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Visually improve your Qlik reporting in 10 steps without a script

Qlik Cloud

A visually appealing report in Qlik Cloud without writing a JSON file. Is that possible? Absolutely! In this step-by-step plan we show you what the possibilities are. There is a lot possible in 'default' in the menu on the right in the Qlik Cloud environment. This menu on the right is always our starting point. Logically, we will go through it in 10 steps.

Step 1: Sales Demo Data reporting with Qlik Sense Classic app theme

Step 1 Qlik Sense Classic

The sheet contains a filter menu column, 1 logo, 3 KPIs, 2 donut charts and 2 bar charts and time filters. These are default visualizations in Qlik.

Step 2: Determine grid size

It is important to use a small grid to maximize your canvas space. A grid that is too large wastes space and hinders creativity. Therefore, set the grid to its minimum size via the menu on the right by following these steps:

Edit sheet -> Sheet Properties -> Grid spacing -> Custom -> Grid spacing: 42 (slider bar on the far right).

Step 3: Add background image

In a design tool such as Figma, Adobe XD, Adobe Illustrator or Adobe Photoshop you can easily create a background image. Keep the size 1920 x 975 pixels. We have arranged the background image in such a way that there is room for the logo and the time-based filters in the dark gray part. The page filters go in the white part and the visualizations go on the light gray part. You save the image as a .png and add it to the media library. You add the image as follows:

Edit sheet -> Sheet properties -> Styling -> Background switch from auto to custom -> background image -> media library -> Select image -> Upload media -> In App -> “Filename.png” -> Insert.

See how the gray area in the background immediately creates dimension:

step 3 qlik cloud


Step 4 Make Qlik Cloud visually appealing

Step 4: Formatting Visualization Containers

Now that the background has been added, let's look at the visualizations. These are all on the gray area, but without logic. You can easily solve this by adding a white background color per visualization so that it looks like the visualizations fall within containers. You have to do this per visualization, so it is a repeating process. You add the visualization container as follows:

Edit sheet -> You click on 1 visualization (the selected visualization gets a green border) -> Appearance -> Presentation -> Styling -> General admission -> Background color -> Single color -> #FFFFFF (white).

Step 5: Scale and place elements

This way the report looks much better. However, there are still many containers pressed together. We are going to give the tight spaces between the white areas some more air, which also brings an emotional aspect. It is important to arrange the dashboard in a logical way for the user/reader, so you put the logo in the top left corner. You do this as follows:

Edit sheet -> Click on logo (the selected visualization will have a green border) -> Scale the logo to the desired size.

You then also use these steps for the time filters, the page filter column, the visualizations on the canvas until everything has space. The golden rule here is to stay away from the edge as much as possible. An example of how you could layout it is shown below:

Step 5 Qlik Cloud visual


Step 6 Qlik Cloud visualization

Step 6. Add dividers between filters

An option that we like is to add dividers (stripes) to the filters. This breaks up the filter bar a little better and makes the transition easier to read. You can add these stripes as follows:

  1. Edit sheet -> Custom objects (leftmost menu) -> Qlik Dashboard Bundle -> Line -> Drag between filters on canvas -> Presentation -> Orientation -> Vertical.
  2. Appearance -> Presentation -> Stroke -> Single color -> Color: #BBA476.
  3. Appearance -> Presentation -> Width -> 2

See the result next to it.

Step 7: Color Time Filters Buttons

The default color of the filter buttons is Qlik green. That may fit, but for this theme we are going to 'track' it. This is about the color of the button when it is selected. You do this as follows:

Edit sheet -> Click on time filter 2020-2022 (the selected visualization will have a green border) -> Appearance -> Colors -> Selected background (Qlik Green) -> Type #BBA476 in the bar.

Then do the same with the time filter January to December.

