topic Re: How to display dynamic Data Filter in JMP Live? in Discussions

How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Wed, 10 Dec 2025 15:19:17 GMT

We are currently using a custom UI for local setup, but now we want to have a similar setup on JMP Live.

I realized that JMP Live doesn’t work with custom UIs. What options do I have to achieve the same or a similar result?

The current UI filters and creates subsets in a specific format for the end user.

Is it possible, through Data Filter or some other method, to achieve the same functionality on JMP Live? I tested this with Big Class.jmp, but it only uploads and displays the data table on JMP Live, without applying the filtering.

dt = Open("$SAMPLE_DATA/Big Class.jmp");

dt << Data Filter(
Add Filter(columns(:sex, :age))
);

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Wed, 10 Dec 2025 15:16:55 GMT

This is our current workflow and UI which we are using internally(locally).

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Wed, 10 Dec 2025 15:17:53 GMT

This is our current workflow and UI which we are using internally(locally).

Re: How to display dynamic Data Filter in JMP Live?

Justin_Chilton — Wed, 10 Dec 2025 15:27:59 GMT

What version of JMP Live are you using? We added the ability to edit the report regeneration script in 19, which allows you to customize your UI more than before. Without seeing it, I am not sure if everything in your custom UI would work automatically when interacting with the data filter.

Here is the docs for editing regeneration scripts: https://www.jmp.com/support/help/en/19.0/jmplive/jmplive.shtml#2667989

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Wed, 10 Dec 2025 16:59:39 GMT

I am using the Latest JMP 19.

In my current UI which is not on JMP Live. We have custom conditional dropdowns which we are using as filters and we also have some radio buttons which we are using to decide what kind of subset we wanted to generate.

So filters(dropdowns)+ radio button = Subset Table (In simple words)

The data that we have is more than 50K+.

I tried Data Filter with Tabulate so it is extremely slow on JMP Live. I was wondering what other approaches/solution that I can try to achieve similar thing.

Re: How to display dynamic Data Filter in JMP Live?

Justin_Chilton — Wed, 10 Dec 2025 18:48:54 GMT

We have had similar requests for something like this in the past. I have updated our internal feature request with your desire.

Unfortunately, the only possible solution I have for you at the moment would be if there were logical separations you could make to the data to split up the reports into multiple reports. You could use the separate reports as different views into the data for a grouping. This may or may not be feasible depending on the complexity of your filters.

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Thu, 11 Dec 2025 14:35:04 GMT

Since radio buttons are not possible I am now focusing to have separate reports but still there are issues.

I tried using the Data Filter with Tabulate, but it only works when both are tied to the same data table. If the filter is applied to one table (Table A) and the tabulate is built from another table (Table B), the link breaks — the local data filter doesn’t control the second table.

In JMP Live, I’d like to know if it’s possible to set up a Local Data Filter on Table A, and then have the user’s filter selections automatically drive what is displayed from Table B. For example:

User filters Table A by Department and Project
Table B then shows all rows that match those selections, with additional columns such as Result and Date

Right now, this doesn’t seem to work. It feels like JMP Live forces you to use Tabulate, which complicates things, when it would be much simpler if JMP allowed a Data Filter to directly drive filtered data across tables without requiring Tabulate

Re: How to display dynamic Data Filter in JMP Live?

danschikore — Thu, 11 Dec 2025 16:27:55 GMT

Can you use Virtual Join to link the two tables together? The example below uses 3 tables that are joined, with customer information linked by the :Customer ID column, and movie information linked by the :Item Number column. The Tabulate uses all 3 tables, summarizing the rental information with filters available on customer demographics.

NamesDefaultToHere(1);
dt_customers = Open( "$SAMPLE_DATA/Movie Customers.jmp", Invisible );
dt_inventory = Open( "$SAMPLE_DATA/Movie Inventory.jmp", Invisible );
dt_rentals = Open( "$SAMPLE_DATA/Movie Rentals.jmp" );
dt_rentals << Tabulate(
	Show Control Panel( 0 ),
	Add Table(
		Column Table(
			Grouping Columns(
				:"Rating[Item Number]"n
			)
		),
		Row Table(
			Grouping Columns(
				:"Genre[Item Number]"n
			)
		)
	),
	Local Data Filter(
		Mode( Show( 0 ) ),
		Add Filter(
			columns(
				:"Gender[Customer ID]"n
			),
			Where(
				:"Gender[Customer ID]"n == "F"
			)
		)
	)
);

Re: How to display dynamic Data Filter in JMP Live?

