Staying Organized on JMP Live and in JMP Projects (2022-US-45MP-1115)

Aurora_TiffanyD

JMP Live is a secure collaboration platform for sharing JMP insights with your colleagues, even if they are not JMP users. JMP Projects are self-contained files that help you organize JMP data tables, reports, scripts and more.  This presentation walks through some strategies for staying organized in JMP Live, and in JMP Projects, and for moving smoothly between the two.

Hi, I'm Aurora Tiffany- Davis, and I'm joined today by Aaron Andersen.

We're software developers on the JMP Live team.

We'd like to talk to you today about staying organized

on JMP Live and in JMP Projects.

As a reminder,

JMP Live is a secure platform for sharing your JMP insights

with your colleagues,

even if they don't use JMP themselves.

It also offers deeper collaboration with your colleagues who do use JMP.

JMP Projects are self- contained files which can help you to organize

your data tables, your reports, your scripts, and more.

To get started, Aaron is going to talk

a little bit more about those JMP Projects.

Aaron?

Thanks, Aurora.

I am JMP Developer Aaron Andersen,

and I'm going to show you how to organize your work using JMP Projects.

To do this, I'm going to use some data from the JMP sample data directory.

If you have JMP open while you watch this video,

you can follow along with us.

Seventeen samples, data.

The data I'm going to use is called Airline Delays .jmp.

I'd like to do some analysis of this,

and hopefully, get some insights.

Because I know that I'm going to be producing several reports,

and I'm not sure what else with this project,

I would like to keep all of those things organized and together in JMP.

To do that, I'm going to use a JMP Project.

I will go to File, New, P roject,

which creates a new project and opens the JMP Project window.

JMP Project window is a container window

into which all of the data tables

and reports that I'm going to create or open

will live throughout this project.

Let's drag Airline Delays in.

We can see this JMP data table opened here in the project window.

Let me make this bigger.

The Airline Delays data table contains information

from almost 30,000 airline flights

that took place in the United States over the course of a year.

For each such flight, we have information about

how long the flight was, whether the flight arrived on time or not

and by how much,

and what airline flew that flight.

To get a better visual picture of this information,

let's open Graph Builder.

Let's start by getting an overview of what a typical week looks like.

Typically, I want to know, is there a day of the week

that is more or less likely to have its flight delayed than others?

Now, of course, all I'm really learning from this is, was there a day of the week

in the particular year this data was taken?

But I can reasonably extrapolate some of this information

to airline flights today.

We'll start with Day of the Week, put that in the Y column,

and Arrival Delay in the X column.

That's Arrival Delay.

It's not...

Let's switch these around, Order by

Swap.

It isn't liking the day for some reason.

Move Day of the Week down to here.

Put Arrival Delay on the Y axis. There we go.

Now, I have pretty good graph showing me

the mean arrival delay for any given day of the week.

I can already see that Friday is the biggest day most likely

or statistically expected to have the longest delays

and Saturday is the shortest.

To get a little bit better view of this, let's group this by airline.

Drag airline to Group Y.

Then let's flip these back like I wanted to do the first time

when I couldn't quite get it right.

There we go.

Finally, to help see the days of the week better,

we'll drag Day of the Week into the Color column.

Then I'm going to change the color scheme on the Day of the Week.

Double click on this label here,

hit color scheme,

and get a color scheme that's not quite so bold

for this particular graph.

Now,

I think I'm finished.

What I have is a graph showing

for each airline

and each day of the week,

what the mean arrival delay was for the year.

The colors allow me to follow a particular day

from one airline to the next.

The first thing I noticed in this graph, which is funny,

is that there's only one of these that's negative.

If I flew Southwest on a Saturday,

my expected delay would be negative,

which is to say I respect to arrive on time,

whereas every other row in the whole graph is positive.

On average,

the flights were late every other day of the week for every other airline.

That's not what you want if you're ringing an airline.

But at least they're not too bad, 15 minutes,

10, 15 minutes appears to be typical for the average anyway.

