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TIBCO Spotfire Business Author Essentials

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Partnering with an Analyst Table of contents: Access Data for Analysis Data file types Format assumptions Data from Excel Information links Add multiple data tables Aggregations Why aggregate? Types of aggregations Custom expression Marking & Details Visualizations How to mark data Why to mark data Create details visualization Configure serial drill-down Filtering & Comparing Subsets Filter types Mark to filter Status of filtering Subsets defined by filtering (Subsets) variable for comparison Create & Interpret Visualizations Table Cross Table Bar Chart Line Chart Pie Chart Treemap Scatter Plot Combination Chart Parallel Coordinate Plot Visualization Properties Properties dialog Data Color Trellis Bookmarks, Save & Export Polish Analysis for Sharing Naming Show / hide Arrange visualizations Legend options Aspects captured with bookmark Apply or Apply special Making a bookmark public TIBCO Spotfire Business Author Essentials Quick Reference Guide How an Analyst can help you with data access Additional visualizations which cannot be created in the Business Author: o Box Plot o Map Chart o Graphical Table o Heat Map o Summary Table Data & Visualization enhancements Marking & Filtering enhancements Sharing & Collaboration enhancements Learn more at the Spotfire Demo Gallery Partnering with an Analyst (cont’d)
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Page 1: TIBCO Spotfire Business Author Essentials

Partnering with an Analyst

Table of contents:

Access Data for Analysis • Data file types • Format assumptions • Data from Excel • Information links • Add multiple data tables

Aggregations • Why aggregate? • Types of aggregations • Custom expression

Marking & Details Visualizations • How to mark data • Why to mark data • Create details visualization • Configure serial drill-down

Filtering & Comparing Subsets • Filter types • Mark to filter • Status of filtering • Subsets defined by filtering • (Subsets) variable for comparison

Create & Interpret Visualizations • Table • Cross Table • Bar Chart • Line Chart

• Pie Chart • Treemap • Scatter Plot • Combination Chart

• Parallel Coordinate Plot

Visualization Properties • Properties dialog • Data

• Color • Trellis

Bookmarks, Save & Export

Polish Analysis for Sharing • Naming • Show / hide • Arrange visualizations • Legend options

• Aspects captured with bookmark • Apply or Apply special • Making a bookmark public

TIBCO Spotfire Business Author Essentials Quick Reference Guide

• How an Analyst can help you with data access • Additional visualizations which cannot be

created in the Business Author:

o Box Plot o Map Chart

o Graphical Table o Heat Map

o Summary Table

• Data & Visualization enhancements • Marking & Filtering enhancements • Sharing & Collaboration enhancements

• Learn more at the Spotfire Demo Gallery

Partnering with an Analyst (cont’d)

Page 2: TIBCO Spotfire Business Author Essentials

TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 2

Access Data for Analysis

Use the Create new analysis option in order to open a raw data table to start a new analysis.

Supported file types: Excel® spreadsheets, text files, comma-separated value files, Spotfire Data formats From any of the supported file types, the

expected format of the data source is to have column names as the first row, and all remaining rows are equivalent data rows (aggregation rows should not be included).

Each column should be one data type, such as numeric, date, string.

Special Excel® workbook considerations: The data will be read from Sheet 1 only. If you have data on a different sheet, move it to the first position, save the Excel file, then Create new analysis in Spotfire Business Author.

Your maximum file size is displayed here. You will need the assistance of an Analyst or Administrator to access larger data files.

If you want to add additional data tables to an existing analysis, the Add data table icon (if available in your instance) will allow you to select the data source.

Add from library ... browse to select Spotfire data files (*.stdf, *.sbdf) or Information links stored in the Spotfire Library

Add from file ... browse to any of the supported file types listed above (the same format considerations apply)

If your organization manages the Spotfire server which supports your instance of the TIBCO Spotfire Business Author, you may have access to Information links as a data source. Information links are database queries, which may include prompts. When using an information link as a data source, your analysis file will query the database each time the analysis is opened; therefore, ensuring that you are analyzing the most recent data when you reopen the analysis file.

Information link

Spo

tfir

e se

rver

Add data table

Page 3: TIBCO Spotfire Business Author Essentials

TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 3

Create & Interpret Visualizations

Use the New page icon to insert a new page or tab in the New page

analysis. Use the New Visualization menu in order insert one of the listed visualization types.

