Spotfire v6 New Features. TIBCO Spotfire Delta Training Jumpstart

Transcription

1 Spotfire v6 New Features TIBCO Spotfire Delta Training Jumpstart

2 Map charts

3 New map chart Layers control Navigation control Interaction mode control Scale Web map

4 Creating a map chart Layers are added on top of each other in the map chart. To position different layers items on the map layer, geocoding is used*. - Geocoding means associating geographical names such as cities and countries to latitude/longitude coordinates or features (shapes). The details are stored in geocoding tables. Spotfire provides a number of geocoding tables organized hierarchically. Column matching** between your data and the provided geocoding tables then enables automatic positioning of the items. *When coordinates are provided, these will be used instead of geocoding **Combining data from multiple data tables in a single visualization

5 Layer types Reference layers (not interactive): Map layer: Web maps from TIBCO GeoAnalytics (online access required) More map details visible when zooming Maps with various levels of detail provided Image layer: Image added To place markers, X and Y coordinates required in the data table

6 Layer types Data layers (interactive): Marker layer: Markers are displayed, or pies Geocoding can be used or if the table with the data to be visualized contains geographic coordinates, these can be used for placing the markers Feature layer: Polygon, line or point shapes (features) are shown Geocoding can be used

7 Layers control Only one layer is interactive at a time. Switch interactive layer by selecting another radio button in the layers control: Markers are marked Shapes are marked To temporarily hide a layer, clear its check box.

8 Layers control Several layers, also of the same type, can be added on top of each other! Note how the order of the layers affects the appearance! The layer farthest from to the eye is drawn first, and the next layer on top of it and so on.

9 Types of reference map layers

10 Types of map layers Think of combining also different reference layers:

11 Navigation and interaction mode controls Click the dot to return to default view. Zooming options: Click on the plus sign to zoom in, and the minus sign to zoom out. Click on the slider handle and drag it to wanted zoom level. Panning options: Click on any of the four arrows to move stepwise. Select the hand to sweep the map by clicking and dragging. Interaction modes: Select the arrow to mark items. Marking by clicking an item at a time works in both modes though. Select the hand to pan by clicking and dragging.

12 Zooming Zooming allows you to drill-down into details. Note the scale!

13 Zoom visibility On the Zoom Visibility page, you can set within which zoom range a layer is to be visible. Here is shown how the settings to the left affect what is displayed when zooming in (the slider is moved upwards):

14 Map Chart Properties dialogs Map specific properties: Zoom Visibility: See previous slide Appearance: Set Auto-zoom (disables the navigation and interaction mode controls) Show/hide controls and scale Set Projection reference system to None when background image is used Legend: Specify whether or not layers should be included in the legend, and when included, which details

15 Map Chart Properties dialogs Layers: Click Add to add more layers Select a layer and click Settings to view/edit them Set which layer is interactive Set the layer order Specify which data to use for the marker layer Specify which data to use for the feature layer Open Image Layer Settings to choose image Open Map Layer Settings to choose map type Each layer has its own settings

16 Marker Layer Settings Essential properties: Positioning: Specify method for positioning: Geocoding or Coordinate columns Geocoding: Specify column that is to be matched to the geocoding tables View provided geocoding tables (organized hierarchically). Not already loaded tables can be loaded, and access to more tables is provided via Select. View and edit column matches between data tables and geocoding tables. Coordinate columns: Specify x/y or lat/long columns to use for positioning

17 Feature Layer Settings Essential properties: Appearance: Specify the look of different kinds of shapes Change transparancy of the layer Set whether or not the layer should be taken into account when autozoom is used Geocoding: Similar to the Geocoding part in the Positioning section of the Marker Layers Settings dialog

18 Image Layer Settings Essential properties: Data: Load the background image Specify the extent of the image Set whether or not to use auto-zoom for the layer Normally, set the Coordinate reference system to None

19 Map Layer Settings Essential properties: Map: Set the type of map background

20 Example A Assume these tables are loaded. The left-hand table (which is the default table) lists precipitation during July in a number of cities in each US state, and the right-hand table shows the average July temperature per state. Let us create a map chart where markers indicate the average precipitation for each state colored state shapes indicate the temperature Automatic geocoding takes place as the STATE column is matched to a column in a geocoding table

21 Example A Markers in the added marker layer are positioned on a standard map layer. Their sizes are set to reflect the average precipitation. To color the states shapes by temperature, add a feature layer as shown below: Remember the column matching capability enables visualization of several data tables in the same chart, tables with data as well as geocoding tables.

22 Example A Also the feature layer is added using automatic geocoding as the States column in the Temperatures table is matched to a column in the geocoding table. The colors reflect the July temperature.

23 Example B This data table lists percentage unemployment in municipalities in the Stockholm area. For each municipality the unemployment figures are split into two categories; those being totally inactive on the labor market, and those being active in a measure. Create a map chart with markers showing the total percentage unemployment

24 Example B The markers are drawn at correct positions as the Municipality column is matched to a column in a geocoding table. What if you want to drill down to view the two categories proportions for each municipality?

