JMP Live Help
Create visualizations with your data in JMP and share your analyses or data as posts in JMP Live. Anyone viewing these posts can use the interactive features of JMP to explore your data.
Find out more about JMP Live topics.
Publish JMP Content
Create your reports in JMP and publish them as posts in a JMP Live space. You can also publish data tables directly to JMP Live.
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(JMP Live only, one time setup) Add a server connection from JMP to JMP Live. Select File > Publish > Manage Connections to get started.
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Create your report in JMP, or open a data table.
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Select File > Publish and choose an option to get started.
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For details, see “Publish Reports to JMP Live” in the JMP Online Help.
Space and folder access determine how people can interact with your content.
About JMP Live
In JMP Live, all content is contained in a space.
You can open content from any of these locations:
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Home contains all reports in spaces and folders that you have permission to access. You can narrow your focus to posts that you have recently viewed or bookmarked, posts that contain control chart warnings (if any), and posts that have recently been updated.
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Spaces contains the spaces that you are a member of.
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Figure 1.1 Report Summary in a Space and Folder (Grid Format)
Note: You can show report summaries as a grid or a list. See Change the Summary Format.
On the report summary, you see the title, when the report was last updated, the space the report is in, the user who published the report, how many views or comments the report has, and more.
Click a report summary to open it.
JMP Live Spaces
In JMP Live, all posts and folders are contained in a space.
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When you first log on to JMP Live, you might have several spaces, including a personal space (if enabled by JMP Live administrators) that you can publish to.
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Tip: To quickly access your personal space, click your user icon > My personal space. If you do not have a personal space, you might be able to create one from your account settings if this option is enabled by JMP Live administrators.
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The posts and folders that you see depend on which spaces you have permission to access, either individually or indirectly through a group membership (which is controlled by JMP Live administrators).
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A JMP Live administrator or JMP Live user with administrative permission on all the spaces in JMP Live creates the spaces.
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The permissions that you have in the space or folder control what you can do in the space or folder. See Types of Space Permissions.
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A JMP Live administrator or JMP Live user with administrative permission to a space controls the space permissions. See Update Users or Permissions.
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Find out what you can do in JMP Live spaces.
Create or Delete a Space
If you have administrative permission on all spaces in JMP Live, you see an Admin page where you can create or delete spaces.
Create a Space
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Click Admin > Spaces
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Click
 to create a space. Give the space a name, a unique space key, and an (optional) description. See About Space Keys. |
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Click Save.
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At the bottom, you can add users and groups to the space.
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About Space Keys
Space keys have the following characteristics:
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are unique identifiers for a space
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appear in the URL of the space
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can contain only letters and numbers
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can be used to identify the space to publish to when using JSL
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When editing a space key, remember that URLs and JSL scripting use space keys, so any update might cause issues in scripts and with stored links.
Delete a Space
Deleting a space permanently deletes all reports and data within the space.
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Click Admin > Spaces
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Click Delete Space.
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Update Users or Permissions
In spaces where you have administrative access, you can update users or their permissions to access content.
Access permissions, add, or delete users
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Click Spaces and then click a space on the Space Directory page.
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The Posts 
page opens.
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Click the space name or a folder in a space.
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Permissions on folders are inherited from the parent item (folder or space) unless you set custom permissions. See Set Custom Permissions on a Folder.
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Click the Permissions tab.
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Tip: If you do not see Permissions, you do not have administrative access to the space or folder. To request administrative access, contact an administrator listed on the About page for the space.
page for the space.|
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(Optional) To add users or groups to a space, enter the new group or user and click Add.
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(Optional) To change permissions, select or deselect permissions. Or click Select All or Deselect All.
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Note: View permission is a minimum requirement for any user or group and is not removable.
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(Optional) To remove a user or group from a space, click Remove
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Note: Removing a user or group removes their permission to the space and its folders. However, if a user or group is part of another group that has permission to access folders in the space, they retain that permission.
Types of Space Permissions
View
User can view posts in the space or folder.
Download
User can download data tables and scripts or can download report posts or entire folders as JMP Projects in the space. User can also download information about control chart warnings in reports.
Contribute
User can publish new posts and edit, replace, or delete posts in the space or folder. User can also create folders.
Data Admin
User can manage data tables (update, upload, refresh, assign credentials, create an import script, or set a refresh schedule) in the space or folder.
Data Import
User can upload data that is not in a JMP format to JMP Live. During the upload process, the data is converted into a JMP data table.
Tip: Before a user can import data, a Data Admin must set the update method and create a script. See Create an Import Script.
Space Admin
User has administrative permission to the space. User can manage members or groups in the space by adding or removing them or changing their permissions. User can also view activity in the space.
Folder Admin
User can add or remove members or groups and change their permissions in the folder.
See Users or Manage Groups
If you have administrative permission on all spaces in JMP Live, you see an Admin page where you can see users and manage groups.
To see all JMP Live users, click Admin > Users 
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.To see and manage all JMP Live groups, click Admin > Groups 
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.Click a group on the left side to see details for that group. You can search for a group by entering a group name or part of a group description in the Find group box.
