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Inviting team members to your case in the IBM Support Community

In the new IBM Support Community, you can invite other members of your team to stay informed about, or contribute to, a new or ongoing support case. Click the Case Number for the case that you would like to invite one or more of your team members to. In the right side of the case details page click the Invite other team members icon.       Select the team members that you want added to the case. Click Save. The team members that you have invited will now receive case update notifications. They can also add comments and upload files to the case. And they will find your case and others they’ve been invited to in the Cases I’m invited to views in the Cases section of the support community.   Need to add a team member to your list? If the person that you would like to invite to your case does not appear in the list of available team members then they may not yet be authorized to access support under your organization’s account or they may be authorized in the Basic User role, meaning that they can only see and update the cases that they own. For security reasons, only a user authorized in the Full User or Administrator role by your organization’s Site Technical Contact or his/her delegates can be selected to be a case team member as these roles allow them to see and update all cases submitted under your organization’s account. Once signed in to the support community users can check their current authorized role by selecting the User administration option from the user profile menu in the right of the page banner, If your colleague already has Basic User access a link is provided to request an upgrade to Full User access. However, if they have no current authorized role then they will need your organization’s IBM customer number and the country where it is registered to submit a request, You can find your IBM customer number and country to provide to your colleagues by checking your existing access under the User administration menu. Your organization’s Site Technical Contact and/or their delegates have the Administrator role and may have defined rules to automatically approve requests for the default Basic User role based on a user’s email address domain. However, they rarely do this for the Full User role and so requests for additional access usually trigger a notification to these administrators advising that there is a request pending their review and approval. This access can also be requested through our legacy IBM Service Request tool, https://www-946.ibm.com/sr/help/register.html Also see... The role of the Site Technical Contact IBM Service Request User Access Levels How to request full access IBM Support Community Blog articles on the IBM Support Community    

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We’ve improved your support experience!

We appreciate the opportunity to have you as a client.  IBM continually strives to seek new and better ways to improve the support experience we offer you.  With that in mind, we’re implementing some enhancements to our support model by launching a new IBM Support Community that all IBM products will move to over time. We are pleased to advise you that this weekend we have moved all client support – including discussion forums and support case management – for the following IBM Business Analytics cloud services to the new Support Community: IBM Cognos Analytics on Cloud IBM Cognos Controller on Cloud IBM Planning Analytics IBM Watson Analytics We know that you may have other IBM products that will also be migrating to this new support experience. Watch out for further information on the specific timing of this from the relevant support teams. Within the new Support Community, self-service capabilities are available to allow for better ease of use, including: Discussion forums where you can ask questions, help answer questions from other users, and interact with knowledgeable IBM staff Simplified search capability powered by IBM Watson to view knowledge artifacts, forum discussions, and support case history Support case creation/updates Ability to attach documents for review by support staff …and much more! We invite you to view the following short videos that provide an overview of the initial experience that will continue to evolve and become richer over time. Introducing the IBM Support Community: Search https://mediacenter.ibm.com/media/t/1_hjcvgybl Introducing the IBM Support Community: Forums https://mediacenter.ibm.com/media/t/1_dnpmr6oi IBM Support Community: Open and manage Cases https://mediacenter.ibm.com/media/t/1_47uqs38j During this weekend’s transition to the new Support Community your active support cases will be moved first followed by your case history, and can be found under the Cases tab once you have signed in. You can access the new support experience by following these steps: Go to  https://www.ibm.com/mysupport To participate in the discussion forums, and to submit and manage your support cases, you will need to sign in. If you sign in to your IBM Business Analytics cloud service using the same user name and password that you use on your organization’s network then you can sign in to the IBM Support Community the same way. Otherwise you should sign in using your IBMid user name and password. Note that this is not the same as your IBM Client Success Portal user name and password that you most likely use today to submit and manage your support tickets for your IBM Business Analytics cloud service. If you do not have an IBMid, you can sign up for one here: https://www.ibm.com/account/us-en/signup/register.html. Note that in the new support experience you will, by default, receive a notification email whenever an update is made to one of your ongoing cases. Please do not reply to this notification email as this will not update your case. The notification email contains a link directly to your case where you can review the details of the update and respond appropriately. You can configure your email notification preferences for support cases and discussion forum updates. Please see the following community release update for further information, https://www.ibm.com/mysupport/s/article/Case-Email-Notifications. If you experience a problem with the IBM Support Community (such as a login issue, etc.), we are here to help.  Please submit your issue via the link found near the end of each page in the community and someone will get back to you as quickly as possible. We hope you enjoy the enhancements of this new IBM support experience and always welcome your feedback.

