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Spotfire教程.pdf
Cover
Copyright
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Table of Contents
Preface
Chapter 1: Show Me the Data
Adding data to Spotfire from files
Importing a Microsoft Excel spreadsheet into Spotfire
Importing a text file into Spotfire
Importing other file types into Spotfire
Key data concept – basic row/column structure of a data table
Key data concept – data types
Using the inbuilt filters in Spotfire
Key data concept – data relationships
How to link data in Spotfire
How to relate two tables
Column matching
Connecting to a database
Using ODBC
How to set up an ODBC connection in Microsoft Windows 7
Using an ODBC connection in Spotfire
Key data concept – data queries
Anatomy of a SQL statement
Summary
Chapter 2
: Visualize This!
Displaying information quickly in
tabular form
Enriching your visualizations with color categorization
Visualizing categorical information using bar charts
Dividing a visualization across a trellis grid
Key Spotfire concept – marking
How to change the marking color
How to set the marking behavior of
a visualization
Visualizing trends using line charts
Visualizing proportions using pie charts
Visualizing relationships using scatter plots
Visualizing hierarchical relationships using treemaps
Key Spotfire concept – filters
Enhancing tabular presentations using graphical tables
Summary
Chapter 3
: Analyze That!
Framing your analysis using text areas
Key Spotfire concept – document properties
Increasing interactivity using property controls
Providing summary information at a glance
Customizing the filter panel
Getting details of marked items
Annotating data using tags and lists
Using lists
Using tags
Creating analysis snapshots using bookmarks
Summary
Chapter 4
: The Big Wide World
of Spotfire
An overview of Spotfire components and architecture
A quick guide to Administration Manager
Users
Groups and Licenses
Preferences
Using the Library Administration interface
Folder permissions
Import and Export
A quick tour of Information Designer
Data Source
Columns
Join
Filter
Procedure
Information Links
An overview of Spotfire Analyst (formerly Professional Client)
An overview of Spotfire Consumer (formerly web player)
An overview of Spotfire Business Author (new with version 6.5)
Automating tasks using Automation Services
Running Automation Services jobs
An overview of system monitoring tools
Spotfire 6.5
Summary
Chapter 5
: Source Data is Never Enough
Creating metrics using calculated columns
Basic metric
Dynamic metric
Using the Data Panel tool
Key data concept – dimensional hierarchies
Adding dimensionality to your data by defining hierarchies
Categorizing continuous numerical data using binning functions
Slicing and dicing data using hierarchy nodes
LastPeriods
Parent
PreviousPeriod
ParallelPeriod
NavigatePeriod
Intersect
Merging data from multiple sources
Insert columns
Insert rows
Key data concept – narrow tables versus wide tables
Transforming data structure through pivots and unpivots
Unpivot
Pivot
Using Spotfire's Information Designer
Building an information link to multiple source data tables
Building an information link that writes data back to a database
Optimizing complex data manipulations using in-database analytics
Selecting data for a data connection
Creating in-database views
Summary
Chapter 6
: The World is Your Visualization
Applying custom expressions directly to visualization properties
Key Spotfire concept – difference between calculated columns and custom expressions
Annotating visualizations with reference lines, fitted curves, and error bars
Error bars
Defining color rules and organizing document color schemes
Slicing and dicing visualizations using hierarchy nodes
Mashing up data from different tables in a single visualization
How to create dynamic pivots using cross tables
Pivot aggregations
Cross tabulation
Visualizing categorical information and trends together in combination charts
Visualizing statistical measures using box and whisker plots
Summarizing statistical measures using summary tables
Visualizing complex multidimensional data using heat maps
Heat maps
Dendrograms
Profiling your data using parallel coordinate plots
Exporting and publishing data and visualizations
Summary
Chapter 7
: What's Your Location?
