1. Budget initialization Smart data entry Adjustments & Allocations Simulation Modeling and configuration Workflow KliqPlan KliqPlan KliqCalc KliqPlan KliqTable KliqCalc KliqPlan P&L, Balance sheet KliqPlan KliqPlan KliqCalc KliqTable KliqObjects : take a tour in the Planning Suite!

2. KliqPlan version 3 Smart data-entry for Budgeting & Planning in QlikView 3. KliqPlan within your QlikView documents KliqPlan is an Extension Object that allows performing data-entry from within QlikView 4. and directly reloaded in all KliqObjects KliqPlan - Direct Access Architecture RDBMS Data inputed in KliqPlan are saved to a relational database (OLEDB) 5. Properties setting New Sheet Object : Just Drag&Drop to insert KliqPlan Ready to go! KliqPlan as easy as QlikView ! 6. KliqPlan within your QlikView documents Smart data-entry Audit trails Smart Paste WorkFlow Cells locking Blocked totals Data spread&break -back 7. Rows and columns reflect the current selection Leverage Set Analysis to dynamically filter a document section based on the current KliqPlan row KliqPlan - Full QlikView synchronisation Set Analysis objects 8. =150 +50 %10 Data Input, spread shortcuts, copy values and distribution KliqPlan - Smart Data Entry Check box List box Icons 9. 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 10. Use a QlikView expression to point at a base KliqPlan - Base your budget on existing data base Previous Year Forecast Difference = 150,000 Variance = 14 Enter the difference or the % variance to recalculate the input 11. KliqPlan $ $ input Save $ $ $ $ % % % % % Hierarchies Drivers Build the Allocation logic Detail level allocation Aggregated input Essential ingredient for : Activity Based Costing Driver-based Planning Top-down Budgeting Cost Analysis Sales Targeting Simulation models KliqPlan - Dynamic Allocations KliqCalc 12. KliqPlan - Smart Paste from Excel P1 P2 P3 P4 40 2 5 M1 M2 M3 M1 M2 M1 M2 P1 10 10 P2 1 1 5 P1 10 10 M1 M2 M1 M2 P1 3 10 P3 2 7 2 7 P1 P2 P3 P4 53 2 5 4 14 M1 M2 M3 Copy, n(P,M), Paste =replace Aggregation Aggregation & Consolidation Copy, n(P,M), Paste = add 13. Budget 2013 Base expression = sales Y-1 Sales 2013 + 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 14. Every property can be set through a QlikView expression. KliqPlan - Dynamic layouts! Properties - KliqPlan Settings Dimensions Expressions Input Base Lock Calculated columns Row Column Webserver Buffer Table In the expression you can: Use document variables to simplify maintenance Leverage the power of Set Analysis Use any QlikView function (e.g. QVUser, Today, GetSelectedCount) Manage conditions both from the document and from the SQL tables. KliqPlan therefore is a data-entry object whose behaviour can be dynamically set based on the context and business rules. 15. Aligned colors to other QlikView objects Workflow alert by cell (eg. If adjustment...) Recently modified cells [by] ... KliqPlan - More collaboration with notes & colors QlikView expression driven notes edit mode Comment texts stored in database Dimensions-related comments Linkable to workflow rules Note highlighted & displayed in tooltip QlikView expression driven color-coding On/Off Cell notes Color coding 16. KliqPlan - Workflow with control panel 17. KliqPlan - locking rules using QlikView Expression eg : locking closed month while reforcasting 18. KliqPlan - Audit Trail for each cell 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 19. Interface: automatic, based on XML files. KliqPlan - Dynamic localization Data: dynamic, based on QlikView Expressions 20. Revision 2Product /month Budget Initialization Smart Data Entry Collaboration Localization Segmentation Budgeting Session Product Budget approved Revision 1 Customer/month BudgetCreate new version Product > Customer Explosion Reload ERP SQL Product Budget KliqPlan ...for budgeting and planning with QlikView 21. KliqCalc version 3 Leverage your Excel models for P&L, Simulations, Planning in QlikView 22. KliqCalc for a financial approach Driver-Based budgeting, P&L, Financial reports, Simulation Multi sheet, Named cells, Cells format Excel-compatible integrated spreadsheet (270 functions) Data entry Break-Back Write-Back 23. KliqCalc - Combine Excel and QlikView power Use a simple Excel template to design your model, including formulas Connect cells to QlikView calculation and current selection 24. KliqTable version 3 Manage master tables and control the data repository 25. KliqTable - Manage entities (versions, products...) Web Table Editor