Qlik Sense Reports Challenge #2 - Top 10 Reports

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. Here are the 6 reports in scope of the whole project:

1. Americas Lev Lending Limits Utilization Dashboard
2. Credit Risk Review Dashboard which contains 5 different tabs / reports:   
   1. Credit Risk Review Report
   2. Top 10 Industry PE
   3. Top 10 Geographic PE
   4. Top 10 Collateral Types Notional
   5. Top 10 Client PE

 
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
In the previous challenge, we have built the Credit Risk Review Report. In this challenge, we are going to build the four Top 10 reports which are closely related to the Credit Risk Review Report.
 
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 following reports:

1. Top 10 Industry PE
2. Top 10 Geographic PE
3. Top 10 Collateral Types Notional
4. Top 10 Client PE

 
Here’s a simple overview of the 4 reports:

 
These reports must cover the detailed requirements stated below and work together with the Credit Risk Review Report since these 5 belong to the same big report and they should share the same UI layout / navigation / filtering logic.
 
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 for detailed spec about all the reports. And note in this challenge we are creating all four Top 10 reports so combined with the Credit Risk Review Report (the 1st tab from the spec) we should cover everything from the FSD.
• Note whenever you see Credit Unit in the screenshots, it should be replaced with Reviewable Entity instead.
• Note CoB is an input dropdown field, we should use that to filter data based on the 'Last Review Date' column. The values of CoB should come from some kind of config (file). We can have 13 values in this config as stated in FSD and later the customer can replace this with an API call to get the list of CoB. Each CoB would be the last day of a month. Check FSD for more details, basically on these top 10 reports, this and other filter values will be readonly. These reports inherit same filtering logic, same dropdown selection from the 1st tab (Credit Risk Review).
• Please start with BR03 - GUI Layout, we should implement all the features mentioned in this requirement. In general this includes:
  • Layout should follow the existing report so it’s consistent across all 5 reports
  • These 5 reports should be in the same sheet as 5 different tabs, and they should share same filters, and keep in mind the filters should be editable only on Credit Risk Review Report and be readonly on the others.
  • Left Panel shows drop down for CoB, Legal Entity, the Credit Unit filters and Change Filters button which will bring users back to the 1st tab to change the filters since all filters should be read only on these top 10 reports.
  • 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 all the reports.
• Data drill down needs to be working for the 4 reports 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 reports must capture all columns described in the FSD and render the charts correctly (check the mockup screens and FR03_02 to FR03_05).
• 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:

1. Windows: IE 11+, Chrome Latest, Firefox Latest
2. Mac: Safari Latest, Chrome Latest, Firefox Latest

 
Documentation
Register to download the following documents we provided in the forum

• The FSD
• UI Mockups
• 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