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Fast Track
Course Notes
SAS® Visual Analytics: Fast Track Course Notes was developed by Nicole Ball, Lynn Matthews, and Eric
Rossland. Additional contributions were made by Richard Bell, Frank Damico, Kelly Gray, Anita
Hillhouse, Rob McAfee, Dave Naden, Marjorie Shelley, and Bobbie Wagoner. Editing and production
support was provided by the Curriculum Development and Support Department.
SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of
SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product
names are trademarks of their respective companies.
SAS® Visual Analytics: Fast Track Course Notes
Copyright © 2016 SAS Institute Inc. Cary, NC, USA. All rights reserved. Printed in the United States of
America. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in
any form or by any means, electronic, mechanical, photocopying, or otherwise, without the prior written
permission of the publisher, SAS Institute Inc.
Book code E70733, course code LWYVAF73/YVAF73, prepared date 20May2016. LWYVAF73_001
ISBN 978-1-62960-406-0
For Your Infor mation iii
Table of Contents
Course Description ..................................................................................................... vii
Exercises ..................................................................................................3-27
Demonstration: Creating an Automatic Chart Visualization ..............................3-35
Exercises ..................................................................................................3-43
Chapter 6 Case Study: Creating Analyses and Reports with SAS ® Visual
Analytics ........................................................................................... 6-1
6.1 Case Study: Creating Analyses and Reports with SAS Visual Analytics .................... 6-3
vi For Your Information
Course Description
This course teaches how to explore data and build reports using SAS Visual Analytics. You will learn how
to build queries in SAS Visual Data Builder and you will also learn the basics of SAS Visual Analytics
Administrator.
To learn more…
For information about other courses in the curriculum, contact the SAS
Education Division at 1-800-333-7660, or send e-mail to training@sas.com.
You can also find this information on the web at http://support.sas.com/training/
as well as in the Training Course Catalog.
For a list of other SAS books that relate to the topics covered in this
course notes, USA customers can contact the SAS Publishing Department
at 1-800-727-3228 or send e-mail to sasbook@sas.com. Customers outside
the USA, please contact your local SAS office.
Also, see the SAS Bookstore on the web at http://support.sas.com/publishing/
for a complete list of books and a convenient order form.
viii For Your Information
Prerequisites
No SAS experience or programming experience is required, although you should have some computer
experience. Specifically, you should
be able to log on and off a computer and use a keyboard or mouse
know how to use a web browser to access information.
Chapter 1 Getting Started with
SAS® Visual Analytics
1.1 Exploring SAS Visual Analytics Concepts................................................................ 1-3
Demonstration: Using SAS Visual Analytics Viewer ..................................................... 1-9
Exercises............................................................................................................. 1-15
Demonstration: Using SAS Mobile BI ...................................................................... 1-16
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1.1 Exploring SAS Visual Analytics Concepts 1-3
Objectives
Describe the purpose of SAS Visual Analytics.
List the components of SAS Visual Analytics.
List the types of SAS Visual Analytics users.
Describe the purpose of the SAS Visual Analytics
Viewer.
Describe the purpose of the SAS Mobile BI app.
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1-4 Chapter 1 Getting Started w ith SAS® Visual Analytics
SAS Visual Analytics is one of the business intelligence offerings from SAS.
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1.1 Exploring SAS Visual Analytics Concepts 1-5
1.01 Poll
How often do you use SAS Visual Analytics?
a. I have never used SAS Visual Analytics.
b. less than once a month
c. a few times a month
d. once or twice a week
e. every day
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1-6 Chapter 1 Getting Started w ith SAS® Visual Analytics
The Modern Home Page is displayed by default when you sign in to SAS Visual Analytics.
The position of the tiles varies depending on the resolution of the computer, the size of the
browser window, and the content included in the tile.
The user or an administrator can modify settings to use the Classic Home Page. For more
information about the Classic Home Page, see Appendix 11 in the SAS® Visual Analytics 7.3:
User’s Guide.
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1.1 Exploring SAS Visual Analytics Concepts 1-7
10
11
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1-8 Chapter 1 Getting Started w ith SAS® Visual Analytics
SAS Mobile BI
SAS Mobile BI app enables users to view and interact
with SAS Visual Analytics reports on a mobile device such
as an iPad, iPhone, or Android mobile devices.
12
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1.1 Exploring SAS Visual Analytics Concepts 1-9
The URL that is used to access SAS Visual Analytics on the classroom machines is specific
to the classroom configuration. The URL used at your site will be different.
2. Enter Rob in the User ID field.
3. Enter Student1 in the Password field.
Use caution when you enter the user ID and password because values can be case sensitive.
4. Click Sign In.
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1-10 Chapter 1 Getting Started w ith SAS® Visual Analytics
SAS Visual Analytics appears and the Modern Home Page is displayed by default.
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1.1 Exploring SAS Visual Analytics Concepts 1-11
The report uses a button bar as a report prompt to filter data by product line. No product line
is currently selected, so the report displays information about all products.
b. Click (Section) in the upper left corner to view the three sections in this report. The first
section, 2012 Dashboard, is displayed by default.
The 2012 Dashboard section contains several report objects and filters.
When the report is first displayed, the report objects are filtered to display information only for
Europe.