Creating background map layers
Key Spotfire concept: map chart layers
Key mapping concept – coordinate reference systems
Using automatic geocoding to accurately position locations from your data on a map
Geocoding
Coordinate columns
Incorporating and using a feature layer
Geographic drill-down
Adding Web Map Service data to a map chart
Using the map chart for nongeographic spatial analysis
Summary
Chapter 8
: The Secret Life of Python
Introduction to IronPython
Control structures
Libraries
Lists
Functions
Object orientation
Overview of the Spotfire API
Some useful external libraries
Creating scripts
Referencing and manipulating the primary elements in an analysis file
Pages
Example script
Visualizations
Example script
Properties
Example script
Data tables
Marking
Panels
How to manipulate visualization properties
Generic visualization properties
Example script
Axes properties
Example script
Visualization-specific properties
Cross table visualization
Table visualization
Script example
Trellising
Error bars
Reference lines and curves
Script example
How to manipulate color
Color by category
Example script
Color by rule
Example script
Gradient coloring
Coloring tables and cross tables
Example script
How to manipulate filters
Change a filter
Script example
Hide a filter group
Manipulating data already loaded into Spotfire
Reading a table
Example script
Marking and selecting data
Example script 1
Example script 2
Calculated columns
Example Script
How to add data to an analysis
Define a data source
Add a column to a table
Script example
Add rows to a table
Script example
Summary
Chapter 9
: It's All About Self-Service These Days
Building a guided analysis
Index page
Projections page
Department Performance page
History Arrows
Key data concept – metadata
Incorporating configurable business rules into your analysis
Example metadata table/spreadsheet
A metadata-driven self-service analytics case study
Metadata
Representative metadata content
Source data
Base template
KPI Page
IronPython scripts
Deployment page
Runtime scripts
Summary
Chapter 10
: Beyond the Horizon
TIBCO Enterprise Runtime for R (TERR)
Data functions
Expression functions
Predictive modeling
Holt–Winters forecast
JavaScript
Mobile Metrics
Setting up KPI sets
Event analytics
TIBCO StreamBase
StreamBase and TERR
Contextual analysis and mobile metrics
Spotfire data connectors
Hadoop
Columnar databases
Online analytical processing
Teradata
Cisco information server
TIBCO Spotfire Advanced Data Services
Data delivery
Caching
Metadata modeling
Query engine
Summary
Index
TIBCO Spotfire –
A Comprehensive Primer
Create innovative enterprise-class informatics solutions
using TIBCO Spotfire
Michael Phillips
BIRMINGHAM - MUMBAI
TIBCO Spotfire – A Comprehensive Primer
Copyright © 2015 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval
system, or transmitted in any form or by any means, without the prior written
permission of the publisher, except in the case of brief quotations embedded in
critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy
of the information presented. However, the information contained in this book is
sold without warranty, either express or implied. Neither the author, nor Packt
Publishing, and its dealers and distributors will be held liable for any damages
caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the
companies and products mentioned in this book by the appropriate use of capitals.
However, Packt Publishing cannot guarantee the accuracy of this information.
First published: February 2015
Production reference: 1130215
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78217-640-4
www.packtpub.com
[ FM-2 ]
Credits
Project Coordinator
Akash Poojary
Proofreaders
Maria Gould
Kevin McGowan
Jonathan Todd
Indexer
Tejal Soni
Production Coordinator
Shantanu N. Zagade
Cover Work
Shantanu N. Zagade
Author
Michael Phillips
Reviewers
Andrew Berridge
Colin Gray
Sameer Sheth
Tommy O'Dell
Commissioning Editor
Amarabha Banerjee
Acquisition Editor
Subho Gupta
Content Development Editor
Anand Singh
Technical Editor
Ryan Kochery
Copy Editors
Pranjali Chury
Puja Lalwani
Nithya P.
Adithi Shetty
[ FM-3 ]
Foreword
Before I begin, I need to make a quick disclaimer: although I am a Spotfire
consultant working for TIBCO, this foreword and the rest of the book have been
written completely independently of TIBCO, and any views or opinions expressed
herein are my own and those of the author and do not represent TIBCO's official
policy or statements in any way.
