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Transition to a New IBM Support Portal

We heard you…and we are taking actions to improve your Support experience! IBM appreciates the opportunity to have you as a customer.  We always strive to seek new and better ways to improve our communications and support that we offer.  With that in mind, we are implementing a new Support Portal for a select number of IBM products, including Business Analytics. Our new portal will be supported by IBM Watson and will provide you with enhanced transparency into your ticket resolution workflow along with improved self-service options. You can watch a short video to learn more: https://ibm.co/2gKKwlK When we transition to the new Support Community, you will be able to access the new portal to open a new ticket (which will now be called a “case”).  At this time, you will no longer be able to access the current Support portal for the Business Analytics solution, and you will be redirected to our new Community. We will provide you with more detailed access information as we get closer to the transition date. The new Support Portal will be a “one-stop shop”for Customer Support related information for the Business Analytics solution, and will offer you the following self-service capabilities: Ticket creation/updates Ability to attach documents for review by Support Simplified search capability to view ticket history and knowledge base artifacts And much more! We will continue to expand this new platform so that all IBM customers will have this new, improved Support Experience. Should you have any questions, please contact your IBM Business Analytics team. Regards, IBM Business Analytics Support Team Also see Adding Interested Parties to your case in the IBM Support Community What is the role of a Primary Site Contact How to request full access IBM Support Community Blog articles on the IBM Support Community

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How can I Leverage the 'PERIODSTODATE' and 'PRIORPERIODS' Functions in #WatsonAnalytics

Question: I’ve noticed two new types of calculations called ‘PERIODSTODATE’ and ‘PRIORPERIODS’. What is the purpose of these functions, and how do I use them to create member calculations? Solution: The two functions discussed here allow users to leverage existing time hierarchies to analyze their data historically. Each serve a particular purpose in accomplishing this task. The ‘PERIODSTODATE’ function returns the aggregate of periods to date within the specified time level. For example, a user may specify ‘Year’ as the time level, prompting the calculation to return an aggregation of all years to date as seen in the data. The ‘PRIORPERIOD’ function, on the other hand, returns the value of a specified member for a previous period. Again, the user must define the time period in question. Below we’ve outlined steps to utilize each of these functions. For this example, we will use the “Fruit Sales” dataset. (https://ibm.box.com/s/1skxb4f392z7fl9c4l833x7f2bt6q2da) Prior Period:  Click on the dataset to open the discovery pop-up. Scroll down and choose the “Grid” visualization found under “Tables and summary”. Upload the “Fruit Sales” dataset to Watson Analytics. Instructions on uploading datasets can be found here  Click on the “Actions” button at the bottom left of the screen. Scroll down to find “Year (Date) – Day (Date)” It is grayed out because by default this hierarchy is hidden. Check mark the field to make it visible. Click on the “Edit” button, next to the column name in the actions menu. Change the name of the hierarchy to “Calendar”. Click on “Done” to confirm the changes and then click on the “Actions” button again to close the panel. When using your own dataset, you can create your own date hierarchy with the levels that you want. See information on how to do this here Click on “Rows” and select “Calendar”. Click on “Columns” and select “Measures”. Within “Measures”, select only “Sales”. You will obtain the following grid: Right click on “Sales” and select “Create member calculation”. In the calculation UI enter the prior period formula: Sales Last Year = PRIORPERIOD([Calendar].[Year (Date)],[Sales]) Click on “Done” and the new calculated measure will be included in the visualization. Periods To Date: Add a new tab by clicking on the + icon at the top of the page while in Discover. Scroll down and choose the “Grid” visualization found under “Tables and summary”. Click on “Rows” and select “Calendar”. Click on “Columns” and select “Measures”. Within “Measures”, select only “Sales”. Click on “Calendar” and then expand the years so that the months are included in the visualization. As before, right click on the “Sales” measure in the grid and select “Create member calculation”. Add the following formula: SalesYTD = PERIODSTODATE([Calendar].[Year (Date)],[Sales]) Click on “Done” and the new calculated measure will be included in the visualization. More Information: Please review the following documentation regarding member calculations.                