For each group, you see the group name, description, and the group members. You can do any of these actions to a group:
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edit the group name or description (not applicable for Active Directory groups)
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enable or disable notifications for control chart warnings
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delete the group
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find members
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add or remove members (not applicable for Active Directory groups)
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Create a New Group
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Click Admin > Groups
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Click
to create a new group. |
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Enter the group name.
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(Optional) Do any of the following actions:
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Enter a description.
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Choose whether to send notifications for control chart warnings.
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Add users to the group.
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Add groups to the group.
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Click Create.
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Open Content in a Space
You can open folders, report posts, or data posts in spaces where you have View permission.
In a space, click Posts , and then:
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Click a folder to open it.
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Click the Reports tab to see all report posts in the folder or space. Click a report post to open it.
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Click the Files tab to see all data posts, report posts, and any subfolders in the folder or space. Click a data or report post or folder to open it.
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For more details, see Open a Post.
Add Folders to a Space
You can add any number and level of folders to spaces where you have Contribute permission.
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In a space, click Posts
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At the upper right, click
 to create a folder. |
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Add a title.
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(Optional) Add a description.
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Click Create.
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Folder permissions are inherited from the space unless you set custom permissions on the folder. See Set Custom Permissions on a Folder.
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Folders in spaces are sorted alphabetically ascending by title.
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Update a Folder’s Details
You can update the title, description, or image thumbnail for folders where you have Contribute permission.
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In a space, click Posts
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Click a folder.
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At the upper right, click
 to see folder details. |
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To change the title or description:
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Click
 to edit the folder details. |
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Enter your text.
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Click Save.
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To change the image thumbnail:
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Hover over the thumbnail and click Change Thumbnail.
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Select an image on your computer and click Open.
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Move a Folder
You can move any folder for which you have Contribute permission. You can move folders within spaces, but not between spaces.
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In a space, click Posts
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Click a folder.
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Click
 and then select Move folder. |
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Choose the space that you want to move the folder to.
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Tip: You can choose a folder in the destination space to nest the folder under or create a new folder by clicking the Create folder icon.
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Click Move.
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Set Custom Permissions on a Folder
You can set custom permissions on folders where you have Folder Admin permission.
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From a space, click Posts
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Click a folder.
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Click Permissions.
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Tip: If you do not see Permissions, you do not have Folder Admin permission. To request permission, contact an administrator on the About page for the space.
page for the space.|
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Click Apply Custom Permissions.
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You can do any of the following:
Remove access
Next to a user or group, click Remove .
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Note: Removing a user or group removes their permission to the folder and any subfolders. However, if a user or group is part of another group that has permission to access the folder, they retain that permission.
Change access
Next to a user or group, update the access permissions.
You can change access permissions for a member of a group that has access to the folder. For example, you might have a group that has permission to view the folder, but you want to give an individual group member permission to contribute to the folder. In the Add users and groups field, enter the member’s user name and click Add, and then update their individual permissions.
Note: You cannot grant permission to a subfolder unless the user or group has at least View permission to the parent folder.
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(Optional) To remove custom permissions and revert to the parent folder or space permissions, click Remove Custom Permissions.
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Delete a Folder
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From a space, click Files.
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Next to a folder, click
> Delete folder. |
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Click Confirm.
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See Details About a Space
For spaces that you have access to, you see details, such as a description of the space, the space key (for scripting), the space administrators, and attributes.
In a space, click About .
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Figure 1.2 Details About a Space
Note: Only space administrators can edit details or delete spaces.
See Control Chart Warnings in a Space
You can see posts with active control chart warnings in a space:
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In a space, click Warnings
 from the left pane. If there is no warning circle next to the icon, there are no active warnings in the space. |
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In the Active Warnings window, click
on a report summary to open details. |
For more information, see Control Chart Warnings in Graphs.
See the History of a Space
For spaces where you have administrative access, you can see the history of the space and any folders in the space, which includes access changes and changes to posts.
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Click History
 in a space or a post. |
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You can browse all history or limit your search using the filters.
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Figure 1.3 Filter Options in History
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In the filters, enter any combination of dates, actions, users, and whether the action succeeded or failed.
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(Optional) To access log details:
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Next to an action, click
 to see log information or updated attributes. |
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In the upper right, click
 to download the audit log. |
See Activity in a Space
For spaces where you have administrative access, you can see who has viewed and downloaded posts in the space.
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In a space, click Views
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You can browse all history or limit your search using filters.
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In the filters, enter any combination of users, access types, and dates.
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(Optional) To download the activity records for the space, click
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Favorite a Space
To quickly find spaces that you have access to, you can favorite them:
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From the Home page or Space Directory, hover over a space and click
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In a space, click About, and then click Favorite.
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Tip: You can unfavorite a space in the same way.
Once you favorite a space, it appears at the top of the list in these areas:
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under Spaces at left on the Home page
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under the Spaces menu in the title bar
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Figure 1.4 Favorites in the Home Page and Spaces menu
JMP Live Posts
Find out what you can do with JMP Live report or data posts.
Tip: See also JMP Live Data.
Open a Post
You can open posts in places where you have View permission.
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To open a report post from the Home page, click a report title.
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To open a report or a data post from a space:
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Click Posts
from the left pane. |
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Click a folder.
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Click a report title in the Reports tab. To open a data post, click the Files tab and click a data title.
