TIBCO Cloud™ Spotfire® Web Client User Guide

Reports

One strength of Spotfire is to present what is important in the data by means of interactive dashboards. However, sometimes there is a need to present the information in another format, for example, as standardized PDF reports or as Microsoft® PowerPoint® slide decks. To publish in different formats, the features under File > Export are used.

PDF reports

Standardized non-interactive reports of the findings in the analyses can be prepared in advance and then exported to PDF files. Many options are available for customization of the reports. You can prepare reports that export different views of the analysis. For example, visualizations and analysis pages can be repeated for the different values in a data column. This way you can mirror certain analysis interactivity, even if the report is 'static'.

To exemplify, say that you have sales data for some stores of different types in different regions of a country. In the report, it might be interesting to first visualize total sales per store type for the entire country, and then let the visualization be filtered and repeated for one sales region at a time.

If the analysis contains tables or trellised visualizations that are not fully visible on an analysis page, it is still possible to let the report contain the entire table or visualization.

If you want printouts of the reports, you simply print the PDF files.

These prepared reports can work as templates, that is, they can be reused and exported over and over again, to show the state of the most recent data.

Using Spotfire® Automation Services, the creation and distribution of new PDF reports can be automated and scheduled to take place at certain intervals. It is possible to, automatically, open an analysis from the library, create and export a prepared report to a PDF document, and then even e-mail this PDF document to all concerned. For example, one use case could be that e-mails containing the sales figures for the previous week are sent every Monday morning to all managers in a company.

For more information, see the Spotfire Automation Services User Guide.

PowerPoint reports

An entire analysis, or selected parts of it, can be exported to PowerPoint slides.