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What is the Difference Between a Member Calculation and a Simple Calculation in #WatsonAnalytics?

Question: I noticed there are two different types of calculations in Watson Analytics, Member Calculations and Simple Calculations. What is the difference between the two? Solution: There are two types of calculations that can be created within Watson Analytics – simple calculations and member calculations. Calculations are important for solving problems and help immensely in making the right decisions based on the data available. Simple calculation: This type of calculation is referred to simply as ‘Calculation’ within the Watson Analytics user interface.  This can be created in Refine, Discover and Display. When created in Refine, the calculated field is added as a column in your dataset which can be added to any visualization. They help you define relationships between items of interest. For example, creating calculations such as ‘variance’ in a cost-benefit analysis will help you compare costs to revenues and actual sales to projected sales across products. When a calculation is created in Discover or Display, it is added as a column in the data tray and can only be used in the visualizations with the same Discovery set or Display. This calculated column is not stored with the data, as seen in Refine.  If you would like calculations based on aggregated data, creating them in Discover enables you to do that. For example, if you are looking to create weighted average across the sum of all values within the column, then you would create a calculation in Discover. Member Calculation: Member calculations can only be created in Discover or Display.  This should be used when the new calculated item needs to depend upon the values of other items in a column. For example, a member calculation can be used to get the difference between two successive years and then show this over ‘product group’. These item based calculations are only available in the discovery set where you created them and will not be stored with the data as seen in Refine. We encourage you to stay tuned to our blog for upcoming posts which will specifically discuss various functions which can be used to create Simple and Member calculations in Watson Analytics. More Information: Please review the available documentation regarding Calculations for a more in depth discussion of the functions available, and how to effectively use them.  

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How do I Join Two Previously Uploaded Data Sets in #WatsonAnalytics

Question: I have two separate data sets which I’ve uploaded into Watson Analytics for further analysis. Is it possible for me to join these two data sets so that they may be used in conjunction to create Discovery and Display Assets? Solution: Below you’ll find the steps required to join two previously separate data sets. In this use case, the two data sets beings joined are titled ‘Game of Thrones – House of’ and ‘Game of Thrones – Character Description’. In the Final step, we see the combined data set titled ‘Game of Thrones – Joined’ Ensure you have both data assets uploaded. Click on the ellipsis on the data tile and select ‘Refine’ for the first data asset. You are then brought to the Refine portion of WA where you may initiate the join process. Add the second data asset to the first by tapping the ‘+’ icon at the top of your screen. A dialog box will then be presented. Navigate and select the second data asset which is to be joined with the first. Once selected, click ‘OK’ Both data assets will now be available within the refinement section.  You may view either by switching tabs. Note: ‘Sheet1’ is the default name given to the data asset.  This is determined by the name of the sheet within the spreadsheet program (such as Microsoft Excel).   To override this name, you must assign the sheet name desired from within the spreadsheet program prior to uploading into Watson Analytics. Click the ‘Join’ button. A new tab will be opened, displaying the join configuration parameters.  You will notice the columns from the first data asset are listed at the top while the columns from the second data asset are listed at the bottom, each with its own color label. Columns must now be mapped in order to specify which columns are to be joined. Mapping between columns can be specified by dragging an arrow from one column to another. Note: The color under each column name is indicative of its originating data asset. The type of join may be selected by clicking on the text at the bottom bar (in this case ‘matching rows’). Matching rows: This is an inner join.  Based on the joined column, includes only the rows that match in both data assets. A + matching rows: This is a left join.  All rows from data asset ‘A’ are included along with rows from data asset ‘B’ that match the joined column in data asset ‘A’. B + matching rows: This is a right join.  All rows from data asset ‘B’ are included along with rows from data asset ‘A’ that match the joined column in data asset ‘B’. The join is now complete. You must save the newly joined data asset.  ‘Save’ will overwrite the original data asset while ‘Save as’ will create a new data asset without overwriting the original. The joined data asset will be reflected with the data asset tile below. More Information Please review the following documentation for more information on joining data assets.            

