Spotfire Server and Environment - Quick Start

Spotfire Analyst license

The Spotfire Analyst license is the primary license for users running the full Spotfire client.

Note: All the base functionality of Spotfire is contained here, except for the features that are listed for the Spotfire Enterprise Player license. It is therefore vital that any user who has the Spotfire Analyst license also get the Spotfire Enterprise Player license.
Note: Spotfire Analyst users also need the Spotfire Business Author license feature, under Spotfire Business Author, if they should be able to move, edit or delete files from the web view of the library (even if they have Browse + Modify + Access rights to a library folder and mainly work with Spotfire Analyst).

Many analyst users also need access to the features under the Spotfire Advanced Analytics license.

Feature Provides permission to
Advanced Data Properties Use additional functionality in the Column Properties dialog, such as Details, Edit, Freeze Columns, Insert, Column Properties, Sort Order, and Hierarchies.
Advanced Document Properties Access the File > Document Properties dialog and the Document properties panel from View > Document properties where you can view, add, edit, and delete document properties. Access the Tools > Options dialog, and assign a filtering scheme to a page.
Advanced Filter Panel Properties Hide, move, and group filters, and access the Filtering Scheme Properties dialog and the Organize Filters dialog from the Filters panel.

Access the Filtering schemes panel from the View menu and from the contextual menu in the Filters panel (via Manage filtering schemes). Create new filtering schemes and edit the existing ones. Toggle the visibility of the Filtering scheme menu in the Filters panel.

Switch filtering schemes for a page from the Filters panel, or, for a visualization, using the visualization properties.

Advanced Visualization Properties Change all visualization properties using the Visualization Properties dialog or the Visualization properties panel.

This feature also enables everything in the Change Column Selector and Simple Visualization Properties features.

Alerts for Streaming Data Open a web user interface where it is possible to view and configure alert rules for streaming data tables from Spotfire Data Streams.
Change Column Selector Interact with column selectors and data table selectors in visualizations. It also allows users to adjust binning sliders and hierarchy sliders, and to alter the order of multiple columns on an axis.
Change Exportability for Web Client Table Data Specify whether the data in a Table, Summary Table, or Cross Table should be able to be exported if the analysis is opened in a Spotfire web client. If disabled, a default value or preference will determine if the data in the table can be exported from web clients. Set these preferences on the Preferences tab in the Administration Manager tool.
Configure External Actions Add and configure external actions in an analysis.
Create 3D Scatter Plot Create new 3D scatter plot visualizations.
Create Annotations Create annotations within analyses.
Create Bar Chart Create new bar chart visualizations.
Create Combination Chart Create new combination chart visualizations.
Create Cross Table Create new cross table visualizations.
Create Graphical Table Create new graphical table visualizations.
Create Heat Map Create new heat map visualizations.
Create Information Link Create new information links using predefined elements.
Note: This feature gives users access to the Data > Information designer menu option, from which they can use data sources and elements other people have configured to create a new information link. However, to configure data sources and elements, users must also have the Spotfire Information Modeler license.
Create KPI Chart Create new KPI chart visualizations.
Create Line Chart Create new line chart visualizations.
Create Map Chart Create new nap chart visualizations.
Create Page Create new pages.
Create Parallel Plot Create new parallel coordinate plot visualizations.
Create Pie Chart Create new pie chart visualizations.
Create Scatter Plot Create new scatter plot visualizations.
Create Summary Table Create new summary table visualizations.
Create Table Create new table visualizations.
Create Text Area Create new text areas.
Create Treemap Create new treemap visualizations.
Create Waterfall Chart Create new waterfall chart visualizations.
Custom Query in Connections Author custom queries for data access using data connections.
Note: To publish trusted custom queries to the library, a user must also be a member of the Custom Query Author group. Only custom queries saved as "trusted" to the library by such a member will execute in web clients.
Customize Toolbar Customize the toolbar by adding shortcuts and arranging them in the desired order on the toolbar.
Data Action Recommendations Enable the option to get recommendations on data actions. For example, this could be to clean up the column values by removing whitespace characters.
Data Panel Use the Data in analysis flyout (the Data panel).
Error Bars Add error bars in visualizations.
Insert New Column Add and edit calculated columns.
Lists Work with Lists.
Load Data on Demand Load data from data connections and information links on demand.
Manage Data Tables Add and work with data tables in an analysis, as well as add data to start a new analysis.

Enables the possibility to add new data tables, to view and edit data table properties, to see the Data canvas (the source view in which to edit data table structures), as well as seeing the Manage Data Connections tool.

Merge Data Insert and merge additional data into a data table. This is done by selecting to add more data as new rows or new columns after choosing it in the Files and data flyout, or by inserting rows or columns between nodes in the Data canvas.
Open Database Data Open data from databases.
Open Empty Data Open an analysis file even if a data source is unavailable.
Open File Data Open local data files such as *.txt, *.csv,*.xlsx, *.xls, *.stdf, and *.sbdf files, and to paste data from the clipboard.
Note: Users can always open *.dxp files if the Open File feature that is included in the Spotfire Enterprise Player license is enabled for them.
Open Information Links Open data from information links.
Open Library Data Open data files stored in the library.
Open Library Data Connection Open data from data connections in the web client (provided that the data connection was previously stored in the library).
Recommendations (before 10.0) Access to the previous Recommended visualizations dialog.
Replace Data Enable the Replace data table button on the toolbar of the Data canvas, and also the Replace data source option for a selected data node.

The available sources from which data can be replaced are determined by the 'Open...' license features.

Replace Values in Visualizations Replace values in the context of a table visualization or in the Details-on-Demand. This is applicable to in-memory data only.
Simple Data Properties Access the Data > Column Properties dialog.
Simple Filter Panel Properties Access the context menu that is used for switching filter types and resetting filters.
Simple Visualization Properties Change visualization properties using the axis selectors, and drag and drop columns from other visualizations or the Filters panel. Access to the Markings panel from the View menu where you can create and edit markings.

This feature also enables everything in the Change Column Selector feature.

Access the Document properties panel from View > Document properties where you can view and select document properties. To also add or edit document properties, you also need the Advanced Document Properties license.

Tags Work with Tags.