LuizaFabreti — Mon, 15 Dec 2025 11:30:44 GMT

The solution from @danschikore will also work in JMP Live.

When refreshing the data via script in JMP Live, make sure to include the virtual join column properties in the script.

Following the example, in the Movie Rentals data script:

:"Customer ID" << Set Property( "Link Reference", Reference Table("Movie Customers.jmp") );
:"Item Number" << Set Property( "Link Reference", Reference Table("Movie Inventory.jmp") );

In the Movie Customers:

:"Customer ID" << Set Property( "Link ID", 1 );

An in the Movie Inventory:

:"Item Number" << Set Property( "Link ID", 1 );

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Tue, 16 Dec 2025 16:00:10 GMT

For the refresh data in JMP Live. How does the ODBC works? Do we need to make some configuration as I am getting the Data source name not found and no default driver specified error. While same script works locally by fetching data from the database.

And for the refresh data the returned data must always be in the data table format to work.

Re: How to display dynamic Data Filter in JMP Live?

Eric_Hill — Mon, 05 Jan 2026 21:25:39 GMT

Hey, @OddsDeer284888 ,

For ODBC to work in JMP Live, the ODBC connection needs to use a DSN-less connection. If you publish a data table from JMP that has a source script that uses ODBC, that script will automatically be modified during the publish process to use a DSN-less connection (so it will have driver/server in it rather than a DSN). That's step one. Then, when you make a refresh script for that data table, if you start from the source script, you'll be most of the way there. You will probably have to attach credentials to it.

Step two is to make sure that the ODBC driver that the script uses is installed on the computer that is running the JMP Pool. You may need to talk to your JMP Live administrator about making that happen.

If you run into further problems getting this to work, start a case with JMP Tech Support and we'll make sure to help you get it working.

Good luck,

Eric Hill

Re: How to display dynamic Data Filter in JMP Live?

Bobby_Riggs — Tue, 06 Jan 2026 19:50:57 GMT

Hello,

You need to ensure that the server where JMP Live resides has the same exact DSN and Driver installed on it that you have setup on your machine. You'll need to work with your internal JMP Live support team to have them install the driver.

HTH,

Bobby

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Wed, 07 Jan 2026 14:42:56 GMT

Hi,

thank you for your comment.

Did you mean the script that the JMP Live auto generate for the Data Table after we publish the data to JMP Live?

And do you have an example code for the dsn-less query to make connection or test connection for the data refresh?

As with local JMP we are querying it directly like this:

::DB_CONNECTION_STRING = "DSN=testConnection";

    dt_results = Open Database(
        DB_CONNECTION_STRING ,
        "SELECT 
            *
        FROM TestTable
        WHERE key IS NOT NULL",
        "Test Table"
    );

What exactly needs to be included in the DSN‑less connection string?
Or should we rely on the auto‑generated refresh script that JMP Live creates during publishing?

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Wed, 07 Jan 2026 15:18:18 GMT

Open Database(
	"DSN=testConnection;",
	"SELECT 
                *
            FROM TestTable
            WHERE key IS NOT NULL",
	"Test Table"
);

this is the example script that the Source generates.

if we wanted to utilize the above script and use variable instead then the correct format to pass the credentials would be like this? Or is their anythign else needs to be added?

::DB_CONNECTION_STRING =
"DSN=testDSN;" ||  // same name as DSN in the credentials  
"UID=%_UID_%;" ||
"PWD=%_PWD_%;";

Re: How to display dynamic Data Filter in JMP Live?

OddsDeer284888 — Wed, 07 Jan 2026 15:20:32 GMT

If the JMP Live server has also the same DSN and Driver installed then is there anything specific needs to be passed in the query to get up-to-date data over there?

Re: How to display dynamic Data Filter in JMP Live?

LuizaFabreti — Mon, 12 Jan 2026 14:35:18 GMT

You'll need to pass the DB name, driver, port, server and user credentials (as placeholders).
Here's an example script to query data:

dt = New SQL Query(
       Connection(
			"ODBC:DATABASE=placeholder;
			DRIVER={placeholder};
			PORT=placeholder;
			PWD=%_PWD_%;
			SERVER=placeholder;
			UID=%_UID_%;"
       ),
       QueryName( "placeholder" ),
       Select,
       From( Table( "placeholder", Schema( "placeholder" ) ) )
) << Run Foreground;
 
dt;