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How can I Resolve Issues Configuring a Secure Gateway in #WatsonAnalytics on Linux?

Question: I am receiving an error when attempting to start the IBM Secure Gateway client after installation on a Linux OS. How do I resolve this issue? Error: Cannot find module 'log4js' at Function.Module._resolveFilename (module.js:455:15) at Function.Module._load (module.js:403:25) at Module.require (module.js:483:17) at require (internal/module.js:20:19) at Object.<anonymous> (/opt/ibm/securegateway/client/lib/utils/logging.js:26:18) at Module._compile (module.js:556:32) at Object.Module._extensions..js (module.js:565:10) at Module.load (module.js:473:32) at tryModuleLoad (module.js:432:12) at Function.Module._load (module.js:424:3) Solution: A user will see the error above, or one similar to it, when required dependencies are not present on the Linux machine when attempting to start the Secure Gateway Client.  To resolve the issue, the missing dependency will need to be installed on to the server/machine for the Secure Gateway Client to work correctly. Here is a list of common dependencies that could potentially be missing.  Please note, there may be other dependencies that could be required that are not on this list. log4js request async ws validator optimist password-hash-and-salt rangen express compression To install these dependencies, you will first need to navigate to the main Secure Gateway installation directory by following the path below: cd /opt/ibm/securegateway/client Once at the Secure Gateway directory, use the npm install command for the missing dependency. Example: npm install log4js –save –only=dev With the dependency now installed, we expect that the secure gateway will function as expected, and may be used to connect Watson Analytics to an on premises data source. More information: For a more in depth discussion, please see the following documentation on Secure Gateways and Secure Gateway issues specific to Linux.  

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How do I Publish my #WatsonAnalytics Content to the Analytics Exchange?

The Analytics Exchange (AE) is a feature which is accessible to users of Watson Analytics. Here, users may browse through a large collection of sample data sets and Expert Storybooks which have been published to the AE by other Watson Analytics subscribers. As these assets are shared publicly, the purpose of the AE is for users to collaborate with one another outside of their respective Watson Analytics tenants. While all users are encouraged to import assets from the AE into their own tenant, not all users have the ability to publish content to the AE. The AE is accessed from the drop-down arrow located at the top of left corner of the Watson Analytics user interface. Question: I am a subscriber to Watson Analytics Plus/Professional and I noticed that I have access to the Analytics Exchange. I would like to publish my own content to this public area, but cannot do so as I am not authorized. How do I publish content (either a data set or an expert storybook) to the Analytics Exchange for public consumption? Solution: Currently, the publisher role is reserved for a select group of Watson Analytics users who are a part of IBM, an IBM business partner, or a customer who has been approved by an IBM representative. Approval is based on the user’s particular business justification for publishing content publicly. To become enabled with a publisher ID on the Analytics Exchange, IBMers, business partners, and customers alike will need to take the following actions: Contact Watson Analytics support via discussion post, ticket or chat requesting that the publisher role on the Analytics Exchange be enabled for your ID. The assigned support representative will be required to obtain your business justification, and if adequate, will become the IBMer sponsoring you as a publisher (in the case of Business partners and customers). You will be provided a document outlining our terms and conditions. Before you become a publisher on the AE, it is crucial that you fully understand and subsequently abide by the terms of the agreement. Your IBM representative will coordinate with the Analytics Exchange team on your behalf then will confirm with you when you have been given the publisher role. Once confirmed, you may publish content to the Analytics Exchange. That content can then be viewed by all other subscribers to Watson Analytics, and in the future may be imported into the tenants of other users to derive further findings. More Information: Please reiview the relevant Watson Analytics documentation regarding Publishing a Storybook to the AE and Using a Storybook for a more in depth discussion of these issues.  

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How do I Import an Image to #WatsonAnalytics from IBM Box?

