Spotfire® Web Client User Guide

Collaborating using conversations

Collaboration with others on an analysis can be done by exchanging comments in a conversation. You start a conversation by inserting a comment, for example, to discuss what is visualized, or to ask for advice. The replies are then added in a sequence to the conversation thread.

The comments exchange is done in a specific mode that is switched on and off by clicking Collaboration Comments icon on the menu bar, or selecting View > Collaboration. When the mode is on, a floating toolbar is available.
Collaboration toolbar
You can add a comment to the visualization by clicking the green top button. Clicking the lower button in the floating toolbar opens a panel where you can browse conversations that already exist. You can answer any comment in the visualization and other people's replies can also be added to the conversation.
When the toolbar is open, the Conversation anchor pointsymbol will be shown in the visualization.
Comments in a visualization

Typically, the context in which a comment is made is relevant for what is communicated. Therefore, the posted comment contains not only your text message but it also captures the current state of the analysis. The state includes, for example, on which position the comment is made, what is filtered and what is marked in the current view of the visualizations. Clicking the comment later on will immediately open the conversation in this captured context.

Replies that are posted in the thread can be pure text messages, or they can include another state of the analysis. Clicking a reply with an included analysis state will open the thread in this state of the analysis.

All comments that include captured analysis states are indicated by a Including state analysis symbol, and will be opened in the analysis states, in which they were added.

A conversation thread can deal with anything from details in a particular visualization to the overall analysis. It will, however, reside in the visualization where the first comment was posted. If you move the visualization to another position, the thread will follow.

You can start as many conversation threads as you need. How many conversation threads that are related to a visualization is displayed in the visualization title. If you click the number, only these threads will be shown in the Conversations panel.

Conversations panel

The Conversations panel lists the existing conversations in an analysis.


Comments panel
Note: If you are interested in conversations related to a specific visualization, you can limit what is listed in the panel to these only. Select the visualization in question in the drop-down list at the top of the panel, or simply click the number displayed in the visualization title.
Visualization title button

The conversations are listed in a chronological order with the conversation most recently updated at the top. The number of current replies is shown in the lower right of the initial comment.

From the panel you can choose to expand the full conversation within the panel by clicking to expand it and to collapse it. If you want to open the message in the context it was added, you click the initial comment. Replies can also be added from within the panel.

A search field is provided so you can look for specific conversations.