Information Dashboards were the hot topic a few years ago, but the hype seems to have died down lately. A good dashboard is still a very useful way to summarize, analyze, and share data - so I thought I'd re-visit the topic, and try to improve an old dashboard. Did [...]
As a kid who grew up in the 60s & 70s, I was a big fan of the original Star Trek TV series. And in the years since, I have seen lots of the Star Trek “technology” become a reality: cellphones, portable tablet computers, talking computers (Alexa/Siri), etc. But I [...]
Getting Graph Builder output to work for the web in JMP 13 involved bringing new features to several graphical elements that had been available in interactive HTML output since JMP 11. Areas and lines can be used to display some of the same information as points but in a different way. Exploring these stacked areas in interactive HTML, you can now see the values along the edge of the area.
The tooltips for lines display the rows that are included in each point along the line as well as information about the values. Graph Builder gives you the ability to customize various attributes of the lines. The example below combines lines using different drawing styles with annotations and the gray reference ranges to create a rich graph.
While the most heavily used graph types and options are exported as interactive HTML, the remaining ones are exported as static images. Contour plots are exported as static images; however, if your data is categorical, Graph Builder produces violin plots, which are exported as interactive HTML. Below you can see the close relationship between the violin plot and another Graph Builder element, the box plot.
What if you want to bin data into categories to explore their distribution? There are a number of ways to do this in Graph Builder. The histogram is available in Interactive HTML in the Distribution platform (as well as options in several other JMP platforms), but now can also be exported to the web after exploring your data in a drag-and-drop manner in Graph Builder in JMP. Below is an example created using Titanic passenger data to examine the distribution of ages.
A mosaic plot is used to examine the relationship between two categorical variables. Cells give informative tooltips regarding the share and number of rows associated with each cell, and cells can be selected with rows being linked to other related charts in the report.
In JMP, you can use Dashboard Builder to create reports with several types of Graph Builder output in the same page -- so people who do not have JMP yet can interactively explore your data. Here, a mosaic plot, bars and histograms are combined to analyze the importance of different goals to schoolchildren.
These are just a few examples of the powerful graphs you can create to explore your data in Graph Builder and share with others using interactive HTML. The graphs shown here as well as a few other examples are available as live interactive HTML files to explore on the web at http://www.jmp.com/jmphtml5/, but be sure to try your own Graph Builder creations!
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Dashboards are such a popular way to keep an eye on important metrics and share the findings of analysis, and for years JMP users have been creating dashboards using JMP Scripting Language and tools such as Application Builder. But now in JMP 13, there’s an even easier way to make […]
The post JMP 13 Preview: Dashboard Builder for creating interactive dashboards quickly appeared first on JMP Blog.
Scientists and engineers who work with high-density sensors face data problems that can make getting insights from data more challenging. Whether you’re trying to make sense of information from industrial devices living on the Internet of Things or monitoring health and fitness parameters, JMP provides an ideal sandbox for sifting […]
With interactive HTML reports, you can easily share the results of your analysis with a broader community while retaining the ability to interact with graphs and data. All you need is a web browser. Soon after interactive HTML became available for many JMP reports in JMP 11, customers began asking […]
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Managers, boards of directors, executives - everyone needs up-to-date information for decision making. And today that often means they need it in real-time. James Beaver and Tobin Scroggins from Farm Bureau Bank give their users the option of emailed reports for this real-time or near real-time information, or the users can access the dashboard to create personalized reports.
Orginally, Beaver and Scroggins wanted to use the SAS® Information Delivery Portal to provide financial information to the state representatives of Farm Bureau Insurance. But as they were building out the dashboard and reporting capabilities, they realized that it had broader uses for them.
Their seemed to be a separation between internal customers (e.g. documentation, lending, personal banking) and external customers (Farm Bureau Insurance agents and state representations). A step to reduce that sense of distance was to provide the dashboard and daily financial reports to all stakeholders.
Various departments are supported by the work that Beaver and Scroggins do, including the board of directors, lenders, documentation, underwriting and personal banking. The reports help these customers compare and contrast department against department, county against county, state against state, etc. “It gives them a better idea of what’s going on,” says Scroggins.
Beaver and Scroggins wrote “Using SAS® Enterprise BI for Integrated Bank Reporting” to show other SAS users how to create and present reports using SAS® Enterprise BI Server and the SAS® Information Delivery Portal.
In their paper, they cover the following reports:
- Financial balance sheet and income statement
- Variance reports with actual, budgeted and difference – by department and line item. The reports let the user to drill down to the general ledger entry.
- Daily and monthly new account volume
- New account volume by geographic area and type
The dashboard and reports are for anyone in the organization who is using BI applications – for instance, administrators and analysts may be very comfortable manipulating a cube, whereas business users and executives may only want an “easily digestible” piece that shows up every morning in an email.
“We are in a place now where things are siloed, but we’re moving toward using SAS as the reporting system for the entire organization,” says Scroggins. “So, that will be our one version of the truth.”
According to Scroggins, he and Beaver don’t deliver reports to Farm Bureau Insurance customers, but the reports may help the internal stakeholders serve the customers better. There are no metrics to verify that the reports and dashboards have improved the bank’s operation or performance - no money saved, no extra money earned – but perhaps this soft ROI is just as important.
Read Scroggins and Beaver’s paper, “Using SAS Enterprise BI for Integrated Bank Reporting.” You can find all of the 2013 SAS Global Forum papers here.