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Pushing the Limits of the Workflow Builder - (2023-US-PO-1487)

Introduced in JMP 17, the Workflow Builder automatically captures and replays data analysis tasks in JMP. From saving time on repetitive tasks to helping organizations set up standard methods for analysis, the Workflow Builder has easily proven to be one of the best new features in recent years. But what happens if we push the Workflow Builder a little harder? Can we extend it to do branching or interactive tasks without too much scripting? As a matter of fact, we can -- and this poster shows how to do it.

 

Shamelessly stealing the idea from the ever-popular “Pictures from the Gallery” Discovery presentations, this poster highlights a series of workflows, each with their own challenges and how to overcome them. There is minimal scripting (mostly copy/paste) used in conjunction with some of the workflows. You can interact with all of the workflows at the poster kiosk and then take them home with you by downloading the file below.

 

Download the Workflow Builder Poster Materials below, unzip everything to a folder, then open the Workflow Builder Journal file. This file has everything you need to walk through all the exercises on your own, including instructions and the final product if you get stuck.

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Okay,  well,  thank  you  for  taking the  time  to  look  at  this  video.

For  Discovery  this  year, I've  prepared  a  series  of  workflows  that

go  a  little  bit  beyond  what the  Workflow  Builder  can  normally  do

and  require  just  a  little bit  of  modification.

In  fact,  I've  arranged  them

in  an  order  that  should  be fairly  simple  to  understand.

It  goes  from  the  really  simple

workflows  at  the  top  to  the  more complicated  workflows  at  the  bottom.

From  left  to  right,

the  order  goes  from  not  needing  any additional  work  or  scripting  at  all

to  maybe  a  tiny  bit  of  scripting,  and  then a  little,  we'll  call  it  some  scripting.

Most  of  the  scripting  in  here, though,  is  copy-paste.

The  assumption  here  is  that, people  who  are  using  this  journal

and  interacting  with  it  don't  have  a  lot of  experience  scripting,

but  they  have  come  to  a  place in  the  Workflow  Builder

where  they  want the  Workflow  Builder  to  do

something  a  little  bit  different  or  more, and  they're  just  a  little  bit  stuck.

The  notion  here  is  to  have  an  interactive set  of  exercises  that  you  can  practice

and  build  a  skill  set  with.

To  start  though, the  first  thing  you  would  need  to  do  is

there's  this  button  up  here called  Prepare  files  on  desktop.

If  I  push  that,  that  is  going  to  put four  different  files  on  the  desktop.

Those  are  just  files  that  we  will  need

as  you're  going  through these  different  activities.

I  want  to  walk  you  through the  introduction  really  quickly  as  well.

Essentially,  like  I  said, if  something  goes  wrong,

it's  most  likely  that  you  need  to  push that  prepare  files  on  desktop  button.

Just  be  aware  that  it's  there.

The  workflows,  we  talked  a  little  bit

about  the  way  that  they  work in  terms  of  their  complexity.

My  best  guess  is  that,

most  people  will  get  the  most  value from  this  section  of  the  workflows

because  this  workflow  here is  what  you're  already  doing

with  the  Workflow  Builder, and  then  this  one  is  rather  complicated.

Again,  in  this  middle  section  here

is  where  you're  probably  going  to  have the  most  fun  and  do  the  most  learning.

But  each  of  the  Workflow  Builders has  three  buttons  included  with  it.

The  first  one  is  this  Workflow  Builder  as Recorded  button,

and  it's  basically  just

the  Workflow  Builder  as  it  started

and  as  I  was  able  to  record my  steps  doing  the  workflow,

and  then  at  some  point, the  Workflow  Builder  stops.

That's  the  beginning.

Then  there  is  an  instructions  button

n  the  middle,

and  that  pops  up  a  new  window

with  an  overview  of  basically  how that  workflow  was  created,

an  understanding  of  what  needs  to  change from  a  philosophical  standpoint,

and  then  step-by-step  instructions on  how  to  make  that  change.

Finally,  for  each  of  these,

there  is  a  modified Workflow  Builder  button,

and  that  modified  button is the  Check  Your  Answers  button

where  it will  pull  up  the  completed  version.

That  can  be  useful  if  you  get  stuck.

It  could  also  be  useful  if  at  any  time  you

just  decide  you  want  to  skip to  the  end  and  see  how  it  was  done.

That  being  said, I  want  to  walk  you  through  one  of  these.

I'm  actually  going  to  walk  you  through this  one  here,

which  is  the  Workflow  Builder  question

that  at  least  that I  get  asked  the  most  often,  and  that  is,

"Hey,  I've  recorded  this  Workflow  Builder

to  open  a  file  and  build a  little  dashboard.

