creating effective visualisations using graph builder

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JMP Discovery Summit Developer Tutorial Creating Effective Visualisations Using Graph Builder Xan Gregg JMP Research and Development Director SAS [email protected] @xangregg Dan Schikore JMP Principal Systems Developer SAS [email protected]

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Page 1: Creating Effective Visualisations Using Graph Builder

JMP Discovery Summit Developer Tutorial

Creating Effective Visualisations Using

Graph Builder

Xan Gregg JMP Research and Development Director

SAS [email protected]

@xangregg

Dan Schikore JMP Principal Systems Developer

SAS [email protected]

Page 2: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

2

Notes

Page 3: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

3

Course Agenda

Introduction

Graph Builder Basics

Graph Builder Walk-throughs

Exercises

Graph Builder Walk-throughs

Exercises

Application Builder Instruction

Exercises

Page 4: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

4

Graph Builder Galleries

Continuous X and Y With overlay, color and size variables

Categorical X With 1 or 2 continuous variables and an overlay variable

Bars and Lines Common styles for the Bar and Line elements

Multiples Using grouping, paging or multiple frames

Special Purpose Map, treemap, pie, mosaic and formula elements

Composed Graphs 1

Custom interval bars Custom interval area

Marginal plots Connected scatterplot curve

Stacked areas Slope chart

Composed Graphs 2

Bar and area Stepped stacked areas

Likert scale bars Waterfall chart

Broken time axis Broken Y axis

Composed Graphs 3

Flow diagram Custom reference lines

Smoother and reference ranges Smoother and dots

Custom map Multi-variable bullet

Composed Graphs 4

Periodic table squares Bars with color

Labeled areas One-dimensional heat map

Ordered bars with color Custom reference lines

Composed Graphs 5

Funnel plot

Color square time line

Bullet and grouping

Page 5: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

5

Introduction to JMP© 12 Application Builder

Introduction

This tutorial will lead you through a series of exercises demonstrating some of the features of Application

Builder in JMP 12. It is assumed that you have a beginner to intermediate level of experience building

graphs using one or more JMP platforms. In this tutorial you will learn how to combine two or more

platform reports into a window, save and deploy an application for use on the same or a different data

table, add data filters, and parameterize an application.

The accompanying file AppBuilderTutorial.jmpapp will help to guide you through the exercises within JMP.

Open this file with JMP 12 and use the arrows at the top of the page to navigate through the major steps.

This document will provide additional detail on the steps to be performed.

Combine Windows

JMP contains a large number of statistical and graphing platforms specialized for a particular task. It is not

uncommon for multiple platforms to be used in a coordinated way to answer a set of questions. Once you

have created several reports that work well together, it may be helpful to be able to reproduce the same set

of reports on the same table or on a new table. Combining the reports into a single window can reinforce

the relationship between the reports.

In the accompanying live JMP tutorial, click the button Launch Reports to create two graphs.

To combine multiple reports into a window, start by positioning the reports on the screen in roughly the

layout that you would like to see in the combined report. To combine the windows:

On Microsoft Windows (see Figure 1)

1. Select the reports using the toggle button at the lower-right corner

2. From the drop-down menu, select Combine selected windows

On Macintosh:

1. Select Combine Windows… from the main Windows menu

2. Select the windows and click Ok

Figure 1: Combining multiple windows

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Creating Effective Visualisations Using Graph Builder

6

A new window will be created as shown in Figure 2. Note that the windows will be arranged depending on

how they appeared on the screen. They could be reversed, or even arranged vertically, depending on how

you positioned the windows.

Note that the reports are still fully interactive – performing a selection in one graph will highlight the linked

rows in the other. Each graph also has a red-triangle menu to continue working with the Graph Builder

platform.

Figure 2: Combined Windows

Saving an application

When you have a combination of graphs that you would like to save to use again, there are several options.

Note that in addition to the platform red-triangle menus, there is an additional red-triangle menu for the

combined report. Much like an individual platform, this menu provides several options for saving the

combined window for future use.

Figure 3: Saving an application

Page 7: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

7

Save Script to Data Table

Saving the script to the Data Table is analogous to the same command on an individual platform.

The Application will appear in the list of scripts for the data table, and will reproduce the combined

window for that specific Data Table.

Save Script to Add-In

Add-Ins are a mechanism for adding menus to the JMP interface and associating scripts with these

menus. This option is most useful if you want to produce the same combined report for a different

data table with the same columns. Add-Ins can also be shared with others who have a need to

perform the same analysis. When an application is run from the Add-In menu, the reports will be

based on the current data table.

Application Builder

To this point, we have been using the Application Builder infrastructure, but not Application Builder itself.

Combining windows is a quick way to produce a report. In Application Builder you can produce the same

report from scratch, or make additional changes to a report created with Combine Windows.

In your combined report, select the Edit Application option from the red-triangle menu.

Figure 4: Editing a combined windows application

Application Builder is a tabbed, drag-and-drop environment for building applications. The builder interface,

shown in Figure 5, has four main areas:

1. Source Panel

The source panel contains the display objects that can appear in an application window. This

includes reports, data tables, data filters, and a variety of display boxes for layout as well as new

content.

2. Workspace

The workspace in the center is where the window layout occurs. This is a tabbed workspace, with

one tab for each window in the resulting application. There is also a tab for JSL scripts, which can

optionally be used to enhance an application or create a fully custom application. In this

introduction we will work with single-window applications that do not require scripting.

3. Object tree

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Creating Effective Visualisations Using Graph Builder

8

The object tree at the upper-right contains a hierarchical view of the application, including any data

tables, modules (windows), and display boxes. The main purpose of the object tree is to provide an

alternate way to select object to operate on, rather than clicking in the workspace area.