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Figure 1.5 Report Post in a Space and Folder
Depending on your permissions, in addition to seeing details, adding comments, viewing the history, and seeing who has viewed the data, you can:
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View, edit, copy, or download the JSL script that creates the report.
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Access or change the data post associated with the report post.
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Assign add-ins to a report post.
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Open a Post in JMP
You must have Download permission to the post and a JMP Live connection set up in JMP.
From a post, click 
to open the content in JMP. The content is downloaded to your machine and opens in JMP as a JMP Project. See Download Posts as JMP Projects.
to open the content in JMP. The content is downloaded to your machine and opens in JMP as a JMP Project. See Download Posts as JMP Projects.See All of Your Posts
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To see all of your report posts, click your user icon > Profile > Reports
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To see all of your data posts, click your user icon > Profile > Data
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Update Post Details
You can update the title, thumbnail image, description, or settings for JMP Live posts. Updating a post’s details requires Contribute permission.
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From a post, click
. From a post summary, click > Details. |
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Next to the section that you want to update, click
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Tip: In the post description, you can use these HTML tags: <a href= "target">, <b>, <em>, <i>, <strong>, and <u>.
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To change the thumbnail image, hover over the thumbnail and click Change Thumbnail.
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Figure 1.6 Update a Post’s Details
Tip: See also Update a Folder’s Details.
Move a Post
You can move a post to a different folder in the same space or to a folder in a different space. Moving posts requires Contribute permission in both the original location and the new location.
Tip: For help with permissions, contact the space administrator. To find out who the space administrator is, click About in a space.
in a space.To move a single post in a space, click > Move post. However, if you want to also move the data associated with the post, see Move multiple posts at once.
> Move post. However, if you want to also move the data associated with the post, see Move multiple posts at once.
Figure 1.7 Move a Post
Move multiple posts at once
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In a space, click Posts
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Go to the folder that contains the posts that you want to move.
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Click the Files tab.
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Select the posts that you want to move.
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Click
 to move the selected items. |
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Choose the space (and folder, if applicable) to move the posts to. You can also create a new folder
in the destination space. |
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Click Move.
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Tip: See also Move a Folder.
Comment on a Post
You can see or add comments to JMP Live posts or folders. Viewing and adding comments requires View permission.
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In a post or folder, click
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Enter a comment or reply to an existing comment.
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(Optional) Type @ and choose a user’s name to mention them.
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Click Submit.
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To edit or delete your comments, click
> Edit or Delete. |
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To delete all comments on a post that you own, next to the number of comments, click
> Delete all. |
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To format text, you can use keyboard shortcuts (such as Ctrl+B for bold or Ctrl+I for italics) or you can use markdown syntax.
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To add a link to a comment, copy and paste the link or enter the URL in the comment box.
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To see how many user comments are on a post, in a post summary, a number appears beside the Comments icon
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By default, you get a notification in the following situations:
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if someone adds or replies to a comment on a post that you own
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if someone @ mentions you in a comment
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if someone replies to a comment that you made
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if someone deletes a comment that you made
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Share a Post
In a post, click 
to share the post by copying a link. For report posts, you can also copy the embedded HTML code.
to share the post by copying a link. For report posts, you can also copy the embedded HTML code.Bookmark a Post or Folder
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In a post or folder, click
 to bookmark the post or folder. |
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To see all of your bookmarked posts and folders, at the upper right, click the Bookmarks
 icon. |
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To remove a bookmark, click
 to unbookmark a post or folder. |
Figure 1.8 Example of the Bookmarks Page
Delete a Post
You can delete posts or folders where you have Contribute permission.
Note: You cannot delete a data post if a JMP Live post is using the data.
To delete a single JMP Live post or a folder from a post, space, or post summary, click > Delete post.
> Delete post.
Figure 1.9 Delete a Post
Delete several posts or folders
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In a space, click Posts
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Go to the folder that contains the posts or folders that you want to delete.
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Click the Files tab.
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Select the posts that you want to delete.
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Click
 to delete the selected posts. |
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Click Confirm.
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Download Posts as JMP Projects
If you want to open several files from JMP Live in JMP, download the post and any related content (such as data) as a JMP project file. A project file keeps all of the post’s content in one tabbed window in JMP. Content that is associated with a post can include data tables, scripts, maps, or images.
You can download posts or folders that you published or where you have Download permission.
Download a folder or post as a JMP project file
From a folder or a post, click > Download as JMP project.
> Download as JMP project.Download several posts as a JMP project file
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From a space or a folder, click the Files tab.
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Select the posts that you want to include in the project.
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Click
to download the selected items. |
Note: If you cannot access the download options, your JMP Live administrator might have disabled the downloading feature.
For details about projects, see “Work with Projects” in the JMP Online Help.
See Who Has Viewed a Post
To see who has viewed a JMP Live post that you created:
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From a post, click Views
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From a folder, at the upper right, click
> Advanced > View accesses. |
You can see who accessed each post, when they accessed it, and the type of access (View or Download).
See the History of a Post
You can see the history of posts that you have access to, which includes data source changes and updates to the post.
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Click History
in a space or a post. |
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You can browse all history or limit your search using the filters.
