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Vertica QuickStart for TIBCO Spotfire

Click here for a PDF version of this document. 

What is a QuickStart Application?

The Vertica QuickStarts are sample applications that show how complementary technologies can work together to deliver outstanding benefits to end users. Each QuickStart uses the Vertica Analytic Database with a different BI or ETL tool from a Vertica technology partner.  

The QuickStarts are available for download free of charge on the Big Data Marketplace in the QuickStart Examples category.

About this Document

This document explains how to deploy and use the Vertica QuickStart for business intelligence with TIBCO Spotfire. The document includes the setup information that you need to get up and running and it provides an overview of the Spotfire dashboards and the Vertica data sources.

Spotfire is data exploration software that enables users to discover insights into their data.

TIBCO Spotfire data visualization and analytics software can be used for data mining and visualization, to build analytics and customer applications, and to run statistical models.

Vertica QuickStart with TIBCO Spotfire Overview

The Vertica QuickStart for TIBCO Spotfire is a sample BI application implemented as a set of Spotfire dashboards powered by the Vertica Analytic Database. The dashboards present sample retail data for analysis. The QuickStart shows how retail companies could use Vertica and Spotfire to quickly explore, visualize, and gain insight into their data stored in Vertica. The QuickStart sample application is available as a .zip file that contains the DXP file for Spotfire.

For a quick introduction to the Vertica QuickStart with Spotfire, watch this short video:

Requirements

The deployment of this QuickStart was tested on TIBCO Spotfire Desktop 7.5 using Vertica 7.2.x with ADO.NET 7.2.x. For more information about TIBCO Spotfire, see the product site.

The Vertica QuickStart for TIBCO Spotfire requires a Vertica database server with a standard installation of the VMart example database, a Vertica client driver, and TIBCO Spotfire Desktop 7.5.  

Installation and Setup

To install the software that is required for running the QuickStart, follow these steps:

Install the Vertica Database Server

The Vertica database server runs on Linux platforms. If you do not have Vertica, you can download the Community Edition free of charge from the Big Data Marketplace or directly from the Vertica Community Portal.

To download and install from the Big Data Marketplace:

  1. Navigate to https://marketplace.saas.hpe.com/big-data.
  2. Sign in with your Marketplace credentials.
  3. Select Vertica Platform.
  4. Select Vertica Analytic Database Server.
  5. Click Get it!
  6. Under Register Now, provide your information to register for a Community Edition account.
  7. Click Signup.
  8. Follow the on-screen instructions to download and install the Vertica Community Edition.

To download and install directly from the Vertica Community portal:

  1. Navigate to https://my.vertica.com/.
  2. Under Register Now, provide your information to register for a Community Edition account.
  3. Click Signup.
  4. Follow the on-screen instructions to download and install the Vertica Community Edition.

Install the VMart Example Database

The Vertica QuickStart for TIBCO Spotfire assumes a default installation of the Vertica VMart example database. Follow the tutorial in the Vertica documentation for Installing and Connecting to the VMart Example Database to install VMart.

The VMart example database includes three schemas: Public, Online Sales, and Store. The schemas are interrelated and share many dimensions. For details, see Appendix: VMart Example Database Schema, Tables, and Scripts in the Vertica documentation.

Install Spotfire

If you do not already have TIBCO Spotfire, you can install it by following these steps:

  1. Sign up for a free 30-day trial from the Spotfire Cloud Website or from the Spotfire Desktop Website.
  2. After you log in, click your Name in the top right corner and navigate to the Downloads section to download Spotfire Analyst.
  3. Follow the installation instructions.

Download and Install the Vertica Client Driver

TIBCO Spotfire uses ADO.NET to connect to Vertica. Before you can connect to Vertica using Spotfire, you must download and install the Vertica client package. This client package includes the ADO.NET driver that Spotfire uses to connect to Vertica.

To download and install the Vertica client package:

  1. Go to the Vertica Client Drivers page on my.vertica.com.
  2. Download the Vertica client package that matches your operating system and the version of Vertica that you are using.
  3. Follow the steps for installing the Vertica client as described in the Vertica documentation.

Note Vertica drivers are forward compatible, so you can connect to the Vertica server using previous versions of the client. For more information, see Client Driver and Server Version Compatibility in the Vertica documentation.

Download the QuickStart

  1. Go to the Big Data Marketplace and log in with your Marketplace credentials.
  2. Select QuickStart Examples.
  3. Select Vertica QuickStart for TIBCO Spotfire.
  4. Click Download.
  5. Navigate to the folder where you downloaded the compressed file and extract the contents.

