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 has the interactive capabilities of JMP to explore your data.
Find out more about these 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 as a JMP Live post. Space access determines how people can interact with your posts.
For details about how to publish content from JMP, see Share Reports to JMP Live in the JMP Help.
About JMP Live
In JMP Live, all posts and folders are contained in a space.
Report posts contain a JMP Live report (which can contain data) and data posts contain a JMP Live data table.
You can open posts or folders from any of these locations:
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Home contains all posts in spaces that you have permission to access.
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Featured contains any posts that are featured by a JMP Live administrator.
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Spaces contains the spaces that you have access to and all discoverable spaces.
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Figure 1.1 Report Post in a Space and Folder (Card Format)
Note: Report posts appear in a post summary that is formatted as a card or a list. See Change the Format of Posts.
On the post summary, you see details such as the title, folder name (if applicable), time of last update, space the post is in, the user who published the post, how many views or comments the post has, and more.
To see details about a post:
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From a post, click Details
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From a post summary, click More
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JMP Live Spaces
In JMP Live, all posts and folders are contained in a space:
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When you first log in to JMP Live, a personal space is created for you which you can publish to. In your personal space, you can also edit, replace, or delete your posts.
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The posts and folders that you see depend on which spaces you have access to individually or through or group membership (controlled by JMP Live administrators).
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Spaces are created by JMP Live administrators or users with admin permission on all spaces in JMP Live.
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What you can do in a space depends on the permissions you have in the space. See Types of Space Permissions.
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Permissions to spaces are controlled by a JMP Live administrator or JMP Live users who have administrative access to a space. See Update Users or Permissions in a Space.
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Find out what you can do in JMP Live spaces:
Update Users or Permissions in a Space
In your personal space, you can update users or permissions. In other spaces, only JMP Live admins or users who have administrative access can update users or permissions.
To access permissions, in a space, click Permissions 
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Tip: If you do not see the Permissions icon, you do not have administrative access to the space. To request admin access, contact an admin user listed on the Details page for the space.
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To add users or groups to a space, enter the new group or user and click Add.
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To change permissions for a user or group, 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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To remove a user or group from a space, click Remove
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Types of Space Permissions
A JMP Live admin or JMP Live users who have administrative access to a space can assign the following permissions to any user or group in a space:
View
User can view posts in the space.
Download
User can download data tables and scripts (that are set as downloadable) or can download report posts or entire folders as JMP Projects in the space.
Create
User can create (publish) new posts in the space.
Edit
User can edit all posts in the space, which includes moving posts or folders within the space. To move posts to a different space, the user also needs Delete permission in the space, and Create permission in the destination space.
Note: It is not possible to move folders between spaces.
Replace
User can replace posts in the space.
Delete
User can delete posts in the space.
Data Admin
(JMP Live only) User can manage data tables (update, upload, refresh, assign credentials, set a refresh schedule) in the space.
Space Admin
User can manage the space, add members or groups, delete members or groups, and change permissions on members or groups.
Caution: If you are a space admin and you remove that permission from yourself, only another space admin or a JMP Live admin can add it back for you.
Open a Post or Folder in a Space
You can open folders, report posts, or data posts in your personal space or spaces where you have View permission.
In a space, click Posts 
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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 your personal space or spaces where you have Create permission.
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In a space, click Posts
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At right, click Create 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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Update a Folder’s Details
You can update the title, description, or image thumbnail for folders that you create. You can also update folders in spaces where you have Edit permission.
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In a space, at left, click Posts
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Click a folder.
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At the top, click Details
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To change the title or description:
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Click Edit
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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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Navigate to an image on your computer and click Open.
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Move a Folder
You can move folders that you create. You can also move folders in spaces where you have Edit permission.
Note: It is not possible to move folders between spaces.
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In a space, at left, click Posts
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Click a folder.
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At the top, click More
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Choose the space that you want to move the folder to. You can also choose a folder in the destination space to nest the folder under.
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Click Move.
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See Details For a Space
For any discoverable space, you can see details, such as a description of the space, the space key (for scripting), the space admins, and attributes. You can also see details for spaces where you have View permission.
In a space, click Details .