Question: I am attempting to add an Image Widget to my Watson Analytics Display Dashboard using an image stored on IBM Box and I am receiving one of the following errors: “This type of media is not supported” or “The image URL is not valid”. How can I add an image to my Watson Analytics Display Dashboard that is stored on IBM Box? Solution: The standard ‘Share Link’ that IBM Box generates is not a valid image URL that can be used with the Watson Analytics image Widget. An IBM Box direct link to the image can be used with the Watson Analytics image Widget.  To obtain a useable direct link to the image from IBM Box, use the following steps. 1. Login to IBM Box and navigate to your stored image. 2. Click the ‘Share’ button beside the image you would like to import to Watson Analytics. The dialog box will display a Shared link for the image .  Confirm the default ACCESS TYPE to “People with the link”. 3. After the ACCESS TYPE is set, click the Settings icon just above the Copy button to open the Shared Link Settings. Click the Direct Link Copy button. 4. Return to the Watson Analytics Dashboard image Widget and paste in the copied link and press enter. The image will then appear on the Watson Analytics Dashboard. More information: Please review the following Watson Analytics documentation regarding Adding images and shapes. You may access your instance of IBM Box here.          

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How Do I Connect #WatsonAnalytics to my Instance of Salesforce so it may be used as a Data Source?

Question: I am having difficulty connecting my instance of Watson Analytics to Salesforce so it can be used as a data source. What is the Procedure for connecting these two products? Solution: Note: Connecting Watson Analytics to Salesforce requires the user to have a Developer or Enterprise (paid) version of Salesforce. The free version of Salesforce will not allow for connecting to Watson Analytics. The purpose of this tutorial is to guide a user to obtaining a security token which must be affixed to the Salesforce password in order to successfully connect. Log in to Salesforce. By default the Lightning Experience should be enabled. To confirm, navigate to Lightning Experience found on the left side panel and verify that it has been enabled. Access Settings found in upper left user icon (depicted with a user icon). Search for Security and click Reset My Security Token. Click the Reset Security Token button. You should receive an email with your new security token. From the email, copy the Security Token (this is used at the end of a Salesforce password) In IBM Watson Analytics, create a data connection. From the User menu icon, select Account Settings. From the Connections menu on the left side of the screen, select Data Connections. Click the Create new connection icon. Click the Salesforce.com icon. In the Password with security token text box, enter your Salesforce.com password appended with the security token copied in Step 5. Required Fields – Connection Name: XXXXXXXXX Username: “Insert Salesforce Login ID” Password with Security Token: “Password”+”SecurityToken” (no space or symbol in between both) You should now have a successful connection from Watson Analytics (WA) to Salesforce.com (SFDC)

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How do I configure a Secure Gateway between #WatsonAnalytics and an On-Premises Data Source?

Question: I would like to configure a data connection between an on premises database and IBM Watson Analytics. I understand a Secure Gateway client is required in order to do so. What is the procedure for configuring a Secure Gateway Client in Watson Analytics, and subsequently, a database connection through that Secure Gateway? Solution: Before following the steps outlined below, in order to configure your Secure Gateway it is important to note that not all Data Connections require the use of a Secure Gateway Client. Depending on the nature of the data source to which you are attempting to connect, it is quite possible that you may proceed with configuring the data connection without a Secure Gateway configured. 1. Click the user icon on the top right of the screen once you are logged in to Watson Analytics, then click Account settings. 2. On the left hand side of the screen, click on Secure gateways then Add Gateway. 3. Provide a name and click Add Gateway. Note: You may name your Secure Gateway anything you wish, but it may be beneficial to choose a name which indicates the data connections that will be configured through this particular Secure Gateway to avoid future confusion. In this example we’ve used the name ‘Gateway for XXX database’. 4. Click Connect Client which will prompt the installer screen for the Secure Gateway Client. Click IBM Installer, then the installer for your operating system. For this example, I will use Windows as the operating system. Be sure to document the provided Gateway ID and Security Token (in notepad, for instance) as it will be required later during the installation process. 5. Download the installer, launch it, and follow the on-screen steps. When prompted, select the Install as a Windows Service check box and click Next.  In the subsequent screen, paste in the previously copied Gateway ID and Security token and click Next. 6. On the next screen, select Yes to using the client UI. It provides a high level view of the secure gateway client directly from the browser instead of the command line. 7. Install the Secured Gateway and close the Setup once it completes. You can find the secure gateway client in Start -> All Programs -> IBM -> Secure Gateway Client. (If the file directory was left to the default path). 8. Open the client and you will see the following command line: Type Y and press Enter. The following screenshots depict a successful Secure Gateway Client Setup. Within the command line: Within Watson Analytics: 9. Defining access to the on-premises database. The Secure Gateway client provides embedded Access Control List (ACL) support.  This gives you the ability to restrict or allow access to the on-premises database which is documented in detail here. An ACL may be defined to be unbounded (i.e. the Secure Gateway may be used to connect to any database, regardless of Hostname or Port), or, the user may choose to define the ACL to be restricted (i.e. the Secure Gateway may only be used to connect to a particular Hostname/Port). If you are aware of the hostname or port to which you would like to connect using this Secure Gateway, it is recommended that you type “acl allow hostname:port” as defined in the document. For the purposes of this documentation, we will use the unbounded method.  Also, as a tip, unbounded access is good for initial setup to make sure it all works and can be further secured later once proven a connection is made. To create the unbound access:  Type acl allow : in the command prompt. 10. In Watson Analytics, click Data Connections from the left panel. Click on the + icon to add a database. 11. Choose the data connector which represents the database to which you would like to connect. Fill out the required information. Make sure you select the Secure Gateway you’ve just configured: 12. Click Create. 13. To test the connection, go back to the Welcome Screen. Click + New Data, then click the Connection tab. You will see your connection listed there. You can click on it and navigate to the file you want to import to Watson Analytics. More Information: Please review the relevant documentation on Secure Gateways and Data Connections  

