Adding or editing a shape collection

You can create a new shape collection by uploading image files or reusing shapes from other collections.

About this task

See Opening a shape collection that is saved in the library or Opening a shape collection that is saved locally to learn how to add an existing collection to the shape picker.

Before you begin

You must have the Create and save shape collections license feature, and the analysis must be in Editing mode.

Procedure

Open the shape picker by clicking a shape in the visualization properties panel or the legend.
Click and select New shape collection.
Under the Collection settings tab, change the name of the collection and add a description if you want.

Go to the Shape settings tab, and click

Option	Description
New shapes	Add new shapes by uploading image files from your computer.
Reuse shapes	Browse shapes in your other collections and reuse them.

If you want, you can further configure the shapes in several ways. For example, you can change the default anchor point of a shape or determine how it should behave in combination with coloring. See Collection and shape settings for more information.

When you are done, click Save as.

Note: In the web client, only the option Save as library item is available.

Option	Description
Library item	The shape collection is saved to the Spotfire library. It can be made available to a group of users who can use and pin this collection. If the collection is then edited or resaved to the Spotfire library, all instances of the collection are updated in all analyses where it is used.
Personal collection	In the installed client, you can save the collection as a personal collection. A personal collection is stored in your Spotfire instance. Note: When you share an analysis that contains a personal collection, only the shapes that were used in the analysis when it was last saved are available. Consider saving your collection as a library item if you want to make sure that the whole collection is available when the analysis is opened and that any changes made to the collection are updated everywhere it is used. Tip: You can always later save a personal collection to the library. In the shape picker hover over the collection, click , and select Save to library.

Option

Description

Library item

The shape collection is saved to the Spotfire library.

It can be made available to a group of users who can use and pin this collection. If the collection is then edited or resaved to the Spotfire library, all instances of the collection are updated in all analyses where it is used.

Personal collection

In the installed client, you can save the collection as a personal collection. A personal collection is stored in your Spotfire instance.

Note: When you share an analysis that contains a personal collection, only the shapes that were used in the analysis when it was last saved are available. Consider saving your collection as a library item if you want to make sure that the whole collection is available when the analysis is opened and that any changes made to the collection are updated everywhere it is used.

Tip: You can always later save a personal collection to the library. In the shape picker hover over the collection, click

, and select Save to library.

Results

The shape collection is created and added to the shape picker, and you can use the shapes in your visualizations. A collection saved to the Spotfire library is indicated by a library icon , a personal collection by a person icon .

You can edit an existing shape collection by opening the shape picker, hovering over the collection of interest, clicking , and then clicking Edit.