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Spotfire Ideas Portal
Status Implemented
Product Spotfire
Categories Data Access
Created by Guest
Created on Feb 6, 2016
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPF-I-332 Edit Data Transformations.

Ability to edit the source information directly from the client. Merged


*Goal:*
As a spotfire user, they would like to able to edit the source information which a Spotfire analysis directly. After you open an analysis file and go to Edit->Data Table Properties->Source Information. Must be able to edit this source information in his analysis directly to be able to make minor changes in some of the aggregations/changes he made originally

Example:
1. Select File > Add Data Tables...
Select source: Information Link
Source location: /RCV/MAP/Beehive/Information model/Layer
2 - Information Links/Details/Details by month (current month) (f89c6f26-877f-4057-9ad0-bc89fcf33bde)
-------------STEPS THE USER WANT TO CHANGE------------------
2. Select Insert > Rows from External Data...
Select source: Information Link
Source location: /RCV/MAP/Beehive/Information model/Layer
2 - Information Links/Calls/Calls by day (PRV, NXT) (050db14f-8e2f-4654-8ad6-aedc77b32f7d)
Match columns:
Country => Country
Department => Department
District => District
Geoteam => Geoteam
Region => Region
Subregion => Subregion
Territory name => Territory name
UEX => UEX
USR_FUNCTION => USR_FUNCTION
USR_ID => USR_ID
USR_TYPE => USR_TYPE
EMP_ID => EMP_ID
Employee Full Name => Employee Full Name
ACCT_CNTCT_ID => ACCT_CNTCT_ID
Veeva ContactID => Veeva ContactID
Contact full name => Contact full name
Contact speciality 1 => Contact speciality 1
Contact speciality 2 => Contact speciality 2
Contact speciality 3 => Contact speciality 3
Contact speciality 4 => Contact speciality 4
Contact speciality 5 => Contact speciality 5
Contact subtype => Contact subtype
Contact type => Contact type
VEEVA_USR_NAME => VEEVA_USR_NAME
Year => Year
Month => Month
CALL_DT_EOM => Call date
TERR_ID => TERRITORY_ID
Identify origin of new rows:
Created column: origin
Existing rows identifying value: details
New rows identifying value: calls
---------------------------------------------------------------------------------------------------
3. Edit > Column Properties
Select columns:
Account-Contact (2)
Press 'Delete'
4. Select Insert > Rows from External Data...
Select source: Information Link
Source location: /RCV/MAP/Beehive/Information model/Layer
2 - Information Links/Calls/Calls by day (PRV, NXT) (050db14f-8e2f-4654-8ad6-aedc77b32f7d)
Match columns:
Country => Country
Department => Department
District => District
Geoteam => Geoteam
Region => Region
Subregion => Subregion
Territory name => Territory name
UEX => UEX
USR_FUNCTION => Function
USR_ID => USR_ID
USR_TYPE => USR_TYPE
EMP_ID => EMP_ID
Employee Full Name => Employee Full Name
ACCT_CNTCT_ID => ACCT_CNTCT_ID
Veeva ContactID => Veeva ContactID
Account/Contact => Account-Contact
Contact full name => Account-Contact full name
BI specialty => BI specialty
Contact speciality 1 => Contact speciality 1
Contact speciality 2 => Contact speciality 2
Contact speciality 3 => Contact speciality 3
Contact subtype => Contact subtype
Contact type => Contact type
Health insurance contract => Health insurance contract
Account function => Account function
Meeting planning service (DocBox) => Meeting planning service (DocBox)
Customer portfolio value => Customer portfolio value
VEEVA_USR_NAME => VEEVA_USR_NAME
Year => Year
Month => Month
CALL_ID => CALL_ID
PRV_CALL_DT => PRV_CALL_DT
PRV_CALL_EMP_ID => PRV_CALL_EMP_ID
Previous Call Employee Full Name => Previous Call Employee Full Name
NXT_CALL_DT => NXT_CALL_DT
Next Call Employee Full Name => Next Call Employee Full Name
CALL_CNT => CALL_CNT
CALL_DETAILS_CNT => CALL_DETAILS_CNT
SMPL_DROP_CNT => SMPL_DROP_CNT
CALL_DT_EOM => Call date
Identify origin of new rows:
Updated column: origin
New rows identifying value: calls
5. Insert > Calculated column...
Name: opportunity/on-/off-target detail
Expression: case when [Target]="ON" then "on-target detail"
when UniqueConcatenate([Target]) OVER ([ACCT_CNTCT_ID])~="ON" then "opportunity detail" else "off-target detail" end


*Details:*
Have advised the customer that recreating the information link with the proper changes may be an option. While they agree they mentioned that they would have to recreate several analysis files and several information links. Close to 50 as they have several hundreds of information links.

Implemented in 7.9