Re: S26 Data Mining the Data DepotThank you Hyde! This is incredibly useful. Chuck
Re: S26 Data Mining the Data Depot@andyzhou
Sure thing. I do plan to release an update with additional features and have received requests for several enhancements.
One request I have is in the SE Demo file, is there a way to include the information about JMP, JMP Pro, etc?
Re: S26 Data Mining the Data Depot@HydeMiller This is great! Thanks for putting it together.
@andyzhou - Is it possible to pull the first and last name from Salesforce in the All Contacts data table?
Re: S26 Data Mining the Data Depot@andreacoombs1 - yes, I just added those fields into the table! You should see FirstName and LastName columns next to the email column in the All Contacts table now.
Re: S26 Data Mining the Data Depot@JerryFish
I assume you were looking at the "All STIPS Enrollments" table found in the Salesforce Data folder? That table unfortunately tends to be a bit inaccurate, since it requires data to be bulk loaded by the Salesforce team. Your client most likely registered for STIPS after the last time the data was bulk loaded in.
Instead, I would suggest check out the "E-Learning Activation Data" table found in the Education Data folder. This takes data directly from SAS Education and is definitely more accurate. The documentation is found here: https://rndconfluence.sas.com/confluence/display/JSIA/E-Learning+Activation+Data.jmp
This table does include all JMP E-Learning registrations, but it should be fairly straightforward to only get STIPS data by filtering the table on the TITLE column.
Re: S26 Data Mining the Data DepotThat is Fabulous, @andyzhou ! Thank you very much. I see 100 entries from my client's company now, including him, and broken down by STIPS Module. This is EXACTLY what I was looking for! Another very happy customer!!
Re: S26 Data Mining the Data Depot@JerryFish perfect!! And yes if you look at the E-Learning Course Module Stats table, you'll see a further breakdown for STIPS modules which could prove useful. And no problem at all, happy to help!
Re: S26 Data Mining the Data Depot@JerryFish , from my understanding, our privacy policy prohibits us from giving information about others within a company such as who completed a course, who are the Community members, etc. The number of users may be fine but I have my doubts about anything beyond that.
@RMSmith , would you please verify, what/if any, type of information can be given to a customer when requests such as these are made? Now that we have a central repository for data it would be helpful to know what information can be shared (at least for me). Thanks.
Re: S26 Data Mining the Data DepotThanks @Ryan_Gilmore . I'm anxious to hear what @RMSmith has to say.
It seems like this is a gray area to me. Someone from company ABC takes STIPS training, using their ABC.com email address and potentially does the training on ABC's company time and using ABC's IT resources, and then someone from ABC asks to see the participation of their employees in STIPS training. Seems to me like ABC has some ownership in that particular data.
Full Disclosure: I'm not a lawyer, nor do I want to be one! 
Re: S26 Data Mining the Data DepotThank you @andyzhou !
Re: S26 Territory Review Add-in@andyzhou The Salesforce, SE Demo table includes a column called Description which looks like is being pulled from the Details field in Salesforce. Can you also pull the Subject field as well?
Re: S26 Territory Review Add-in@andreacoombs1 Yes, of course! I just updated the SE Demo table to include the Subject field, you should be able to see that addition on your end already.
Re: S26 Data Mining the Data Depot@HydeMiller
This is a great resource, thank you for creating this and helping to enhance the Data Depot! Would it be okay if I placed the add-in the data depot itself, with a text document linking to this post so people can understand how it works?
Andy
Re: S26 Data Mining the Data DepotNice job @HydeMiller (and @andyzhou )! Very valuable stuff. I'll share with my team.
I have a question. Not sure which of you to ask, so I'll ask you both.
A client of mine wanted to know who (from his company) had registered for STIPS. I downloaded STIPS data, and found that there were 11 names on that list. I let the client know, and he was surprised at the low number. In fact, he himself had registered for STIPS, but his name didn't show up on the list. He is aware of a few others that also registered, but were not detected.
So it seems like some data is missing from the database. Any idea why this is the case?
S26 Territory Review Add-in=========================================================================
4/14/22 update.
Added report for Non-Standard License Agreements (request from IS).
Added report for upcoming renewals (request from IS).
Add multiple response feature to regions (a territory can be in multiple regions).
Added region for Americas (in the XREF file but needed multiple response for this to work) (request from Maria Jose).
Added hover label for GIDB reports (provides selected fields from the table).
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3/21/22 Update. Added buttons for territory assignments (SE, AE and IS).
