Creating Custom Drill Down Graphs to Enhance Interactive Reporting

gail_massari

This video was updated in October 2024.

 

When you hover over a visual element in a graph, usually you see a basic description of the data point in a Hover Label. You can also easily add one or more levels of interactive graphs with data point infomation to a Hover Label using Graphlets. These drill-down graphs are predefined and editable. Note: Hover Labels are saved to interactive html. Drilling into Graphlets requires JMP or JMP Pro, so Graphlets are available when you save to formats that include JMP data, like JMP Projects, Journals and Applications.  Custom drill-down graphs are not available when you save and share interactive html outside of JMP.

 

 See how to:

• Understand and view samples of JMP Hover Labels

• Use hover labels in Graph Builder drill-down graph sequences of pop-up information about data points

• Build drill-down graphs for airline data

• Use Graph Builder and Selected Formula to Locate points on one graph and compare to rest of the group on another graph

• Edi Gridlets to remove data from drill-down graph

• Define the drill-down views by building the views from the bottom up (starting with last graph in drill-down sequence first) similar to nesting Russian dolls

• Use Textlet Editor
• Label Columns & Rows
• Effectively use Column Switcher, Local Data Filter,& Global Data Filter
• Bonus: Using Row States
  
  

Lovy also demonstrated a  data filter tip tip that is not diretly related to this topic, but useful for managing select data in tables with lots of variables/columns:

 

See Lovy Singh's short video on saving nested graphs.

 

Questions answered at live webinar by Lovy Singh @Lovy_Singh and Mark Zwald @Mark_Zwald at the live 2024 webinar:

 

Q: What is the best way to get the hover labels to show up in cut and paste operations?

A: Selection tool > Copy > Paste Special (enhanced metafile) would give the best quality result. Or save to PowerPoint.

 

Q: in the columns setting, there was a setting to define the subtype for numeric columns. (e.g. 1 byte integer). How can I use this feature?

A: For Character data types only, select or change the subtype of a character column, which determines if JMP uses compact character columns to save space on disk and in memory. See Compact Character Columns Documentation. For Numeric -1 byte integer, choosing type would depend on your goal.  The numeric to character relationship is described here. It would depend on the problem you are trying to solve.

 

Q: How do hover labels interact with local data filter?

A: Hover labels are using the local data filter to create the new visual on the subset of data you are selecting from the main graph.

 

Q:  Is there a fast way to add  to the without the need to type the exact name?

A: Use the Hover Label Editor.

 

Q: Can images be added as hover labels?

A: Yes, you can add static images or interactive graphs.

 

Questions answered at previous live webinars on this topic:

 

Q: How did JMP know Month and Day were hierarchical and to display them when choosing a line graph instead of some other variable on the x axis?

A: JMP is looking by default for the next column in the data table. There is a column property to define the hierarchy called "Next in Hierarchy".

 

Q: How do you have the column details (column name and distribution bar graphs) show on top of the table?

A: The header graphs you are seeing at the top of the table can be turned on by clicking the histogram icon (grey-green icon in the upper left of the data table near red triangle) with JMP 15 or newer.

 

Q: The standard data set for airline incidents doesn't have "Last[Location]". How did you get that column?

A: From my Location column, R-click, then choose New Formula Column>Character>Last Word.  Then the last work gives you a column with State Abbreviations.

 

 

Using Formua to Create a Last Word Column

 

 

 

Q: Is my understanding correct that the nested graphs are pasted as pictures in clipboard. Are they  interactive?

A: The drill down graph becomes interactive when you click on the hover label of the graph and then it becomes a full size graph in Graph Builder, Tabulate or any other platform that you choose.

 

Q: Can you use the selected column to choose what is shown in tabulate?

A: Yes, there are ways to choose what is shown in Tabulate. There is a column property called "Next in Hierarchy" to choose which column appears next. There is also the ability to copy a graph to the clipboard and choose Paste Graphlet to add a custom tabulate as the next view.

 

Q: After a graph has been created (let's say a time series),  and you use the zoom/magnifier tool to check a specific portion of the graph, how do you zoom out back to the original X and Y values when the graph was created (not using Windows zoom out)?

A: If you ever get lost anywhere in your axis views (in Y or X) in GB you can  Right-Click on the axis, and select Revert Axis and it will take you back to default original view.

 

Q: In addition to the drill-down graph, how can I plot data from each city on a separate graphs?

A: That basic Graph Builder question is covered in this video and documentation. https://community.jmp.com/t5/Mastering-JMP/Understanding-and-Analyzing-Information-Using-Graph-Build...

 

Q: In a presentation, can you link a chain of graphs and click to show without going through several steps in JMP. Just like autoplay?

A: JMP doesn’t currently do this.  You can post the suggestion to the JMP Wishlist.

 

Q: Can hover graphs on one Graph come from separate, open tables?

A: No. You would have to combine the data into one table.

 

Q: When the graph is saved in PowerPoint, will all the drill-down plots be saved there too?

A: No, PowerPoint doesn’t support that level of interactivity.

 

 

 

Using Column Order to determine what goes on drill-down graph

Next in Hierarchy Column Property

Save Script to Clipboard to start nesting graphlet Hover Label code

Paste Graphlet Code to Build Hover Label Code for Graph

Resources

• Documentation on interactively using Hover Labels
• Information on customizing Hover Labels, including using Textlets to add formatted text to Hover Labels

• Advanced Hover Label Extensions Exercise. Requires some JMP Scripting Language (JSL).

• Label Viewer Add-In

hogi

Can hover graphs on one Graph come from separate, open tables?

Even the impossible is possible in JMP

Names Default to Here(1);
Open( "$SAMPLE_DATA/Big Class Families.jmp" );
dt = Open( "$SAMPLE_DATA/Big Class.jmp" );
Graph Builder(
	Variables( X( :height ), Y( :weight ), Overlay( :sex ) ),
	Elements( Points( X, Y, Legend( 1 ) ), Smoother( X, Y, Legend( 2 ) ) ),
	SendToReport(
		Dispatch( {}, "Graph Builder", FrameBox,
			{Set Graphlet(
				Picture(
					Data Table( "Big Class Families" ) <<
					Graph Builder(
						Variables( X( :picture ), Y( :pet ) ),
						Elements( Points( X, Y, Legend( 3 ) ) )
					)
				)
			)}
		)
	)
);