and I'm Principal Test Engineer in the JMP development group.
I want to talk to you today about the wonderful ways of workflows.
It's a deep dive into the Workflow Builder.
For those of you that maybe haven't had a chance
to see Workflow Builder,
in order to activate it, you go to the File menu in JMP
and you see File, New, New Workflow, and the Workflow will pop up.
As you see on your left,
you open data or import data to begin your recording,
and then it begins recording your steps as you're working in JMP.
There are a lot of buttons, a lot of images,
mini check marks, and more.
Workflow Builder has a lot of built-in functionality.
I created a QR code up here that you can scan.
I did a talk previously in the spring
that's a little bit more introductory about Workflow Builder.
If you scan that QR code, you can go back and pull up that talk
and get all the beginning things you need for Workflow Builder to get started.
But for today, we're going to talk in about a little bit more,
about the UI and some of a deeper dive into Workflow Builder.
Now this PowerPoint presentation is put together so that you can review it.
I have built a journal that's part of the demo
that has a lot of Workflow Builders included with it
where you can get those, edit them, and try some things out.
But for today, I'm just doing a short presentation,
so I'm going to flip through this a little bit quickly.
The red triangle menu has a lot of functionality,
and you can see that in the image on the left.
The right-click menu for the Workflow steps
that is inside of the Workflow Builder,
there are also commands in there.
Here is not a total list of all the red triangle menu options,
but some of them, some of my favorites.
You can read those on your own.
Then I also have the Workflow steps right-click menu options in here.
Then when you open up the right-hand side of the Workflow Builder,
you're taken to the Step settings.
There's an Add Action button
and there are several commands listed on there.
I am going to speak briefly to a couple of those today
so you can use those to enhance your workflows.
It's one thing to run a Workflow Builder and have it succeed.
You see the green check marks that run down the page,
but it's quite another thing to run it and have a red X jump out at you.
We've had questions about how to diagnose those errors.
I included a couple of workflows
for you to try that out and I gave you instructions.
But this one here is just showing the red X on the open.
If you hover over that little red X, it will sometimes tell you.
You can see this says it can't open the table.
You can see I typed in wrong directory,
so it's looking for something that it can't find.
If you correct that, nine times out of 10, it will run.
Another example here is one that failed.
Someone had done a dashboard
and the table was substituted as a table 1
instead of being the name of the table.
JMP was a little lost.
If you fix that, you can also resolve that error.
I'm going to show this one today.
This is a mental health workflow with some COVID-19 data.
It's a little less about the data and a little more about pulling it in,
cleaning it up, and doing a few things here.
But in this particular example, I touch on a number of things.
I create a workflow package.
I hide the tables.
It's a big table, so I use a subset data table.
I create some of my own JSL.
Then I do put it in a dashboard at the end
because people have asked about that, and that does work.
I'll show you that one today.
I have another workflow in here
that is what I call a stop-and-wait for an action to happen.
This was done with SQL query,
and I'm using a breakpoint in this example.
There are other ways to cause your workflow to stop and wait
using show message and things.
But today I'm just showing you this one about how to use a breakpoint.
Then finally, but not last,
people are always wanting to publish their reports.
Does it work with JMP Live?
Well, you can publish reports if you have JMP Live.
It does not publish the workflow. It just publishes the report.
But I do have an example of that.
Let's exit out of this and let's go to the demo quickly.
This is the journal.
I'm going to go through the steps real quick at the beginning.
I tried to be clear, but it tells you here
if you copy the zip file to the presentation
into a single folder that will give you the best results,
you have the journal and you have all the workflows
that go with the journal.
Then I've got a note here,
and I also embedded a note in every single example
that says close the workflows without saving them
so you can preserve the examples.
You're going to open things up and make some changes yourself.
If you want to save those changes, I just suggest going up to the File menu
and saying, File, Save As and give it a different name.
Now, if you happen to write over it, you can obviously just grab them again,
but I just thought I would give you that hint.
Real quickly, I'm not going to spend a lot of time again on the introduction,
but as I said, you can go back
and here is a link to that talk as well as the QR code
if you want to scan and go back
to the more introductory level of workflows.
But just to show you where it is, if you go up to the File menu and go here,
say, New Workflow, it opens up just like that.
I've also added in here, this is again, the how to some definitions and shortcuts
for things you can peruse that on your own.
This is the first example I want to show you.
Again, I'm not going to do every single one of these steps.
I'm going to pop open this workflow.
But this one covers re-recording a step.
Then it also talks about at the end, a little shortcut for creating a column.
Let's run this real quick.
I use the diabetes table and I just ran a Graph Builder.
What I want to show you how to do,
and then I did create an extra column here at the end
that was just a new formula column.
I want to close this up and I want to demonstrate to you
one of the features of the right-click menu.
The arrow here executes the entire workflow,
but this arrow will step through it.
If I click one time, I only go one step,
and now I've stopped on this Graph Builder.
What I want to do is I want to re-record that step.
If I right-click while I'm sitting on that
and I go down here and say, re-record steps,
it changes the look of this.
