Qlik Sense · Intro Training · 60 Min
Sixty Minutes with Qlik Sense.
No development, no scripting, no admin. Just what a business user actually does inside an app — in one focused hour.
Who this is for
Business users who consume dashboards in a corporate environment
What you'll gain
The confidence to open any Qlik app in the company and read it correctly
What we won't cover
Building, data modeling, or administration — that's a different course
60
minutes
Twelve slides. One hands-on exercise. One checklist you take with you.
- Four core skills
- One live exercise
- One takeaway checklist
The Core Idea · 02 / 12
A Dashboard That Answers Every Click Instantly.
The Associative Model
Most BI tools require you to pre-filter, set parameters, or press "Apply." Qlik is different. Every value in the dataset is silently linked to every other value in the background. The moment you click a value — a region, a product, a date — the entire screen recalculates around that selection in real time.
One Selection
Click any value in any visual or filter pane
Whole Screen Updates
Every KPI, chart, and table responds immediately
No SQL Needed
No Apply button, no refresh, no developer required
Your job as a business user: ask good questions through selections. The app does the math.
Click any node in the network — every connected dot lights up. One excluded node goes dark. That's the associative engine in a single image.
dfdsfddddNavigation · 03 / 12
Four Terms, One Hierarchy.
Before you can read a chart, you need to find the right app. Qlik Sense organizes everything into four levels — learn them once and you'll always know where you are.
1
2
3
4
1
Sheet
A single page inside an app — e.g., "Q3 Performance." One app may have many sheets, each focused on a different angle of the data.
2
App
A full dashboard for one business area — e.g., "Sales Overview" or "Customer 360." Apps live inside streams.
3
Stream
A folder organized by team or topic — Sales, Finance, Operations. You only see streams you have permission to access.
4
Hub
The library. Your starting point every time. Every app you have permission to open appears here.
Inside an App · 04 / 12
Five Zones. Learn Them Once.
Every Qlik sheet shares the same anatomy. Once you recognize these five zones, you can navigate any app in the company without guidance.
1
Top Bar
Smart search, bookmarks, undo/redo, and navigation controls. Everything you need to control your session.
2
Current Selections Strip
Displays every active filter — e.g., Region: France · Quarter: Q3. Read this before quoting any number.
3
Sheet List
The app's pages, listed on the left or top. Switch between views of the same data — Overview, By Region, By Product.
4
Visuals
KPI tiles, bar charts, line charts, scatter plots, and tables. Every visual is also an interactive filter.
5
Filter Panes
Usually positioned at the top of the sheet. Dropdowns for Region, Quarter, Product, and other key dimensions.
Selections · 05 / 12
A Selection Is a Question. The Screen Is the Answer.
Selections are the primary way you interact with Qlik. Every click you make is a filter applied to the entire app — not just the visual you clicked. Here are the four ways to make a selection:
Click a Value
Select it. Click again to clear it. Works in any list or filter pane.
Ctrl + Click
Add or remove individual values to build a multi-value selection.
Drag to Select a Range
Hold and drag across a chart or list to capture a range of values at once.
Smart Search
Type in the global search bar — scans every field in the app simultaneously.
You can select directly on a chart bar, pie slice, or table row — not just in filter panes. Each selection stacks on the previous one, narrowing your view further with every click.
Selections stack — each one narrows the picture further. The selections strip at the top always shows what's active.
The Color Code · 06 / 12
The Single Most Useful Idea in This Hour.
Gray means excluded — not empty.
Qlik's three-color system tells you the relationship between every value and your current selection. Master this and you'll never misread a chart again.
🟢 Green — Selected
You explicitly clicked this value. It is the active filter driving the current view. Example: France after you click France in the region list.
⬜ White — Possible
This value exists in the data and is compatible with your current selection. It would still make sense as an additional filter. Example: Paris, Lyon, Marseille when France is selected.
⬛ Gray — Excluded
This value exists in the data but does not match your selection. It is not empty — it simply has no overlap with France. Example: Berlin, Tokyo, São Paulo when France is selected.
Never interpret a gray value as "no data." It means the data exists but is excluded by your current filter. This is the most common misread among new users.
Selection Control · 07 / 12
Before You Quote a Number — Look Up.
The selections strip at the top of every sheet is your audit trail. It shows every active filter in the current session. Developing the habit of reading it before sharing any number is the single most important practice in Qlik.
Selections Strip
Shows every active filter — e.g., Region: France · Quarter: Q3 · Product: Bakery. Read it before every number you reference.
✕ Next to a Filter
Removes just that one filter while keeping all others. Use this for precise control when adjusting your analysis.
Clear All
Removes every active filter instantly. Returns to the full, unfiltered picture. Use it often between questions.
Back / Forward
Like Ctrl-Z, but for selections only. Step through your selection history without losing any work.
