Course Introduction
Organizations increasingly rely on interactive dashboards and advanced data discovery tools to understand business performance, identify emerging trends, and make timely decisions. Qlik Sense provides a powerful business intelligence environment that enables users to combine information from multiple sources, explore data relationships, and communicate analytical findings through interactive visualizations. This course equips participants with the practical knowledge and technical skills required to develop professional Qlik Sense dashboards and use data discovery capabilities to uncover meaningful business insights. It focuses on transforming organizational information into accessible, visually compelling, and decision-oriented analytical applications.
The programme introduces the Qlik Sense environment, dashboard development principles, associative analytics engine, and data visualization capabilities. Participants will learn how to create applications, organize analytical sheets, configure dimensions and measures, and develop visualizations that address specific business reporting requirements. Particular attention is given to understanding how the associative data model enables users to navigate relationships between different datasets and investigate information beyond predefined reporting structures. Participants will explore how Qlik Sense supports guided analysis and self-service data discovery for users with different levels of technical expertise.
A major component of the course focuses on connecting, preparing, and modeling data for effective dashboard development. Participants will examine how to integrate information from spreadsheets, relational databases, cloud platforms, and enterprise systems. They will learn how to clean datasets, manage field structures, establish table associations, and resolve common data modeling problems that can affect analytical accuracy. The programme also introduces Qlik data load scripting, data transformations, calculated dimensions, measures, and expressions that support customized dashboard functionality. These skills enable participants to build dashboards that are not only visually effective but also based on reliable and properly structured information.
The course further explores advanced dashboard design and interactive data discovery techniques. Participants will develop skills in creating KPI visualizations, charts, tables, filters, drill-down dimensions, bookmarks, and other interactive analytical objects. They will learn how to design dashboards that support different business perspectives, from executive performance monitoring to operational analysis and departmental reporting. The programme also covers the use of set analysis, variables, expressions, and comparative analysis to investigate business performance, identify exceptions, and uncover patterns across different reporting periods, products, customers, and organizational units.
In addition to technical development, the programme considers dashboard usability, performance optimization, collaboration, security, and governance. Participants will examine how to structure dashboards for different audiences, apply consistent visual design standards, manage application content, and support reliable data reload processes. Emerging developments such as cloud analytics, embedded dashboards, artificial intelligence-assisted insights, automated data discovery, and API-enabled integrations are also discussed. The course emphasizes responsible information management, access controls, data quality, and documentation to ensure that dashboard solutions remain secure, maintainable, and aligned with organizational reporting requirements.
By the end of the programme, participants will be able to develop interactive Qlik Sense dashboards, integrate and model data from multiple sources, and use associative data discovery to identify actionable insights. They will understand how to create meaningful visualizations, develop customized analytical expressions, and communicate findings effectively to management and operational teams. These capabilities will help organizations improve reporting efficiency, strengthen analytical capacity, reduce dependence on static reports, and promote a culture in which employees can explore information independently and make better-informed decisions.
Duration
5 days
Who Should Attend
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Qlik Sense developers and dashboard designers.
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Business intelligence analysts and specialists.
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Data analysts and data visualization professionals.
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Business analysts and reporting officers.
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Management information system professionals.
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Database administrators and data management specialists.
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Financial analysts and management accountants.
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Sales and marketing performance analysts.
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Operations and supply chain analysts.
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Strategic planning and performance management officers.
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IT managers and information systems administrators.
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Business intelligence project managers.
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Data governance and data quality professionals.
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Research and business performance analysts.
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Managers and executives responsible for data-driven decision-making.
Course Objectives
By the end of this course, participants will be able to:
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Explain Qlik Sense architecture, associative analytics, dashboard development principles, and data discovery capabilities in the context of organizational business intelligence requirements.
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Navigate the Qlik Sense environment and develop structured applications, analytical sheets, visualizations, and interactive dashboards for different business reporting needs.
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Connect Qlik Sense to spreadsheets, relational databases, cloud platforms, and enterprise information systems to consolidate information for integrated business analysis.
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Apply data preparation, cleansing, transformation, and modeling techniques to improve data quality and establish reliable associations between different datasets.
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Create effective dashboard visualizations using charts, tables, KPI objects, filters, dimensions, and measures to communicate organizational performance clearly.
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Develop calculated dimensions, measures, expressions, variables, and set analysis statements to support customized business metrics and advanced analytical reporting.
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Apply associative data discovery, selections, bookmarks, drill-down functionality, and comparative analysis to identify trends, relationships, and performance exceptions.
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Design user-friendly dashboards using appropriate layouts, navigation, visual hierarchy, accessibility principles, and interactive features for different stakeholder groups.
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Optimize dashboard performance and implement suitable application publishing, data reload, access management, and governance procedures.
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Develop and present a complete Qlik Sense dashboard solution that demonstrates data integration, interactive visualization, data discovery, and actionable business reporting.
Comprehensive Course Outline
Module 1: Introduction to Qlik Sense Dashboard Development and Data Discovery
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Understanding business intelligence, data visualization, self-service analytics, and the importance of interactive dashboards in organizational decision-making.
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Exploring Qlik Sense architecture, including the associative analytics engine, applications, sheets, visualizations, and data management capabilities.
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Understanding the differences between static reporting, guided analytics, interactive dashboarding, and self-service data discovery.