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Figure 1.10 Filter Options in History
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In the filters, enter any combination of dates, actions, users, and whether the action succeeded or failed.
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(Optional) To access log details:
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Next to an action, click
to see log information or updated attributes. |
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In the upper right, click
to download the audit log. |
Change the Summary Format
On the Home page or Spaces > Posts page, at the upper right, click an icon to change the format of JMP Live report summaries.
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The grid format shows cards with image thumbnails.
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The list format shows a list with image thumbnails.
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The compact list format shows a list with no image thumbnails.
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Sort Posts
You can sort how posts appear in places like the Home page or in a space. Click the Change sort order 
icon and choose an option, such as alphabetical or newest.
icon and choose an option, such as alphabetical or newest.See Performance Metrics on a Report Post
Select a post and click > Advanced > Display performance metrics. You can see how long it took the post to load, copy the metrics, or clear the metrics.
> Advanced > Display performance metrics. You can see how long it took the post to load, copy the metrics, or clear the metrics.Show Log Messages for a Report Post
In a JMP Live report post, you can click > Display log messages to see any error messages from the server, connection messages, and messages from the client.
> Display log messages to see any error messages from the server, connection messages, and messages from the client.Copy a Post or Folder ID for Scripting
Select a post or folder and click > Advanced > Copy ID to clipboard. You can also copy the ID from the Details pane. The ID is used for JSL scripting.
> Advanced > Copy ID to clipboard. You can also copy the ID from the Details pane. The ID is used for JSL scripting.Edit a Report Script
In a JMP Live report post, you can edit the JSL script that generates the report.
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In a report post, click Script.
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Under Regeneration script, edit the script using JSL.
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Tip: To increase the window size, click 
.
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Click Save.
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4.
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Click Regenerate Report.
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Revert to the original script
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Next to Regeneration script, click
> View original script. |
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Click
 to copy the script. |
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Click Close.
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Select the entire JSL script and paste the original script.
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Click Save.
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Click Regenerate Report.
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Use a JMP Add-In
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The option that you choose depends on the type of post:
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In a JMP Live report post, click Script.
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In a JMP Live data post, click Settings.
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Next to Assigned add-ins, click Assign.
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Note: In a JMP Live data post, this option appears only if you select the Refresh or Import data via script options.
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3.
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Select an add-in.
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If you do not see any add-ins, your JMP Live administrator has not added them.
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4.
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Click Save.
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Find out what you can do with JMP Live graphs.
See Data Values in Graphs
In a JMP Live report post, you can see information about data points in graphs or report calculations.
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Click or tap Identify Objects (
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Hover over or tap a data point or a calculation.
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Figure 1.11 See a Data Point’s Values
Figure 1.12 See an Explanation of a P-Value Calculation
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To hide or show a report or graph, click or tap the arrow next to the title.
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If your report contains very large tables, use the page controls
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Select Data in Graphs
In a JMP Live graph, you can select data or zoom in on data.
How you select data in a JMP graph (points, bars, and so on) depends on whether you are on a computer or a mobile device. The default mode is to select a single data point.
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Task
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On a Computer
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On a Mobile Device
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|---|---|---|
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Select or deselect a single data point
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Click a data point.
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Tap
 then tap a data point. |
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Select or deselect multiple data points
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Press Ctrl+Shift and click multiple data points.
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Tap
 and then tap multiple data points. |
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Identify a single data point
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Hover over a single data point.
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Tap
and then tap a data point. |
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Select data points by brushing
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Click and drag a rectangle over data points. Click and drag in the center to move the rectangle or drag the corners to resize it.
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Tap
and then draw a rectangle over the data points. Drag the center to move the rectangle or drag the corners to resize it. |
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Zoom
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Click
 and click a point or drag a rectangle. The center of the rectangle is now the center of the zoom area.To zoom out, double-click in the graph or press Shift and click the graph.
You can also use the scroll wheel on your mouse to zoom in and out. If you are not in Zoom mode, press Alt before zooming with the scroll wheel.
Tip: To zoom the entire window, press Ctrl then + or Ctrl then -.
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Tap
and pinch zoom. |
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Pan in a graph
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Click
 and click and drag in the graph. Or press Alt and click and drag in the graph. |
Tap
and move the graph with your finger. |
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Pan axes
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Click the middle of an axis and drag.
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Touch the middle of an axis and drag.
|
|
Scale axes
|
Click at either end of an axis and drag.
|
Touch either end of an axis and drag.
|
|
Return axes or graphs to their original state
|
Press Alt and double-click in the graph or click
 or  > Reset all axes. |
Double-tap in the graph or tap
> Reset all axes. |
Note: In interactive HTML, some graphs do not support panning and zooming. Panning and zooming is fully supported in JMP Live and JMP Public.
See Linked Data in Graphs
If your JMP Live report post contains multiple JMP graphs, when you select data in one graph, it is highlighted in all graphs.
Figure 1.13 Select Data in Linked Graphs
A histogram bar in the top graph is selected. The corresponding rows are highlighted in the scatterplot and in the marginal histogram.
Selecting data in a graph, legend, or report can highlight the corresponding data.