A text object at the top of the section displays the title of the section and a link to an info
window that contains detailed instructions for using this section.
The thermometer gauges display average unit age for each facility in Europe.
The dial gauges display the actual and target unit production for each facility in Europe.
The two list control objects enable you to select a specific country and region to further filter
the report objects in this section.
The report uses a button bar as a section prompt to filter data by continent. Europe is currently
selected.
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1-12 Chapter 1 Getting Started w ith SAS® Visual Analytics
An info window containing detailed instructions for using the 2012 Dashboard section
is displayed.
d. Click Close.
e. Gauges for each facility in Europe display average unit age as well as the actual and target unit
production. Use the Select Countries list control in the top left corner to limit the gauges that are
displayed.
1) Select the Sweden check box. The report is updated to display only one gauge.
2) Select the United Kingdom check box.
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1.1 Exploring SAS Visual Analytics Concepts 1-13
The section is updated to display gauges for the regions in each selected country.
f. Select the thermometer gauge for Manchester at the top of the window.
A data tip is displayed that shows the measure (Average Unit Age) and the measure value (12).
g. Select the dial gauge for City of London at the bottom of the window.
A data tip is displayed that shows the measures (Unit Target and Unit Yield) and the measure
values (120,710 and 117,489, respectively).
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1-14 Chapter 1 Getting Started w ith SAS® Visual Analytics
6. Enter 7 in the Enter the number of units to display (1-10) text input control and press Enter.
Parameters are used to update the bar chart, Top Units by Discards. The parameter is updated with
the input value and the bar chart is ranked to show the top 7 units.
7. Click (Insight Toy Company Report – 2012 Dashboard) in the upper left corner to return
to the 2012 Dashboard section and clear the filters.
8. Select (Side menu) Home in the upper left corner to return to the Home Page.
9. Select Rob Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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1.1 Exploring SAS Visual Analytics Concepts 1-15
Exercises
1. Interacting with a Report in the SAS Visual Analytics Viewer
a. Open the browser and sign in to SAS Visual Analytics using Rob’s credentials.
All of the IDs used in this class have the same password, Student1.
b. Open and interact with the Insight Toy Company Report in SAS Visual Analytics Viewer.
c. Select Novelty from the report prompt to display information only for that product brand.
Answer the following question:
Which continents contain facilities that produce the Novelty product brand?
Answer:
d. Select Oceania from the section prompt to display information only for that continent.
e. Double-click the thermometer gauge for Queensland to link to the Unit Metrics Report section.
Answer the following questions:
What is the average facility age for Brisbane?
Answer:
What is the average unit age for Brisbane?
Answer:
List the two units with the highest discards in Brisbane.
Hint: Enter 2 for Enter the number of units to display.
This is ranked by discards and not by unit life span.
Answer:
f. Click to return to the 2012 Dashboard section.
g. View the Facility Summary section.
Hint: Click (the section icon) in the upper left corner to select another section.
h. Click the link labeled Click here for additional information to view instructions for this section.
i. Select Brisbane from the section prompt to display information only for that city.
Answer the following question:
How many units in Brisbane produce the Kiosk product line?
Answer:
j. Subscribe to any alerts for the report.
Hint: Click (Show) to view the Right pane, which displays any comments and alerts that have
been added to the report.
k. Return to the Home Page and sign out of SAS Visual Analytics.
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1-16 Chapter 1 Getting Started w ith SAS® Visual Analytics
When the app opens for the first time, several sample reports are downloaded. Welcome cards provide
quick tips for using the interface.
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1.1 Exploring SAS Visual Analytics Concepts 1-17
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8. Tap Done.
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1.1 Exploring SAS Visual Analytics Concepts 1-19
A data tip is displayed. Based on the report design, the line chart and table are filtered to display
information only for the Libra casino.
10. Tap the second row in the table.
The line chart is filtered to display information only for the selected machine.
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1-20 Chapter 1 Getting Started w ith SAS® Visual Analytics
The Details pane provides additional information about the selected item such as a description,
display rules, incoming filters, and comments.
12. Tap to close the Details pane.
13. Swipe left to view the Casino Section Analysis section.
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1.1 Exploring SAS Visual Analytics Concepts 1-21
15. Swipe left again to view the Machine Revenue by Manufacturer section.
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1-22 Chapter 1 Getting Started w ith SAS® Visual Analytics
16. Tap Portfolio in the upper left corner to exit the report and return to the Portfolio view.
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1.2 Using the SAS Visual Analytics Home Page 1-23
Objectives
Identify the elements of the SAS Visual Analytics
Home Page.
Manage content (favorites, collections, application
shortcuts) on the Home Page.
List the types of settings for SAS Visual Analytics.
17
Tiles area
18
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1-24 Chapter 1 Getting Started w ith SAS® Visual Analytics
19
20
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1.2 Using the SAS Visual Analytics Home Page 1-25
When you select Create a New Collection, you need to specify the metadata location where the
collection will be stored. After the collection is created, you can add items (explorations, reports, queries,
and tables) to the collection from the Home Page by clicking (Edit) on the collection tile. If you
select Add a Collection to add an existing collection, you need to navigate to the metadata location where
the collection is stored.
An administrator has the option Publish this collection for all users in the Collections window.