Save as Bookmark
Found a useful combination of filters? Save it as a bookmark with the star icon. You can return to that exact view in one click — or share the bookmark with a colleague.
The Golden Rule
A KPI showing €8.42M under France · Q3 · Bakery is not the company total. It is the total for that specific filtered context. Always check the strip.
Reading Visuals · 08 / 12
Label First. Number Second.
KPI cards are the most visible elements on any Qlik sheet — and the most frequently misread. Train yourself to read the label and context before the number.
€8.42M
Total Sales
↑ 12.4% vs last year. Only valid under current selections — check the strip first.
1,284
Active Customers
↓ 3.1% vs last year. A drop here warrants investigation — is the filter narrowing the count?
€2,645
Avg Order Value
↑ 2.0% vs target. Compare against the right benchmark — target, budget, and prior year tell different stories.
Label context matters. "Total Sales" under France, Q3 is not the company total. The label alone doesn't tell you the full story.
Comparison baseline. vs last year, vs target, vs budget — each tells a completely different story. Know which one you're reading.
Arrow color ≠ good/bad. For cost or churn metrics, a downward arrow is a win. Always read the context around the number.
Reading Visuals · 09 / 12
Every Visual Is Also a Filter.
Charts and tables in Qlik are not static images — they are interactive selection tools. Everything you see is both a display of data and a way to drill deeper into it.
Hover for Exact Values
Rest your cursor over any bar, line point, or slice to see the precise value in a tooltip. No guessing from axis labels.
Click a Bar, Slice, or Row
Makes a selection that propagates to the entire sheet. Clicking the "Bakery" bar selects Bakery across every visual simultaneously.
Column Header Sorts
Click any column header in a table to sort ascending. Click again to flip to descending. The sort is your view only — it doesn't affect others.
Pivot Table — Your View Only
Drag dimensions between rows and columns to restructure the table. Changes are personal and do not affect other users of the app.
Click the tallest bar in a revenue chart — you've just filtered the entire sheet to that product category. That's the power of Qlik's associative engine applied to visuals.
When you click a visual element, watch the selections strip at the top update immediately — confirming exactly which filter was applied.
Practice · 10 / 12
Five Steps. On Your Own Machine.
Use everything covered so far: navigation, making selections, reading the color code, checking the selections strip, and clearing. Complete all five steps — finish with one sentence describing the story on screen.
1
Open the Sales Overview App
Navigate from the Hub → Sales stream → Sales Overview app. Open the Q3 Performance sheet.
2
Select Your Region
Click your region in the filter pane. Watch every KPI and chart update instantly. Note what changes.
3
Add Quarter Q3
Select Q3 from the quarter filter. Confirm that both filters appear in the selections strip at the top.
4
Click the Tallest Bar
In the revenue-by-product chart, click the tallest bar. Watch the rest of the screen respond to that selection.
5
Describe the Story
Write one sentence that describes what the screen is telling you. What product, region, and quarter are you looking at? What's the headline number?
Trainer note: Walk the room. Ask each person "what's in your selections strip right now?" — that's the habit you're building in this session.
Watch Out · 11 / 12
Six Mistakes Worth Remembering — and Avoiding.
1
Quoting a Number Without Checking Selections
A filtered KPI is not the company total. Always glance at the selections strip before referencing any figure in a meeting or report.
2
Confusing Gray With Zero
Gray means excluded by the current selection — not "no data." The value exists in the database; it simply doesn't match your filter.
3
Forgetting to Clear Between Questions
Each new question starts with the previous filters still active. Hit Clear All before starting a fresh analysis to avoid misleading results.
4
Treating an Export as the Source of Truth
An export to Excel is a snapshot of one moment with one set of filters. The live app is always the authoritative source.
5
Clicking Edit Sheet or Reload
Those are developer actions. If you find yourself there, press Escape or navigate back. You won't break anything, but it's not your territory.
6
Assuming Green Always Means Good
For cost, churn, or defect metrics, a downward arrow is a positive outcome. Always read the metric's context before judging the direction.
Summary · 12 / 12
Four Habits. That's All.
You don't need to memorize every feature. Build these four habits and you'll use Qlik confidently from day one.
✓ Check the Selections Strip
Before any number you quote — in a meeting, a report, or a conversation. The strip tells you exactly what's filtered.
✓ Read the Colors
Green = selected. White = possible. Gray = excluded, not empty. Know the color code before you read the chart.
✓ Clear All Between Questions
Start every new question with a clean slate. Don't let a previous filter silently contaminate your next analysis.
✓ Step Back, Not Reload
If something looks strange, use the Back button to undo your last selection. Reload is a developer action — it's not what you need.
For free practice, open any favorite app in the Hub and explore with these habits in mind. The more questions you ask through selections, the faster your confidence grows.
Questions?