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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  

Getting Started

Getting Started Tutorial for IBM Watson Analytics

We all ask questions about our data every day. Some questions are about a status or situation. Some are about why something happened. In short, when it comes to data, we want to know what is happening, why it’s happening, and what insights need to be communicated with others. IBM® Watson™ Analytics can help you understand your data, find insights that are hidden in your data and provide you with answers to make confident decisions – all on your own. This tutorial uses sample data to walk you through the skills you need to get started. Each chapter covers a different area of Watson Analytics, from importing data to discovering insights to sharing these insights in a dashboard to social media analytics. Take 15-30 minutes to complete a chapter, or complete the entire tutorial in about 90 minutes. Getting started with IBM Watson Analytics Last updated: 2017-09-13

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Calling all brilliant minds - Call for speakers is open now for #IBMThink

We want your story at Think 2018. Imagine an event where the problems of tomorrow meet the minds of today. An event where communities of people with a shared vision and purpose come together to realize exponential outcomes through the power of IBM. This is Think. We are thousands of forward-thinking individuals addressing our biggest challenges with the latest advances in AI, cloud, IoT, security, and connected data. Let’s think together. The call for speakers is now open. Submit your story.

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Get to know the new, thoroughly modern IBM Business Analytics

IBM has been changing business analytics up lately and we want you to know all about it. That’s why we’re inviting you to join Marc Altshuller, General Manager, IBM Business Analytics, and his senior leadership team for a webinar on September 11, 2017. You’ll hear how we’ve modernized IBM Business Analytics by making analytics more autonomous for more people while keeping the full capabilities and rich features of enterprise solutions. Register for “Meet the New and Modernized IBM Business Analytics” now. Marc and his team will also explain why our new business analytics is now smarter to benefit all users. The convergence of self-service and enterprise capabilities means you can achieve business user agility without compromising scalability and governance. Don’t miss this opportunity to get to know business analytics all over again—fresh, modern and smart. You’ll even get a preview of IBM Analytics University, coming to Berlin and New Orleans in October. Register for the webinar today.   Event Meet the New and Modernized IBM Business Analytics Mon., Sept. 11, 2017 11:00 AM EDT   Speakers Marc Altshuller, General Manager, IBM Business Analytics Andrew Lee, Vice President, Cloud Client Success and Support, IBM Business Analytics Giovanni Carraro, Director, Global Sales, IBM Business Analytics

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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.  

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Can I Export Data from #WatsonAnalytics?

Question: I’ve successfully uploaded a data set into my instance of Watson Analytics and have leveraged the various aspects of the ‘Refine’ portion of the tool in order to derive further insights from my data (Calculations, Hierarchies, Data Groups, etc.) I’ve been able to use this refined data set to build Discoveries and Display Dashboards, but would like to export the refined data to use outside of Watson Analytics. How can I export a data set from Watson Analytics? Solution: The ability to export a data set from Watson Analytics in order for it to be downloaded to a user’s local machine is a feature which has been highly requested by our customers. We are happy to say that this feature has now been implemented. Users may now export data sets which include any refinements the user may have made to them. Below is a description of the procedure to do so. Under the Data tab in Watson Analytics, identify the asset which you would like to export to your local machine (Note that the asset will be exported in .csv format). Tap the ellipsis at the bottom right hand corner of the data tile, then choose ‘Export’. The next prompt will inform you of the version of the data which is to be exported; that is, the data as it exists at the date and time of export. Tap ‘Export’ to proceed. At this point many users note that nothing happens – the export appears to have failed or stalled. In fact, Watson Analytics is processing the request. Depending on the speed of your environment, this process may take several seconds. You will then notice a new notification in the top right hand corner of the Watson Analytics UI. Tap the notification icon, then tap the text of the new notification informing you that your asset is ready to be exported. You will then notice that the file is immediately downloaded in .csv format. You will notice that the data exists exactly as it did within Watson Analytics. This file may now be used for further analysis outside of Watson Analytics. More Information: Please review the following documentation for a more in depth discussion of Exporting Data from Watson Analytics.    

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What is the Difference between User Accounts and Entitled Users in #WatsonAnalytics?