22
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1-26 Chapter 1 Getting Started w ith SAS® Visual Analytics
Specifying Settings
From each SAS Visual Analytics application, including
the Home Page, you can access the Settings window
where you can specify these types of settings:
global settings
application-specific settings
25
To open the Preferences window from within an application, select File Preferences.
For more information about specifying settings and preferences in SAS Visual Analytics, see
“Specifying Your Preferences” in the SAS® Visual Analytics 7.3: User’s Guide.
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1.2 Using the SAS Visual Analytics Home Page 1-27
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26
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1-28 Chapter 1 Getting Started w ith SAS® Visual Analytics
Eric has different role-based capabilities and can perform more actions than Rob.
5. Add an application shortcut for the Graph Builder.
a. Click Shortcut in the Action button area.
b. Select Custom Graph Builder for the Application field.
c. Verify that Custom Graph Builder is specified as the Shortcut name.
d. Choose (orange) as the Shortcut color.
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1.2 Using the SAS Visual Analytics Home Page 1-29
6. Create a collection.
a. Click Collection in the Action button area.
b. Select Create a New Collection.
c. Enter My Tables in the Name field.
d. Verify that the Shared Data folder is selected as the Location.
This is the metadata folder where the collection is stored.
e. Click Save to close the Collections window.
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1-30 Chapter 1 Getting Started w ith SAS® Visual Analytics
The items returned by the search might be different on your classroom machine.
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1.2 Using the SAS Visual Analytics Home Page 1-31
c. Select Table in the Type section to refine the search to include only tables.
Two tables with the same name appear as results.
d. Click next to the first table object, INSIGHT_TOY_COMPANY_2012, to display the object
inspector.
Based on the description, this table includes data for 2012 only.
This table is stored in the LASR Data folder within the Shared Data folder.
This is an in-memory table and is loaded to the SAS LASR Analytic Server.
e. Click outside the object inspector to close it.
f. Click next to the second table object, INSIGHT_TOY_COMPANY_2012, to display
the object inspector.
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1-32 Chapter 1 Getting Started w ith SAS® Visual Analytics
h. Click Done in the upper right corner to return to the Home Page.
8. Add the in-memory table to the My Tables collection.
a. In the My Tables tile, select (My Tables – Options) Edit.
b. Click (Add) to add a new object to the collection.
c. Navigate to Shared Data LASR Data.
d. Select INSIGHT_TOY_COMPANY_2012.
e. Click Open to add the table.
f. Click Save to save the changes.
The My Tables tile on the Home Page should resemble the following:
The star changes to blue ( ) to indicate that the table was added to Favorites.
c. If necessary, click outside the object inspector to close it.
d. View the Favorites tile to verify that the table was added.
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1.2 Using the SAS Visual Analytics Home Page 1-33
10. View and interact with the Insight Toy Company Report.
a. Click next to the Insight Toy Company Report in the Favorites tile to view the object
inspector.
Because Eric has the ability to create reports, two actions are available in the object inspector,
View and Edit. Clicking the name of the report in the Favorites tile is the equivalent of selecting
the first action, View, which opens the report in SAS Visual Analytics Viewer.
b. Click Edit in the object inspector to open the report in SAS Visual Analytics Designer.
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1-34 Chapter 1 Getting Started w ith SAS® Visual Analytics
SAS Visual Analytics Designer appears. Unlike the Viewer, the Designer provides additional
functionality for building the report.
11. Select View Maximize View to hide the left and right panes. This provides more space for the
report canvas.
12. Display the 2012 Dashboard: Info Window.
a. Click the 2012 Dashboard: Info Window tab at the top of the report.
b. View the note at the top of the section.
The text object in the 2012 Dashboard section is linked to this info window.
13. Click the 2012 Dashboard tab at the top of the report.
The Click here for additional information link in the text object at the top of the section is linked
to the 2012 Dashboard: Info Window section that is displayed.
Each section of the report is linked to an info window that contains instructions for working with that
section.
14. Position the mouse pointer on the button on the application bar for Insight Toy Company Report
and click X to close the report.
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1.2 Using the SAS Visual Analytics Home Page 1-35
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1-36 Chapter 1 Getting Started w ith SAS® Visual Analytics
e. If necessary, click and drag (the handle bar) to expand the bottom portion of the
window in order to see more details.
The color of the bubbles represents the average facility age. The magenta bubbles indicate older
facilities.
The size of the bubbles represents the average facility efficiency. The larger bubbles indicate
facilities with higher efficiency ratings.
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1.2 Using the SAS Visual Analytics Home Page 1-37
f. Double-click the bubble for California to drill down to the next level of data. Most of the
facilities in California are not very old.
g. Position the mouse pointer on the bubble for San Diego to display additional information.
h. Click (Restore) to view the geo map visualization at the original size.
i. Click (Maximize) on the title bar of the Unit Analysis by Product bar chart visualization
to view it at a larger size.
j. Select All Product Hierarchy in the upper left corner of the bar chart to navigate to the top level
of the hierarchy.
k. Change the view of the bar chart visualization by right-clicking the graph and selecting
Bar Direction Horizontal.
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1-38 Chapter 1 Getting Started w ith SAS® Visual Analytics
l. Move the mouse pointer to the upper right corner of the visualization until icons appear.
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1.2 Using the SAS Visual Analytics Home Page 1-39
2) Clear the Show filters and ranks and the Show legend check boxes.