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3/10/22 Update. Added option for number of quarters to retrieve. This improves response time, especially for the Academic team. Moved the territory lists outside the add-in to a cross-reference file. This is more flexible as territories are added and re-organized into regions. The cross reference can be changed without requiring a new add-in load. Also moved the custom email lists (personal and academic) outside the add-in for the same reason. Bug fix for automatically selecting the 8 most recent quarters.
=========================================================================
2/23/22 Update. Bug fix for named campaigns. Fixed some local filter settings where min and max were both specified but only one was intended. Also fixed an issue where "2021" was hard coded and fixed this to use the current year. For "Academic" territories, the default email filter is "Academic" and "Business". Removed two layer graphlets so the first level drill-down always produces a tabulated list. Fixed some local data filter issues where "email type" was either missing or not pre-selected.
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1/31/22 Update. The name of the currency conversion table changed in the data depot. The old name was currencydim.jmp and now they are called 2021 currencydim.jmp and 2022 currencydim.jmp. The add-in converts all opportunities to $US and needs the currency conversion tables to do this. Some territories support more than one currency and this allows a level comparison across all the opportunities. Let me know if the preference is to leave the opportunities in the local currency. In any case, the add-in had to be updated to find the table with the new name.
Another issue was caused by the 1/1/22 JMP LLC change. The OneDrive synching was changed and the local location of the data depot has moved (at least on Windows, not sure about MAC). The synch location used to be in a group called "SAS". Now the synch folder is in the normal OneDrive group. This means you will have to use the "Select Directory" button in the add-in to point to the new location. By the way, the old location is still there, it's just not synching so the data isn't fresh.
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Here is an addin that is intended to be used to assist with territory reviews. It can be used to answer questions such as
- Are there a large number of leads coming from a company that is
"under the radar"? Leads come in one at a time from a variety of
lead sources and it can be hard to put the total number of them
in perspective.
- Same question about campaign members.
- What industries have a lot of new leads and/or campaign members? When
planning a marketing event such as JESS, what market segments should be
selected?
- What campaign events bring in the largest number of leads and/or a large
variety of leads? This is helpful for what we should do more of.
- Are there hidden JMP users in the territory, perhaps out of compliance?
This can be seen by a large amount of interest and activity but no historical
splits or sales.
- If I want to reach out to contacts from a certain industry, a list of emails
would be helpful.
- What's my opportunity conversion rate and how is it trending? This could be
a sign of economic conditions in the territory.
- Which industries have the largest number of accounts? This can be useful for
planning marketing events.
- Which accounts have the largest number of JMP users? This can be useful for
planning JMP Days.
- What is the trend in STIPS enrollment and which companies have multiple
enrollments?
- What is the trend for NSR, Renewals and Upgrades? Who are the non-renewals?
- What is the trend for SE Demos? Which companies are getting the most SE attention?
Are there others that should get more attention?
- Which companies are doing the most trial downloads?
- Finding Champions, which individuals are showing a high level of interest in JMP?
- Reconnecting, find customers that got some attention a year ago but nothing since then.
- Hot leads, find leads that did two things in a short period of time: 1) participated in an event, 2) downloaded a trial copy of JMP.
The add-in uses data from the Data Depot (also called Strategic Initiatives & Analytics). The Data Depot is a collection of directories and files (mostly JMP data tables) that are generated by daily extracts from SalesForce, GIDB, the user community, Google click traces on jmp.com and other sources.
Here is a link to the Data Depot: Link to the Data Depot
The first time you try to access the data depot, you may have to ask for permission. After that has been granted, the Data Depot will look something like the screen capture shown below.
You must synch to this directory before JMP can access the data using the addin. To do this, click on the "Sync" link in the menu bar. This will create a directory on your computer that will sync to the files. You can find this directory using File Explorer (or Finder). The screen capture below shows what this looks like on my computer.
The first time you run the addin, you will have to tell JMP where these files are located. After doing this one time, the addin will remember the path so you only need to do this once.
For more information, please see the fol1owing videos:
- The first video shows how to find the Data Depot and synchronize files on your local machine. This may be all you need if you just want access to the files.
- The second video shows how the add-in can be used during territory reviews. The add-in can also be useful for pulling data from the data depot because it subsets the tables and adds columns that can be helpful.
- The third video covers other features in the add-in. These include generating reports by regions (aggregating multiple territories), finding results by string match, and generating metrics by territory. There are results using predictive models on the territory metrics that you might find interesting.
There is also a companion file called Guide to Territory Reviews. This illustrates how to do many different tasks in support of territory reviews.
Video 1: Getting Access to the Data Depot
Video 2: Using the add-in to help with territory reviews
Video 3: Additional features of the add-in
Scripts
