Spotfire: editing the headers of a cross table - spotfire

I've built a cross table in Spotfire with some data which is aggregated in various ways (e.g. "sum", "first", etc.).
The default headers are really ugly (e.g. "SUM(revenue)") and I would like to change them to something a bit more relatable. For example, instead of SUM(revenue), I would like to have "Total Revenue".

Just edit the properties of the Cross Table (right click, properties), then type a new name into the Display Name box that I helpfully outlined with a freehand red circle! You get to that screen by clicking the little black triangle beside the column name:

For the example you gave in your question, just add the bolded portion below in the Custom Expression editor:
Sum(Revenue) AS [Total Revenue]
With several columns, it would be:
Sum(Revenue) AS [Total Revenue], Sum(Expense) AS [Total Expense]
...and so on. You can also include special characters in your title as long as you're using the brackets

OK, I think I found a way...apparently you can't change the columns that are already there but you can delete everything and set the names when you are setting up the columns.
Full details here:
http://docs.spotfire.cloud.tibco.com/spotfire/GUID-796A4E7B-6669-4F39-8746-5B73F44F342B.html
If anyone knows how to edit the titles instead of having to re-do the table every time, it would be great!

Related

Custom format with custom Multiples Excel

I recently wanted to create an excel table to note all my electric components that I have so I can easily find the right component without searching every time for it.
The problem is, especially with capacitors, they come with a wide range of values generally for me between 220uF and 10pF, and I want to create a custom format to display the values properly in excel, for example if I put in a cell 0.00022 it shows 220uF or maybe 0.22mF (but 220uF is better) and not 2.2E-04 or any other format.
I tried the custom tool but I don't know how to add the micros, nanos and picos.
You can add conditions to the formatting, like:
[<0.00001] 0.00%%% "pF";[<0.001] 0.00% "uF";#
This will show 2.20%% uF in the cell (so you can multiply by using the percent sign, more details here).
Drawback: the percent signs are shown, and the Ctrl+J trick described on the link does not really work for me (and I personally find it as an ugly solution).
If I were you I'd add a new column called "Formatted" where I multiply the values with formulas. Like
=IF(A1<0.00001,A1*1000000 & "pF",IF(A1<0.001,A1*10000 & "uF"))
It's easier then to search in both columns (one is by formatted, like all "uF", other is by real Farad value. Also you could use the original column for sorting.

Column to rows and highlight difference between values in the same group

I have a huge table with data structured like this:
And I would like to display them in Spotfire Analyst 7.11 as follows:
Basically I need to display the columns that contain "ANTE" below the others in order to make a comparison. Values that have variations for the same ID must be highlighted.
I also have the fields "START_DATE_ANTE" and "END_DATE_ANTE" which have been omitted in the example image.
Amusingly, if you were limited to just what the title asks, this would be a very simple answer.
If you wanted this in a table where the rows are displayed as usual, and the cells are highlighted, you can do this by going to properties, adding a newGrouping where you select VAL_1 and VAL_1_ANTE and add a Rule, Rule type "Boolean expression", where the value is:
[VAL_1] - [VAL_1_ANTE] <> 0
This will highlight the affected cells, which you can place next to each other. You can even throw in a calculated column showing the difference between the two columns, and slap it on right next to it. This gives you the further option to filter down to only showing rows with discrepancies, or sorting by these values.
However, if you actually need it to display the POSTs on different lines from the ANTEs, as formatted above, things get a little tricky.
My personal preference would be to pivot (split/union/etc) the data before pulling it in to Spotfire, with an indicator flag on "is this different", yes/no. However, I know a lot of Spotfire users either aren't using a database or don't have leeway to perform the SQL themselves.
In fact, if you try to do it in Spotfire using custom expressions alone, it becomes so tricky, I'm not sure how to answer it right off. I'm inclined to think you should be able to do it in a cross table, using Subsets, but I haven't figured out a way to identify which subset you're in while inside the custom expressions.
Other options include generating a table using IronPython, if you're up to that.

