I have some industrial data that i wish to present in a spotfire dashboard to a client. I want to make the dashboard so that it would update automatically and I have not been able to find a tutorial on Tibco's site or here for how to do this.
It would be great if someone could tell me how to make spotfire look in a particular place (server, desktop, wherever) for a new .csv file, open it and create a defined set of visualizations and then mail a pdf to the client.
I have been through the spotfire automation services manual but I can't find a specific guide to what I need it to do.
All help appreciated.
I went back and read thru the whole question again, including the other person's answer. In order to be able to do what you want to do, you need to have Spotfire Server and Spotfire Automation Services. Automation Services in a product that you have to purchase separately from Spotfire, although it is bundled with the Analyst client.
In your question you said -- It would be great if someone could tell me how to make spotfire look in a particular place (server, desktop, wherever) for a new .csv file, open it and create a defined set of visualizations and then mail a pdf to the client.
I made the assumption that you knew you needed Automation Services to do this. All of my answers have been based around the use of Automation Services. That's the only way to push an email to a user that I know of. After you setup the Automation Services job, you also have to use Active Batch to schedule the Automation Services job, which I noted as part of the original 3 step process.
I want to make the dashboard so that it would update automatically and
I have not been able to find a tutorial on Tibco's site or here for
how to do this.
What you want to do is schedule updates to your linked data. What this will do is re-query the data-source at the specified schedule (once a day, twice an hour, etc) that you specify and cache it on the web server.
Here is the documentation for that.
Schedule Updates
Scheduling updates using Spotfire Server (be sure to navigate down the sub items on the left)
Monitoring Schedule Updates
It would be great if someone could tell me how to make spotfire look
in a particular place (server, desktop, wherever) for a new .csv file,
open it and create a defined set of visualizations and then mail a pdf
to the client.
For this, you still want to use scheudle updates for the first part after you have linked your analysis to your csv file. Your file name will have to remain the same for spotfire to pick it up unless you customize this with some scripting. Once that is complete, you'll want to use Automation Services to complete your mailing a pdf.
Automation Services Tutorial
Automation Services User Manual
Generally speaking, this is a three step process.
1. In the desktop app, create a report (File -- Export -- to PDF -- prepared report. In this step you are creating the export and telling Spotfire specifically what to export. Where to find the report
2. In the desktop app, create the Automation Services Job (Tools -- Automation Services Job Builder). All jobs start with opening the file. Then you create the export. Then send the email. Sample active batch jobe
3. Now, you have to automate the task. This can be done with Windows Task Scheduler or Active Batch.
Those are the high-level steps. There is a lot of syntax and detail in each of the steps, but this should get you started. Please reply with more detailed questions on any one of the steps.
Related
Good day beautiful people,
Overall description
I have been assigned to a project where recruiters are using excel file to gather information about new joiners, leavers and people changing positions. Later on it is uploaded to SharePoint where this data is connected to some other files, dashboards and so on. There is also a copy of it, in InfoPath, but the program is working terribly wrong so personally for me this is no-go zone.
My goal
I would like to make this more automated and user friendly, so that's why I wanted to move it to the SharePoint. I want users to have one page, subpage, app to fill up necessary data, edit it if needed and then publish to the SharePoint.
Problem
I have visited tens of pages how to create SharePoint form without InfoPath, how to create SP form with PowerApps but most of these articles provides nothing useful. Just brief overview and I am not that power user of SP to get this done in no time.
Question
Is there a way, that I can make this working within accepted mater of time (few days) so the end result will be exactly what I need?
Make some lists in SharePoint with the columns they need, use that as your data source. Link your PowerApps application to that source, et voila. Recruitment can now fill their data in with what you need, and via Power Automate you can process the data and send it to the correct locations afterwards.
We've a real pain in our project where we ask a team of 50 resources to update a single excel sheet that's placed in a network location and when someone tries to update the data, it's locked by somebody else and they don't update it. So, they end up not updating the data.
I'm looking for an alternate solution like
creating a form in sharepoint/ jira - no sharepoint/ jira developer
getting data in mail - too tedious and lots of rework
creating a custom form and hosting it in local server - might work - any templates on this?
Or, any alternates? I'm out of ideas.
easiest thing would be to create a simple SharePoint-List. All Users can update their data at the same time and the Input-Form will be there automatically. (Can also be exported to Excel)
If you are on SharePoint-Online you could also have a look at Windows Form which provide more flexibility in creating the form.
And if you need even more capabilities you can have a look at PowerApps
Is it possible to automate the publish of dxp file to the server. What I want to achieve is build a command line tool, user navigates to the dxp file and runs a command (let's say publish), this should save the file to the library without opening spotfire client (something similar to running spotfire in Headless mode).