25 Example B Let us create a details visualization within the map chart! That is, add another layer, a marker layer with pies, and limit it to data that is marked in the already added marker layer! See the settings used for the new layer: Then mark the municipality of interest to show the pie

26 Example B Note the first added marker layer is still the interactive one! Mark only one item at a time to avoid overlapping pies.

27 Example C Note a new spatial function is available, GreatCircleDistance (Arg1, Arg2, Arg3, Arg4). It returns the shortest distance between two coordinates expressed as latitude/longitude. Here the function is used to show airports within a certain radius from Gothenburg.

28 Example D Markers in a marker layer can be placed on top of an image layer. Let us illustrate by creating this map chart, showing exchange rates as markers*: The data table used: *The marker labels are placed as Center labels on items.

29 Example D First add an Image Layer*. Load the image via Browse. To place the markers, imagine a coordinate system, for example this one: Normally Reference coordinate system and Projection coordinate system are set to None! Use it to add appropriate x and y values to the data table: To relate your coordinate system to the image border, click Extent Settings : *You may need to remove any added map layer.

30 Example E Back to the precipitation data To the left, states are colored by the average precipitation in July based on measures in a number of cities within each state. The map chart is set up to let you mark a state and view the individual measures! Let us show how it is done Consider the fact the same city name may appear in more than one state!

31 Example E Create a map chart, and add a feature layer colored by the average precipitation: The states are placed using automatic geocoding, applying the column matching below: Then set the marker layer data to be limited to only marked data:

32 Example E Cities are identified by specifying not only STATE/Territory, but also City which has been added to the left. Thus automatic geocoding cannot take place as the city level is missing the USA States geocoding table. To get also a city level, click Select to access a USA geocoding hierarchy from the library. To use the USA Cities level, select it and click Load. If you wish you can remove the Zip Codes and Counties levels as they are not used as aggregation levels in this case.

33 *Select the column match and make the change via Edit. Example E The needed levels in the geocoding hierarchy are now provided. Looking at the Column Matches tells the City columns are geocoded (but a change to Upper ([City]) is required)*. However, still the STATE/Territory column has no match in the USA Cities table. To add the match manually, click New

34 Example E To the left, the STATE/Territory column is matched to a column in the USA Cities table*. Also add labels and then all is set

35 Example E Remember the feature layer is the layer to be interactive! Now mark states for which you want to view markers indicatating individual measures:

36 Geocoding tables Select File > Open From > Library to load the geocoding tables provided by Spotfire. After checking the content, you can, if there are inconsistencies between the geocoding data and your data, correct it.

37 Tools > Options... Default setting is automatic geocoding:

38 Tools > Options If you still want to use the 5.5 map charts, select the check box. This means, 5.5 map charts are used when creating a map chart using the menu or toolbar. In other cases, like details visualizations, the 6.0 maps are used.

39 Backgrounds in text areas HTML editing

40 Background options in text areas In text areas you can set a background color image

41 Background image positioning Image positioning options: Left Center Right Examples: Note Repeat! Top Center Bottom In all directions Horizontally Vertically None

42 HTML editor... An HTML editor provides capabilities to manually improve text layout and formatting in text areas. Save Same buttons as in the text area edit mode toolbar Insert JavaScript Two ways to open the Edit HTML dialog: Click <> in the title bar Right-click, and select Edit HTML

43 HTML editor The Edit HTML dialog for this text area: Inserted Spotfire controls and Java Scripts are listed in this pane. Assume you wish to add a filter to the text area. Either use the Insert filter button in the edit mode toolbar, or the Insert filter button in the Edit HTML dialog above...

44 HTML editor Here a check box filter has been created. Note the added SpotfireControl in the editor: You can edit a Spotfire Control and change its format. Select it in the right-hand pane, and then click Edit or Format.

45 HTML editor Change the filter control:

46 HTML editor Change the action control: If you start editing HTML manually, it is recommended to continue using the HTML editor in order not to get unexpected results.

47 Insert JavaScript Add a JavaScript to a text area:

48 Images on axes

49 Images on Axes In these visualizations, images can represent categorical values on*: the X-axis the Category axis the X-axis the X- axis and Y-axis *Flag is a binary column. Images in hierarchies are allowed

50 Label Rendering setting For example, the settings made for this hierarchy are:

51 Refreshing a data table

52 Refresh data table When refreshing a data table in the Data Table Properties dialog, choose between With Prompt and Without Prompt. With Prompt allows you to view and edit any specifications made to your data (like transformations) before refreshing it. Without Prompt reloads the single data table applying the specifications directly. An example of refreshing data using With Prompt follows

53 With Prompt Example: This data table is to be loaded into Spotfire. Assume you want to also calculate the difference between Sales and Cost, and include the calculated column in the import. A transformation is added

54 With Prompt Here the Calculate new column transformation is added from the Add Data Tables dialog but can just as well be added via for example, Insert > Transformations. Calculate New Column dialog

55 With Prompt To the right the data is loaded, applying the added transformation: Now click Refresh Data, the With Prompt option in the Data Table Properties dialog.

