Challenge Overview
Project Background
Our customer has an existing reporting system for their various types of reports, however the current system has a lot of limitations and also has performance issues. They started using Qlik and found it easy to work with, so the plan is to migrate all their reports to be Qlik based.
For this project, we are migrating 6 of the reports (5 of them belong to the same big report actually) to Qlik using Qlik Sense.
For development purposes you may have to use Qlik Sense Desktop on windows, but you can also use Qlik Sense Cloud the online version if you can implement all our requirements.
There will be a series of challenges for this project so get started on this new tool early to stay ahead.
Challenge Objectives
There are 6 reports in total that we'll eventually need to build:
Please read the sections below to find out more details about the challenge scope.
Technology Stack
Challenge Scope
For this whole project, we’ll only be building UI related features, nothing about backend or api integration is expected, and that’s of course the case for this challenge as well.
For this challenge, you are expected to create a Qlik app that fully implements the Credit Risk Review Report, covering the detailed requirements stated below. You’ll be working with data that matches the exact structure of data used in the reports, but with dummy values. We’ll provide this data to you in the forum.
Challenge Requirements
Browser Requirements
This reports should work on all mainstream desktop browsers:
Documentation
Register to download the following documents we provided in the forum
Our customer has an existing reporting system for their various types of reports, however the current system has a lot of limitations and also has performance issues. They started using Qlik and found it easy to work with, so the plan is to migrate all their reports to be Qlik based.
For this project, we are migrating 6 of the reports (5 of them belong to the same big report actually) to Qlik using Qlik Sense.
For development purposes you may have to use Qlik Sense Desktop on windows, but you can also use Qlik Sense Cloud the online version if you can implement all our requirements.
There will be a series of challenges for this project so get started on this new tool early to stay ahead.
Challenge Objectives
There are 6 reports in total that we'll eventually need to build:
- Americas Lev Lending Limits Utilization Dashboard
- Credit Risk Review Dashboard which contains 5 different tabs / reports:
- Credit Risk Review Report
- Top 10 Industry PE
- Top 10 Geographic PE
- Top 10 Collateral Types Notional
- Top 10 Client PE
Please read the sections below to find out more details about the challenge scope.
Technology Stack
- Qlik Sense Desktop or Cloud
- Excel
Challenge Scope
For this whole project, we’ll only be building UI related features, nothing about backend or api integration is expected, and that’s of course the case for this challenge as well.
For this challenge, you are expected to create a Qlik app that fully implements the Credit Risk Review Report, covering the detailed requirements stated below. You’ll be working with data that matches the exact structure of data used in the reports, but with dummy values. We’ll provide this data to you in the forum.
Challenge Requirements
- Please check the FSD (attached in forum) for detailed spec about the Credit Risk Review Dashboard . And note in this challenge we are only creating the Credit Risk Review Report (the 1st tab from the spec). You may ignore any requirement related to the Top 10 dashboards, but everything else is in scope, keep reading for more details.
- Note whenever you see Credit Unit in the screenshots, it should be replaced with Reviewable Entity instead.
- Note CoB is an input field, we should use that to filter data based on the 'Last Review Date' column.
- Please start with BR03 - GUI Layout, which describes the layout of the report, we need to try to replicate the UI from the mockups as much as possible, but when the layout is not doable in Qlik, we should go with the best Qlik way to implement them. Style wise we don’t need to follow the mockups, the Qlik default web style is good and clean. The replication is more about UI layout and features, in general this includes:
- Layout should be simple - Left Panel and Right Panel
- Left Panel shows drop down for CoB, Legal Entity, the Credit Unit filters and Apply Filters button
- Right side has three panels - Top, Middle, Bottom
- Top panel has filters which are clearly described in BR03
- Middle panel shows the filtered master data, check BR01, FR03_01 (from BR02) and FR05 (from BR03) for details on what data to show here
- Bottom panel shows drill down data, check BR04 for details on the data to show here.
- Mapping of various filter options are as below
- Please note the filters based on given data need to work as per BR03 - GUI Layout section.
- Sorting based on table column headers should work
- Export to PDF / Export to Excel: use Qlik’s built-in support for these
- Please note the left side UI and the top panel and bottom panel of the right side UI will be shared by the other Top 10 dashboards, so try to make this reusable.
- Data drill down needs to be working for the Credit Risk Review Report we are implementing in this challenge (check BR03 and BR04 for details, we should implement double click to drill down). Header of Appropriate table needs to be changed when drilled down.
- The Credit Risk Review Report must capture all columns described in the FSD
- You should include exported report templates based on your own Qlik app setup
- You should include a detailed readme (with step-to-step guides) on how to replicate the same Qlik app using the dummy data, so in case we want to set it up from scratch we can easily do it.
- Make sure your Qlik app can be properly tested, for example: if we update some data in the data files, the Qlik app will still work. This basically means your Qlik app needs to work with any generic data that follows the same data structure, so a solution hardcoded to adapt to a specific set of data is not acceptable.
Browser Requirements
This reports should work on all mainstream desktop browsers:
- Windows: IE 11+, Chrome Latest, Firefox Latest
- Mac: Safari Latest, Chrome Latest, Firefox Latest
Documentation
Register to download the following documents we provided in the forum
- The FSD (which contains the UI mockups as well)
- The dummy data
Final Submission Guidelines
- Exported Qlik template file(s)
- Detailed readme with step-to-step guide on how to replicate the same Qlik app using the data we provided, and how to test it