This course (in combination with SP131, Spotfire Analyst Essentials II) teaches the essential concepts required to effectively utilize the TIBCO Spotfire Analyst client.

This course is not a ‘basic’ training course.  Although the training assumes no prior experience or knowledge of Spotfire, it delves deeply into visualization properties and complex interactive features. General guidelines for when to use which visualization is provided for the most common visualization types. The course also covers the wide variety of data access options available to users, and since Spotfire documents may save links to the data supporting an analysis or may embed data within the document, these saving options are thoroughly discussed.  Finally, the course shows how to export data or images to Microsoft® Excel®, Microsoft® PowerPoint®, PDF, or web-compatible file types

Audience: Ad-hoc users who perform analyses by loading data, configuring visualizations and applying analysis capabilities for their own use
Course Duration: 2 days

There are no prerequisites for this course.

Course Outline:
  • Data Access
    • What is TIBCO Spotfire?
    • Using an Interactive Analysis Environment
    • Login and Welcome Screen
    • Open Data from Files
    • Import Settings and Data Format
    • Open Data from Excel
    • Using Information Links
    • Appreciating the Underlying Data Table
    • Select a Default Visualization When Opening New Data
    • Learn About the Spotfire Library


  • Create Visualizations
    • Configure and Interpret Bar Charts
    • Appreciate the Visualization Properties Dialog
    • Trellis Visualizations to Subdivide Data
    • Selecting Columns, Aggregations and Multiple Scales
    • Create Continuous Data Groupings through Auto-Binning
    • Configure and Interpret Line Charts
    • Understand Date & Time Groupings and Fiscal Year Offsets
    • Configure and Interpret Graphical Tables
    • Configure and Interpret Scatter Plots
    • Understand Color Options and Configure Color Schemes
    • Add Reference Lines or Curve Fit Lines
    • Adjust Transparency or Create a Density Plot
    • Configure and Interpret Pie Charts
    • Select Items for Display in the Legend
    • Configure and Interpret Tables and the Details-on-Demand Panel
    • Create hyperlinks to URLs within Tables
    • Configure and Interpret Summary Tables and Cross Tables
    • Include Images on Visualizations


  • Configure Interactivity
    • Drill-Down to Learn More About Data of Interest
    • Configure the Content of Tooltip Information Boxes
    • Learn How to Mark Data and What Marking Can Accomplish
    • Configure Multiple Markings for Different Visualizations
    • Create Details Visualizations
    • Configure Details Visualizations for Serial Drill-Down
    • Configure Visualizations to be Limited by Multiple Markings
    • Apply Filters, Change Filter Types and Organize Filters
    • Create and Apply Different Filtering Schemes
    • Learn to Adjust Document Properties
    • Show or Hide Indicated Items
    • Define and Display Subsets


  • Save and Export
    • Consider the Value of Saving Data Linked to the Source
    • Change the Save Data Setting to Embed Data
    • Reload Data or Replace the Data Table
    • Export Data: Marked Data, Filtered Data, All Data
    • Export Data to the Library
    • Export Images to PDF or Edit Images in PowerPoint