Figure 1.14 Select Data in a Graph to Highlight it in a Report
A histogram bar is selected and the corresponding data are highlighted in the Frequencies report. You can also select a row in the report to highlight the corresponding data in the histogram.
Exclude and Hide Data in Graphs
After you select data in a JMP graph, you can exclude it from report calculations and hide it in graphs. Reports and graphs automatically update.
Figure 1.15 Report Menu Options
To exclude and hide data, right-click the graph or use the options in the More menu at the upper right:
menu at the upper right:
Note: If the report contains a Local Data Filter, most of these options do not appear because you use the Local Data Filter instead.
Exclude and hide selected rows
Excludes and hides selected data.
Include and show all rows
Includes and shows any excluded or hidden data.
Invert row selection
Changes the current selection to the deselected data.
Filter Data in Graphs
If the original JMP report included a Local Data Filter, you can use the filter to focus on specific data and see the impact on JMP Live graphs and reports.
Figure 1.16 Filter Data in Graphs
Tip: Selections that you make in the Local Data Filter are captured in the URL. You can copy and paste the URL to share your selections with others.
In the Filter Data in Graphs example, the filter choices are showing only females between 51 and 63 inches tall who are between the ages of 12 and 14.
Tip: If several categories are selected and you want to select a single category, click the category (not the check box).
Local Data Filter Options
Conditional Filtering
Limits the options in the Local Data Filter by condition. For more information about conditional data filters, see “Red Triangle Options for the Data Filter” in the JMP Online Help.
Note: This option does not appear if there is more than one OR group or if the columns are not hierarchical.
Select filtered rows in graphs
Selects all filtered rows in graphs.
Show filtered rows in graphs
Shows all filtered rows in graphs.
Include filtered rows in calculations
(JMP Live and JMP Public only) Includes only filtered rows in report calculations.
Auto update
(JMP Live and JMP Public only) Enables automatic updates to the local data filter.
Inverse
Inverts currently selected filters.
Manually Update Data Filters
If a report is taking a long time to automatically update, you can manually update the data filter selections instead.
|
1.
|
Click Auto Update to deselect this option.
|
|
2.
|
Make your changes to the local data filter.
|
The graphs do not update as you make your changes.
|
3.
|
Click Update.
|
Switch Data Columns in Graphs
If the original JMP report included a Column Switcher, you can quickly analyze different variables without re-creating the analysis. When you choose a different variable in JMP Live, the analyses automatically recalculate using the new variable.
In the following example, using Fisher’s Iris data, the JMP report post includes a Column Switcher and a Local Data Filter.
Figure 1.17 Initial Selections
Initially, Petal length (the original column) is selected in the Column Switcher. All species are showing in the Local Data Filter. These selections are reflected in the graph and calculations.
Figure 1.18 Updated Selections
In this example, Petal width is selected in the Column Switcher, and only the species versicolor is selected in the Local Data Filter. The graph and calculations update to reflect these selections.
Tip: Selections that you make in the Local Data Filter and Column Switcher are captured in the URL. You can copy and paste the URL to share your selections with others.
Control Chart Warnings in Graphs
JMP Live report posts that contain control charts can generate notifications if there are control chart warnings. When you publish a JMP report post that contains a control chart, you can specify whether to enable warnings. You can also enable warnings from a JMP Live report post.
These people receive notifications:
|
•
|
the publisher of the post
|
|
•
|
users who subscribe to warnings for a space, folder, or post
|
|
•
|
members of groups where warning notifications are enabled and who have permission to view the post
|
Depending on individual settings, notifications appear in JMP Live and via email. Email notifications contain more detail about the warnings. See Manage Notifications.
Subscribe to warnings
|
1.
|
In a space, folder, or post that contains control charts, click
> Subscriptions. |
|
2.
|
Click to subscribe to control chart warnings in a space, folder, or on a post.
|
See warnings
In a report post or from a thumbnail, click Warnings 
.
.
Note: If you filter data or change row states (for example, if you exclude or hide rows), control chart warnings are not triggered or updated in JMP Live. All warnings in JMP Live appear as they were originally recorded when the data was first published.
Enable or disable warning notifications
Enabling or disabling warnings on posts requires Contribute permission.
|
1.
|
In a report post that contains a control chart, click Warnings
. |
|
2.
|
Next to Notifications, click the switch to turn them on or off.
|
|
3.
|
(Notifications on only) If the report post has active warnings, choose whether to notify people about these warnings.
|
Customize Graphs
Note: These customizations are temporary while you are in the JMP Live post.
To resize a graph in JMP Live, click and drag on the graph borders. You can also resize a scrollable report in a JMP Live dashboard.
Use the options in the More menu to customize graph elements.
menu to customize graph elements.
Figure 1.19 Fit a Graph to the Window
You can increase or decrease the marker size for all graphs that include markers. For Graph Builder and Control Chart graphs, you can automatically size the graph based on your browser window size by turning on Fit to Window.
Note: The options in this menu vary depending on the type of graph or JMP platform.
JMP Live Data
Find out what you can do with data in JMP Live.