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Step by Step Configuration of IBM Data Refinery for Watson Analytics

1. Sign up for Data Refinery through using your Watson Analytics login credentials. 2. Select Watson Knowledge Catalog 3. Sign into the IBM Watson Cloud service 4. Confirm that you have the Data Refinery option under Tools. 5. Create “New Project” 6. Name Project and click Add to select storage service 7. Select Cloud Object Storage option.  For this user configuration we are choosing Lite as it will exceed most user requirements. 8. Click Refresh to load new Storage Service. 9. Click Create to complete creation of new Project 10. Project Overview Screen 11. Add to project.  This is where the setup and configuration of external data source connections and the necessary connection to Watson Analytics is made.  Users can also store data files as an asset which will be shown later in this example. 12. Configuration of a Connection a) External Data Source Connections and the Connection to Watson Analytics are configured as Connections b) You will need to create another Connection before configuring additional Connected Data assets c) Example of external DB2 Data Source connection configuration screen. Details may be different depending on the data source. 13. Configuration of Connected Data asset.  To Select source you will need to have previously created an external Data Connection. 14. Add Data asset.  For Watson Analytics this can be either an Excel or .csv file but is not necessary as you can load files directly into Watson Analytics from the Watson Analytics User Interface.  This is being done to show how Data Flow works later in the example. a) Data asset side bar will appear b) Click Load tab and then drop or browse to file. 15. Create Data Refinery – Data Flow.  This is done to move data from the data source to Watson Analytics. a) Select a Project b) Select your data source and click Add. It can be a data connection or as in this example, a stored data file. c) Run Data Flow. d) Set the Location where the data is to be sent. In this example we want to upload it to Watson Analytics using the Watson Analytics connection. e) Save and Run the newly created Data Flow   f) The Data Flow will now appear on the Assets tab of the Project to be used again or to setup a schedule for regular data updates. 16. Watson Analytics User Interface before and after running Data Flow uploading data to Watson Analytics. Additional Resources: https://www.ibm.com/communities/analytics/watson-analytics-blog/upcoming-change-improving-the-data-connection-experience-in-watsonanalytics/ https://www.ibm.com/cloud/data-refinery http://www.ibm.com/analytics/watson-analytics/ IBM Watson Studio: Create a project Video https://youtu.be/1_W6Y3c2Aeg Find more videos in the IBM Watson and Cloud Platform Learning Center at: http://ibm.biz/learning-centers.

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Upcoming Change: Improving the Data Connection Experience in #WatsonAnalytics

As of March 30th, 2018, users of Watson Analytics Plus and Professional will notice a small change in the product. Specifically, users who leverage Data Connections from a Relational Database will notice that the process by which their data is imported has been changed. The new process to import data from a relational data source is a necessary change to the product, and after a short adjustment period, will be seen as an improvement to Watson Analytics as we know it. Users and Administrators alike should be aware of the specifics of the upcoming change, as some work will be required of them up front in order to ensure ongoing functionality of existing data connections, and to avoid confusion when setting up new connections in the future. The new Data Connection process utilizes an IBM tool called Data Refinery. Unlike the previously used tool, Data Refinery will not be embedded in Watson Analytics. This means that administrators will need to register their IBM id with IBM Data Refinery outside of Watson Analytics, then when ready, will use this tool to initiate the 'Data Flow' from the relational database in question to Watson Analytics via IBM Data Refinery. Administrators must take the following preliminary steps to allow IBM Data Refinery to function with their instance of Watson Analytics: Access IBM Data Refinery Sign in using your existing IBM ID Register for IBM Watson Knowledge Catalog Select Watson Analytics your ‘target’ for the Data Refinery output Once configured, administrators are free to use IBM Data Refinery to import data from a relational database by taking the following steps: Launch Data Refinery Create the extract process or ‘Data Flow‘ that selects and cleans the data as needed Load the data into Watson Analytics It is important to note that IBM Data Refinery will recognize existing asset names in your instance of Watson Analytics. So, if you are updating an existing Watson Analytics data set, simply use the same data set name in Data Refinery -- this will update the data set with the new data outlined in the Data Flow. If you’re ingesting brand new data into Watson Analytics, just provide a name, and execute the process in Data Refinery. We understanding this process requires some additional work on your part to make your data flow properly. We are confident that after the initial work is complete, users will find that leveraging IBM Data Refinery to import data will simplify the process while also allowing users to interactively discover, cleanse and transform their data to a greater extend than ever before. Thank you for your continued business. For a more detailed discussion of how to configure IBM Data Refinery with Watson Analytics, see our recent step by step document which walks through the process in depth.  

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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.  

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: 2017-11-22

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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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