Update Excel ListObject header names without breaking pivots

I have an Excel sheet with a very wide table on it. Due to developer friendlyness I'd like to use a certain style of column header naming (much like proper Hungarian notation), where I suffix each header name with "column type" tags. This allows me to easily spot where e.g. apples and oranges are compared. There are also pivot table reports based on this table.
An example to illustrate this: say you have 2 monetary columns, column A being expressed in another currency than column B. The model should thus never combine them without first applying appropriate exchange rates. To spot this I name these columns e.g. Earned - Cur1 and Saved - Cur2. Any calculation like =[#[Earned - Cur1]] + [#[Saved - Cur2]] is illegal, but due to the tags this can be picked up easily in an audit. I have several such tag groups in use already, and they already prevented some errors creeping in.
However...
The file also needs to be distributed to lots of not-so-savvy end users, and they need to fill in this table and refer to some of the outcome columns. Most intermediate columns we already hide, but the column names are now far from being user-friendly (like: fill out Actual - NK/Q1/EC/%, please?).
And this needs to run in Excel 2010.
What are my options?
Option 1
Add an extra row above the table, putting human readable names in there, and just hide the table header row. This works, but not the users can't sort and filter the table anymore, so that's a no-go.
Option 2
Augment option 1 by prepending a newline to each column name, and make the table header row 1 character high. The header cells would still be there to drive sorting and filtering and the users have human readable names in the row above. The actual header cells would appear like 'empty' buttons. Could work, but then the complex formulas become unreadable due to all the newlines from the column names all over the place.
Option 3
Add a macro that switches the headers in the table by alternative headers in another row above the table. The macro should be ran just before sending out the file to the users, and ran again when they return them filled in and all. I happily coded this option into the file, and it works wonderfully! But then I realized this (and thus option 2 as well) breaks all the derived pivot tables, since Excel links the data by the names used in the table - update the name, and that section of the pivot will be dropped...
I'd really like the option of having our development-oriented column names in there when we ourselves work with the file, but being able to switch out the headers when needed. And of course without rebuilding all the pivots after each such switch.
An opening here would be that pivots seem to only drop the columns once they're refreshed. I could use this to update the header names, then do some magic on the pivots to remap their fields, and only then refresh them, but it seems there's no way from within VBA to accomplish that (PivotField.SourceName is read only).
Hopefully someone can think of an alternative, or am I SOL? I'm totally open to other workarounds.
Workaround 1
Insert null-terminating characters in the header names such that they do not show normally in the formulas, but do not show in the table header row. If only it were that simple though... Turns out Excel throws up from a =Char(0)&"abc", and things like =Char(8)&"abc" (tab anyone?) give Unicode replacement characters when pasted into a header cell... (?)
Workaround 2
A last resort seems to be to unzip the excel file, and plough through the xml data to update everything in one go there, then rezip the file. But this code also needs to be executed by less skilled users, and I see too many ifs and buts to make me feel safe using this setup.
Workaround 3
For now I just use a variation on option 2; I have some VBA that 'empties' the header cells instead of prepending a newline to them. By 'emptying' I mean setting the font size to 1, subscript, non-bold, and then make the font color identical to the background color, followed by setting it's row height to the default 14.5. The cryptic names do leak out however; column header cell drop down arrows for sorting&filtering show the cryptic name, as well as the pivot field settings and of course the formula bar when you just click such a cell. But I guess it's the best I can do?
And then again I'm probably just perfectionizing this thing faaar to much :) But from this point on it's about the challenge!
Make sure you Tick the Box "Add this data to the DataModel" when creating your pivot(s)
AFAIK when your Pivots are connected to the Datamodel instead of directly to the Range/Table you can change your column-names in the Table and your Pivot will stay fine. You could even use other names in your Pivot.

Spotfire: How to use trellis to show 4 elements: 3 years + set of records older than 3 years?

Lets say I have the data about some kind of requests.
I have column determining request's creation date.
I wish to show the requestes Trellis'ed by this date but not the standard way.
I wish all the requests with creation date older than 2013-01-01 to be grouppped in one trellis graph.
I also would like to retain the possibility to have information on both year and quarter level as it is available for typical date column.
The image below show sth similar to what I need but the Empty section comes as the last one and I need it with different label and on the left hand side rather than as it is now on the right hand side.
Any ideas ?
my suggestion is to make two visualizations. you can duplicate the one you've already created and then limit its data by editing the properties for that vis, viewing the Data page, and using the Limit data using expression field, giving an expression like [Date Column] < "2013-01-01". you'd do the same on the second vis except use an expression like [Date Column] >= "2013-01-01".
the easiest way to change (Empty) to "something" is to not leave it empty :) you can create a calculated column with the expression If([Column] is null, "Custom Empty", [Column]) and then use that on the horizontal axis. alternatively you can hide (Empty) values from a visualization by limiting the visualization by an expression like [Column] is not null.
you can adjust the order which values are shown by going to the Edit menu and choosing Column Properties. choose the column, click the Sort Order tab, select Custom Sort Order, and click Configure.

iReport: How can i display this layout?

Let say I used this query Select customerName From tbCustomer.
How can I display the result in this layout:
CUSTOMER : customerA, customerB, customerC
NOT
CUSTOMER
-customerA
-customerB
-customerC
Normally this is done using columns and horizontal filling. That's the simplest solution. It should be easy for you to figure out how to do this if you know to define how many columns are in the report and set the "Print order" to Horizontal.
That would not have the commas that you show in your example, but it would be quite similar.
If you really want exactly what you have shown, then you could create a variable that appends each customer name to it as it iterates. In your simple example you would display this value in the Summary band (or Title or other band... but not the detail band).

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