Open a Data Table
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
 . |
Figure 1.20 Example Data Table
Depending on your permissions, in addition to seeing details, adding comments, viewing the history, and seeing who has viewed the data, you can:
|
•
|
Hide or show columns or see information for a column.
|
|
•
|
Access reports that depend on the data post.
|
|
•
|
Change the settings for updating the data post. See Update Data.
|
|
•
|
Assign a JMP add-in to the data post. See Use a JMP Add-In.
|
|
•
|
Add a reference to other data. See Reference a Data Table.
|
Tip: See also JMP Live Posts.
Download Data or Scripts
Downloading data or scripts requires Download permission.
Download data from a report
|
1.
|
In a report, click Data
. |
|
2.
|
Next to the data table title, click
> Download . |
Download data from a data table
In a data table, click > Download data table.
> Download data table.Download scripts
|
1.
|
In a report, click Script
 . |
|
2.
|
Click
to download the JSL script. |
|
3.
|
(Optional) Click
to copy a script. |
Change the Data Source
You can select another source of data to use in a JMP Live report. You need Contribute permission on the report post and Download permission on the data post that you want to start using.
|
1.
|
From the report post that you want to update, click Data
. |
|
2.
|
Next to the data table title, click
> Change data source. |
|
3.
|
Under New Data, enter the data post name or choose a data post from the list.
|
Update Data
To update data in JMP Live, from a data post, click Settings 
. Choose from these options:
. Choose from these options:Upload JMP data table
Click Update Data and go to the updated data table on your computer. Uploading data requires either Contribute or Data Admin permission.
Refresh data via script
Create a refresh script and click Refresh Data. See Refresh Data.
Import data via script
Create an import script and click Import Data. See Import Data.
Refresh Data
In JMP Live, you can use a script to refresh data. Follow these general steps:
|
1.
|
Create a refresh script in a data post. See Create a Refresh Script.
|
|
2.
|
Create and assign any required credentials. See Add or Update Credentials and Assign Credentials.
|
|
3.
|
Test the refresh script. See Refresh Data on Demand.
|
|
4.
|
(Optional) Schedule the data to refresh at intervals. See Schedule a Refresh.
|
Tip: After you create the credentials, you can also Add or Update Credentials or See All Refresh Credentials.
Create a Refresh Script
Creating a refresh script requires Data Admin permission. Note the following additional requirements:
|
•
|
Your connection string must specify the exact server, database name, and driver.
|
|
•
|
Your script must create and return a data table. Or you can return a value of zero to not update the underlying data table.
|
|
•
|
For JMP Live to connect to a database, the appropriate ODBC driver must be installed on the machines that host all of the JMP sessions pools. The JMP session pool hosts also must be able to access the required data source (for example, consider firewall rules or other restrictions).
|
In a refresh script, you can:
|
•
|
Retrieve data by connecting to a database or Web API or read files from allow directories. The script can also build the data itself.
|
|
•
|
Reference other data tables. See Reference a Data Table.
|
|
•
|
Include JSL commands to perform actions on the data, such as recoding and so on.
|
|
•
|
Use add-ins in your script. See Use a JMP Add-In.
|
Create the refresh script
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Click Settings
. |
|
4.
|
Select Refresh data via script as the update method.
|
Figure 1.21 Refresh Data Using a Script
|
5.
|
Create the refresh script. See Examples of Refresh Scripts.
|
|
6.
|
Paste your refresh script under Refresh Script.
|
|
7.
|
Click Save.
|
Add or Update Credentials
|
1.
|
At the upper right, click your user icon > Settings.
|
|
2.
|
From the left pane, click Credentials
 . |
|
3.
|
To update the credentials:
|
|
–
|
Click
to edit the credentials. Update the credential name. Click Update credential to modify the user name and password. |
|
–
|
Click Delete
to delete a credential. |
|
4.
|
Click
 to add a new credential. |
Figure 1.22 Add Your Stored Credentials
|
5.
|
Name the credential.
|
Tip: Use a name that helps you identify the credential, such as the name of the database.
|
6.
|
Enter a user name and password for the credential.
|
|
7.
|
(Optional) Upload a private key file.
|
Depending on your data source provider, some authentication processes require the use of a private key file.
|
8.
|
Click Save.
|
Assign Credentials
If any JSL commands in your refresh script require credentials to access an external server or database, you can securely add and assign those credentials. In the refresh script, your credentials are represented by generic placeholders (%_PWD_% and %_UID_%) and are not visible. When the refresh script runs, the script replaces the generic placeholders with the actual credentials.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Ensure that you have created a refresh script. See Create a Refresh Script.
|
|
4.
|
Click Assign under Assigned Credentials.
|
Figure 1.23 Assign an Existing Credential
|
5.
|
Click
to create a new credential. See Add or Update Credentials. Or select the credential that you want to use. |
|
6.
|
(Optional) Click Set as default to make the credential available in the refresh script.
|
|
7.
|
Click Save.
|
Refresh Data on Demand
Refreshing data requires Contribute permission.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Click Settings.
|
|
4.
|
Ensure that you have created a refresh script. See Create a Refresh Script.
|
|
5.
|
Ensure that you create and store the credentials in JMP Live if your data comes from a third party and uses credentials. See Assign Credentials.
|
|
6.
|
Click Refresh Data > Refresh.
|
Schedule a Refresh
Scheduling a refresh requires Data Admin permission. You can schedule data to refresh as often as every 10 seconds or as infrequently as once per week. You can also have several schedules for a data post. For example, you might have one schedule to refresh the data every Tuesday at 9 p.m., and another schedule to also refresh the data hourly every Friday from 8 a.m. until 5 p.m.
