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 Duration 14 hours

Course Outline

1. Introduction to Advanced Spotfire Analyst

  • Course goals and agenda overview
  • Review of Spotfire architectural components
  • Comparison of Spotfire Analyst and the Spotfire Web Client
  • Best practices for conducting advanced data analysis

2. Overview of Spotfire Server and Environment

  • Key components of the Spotfire platform
  • Establishing connections to the Spotfire Server
  • Authentication methods and user roles
  • Configuration of preferences and user settings

3. Navigating the Spotfire Web Client

  • Utilizing the Web Player interface
  • Opening and distributing analyses
  • Application of bookmarks and filters
  • Management of both personal and shared content

4. Managing Libraries and Information Assets

  • Structuring and organizing the library
  • Publishing analyses to the central library
  • Version control and content governance
  • Administration of permissions and access rights

5. Collaboration and Secure Content Sharing

  • Distributing analyses to team members
  • Setting up user roles and access restrictions
  • Overseeing collaborative workflows
  • Recommended practices for secure data sharing

6. Creating Information Links and Accessing Enterprise Data

  • Foundational concepts of Information Designer
  • Construction of Information Links
  • Integration with relational databases
  • Handling multiple data sources
  • Optimizing the performance of data retrieval

7. Advanced Data Preparation

  • Data transformation and cleansing procedures
  • Techniques for data wrangling
  • Management of calculated columns
  • Pivoting and unpivoting datasets
  • Merging and joining multiple data tables

8. Advanced Visualizations

  • Development of complex charts and dashboards
  • Map charts and geographic analysis
  • Implementation of scatter plots, box plots, and heat maps
  • Hierarchical visual representation
  • Interactive filtering and drill-down analysis
  • Best practices in visualization design

9. Advanced Analysis Using Expressions

  • Calculated values and custom expression writing
  • Application of OVER functions
  • Nested expression structures
  • Custom calculation logic
  • Creation of dynamic measures
  • Optimizing expression performance

10. Building Interactive Dashboards

  • Implementation of Property Controls
  • Configuration of input controls and parameters
  • Dynamic filtering mechanisms
  • Management of document properties
  • Enabling user-driven dashboard interactions

11. Integrating Statistical Engines

  • Introduction to data functions
  • Integration of R with Spotfire
  • Execution of R scripts
  • Utilization of TERR for statistical tasks
  • Automation of statistical workflows

12. Data Relationships and Predictive Analytics

  • Understanding inter-dataset relationships
  • Correlation and regression analysis
  • Concepts in predictive modeling
  • Construction of predictive workflows
  • Evaluation of model performance

13. Multivariate Data Analysis

  • Exploration of multidimensional datasets
  • Application of clustering techniques
  • Principal Component Analysis (PCA)
  • Identification of patterns
  • Detection of outliers

14. Performance Optimization and Troubleshooting

  • Enhancing dashboard performance
  • Optimization of data loading processes
  • Management of large-scale datasets
  • Resolution of common Spotfire issues
  • Best practices for analysis maintenance

15. Best Practices and Real-World Applications

  • Guidelines for dashboard design
  • Common implementation scenarios
  • Recommendations for governance and security
  • Case studies and practical examples

16. Summary and Hands-on Workshop

  • Review of core concepts
  • Comprehensive end-to-end practical exercise
  • Q&A session
  • Additional learning resources and next steps

Requirements

  • Prior familiarity with Spotfire is required.

Intended Audience

  • Business analysts

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