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