Spotfire® User Guide

Editing properties for an analysis

There are a number of settings available that apply to the entire document. When using the installed client, you can edit these settings in the Document Properties dialog.

Note: The dialog found under File > Document properties on the menu bar contains different settings that apply to the entire document, but it is only available through the installed client.

However, many of the settings in the Document properties dialog can also be edited from other places, and are then also reached using the web client (if you have the required authoring license features). For example, custom document property values can be created, inspected and updated under View > Document properties, markings can be added and edited under View > Markings, and filtering schemes can be added and edited under View > Filtering schemes.

Settings that affect the visualizations are found in the visualization properties for each specific visualization. These dialogs are reached by clicking the visualization of interest to make it active, and either selecting Visualizations > Visualization properties, or using the Visualization properties panel.

Properties that affect the document can also be found in the Data Table Properties, Data Connection Properties or Data Function Properties dialogs, or the data canvas.

The Document Properties dialog is divided into a number of different tabs. A few procedures that are only available from the Document Properties dialog in the installed client are listed below. See also Managing scripts in Spotfire.

Specifying a particular canvas size

If you are preparing an analysis for a different platform than the one you are currently using, you might want to lock the canvas to a specific size.

  1. Select File > Document properties on the menu bar.
  2. On the General tab, select the desired size under Canvas size.

    If the desired size is not available, use the Custom size option to specify an exact size in pixels. To find out the current canvas size for a device, see below. An administrator can store specific sizes in the preferences to have them show up like any other presets in the Canvas size drop-down list, see below.

  3. Click OK.

Finding out the currently available canvas size in Spotfire

If you know that you are going to present an analysis using a particular equipment (for example, a large screen in a conference room) you can look up the current canvas size on that device and then design your analysis so that it is optimized for that particular screen size.

  1. On the device to use, open the analysis in Spotfire.
  2. On the menu bar, select Help > Support diagnostics and logging.
  3. Go to the Preferences tab.
  4. Look at the Fixed Visualization Area Sizes.

Finding out the currently available canvas size in the web client

You can optimize the analysis for usage in Spotfire web clients. For example, you might be designing a dashboard to be viewed by end users with identical tablet devices (and identically configured web browsers).

  1. On the device to use, open the analysis in the Spotfire web client.
  2. Click the menu button at the top right corner of the application.
  3. On the menu bar, select Tools > Canvas size.

    Note that the current canvas size is dependent on what browser and which toolbars and items are shown in the browser, so make sure that you are using the same settings as will be used in the presentation.

  4. Click Close.

Storing a fixed size configuration in the preferences

If you have administrative rights you can store a specific size in the preferences to have it show up like any other presets in the Canvas size drop-down list of the Document Properties dialog.

  1. On the menu bar, select Tools > Administration manager.
  2. Go to the Preferences tab.
  3. In the Selected group list, click the group for which to set the preferences.
  4. In the Preferences list to the right, click the plus sign next to Application to expand the group.
  5. Click ApplicationPreferences.
  6. Click Edit.
  7. Click Fixed Visualization Area Sizes.
  8. Click the small button shown to the right of the preference.
  9. In the String Collector Editor, enter the desired fixed size configurations and click OK.

Changing the default marking

  1. On the menu bar, select File > Document Properties.
  2. Go to the Markings tab.
  3. Click the marking that you want to use as default.
  4. Click Set as Default.
  5. Click OK.
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