Hey guys, welcome to the PinIt demo where
we'll learn more about the basics of PinIt.
PinIt is an at a glance monitoring tool for
Qlik Sense. That gives everyone in your organization
personalized and relevant pinboards containing
visualizations from different apps and sheets
In order to show PinIt's features, we have
pinned some objects from our CRM app on the
left and combined them with objects from our
Sales app on the right
Let's take a closer look at PinIt by re-creating
this pinboard.
On the lefthand side we can see the streams
which are available. Due to the full integration
with Qlik Sense and it’s security, we only
see the dashboards that we are allowed to
see.
We'll start by getting a list of all available
objects in the “Consumer Sales” application.
The items across the top show the different
sheets in the app and also an overview of
all master visualizations in the application.
The panel below shows all of the objects on
the selected sheet.
A search bar let's us quickly narrow down
the objects in the display.
Clicking on an object gives us a preview and
let's us add it to a pinboard.
We'll add the TY (This Year) Margin KPI by
clicking "Pin to Pinboard"
As you can see we do not have any pinboards
yet.
We'll now get the option to create one.
We'll call it “CRM & Sales”.
Once we click save, the pinboard is created.
It can be accessed from the top of the screen.
The TY Margin KPI is now pinned to it.
Let's use the preview function to see if there
are any other relevant objects that we want
to add to our pinboard.
We'll add TY Sales KPI, the Margin % by product
Sub Group and the Sales by State pie Chart.
Now that we've added the first visualizations,
let's go to another sheet.
We'll go to Sales Analysis and add the Revenue
by Product Group bar chart.
We want add the treemap from the “Sales
Rep Performance” sheet, so let's search
for the treemap.
With the results narrowed down to a single
object, we can now easily add it to the pinboard.
Now that we have all the objects we want from
the Consumer Sales application, let's go to
the ‘CRM application’.
Again, we'll fetch the list of objects in
the application by clicking ‘Get Charts’.
From this application, we want to add six
objects:
Now that we've pinned all the items that are
relevant to us, let's open the CRM & Sales
pinboard.
As you can see, all the visualizations that
we pinned are shown on the pinboard.
We can improve the layout by ‘editing’
the pinboard and arranging the objects as
we wish.
Now we have our own custom pinboard, showing
only those visualizations relevant to us,
from across multiple Qlik Sense applications.
Of course, if we want to see the underlying
application and sheets, to analyze why changes
have occurred, we can click on any object
to immediately go to the right application
and sheet.
And that's how easy it is to create a pinboard
with PinIt.
Get in touch if you want to try PinIt for
yourself,
it's easy to install and free for up to 5
users.
Go to bitmetric.nl/pinit to find out more.