Question: As an administrator, I am attempting to add several creators to my instance of Watson Analytics Professional. After doing so, I’ve navigated to Account Settings > Users within the Watson Analytics UI, then tapped ‘Manage Users’. This directs me to the Smart Cloud Exchange (SCX) console. From here, I can see all of the members of my tenant listed, and am able to perform various administrative actions. I notice that there are two lists of members; one called ‘User Accounts’ and the other called ‘Entitled Users’. There appear to be more ‘User Accounts’ than there are ‘Entitled Users’. What causes this discrepancy, and is this an issue that needs to be addressed? Solution: The SCX console uses the terms ‘User Account’ and ‘Entitled User’ in order to define the organization to which a particular Watson Analytics customer belongs. A ‘User Account’ is an individual who belongs to your Organization, while an ‘Entitled User’ is a person who was already a member of another Organization at the time they were invited to join yours. Only a User Account (i.e. a member of the organization) may be given the administrator role. An Entitled User may only be given the Creator role. The question remains: why is there a discrepancy between the number of individuals listed under ‘User accounts’, and the number of individuals listed under ‘Entitled Users’? This can be attributed to the fact that only Users who belong to your organization are listed under ‘User Accounts’, while members of your organization and Entitled users (who belong to another organization) are listed under the ‘Entitled Users’ tab. Therefore, for a complete list of members in your WA instance, the Entitled Users tab is the most reliable. The below screen capture shows the differentiation between a User Account and an Entitled User, as seen on the ‘Entitled Users’ tab in SCX. On the left, the person icon (highlighted in yellow) indicates that the individual is part of your Organization (i.e. a User Account).  If the icon is missing, this user is part of someone else's organization (i.e. an Entitled User). On the right side, you'll notice the entitlement status of the individual as either ‘Assigned’ or ‘Accept Pending’. Users that are shown as ‘Accept Pending’ are those to whom you've sent an invitation, but they have not yet accepted that invitation. In the User Accounts tab, these are users with the status, "Invited but not activated". Once the individual has successfully accepted the invitation, they will switch to an ‘Assigned’ entitlement status, and an ‘Active’ status in the ‘User Accounts’ tab. Regardless of the type of user, once activated, the individual has access to the tenant. With the exception of the issue of administration privileges discussed above, the Watson Analytics experience is identical for both Entitled Users and Users Accounts. The difference is largely superficial, and does not need to be addressed unless an Entitled User requires the administrator role. If this is the case, please contact support following the process outlined Here More Information: For a more in depth discussion of the role of an administrator in Watson Analytics, specifically as it relates to the management of users, please review the documentation available here.

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Why Doesn't #WatsonAnalytics Recognize Dates in my Data set?

Question: I am attempting to import an Excel file with a Date column into Watson Analytics, however the Date column is not recognized as such, and the column is imported in text format. How can I upload the Excel file and have Watson Analytics recognize the Date column?   Solution: When data is being brought into Watson Analytics, the various columns of the data set are automatically identified as having a particular format in order to allow the tool to properly digest the information presented. Currently, the available data formats are: Number, Text, and Duration (Time interval) and Date. It should be noted that not all of these options are necessarily available for all columns, depending on the nature of the data itself (i.e. a column containing only text values may not be formatted as Number). In the case of the ‘Date’ format specifically, users have found that Watson Analytics does not always identify a given column as they would have expected. Without the ability to modify the column type in Watson Analytics directly, we need to change the source data by opening the file in Excel and manually formatting the column in question as ‘Date’. The properly formatted file may then be used to replace the incorrectly formatted version, and we will see that WA now recognizes the column in question as having the Date format as expected. Solution #1: The first thing to try is to open the file in Excel and highlight the Date column in question. Use the ‘Format Cells’ feature to set the column as a Date.  Upload the updated file to Watson Analytics and confirm if the issue is resolved. Solution #2: In rare instances, the file may be corrupt and the formatting may not be applied correctly by Excel. If you experience this behavior, follow the troubleshooting steps outlined below. In Excel: Highlight the column which is not formatted correctly Go to the Data Tab From the Data tab, Select ‘Text to Columns’ This will open a Wizard called "Convert Text to Columns" You will see 2 choices for your original data type: Delimited or Fixed Width If your current date format has commas, tabs, slashes, etc., then click Delimited. Click Next until you see a screen that lets you select the data format that you want Select the DATE button Then, from the drop down, select the new date format you want to use. Click Finish Re-Upload Excel File to Watson Analytics and confirm Date column is now recognized Corrected Format: You will also notice that because Watson Analytics now recognizes the column as a date, it will automatically create a set of Hierarchy columns based on the date format “Year (Date), Month (Date), and Day (Date)”. This is the expected behavior when a data set is recognized to contain a column in date format. You may now proceed with your analysis while leveraging the Hierarchy columns Watson Analytics has generated for you. More Information: Please review the relevant documentation regarding Adding Spreadsheets and .CSV files as a data asset,  Creating Hierarchies, and Resolving problems with Dates for a more in depth discussion of these issues.    

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