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Figure 1.2 Space Details
Make a Space Discoverable
If you have administrator access to a space, you can set it to be discoverable or not discoverable. Discoverable spaces appear to all users on the Spaces page.
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 that you create or posts in spaces where you have View permission.
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To open a report post from the Home or Featured pages, click a report title.
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To open a report or a data post from a space:
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At left, click Posts
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(Optional) 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 1.3 Posts in a Space and Folder
Tip: To move between several posts in a folder, use the navigation icons 
. Or using a keyboard, press the Tab key to get to the navigation icons, then press Enter.
. Or using a keyboard, press the Tab key to get to the navigation icons, then press Enter.Open a Post in JMP
If you have JMP and you have a JMP Live connection, you can open a JMP Live post in JMP. From a post, click Open in JMP 
. The content is downloaded to your machine and opens in JMP as a JMP Project. See Download Posts as JMP Projects.
. The content is downloaded to your machine and opens in JMP as a JMP Project. See Download Posts as JMP Projects.Update Post Details
You can update the title, thumbnail image, description, or settings for a JMP Live post that you own. You can also update posts in spaces where you have Edit permission.
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From a post, click Details
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Next to the section that you want to update, click Edit
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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 1.4 Update a Post’s Details
Tip: See also Update a Folder’s Details.
Move a Post
You can move posts that you create. You can also move posts within spaces where you have Edit permission. To move posts from one space to another, you need Edit and Delete permission in the source space and Create permission in the destination space.
Tip: For help with permissions, contact the space admin. You can find out who the space admin is by clicking Details in a space.
in a space.To move a single post, from the post summary, click More > Move post.
> Move post.
Figure 1.5 Move a Post
Move multiple posts at once
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In a space, at left, click Posts
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If the post is in a folder, navigate to the folder.
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Click the Files tab.
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Select the check boxes of the posts that you want to move.
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At the top, click Move posts
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Choose the space that you want to move the folder to. You can also choose a 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 a JMP Live post or folder in spaces where you have View permission.
Tip: In a post summary, you can see how many user comments are on a post next to the Comments icon 
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In a post or folder, click
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Any existing comments appear.
Note: In addition to user comments, you might also see system comments, which are mainly informative. System comments are not included in the comment count.
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In the Write your comment here box, enter a comment. To respond to an existing comment, click Reply and enter a comment.
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Tip: You can use basic HTML, such as bold (<b> or <strong>), italics (<i> or <em>), preformatted (<pre>), or underline (<u>). You can also use markdown, such as headings (#, ##, etc.), bold (**text**), and italics (*text*).
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Click Submit.
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(Optional) To edit or delete your comments, click More
and select Edit or Delete. To delete all comments on a post you own, next to the number of comments, click More > Delete all. |
Assuming that you do not turn off these notifications, you get a notification in these 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 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 Share 
or if you do not see the Share icon, click More > Share.
or if you do not see the Share icon, click More > Share.You can share a post in any of these ways:
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On social media, such as Facebook, Twitter, LinkedIn
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Note: These options do not appear if your JMP Live administrator has disabled them.
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Email or copy a link
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Copy embedded HTML code (for a web page)
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Figure 1.6 Sharing Options
Bookmark a Post or Folder
You can bookmark JMP Live posts or folders in spaces where you have View permission.
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In a post or folder, click Bookmark
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To see all your bookmarked posts and folders, at the top right, click Bookmarks
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To remove a bookmark, click Unbookmark
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Figure 1.7 Example of the Bookmarks Page
Delete Posts
You can delete posts or folders that you published. You can also delete posts or folders in spaces where you have Delete permission. However, you can not 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 More > Delete post.
> Delete post.
Figure 1.8 Delete a Post
Delete several posts or folders
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In a space, click Posts
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Click the Files tab.
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Select the posts that you want to delete. To select all posts, click the box next to Title.
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At the top, click Delete selected posts
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Click Confirm.
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Manage Notifications on Posts
As a JMP Live, depending on your notification settings, you can be notified about comments, changes to posts, changes to your access settings, control chart warnings, and more.
Open or Act on Notifications
To see your notifications, click Notifications 
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To open the source, such as a post, click a notification.
