I love the analysis that can be done using Qlik’s Set Analysis, but its syntax leaves too many business users lost and confused. Those same business users that use Excel today for their analytical needs and aren’t completely convinced that Qlik is accessible enough to perform their own custom analysis.
I believe that one day applying simple and complex business rules will be made easier, but until then, I’m going to share tips and tricks to keep Set Analysis syntax as simple as possible. Additionally, I will use examples of commonly used indicators that you can re-use for your own Qlik applications.
One of the confusing attributes of Set Analysis syntax is knowing when to use double quotes ( ” ) and when to use single quotes ( ‘ ). According to Qlik Help (a great resource),
A search is always defined by the use of double quotes, e.g. <Ingredient = {"*Garlic*"}> will select all ingredients including the string ’garlic’.
A search can also be based on a formula or a range. For example, <Customer = {“=sum(Sales)>10000”}> will select all customers that have a sum of sales greater than ten thousand and <Year={“>=2008<=2010”}> will select all including between and including 2008 and 2010.
Continue reading “Set Analysis – New and Lost Customers with Nested Advanced Search”