How to Edit Document Properties

The dialog found under Edit > Document Properties contains settings that apply to the entire document. However, settings that affect the visualizations are found in the Properties dialog for a specific visualization. These dialogs are reached by clicking on the visualization of interest to make it active, and then selecting Edit > Visualization Properties.

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

The Document Properties dialog is divided into a number of different tabs. A number of common procedures are listed for each tab below.

General

To update the description or keywords for an analysis:

Select Edit > Document Properties.
On the General tab, make the desired changes in the Description or Keywords field.

Comment: Keywords can be used to used to enhance organization and search capabilities in the library. Multiple keywords are separated by semicolons.

Click OK.

To change the page navigation:

Select Edit > Document Properties.
On the General tab, select whether to use Titled tabs or Step-by-step navigation, or to remove the page navigation controls by selecting None.

Comment: Titled tabs will show all pages as separate tabs, which can be dragged and dropped to change the order of pages. Step-by-step will show pages as numbered links to support a specific flow throughout the analysis. Use None if you want to define your own page navigation using actions in text areas. See also Pages.
Click OK.

Response: The layout is updated.

To specify a particular visualization area size:

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

Select Edit > Document Properties.
On the General tab, select the desired size under Visualization area size.

Comment: If the desired size is not available, use the Custom size... option to specify an exact size in pixels. To find out the current visualization area 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 Visualization area size drop-down list, see below.

Click OK.

To find out the currently available visualization area size in TIBCO 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 visualization area size on that device and then design your analysis so that it is optimized for that particular screen size.

On the device to use, open the analysis in TIBCO Spotfire.
Select Help > Support Diagnostics and Logging.
Go to the Diagnostic Information tab
Look at the Visualization Area Size.

To find out the currently available visualization area size in Web Player:

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

On the device to use, open the analysis in TIBCO Spotfire Web Player.
Click on the arrow at the top right corner of the application, .

Response: The Web Player menu is displayed.

Select Other Tools > Current Visualization Area Size.

Comment: Note that the current visualization area size is dependant 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.

Click Close.

To store 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 Visualization area size drop-down list of the Document Properties dialog.

Select Tools > Administration Manager.
Go to the Preferences tab.
In the Selected group list, click on the group for which to set the preferences.
In the Preferences list to the right, click on the plus sign next to Application to expand the group.
Click on ApplicationPreferences.
Click Edit.
Click Fixed Visualization Area Sizes.

Response: A small button is displayed to the right of the preference.

Click on the button.

Response: The String Collector Editor is displayed.

Enter the desired fixed size configurations and click OK.

Library

To view the URL for an analysis in the library:

Select Edit > Document Properties.
Go to the Library tab.
Look at the Library URL or Web Player URL field.
Click OK.

To determine who gets to add bookmarks for an analysis:

The creator of an analysis can specify the folder permissions required to add bookmarks in the Document Properties dialog.

Select Edit > Document Properties.
Go to the Library tab.
Select an option in the Allow users to add new bookmarks drop-down list, or clear the check box to disable bookmarks for the analysis.

Comment: See Details on Document Properties - Library for more information about the various options.
Click OK.

To manually specify a preview image for an analysis:

Select Edit > Document Properties.
Go to the Library tab.
Under Select preview image, select Manually.
Click Browse....
Locate the image to use and click Open.

Comment: Switching back to Automatically will change the preview image to a snapshot of the active page when saving to the library. Select (No preview) if you do not want to show a preview.

Click OK.

Markings

To change the color of marked items:

Select Edit > Document Properties.
Go to the Markings tab.
Click to select the marking color you wish to change under Available markings.
Click Edit....
Change color using the drop-down list.
Click OK twice.

Response: The color of marked items is updated in all visualizations that use the selected marking.

Comment: See Marking in Visualizations for more information about how you can use several different markings in your analysis.

To add a new marking:

Sometimes, you want to be able to mark items in one visualization without changing the marking in the other visualizations. This is especially useful when you have more than one data table in the document, or, when you create details visualizations. See Marking in Visualizations for more information.

Select Edit > Document Properties.

Comment: You can also define new markings from the Data page of any Visualization Properties dialog.
Go to the Markings tab.
Click on the New... button next to the Available markings list.
Specify a Color for the new marking.
Specify a Name.
Click OK twice.

To change the default marking:

Select Edit > Document Properties.
Go to the Markings tab.
Click on the marking that you want to use as default.
Click on the Set as Default button below the Available markings list.
Click OK.

Filtering Schemes

To show the filtering scheme menu in Filters panel:

Sometimes, you want to be able to filter items in one visualization without changing the filtering in the other visualizations. By showing the filtering scheme menu in the Filters panel you can easily change which filtering scheme to modify. See Filtering Schemes for more information.

Select Edit > Document Properties.
Go to the Filtering Schemes tab.
Select the Show filtering scheme menu in Filters panel check box.

To create a new filtering scheme:

Sometimes, you want to be able to filter items in one visualization without changing the filtering in the other visualizations. Then it may be useful to add more than one filtering scheme to the analysis. See Filtering Schemes for more information.

Select Edit > Document Properties.
Go to the Filtering Schemes tab.
Click New....
Type a name and click OK.

To change the filtering scheme to use on a page:

If you want to use different filtering schemes on different pages, an easy way to switch filtering schemes is to show the filtering scheme menu in the filters panel, as described below. If you want one or two visualizations to use a different filtering scheme only, then this can be specified on the Data page of the Visualization Properties dialog.

Make sure that the filtering scheme menu is visible at the top of the filters panel.

Comment: If the filtering scheme menu has been hidden, it can be shown by selecting Edit > Document Properties > Filtering Schemes tab and the check box Show filtering scheme menu in Filters panel.
Click on the filtering scheme menu.
Select the desired filtering scheme.

To rename a filtering scheme:

Select Edit > Document Properties.
Go to the Filtering Schemes tab.
Click to select the filtering scheme to rename in the list.
Click Rename....
Type a name and click OK.

Properties

To create a new document property:

Document properties can be used inside expressions controlling the visualizations. See Using Properties in the Analysis for more information.

Select Edit > Document Properties.
Go to the Data Function tab.
Click on the data function of interest.
Click Refresh.
Click OK.