Information Designer - Introduction
The Information Designer is a tool for setting up data sources and creating and opening information links. An information link is a database query specifying the columns to be loaded and any filters needed to narrow down the data table prior to creating visualizations in Spotfire. In Information Designer, information links are created from building blocks such as columns and filters using joins, calculations and aggregations.
To open Information Designer, on the authoring bar, click Files and data, and then click Other and select Information designer.
The Elements tree in Information Designer is a representation of the folder structure in the library. The permissions for each folder specify which databases and elements should be available for different users or groups when creating information links. Folder permissions can be specified in the Information Designer, but the main permission handling is done in the Spotfire Library, either in the Spotfire Server administration pages, or with Tools > Library Administration.
After you use the Information Designer to create information links, any user who has the appropriate licenses can open the information link, which allows users who might not have knowledge of SQL or the underlying database structures to be able to execute advanced database queries.
Information links are opened by opening the Files and data flyout, or by browsing the Spotfire library to find and open the information link.
- General workflow
This is the general workflow for using Information Designer. - General guidelines for setting up an Information Model
The Information Model (IM) concept aims to supply each end user with the data they need, with a minimum of effort and confusion. When you build an IM, you must understand who the end users are and what data they require for their work. - Fundamental concepts
The Information Designer in Spotfire requires no prior knowledge of query languages such as SQL. However, you need to understand a few terms and concepts as they are used in this product: - Information Links
Information links are predefined database queries, specifying the columns to be loaded into the internal data engine of Spotfire, and any filters needed to reduce the size of the data table prior to visualization. - Overview of data sources in Information Designer
In Information Designer, data sources are the physical units from which data can be retrieved, usually databases. Connecting to a database requires technical know-how not always found among end users. - Overview of folders in Information Designer
Folders are used to organize information links and other elements such as filters, columns, and joins in the library. The hierarchical structure of the folders can be seen in the Elements tab of Information Designer, and they have the same collapsible and expandable behavior as folders in any tree structure. - Overview of joins in Information Designer
Joins are used to define how rows in different tables relate to one another. In Information Designer, joins are defined as a join element that can be reused in multiple information links. - Overview of column elements in Information Designer
Column elements in an information link can refer to multiple tables in different databases. However, with Information Designer, columns are represented as if they were located in the same spreadsheet, regardless of the physical location of the data. - Overview of filter elements in Information Designer
Filters are conditions that limit the amount of data returned by an information link. For example, a filter could set the conditionsX > 10 AND Y < 100. - Overview of procedures in Information Designer
You can configure pre-made database procedures or combinations of procedures to be accessible to Information Designer. - User interface details
This section includes descriptions of the different parts of the user interface in Information Designer. - Tips and examples
This section includes some tips and examples for working with Information Designer.
Preparations on the Spotfire Server
When you use Information Designer to access data, the Spotfire Server is used for communication with the external databases. The server components of Information Designer are called Information Services.
For more information and instructions for the required configurations on the Spotfire Server, see Information Services in the Spotfire Server Environment and Installation Manual.