Note: Schedules are based on the time zone that your JMP Live server is in.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Click Settings.
|
|
4.
|
Ensure that you have created a refresh script. See Create a Refresh Script.
|
|
5.
|
Ensure that you create and store the credentials in JMP Live if your data comes from a third party and uses credentials. See Assign Credentials.
|
|
6.
|
Click Create next to Refresh Schedules.
|
Figure 1.24 Create a Refresh Schedule
|
7.
|
Select the following details:
|
|
–
|
Time for the refresh to start.
|
|
–
|
Days of the week to run the refresh.
|
|
–
|
(Optional) To repeatedly refresh data during a time period, specify how often to repeat the refresh and what time to stop refreshing the data.
|
|
–
|
(Optional) Set a date for the refresh to expire. The expiration date is inclusive, so the refresh expires at 11:59 p.m. on the day.
|
|
8.
|
Click Save.
|
|
9.
|
Under Refresh Schedules, you can enable, edit, or delete a schedule.
|
Examples of Refresh Scripts
You can create a refresh script using JSL or Python (if your administrator allows it).
Tip: If your data table contains a source script, you can use that script as a base (modifying it as required).
Example of a JSL Refresh Script
In this script, substitute the placeholders with your details.
dt = New SQL Query(
Connection(
"ODBC:DATABASE=placeholder;
DRIVER={placeholder};
PORT=placeholder;
PWD=%_PWD_%;
SERVER=placeholder;
UID=%_UID_%;"
),
QueryName( "placeholder" ),
Select,
From( Table( "placeholder", Schema( "placeholder" ) ) )
) << Run Foreground;
dt;
|
•
|
Do not replace PWD=%_PWD_% and UID=%_UID_%. These are wildcards for your password and user name to keep them encrypted. Your assigned credentials replace these wildcards when the script is run.
|
|
•
|
The settings in the Connection string vary depending on your setup.
|
|
•
|
If your data table was created using a data connector, you might want to remove the Driver( ... ) line, if present. That driver might not be on JMP Live, and when using a built-in configuration (a line like ID( "com.jmp.PLACEHOLDER" )), JMP automatically attempts to find a suitable driver if one is not provided.
|
Tip: You can also use Query Builder to help create a JSL refresh script. See “Write a SQL Query” in the JMP Online Help.
Example of a Python Refresh Script
import jmp
dt = jmp.open(jmp.SAMPLE_DATA + 'Big Class.jmp')
jmp.live.set_result(dt)
Note: The jmp.live.set_result() function updates the table on JMP live with the data table from Python. Calling this function with None (jmp.live.set_result(None)) cancels the Python refresh script.
See All Refresh Credentials
You can see all of your refresh credentials in JMP Live as well as any data tables that are using the credentials. At the upper right, click your user icon > Settings > Credentials .
.Import Data
Importing data requires Contribute or Data Import permission. You can import data such as a CSV or Microsoft Excel file. The file is converted into a JMP data table.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Click Import Data.
|
If the Import Data button is not active, a user with Data Admin permission must create the import script. See Create an Import Script.
|
4.
|
Open the data that you want to import.
|
|
5.
|
Click Reload to refresh the data.
|
Create an Import Script
Creating an import script requires Data Admin permission. Your import script must contain a %FILENAME% placeholder that replaces the file path. See Example of Importing Data.
In an import script, you can:
|
•
|
Reference other data tables. See Reference a Data Table.
|
|
•
|
Use add-ins in your script. See Use a JMP Add-In.
|
Tip: If your data table contains a source script, you can use that script as a base (modifying it as required) or start with an empty script and paste your new import script.
Create the import script
|
1.
|
From a data post, click Settings
. |
|
2.
|
Select Import data via script as the update method.
|
Figure 1.25 Import Data Using a Script
|
3.
|
Select the type of file that you want to import.
|
|
4.
|
Create the import script using JSL.
|
|
5.
|
Paste your import script under Import script.
|
|
6.
|
Click Save.
|
Example of Importing Data
In this example, you have a CSV file with names and ages. You open the file in JMP, which converts it to a JMP data table. You publish this JMP data table to JMP Live.
The data in the CSV file can change, so you want to update the data in JMP Live by importing the latest data from the CSV file.
|
1.
|
From the data post, click Settings
. |
|
2.
|
Select Import data via script.
|
|
3.
|
Select CSV file.
|
Figure 1.26 Importing Data from a CSV File
|
4.
|
(Appears only if the data table contains a source script.) Click Empty Script.
|
|
5.
|
Paste a script, such as the following example.
|
Open(
"%FILENAME%",
columns(
New Column( "Name", Character, "Nominal" ),
New Column( "Age", Numeric, "Continuous", Format( "Best", 12 ) )
),
Import Settings(
End Of Line( CRLF, CR, LF ),
End Of Field( Comma, CSV( 1 ) ),
Treat Leading Zeros as Character( 1 ),
Strip Quotes( 0 ),
Use Apostrophe as Quotation Mark( 0 ),
Use Regional Settings( 0 ),
Scan Whole File( 1 ),
Treat empty columns as numeric( 0 ),
CompressNumericColumns( 0 ),
CompressCharacterColumns( 0 ),
CompressAllowListCheck( 0 ),
Labels( 1 ),
Column Names Start( 1 ),
First Named Column( 1 ),
Data Starts( 2 ),
Lines To Read( "All" ),
Year Rule( "20xx" )
)
)
|
6.
|
Click Save.
|
|
7.
|
Click Import Data.
|
|
8.
|
Open the updated CSV file on your computer.
|
|
9.
|
Click Reload.
|
Figure 1.27 Updated Data from CSV File
Notice that the data is updated and includes an additional name.
