In Qlik Sense, Set Analysis is one of the most powerful tools available to a Business Analyst for managing different subsets of data within the same app. Since both customers are working with the same finance dataset but have different objectives, creating multiple visualizations using set analysis allows the analyst to tailor the data views for each customer without duplicating the app or creating complex data models.
Key Concepts:
Set Analysis: This feature enables the creation of expressions that define subsets of data, allowing you to filter data within specific visualizations. This is ideal when multiple users need different insights from the same underlying dataset.
Flexibility: Using set analysis, you can specify conditions within individual visualizations so that each user can focus on their own segment of the data without impacting others.
Efficiency: This method avoids redundancy by ensuring you only need one app and one data model, instead of duplicating and maintaining multiple apps or applying complex logic such as Section Access.
Why the Other Options Are Less Suitable:
A. Apply Section Access: While Section Access is useful for managing security and limiting what users can see in the entire dataset, it is primarily designed to restrict data access based on user roles. In this case, both users need access to the same dataset but will conduct different analyses. Section Access would be an overly restrictive and complex solution for this scenario.
C. Duplicate and rename the apps: This is inefficient because it leads to redundancy and makes maintenance harder (e.g., any changes to the dataset or visualizations would need to be applied to both apps). It also increases the risk of inconsistencies across versions of the app.
D. Unpivot and re-associate the data tables: This option is not relevant to the problem, as unpivoting is more appropriate for transforming datasets rather than tailoring views for different users within the same app. It does not address the need for customer-specific analysis objectives.
References for Qlik Sense Business Analyst:
Set Analysis: In the Qlik Sense Business Analyst's toolkit, Set Analysis is covered as a method to manage diverse data subsets within single apps, providing the flexibility needed in multi-user environments without duplicating content.
Efficient Application Design: Best practices suggest maintaining a single app where possible to ensure consistency and ease of maintenance, which aligns with the approach of using Set Analysis.
By using Set Analysis, you provide both customers with tailored data views that are easily managed and updated within a single app. This is why option B is the most effective and verified solution.