To try to get a better picture of this data,

let's create one more graph.

Open Graph Builder a second time,

and this time, let's try to get an overview

of an entire year's worth of airline flights

to see if there are clusters

of higher and lower delays throughout the year.

To do that, I'm going to drag Month to the Y column

and Day of Month to the X axis.

Graph Builder will automatically create a heat map for me.

Then I'm going to make sure that Arrival Delay is the color source.

Finally, let's go into the Y axis,

and reverse the order

so that January' s at the top and December's at the bottom.

Now I have a graph showing an entire year's worth of airline flights.

I can already see where the dark red is.

There are certain clusters of delays.

There's a cluster here right around the Christmas holidays

in the United States that drops off once the holidays actually start.

There's an oddly delay filled day here

right in the middle of November,

and there's a lot more in the summer months

than the winter months.

I can speculate that

maybe these delays are correlating with flight volume,

but the more people who fly, the more likely a flight is to be delayed.

Because airports would be busier,

loading and unloading a plane takes long if there are more people on it.

It's a pretty good hypothesis.

I don't have that data in this table, though,

so I can't confirm it yet.

But I have a pretty good start.

If I want to see the two graphs that I made side by side

in the product window,

I just go up to Airline Delays,

and I drag it out, and I drop it in this dock right, drop down.

Now I have my two graphs side- by- side,

so I can see them both simultaneously.

If I wanted to,

I can actually take the data table, I can drag that down to the bottom,

so that I can see all three graphs

that is to say all three items, two reports,

and the graph at the same time.

This is particularly useful if I want to

modify this data table,

and watch the graphs update as I do.

But before I do that,

let's save this project.

I've made a lot of progress here.

I like to save my work so that I don't lose it

if something goes wrong or I mess something up.

Let's go to File, Save Project As,

put it on the Desktop

and call it Airlines.jmpprj which I pronounce JMP Project.

You can imagine not any vowels. JMP Project.

That will save the project file

here on my Desktop,

and I can now close it.

A ll my reports that I created and the layout that I use

are saved in that file.

If I reopen that file,

everything comes back right the way I left it,

which is the second useful feature of JMP Projects.

Not only can you organize your data and your reports in the project window

in a very convenient way, however you want,

you can also save the project at any point,

close it, and resume where you left off later.

In fact, you can open more than one project file

at the same time

if you want to work on more than one JMP analysis

or more than one project any given day.

Now that I have this project back open,

I'm looking at the Distance and the Elapsed Time columns here,

and I can see that there is some huge variation

in the length of these flights.

This flight is 327 minutes long.

That's five and a half hours of flight, which makes sense; it's 2,200 miles.

Whereas this flight is a little bit less than an hour.

Some of them, if I keep scrolling, aren't significantly less than that.

Let's say that I'd like to exclude shorter flights from my analysis,

under the idea that

I only want to look at substantial flights.

Maybe if your flight is only half an hour long

then small delays and getting a runway position

change things more than in a large flight, where you have a chance to make up time.

What I'd like to do is exclude from these reports

all flights that were less than say an hour and a half worth of length.

To do that, I will go to Rows,

Row Selection,

Select Where.

I'm going to select Distance

and set distance is...

actually, Elapsed Time.

You can do with mile, let's do it with minutes.

Any flight where e lapsed time is less than 90 minutes,

I am going to select this in the data table.

I can now see that there were 9,338 such flights

out of 29,000 total flights,

so a significant number of them.

To exclude them from the analysis, I can go up here to Rows,

select H ide and Exclude,

and all of these are now hidden.

You can see that the data changed a little bit.

It didn't change a lot, but it did change.

There is a difference in longer flights versus shorter flights

in what the mean delays turn out to be.

Having done that, I'll save the project again

so that I can save my progress and come back to this point later.

Before I do that, notice that I modified the Airline delay data table

to hide and exclude all of these rows.