4. Property Panel

The property panel displays editable properties for the current selected objects. Use this area to

both view the current settings and also to make changes.

Figure 5: Application Builder layout

As an example, select the Application object from the Object tree as shown in Figure 6. Edit the Name in the

Property Panel to choose a name for the Application. This name will help you to distinguish between

multiple applications. The name is used when saving the application to the Data Table, to an Add-In, and

also to a file, which we will see next.

From the red-triangle menu for Application Builder, choose Run Application to test the Application after

making changes.

Page 9: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

9

Figure 6: Editing the name of the Application

Saving Application Files

Saving a combined window to the Data Table and Add-In are examples of deploying the application for use.

In some cases your application may have a life of its own, going through multiple revisions to add new

features, rearrange the report, or make other changes. There are two document types in JMP to support

applications:

1. .jmpappsource

A file with .jmpappsource extension is the native format produced by File > Save in the Application

Builder. Opening a file with this extension will return you to the Application Builder interface where

you can continue making changes to your application. If you are producing applications for others,

this may be a file that you maintain but do not distribute.

2. .jmpapp

A file with .jmpapp extensions is produced by File > Save As on Windows or File > Export on Mac.

The content of this file is identical to the .jmpappsource, but in this case the application will run

when the file is opened. This is an alternative to distributing an Add-In if you prefer not to add the

application to the JMP menus.

Page 10: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

10

Shared Local Data Filter

Most platforms within JMP support a Local Data Filter feature for selectively filtering one report without

affecting other reports. Within JMP Application Builder, you can add a Local Data Filter that will be shared

between multiple reports in a windows:

1. Select the top-level Outline Box and click on the Data Filter Context Box in the toolbar. Everything

within this box shares the same filter state

2. Drag the Local Data Filter from the Source Panel into the workspace. Highlights are shown as you

are dragging so that you can see where it will be dropped. It does not matter where the filter is

placed relative to the reports, as long as it is placed within the Data Filter Context Box.

After adding the Data Filter Context Box and the Local Data Filter, choose Run Application from the red-

triangle menu to test the Application with the filter.

Page 11: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

11

Figure 7: Combined window with Shared Local Data Filter

Selection Filters

The built-in Data Filter interface provides multiple ways of selecting the data of interest for categorical and

continuous data. When exploring data in JMP, we often use graphs to inform decisions on what to look at

next. In Application Builder, a Shared Local Data Filter can be replace by a JMP graph to create a Selection

Filter.

Continuing with our previous example, which already contains a Data Filter Context Box, remove the Local

Data Filter. You can select the object and right-click to Delete, or press the Delete key, or simply drag the

filter out of the workspace to delete it. In the accompanying slides, press the Launch Filter Report button to

create another Graph Builder report. To use the graph as a Selection Filter, there are two steps:

1. Drag the new report into the Workspace. Just as with the Local Data Filter, the position does not

matter, as long as the report is inside the Data Filter Context Box.

2. With the new report selected, click on Data Filter Source Box in the toolbar. This box identifies the

new report as the box that we want to use as a Data Filter.

Page 12: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

12

Figure 8: Adding a graph as a Selection Filter

When you run this Application, selections performed in the first report will filter the results in the other

reports. Any JMP report that supports selection can be used as a selection filter, and the selection modes

(Ctrl-selection, drag-selection, etc) are the same as in the stand-alone platform.

Figure 9: The Selection Filter in a running Application

Page 13: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

13

Parameterizing Applications

Most JMP platforms begin by asking which columns you would like to analyze or graph. When you save a

script to a table or script window, these choices are fixed unless you write some additional JSL. The same

has been true with the JMP Applications that we have created so far, but Parameterization does allow you

to create an Application that has more flexibility.

The first step in parameterization is to select which platforms, and which roles you want to parameterize.

As shown in Figure 10, when a Report is selected (either in the Workspace or in the Object Tree), the roles

are displayed in the Property Panel. If the role value is left blank, then App Builder will launch the platform

with the original set of columns. You can choose to set a parameter value using a JSL variable name to

indicate that you would like to vary this parameter when the application is run. There are more advanced

uses for the JSL variable name, but for our purposes here, we will simply use three unique name for the

roles in Report 2.

Figure 10: Parameterizing roles for a platform

Setting the parameter variables is sufficient to create a parameterized application. Having chosen one or

more roles to parameterize, JMP will prompt to select the columns to be used when the application is run.

Optionally, you can customize the labels that will be displayed in the launch dialog, as shown in Figure 11.

Customizing labels will give you an opportunity to give a look and feel that is specific to the particular task of

your application, rather than using general terms such as X, Y, and Color.

Page 14: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

14

Figure 11: Customizing labels in a parameterized application

Other capabilities

This tutorial has provided an introduction to the JMP Application Builder and demonstrated several features

that help you to create reusable JMP Applications for specialized tasks. There are more features that we

have not had time to cover, including:

1. Multiple data tables

Application Builder supports multiple data tables and graphs/reports from multiple tables within a

single application.

2. Multiple windows

All of our examples have organized reports into a single window. Using the tabbed interface in the

App Builder workspace, it is possible to create Applications that organize reports into multiple

windows.

3. Hierarchical filters

In our examples of the Local Data Filter and the Selection Filter, we always had a single filter. It is

also possible to create layouts that support hierarchical filtering. For example, given worldwide

Page 15: Creating Effective Visualisations Using Graph Builder

Creating Effective Visualisations Using Graph Builder

15

government budgets, you might filter by Country and then by Department.

4. JSL Scripting

All of the examples in this tutorial demonstrate features that can be used without writing JSL scripts.

JMP Applications also supported embedded scripts that work along with the built-in functions to

provide additional interactions.

Page 16: Creating Effective Visualisations Using Graph Builder
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