You can see right here it's grayed out and it says done, cancel.
It's waiting for me to do something.
I'm going to go up to Graph Builder ,
and I'm going to go and grab a couple of columns.
It really wouldn't matter.
I'm twisting this graph around a different way.
You go up here and you click your done step
and then it's waiting still.
You can see here it says launch platform
and then it's still sitting on this report that it didn't run yet,
which was the one I had in there.
I need to hit this Done button to stop the recording
and then it's going to replace this on top of the launch.
I'm going to hit Done and you can see that's now my new Graph Builder
and it's been put into the workflow
and now it's waiting on the next step to execute,
which is my new column.
That's just an easy quick way to execute that step.
I did want to show you that inside of here I made some notes on things.
That's actually showing the image of the table.
But in here there's some notes on the column,
like how to change the columns to create that formula column.
If you look inside of the Workflow
in the step settings, you'll be able to find those things
and follow along, I think, and I'm not going to save that.
Hopefully, that will be helpful to you.
The Workflow Builder 2 example is this dashboard that I created
with the mental health data.
A gain, I stepped through some of these images here,
telling you what to do.
What I want to do now is just show you some of these things.
This is a big data table,
and sometimes when you're dealing with bigger data,
it can make your workflows go a little slower.
When you're building the workflow,
there is a little option up here called Allow Backsteps.
By default, it's always on because you're building workflow.
A s you step through the workflow,
you may want to go back, you may want to redo something.
It's a good idea to keep that on.
But when you get your workflow completely built,
sometimes when you uncheck that, and I have a note right here,
it just enhances the performance a little bit.
For this workflow to run a little quicker, I have unchecked it.
That's just a little tip for you.
The other thing that I'm doing here
is I didn't care if I really ran this with all the data or some of it.
I used a couple of the buttons here.
I went to Add Action and I said, I want to create a subset.
Then I'm also hiding my tables
because I didn't want the tables all over the desktop.
You can add that action and it comes in here.
What you have is you have a chance to subset the data.
Now we have some things built in.
You can use all the data, 50 %, 25, whatever.
For this example, I'm using 25 %.
Then we even ask you,
"What do you want to do with that source table?"
I said I want to close it.
Then I'm only hiding the subset table.
That's a nice little feature as well.
Then as I was creating this,
as I said before, we've had questions about dashboards.
I created three graphs
and then I threw them into a dashboard by using combined windows.
I'm also hiding the table here because when you run the dashboard,
it opens up another copy of the table.
On these workflows, though,
I didn't want the Graph Builders to be on the desktop.
The graphs were created, and then I just went in and did some JSL
and added to name each one of them.
This one's named Graph Builder 1,
this is Graph Builder 2, and this is Graph Builder 3.
I went up to the red triangle at the end and said add a custom action.
That pops up here.
Then what I did is I went in and typed my own JSL
to say close those windows.
Graph Builder 1, 2, 3, close those windows.
I don't want them left when the workflow is run.
Let me run this real quick and just show you that it's going to run.
It's going to create my dashboard.
There's my dashboard and you can see there's nothing else on the desktop.
The table is hidden.
You can see that down here in my JMP home window.
But now you have one clean report.
You don't have a lot of stuff around
that you have to close and move and all of that. That's nice.
Then one more part of this that I added in here
is that this workflow will work completely fine for you locally.
The way it is, you can save it
is just go and file save, saving it as a dot J MP flow.
But if you want to give to somebody,
the best thing to do is to create a workflow package.
That's what I've done.
But you can tell by the name of this,
it's got an underscore PKG attached to it.
When you do that, it packages the files.
The files go with the workflow,
and then you can share it with your coworkers.
Give that a try and see how that works for you.
Now, these other examples, three is doing some generalized workflows.
The steps are in there for that.
Step four is working through the errors that I mentioned earlier.
Then step six is my publishing to JMP Live,
but I'm actually not going to do that one today.
Then I briefly want to show you here this fifth one that's a stop-and-wait.
Real quick, this is running a report. It's going to stop.
This little dot here is a breakpoint.
If you right-click,
you can set the breakpoint here, and it's enabled.
When it's enabled, it's black, which means it's active.
If I uncheck that, it gets hollowed out.
What that means now
is that the breakpoint is still sitting there,
but it's really not doing anything.
Then if I go over here and click it one more time, it's gone.
The other nice thing about this feature
is I can check it here and say, set a breakpoint,
or I can go over here
to the little tray on the left and check it,
and now the breakpoint is activated there as well.
When I run this just so you can see what it does,
it runs to that point.
It's waiting. It's sitting there.
I can look at my analysis,
I can look at my distributions and analyze things,
and then I can hit the arrow and I can continue going.
Then my last Graph Builder ran.
It's a nice way to run something, do some checks, run some more stuff.
You can set multiple breakpoints.
There's no limit to that.
You can do it while you're maybe trying to debug something.
It works very nicely.
That's all I have time for today.
Thank you for letting me share with you.
I hope that you get a hold of JMP 17 and get the Workflow Builder going.
If you have any questions, I'm always around to answer those.
Thanks a lot.