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To clear a notification, click More
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To stop receiving notifications of a certain type, click More
> Stop receiving <type> notifications. |
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To mark all notifications read, click Mark All as Read
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To remove all notifications, click Clear All
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To change your notification settings, click Settings
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To see all notifications in a larger window, click See All.
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Change Notification Settings
Access your notification settings in either of these ways:
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At the top right, click your user icon > Settings. At left, click Notifications
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Click Notifications
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Enable or disable notifications. If you enable a notification, choose how often you want to be notified.
Figure 1.9 Notification Settings
Tip: To sort notifications by ascending or descending order, click the arrow next to Notification.
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 associated with a post can include data tables, scripts, maps, or images.
You can download posts or folders that you published as JMP Projects. You can also download posts or folders in spaces where you have Download permission as JMP Projects. However, you can not download posts that have been set to disallow downloading.
Download a post or folder as a JMP project
From a post or folder, click More > Download as JMP project.
> Download as JMP project.
Note: If you can not access this option, your JMP Live admin might have disabled downloading. Contact your admin.
For details about projects, see Work with Projects in the JMP Help.
See Post Accesses
To see who has accessed a JMP Live post or a folder that you created, from a post or folder, click More > Advanced > View accesses.
> Advanced > View accesses. For a single post or folder, you can see the following details:
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who has accessed the post or folder
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whether the person viewed the post or folder
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whether the person downloaded the post or folder
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when the person accessed the post or folder
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Flag Posts or Users
If you think a JMP Live post or user profile contains inappropriate content, you can flag it to the JMP Live administrator:
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Do one of the following actions:
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To flag a post: On a post summary or from a post, click More
> Flag as inappropriate. |
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To flag a user profile: From a user profile, click More
> Report user. |
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(Optional) Add comments to explain the issue.
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Click Submit.
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Here is what happens when a post or user profile is flagged:
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JMP Live administrators determine whether a flagged post should be cleared (the flag removed), hidden, or removed, and whether a flagged user profile should be cleared or hidden.
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If the JMP Live administrator hides or removes a flagged post, or hides a flagged user profile, the owner of the post or the flagged user is notified (if they have not turned off notifications for flags). For hidden posts or users, the owner or user can attempt to fix the problem and let the administrator know. The administrator can then reinstate the post or user if they approve.
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Change the Format of Posts
At the top right, click an icon to change the format of JMP Live post 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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See Performance Metrics on a Report Post
From a post, at top right, click More > 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 More > 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 ID for Scripting
From a post, at top right, click More > Advanced > Copy ID to clipboard. You can also copy the post ID from the Details panel. The post ID is used for JSL scripting.
> Advanced > Copy ID to clipboard. You can also copy the post ID from the Details panel. The post ID is used for JSL scripting.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 1.10 See a Data Point’s Values
Figure 1.11 See an Explanation of a P-Value Calculation
Tip: To hide or show reports and graphs, at the right of a title, click or tap the arrow.
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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On a computer
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On a mobile device
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Select or deselect a single data point
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Click a data point.
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Tap Select One Object
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Select or deselect multiple data points
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Hold down the Shift key and click multiple data points.
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Tap Select Multiple Objects
 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 Identify Objects
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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 Select Multiple Objects
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 Magnifier
 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 in 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.
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Tap Magnifier
and pinch zoom. |
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Pan in a graph
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Click Grabber
 and click and drag in the graph. Or, press Alt and click and drag in the graph. |
Tap Grabber
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.
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Scale axes
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Click at either end of an axis and drag.
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Touch either end of an axis and drag.
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Return axes or graphs to their original state
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Press Alt and double-click in the graph, or click More
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Double-tap in the graph, or tap More
> 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 1.12 Select Data in Linked Graphs
In this example, a histogram bar in the top graph is selected. The corresponding rows are highlighted in the scatterplot and in the marginal histogram.
Exclude and Hide Data in Graphs
Once you have selected data in a JMP graph, you can exclude it from report calculations and hide it in graphs. Reports and graphs automatically update.
Figure 1.13 Report Menu Options
To exclude and hide data, right-click in the graph, or use the options in the More menu on the right:
menu on the right:
Note: If the report contains a Local Data Filter, most of these options do not appear, since you use the Local Data Filter instead.
