Select Data
> Manage data connections.
Select Add
New > Data Source and choose the selected data source type
from the list.
Depending on which type of
data source you have selected you need to specify a different number
of settings. Provide the requested information, connect to the data
source, select a database and click OK.
Comment: For a description of the different options,
see the details information for the selected data
source type.
Response: The Data Source Settings dialog is displayed.
If desired, add a Description.
If desired, modify the Credentials settings.
Click Save.
Response: The Save
as Library Item dialog is displayed.
Select where in the library
to save the new data source.
Type a descriptive Name
for the data source.
If desired, type some keywords
that can help other library users understand what it is.
If desired, modify the Folder Permissions.
Click Save.
Select Data
> Manage data connections.
Select Add
New > Data Connection and choose the selected data connection
type from the list.
Comment: You can also add a new Connection
from Data Source in Library. If this is the case, you will
select a data source, login and then continue from step 4.
Depending on which type of
data connection you have selected you need to specify a different
number of settings. Fill in the requested information, connect to
the data source, select a database and click OK.
Comment: For a description of the different options,
see the details information for the selected data
source type.
Response: If the connection type is a relational
database you will see the Views
in Connection dialog. (For OLAP systems you will instead see the
Data
Selection in Connection dialog and step 4 will be slightly different.)
In the Available
tables in database list, double-click on the tables you want
to work with in Spotfire.
Response: The tables are moved to the Views
in connection list.
Comment: Click on a view in the Views in connection
list to see the columns in the view. You can clear the check box for
columns you want to exclude from the view.
Comment: If the Available tables in database does
not show all the tables in the database, you can click on the Edit
Tables... button to open the Select
Database Tables dialog where you can add more tables. This may
require a higher level of database permissions.
If desired, you can specify
that a certain view should be available as external data only, or
as imported data only. Right-click on the bold view name and select
Load Method and the desired option. Repeat
for other views.
When you are done, click OK.
Response: The added data tables are shown in the
Data table views list.
Click Save.
Response: The Save
as Library Item dialog is displayed.
Select where in the library
to save the new data source.
Type a descriptive Name
for the data source.
If desired, type some keywords
that can help other library users understand what it is.
If desired, modify the Folder Permissions.
Click Save.
In the authoring bar, click
to open the Files and data
flyout.
In the Files and data flyout,
click Spotfire library to browse the folders
in the library, or use the search bar to find your connection.
Tip: You can search for
'connector:<connector name>' (without the quotation marks) to
find all shared connections that were created with that connector.
For example, if you are looking for the Apache Drill connector, search
for 'connector:drill'.
Click to open the connection
or connection data source that you want to add data from, and, if
prompted, sign in with your credentials.
If you opened a connection
data source, use the controls in the Views in Connection dialog to
select the data from the data source that you want to analyze.
The final step is a summary
view of the data that you are about to add to your analysis. Here,
you can choose how the data will be added. You can Import
the data, keep it External (in-db analysis),
or load it On-demand.
Note: When you add data
from a connection, the data tables are usually configured as External
by default.
Click OK
to add the data to the analysis.
Optionally, select File
> Save As > Library item to save the analysis in the
library.