The Spotfire Community is moving to TIBCOmmunity and this forum location has closed. During the transition, you can still search the old forums but posting has been disabled. We encourage you to pick up the discussion at the new Spotfire community on TIBCOmmunity.
Using Bookmarks to Create Guided Analysis in TIBCO Spotfire 3.3 - Tip of the Week

Tip of the Week

Using Bookmarks to Create Guided Analysis in TIBCO Spotfire 3.3

This week we will start a tip of the week arc where we introduce the new features of TIBCO Spotfire version 3.3. In this tip we will focus on how to use the updated Bookmark capabilities to create Guided Analytic Applications.  There are many other useful capabilities of bookmarks, like collaboration, which will be discussed in future tips.

 

Bookmarks were updated in version 3.3 to support the capturing of properties as well as page layouts and visualization properties. These concepts come in very handy  when you want to ‘guide’ the user through an analytic process. Suppose we define a visualization which includes a document property in the expression used on one of its axes. We can modify the property values and capture bookmarks so that we can easily revert back to common configurations. 

For example, suppose we have a Bar Chart which will display the yield of various mortgage amounts over 10 years, using an annual interest rate of 8%.

 


As the author of the file, you may want the user to see what the total yield would be both at 8% and at 5%, and you would rather not take up the real estate to show 2 separate visualizations.  Using 3.3 Bookmarks, you can update the document property which contains the interest rate as part of the yield calculation, and then take a snapshot of that visualization, including the property. You can then update the property to a new value, and take another bookmark.


Once this is done, we can now go into a Text Area and add Action Controls which will trigger the bookmarks as part of a guided analysis. When adding the bookmark to the Action Control, we want to add the ‘Properties’ component of the bookmark only. This will update the property to the value when the bookmark was captured.

 
We can repeat this process and add another Action Control which will apply the second bookmark as shown below.
 

In addition to using properties as part of Bookmarks, we can also capture page layouts and visualization properties. This will allow us to accomplish certain tasks which previously required a Script Control.  For example, in the example above, if we wanted to update the visualization’s title to display either ‘Total Yield for 5 percent interest’  or  ‘Total yield for 8 percent interest’ when the appropriate bookmark was applied, you would, as the author, update the visualization title to the correct title before capturing each bookmark. (for example, update the title to be 5 Percent Yield when you capture the 5 percent bookmark and then update the title to be 8 Percent Yield when you capture the 8 percent bookmark). Then when you apply the bookmark in the Action Control, you will add in both the ‘Properties’ and ‘Page Layout and Visualizations’ features.
 

 

In addition to visualization titles, the new bookmark features allow you to take the same approach to any visualization property.  A good example would be to create bookmarks to turn the trellis feature either on or off.
 

 

Another popular use for capturing the visualization properties in a bookmark is to create an affect where you are only displaying certain visualizations on the page when the user clicks on a link, ideally as part of a guided process.

Take a look at the example below, which shows some text in a text area and then a Combination Chart which shows the sum of sales from each sales representative.


By capturing bookmarks , we can now create an action link (which shows up as a link in the text area to the left) that will change the visualizations on the right, including new instructions in the text area, and then a Combination Chart which shows sales predications and quotes for each sales team.

 

A key point to mention is that, when doing this approach, the visualization types have to be the same. So, in the example above, the two visualizations used in the bookmark were always a Text Area and a Combination Chart…this would not work if we tried to have a different visualization at one point.  You can update any property in a visualization, like the title, the data table used, the axis expressions, etc..., but the visualization type needs to remain the same.

Comments

 

Simple Property Management Software | Property Manager Course said:

Pingback from  Simple Property Management Software | Property Manager Course

May 13, 2011 1:41 PM
 

Tip of the Week said:

In an earlier tip , we discussed the new bookmark capabilities in version 3.3 which allow you to capture

May 30, 2011 10:04 PM
 

louis vuitton wallets said:

www.buymonsterbeats.org

I have been keeping track of your site for a long time I read these articles, this is an interesting reading I will continue to pay attention to it more

Your article is one of the most classical style, when I read once, I have been deeply in love with them, you look forward to more perfect work.