3) Click Save.
4) If necessary, navigate to the desktop.
5) Accept the default name and click Save.
p. Click (Restore) to view the bar chart visualization at the original size.
16. Sign out of SAS Visual Analytics and do not save the changes to the exploration.
a. Click Sign Out in the upper right corner.
A message is displayed because your changes were not saved.
b. Because you do not want to save the changes, click Don’t Save to discard them.
c. Close the browser window.
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1-40 Chapter 1 Getting Started w ith SAS® Visual Analytics
Exercises
2. Interacting with the SAS Visual Analytics Home Page
a. Open the browser and sign in to SAS Visual Analytics using Eric’s credentials.
All of the IDs used in this class have the same password, Student1.
b. Clear the list of recent items that are displayed in the Recent tile.
Hint: Click (Recent – Options) to clear recent items.
c. Open and interact with the Insight Toy Company Exploration in SAS Visual Analytics Explorer.
d. Maximize and interact with the Unit Production by Product and Location crosstab table.
Maximize the visualization.
Use the icons in the cells of the crosstab table to expand and drill down in the hierarchy to
answer the following question:
What is the unit capacity for toys in Houston, Texas in the United States?
Answer:
Restore the visualization to its original size.
e. Maximize and interact with the Facility Forecast line chart.
Answer the following question:
What is the highest actual facility efficiency value and in what month did it occur?
Answer:
Click the (About these forecast results) icon to view information about the forecast.
Expand the properties for each measure in the forecast.
Close the details view.
Hint: Right-click the graph and clear Show Details.
Restore the visualization to its original size.
f. Select and maximize the Unit Analysis visualization in the Dock pane.
Hint: Right-click Unit Analysis in the Dock pane and select Maximize to view the visualization
at a larger size.
Click the (About these correlation results) icon to view information about the correlation.
Close the details view.
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1.2 Using the SAS Visual Analytics Home Page 1-41
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1-42 Chapter 1 Getting Started w ith SAS® Visual Analytics
Objectives
Describe the server components of the SAS Visual
Analytics architecture.
Describe the different types of deployments.
List the functionality provided by the SAS LASR
Analytic Server.
Describe the classroom environment.
List the types of roles and capabilities that are used
with SAS Visual Analytics.
30
31
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1.3 Discussing the Course Environment and Scenario 1-43
32
Non-Distributed Deployment
This diagram shows a typical non-distributed deployment
of SAS Visual Analytics.
Can be installed
on a separate
machine
Not part of
Visual
Analytics
33
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1-44 Chapter 1 Getting Started w ith SAS® Visual Analytics
Distributed Deployment
This diagram shows a typical distributed deployment of
SAS Visual Analytics.
Can be installed
on a separate
machine
Not part of
Visual
Analytics
34
35
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1.3 Discussing the Course Environment and Scenario 1-45
The SAS LASR Analytic Server is deployed across several blades. Hadoop, or a supported co-located
data provider, also takes advantage of the distributed blade environment.
37
Classroom Environment
Throughout this course, you access a non-distributed
SAS Visual Analytics environment that was deployed on
Windows.
38
38
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1-46 Chapter 1 Getting Started w ith SAS® Visual Analytics
39
continued...
40
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1.3 Discussing the Course Environment and Scenario 1-47
41
43
43
For more information about roles and capabilities, see the SAS® Visual Analytics 7.3:
Administration Guide.
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1-48 Chapter 1 Getting Started w ith SAS® Visual Analytics
44
44
The user identities used during class are defined with the following role assignments:
Comments: Administrator
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1.3 Discussing the Course Environment and Scenario 1-49
45
45
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1-50 Chapter 1 Getting Started w ith SAS® Visual Analytics
Exercises
3. Investigating the SAS Visual Analytics Users
a. Open the browser and sign in to SAS Visual Analytics using Christine’s credentials.
b. Answer the following questions:
What buttons appear in the Action button area for Christine?
Answer:
Which of the following applications can Christine access?
___ Data Explorer
___ Report Designer
___ Report Viewer
___ Administrator
___ Data Preparation
___ Custom Graph Builder
___ Theme Designer
Click (Side menu) to view the available applications.
c. Sign out of SAS Visual Analytics.
d. Sign in to SAS Visual Analytics using Eric’s credentials.
e. Answer the following questions:
What buttons appear in the Action button area for Eric?
Answer:
Which of the following applications can Eric access?
___ Data Explorer
___ Report Designer
___ Report Viewer
___ Administrator
___ Data Preparation
___ Custom Graph Builder
___ Theme Designer
f. Sign out of SAS Visual Analytics.
g. Sign in to SAS Visual Analytics using Rob’s credentials.
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1.3 Discussing the Course Environment and Scenario 1-51
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1-52 Chapter 1 Getting Started w ith SAS® Visual Analytics
1.4 Solutions
Solutions to Exercises
1. Interacting with a Report in the SAS Visual Analytics Viewer
a. Open the browser and sign in to SAS Visual Analytics using Rob’s credentials.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Rob in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
b. Open and interact with the Insight Toy Company Report in SAS Visual Analytics Viewer.
Click Insight Toy Company Report in the Favorites tile to open the report in SAS Visual
Analytics Viewer.
