Example of Workflow Builder
This example creates a workflow that does the following:
• Opens a data table
• Prepares the data by adding a new formula column, changing a column name, and formatting values
• Builds a table showing bill amounts by server by day of the week
• Builds a graph showing tip percentages by credit card type
Start Recording and Open Data
1. Select File > New > Workflow (Windows) or File > New > New Workflow (macOS).
2. Click 
to start recording your actions.
Tip: This example starts recording before performing any steps. However, you can capture steps after you have performed them. See JMP Log History.
3. Select Help > Sample Data Folder and open Restaurant Tips.jmp.
Notice that a step to open the data table is recorded in the Workflow Steps.
Prepare Data
To illustrate data preparation steps, create a new Tip Percent column.
1. Highlight the Bill Amount and the Tip Amount columns, right-click on the column headings and select New Formula Column > Combine > Ratio (reverse order).
2. Format the new formula column that you added to the table:
a. Highlight the Tip Amount/Bill Amount column and select Cols > Column Info.
b. Change the Column Name to Tip Percent.
c. Next to Format, click Best and choose Percent and set the Dec to 1.
d. Click OK.
Build a Table
1. Click Analyze >Tabulate.
2. Drag Day of Week to the Drop zone for rows.
3. Drag Bill Amount into the values under N.
4. Click Done.
Figure 12.2 Table of Bill Amounts by Day
Notice that this step is not yet recorded in Workflow Builder. The step does not appear until you confirm that you are finished.
5. To confirm that the analysis is complete, close the Tabulate window.
Tip: If you were not actively recording your steps, use Save Script > To Workflow from the platform’s red triangle menu to add the step to the Workflow Builder.
Build a Graph
1. Click Graph > Graph Builder.
2. Drag Credit Card to the X axis.
3. Drag Tip Percent to the Y axis.
4. Hold the shift key and click the Box Plot element
.
5. Click Done.
Again, the step is not yet recorded in Workflow Builder.
Figure 12.3 Graph Builder For Tip Percentage by Credit Card Type
6. To confirm that the graph is complete, close the Graph Builder window.
Stop Recording and Test the Workflow
Tip: You can perform these steps to test your workflow anytime. You can continue to edit the workflow after testing.
1. Click 
to stop recording.
2. Click the Workflow Builder red triangle and select Presentation Mode.
Figure 12.4 Workflow Builder in Presentation Mode
3. Click 
to reset. This closes any open windows and resets the workflow to the start.
Note: The reset button closes only those windows opened by the workflow.
4. Click 
to test the workflow.
Save the Workflow
1. Click File > Save.
JMP Workflows have the extension .jmpflow.
Tip: To add steps to a saved workflow, open the workflow in JMP and simply start recording again.
Share the Workflow
To share a workflow with another JMP user, create a workflow package. The package contains the workflow and associated files. The file is a *.jmpflow file.
1. Click the Workflow Builder red triangle and select Create Workflow Package.
2. Select Presentation Mode to have the workflow open with the Log History closed.
3. Confirm the inclusion of the data sources. To send a copy of the associated data, keep the box selected.
If you do not include a copy of the data, anyone that you share the workflow with is prompted to open a data table. The data table must be compatible with the workflow, otherwise the user could encounter errors.
Note: When data is on a shared drive, it might not be necessary to include the data sources in your workflow package.
4. Click OK.
On your computer, navigate to where you saved the workflow package. You can send this package to any JMP user.