In the first part, we covered five essential best practices for designing Qlik Sense visualizations. Here are five more best practices to ensure your visualizations are effective and user-friendly:
6. Formatting Consistency Across Objects
Ensure that labels, fonts, number formats, and axis settings remain uniform across all visualizations.
Example: If one chart displays Sales in Thousands, ensure all other charts follow the same number formatting.
7. Most Used Selections at Top – Least at Bottom
Arrange filter panes and selection objects so that frequently used filters appear at the top for easy access.
Example: Place “Year” and “Region” filters at the top, while less frequently used filters like “Product Category” go at the bottom.
8. Choose the Right Visualization When Designing
Selecting the appropriate visualization type ensures data is presented effectively.
Example: Use a line chart for trends over time and a pie chart for percentage breakdowns, not vice versa.
9. Developer QS Version Matches Production
Ensure that the Qlik Sense version used for development matches the version in production to avoid compatibility issues.
Example: If production is on Qlik Sense May 2023, the development environment should use the same version to prevent unexpected issues.
10. Use of Common Variables for Expressions
Defining common expressions as variables makes it easier to update calculations across multiple visualizations.
Example: Instead of manually typing the Profit Margin formula in multiple charts, create a variable vProfitMargin and use it across all sheets.
By following these additional best practices, you can enhance your Qlik Sense visualizations to be more intuitive, consistent, and effective for end users.