The report opens and the 2012 Dashboard section is displayed by default.
The size and layout of the report objects on the classroom machine might be different
from what is shown above. Report object size and layouts can change depending
on the resolution of your computer and the size of the browser window.
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1.4 Solutions 1-53
c. Select Novelty from the report prompt to display information only for that product brand.
Which continents contain facilities that produce the Novelty product brand?
Europe, North America, and Oceania
The report prompt filters the entire report, including the section prompt.
d. Select Oceania from the section prompt to display information only for that continent.
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1-54 Chapter 1 Getting Started w ith SAS® Visual Analytics
e. Double-click the thermometer gauge for Queensland to link to the Unit Metrics Report section.
The Unit Metrics Report section contains several report objects and filters.
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1.4 Solutions 1-55
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1.4 Solutions 1-57
i. Select Brisbane from the section prompt to display information only for that city.
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1-58 Chapter 1 Getting Started w ith SAS® Visual Analytics
3) Click the button next to the Unit Detail alert to subscribe to the alert.
k. Return to the Home Page and sign out of SAS Visual Analytics.
1) Select (Side menu) Home in the upper left corner to return to the Home Page.
2) Select Rob Sign Out in the upper right corner to sign out of SAS Visual Analytics.
2. Interacting with the SAS Visual Analytics Home Page
a. Open the browser and sign in to SAS Visual Analytics using Eric’s credentials.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
b. Clear the list of recent items that are displayed in the Recent tile.
1) Click (Recent – Options) in the upper right corner of the Recent tile.
2) Select Clear.
3) Click Yes.
4) Verify that no items are displayed in the Recent tile.
c. Open and interact with the Insight Toy Company Exploration in SAS Visual Analytics Explorer.
1) Click next to the Insight Toy Company Exploration in the Favorites tile.
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1.4 Solutions 1-59
2) Click Open from the object inspector to open the exploration in SAS Visual Analytics
Explorer.
d. Maximize and interact with the Unit Production by Product and Location crosstab table.
1) Click (Maximize) on the title bar for the Unit Production by Product and Location
crosstab visualization to view it at a larger size.
2) If necessary, click (Expand) next to North America to view the countries in North
America.
3) Click (Expand) next to United States to view the regions in the United States.
4) Click (Drill) next to Texas to view only cities in Texas.
What is the unit capacity for toys in Houston, Texas in the United States?
422
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2) Move the mouse pointer over the highest point on the line for the Facility Efficiency
(Average).
What is the highest actual facility efficiency value and in what month did it occur?
84.42% in April 2012
3) Click the (About these forecast results) icon to view information about the forecast.
4) Click to expand Facility Efficiency and Unit Actual.
Information about the forecast algorithm is displayed for each measure.
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1.4 Solutions 1-61
f. Select and maximize the Unit Analysis visualization in the Dock pane.
1) Right-click Unit Analysis in the Dock pane and select Maximize to view the visualization
at a larger size.
2) Click the (About these correlation results) icon to view information about
the correlation.
5) Double-click the dark blue box that represents the correlation between Unit Reliability
and Unit Age to automatically create a new visualization.
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1-62 Chapter 1 Getting Started w ith SAS® Visual Analytics
A new heat map visualization that shows the detail information about the correlation between
the selected measures is created.
6) Click the (About these regression results) icon next to the Linear Fit Line information
at the bottom of the visualization to view information about the linear fit line.
g. Sign out of SAS Visual Analytics and do not save the changes to the exploration.
1) Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
2) Click Don’t Save when you are prompted to save the changes to the exploration.
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1.4 Solutions 1-63
Report Designer
Report Viewer
Administrator
Data Preparation
Custom Graph Builder
Theme Designer
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1-64 Chapter 1 Getting Started w ith SAS® Visual Analytics
c. Select Christine Sign Out in the upper right corner to sign out of SAS Visual Analytics.
d. Sign in to SAS Visual Analytics using Eric’s credentials.
1) Click Sign in.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign in.
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1.4 Solutions 1-65
Data Explorer
Report Designer
Report Viewer
Administrator
Data Preparation
Custom Graph Builder
Theme Designer
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1-66 Chapter 1 Getting Started w ith SAS® Visual Analytics
f. Select Eric Sign Out in the upper right corner to sign out of SAS Visual Analytics.
g. Sign in to SAS Visual Analytics using Rob’s credentials.
1) Click Sign in.
2) Enter Rob in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign in.
The SAS Visual Analytics Home Page appears by default.
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1.4 Solutions 1-67
Data Explorer
Report Designer
Report Viewer
Administrator
Data Preparation
Theme Designer
i. Select Rob Sign Out in the upper right corner to sign out of SAS Visual Analytics.
j. Sign in to SAS Visual Analytics using Lynn’s credentials.
1) Click Sign in.
2) Enter Lynn in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign in.
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1-68 Chapter 1 Getting Started w ith SAS® Visual Analytics
Administrator
Data Preparation
Custom Graph Builder
Theme Designer
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1.4 Solutions 1-69
l. Select Lynn Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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23
36
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1.4 Solutions 1-71
42
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1-72 Chapter 1 Getting Started w ith SAS® Visual Analytics
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Chapter 2 Administering the
Environment and Managing Data
Exercises............................................................................................................. 2-57
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2.1 Exploring SAS Visual Data Builder 2-3
Objectives
Describe the purpose of SAS Visual Data Builder.