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Exclude and hide selected rows: Excludes and hides selected data.
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Include and show all rows: Includes and shows any excluded or hidden data.
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Invert row selection: Changes the current selection to the deselected data.
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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 1.14 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 this 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, see Using JMP.
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) Only filtered rows are included 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.
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Click Auto Update to deselect this option.
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Make your changes to the local data filter.
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The graphs do not update as you make your changes.
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Click Update.
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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 this example, using Fisher’s Iris data, the JMP report post includes a Column Switcher and a Local Data Filter.
Figure 1.15 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 1.16 Updated Selections
Here, 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 containing 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:
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The publisher of the post
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Users who subscribe to warnings for a space, folder, or post
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Users who are members of a group with control chart warnings enabled
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Depending on individual settings, notifications appear in JMP Live and via email. Email notifications contain more detail about the warnings. See Manage Notifications on Posts.
Subscribe to warnings
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In a space, folder, or post containing control charts, click More
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Click to subscribe to control chart warnings in a space, folder, or on a post.
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Enable or disable warnings
You can enable or disable warnings on posts that you own or posts in spaces where you have Edit permission.
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In a report post that contains a control chart, click Details
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Next to Warnings, click the switch to turn them on or off.
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(Warnings on only) If the report post has active warnings, choose whether to notify people about these warnings.
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See details about warnings
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In a report post or from a thumbnail, click Warnings
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You might need to click Expand to open the Warnings pane.
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Figure 1.17 Example of Control Chart Warnings
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(Optional) For more detailed information, click Open Log.
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To copy the log information, click Copy 
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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. Any warnings in JMP Live appear as captured when the data was originally published.
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 1.18 Change the Marker Size
The options in this menu can vary depending on the type of graph or JMP platform. For example:
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In scatterplots and histograms, you can change the marker size.
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In profilers, you can reset the profiler to its original state, or re-scale the vertical axis to include the response.
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In data filters, you can choose how you want to filter data.
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In bubble plots, you can change the appearance of the bubbles, add a time label, or change the aggregation method.
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JMP Live Data
Find out what you can do with data in JMP Live:
View a Data Table
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In a space or folder, click the Files tab.
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Click a data post
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Click View Data.
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Figure 1.19 Example Data Table
In the Columns panel, you can do any of these actions:
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hide or show columns by selecting them and then clicking Apply
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search for a column, or filter columns
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see information about a column
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Tip: See also JMP Live Posts.
Download Data or Scripts
When you publish content to JMP Live, you can specify whether to allow users to download the data and script associated with the post. You can also change the download setting from a JMP Live post.
You can download data that you published. You can also download data in spaces where you have Download permission. However, you can not download posts that have been set to disallow downloading.
Change the download setting from a post
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In a post, click Details
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Under Settings, next to Allow download, click Edit
. |
Note: If you can not access this option, your JMP Live admin might have disabled downloading. Contact your admin.
|
3.
|
Select or deselect Allow download.
|
For a report post, this option impacts the associated script. For a data post, this option impacts the associated data.
|
4.
|
Click Save.
|
Download data or scripts
|
5.
|
In a post, click Details
. |
|
6.
|
Under Data Table or Script, click Download
 or More > Download. |
|
7.
|
(Optional) To copy a script, click Copy
. |
Note: If the publisher chose not to allow downloading, the Script pane and download options do not appear to other users.
Update Data
If the data associated with a report post changes, you can update the data in JMP Live without republishing. The report post updates automatically once the data is updated.
You can update data that you published. You can also update data in spaces where you have Data Admin permission. The data must also be set to downloadable.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Click Update Data.
|
|
4.
|
Click Attachment
 . |
|
5.
|
Navigate to the updated data table on your computer and click Open.
|
|
6.
|
Click Submit.
|
|
7.
|
(Optional) To undo the update and revert to the previous version, click Undo Recent Updates, and then click Revert.
|
Schedule Data to Refresh
In JMP Live, you can schedule data to refresh in spaces where you have Data Admin permission.
|
1.
|
Create a refresh script to generate the data table. See Create a Refresh Script.
|
|
2.
