Relationship Story: Portion Analysis

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


Narratives for Qlik supports three types of relationships, and with that additional content, it can produce richer, more insightful narrative content. The supported relationships are 'Comparison to Benchmark', 'Period Comparisons', and 'Portion Relationships'. This guide will walk through all three relationships in detail. 


Note - You can apply multiple relationship stories at the same time (in the same narrative)




Where is the Portion Analysis Useful?

  • Sales Reporting - Identify how a particular line-of-business compares to overall sales
  • Finance Reporting - call out how individual regions are compared to the total to identify contribution
  • Performance Reporting - quickly identify how increases in segments contribute to overall performance


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.





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