Spotfire Dashboard Design and Analysis

Spotfire Dashboard Design and Analysis

Learn to build practical Spotfire dashboards for real business reporting and analysis.

This two-day course gives learners a clean, practical path into Spotfire, from setup and data connection through dashboard building, interactive analysis, and publishing. It is aimed at people who want hands-on, job-relevant skills rather than theory.

The course is delivered by an instructor with over 15 years of industry experience, using real industry-demanded content instead of an academic approach.

Learning outcomes

By the end of the course, participants will be able to:

• Navigate the Spotfire interface confidently
• Connect Spotfire to data sources
• Build dashboards using core visualizations
• Create map-based and KPI-driven views
• Apply filtering, marking, and details analysis
• Add calculated columns and use key analyst features
• Work with Data Canvas basics
• Export and publish dashboards

Prerequisites

• No prior Spotfire experience required
• Basic familiarity with working with data in Excel or similar tools is helpful
• A Spotfire installation or trial environment for hands-on practice

Course outline

1. Spotfire fundamentals
   1. Spotfire overview
   2. Setting up the environment
   3. Understanding the interface
   4. Connecting to a data source
2. Building dashboards
   1. Creating the first dashboard
   2. Working with geographical sales analysis
   3. Creating a map chart
   4. Creating a KPI chart
   5. Creating a treemap
   6. Creating a combination chart
3. Additional visualizations
   1. Waterfall chart
   2. Scatter plot
   3. Heat map
   4. Choosing the right visualization
   5. Visualization best practices
4. Dashboard formatting and usability
   1. Working with text
   2. Filtering
   3. Page navigation options
   4. Hiding pages
   5. Visualization styling options
5. Interactive analysis
   1. Marking and details visualizations
   2. Advanced marking techniques
   3. Details on Demand
   4. Working with multiple views during analysis
6. Must-know analyst features
   1. Calculated columns
   2. Tables
   3. Cross tables
   4. Annotations
   5. Conversations
   6. Bookmarks
   7. Find tool
   8. Trellis
7. Data management
   1. Introduction to Data Canvas
   2. Data storing options
   3. Reloading data
8. Sharing results
   1. Exporting dashboard outputs
   2. Publishing dashboards