TIBCO Spotfire for Developers Create, manipulate, and deploy rich analytical visualizations using the TIBCO Spotfire platform Manuel Xavier BIRMINGHAM - MUMBAI TIBCO Spotfire for Developers Copyright © 2013 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: October 2013 Production Reference: 1171013 Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK. ISBN 978-1-78217-983-2 www.packtpub.com Cover Image by Suresh Mogre ([email protected]) Credits Author Project Coordinator Manuel Xavier Romal Karani Reviewer Proofreader Sri Prakash Chris Smith Acquisition Editor Indexer Usha Iyer Tejal Soni James Jones Graphics Abhinash Sahu Commissioning Editor Govindan K. Production Coordinator Melwyn D'sa Technical Editors Iram Malik Shali Sasidharan Cover Work Melwyn D'sa About the Author Manuel Xavier is an experienced IT Architect (certified SOA Architect and TOGAF 9), specialized in the creation of business-driven and vendor-neutral Service Oriented Architectures (SOA) and Business Process Management (BPM) solutions. He has been in IT for over 10 years, having participated in many high-profile projects across several countries, namely Portugal, Egypt, UAE, and the Netherlands. His experience was accumulated in distinct vertical markets, from Financial Services and Insurance to Telecommunications, Energy, and Utilities. Besides SOA and BPM, other reference areas for Manuel are Complex Event Processing (CEP), Case Management, Business Activity Monitoring (BAM), and Visual Analytics. Throughout his career, he has employed Analytics in multiple scenarios, the most relevant being: measurement of process performance, monitoring of Service Level Agreement expiration, and inspection and evaluation of product sales. Regarding technologies, he has know-how in several platforms, such as Tibco, Oracle, webMethods, and Progress. I would like to thank Romal Karani, Govindan Kurumangattu, and Meeta Rajani for all the help and assistance they gave me during the writing process. About the Reviewer Sri Prakash is a successful Management Consultant and Project Manager who heads E-Com Canada Inc., a company dedicated to providing Information Technology consulting services in Canada. He has an MBA from the Schulich School of Business in Toronto and also a Master's Degree in Information Systems. He brings to the table leadership earned in global giants, such as General Electric, EDS, Rogers-AT&T, and the Provincial Government of Ontario. He has personally led multi-million dollar projects for these organizations and believes in leadership by example. Under his leadership, E-Com Canada has successfully grown over the years to deliver large and medium projects for reputed companies in and around the Greater Toronto Area. Its clients include the Ontario Real Estate Association (OREA), Stelco (US Steel), Canadian Red Cross, and the Healthcare of Ontario Pension Plan (HOOPP) to name a few. www.PacktPub.com Support files, eBooks, discount offers and more You might want to visit www.PacktPub.com for support files and downloads related to your book. Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at [email protected] for more details. 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Table of Contents Preface 1 Chapter 1: The Spotfire Architecture Overview 5 TIBCO Spotfire 5 Spotfire platform 5.x 7 Summary 9 Chapter 2: Setting Up a Development Environment 11 Installation prerequisites 11 Hardware 11 Software 12 Installing the Spotfire environment 13 TIBCO Spotfire Server 13 Verifying the DB installation 13 Downloading Spotfire Server 14 Preparing the server database 15 Installing Spotfire Server 17 Installing database vendor drivers 21 Configuring Spotfire Server 21 TIBCO Spotfire Professional 28 Downloading Spotfire Professional 28 Installing Spotfire Server client packages 28 Installing Spotfire Professional 30 TIBCO Spotfire Web Player Server 33 Configuring Microsoft IIS 33 Downloading Spotfire Web Player Server 35 Installing Spotfire Web Player Server 35 Final installation status 40 Configuration and administration post installation 41 TIBCO Spotfire Server 41 Configuration 41 Administration 41 Table of Contents TIBCO Spotfire Web Player Server 46 Configuration 46 Diagnostics 46 Logging and monitoring 47 Summary 47 Chapter 3: Creating Visualizations 49 Data 52 Data loading 54 Loading a text file 54 Loading an Excel file 58 Loading from databases 60 Visualization types 64 Tables 64 Bar Charts 70 Line Charts 78 Pie Charts 80 Scatter Plots 81 Box Plots 84 The text area 87 Details visualizations 89 Summary 92 Chapter 4: Mastering Visualizations 93 Filtering 93 Filter types 96 Customizing the filters 98 Filtering schemes 99 Applying filters 101 Hierarchies 102 Marking and Details-on-Demand 105 Preparing and transforming the data 106 Adding a data table 107 Inserting data table columns 107 Inserting data table rows 110 Data transformation 111 Pivoting data 112 Unpivoting data 113 Calculating and replacing a column 115 Calculating a new column 116 Changing the column name 116 Changing the column data type 117 Replacing the data table 118 [ ii ] Table of Contents Column matches 119 The automatic mode 119 The manual mode 120 Relations 121 Multiple data tables in one visualization 123 The visualization layout 126 Pages 127 Libraries 128 Web Player Server 131 Computational analytics 132 Regression modeling/the linear regression model 133 Information designer 139 Summary 144 Index 145 [ iii ]