Using the Quill for Qlik extension, you can assign relationships between measures in narratives about multi-measure visualizations.
Narratives for Qlik supports two types of relationships that produce richer, more insightful narrative content. The supported relationships are Actual vs. Benchmark and Current vs. Previous Period. This guide will walk through benchmark analysis.
Note - You can apply multiple relationship stories at the same time (in the same narrative)
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Where is the Benchmark Analysis Useful?
- Quota Reporting - instantly know if you are over or under your performance benchmarks
- Significant Insights - understand if there are data points that require additional analysis
Line Chart Actual vs. Benchmark Relationship
In this example, we will have a line chart measuring the total return of a fund over time against a benchmark. Applying a 'Actual vs. Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.
1. Open up the narrative settings by clicking the gearbox icon. After clicking Measures and then Relationships in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.
2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:
3. You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.
Bar Chart Actual vs. Benchmark Relationship
Similar to the line chart, this example is comparing a metric to a benchmark. However, this is occurring over a discrete x-axis. Our example shows revenue and a benchmark across product groups. The goal of this narrative is to show which of the products are performing best and worst when compared to the benchmark.
1. Open up the narrative settings by clicking the gearbox icon. After clicking Measures and then Relationships in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.
2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to.
3. You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.