56 With Prompt You will be presented first to the Excel Import dialog, where you, if you wish, can make changes and then to the Calculate New Column dialog. Assume you prefer to express the Profit as a ratio instead. Now you have the option to edit the expression Calculate New Column dialog

57 With Prompt and the loaded data gets refreshed applying your change: To conclude, the With Prompt option allows you to view what steps have been taken to the data import but also make changes/corrections to them.

58 Insert > Transformations

59 Add transformations to imported data tables Now you can add transformations not only via File > Add Data Tables File > Replace Data Table Insert > Columns Insert > Rows but also to already loaded data tables via Insert > Transformations.

60 Insert Transformations dialog Select the transformation of interest, and click Add. Also Preview and Edit work in the same way as before. The same transformations are available.

61 Example: Pivot The data table to the left has been imported into the analysis. Assume you wish to switch temperatures from Celsius to Fahrenheit and also pivot the table via Insert > Transformations:

62 Limitations You cannot perform transformations on Calculated columns Columns in tag collections Columns created in K-means clustering and Line Similarity calculations In-database data (if not imported into Spotfire)* *Another new feature

63 Refreshing a data table

64 Refresh data table When refreshing a data table in the Data Table Properties dialog, choose between With Prompt and Without Prompt. With Prompt allows you to view and edit any specifications made to your data (like transformations) before refreshing it. Without Prompt reloads the single data table applying the specifications directly. An example of refreshing data using With Prompt follows

65 With Prompt Example: This data table is to be loaded into Spotfire. Assume you want to also calculate the difference between Sales and Cost, and include the calculated column in the import. A transformation is added

66 With Prompt Here the Calculate new column transformation is added from the Add Data Tables dialog but can just as well be added via for example, Insert > Transformations. Calculate New Column dialog

67 With Prompt To the right the data is loaded, applying the added transformation: Now click Refresh Data, the With Prompt option in the Data Table Properties dialog.

68 With Prompt You will be presented first to the Excel Import dialog, where you, if you wish, can make changes and then to the Calculate New Column dialog. Assume you prefer to express the Profit as a ratio instead. Now you have the option to edit the expression Calculate New Column dialog

69 With Prompt and the loaded data gets refreshed applying your change: To conclude, the With Prompt option allows you to view what steps have been taken to the data import but also make changes/corrections to them.

70 Importing in-database data

71 Combining in-database and in-memory analytics Now it is possible to, using the connectors, import data from external sources into Spotfire s internal engine. In that way, the same capabilities as for in-memory data become applicable to data tables in connection to external systems.

72 Add Data Tables No matter data source, and no matter data tables are to be imported or kept external, the same option is selected for accessing the data: Add Data Tables. Also on-demand data tables are handled from there: Spotfire 5.5 Spotfire 6.0

73 Add Data Tables The data sources are grouped under headers. Note the search field: * ** New data sources: *Data tables from SBDF files in the library **Data tables from data functions

74 Add Data Tables Selecting File as data source automatically sets Load method to Import data table, that is, data is processed in the internal data engine (in-memory data).

75 Add Data Tables Selecting a Connection To database (here Microsoft SQL Server) activates the Load method options. You decide whether you want to import the external data into Spotfire or keep it in the database. Note the check boxes for data tables from connections. You can decide whether a data table is to be used or not. Transformations are hidden for both the options. However, the Import data table option allows you to make transformations using Insert > Transformations.

76 Add Data Tables The Load on demand setting is applicable when working with data tables based on information links or data tables in connections with external systems. To specify what will control the loading, click Settings. The opened dialog lets you define the input. Then continue in the same way as in Spotfire 5.5.

77 Replacing Data Table The Replace Data Table dialog contains the similar settings:

78 Inserting columns and rows Provided the data table is imported, columns and rows can be added to it from any of the data sources. All added columns and rows will be imported, no matter data source: Load on demand applicable when working with data tables based on information links or data tables in connections to external systems.

79 Changes in Properties dialogs

80 Column Properties dialog New tab, Geocoding, lets you specify that a column contains geographic information which can be used for positioning.

81 Data Table Properties dialog News in the Data Table Properties dialog: Described in another slide Clear the check box if you do not want to show the selected data table in axis selectors (beneficial for example to hide tables used only as references, like geocoding tables). Select Cache calculated columns to avoid unnecessary recalculations. Then recalculations only take place upon changes in the underlying data. If you clear the check box, recalculations are made every time you open the analysis, even when data is unchanged. The file size gets smaller though.

82 Data Connection Properties dialog Synchronizes the connection (or a shared connection data source) with the library. The capability is needed to make a change of a connection in the library available in the document without having to close and open the document. Two buttons have been removed: Add New and Edit Data Tables.

83 Miscellaneous

84 Exporting data to library You can export data to the library, saved as an SBDF file*, that is, the data is stored in binary form. - If you create your own geocoding tables, these can be exported to the library. *Spotfire Binary Data Format

85 Missing files When opening an analyses in which paths to linked files are incorrect, new options available: Missing local file Missing file from library Note an analysis can be opened anyway!