Saving an Analysis File in the Library


Using the Library, you and your colleagues can collaborate on the same analysis, keeping everyone up to date. When publishing your document, your current analysis is stored as a DXP file in the library. Files in the library can also be opened by your colleagues who run TIBCO Spotfire Web Player. If this is the intended use of the file, see the chapter Preparing Analyses for TIBCO Spotfire Web Clients to be aware of the limitations on the files available to Web Player users.

The Open from Library functionality is not available if you are working offline (without a connection to a server).

  1. Select File > Save As... > Library Item....

    Response: The Save as Library Item dialog is opened.

    Comment: The path in the upper part of the dialog shows your current location in the folder structure of the library.

  2. Navigate to the folder where you want to save the analysis file.
    Comment: Double-click on a folder to open it, double-click on the uppermost folder with two dots next to it to move up in the folder structure, click on the New Folder button to create a new folder to save your analysis file in.

  3. Specify a Name for the analysis file.

  4. Click Next >.

  5. Optionally, type a Description for the analysis file.

  6. Optionally, type one or more Keywords specific to the content of the analysis.

    Comment: Keywords are separated by a semicolon, i.e., if you write "primary screening;quality" this will be two keywords, "primary screening" and "quality".

  7. Click Next >.

    Response: The settings for the data tables in the analysis are shown.

  8. If you want to keep the settings, go to step 14. If you want to change the settings, click on the Edit... button.

    Response: The Data Table Properties dialog opens.

    Comment: If you want all in-memory data to be embedded in the analysis, you can also select the check box Override these settings and embed all in-memory data, and then go to step 14. An Administrator may change the default setting of this check box, or force embedding of data when saving to library, using preference settings. This may be desired in order to make sure that all data is available to all users of the library. The preference settings are reached in the Administration Manager, Preferences tab under Application > LibraryPreferences.

  9. On the General tab, you can choose for every data table in the analysis whether to embed the data in the analysis or keep it linked to the original sources. With linked data you can also determine whether or not to Prompt for new settings before loading.

    Comment: "Embedded in analysis" incorporates the data in the analysis file itself. "Linked to original data source" keeps one or more data tables in the analysis file linked to the data sources. This reduces the file size and allows you to keep visualizations and settings even though raw data is updated or changed. See Embedded or Linked Data? for more information.

  10. If you select linked data, click on the Edit... button if you want to select key columns, and then click OK when done.

    Comment: You should select key columns if you want to be able to see the markings that were active when saving the file, or if you want any specified tags or bookmarks to be able to be reapplied when reopening the analysis file. Make sure to select columns that uniquely identify all rows in the data table.

  11. To set up the routines for sharing linked data, click on the Sharing Routines tab.

  12. For each data table, specify how data should be shared and/or refreshed by clicking the appropriate radio button.

    Comment: This step is only available when a TIBCO Spotfire Web Player server has access to the library where you are publishing the analysis.

  13. Click OK when you are done configuring the data table properties.

  14. Click Finish.

    Response: The document is published and the confirmation dialog for the wizard is displayed.

  15. The confirmation dialog includes hyperlinks to the library folder containing the analysis you just published, which you can click on to view the final result. You can also click Copy Link to copy a link to the clipboard, or Send Email to launch your email program with the links included in the mail.

  16. Click Close.

Tip: Right-click in the library tree to display a pop-up menu where you can delete or edit the properties of previously added files and folders.

It is also possible to delete and edit files in the library via the Library Administration tool. You do not have to be  a member of the Library Administrator group to use the tool. To get access to the Library Administration tool the license called TIBCO Spotfire Administrator, as well as the license feature Library Administration below it, must be enabled.

If you want to save a backup copy of the analysis you are working on, without modifying the original file, you can use the Save Copy As option instead.

  1. Select File > Save Copy As... > Library Item....

    Response: The Save Copy as Library Item dialog is opened.

    Comment: The path in the upper part of the dialog shows your current location in the folder structure of the library.

  2. Navigate to the folder where you want to save the copy of the analysis.
    Comment: Double-click on a folder to open it, double-click on the uppermost folder with two dots next to it to move up in the folder structure, click on the New Folder button to create a new folder to save your analysis file in.

  3. Specify a Name for the analysis file.

  4. Click Next >.

  5. Optionally, type a Description for the analysis file.

  6. Optionally, type one or more Keywords specific to the content of the analysis.

    Comment: Keywords are separated by a semicolon, i.e., if you write "primary screening;quality" this will be two keywords, "primary screening" and "quality".

  7. Click Next >.

    Response: The settings for the data tables in the analysis are shown.

  8. If you want to keep the settings, go to step 14. If you want to change the settings, click on the Edit... button.

    Response: The Data Table Properties dialog opens.

    Comment: If you want all in-memory data to be embedded in the analysis, you can also select the check box Override these settings and embed all in-memory data, and then go to step 14.

  9. On the General tab, you can choose for every data table in the analysis whether to embed the data in the analysis or keep it linked to the original sources. With linked data you can also determine whether or not to Prompt for new settings before loading.

    Comment: "Embedded in analysis" incorporates the data in the analysis file itself. "Linked to original data source" keeps one or more data tables in the analysis file linked to the data sources. This reduces the file size and allows you to keep visualizations and settings even though raw data is updated or changed. See Embedded or Linked Data? for more information.

  10. If you select linked data, click on the Edit... button if you want to select key columns, and then click OK when done.

    Comment: You should select key columns if you want to be able to see the markings that were active when saving the file, or if you want any specified tags or bookmarks to be able to be reapplied when reopening the analysis file. Make sure to select columns that uniquely identify all rows in the data table.

    To set up the routines for sharing linked data, click on the Sharing Routines tab.

    For each data table, specify how data should be shared and/or refreshed by clicking the appropriate radio button.

    Comment: This step is only available when a TIBCO Spotfire Web Player server has access to the Library where you are publishing the analysis.

    Click OK when you are done configuring the data table properties.

  11. Click Finish.

    Response: The copy is published and the confirmation dialog for the wizard is displayed. Note that you will continue to have the original analysis open and any further changes will be made to that analysis and not to your copy.

  12. The confirmation dialog includes hyperlinks to the Library folder containing the analysis you just published, which you can click on to view the final result. You can also click Copy Link to copy a link to the clipboard, or Send Email to launch your email program with the links included in the mail.

  13. Click Close.

See also:

Save as Library Item - Step 1

Save as Library Item - Step 2

Save as Library Item - Step 3

Save as Library Item - Published

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