Setting up analyses
An analysis contains visualizations on one or more pages. You load the data to be analyzed and then create visualizations based on it. The loaded data can be retrieved from, for example, a Microsoft Excel spreadsheet, or you can launch an analysis that already exists. A page in an analysis can contain more than one visualization, but to make room for further visualizations, you can add more pages. If you wish to return to your analysis, you must save it.
- Data preparation in Microsoft Excel
Before loading a Microsoft Excel file into an analysis, it is important that the data spreadsheet is free from irrelevant information and has a good structure to prevent misinterpretation. Possible actions that can be done before loading data are removing contextual information and combining columns into one. - Creating a new analysis from a local file
You can create new analyses from files that are saved locally on your computer. - Creating a new analysis from data in the library
You can create new analyses from data saved in the library. - Creating a new analysis from Google Analytics data
If you have access to a Google Analytics account, you can create Spotfire analyses based on Google Analytics data. - Creating a new analysis from Salesforce.com data
If you have access to a Salesforce.com account, you can create Spotfire analyses based on data from reports and tables in Salesforce. - Adding prompts to a Salesforce.com connection
When you create an analysis from Salesforce.com data, you can configure the analysis to let users select what data to load when opening the analysis. - Opening an analysis saved in the library
You can open analyses saved in the library to continue working with them, or to just view analyses created by colleagues. - Saving an analysis
You can save new or updated analyses to the library. - Adding a data table
An analysis can contain more than one data table. Data can be added from local files on your computer, or from different types of data files that have been previously saved in the library using the Windows client. You may also have access to other data sources from where you can add data. The steps below show how to add another data table to your analysis. - Adding data from Google Analytics to an analysis
If you have access to a Google Analytics account, you can add Google Analytics data to your analyses. - Adding data from Salesforce.com to an analysis
If you have access to a Salesforce.com account, you can add Salesforce tables and reports to your analyses. - Replacing a data table
You can replace a data table in your analysis with data files that are saved locally on your computer, or, you can use data that has been previously saved to the library. - Deleting a data table
If you have added more than one data table to your analysis, you can delete unused data tables from the expanded data panel. - Working with data connections
You can connect to external data sources, such as databases, in Spotfire. Using data connections, you can access and analyze data stored in external data sources.
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