This course teaches the concepts required to effectively utilize the TIBCO Spotfire Analyst client to construct an analysis experience for others to use.

Learn about the Information Designer and how to create information links. Consider the options for saving and sharing the settings for in-database data connectors. And, from either of these data sources, learn how data tables can be configured to load on demand. Understand how the Library is used to save and share items with permission controls, and consider other collaborative capabilities of the platform. Learn about the variety of functional capabilities which can be configured within text areas, and incorporate those tools as part of your routine design practices, with the goal of generating quality guided analyses for your users.

Audience: Designers who configure data access and analysis documents with the intent of sharing with others.
Course Duration: 3 days

We recommend students participate in Spotfire Analyst Essentials I and Spotfire Analyst Essentials II prior to taking this course.

Course Outline:
  • Data Access Considerations
    • What Is an Information Link?
    • How to Setup Data Source and Create Elements
    • How to Create Information Links
    • Create and Use Information Link Prompts to Collect Query Criteria
    • Introduction to Load On Demand
    • Define Load On Demand Input Criteria
    • Ways to Provide Aggregate Data Tables
    • Pivot Data on Client or Server
    • Limit Queries with Filter Elements or Column Elements
    • Personalized Information Links and Limit with Parameters
    • Join Database Tables with Information Links
    • Edit Information Link SQL and Call Stored Procedures
    • Passing Property Values to the Client
    • Nodding Review of the Information Designer
    • Data Connector Configured to Load On Demand
    • Save and Share Data Connector Settings
    • Custom Queries when Defining a Data Connection


  • Sharing and Collaboration
    • Different Client Environments
    • Using the Library to Save and Share Items
    • Bookmarks as an Analysis Sharing Device
    • Configure the Collaboration Panel


  • Text Area Controls
    • Format Text, Web Links, Images, Background Options
    • Insert Dynamic Items and Filters
    • Assign Property Controls to Visualization Properties
    • Action Controls Overview
    • Using Action Controls for Navigation
    • Using Action Controls to Apply Bookmarks or Functions
    • Introduction to Action Control Scripts
    • Configure Interactions between Properties and Scripts
    • Refresh Data Functions with Action Controls
    • Using HTML and JavaScript in Text Areas


  • Best Design Practices
    • Designing a Guided Analysis
    • Tips for Polishing an Analyses
    • Sorting Based on Values in Various Visualization Types
    • Multiple Data Table Considerations
    • Configure Page Layouts
    • Copy Visualizations and Pages Across Analyses
    • Design for Performance
    • Design for Dashboards
    • Design for Mobile Users
    • How to Embed a Spotfire Analysis in a Web Page
    • Consider the Potential of Web Integrations and Mashups