Identify the components of SAS Visual Data Builder.
Describe the purpose of a data query.
List the steps to select input sources for a data query.
Describe the process to manage column attributes
and create calculated columns.
Define the types of filters that can be used in a data
query.
List the types of data sources that can be imported
by SAS Visual Data Builder.
3
3
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2-4 Chapter 2 Administering the Environment and Managing Data
2.01 Poll
Have you used SAS Visual Data Builder to prepare data?
Yes
No
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2.1 Exploring SAS Visual Data Builder 2-5
Clicking Data Preparation in the Action button area or selecting Data Preparation from the side menu
opens a new window. In the new window, you can choose to create a new query, open a recent query, or
import data.
When you select New Data Query, a new query appears in the workspace.
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2-6 Chapter 2 Administering the Environment and Managing Data
navigation
Right pane:
pane
Inputs
workspace Outputs
Properties
lower pane
12
application bar Enables you to return to the Home Page and easily switch between open items.
menu bar Enables you to access common tasks and access online Help.
navigation pane Displays tables and data queries in the SAS Folders tree.
Right pane Enables you to manage the properties of the query, the input tables, and the output
table.
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2.1 Exploring SAS Visual Data Builder 2-7
13
A SAS Visual Data Builder data query is a metadata object that can include the following:
metadata representation of source tables or queries
metadata properties that define output and staging tables
criteria for joining multiple tables
column properties
aggregations
For more information about creating data queries, see Chapter 9 in SAS® Visual Analytics 7.3: User’s
Guide.
14
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2-8 Chapter 2 Administering the Environment and Managing Data
SQL statements are generated by the data preparation expressions that are specified on the Design
tab. They can be viewed on the Code tab.
15
A table must be registered in metadata before you can access the data in your data queries. An
administrator can use SAS Visual Analytics Administrator or SAS Management Console to register tables
in metadata.
LASR tables can be used as source tables for a query, but it is not recommended. The workspace server is
used to process the query (not the SAS LASR Analytic Server). If the LASR table is large, this could
result in reduced performance.
You can remove a source table from the data query by right-clicking the table on the Design tab
and selecting Remove Table.
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2.1 Exploring SAS Visual Data Builder 2-9
Joining Tables
SAS Visual Data Builder enables you to join multiple
tables and data queries. As tables and data queries are
added to the workspace, joins are added automatically
when the tables have foreign and primary keys or
matching column attributes.
You can change the join type or remove the join by right-
clicking the join line and selecting the type.
16
SAS Visual Data Builder attempts to join tables automatically as you add them to the workspace.
If primary or foreign key information is registered in the table metadata, the application retrieves the
information and uses it to create the join.
If there is no primary or foreign key information in the metadata, then the tables are joined by matching
column name and type.
The default join type is determined by whether key columns are defined and if the columns are nullable.
If the column for the first table is not nullable (key values cannot be missing), but the column for the
second table is nullable (key values can be missing), a left join is used.
If the column for the first table is nullable, but the column for the second table is not nullable, a right
join is used.
If both columns for the first and second tables are nullable, a full join is used.
If none of the previous conditions are met, an inner join is used.
The order in which you add source tables to the workspace is important. The first source table that is
added to the workspace is automatically assigned as the left table for any joins that are specified for the
data query.
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2-10 Chapter 2 Administering the Environment and Managing Data
2.02 Poll
SAS Visual Data Builder joins tables automatically. The
default join type cannot be changed.
True
False
17
A column can be added to the output table multiple times. When you add a column multiple times, a
number is appended to each column name after the first occurrence.
For more information about using the Column Editor tab to specify column properties, see Chapter 11 in
SAS® Visual Analytics 7.3: User’s Guide.
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2.1 Exploring SAS Visual Data Builder 2-11
2.03 Quiz
Why would you want to add a column to a query multiple
times?
20
22
For more information about using the Column Editor tab to specify column properties, see Chapter 11 in
SAS® Visual Analytics 7.3: User’s Guide.
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2-12 Chapter 2 Administering the Environment and Managing Data
Click in each cell to enter the values for the new column.
The Column Name, Expression, and Type fields are required when you create calculated
columns.
24
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2.1 Exploring SAS Visual Data Builder 2-13
Filtering Data
There are two ways to filter data in SAS Visual Data
Builder.
25
For best practices when working with filters, see Chapter 12 of SAS® Visual Analytics 7.3: User’s
Guide.
2.04 Poll
A WHERE clause can be used to filter calculated
columns.
True
False
26
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2-14 Chapter 2 Administering the Environment and Managing Data
28
Right Pane
The Right pane contains three tabs:
29
A SAS library is a group of SAS files that are stored in the same directory and accessed by the
same engine. Other files can be stored in the directory, but only files with extensions assigned by
SAS are recognized as part of the SAS library. For additional information, see “SAS Libraries” in
SAS® 9.4 Language Reference: Concepts.
For more information about properties on the Inputs tab, see “Specifying Properties for a Source Table”
in SAS® Visual Analytics 7.3: User’s Guide.
For more information about properties on the Outputs and Properties tabs, see “Specifying Properties for
a Data Query” in SAS® Visual Analytics 7.3: User’s Guide.