I would like when I resume this work

for those modifications to restore with the project.

But what I don't want to do is overwrite the copy

that is in my sample data folder

because I would keep these pristine and fresh

the way they sit with JMP for future use.

What I'm going to do is I'm going to save a copy of this data table.

I'll Save As.

But because I'm in a project, I have the option to save it

to a place called the Project Contents, which is about what it sounds like.

It is how I can save this table

to be contained inside the project file itself.

The project is essentially a miniature file system

that can contain files and folders

relevant to your JMP analysis that live inside the project file.

If I hit Save here,

we can now see that Airline Delays,

a copy of it is saved inside of this project.

If I go back to my Desktop...

I got to save the project first,

save the project, then go back to my Desktop.

We can see that when I save the project,

the size gets quite a bit larger because now this file itself contains,

not just two reports, but also the data table

that I use to generate those reports.

Because this is a self- contained file,

I can do things like copy and paste to create a backup copy of the file.

Now my backup copy also contains its own copy of airlinedelays.jmp

safely secure here

in case I mess up the other copy in my main project.

Because this is a single file,

it's easy for me to email this file to one of my colleagues,

if they also are a JMP user,

and allow them to open this project

and see the results of the work that I did.

However, if I want an easy way to share this project

with non- JMP users,

if I want an easy way for me and my colleagues to collaborate

on this work together,

I can upload these reports to my organization's JMP Live Instance,

where my colleagues can see them.

To do that,

and I put these back into Tabs first,

to publish these reports to JMP Live,

I'm going to go File, Publish, Publish Reports to JMP Live.

This loads the JMP Live Publish page from my organization's J MP Live Instance.

I want to publish both of these reports,

and I want to publish them to a space called Discovery Americas 2022,

and a folder called Staying Organized on JMP Live

and in JMP Projects, title of this presentation,

where we'll explain shortly

what a space is and how full of JMP Live work.

But for now, this is where I want to put this stuff.

Let's go ahead and hit Next.

This last string gives me a chance to customize the titles of these reports.

These are generic.

Let's rewrite this to be Airline Delays by Weekday and Airline,

or say, Day of Week, to be less ambiguous.

Down here, let's call this one Airline Delays by Month and Day of Month.

Now I have two reports ready to go. I hit Publish.

JMP is going to upload these reports

and the data that I use to create them to our JMP Live Instance.

Now we see Success page. It's already finished.

Showing me that I published two reports and one data table

to a folder called Staying Organized on JMP Live and in JMP Projects.

I can click on this link

to actually load it in JMP Live

and see that it is there, largely the same as it was on my system.

To show off JMP Live and demonstrate the value and able to collaborate and work

with reports in this way, and pass it to Aurora.

Yeah. Thank you, Aaron.

All right, so I'm browsing around on the homepage

of our organization's JMP Live site,

and I see that Aaron has published some new reports

that look pretty interesting, having to do with airline delays.

I see that he put both of these in the same folder.

Let's take a look at that folder.

One of the easiest ways to stay organized when you're working with JMP Live

is whenever you're publishing the reports, just put them somewhere reasonable.

Easy enough. And Aaron has done that here.

He's put his reports into a folder called Staying Organized on JMP Live.

Of course, that's the title of this talk that we're giving.

But if you recall, even before he chose a folder,

he was asked to choose a space to publish his content to,

and he chose the Discovery Americas 2022 space.

This is a place for Aaron and I and a few of our other colleagues in JMP Live

to work on content related to this Discovery conference.

It contains interesting reports

not only in the Staying Organized on JMP Live talk,

but also we've got another talk in this conference

that takes a deep dive into publishing,

another one about automatically refreshing your data, and so on.

It makes sense that we would all be working in the same space.

But what is a space?

Well, I like to really call them collaboration spaces,

because that's really what they are.

They're just a place for multiple JMP users

to work together on the same content.

To show you more about what I mean,

I will switch over to a browser, where I'm logged in as an administrator.

