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Measure Relationships - Updated for N4Q 1.5

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Using the Narratives for Qlik extension, you can assign relationships between measures in narratives about multi-measure visualizations. 

Previous versions of Narratives for Qlik allowed users to apply a 'portion' relationship between measures to generate narratives with knowledge that one measure is a portion of another measure in the chart. Two new relationships have been added, 'Comparison to Benchmark' and 'Period Comparisons'. This guide will walk through all three relationships in detail.

Portion Relationships

In this example, we have Central Revenue and Revenue both plotted over time in a multi-measure line chart. We will want to inform the extension that Central Revenue is actually a 'component' of overall Revenue.

1. To get to our relationships settings, we will utilize the Narratives for Qlik narrative settings. When you hover over the upper-right of the narrative object, you will see a set of icons. Click on the 'Settings" icon. 

Once in the settings modal, click on "Relationships". You will see the list of possible relationships you can apply between measures. Click "Portion" to identify the related measures.

2. Use the drop downs to specify that one measure is a portion of another. Once the relationship has been applied, it will look like the below.

3. After you've selected the parent measure (in this case, 'Revenue), your relationship will be saved. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more relationships by clicking "Add Relationships". We will click "Close" to generate a new narrative.

Line Chart Comparison to Benchmark Relationship

In this example, we will have a line chart measuring the total return of a fund over time against a benchmark. Applying a 'Comparison to Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

 

 

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3. You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

Bar Chart Comparison to Benchmark Relationship

Similar to the line chart, this example is comparing a metric to a benchmark. However, this is occurring over a discrete x-axis. Our example shows revenue and a benchmark across product groups. The goal of this narrative is to show which of the products are performing best and worst when compared to the benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3. You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

Bar Chart Comparison of Time Periods

In this example, we have a bar chart that is measuring the same metric, but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight.

1.Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.

2. Use the drop downs to select which measure reflects the current/most recent period and which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

3. You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

Messaging

The 'Compare to Benchmark' and "Time Period Comparison" relationships require certain scenarios in order to be activated. For example, a metric can only be compared to a benchmark if the two measures have the same 'Aggregation Type', or the time period comparison can only occur in a bar chart narrative. The 'Relationships' window within narrative settings will provide the user with a checklist of these conditions.

 

 

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