Deploy the QuickStart for TIBCO Spotfire Dashboards

The DXP file is the file extension for an analysis file. TIBCO Spotfire can open a DXP file directly from the download location. However, Hewlett Packard Enterprise recommends that you save the DXP file (VerticaQuickStartforTIBCOSpotfire.dxp) in the Spotfire project location, such as:

C:\Users\<user>\Documents\Spotfire.

Modify the Data Source Connection to the VMart Database

To connect to your specific Vertica VMart example database, follow these steps:

  1. Open TIBCO Spotfire Desktop by double-clicking the DXP file or by starting TIBCO Spotfire and opening the DXP file from the File menu. 
  2. The Data Connection Login window opens. Click Skip three times to open the QuickStart dashboard.

    DataConnectionLogin.png

  3. From the Edit menu, select Data Connection Properties. The Data Connection Properties window opens.
  4. Click Settings.
  5. In the Data Connection Settings window, select the Data Source.

    DataConnectionSettings.png

  6. Click Settings. The Data Source Settings window opens.
  7. Click Edit. Enter your Vertica Connection information, as shown in the following graphic:

    VerticaConnection.png

  8. If your database has Native Connection Load Balancing configured, check the Use connection load balancing box. If it is not enabled or if you are unsure, make sure the box is not checked. To verify that your Vertica cluster is set for load balancing, see this video.
  9. Click Connect.
  10. In the Data Source Settings window, click OK.
  11. In the Data Connection Settings window, click OK.
  12. In the Data Connection Properties window, you should see data being fetched in the dashboard. Click OK.
  13. The Executive Dashboard appears.


QuickStart Example Dashboards

The QuickStart dashboards present sample business and operational data from the VMart example database that a large retail chain might track over time. The chain operates brick-and-mortar stores and an online marketplace. It sells a wide variety of products that it purchases from different vendors. This section shows some of the example dashboards.

Note The data in your dashboards will not match the data in the screenshots in this document. This is because the VMart data generator generates data randomly.


Executive Dashboard

The Executive Dashboard presents a high-level view of business data. You can use this dashboard to analyze the overall functioning of the business over time.


In this instance, you can see a summary of sales purchases in 2006 and 2007. You can filter selections using the filter on the left of the dashboard.

ExecutiveDashboard.png


Online Sales Dashboard

The Online Sales Dashboard presents an overview of the online business. You can use this dashboard to analyze the performance of the chain’s online sales over time.


In this dashboard, you can see that 2007 had higher sales over time than 2006 throughout the year. You can also see that online sales are clustered in the United States, from the world map view.

OnlineSalesDashboard.png 


Store Sales Dashboard

The Store Sales Dashboard presents an overview of the traditional business conducted in the brick-and-mortar stores owned by this retail chain.


In this dashboard, you can see that store sales in the United States are clustered on the east coast, with large revenue also coming in from California and Texas. You can also see that 2007 showed drastic differences in store sales, depending on the month. March and December were high revenue months, while June and November showed significant drops in revenue.

StoreSalesDashboard.png 


Customer Overview Dashboard

The Customer Overview Dashboard presents a look at customer data. In this dashboard, you can look at information about customers in specific regions, as well as look at the types of promotions that encourage customers to buy from this retail chain.

CustomerDashboard.png


Call Center/Employee Overview Dashboard

The Call Center/Employee Overview Dashboard presents a look at both employee regional data as well as information about the different call centers.


In this dashboard, you can look at information about the top call centers in both online and store sales. You can also view information about which regions perform better in online and store sales.

CallCenterDashboard.png 


For More Information

For More Information About… See…

TIBCO Spotfire

http://spotfire.tibco.com/learn/spotfire-desktop-quickstart

QuickStart Video

 https://www.youtube.com/watch?v=a-MeW-sHZVg&feature=youtu.be 

Vertica Community Edition

https://my.vertica.com/community/

Vertica 7.2

http://my.vertica.com/docs/latest/HTML/index.htm

Big Data and Analytics Community

https://my.vertica.com/big-data-analytics-community-content/

Contact Us

The Vertica QuickStart for TIBCO Spotfire is intended as an example of complementary technologies: Spotfire with Vertica Analytic Database. As such, it is freely available for demonstration and educational purposes to anyone wishing to explore these technologies. The QuickStart is not a product, and is not governed by any license or support agreement.


We welcome your feedback. If you have questions, comments, or suggestions, please contact us by clicking Contact Us on the Big Data Marketplace download page for the QuickStart.

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