|
(Optional) Add and assign any required credentials. See Assign Credentials.
|
|
3.
|
Turn on the refresh. See Refresh Data on Demand.
|
|
4.
|
Schedule the data to refresh at intervals. See Schedule a Refresh.
|
Create a Refresh Script
Create a refresh script that creates and returns a data table. Your script can include JSL commands to perform actions on the data such as recoding and so on.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Click Settings.
|
|
4.
|
Create the refresh script using JSL.
|
|
5.
|
Next to Refresh Script, click Edit.
|
|
6.
|
Paste your refresh script.
|
|
7.
|
Click Save.
|
|
8.
|
Under Refresh Settings, turn on Refreshable.
|
Figure 1.20 Example of a Refresh Script
Add or Update Credentials
|
1.
|
At the top right, click your user icon > Settings.
|
|
2.
|
At left, click Credentials
 . |
|
3.
|
To update credentials:
|
|
–
|
Click Edit
. Update the credential name. Click Update credential to modify the user name and password. |
|
–
|
To delete a credential, click Delete
. |
|
4.
|
To add a new credential, click Add stored credential
 . |
Figure 1.21 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 the user name and password for the credential.
|
|
7.
|
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 and are not visible.
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Make sure you have created a refresh script. See Create a Refresh Script.
|
|
4.
|
Next to Assigned Credentials, click Assign.
|
Figure 1.22 Assign an Existing Credential
|
5.
|
To create a new credential, click Add stored credential
. Name the credential, enter the user name and password, and click Save. See Add or Update Credentials. |
|
6.
|
Select the credential that you want to use.
|
|
7.
|
(Optional) Click Set as default to make the credential available in the refresh script.
|
|
8.
|
Click Save.
|
Refresh Data on Demand
|
1.
|
In a space or folder, click the Files tab.
|
|
2.
|
Click a data post
. |
|
3.
|
Click Settings.
|
|
4.
|
Make sure you have created a refresh script. See Create a Refresh Script.
|
|
5.
|
If your data comes from a third party and uses credentials, make sure you create and store the credentials in JMP Live. See Assign Credentials.
|
|
6.
|
Click Refresh Data > Confirm.
|
Schedule a Refresh
You can schedule data to refresh as frequently as every 5 minutes, or as infrequent as once per week. You can also have several schedules for a data post. For example, one schedule might be to refresh the data every Tuesday at 9pm, and another schedule might be to also refresh the data hourly every Friday from 8am until 5pm.
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.
|
Make sure you have created a refresh script. See Create a Refresh Script.
|
|
5.
|
If your data comes from a third party and uses credentials, make sure you create and store the credentials in JMP Live. See Assign Credentials.
|
|
6.
|
Next to Refresh Schedules, click Create.
|
Figure 1.23 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 11:59pm on the day.
|
|
8.
|
Click Save.
|
|
9.
|
Under Refresh Schedules, you can enable, edit, or delete a schedule.
|
Example of Refreshing Data
This example contains the following steps:
Import the Data and Create a Report in JMP
|
1.
|
Use Query Builder to import data from a database into a JMP data table. For details, see the section on building SQL queries in the Using JMP book.
|
Figure 1.24 Example of Imported Data with Source Script
The resulting data table contains a Source script that gets the data again without running Query Builder. This Source script can be used to create the refresh script.
|
2.
|
Create a report based on this data. This example creates a Distribution report for several variables.
|
Figure 1.25 Distribution Report
|
3.
|
Publish the report and associated data (and Source script) to JMP Live.
|
Create a Refresh Script in JMP Live
|
1.
|
Open the data in JMP Live and click the Settings tab.
|
Figure 1.26 Settings Tab for Data in JMP Live
The Source Script panel contains the Source script from the data table.
|
2.
|
Next to Source Script, click Copy.
|
|
3.
|
Next to Refresh Script, click Edit.
|
|
4.
|
Paste the Source script that you copied.
|
|
5.
|
Edit the Source script as follows:
|
|
–
|
At the beginning of the script, add dt = before New SQL Query.
|
|
–
|
At the end of the script, add a new line with dt;.
|
|
6.
|
Click Save.
|
|
7.
|
Click Refreshable to turn it on.
