KliqPlan© - Lock cells access thanks to QlikView ©

Budget 2013 Products Jan Feb Mar Apr May Jun Jul

Selection

Brands

KliqPlan

KliqPlan© - QlikView© expressions driven Workflow

Budget 2013Actual

Products <> Product Manager

Session

Aligned colors to other QlikView objects

Workflow alert by cell (eg. If adjustment...)

Recently modified cells [by] ...

KliqPlan© - Workflow driven cell notes + color coding

QlikView expression driven notes edit mode

Comment texts stored in database

Dimensions-related comments

Linkable to Workflow rules linkable

Note highlighted & displayed in tooltip

QlikView expression driven color-coding

On/OffCell notes

Color coding

KliqPlan© - Cell based Audit Trail

KliqPlan recognizes and uses automatically the following fields for audit trail:

Field Name Field Type Description

kp_user Nvarchar User name

kp_created datetime2 Date/time of creation

kp_modified datetime2 Date/time of last change

Interface: automatic, based on XML files.

KliqPlan© - Dynamic localization

Data: dynamic, based on QlikView Expressions

Revision 2Product /monthBudget

Initialization

Smart Data Entry

CollaborationLocalisation

Segmentation

Budgeting Session

Product Budget approved

Revision 1

Customer/monthBudgetCreate new

version

Product > Customer Explosion

Reload

ERP

SQL

Product Budget

KliqPlan©...for budgeting and planning with QlikView