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2.1 Exploring SAS Visual Data Builder 2-15
Clicking
enables you to
unlock the code
for manual
editing.
30
For more information about working with the Results tab, see Chapter 20 in the SAS® Visual Analytics
7.3: User’s Guide.
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2-16 Chapter 2 Administering the Environment and Managing Data
Importing Data
SAS Visual Data Builder enables you to import four types
of data:
local files
– XLS, XLSX, XLSM, XLSB
– CSV, TXT, ZIP
– SAS data set
server data
Hadoop data
other
33
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2.1 Exploring SAS Visual Data Builder 2-17
34
35
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2-18 Chapter 2 Administering the Environment and Managing Data
Demonstration
Build a new data query to create the CustomerOrders
table on the SAS LASR Analytic Server.
You join two tables and create one calculated column.
Profit is calculated by
multiplying the quantity
sold by the item cost and
then subtracting the result
from the total retail price.
36
Exercise
Build a new data query to create the ProductAnalysis
table on the SAS LASR Analytic Server.
You join two tables and create one calculated column.
Profit is calculated by
multiplying the quantity
sold by the item cost and
then subtracting the result
from the total retail price.
37
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2.1 Exploring SAS Visual Data Builder 2-19
Preparing Data
This demonstration illustrates how to use SAS Visual Data Builder to build a data source for exploring
and reporting.
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2-20 Chapter 2 Administering the Environment and Managing Data
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2.1 Exploring SAS Visual Data Builder 2-21
The selected columns and their properties are displayed on the Column Editor tab in the lower
pane.
e. In the navigation pane, right-click the CUSTOMER_DIM table and select Add to Query.
The CUSTOMER_DIM table is automatically joined to the ORDERS table by Customer_ID,
based on a match of column name and column type.
f. In the workspace, click each of the following columns in the CUSTOMER_DIM table once to
add them to the query:
Customer_Name
Customer_BirthDate
Customer_Age_Group
Customer_Type
Customer_Group
Customer_Age
CustomerGenderLabel
CustomerCountryLabel
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2-22 Chapter 2 Administering the Environment and Managing Data
1) On the Fields tab, click next to the ORDERS table to expand it.
Do not double-click a table unless you want to add the table to the SQL expression.
9) Click Apply.
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2.1 Exploring SAS Visual Data Builder 2-23
4) Click OK.
j. Click the Label cell and enter Profit.
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2-24 Chapter 2 Administering the Environment and Managing Data
It is a best practice to clear the existing values before specifying output table properties.
4) Click OK.
The Outputs tab should resemble the following:
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2.1 Exploring SAS Visual Data Builder 2-25
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2-26 Chapter 2 Administering the Environment and Managing Data
Unsaved changes to the query must be saved before the Run option is enabled.
c. Click No.
Clicking Yes to display the results can take a significant amount of time.
Because the output table was created in the SAS LASR Analytic Server, the Explore Results link
is active.
The data query is still open and can be viewed by clicking the Prepare Data button on
the application bar.
b. In the Data pane, click Month Name in the Category group, hold down the Ctrl key, and click
Profit in the Measure group.
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2.1 Exploring SAS Visual Data Builder 2-27
c. Drag the selected items onto the workspace in the middle of the window.
The automatic chart functionality determines the best visualization type based on the selected
data.
d. Right-click Month Name on the horizontal axis label and select Sort Ascending.
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2-28 Chapter 2 Administering the Environment and Managing Data
12. Sign out of SAS Visual Analytics and do not save the changes to the exploration.
a. Click Sign Out in the upper right corner.
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2.1 Exploring SAS Visual Data Builder 2-29
Exercises
PRODUCT_DIM table:
Product_Line
Product_Category
Product_Group
Product_Name
Supplier_Name
SupplierCountryLabel
SupplierContinent
A total of 25 columns should be listed on the Column Editor tab.
Expression RetailPrice-(Quantity*Cost)
Type NUMERIC
Label Profit
e. Preview the results to verify that the Profit column was created successfully.
f. Specify the Output table properties.
Clear the existing values on the Outputs tab.
Table: ProductAnalysis
Location: Shared Data/LASR Data
Library: Products/SAS Visual Analytics Administrator/Visual Analytics LASR
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2-30 Chapter 2 Administering the Environment and Managing Data
i. Sign out of SAS Visual Analytics and do not save the exploration.
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2.2 Exploring SAS Visual Analytics Administrator 2-31
Objectives
Explore the functionality provided by SAS Visual
Analytics Administrator.
Describe the components of the SAS Visual Analytics
Administrator interface.
List the functionality provided by the various tabs
in the administrator.
List the functionality provided by SAS Management
Console.
Describe the purpose of SAS Theme Designer.
Describe the purpose of SAS Visual Analytics Graph
Builder.
41
41
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2-32 Chapter 2 Administering the Environment and Managing Data
43
The SAS Visual Analytics Administrator works in conjunction with SAS Management Console
for managing the environment.
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2.2 Exploring SAS Visual Analytics Administrator 2-33
2.06 Poll
Do you manage the SAS Visual Analytics environment?