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Navigating Qlik Sense Desktop and Qlik Cloud Analytics environments and examining their application development and collaboration features.
Module 2: Data Connections, Acquisition and Preparation for Dashboard Development
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Connecting Qlik Sense to Excel workbooks, CSV files, relational databases, cloud platforms, and other enterprise data sources.
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Using data manager and data load editor capabilities to import, inspect, organize, and prepare datasets for dashboard applications.
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Applying data cleansing, field transformation, formatting, filtering, and standardization techniques to improve data reliability.
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Identifying missing values, duplicate records, inconsistent categories, and structural data problems that can affect dashboard accuracy.
Module 3: Qlik Sense Data Modeling and Associative Relationships
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Understanding associative data modeling principles and how Qlik Sense establishes relationships between different tables and business entities.
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Creating data associations and managing key fields to integrate information from multiple operational and analytical sources.
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Using the data model viewer to examine table structures, identify synthetic keys, and resolve circular references and other modeling issues.
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Applying data modeling principles to develop efficient datasets for financial, sales, customer, inventory, and operational dashboard applications.
Module 4: Dashboard Design Principles and Visualization Development
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Understanding dashboard planning, stakeholder requirements, analytical objectives, and the selection of appropriate visualization techniques.
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Creating bar charts, line charts, pie charts, combo charts, scatter plots, tables, and other visualization objects for business reporting.
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Developing KPI objects, dimensions, measures, labels, and expressions to communicate organizational performance and key business indicators.
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Applying visual hierarchy, color selection, layout consistency, accessibility, and dashboard storytelling techniques to improve user experience.
Module 5: Interactive Dashboards, Filters and Navigation
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Designing interactive dashboards with multiple analytical sheets, visualizations, KPI summaries, and supporting data tables.
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Configuring filter panes, selections, drill-down dimensions, and interactive navigation to support detailed data exploration.
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Using bookmarks, alternate states, and comparative views to examine different business scenarios and reporting perspectives.
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Applying dashboard actions and user interaction features to improve analytical flexibility and simplify information discovery.
Module 6: Advanced Qlik Expressions and Dashboard Calculations
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Developing calculated dimensions and measures using aggregation functions, conditional expressions, and mathematical calculations.
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Applying set analysis to compare reporting periods, analyze selected business segments, and develop customized analytical views.
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Using variables, dollar-sign expansions, and reusable expressions to create flexible calculations and dynamic dashboard functionality.
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Implementing advanced analytical calculations for growth rates, profitability, rankings, performance comparisons, and trend analysis.
Module 7: Associative Data Discovery and Business Insight Generation
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Exploring possible, selected, alternative, and excluded values within the Qlik associative model to discover relationships between business data elements.
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Applying selections, filters, bookmarks, and drill-down analysis to investigate performance patterns across products, departments, customers, and time periods.
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Using comparative analysis, segmentation, ranking, and exception identification to uncover opportunities and operational performance challenges.
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Exploring augmented analytics, AI-assisted insight generation, automated data discovery, and emerging approaches to interactive business intelligence.
Module 8: Business Dashboard Applications and Practical Use Cases
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Developing executive dashboards for monitoring organizational KPIs, strategic objectives, departmental performance, and management priorities.
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Creating financial dashboards for budget monitoring, expenditure analysis, profitability assessment, and revenue performance reporting.
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Designing sales, marketing, and customer dashboards to analyze customer behavior, sales trends, product performance, and market opportunities.
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Building operational dashboards for procurement, inventory, supply chain, human resources, project management, and service delivery monitoring.
Module 9: Dashboard Performance, Publishing and Governance
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Optimizing dashboard performance through appropriate data models, efficient expressions, visualization management, and data loading practices.
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Publishing and sharing Qlik Sense applications through suitable enterprise or cloud environments to support collaboration and organizational reporting.
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Managing application permissions, user access, security rules, data confidentiality, and governance requirements for shared analytical resources.
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Configuring data reload processes, application maintenance, documentation, and quality assurance procedures for reliable dashboard operations.
Module 10: Practical Dashboard Development Project and Implementation
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Defining a business intelligence requirement and identifying relevant datasets for the development of an interactive Qlik Sense application.
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Preparing and integrating multiple datasets through data cleansing, transformations, associations, and appropriate data modeling techniques.
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Developing a complete dashboard with KPIs, charts, calculated measures, interactive filters, bookmarks, and data discovery functionality.
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Presenting dashboard findings and preparing recommendations for deployment, user adoption, governance, performance optimization, and continuous improvement.
Training Approach
This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.
Tailor-Made Course
This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: training@upskilldevelopment.com Tel: +254 721 331 808
Training Venue
The training will be held at our Upskill Training Centre. We also offer training for a group (at a discount of 10% to 50%) at requested location all over the world. The Onsite course fee covers the course tuition, training materials, two break refreshments, buffet lunch, airport transfers, Upskill gift package, and guided tour.
Visa application, travel expenses, dinners, accommodation, insurance, and other personal expenses are catered by the participant
Certification
Participants will be issued with Upskill certificate upon completion of this course.
Airport Pickup and Accommodation
Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: training@upskilldevelopment.com, +254 721 331 808
Terms of Payment:
Unless otherwise agreed between the two parties’ payment of the course fee should be done 3 working days before commencement of the training so as to enable us to prepare better.
