saving graphs with embedded table, using summary table with calculated columns

[#1]

Hi,

I'm creating a summary table, using calculated column. to enable dynamic use i link it to the original table.

when i create a graph on this calculated column and save it, with embedded table, the values are lost and the graph cant generated - empty.

for example:

i have an Original table with: 

MaterialID, fate, ParentMaterial, DateTime, Date (calculation of DateMDY() of DateTime)

i create a summary table with:

Group: ParentMaterial, Date

Subgroup: fate

i build a graph of NEXT vs date (for testing), and save it with embedded table, it losses the values of date and the graph cant be opened properly - empty.

in my preferences i use:

- Suppress Formula Eval is unmarked and Formula Evaluation Immediate 

- for tables: Evaluate OnOpen Script: Always

it looks like by saving it this way, it losses the original date to calculate Date column in summary table.

what settings am i missing to fix this?

thank you very much.

Neta

[#2]

Which JMP version are you using?

For me, when I try to create such a Summary table the formula gets removed (JMP18.2.0).

// Data table summary
// → Data Table("Summary of Anneaing grouped by Date, ParentMaterial")
Data Table("Anneaing") << Summary(
	Group(:Date, :ParentMaterial),
	N,
	Subgroup(:fate),
	Freq("None"),
	Weight("None"),
	output table name("Summary of Anneaing grouped by Date, ParentMaterial")
);

[#3]

Thank you for your response.

I'm using 18.2

yes the formula of date is removed, but when you re-open the saved graph (with embedded table), somehow the formula appears again. it leads to lack of data for calculation and missing values to present on the graph.

I used to save graphs like this in previous versions, but now it stopped working. 

i also tried to save a session scrip - it has same problem. when i re-run it in new session, it keeps the formula, in summary table (although it was removed), eventually the graph is empty... 

I need a way to keep the graph with its data when i save it.

[#4]

Welcome, Neta! 

Thank you for providing your JMP files for reference, that is helpful. Could you provide more information about what your goal is? 

Are you aiming to create a visualization of N(Next) versus Date? If so, there's no need for a summary table. Using Graph Builder, drag Date to the X-Axis Role, and drag Fate to the Overlay Role. Then select a suitable chart type, like Bar Chart. For this kind of analysis, a stacked Bar Chart might make sense? See image below, just as a starting point. 

Or, if your question is about keeping Column Formulas in the newly created Summary Table, I don't believe that is possible (someone please correct me if I'm wrong about that). Since the Summary is aggregating over many rows with the same Date, but different DateTime's, I'm not sure how that would work. My recommendation here would be to check the box for "Save Script to Data Table" when creating the Summary Table, which will save the Summary script to the original data table. That way, whenever you update your original data table, you can re-run that script to generate the new summary table. 

[#5]

Hi,

thank you very much. 

i presented a simple case of my problem. typically i aggregate the data by date (month, week, day), add calculated column to the summary table, them build graph.

my goal is to save the graph with its data (summary table) in a way i can return to it.

I used to save graphs like this in previous versions, but now it stopped working. 

i also tried to save a session scrip - it has same problem. when i re-run it in new session, it keeps the formula, in summary table (although it was removed), eventually the graph is empty when re-open ... 

[#6 · Accepted solution]

I believe I understand the issue now. The desired workflow is: 

1. Open data table "Anneaing.jmp" with measurements for several DateTime values. 
2. Create Formula Column(s) like Date, Week, Month, etc., based on the DateTime data. 
3. Create a Summary Table, with Group by Date (for example), which is a Formula Column. 
4. From the new, linked, Summary Table, launch Graph Builder and create a graph. Then, save the graph as a report .jrp, with the data table embedded. 
   1. Problem: the embedded version of the linked Summary table has a broken formula (referencing a non-existent DateTime column). 

My recommendation: instead of saving the Graph Builder as a report (.jrp file), could you save the analysis to the summary data table itself? This can be done from the Red Triangle Menu -> Save Script -> to Data Table, or using the  icon. Now the graph can be opened directly from the saved, linked, summary data table. This works well on my end with no broken formulas. 

By the way, in case you have not seen: simple Formulas like Week and Month can be created from within Graph Builder. For example, the graph below can be created without any new Data Table Columns or Summary Tables: 

A comment for @jthi: I also observed that the linked summary table is generated with locked, non-Formula columns: 

However, upon saving and re-opening the data table, it looks like this: 

Even though the Date Column Formula has no DateTime value to reference, it does not appear to be breaking the Date column. For some reason, it still works. Any ideas why that is? The broken formula reference doesn't appear to cause issues in the saved .jmp data table, but when it is embedded into a a .jrp report, the broken reference causes the Formula to fail and the Date information disappears. 

[#7]

Only thing that comes to my mind is that JMP doesn't re-evaluate those formulas when the table is opened -> values stay the same.

To me this seems like a bug overall and JMP shouldn't keep the formulas in Summary if the parent column doesn't exist or at least it should disable evaluation of them.