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What does the message, 'Delay Loading Data' mean in #WatsonAnalytics?

Question: I’ve attempted to upload a large data set to Watson Analytics. After some time, the data tile is showing a message which states: ‘Delay Loading Data’. What exactly does this message mean, and how do I get the message to go away, allowing Watson Analytics to successfully import my data set? Solution: When attempting to upload a data set (local file or data connection), after some processing time you may see the message “Delay loading data” as shown below. As with any product consuming data, the length of time needed to upload, process, analyze, and load is correlated with the size of the source data being consumed.  With this in mind, as the data grows, so will the overall time required to upload the data to Watson Analytics. When it is determined that the size of the data set is substantial enough to require a longer than expected time to upload, you will be presented with the notification “Delay loading data”.  This message is by no means an error message but instead a notification.  The notification is an indication to the user that the loading process will continue in the background until the data has loaded successfully. In the meantime, the user is free to work elsewhere in Watson Analytics. Once the data loading process has completed, the notification will disappear, and the data tile will function as expected. Manually checking the current status & possible issues While the delay loading data notification is displayed, the upload process continues in the background.  There is an option presented for the user to retrieve information on the current status of the upload process.  The current status may be obtained by clicking on the information icon displayed at the bottom of the tile which will explain the meaning of the notification.  The expanded information icon also provides the option to ‘Check status’.   The ‘Check Status’ option will only prompt a more detailed error message if there is indeed an issue importing the data beyond a simple delay. If the reason for the original ‘Delay Loading Data’ message is solely due to the fact that the large data set is taking a substantial time to upload, tapping ‘Check status’ will revert the tile back to the original message. Watson Analytics simply requires more time to process the upload in this case. In some rare cases, the ‘Delay Loading Data’ message will remain present for a number of hours.  In such a scenario, it is likely a problem has occurred even if the ‘Check status’ option has not prompted a more detailed error message. There are number of possible reasons for this, such as your secure gateway was disconnected temporarily or permanently during the upload process, or the database hosting the data refused/terminated the connection at some point. In the event of a problem during the loading process while the “Delay loading data” notification is present, it is possible to click on the tile menu (ellipsis, bottom right corner of tile).  You can then attempt to replace the data to determine if a subsequent import attempt will succeed. Attempting to restart the upload process by using the replace feature allows the user to work around any interruptions that may have occurred during the original upload attempt.   Should the issue persist at this point, it is recommended that you contact support for further troubleshooting. The support process for our various subscription levels may be found in a previous blog post.