As an admin, I have access to this Permissions tab.

When I click on this tab,

I can easily turn on and off collaboration permissions

for individual users and for groups of users.

We can see here that in this space, all of the users in my organization

have permission to view the content in this space and to download it.

But Aaron and I, we have some extra permissions,

so we have the permission to create new content in the space,

in other words, to publish, like Aaron just did a moment ago.

We also have permission to edit content and so on.

We are fairly well trusted members of the space.

Let me switch back to my normal browser now.

Of course, Discovery Americas 2022

isn't the only space that my organization has set up,

and I'd like to show you how to find additional spaces.

But before I do, I know I'm going to want to find this folder again,

so I'm going to bookmark it

to make it really easy for myself later on.

Now if I go up to this blue navigation bar and click on the word Spaces,

it opens up the Space Directory,

and we can see here that I have access to some other spaces as well.

Discovery Americas 2022 is the one we are just looking at.

We also have one for Discovery Europe 2023,

a conference coming up in the spring.

I see that there's also a space here with my name on it.

That is my own personal space.

In JMP Live version 17,

every user gets their own personal space to do with whatever they want.

There's also a shortcut to your personal space.

If you go all the way to the top and all the way to the right

and click on your profile picture, you'll see this shortcut

My Personal Space,

My space doesn't really have that much in it,

but what it does have is this P ermissions tab,

even though I'm not an admin.

The reason being this is my own personal space,

so I should get a say on who has access to it.

Of course, by default, I'm the only one with access to it,

but I can invite more people in if I want.

I have chosen to let Michael Goff in to see the content in my space,

although, I don't really let him do much else.

Now that we've had that brief tour of spaces,

let's go back to the folder we were working in.

I'm going to use the bookmark I made to get there quickly.

All right, here we are.

I can see these reports that Aaron has published,

but I'm thinking ahead,

and I think we're going to want a lot more content in here in the future,

maybe some content that doesn't have anything to do with airlines.

To stay organized,

I'm going to create a new folder

by going up here and finding the New Folder icon,

click that, and let's say airlines.

Now that I think about it, I actually have some airlines,

at least one airline report that I want to publish as well.

But whereas Aaron's reports are entirely related to airline delays,

my report has nothing to do with that.

It's more to do with the flow of traffic of airplanes over the continental US.

I'm going to add another layer of organization in here under Airlines.

I'm going to create a folder called Delays for Aaron's stuff

and a folder called Traffic Flow for my stuff.

Now, I just want to move Aaron's content into the right place.

The easiest way for me to do that is to click over to the Files tab,

and I will select all of Aaron's files,

that being the two reports that he published

and the data that those reports rely upon.

I'll come over here to the upper right and select Move Posts,

and I'll find that Delays folder I just created a second ago,

and move all of Aaron's content in there.

Now we've got Airlines with two folders:

Delays that's got Aaron's stuff, and Traffic Flow that's got nothing in it,

because I'm just about to publish something to it right now.

Let me switch over to JMP on my machine.

I have here a bubble plot with a local data filter.

This shows the flow of flights

that are taking place over the continental US.

It also has a local data filter.

I can filter this to just show certain airlines.

I've chosen Delta and Southwest.

We can see here that Delta has a hub in Atlanta, Georgia,

and we can see, rather unsurprisingly,

that Southwest Airlines concentrates its flight patterns

in the Southwest region of the United States.

Let's publish this to JMP live.

File.

It works just the same as when Aaron was publishing from his project,

even though I'm publishing outside of a project.

File, P ublish, Publish Reports to JMP Live.

The first thing you do is choose among those reports that you have open

which ones do you want to publish.

It's a really easy decision for me because I only have one report open.

Next.

Now I need to choose, of course, where to put it.

I'm going to stay in the Discovery Americas 2022 space.

I'm going to stay in the Staying Organized folder.

But under that, I want to drill down a little bit,

go inside Airlines and inside T raffic Flow,

and that's where I want my reports to be published.

