Replacing Data in the BPM Spotfire Analysis File

You can replace the embedded data in the BPM visualizations in the BPM Spotfire analysis file with new data from the BPM database using the information link. This enables you to update the visualizations with current data. You can only update one table at a time so you need to repeat these steps for each table you want to update.

Create an information link in Spotfire.

1. Click Tools > Information Designer.
   The Information Designer window is displayed.
2. In the Information Designer window select New > Datasource.
3. In the new datasource, populate the database connection details based on your database and save the datasource.
4. Locate the EC Table in the created datasource, select either ec_pe_status (for process instance data) or ec_wi_status (for work item data). Right-click the table and select Create Default Information Model. Click OK on all the subsequent screens.
   The information link for the table is created.
5. Repeat the step above for the other table.
6. From your TIBCO Spotfire Client, open the TIBCO AMX BPM Template EMBEDDED.dxp file.
7. Click File > Replace Data Table..., then on the Replace Data Table - Select Data Table dialog select either:
   • WI STATUS IL to replace work item data
   • PE STATUS IL to replace process instance data
8. You must now add a Transformation to transform any currency values to the correct type. The next steps depend on the database you are using.
   For Oracle/MSSQL:
   1. Select Show transformations.
   2. Select Add.
   3. Select ATTRIBUTE16 in Available columns.
   4. From the New data type drop-down list, select Real. In the Preview pane, you will see that the data type for the columns have changed to Real.
   5. Select the first column in the list of Available Columns that has a data type of Currency.
   6. From the New data type drop-down list, select Long Integer. In the preview pane, you will see that the data type for the column you selected has changed to Long Integer.
   7. Repeat this step for all columns with a data type of Currency.
   For DB2:
   1. Select Show transformations.
   2. Select Add.
   3. Select ATTRIBUTE5 in Available columns.
   4. From the New data type drop-down list, select Real. In the Preview pane, you will see that the data type for the columns have changed to Real.
   5. Click Show transformations. The transformations part of the dialog displays.
   6. From the Transformations drop-down list, select Change data types.
   7. Click Add. The Change Data Types dialog displays. The Change Data Types dialog displays the columns that make up the table.
9. Click the Select drop-down icon, select the information link created for the table and click OK.
   The data is then reloaded from the database connection.
10. Open the visualizations to check that the data has been updated.
    Note: You can only update one table at a time so you need to repeat these steps each time you want to update a table with new data.
11. Click File > Save As to save your updated table to a new .dxp file.
    Note: You could save the new .dxp file to a shared location so that all teams can have access to the new updated template.
12. The Save dialog is displayed.
13. Click Override these settings and embed all data.
14. Click OK to close the dialog.
15. On the Save Document As , browse to the location where you want to save your new .dxp file.
16. In the File name: box, type in the name of your new .dxp file and click OK to close the dialog.