How  do  I  make  the  Workflow  Builder  ask  me which  file  to  open

to  make  that  file  more  dynamic."

I'm  going  to  pull  up  the  instructions here,  and  we'll  put  these  on  the  left.

I'm  just  going  to  basically  walk through  the  whole  process  here.

I'll  follow  along,  at  least to  building  that  first  Workflow.

Then  I'll  show  you  what  we're talking  about  for  the  desired  changes,

and  then  I'll  modify it  and  it  will  be  done.

To  start  with,  I'm  going  to  open a  new  Workflow  Builder

and  I'm  going  to  hit  Record,

and  then  I'm  going  to  open this  Process  Measurements  file.

The  first  thing  I  notice  is  that  this file  is  not  in  the  right  format  for  me.

It's  in  a  tall  format,

and  I'd  rather  have  label  a  different column  for  each  of  these  processes.

I'm  going  to  go  ahead  and  split  the  table here,  and  I  will  split  by  label.

I'm  going  to  split  the  data,  and  I'm going  to  group  it  by  this  sample  number.

Now  I've  got  the  processes  across  the  top.

That's  what  I  wanted  to  see ordered  by  my  sample.

I  can  hit  Okay,

and  with  my  new  data  set  here, I  can  go  ahead  and  make  that  dashboard.

Fairly  simple.

I  just  want  a  way  to  scroll through  each  of  my  processes.

I'm  going  to  do  that with  a  column  switcher

and  I  select  the  process that  I  want  to  switch  out

and  I  want  to  switch  it out  with  processes  one  through  seven.

Now  I  have  the  ability  to  do  that.

I'm  going  to  close  this  window  so  that  the Workflow  Builder  gets  a  snapshot  of  it.

I  see  that  there's  an  extra  little  step in  here  of  launching  the  Graph  Builder.

I'm  going  to  delete  that.

But  now  I  have  this  workflow, I  can  rewind,  I  can  push  play,

and  that  gets  us  to  the  point  where  it's building  this  little  dashboard  for  us.

But  what  I  really  want is  this  desired  change  to  the  workflow  of

instead  of  opening this  file  every  time,  I  would  like  to  have

the  Workflow  Builder  ask me  which  file  to  open.

As  you're  going  through  these, this  middle  section  is  just

an  introduction  to  what  sorts of  things  need  to  happen.

In  this  case,  it's  walking  you  through, well,  you're  going  to  need  to  modify

the  step  settings,  and  you're  going  to need  to  modify  the  script  a  little  bit.

That's  a  really  simple  thing  to  do   here.

Now  we  can  go  down  to  the actual  step-by-step  instructions.

There  really  is  one  step to  make  this  change,

and  it  is  to  change  this location  to  the  words  PIC  file.

Now  when  I  run  this  Workflow  Builder, when  I  run  this  Workflow,

I  get  a  dialog  saying,

"Hey,  show  me  which  file. Where  is  this  file?"

I  can  select  it,  it  will  do  the  rest.

This  is  really  cool.

All  it  took  me  was  one  little  change.

There's  also  a  little  bonus, sometimes  a  little  bonus  item.

I  think  it  would  be  really  nice  for  this workflow  if  in  addition  to  just  asking

for  the  file,  it  were  to  tell  me, Well,  what  file  are  you  looking  for?

I'm  going  to  add  the  action  of Show  a  message,

and  I'm  going  to  type the  title  here  is  Select  File,

and  the  messages  point  me  to the  Process  Measurements  file.

A  secret  here  is I'm  going  to  make  it  Modal,

which  means  I  have  to  close  this before  things  continue  to  progress.

Now  when  I  run  this  workflow,  

not only  will  I  get  it  to  ask  me to  point  JMP  where  that  file  is,

but  it's  also  going  to  tell me  what  it's  looking  for.

I  hit  Play  here  and  it  says,  "Hey,  point me  to  the  Process  Measurements  file."

Okay,  I  can  do  that.

I  know  it's  on  my  desktop or  I  just  put  it  in  my  downloads,  however,

and  bang,  just  like  that.

I've  got  a  tool that  I  can  share  with  other  people

and  I  can  claim  that  I  built  it all  by  myself  with  no  help  at  all.

Back  to  the  beginning  here, just  want  to  reiterate  or...

I'm  going  to  go  over  this really  quickly  again.

There  are  nine  different  activities with  different  things  you  can  do

and  different  ways  you  can  learn to  push  the  Workflow  Builder.

I'm  still  seeing  new  ways  to  use the  Workflow  Builder,

and  I  don't think  we're  even  close  to  knowing

all  the  fun  things  that  people will  be  doing  with  it.

Thanks  for  watching  and  good  luck.