December 19, 2011 10:18 PM
 

uggkensington said:

If you want to buy<a href="www.uggkensingtons.org/">Ugg boots</a>

December 27, 2011 7:36 PM
 

uggkensington said:

December 27, 2011 7:37 PM
 

uggkensington said:

If you're looking for footwear that offers the ultimate in durability, premium quality across the board and a large slice of style,you've certainly come to the right place.And as we're sure our many satisfied customers will agree,our pride shines through in the premium quality of our ever popular footwear range.If you want to buy<a href="www.uggkensingtons.org/">Ugg boots</a>

December 27, 2011 7:38 PM
 

uggkensington said:

Thank you for shair.I like it.

December 27, 2011 7:39 PM
 

uggskensingtonsale said:

www.uggskensingtonsale.org

www.uggskensingtonsale.orgugg-adirondack-boots-ii-c-6.html | UGG Adirondack Boots II

www.uggskensingtonsale.orgugg-adirondack-tall-boots-c-11.html | UGG Adirondack Tall Boots

www.uggskensingtonsale.orgugg-amberlee-boots-c-34.html | UGG Amberlee Boots

www.uggskensingtonsale.orgugg-annabelle-boots-c-35.html |

December 28, 2011 3:42 AM
 

uggretrocargosale said:

January 4, 2012 1:01 AM
 

Cato said:

Hi there! This is my 1st comment here so I just wanted to give a quick shout out

and say I really enjoy reading your articles. Can you recommend any other blogs/websites/forums that cover the same subjects?

Appreciate it!

August 5, 2012 3:57 PM
 

Peeler said:

Very good blog! Do you have any recommendations for aspiring writers?

I'm hoping to start my own blog soon but I'm a little lost on everything.

Would you advise starting with a free platform like Wordpress or go for a paid option?

There are so many options out there that I'm totally confused .. Any recommendations? Cheers!

October 28, 2012 9:02 AM
 

Dickson said:

Wonderful article! This is the type of information that are supposed to be

shared across the web. Shame on the seek engines for no longer

positioning this put up upper! Come on over

and discuss with my website . Thanks =)

December 12, 2012 12:19 PM
 

Lo said:

It's appropriate time to make some plans for the future and it is time to be happy. I have read this post and if I could I wish to suggest you few interesting things or tips. Perhaps you can write next articles referring to this article. I desire to read more things about it!

December 12, 2012 12:30 PM
 

Shell said:

It's amazing to go to see this web site and reading the views of all colleagues regarding this post, while I am also zealous of getting familiarity.

December 12, 2012 12:56 PM
 

Wilcox said:

Have you ever thought about creating an ebook or guest authoring on other blogs?

I have a blog centered on the same information you discuss and would love to

have you share some stories/information. I know my visitors would value your work.

If you're even remotely interested, feel free to send me an e-mail.

December 12, 2012 1:28 PM
 

Houghton said:

I'm extremely impressed with your writing skills and also with the layout on your blog. Is this a paid theme or did you modify it yourself? Either way keep up the excellent quality writing, it is rare to see a great blog like this one nowadays.

December 22, 2012 12:46 AM
 

Hubert said:

Have you ever thought about publishing an e-book or guest authoring on

other websites? I have a blog based on the same ideas you discuss and

would love to have you share some stories/information.

I know my visitors would value your work. If you are even remotely interested, feel free

to send me an e-mail.

December 28, 2012 11:35 PM
 

Overton said:

There are ways that you can break a lease when you have leased a car you

can no longer afford. However, some dealers choose not to

include it in their calculations to drive the advertised lease

payments even lower. Maintaining your vehicle and caring for its physical appearance will help to reduce or eliminate De-Hire

charges at the end of your contract.

January 1, 2013 12:28 PM
 

Jaeger said:

There are ways that you can break a lease when you have leased a car

you can no longer afford. Instead of a sleek sports car,

you may have to give it up for a more practical family car

especially if you can only maintain one vehicle.

There are some companies that do not require

down payment and permit you to use their cars and trade or

exchange it after some time.

January 11, 2013 3:05 PM
 

GTA San Andreas said:

Your work is deserved to be appreciated hard working efforts done in your blog.

January 22, 2013 10:50 PM

Leave a Comment

(required) 
(optional)
(required) 
Submit

Syndication

Other Spotfire Blogs

©Copyright 2000-2011 TIBCO Software Inc | Privacy Policy | Terms of Use I Blog I Contact Us I Content Center