5 Easy Steps to Create Master Items in Qlik Sense for Consistent Visualizations

Creating consistent and reusable visualizations in Qlik Sense is easier when you leverage the power of Master Items. These are reusable objects that can streamline styling, formatting, and design across your dashboard. Master items save time and ensure uniformity in your visualizations. Here’s a step-by-step guide to help you create master items in Qlik Sense.

Step 1: Open the App and Create a New Sheet

• Launch your Qlik Sense app and navigate to the desired project.
• Add a new sheet or open an existing one where you want to create visualizations.

Step 2: Access the Edit Mode

• Click the “Edit sheet” button in the top-right corner of the interface.
• This will enable editing tools and reveal additional options for customization.

Step 3: Navigate to the Master Items Tab

• On the top-left pane, click the “Assets” tab.
• Select “Master items”, which allows you to create reusable Dimensions, Measures, and Visualizations.

Step 4: Create a New Master Item

1. Select whether you want to create a dimension or measure.
2. Click the “Create New” button to open the master item editor.
3. Enter a descriptive name for your master item to make it easy to identify later.
4. Customize the properties, such as formatting, expressions, or aggregations.
5. Set a color for the dimension or measure. This ensures that the selected color is consistently applied to these items across all visualizations.

Step 5: Apply Styling and Save

• Once you’ve finalized the properties and styling, click “Create” to save your master item.
• The master item is now ready for use and can be dragged and dropped into any visualization within the app.

Your master item is now ready for use and can be dragged and dropped into any visualization within the app.

Additional Tips for Master Items

• Use dimensions, measures, or custom expressions as the foundation of your master items.
• Apply master items to enforce consistent formatting and styling.
• Master items simplify your workflow by serving as reusable templates for future visualizations.

For a clear demo on how to create master items in Qlik Sense, you can refer to this YouTube video.

Master items not only make your dashboards visually appealing but also improve the maintainability of your Qlik Sense applications. By following these steps, you’ll be able to create a polished and professional dashboard effortlessly.