Table • Displays ‘raw’ data rows from the underlying data table • Can select specific columns to display or sort rows • Cannot display aggregate data

• Displays aggregate data for horizontal and vertical categories • Functions like a ‘pivot table’ • Can add color to cells • Can include subtotals and grand totals

Cross Table

Consider the following as you decide which visualization type is right for your analysis needs:

• Compare aggregate measures • Examine data distribution • Side-by-side bars • Auto-bin column

Bar Chart

• Trends over time • Line represents a pattern • Define separate lines with:

o Color by o Line by o Trellis by

Line Chart

• Examine correlations • Discover clustering • Identify outliers • Group data with:

o Marker by

Scatter Plot

• Patterns from columns with different data ranges

• Normalize data from each column to range between 0-100%

Line chart pattern Parallel coordinate plot

Parallel Coordinate

Plot

• Evaluate values as bars or lines on same visualization

• Define with: o Series by

Combination Chart

• Compare parts of the whole

• Change the overall pie size across trellis panels

Pie Chart

Treemap • Examine nested categories • Properties:

o Color o Size o Hierarchy

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TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 4

Visualization Properties

Use the Properties gear icon which is located on the Properties

visualization title bar or on the main menu to launch the properties dialog for a specific visualization. Click on a section to expand that section and examine the settings options available for that visualization. Each visualization may present different sections; however, most visualizations offer sections for:

Data - Select the main data table to support the visualization. Columns from other data tables may be added if a suitable Column Match is available.

Color - Select a column of data to color by and select specific colors, or color using a predefined Color scheme

Continuous columns may color with a gradient or in segments with thresholds defined by calculations.

Categorical columns will color each unique value a different color.

Trellis - Select categorical column(s) to split the visualization into separate panels.

Define the trellis matrix by:

Ro

ws

Columns

Pages

Panels

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TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 5

Aggregations

Properties selectors often include the ability to select an aggregation.

Aggregation is required because a visualization represents many values as a single visual element (bar length, marker position, sector size, error bar length, etc.).

See the example at the top right comparing sales of Product A vs. Product B. Bars represent the average of five values, Error Bars represent the Standard Deviation of 5 values.

Use the Custom expression dialog to edit

the expression which is associated with a

visualization property.

Consider these categories to help organize your thoughts about aggregations:

Aggregate value

Central measure

Single representative value

Distribution endpoints

Variability measure

How many

Expression shortcuts

This edited expression example uses two standard aggregations to calculate a coefficient of variation

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TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 6

Marking

Use the following actions to mark data:

Details Visualizations

From the visualization title bar drop down menu, Create details visualization

The scatter plot below was created from the main menu and serves as the ‘master visualization’.

• Click on item

• Ctrl + click on item

• Drag rectangle

• Ctrl + drag rectangle

• Alt + draw lasso

• Ctrl + Alt + draw lasso

Marking will accomplish the following …

• fades unmarked data, or colors marked cells

• loads ‘raw’ data into Details-on-Demand panel

• populates Details Visualizations

• shows number of rows marked in the status bar

• indicates data to Delete rows

• indicates data to Filter out

• indicates data to Filter to

Status

Bar

A details visualization is empty until data is marked in the ‘master visualization’. A new Marking is created such that you can mark in the details visualization.

The bar chart below was created from scatter plot’s title bar menu > Create details visualization and represents only the data which is marked in the scatter plot.

You may create a details visualization from a details visualization. Another new Marking is created such that you can mark data in the details within the details – resulting in a serial drill-down configuration.

The cross table to the right was created from bar chart’s title bar menu > Create details visualization, and represents only the data which is marked in the bar chart.

Marked rows > Invert

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TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 7

Filters

Each column in the data table is assigned a filter. Filters may be one of these filter types:

Check Box Filter

List Box Filter

Text Filter

Range Filter

• check to filter to • uncheck to filter out

• shows number of unique values • select value(s) to filter to • select multiple adjacent values by dragging through • add, subtract values by holding Ctrl key • use search field to find specific substrings

• enter search substring to filter to

• position slider ends to adjust filter to values range • double-click and enter specific min or max values • use calendar icons to select min or max date values

Marked rows > Filter to

Marked rows > Filter out

Comparing Subsets

The visualization Properties dialog presents a section which allows you to establish which subsets of data are displayed on the visualization.

From the visualization title bar menu, use marked rows to select data for filtering:

Selecting more than one of these options will result in a new variable being applied to a property of the visualization in order to separate the data by color, trellis, or other properties. The variable is titled (Subsets) and, while it is assigned to a visualization property by default, you may remove it from one property and assign it to a different property in order to identify and compare subsets.

• Current filtering – by default, each visualization shows only the subset of data which meets criteria established by current filter settings

• Not in current filtering – this is the subset of data which does not meet criteria established by current filter settings

• All data – this subset represents all data in the underlying data table and is not impacted by any changes in filter settings

Status bar will show filtered to rows for active data table

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TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 8

Polish Analysis for Sharing

The first step you should consider in the process of preparing an analysis to share with others is to polish the analysis in an effort to make it easier for others to view, interpret, and interact with the visualizations you have created. Consider the following:

• Name pages – name each page in a meaningful way

• Name visualizations – visualizations may use properties for naming, and will change dynamically as property values are changed; however, you can type text into the Title section of the properties dialog to customize the name of each visualization

• Name data tables – use the drop-down menu, Edit data tables ...