I got to know that Spotfire Automation Services can be of some help in this task, but I have never used the automation services and don't know how to install or find the automation services module. Any help or direction is highly appreciated. Thanks
Automation Services is a licensed framework from TIBCO that lets you automate several tasks including Open or Save analysis to library, replace or remap data sources, run alerts etc.
But if your sole requirement is to publish analysis to library then use the import-library-content on command line, or save it in a batch file and use IronPython to trigger that as using button from the DXP.
See API docs of import-library-content for usage.
you can check Google for Automation Services and see more details on its capabilities, but I'm pretty sure your use case is covered. Spotfire does not offer this feature out of the box (except maybe using the admin command tool, but that'd only be for admins).
your organization will need to buy a license for AS, since it's a separate product in the Spotfire suite. talk to your TIBCO rep or send me a PM.
Yes, you can use Automation Services for this. Automation Services needs to be licensed from TIBCO, but it provides a framework that will allow you to create job.xml files which specify a list of tasks for Automation Services to execute. You can then submit the job file to a web service when you want the tasks to be executed.
I'm hoping this is possible.
The organization I work for has a Sharepoint site and I am able to Upload Files to pages, however I am not an admin on our Sharepoint. I'm not sure what the version is, I think its older (ie: 2005).
I have some Excel Reports I've built. The data for these reports is pulled from a SQL Server Database which I have full control over. I have setup a Job in SQL Server to run every 12 minutes, this procedure pulls in some data and updates a few tables. These tables are used to feed my Excel Reports.
I have a separate Scheduled task set to open my excel report(s) refresh the data connections and save as a PDF.
I would like to link to these PDF Files via our Sharepoint so that the VIPs can access the reports as they want, but they always see the most up to date report.
I was trying to link to a Shortcut to the PDF Files but SharePoint doesn't seem to like that. How do I make the SharePoint link point to the PDF File that is saved over every 15 minutes?
Thanks in advance,
Any insight is greatly appreciated.
The way I do it (newish version of Sharepoint) is make the save location for the PDF the network location where Sharepoint keeps the files for that site. Usually you'll have access to those if you can edit the Sharepoint site.
Here is a tutorial to find that network location.
EDIT: It very well may be disabled by the admin at the moment. But it looks like the functionality is there.
Given the age of your SharePoint (either 03 or 07), most of the modern tools that you could use to do this don't exist for you (Excel reporting, BI tools, etc). The easiest solution I can think of is to actually modify the other side of the equation. A few options:
Change your report to output two copies of the same file. One entitled (as an example) currentreport.xls and the other report20150626.xls . Put the link to the currentreport.xls in SharePoint.
Build an ASP.net page that runs the SQL query you have built and pull the data through a view. Since this would be pulled on demand, it may be a few more cycles of your SQL code, but indexing, caching and selective data pull can prevent this from being an issue. Put the asp.net code in an iFrame in a SharePoint content editor web part.
Build your report using SSRS and host the output of that in SharePoint using an iFrame.
Run a scheduled job in SQL that copies your current report data to a table and query that table instead of your normal report table. That way you only have one Excel file that points to a specific table so no need to update links. You can always keep copying data to specific files if you need a historical record and can't use the DB to store this data for you (though the amount of space that it would take to do so would be minimal).
I have a business requirement to process files uploaded by regional businesses for import to another system. It's envisaged that users will use SharePoint 2007 (soon to be SharePoint 2013), the event will trigger an export to CSV and the process will then run against those files.
Is this possible in either SharePoint versions?
Would that be an app, or standalone service I would want to create and schedule?
Does anyone have a more elegant solution? Essentially the CSV export is feeding in to a program that allows a user to visually validate and press a button to push to the other system after tweaking.
With custom code, you could create an event receiver on the list where CSV file lives that will run some code whenever the CSV file is updated. Here's a starter:
http://elczara.wordpress.com/2011/02/16/sharepoint-2010-event-receiver/
Make it a farm solution (sandbox solutions can't write to the filesystem directly), and you'll probably want to look up RunWithElevatedPrivileges, since the user doing the uploading may not have permission to write to the file system.
Steve's suggestion of rethinking the end-to-end solution is a good one, although I'm not sure how you can trigger the other system to "do its business".
Yes, it is possible, both with the 2007 version and the 2013.
Depending on your deployment scenario, you can:
create a custom timer job that will execute your job.
Create a custom site Workflow, with a loop and a delay, that will do the job.
The 1st is easier to build and maintain, but has less perspectives if you need to apply custom process.
But if you can control the application that consumes the feed, why don't you consume SharePoint directly? From the 2010 version, you can very easily get data using the listdata.svc web service. With older versions, you can still get data using a simple web service.