I met Michael Phillips, the author of this book, during my first Spotfire consulting
engagement. Very quickly, we established an excellent working relationship and
were always bouncing ideas off each other as to how we could exploit Spotfire to
its fullest!
Spotfire is unique in the business intelligence market in the way that it supports
(and encourages) ad hoc data exploration and in the degree to which it is extensible
and customizable. Michael and I used these capabilities (and many other Spotfire
features) to deliver a first-class reporting, analytics, and data exploration system
during that consulting engagement. I believe the system we delivered was truly
innovative in its approach. It provided an unprecedented combination of data
analysis and free-form data exploration in a highly regulated environment. It guided
the users in their analysis, enabling them to monitor and report on clinical events
and findings, and yet allowed free-form exploration of the underlying data, enabling
the users to understand why the data was showing what it was. Critically, we also
allowed users to take action on the data from within Spotfire itself and monitor the
results of those actions over time.
In my experience as a Spotfire consultant, customers are passionate about the
technology. They quickly embrace the product and form centers of excellence and
Spotfire communities within their organization. The ease with which the platform
can be customized and extended, combined with the extensive range of built-in tools
and features, means that Spotfire analysts are always finding new ways to embrace
the technology and use it to deliver amazing value for their business. It never ceases
to amaze me every time I see how a new Spotfire analysis solves a critical problem
for a business. Michael's enthusiasm and desire to write a book about Spotfire
is another example of how customers and users become passionate fans of
the platform.
[ FM-5 ]
This book is a comprehensive primer to Spotfire. It is a fresh approach to working
with Spotfire because it (uniquely, in my opinion) combines reference material with
practical how-to hints and tips and real-world experience and advice. Michael's
authoring style is vibrant and involving. It really feels like he is taking the reader
on a journey—right from the very start of working with Spotfire to the analytics,
best practices, and practical examples of how to construct powerful and flexible
visualization and reporting solutions.
Michael also covers some advanced topics that often don't get to see the light of
day. For example, he provides a comprehensive introduction to development using
IronPython, the scripting engine within Spotfire. In my experience, this is the single
most under-utilized part of Spotfire. It is very powerful, and yet, many people
choose not to exploit it. Using IronPython, you can configure visualizations, create
custom reports, write data to a database, and call out to external systems, to mention
just a few applications.
He also touches on statistical programming, predictive analytics, and event
analytics, providing a few practical examples in each case. Again, Michael's
unique approach means that these topics—often considered advanced and not
well-understood—are made accessible and understandable to the reader. After
reading this book, you will be a confident Spotfire user and report author, and
you will be more familiar with the terminology of data analytics and understand
where to go next to get further information.
Finally, all that remains for me to say is, enjoy the book! I hope you find it useful.
Andrew Berridge
Senior Industry Analytics Consultant, TIBCO Spotfire
[ FM-6 ]
About the Author
Michael Phillips has worked with TIBCO Spotfire on a daily basis for the past
3 years, designing and building solutions for complex clinical informatics challenges.
He has a strong mix of scientific, business, and technical experience. Having gained
a PhD in biochemistry, Michael worked as a general science and medicine editor for
10 years, and also as an IT manager for 15 years, specializing over time in business
intelligence (almost 10 years now). He currently works as a clinical informatics
product manager in a dedicated innovation team at ICON plc, a large global clinical
research organization with a very strong product offering in clinical informatics.
His work spans a comprehensive range of activities from business, commercial,
and scientific analysis and strategy right through to the technical
work of building solutions in Spotfire.
He has a passion for business intelligence, particularly data visualization and
self-service data exploration. Although his IT experience is wide-ranging and he is
very comfortable with technology, he retains a strong business focus and believes
that self-service informatics is a difficult but absolutely essential challenge in today's
culture of "big data" and information on demand.
Many thanks to my friends and family for their support and
encouragement.
[ FM-7 ]
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