Step 7 Qlik Cloud visualization

Step 8: Adjust titles and fonts

A big advantage of the Qlik Cloud environment is that it has many standard theme fonts. For this report, the font Open Sans, Serif was chosen. We will also apply this everywhere. This is not the same for every visualization, so a three-part division for this step. You add the fonts as follows:

8A: KPIs (Top 3 horizontal white blocks)

Edit sheet -> Click on first KPI (the selected visualization will have a green border) -> Data -> Second KPI -> Delete.

Next: Appearance -> Styling -> Change any available font from QlikView Sans to Open Sans Serif. -> 13px -> #2D2C31.

8B. Visualizations (Middle 3 blocks and bottom white block)

Edit sheet -> Click on first donut chart (the selected visualization will have a green border) -> Appearance -> Styling -> Change any available font from QlikView Sans to Open Sans Serif. -> 13 px -> #2D2C31.

8C. Filter titles (Time-based and page filters)

Edit sheet -> Click on the first time filter (the selected visualization will have a green border) -> Appearance -> Advanced HTML/CSS -> Custom “Font-family:” css string -> Type Open Sans in the white bar.

Next: Appearance -> Advanced HTML/CSS -> Custom CSS style for every element -> font-weight: bold; color: type #2D2C31.

Do these steps for all visualizations you have and play a bit with thicknesses for titles, size for body text etc.

Your worksheet will look like this:

Step 8 Visualization Qlik Cloud

Step 9: Adjust colors in visualizations

Now that we are already quite far in the right direction, we need to talk about color usage. The Qlik Sense app theme has standard strong colors such as blue, yellow and red. These colors have been selected in such a way that a good distinction can be made between categories. So in principle, these are already good in themselves. However, we will show an example of how you can adjust these colors to your desired taste. You do this as follows:

Edit sheet -> Master Items (leftmost menu bar) -> Size -> Right click on Collection -> Edit -> OK -> Value Colors.

Here you can adjust the colors as you wish. We always recommend a grayscale palette. But for this example we will also add a gold color. When you hover over the palette with your mouse you can choose a code for each value in the collection:

Qlik: #ABA7A7, Sense: #D0CECE, Victa #BBA476 -> Save.

You can then do this for measurements in the same way. Here you only check “Measures” instead of “Dimensions”.

Step 9 visuals Qlik Cloud

Step 10: Determining thickness visualizations

You can then adjust the thickness of the donut chart, bar chart, etc. to finish it off.

Edit sheet -> First Donut Chart (the selected visualization will have a green border) -> Appearance -> Presentation -> Styling -> Chart -> Inner radius -> 0.6. Follow these steps for the other visualizations as well.

You can play with this inner radius for the desired effect. The bar chart can be formatted in a similar way at “Bars -> Bar width”. Follow these steps for the other visualizations as well.

Below you can see the final result of your custom worksheet without using a JSON file:

Step 10 final result Qlik Cloud visuals

Bonus: Quick wins

  • Quick win 1: Padding

Padding is something we can't adjust in Qlik itself. However, there is a workaround to add a white border so it looks like the visualization has padding. This is how it works:

Edit sheet -> First Donut Chart (the selected visualization will have a green border) -> Appearance -> Presentation -> Styling -> Border -> 15px -> #FFFFFF. Follow these steps for the other visualizations as well.

  • Quick win 2: Add shadow

Now that the padding has been added, we can give the visualizations a shadow border for extra dimension. Personally, we like a shadow with a light gray color. In any case, not too dark. This goes as follows:

Edit sheet -> First Donut Chart (the selected visualization will have a green border) -> Appearance -> Presentation -> Styling -> Shadow -> Small -> #D9D9D9. Follow these steps for the other visualizations as well.

The end result is as follows:

Bonus step Qlik Cloud visuals
CONTACT

Contact us!

In this way, we have come to a beautiful end result through a number of steps. Do you have questions about these improvements or are you curious about how we can visually improve your dashboards? Then contact us now.

Qlik Cloud visual expert
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