If you love QlikView and you ever thought "Wouldn't it be great to do data-entry inside QlikView and to be able to develop budgeting and planning applications?" ... now you can, with KliqPlan and the other members of the “Planning Suite” by KT Labs. KliqPlan is the first of a new line of Extension Objects by KT Labs (QlikTech Technology Partner). It supports data-entry within QlikView with a rich set of features including: data spread&break-back, blocked totals, cells locking, workflow, smart Paste, audit trails and a table editor. Find out more on www.ktlabs.com

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, Ʃn(P,M), Paste =replace
Aggregation
Aggregation & Consolidation
Copy, Ʃn(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