I'll click Next.

Just publish that.

We can see here on the results screen

that we have published to the Traffic Flow folder

one new report as well as the data that the report relies upon.

It's this data that allows the report to remain interactive

once it goes on JMP Live.

Let me follow the link here,

and this will open up my organization's JMP Live site

and take me right to this newly published report

and we can see that it is still interactive.

I can speed it up, slow it down,

maybe I want to find out what's going on with Express Jet,

a much smaller airline.

You can see the interactivity is still here

I want to let Aaron know that I've done a little bit of reorganization

so that he can see what he thinks of it.

I'm going to move back up our folder hierarchy a little bit.

My report is in the folder Traffic Flow, of course, so I'll move up there,

then I'll move up one more to this Airlines.

I want to let Aaron know what's going on .

Let me actually make a comment on one of his reports.

That's going to make sure that he gets a notification about it.

Just open one of his reports and click on Comments here,

and I'll just let him know.

"Aaron, I did a bit of reorganization.

Let me know what you think."

Let's see what Aaron thinks about it.

Thanks, A urora.

If I

want my JMP Live

Instance,

I'm going to see a pop up here in the upper r ight- hand corner

just to say I'm logged in on my computer to the same JMP Live Instance,

a little alert.

When I click on this, I can see that Aurora Tiffany- Davis

added a new comment to a report that I uploaded.

I can click here to go to the report,

and then view the comment that Aurora made.

"I did a bit of reorganization.

Let me know what you think."

I'm just going to say, "This is great, thanks."

I appreciate her helping me out with this.

I can now go in and take a look at the report that she added

I said it was great before I saw it because we're recording a video,

I got a sneak preview.

I suppose in real life, I want to see it first,

so I can know if I'm saying this is great or this is crap,

depending on what I think of Aurora's work, but it is great.

It's uploaded.

It's airline flights going across the country .

Depending on whether the data table that she used for this has dates in it,

I might actually be able to use it to answer the question I had earlier,

which is, are the delays correlated with volume?

Even if it doesn't, it's data that I would like to add

to the project that I created with the airline delays.

What I'd like to do then is create a new project

that contains the delay reports that I made,

plus the traffic flow reports that Aurora made.

On JMP Live,

I can do this automatically.

I just go to the Airlines folder.

I go up here to the Menu bar.

I hit Download as JMP Project,

and JMP Live is going to create a project for me

with this information.

Let's put that on the Desktop, and let's call it Airlines Updated.

When I open this project in JMP,

I'm going to see this file, the project manifest

that JMP Live has had to tell me everything I put in the project,

and in the case that it went wrong, what it couldn't put in the project

that's empty today, which means everything that should have been there was.

I can see the list of reports included.

This is one that I made.

If I click on that, it will open the project.

I can also get them down here because all of these reports and the data

is saved inside the Project Contents.

In fact, it's saved in the exact same folder structure

that Aurora organized it into on JMP Live,

which is useful for me

because now it's in two neat little subfolders.

I can open the air traffic report that she made and return to here.

I can swap out the airlines interactive, just like it was before.

I can add all of this stuff to the work that I did.

I have essentially round trips to Data.

It started on my machine when I made my first two reports.

I upload it to my organization's JMP Live i nstance.

A colleague, Aurora,

was able to see the report that I created,

add to them herself,

reorganize the structure of my end or hers,

and then I was able to, in one step, download the resulting folder

as a JMP project

that I can then continue to work with, analyze, explore, and discover.

Pass it back to Aurora to finish up.

Yeah. Thank you, Aaron.

I hope that the features that we showed you today

can help you to stay organized.

Mostly, I hope that you and your colleagues

are creating so much content in JMP

that staying organized becomes absolutely crucial for you.

There are actually several other JMP Live focused talks during this conference,

so if you're interested in JMP Live, we encourage you to check those out.

Either way, thank you so much for joining us today,

and we hope you have a fantastic rest of your conference.

Bye now.