Restore the Previous Version
To revert your updates back to the previous version:
|
1.
|
At the upper right, click
> Restore previous version. |
|
2.
|
Click Restore to confirm.
|
|
3.
|
Click Reload to update the data.
|
Reference a Data Table
If you have data that depends on other data, you can add a reference to the original data. If the original data updates, the associated data updates as well. For example, if your data table in JMP Live is a summary table that you created from another data table, you would reference that table.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post.
|
|
3.
|
Click Settings
. |
|
4.
|
Next to Referenceable data tables, click Add.
|
Note: This option appears only if you select the Refresh or Import data via script options.
|
5.
|
Select the original data table.
|
|
6.
|
Click Save.
|
Search JMP Live
To find posts, users, or spaces across JMP Live, enter a keyword in the search box. Click Posts, Users, or Spaces to see specific types of results.
Figure 1.28 Example of Searching by Keyword
Here are some actions that you can take from the search results:
Posts
|
•
|
To open a post, click the title or image.
|
|
•
|
To open the post author’s profile, click their user name.
|
|
•
|
To open a space or folder, click the space or folder title.
|
|
•
|
To bookmark a post, click
. |
|
•
|
To copy the post ID for scripting, click
> Copy ID to clipboard. |
|
•
|
To move or delete a post that you own, click
> Move post or Delete post. |
Users
|
•
|
To open a user’s profile, click their user name.
|
Spaces
|
•
|
To open a space, click the space.
|
Use Filters in JMP Live Searches
You can use filters to narrow your searches in JMP Live.
|
1.
|
Click
 at the upper right (where applicable). |
|
2.
|
Enter any combination of keywords, user or space names, or dates. You can also filter by control chart warnings, and in some cases, by post type.
|
|
3.
|
Click outside of the Filters pane to see the results.
|
|
4.
|
Click Clear All to stop filtering.
|
|
•
|
To filter your own reports or data, click your user icon > Profile.
|
|
•
|
To search for a page or a space in JMP Live, use the keyboard shortcut Ctrl + comma and enter the name of the page or space that you are looking for.
|
Update Your JMP Live Profile or Settings
You can update the following items for your profile or JMP Live settings:
Update Your Profile
At the upper right, click your user icon > Settings.
|
•
|
Change your profile picture: Next to Avatar, click
> Upload new avatar or Reset to default. |
|
•
|
Change your display name: Next to Display Name, click
and enter and save your new name. |
Note: You might not be able to edit your display name because this action depends on your JMP Live server’s authentication settings.
|
•
|
Add a secondary email: Next to Secondary E-mail, click
and enter and save your email address. You can send notifications to primary or secondary emails, or both. |
Figure 1.29 Update Your Profile
Verify your account details
|
1.
|
Click your user icon and select Settings at the upper right.
|
|
2.
|
Verify your login name or the email that is associated with your account.
|
|
3.
|
(Local authentication method only) Verify or change your password.
|
Tip: To view your profile as others see it, click 
.
.Manage Notifications
As a JMP Live user, you can be notified about comments, changes to posts, changes to your access settings, control chart warnings, and more, depending on your notification settings.
Open or Act on Notifications
To see your notifications, click 
. From here, you can perform the following actions:
. From here, you can perform the following actions:|
•
|
To open the source, such as a post, click a notification.
|
|
•
|
To clear a notification, click
 > Clear notification. |
|
•
|
To stop receiving notifications of a certain type, click
> Stop receiving <type> notifications. |
|
•
|
To mark all notifications as read, click
 . |
|
•
|
To remove all notifications, click
 . |
|
•
|
To change your notification settings, click
 . See Change Notification Settings. |
|
•
|
To see all notifications in a larger window, click See All.
|
Change Notification Settings
Access your notification settings in either of these ways:
|
•
|
At the upper right, click your user icon > Settings. On the left side, click Notifications
 . |
|
•
|
Click Notifications
> . |
On the Notification Settings page, you can enable or disable notifications. When you enable a notification, choose how often you want to be notified.
Figure 1.30 Notification Settings
|
•
|
If a secondary email address is set up, you can choose which account to send notifications to (primary, secondary, or both).
|
|
•
|
To sort notifications by ascending or descending order, click the arrow next to the Notification column.
|
Change Your Language
At the upper right, click your user icon > Language, and then select a language.
Change the Theme to Dark or Light Mode
To change the theme from light mode to dark mode, at the upper right, click your profile picture > Dark mode.
Figure 1.31 Change the Theme
