Vizlib Finance Report – Introduction

Note: All Climber Extensions (including what was previously called Climber P&L) have been acquired by Vizlib in April 2019 and are now part of our value-added product portfolio for Qlik Sense.

The finance department has specific needs around formatting and functionality for tables which can be very different from other types of analysis. If you have tried to create a Profit & Loss table or a Balance Sheet within Qlik Sense you will have experienced the limitations of standard analytic tables. With Vizlib Finance Report (P&L), we have created a table targeted specifically to the needs of a finance department.

You can easily create financial tables and make them look just the way the CFO wants. To get started quickly with Vizlib Finance Report, you can watch our tutorial here.

Note: Building a P&L application does require a solid Qlik developer background as well as an understanding of finance and P&L setup. Do not attempt to build an app with Vizlib Finance Report if you do not have those skills. Vizlib Finance Report includes a template, and while it does not completely automate the build process it should significantly speed up the pace of development.

Vizlib Finance Report also lets you take reporting to the next level by allowing users to add live comments to the data from within the financial report. The setup is completely secure and it is possible to set up multiple levels of reporting. For example, a department can comment on their data, the regional manager can add their view and the CEO can see the whole picture. Comments are added in real time, with no reloads or waiting required to see the comments.

Note: Comments require a separate back-end installation and as of version 2.3.0 this is not available for trial.

We've organized our documents into several categories, and to make them easy to find, we've included keywords in the document title.

This topic contains the following sections:

Introduction
Guides
Properties
Troubleshooting
Changelog
Examples

Introduction

This page helps you get started with Vizlib Finance Report and explains where to find the information you need.

If you're new to our products, why not watch our video on getting started with Vizlib here?

You can find the latest version of Vizlib Finance Report on our User Portal in the Finance section of the Downloads page. The software includes an installation file, a template and a demo app showing you how Vizlib Finance Report works.

Vizlib Finance Report is the Vizlib Finance product, you can find out more about it by watching our product demonstration. You can also download the product catalogue here.

Guides

Guides are articles which contain technical information relating to Vizlib Finance Report.

Vizlib products all have the same installation process, and there are installation guides for Qlik Sense server and desktop.

There's a tutorial to show you how to start working with Vizlib Finance Report here, and you can also find guides on downloading the Demo App and Templates, report and template Configuration, using Workspaces, and how to manage nPrinting.

Properties

Properties articles contain information on the Property Panel, which you use in the Qlik Sense Hub to manage functions for Vizlib Finance Report. These articles cover subjects like working with Data (Dimensions and Measures), Sorting and Add-Ons, Row Styles, Export Settings, Comments, Vizlib Viztips and Tooltips, report Settings and Appearance.

Note: You will need to install Vizlib Library to use Viztips with Vizlib Finance Report.

Best Practice and Troubleshooting

You can use our Best Practice and Troubleshooting articles here to help you get started using Vizlib Finance Report. You can find the article here.

Changelog

The Changelog contains details for each release of Vizlib Finance Report, such as new features and bug fixes. You can find the changelog here, and you can sign up to receive notifications of new releases for all Vizlib products here.

Examples

Here are some examples of completed reports for you. Figure 1 below shows a layout for a Profit & Loss table, Figure 2 shows customized looks for a report, and Figure 3 shows an example report with comments enabled.