|
Create and Assign Credentials in JMP Live
Notice that in the Source and Refresh scripts, your user ID and password for the database are replaced with %_PWD_% and %_UID_%. You need to create and assign your database credentials, which are then substituted into the PWD and UID placeholders when the refresh script is run. JMP Live securely stores these credentials in its own database.
|
1.
|
Next to Assigned Credentials, click Assign.
|
|
2.
|
Click Add stored credential
. |
|
3.
|
Add an identifying name for the credential and your user ID and password for the database. For details, see See Assign Credentials.
|
|
4.
|
Click Save.
|
|
5.
|
Select the new credential and click Save.
|
|
6.
|
Click Refresh Data > Confirm.
|
Create a Schedule to Refresh Data in JMP Live
|
1.
|
Next to Refresh Schedules, click Create.
|
|
2.
|
Under Start Time, click the box and change the time. In this example, the time is set to 5pm.
|
|
3.
|
Under Runs On, click the days that you do not want the refresh to run. In this example, S and S (Saturday and Sunday) are deselected.
|
Figure 1.27 Create a Refresh Schedule
|
4.
|
Click Save.
|
This refresh script runs every weekday at 5 pm. The data and any reports that use the data are refreshed and recalculated.
Tip: To see the results of a refresh, click the History tab. You can see when the script ran and if it was successful.
Search JMP Live
To search all of JMP Live for posts, users, or spaces, enter a keyword in the search box at top right. Click Posts, Users, or Spaces to see specific types of results.
Figure 1.28 Example of Searching by Keyword
Here are some things that you can do 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 title.
|
|
•
|
To bookmark a post, click Bookmark
. |
|
•
|
To flag a post as inappropriate, click More
> Flag as inappropriate. |
|
•
|
To copy the post ID for scripting, click More
> Copy ID to clipboard. |
|
•
|
To move or delete a post that you own, click More
> Move post or Delete post. |
Users
|
•
|
To follow a user, click Follow.
|
|
•
|
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 on JMP Live posts or spaces.
Filter Posts
|
1.
|
Click Home.
|
|
2.
|
At the top right, click Filters
. |
Figure 1.29 Filter Options on Posts
|
3.
|
Enter any combination of keywords, user or space names, or dates.
|
|
4.
|
Click outside of the Filters pane to see the results.
|
|
5.
|
To stop filtering, click Clear Filters.
|
Filter Spaces
|
1.
|
Click Spaces.
|
|
2.
|
At the top right, click Filters
. |
Figure 1.30 Filter Options on Spaces
|
3.
|
Enter keywords in the Find text box. You can also select a space type.
|
|
4.
|
Click outside of the Filters pane to see the results.
|
|
5.
|
To stop filtering, click Clear Filters.
|
Update Your JMP Live Profile or Settings
You can update the following aspects of your profile or JMP Live settings:
Update Your Profile Picture or Display Name
|
1.
|
At the top right, click your user icon > Settings.
|
|
2.
|
Next to Avatar, click Edit
> Upload new avatar or Reset to default. |
|
3.
|
Next to Display Name, click Edit
and enter and save your new name. |
Note: The ability to edit your display name depends on your authentication settings.
Figure 1.31 Edit Your Profile Picture or Display Name
Verify your account details
|
1.
|
At the top right, click your user icon > Settings.
|
|
2.
|
Verify your login name or the email associated with your account.
|
|
3.
|
(Local authentication method only) Verify or change your password.
|
Change Your Language
At the top right, click your user icon > Language and select a language.
Change the Theme to Dark or Light Mode
To change the theme from light mode to dark mode, at the top right, click your profile picture > Dark mode.
Figure 1.32 Change the Theme
Get an API Key for Scripting
Before you can use scripting to publish content to JMP Live, you might need an API key. (JMP Live administrators determine whether an API key is required for scripting.) An API key is unique for a user and a JMP Live server.
Caution: If you are updating an API key, it overrides the existing key. That means that any existing scripts that use the old key must be updated to use the new key.
|
1.
|
At the top right, click your user icon > Settings.
|
|
2.
|
Under API Key, click Generate New API Key
 . |
You can also view your API key or copy it for inclusion in JSL scripts.