An intermediate Spotfire user saving our organization $$ and optimizing business processes.
October 19, 2019

An intermediate Spotfire user saving our organization $$ and optimizing business processes.

Bernardo J Garcia Jr, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Spotfire Platform

Overall Satisfaction with Spotfire

I recently used Spotfire to build a joint interest payout template to help me gauge on which properties had reached paid out the status and required to bring carried interest owners back in the deck. The company was using an antiquated system to prepare payout statements but many of the statements had errors or bad data, and there was no transparency to calculate penalty uplift charges.
  • Report Automation
  • Enforce data integrity.
  • Visual interpretation of data.
  • Guidance on what functions exist in Spotfire desktop version versus Spotfire Cloud version.
  • Create Spotfire desktop version for Mac operating system that is comparable to Windows operation desktop version.
  • Using Spotfire to manage our reporting from our audit database kept our team from unnecessarily spending additional funds to overhaul our database with a new third-party application. Spotfire allowed our team to be optimal without investing.
My organization has info links that integrate into our enterprise system (SAP). There are other integration points, but we're not aware of any at this time.
Spotfire has intuitive coding formulae that seem easy to implement and very similar to excel formulae commands. Adding a table and creating visitations/tables is very easy and also intuitive.
Spotfire is well-suited for combining tables to create metric cross tables. Spotfire does not seem well suited for creating templates that combine cumulative balances from different columns.

Spotfire Feature Ratings

Customizable dashboards
10
Report Formatting Templates
10
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Delivery Scheduling
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Responsive Design for Web Access
10
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
REST API
Not Rated
Javascript API
Not Rated
iFrames
Not Rated
Java API
Not Rated
Themeable User Interface (UI)
Not Rated
Customizable Platform (Open Source)
Not Rated

Spotfire Training

  • In-Person Training
  • No Training
I primarily used the Spotfire website and the Spotfire YouTube channel.