• Legend (show or hide) – the legend may be docked beside the visualization or hidden to be presented in popover mode

• Legend (display items) – you can use the Legend section of the properties dialog in order to select which items are displayed

• Arrange visualizations – use the menu options, or drag & drop visualizations (using the title bar as a grab handle)

• Show / hide Filters and Details-on-Demand – these panels can be closed to make more space for visualizations

Rename page

Dock legend or filters

Menu

Arrange visualizations

Drag & drop visualizations

Show/hide Filters and Details-on-Demand panels

• Hide title bar – you may choose to hide the title bar to make more horizontal space; however, note the loss of quick menu options

Show / Hide

Legend

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TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 9

Bookmarks

The Bookmarks tool may be useful when you wish to share an analysis for collaborative interpretation. Bookmarks capture the current state of your analysis, including the following aspects:

Filter Settings

Markings

Page Layout and Visualizations

Active Visualization

Active Page

Private bookmark

Public bookmark

You can Apply the entire bookmark, or Apply special in order to apply only a select aspect which was captured by the bookmark.

The default setting for a bookmark is Private bookmark. Be certain to change it to Public bookmark if you want other users to see and apply that bookmark.

Save & Export

You can save an analysis to a folder on the Spotfire Library.

You can also use the main menu to

download the analysis as a DXP file, to be

shared outside of the Spotfire Library.

Use individual visualization menus to

Export visualization image or Export table

Page 10: TIBCO Spotfire Business Author Essentials

TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 10

Partnering with an Analyst

An Analyst may help you with data access in four ways:

1. If a data file is too large to Create a new analysis, have the Analyst open the file and File > Export > Data to Library ... You can open the resulting SBDF data file from the library.

2. An Analyst may add Relations, Insert > Columns, Insert > Rows, or manipulate data through Transformations, then share the Analysis file with you via the Library or as a DXP file.

3. An Analyst may configure a connection to an in-database data source and then provide the analysis to you via the Library or as a DXP file.

4. An Analyst may assist you in the process of creating an information link. Alternatively, your Spotfire Administrator can assist you in the configuration of these database queries.

Box Plots

Configured like a bar chart; however, the box plot relates much more information about the distribution of all of the values grouped by the X-axis and trellis properties. This allows you to make more informed comparisons.

Comparison Circles

There are five visualizations which cannot be created in the Business Author environment:

Map Charts

Map charts may be configured with multiple layers that include a base map, geographic features defined in shape files, and markers or pies. Positions of features, markers, or pies can be determined by association with geocoding data tables or latitude and longitude coordinates. Map charts may be configured to present data on these geographic maps or on custom images.

Summary Tables

A simple visualization which displays aggregate data for selected columns. Data within each column can be grouped by categorical data columns. However, consider what you can achieve with a Cross Table.

Graphical Tables

Represent data for items grouped into rows of the table in four different ways.

Sparklines Calculated values

Icons Bullet graphs

Heat Maps

Multiple measures can be represented in a colorimetric matrix. Zoom sliders may add value and an Analyst may organize rows or columns using dendrograms.

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TIBCO Spotfire Business Author Essentials Quick Reference Guide

© TIBCO Software Inc. Page 11

Partnering with an Analyst

Consider the following ways in which an Analyst may help you to enhance data and visualizations:

Consider the following ways in which an Analyst may help you to enhance marking and filtering interactions:

Consider the following ways in which an Analyst may enhance analyses destined for sharing and collaboration:

Calculated Column / Custom Expression

FiscalYearOffset

Binned Column

Hierarchy

Lines & Curves

Data Relationships

Forecasting - Predictive modeling

Data Functions

Line Similarity

K-means Clustering

Hierarchical Clustering

• change the name / color of marking

• shift between methods for identifying the marked items

• create and assign different markings to different visualizations

• remove the capability to mark in a visualization

• configure details visualizations to use a different marking or more than one marking to limit data

• define subsets which compare data grouped by markings

Marking Filtering

• change the filter type assigned to a column o may include:

Radio Button Filter or Item Filter

• Organize Filters o change order o hide filters o assign to groups

• create Filtering Schemes o assign to a page o assign to a visualization o assign multiple filtering schemes

Text Areas

• Formatted text

• Images

• Web links

• HTML & JavaScript

• Filters

• Action Controls o Buttons o Links o Images

Collaboration panel - configured by an Analyst to connect to a website or social network

• Dynamic Items o Sparklines o Calculated values o Icons o Bullet graphs

• Property Controls o Label o Input field o Slider o Drop-down list o List box


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