Yes
No
45
46
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2-34 Chapter 2 Administering the Environment and Managing Data
workspace
menu bar
application bar Enables you to return to the Home Page and easily switch between open items.
menu bar Enables you to access common tasks and tabs and access online Help.
navigation pane Displays tables and libraries in the SAS Folders tree.
48
You can access the LASR Servers tab by selecting LASR Manage Servers.
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2.2 Exploring SAS Visual Analytics Administrator 2-35
Refresh
Get status
Load table
Right-clicking the column headings on the LASR Tables tab enables you to display additional
columns.
49
You can access the LASR Tables tab by selecting LASR Manage Tables.
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2-36 Chapter 2 Administering the Environment and Managing Data
The LASR Tables tab shown above is displaying only tables where the Location contains the
keywords LASR Data.
Refresh
Get status
Load table
Reload table
Unload table
Delete table
Right-clicking the column headings on the LASR Tables tab enables you to display additional
columns.
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2.2 Exploring SAS Visual Analytics Administrator 2-37
50
You can access the Resource Monitor tab by selecting LASR Monitor Resources.
For more information about interacting with the Resource Monitor tab, see Chapter 5 of the
SAS® Visual Analytics 7.3: Administration Guide.
51
You can access the Process Monitor tab by selecting LASR Monitor Processes.
For more information about interacting with the Process Monitor tab, see Chapter 5 of
SAS® Visual Analytics 7.3: Administration Guide.
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2-38 Chapter 2 Administering the Environment and Managing Data
You can access the Mobile Devices tab by selecting Tools Manage Devices.
For more information about mobile device administration, see Chapter 3 of SAS® Visual Analytics
7.3: Administration Guide.
2.07 Poll
SAS Visual Analytics manages mobile devices by adding
mobile users to the blacklist or the whitelist.
True
False
53
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2.2 Exploring SAS Visual Analytics Administrator 2-39
55
You can access the Alerts tab by selecting Tools Manage Alerts.
For more information about administering alerts, see Chapter 4 of SAS® Visual Analytics 7.3:
Administration Guide.
56
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2-40 Chapter 2 Administering the Environment and Managing Data
57
For more information about SAS Management Console, see the following:
SAS® 9.4 Management Console: Guide to Users and Permissions
SAS® 9.4 Intelligence Platform: System Administration Guide (Overview of SAS Management
Console)
Help for SAS Management Console is also accessible within the product.
58
For more information about creating custom graph objects, see Chapters 52-54 of SAS® Visual
Analytics 7.3: User’s Guide.
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2.2 Exploring SAS Visual Analytics Administrator 2-41
59
For more information about SAS Theme Designer, see SAS® Theme Designer 4.7 for Flex: User’s
Guide.
Themes created using the SAS Theme Designer cannot be applied to the Modern Home Page or
the Modern Viewer.
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2-42 Chapter 2 Administering the Environment and Managing Data
This demonstration illustrates how to access and view functionality provided by the following
applications:
SAS Visual Analytics Administrator
SAS Visual Analytics Graph Builder
SAS Theme Designer
SAS Management Console
1. Sign in to SAS Visual Analytics using Christine’s credentials.
a. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or
from the link on the page.
b. Enter Christine in the User ID field.
c. Enter Student1 in the Password field.
d. Click Sign in.
2. Access SAS Visual Analytics Administrator.
a. Click (Side menu) in the upper left corner of the Home Page.
b. Select Administrator.
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2.2 Exploring SAS Visual Analytics Administrator 2-43
The tabs on the classroom machine might not match those shown above.
If the LASR Servers tab is not displayed, select LASR Manage Servers.
If the LASR Tables tab is not displayed, select LASR Manage Tables.
3. If necessary, click the LASR Servers tab to make it active.
4. Select LASR Analytic Server - sasbap.
The connection status is updated and indicates whether the server is running or stopped.
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2-44 Chapter 2 Administering the Environment and Managing Data
6. Click the drop-down list in the upper right corner of the LASR Tables tab and select Location.
8. Select the check box at the top of the tab to select the check boxes for each row.
9. Click (Get Status for selected (checked) tables) on the toolbar to obtain the status of all of the
tables.
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2.2 Exploring SAS Visual Analytics Administrator 2-45
The connection status is updated and indicates whether each table is loaded or unloaded.
10. Select the Get status as tab is initialized check box to update the status indicator for all of the
objects each time the tab is accessed.
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2-46 Chapter 2 Administering the Environment and Managing Data
The information shown on the classroom machine might differ from what is displayed above.
15. Click (Home Page) in the upper left corner to return to the Home Page.
Using the SAS Visual Analytics Graph Builder, you can create custom graph objects that can be
used in reports that are created by SAS Visual Analytics Designer.
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2.2 Exploring SAS Visual Analytics Administrator 2-47
Custom graph objects can be created by combining multiple items and specifying common roles
and properties.
If you were to continue building a custom graph, you would use the Role Definitions and
Properties tabs in the Right pane to define these settings.
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2-48 Chapter 2 Administering the Environment and Managing Data
17. Click (Home Page) in the upper left corner to return to the Home Page.
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2.2 Exploring SAS Visual Analytics Administrator 2-49
Using SAS Theme Designer for Flex, you can create a customized theme or modify an existing
theme.
e. From the User Interface Components pane, click the color selector next to the Text color field.
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If the application is not on the Start menu, select Start All Programs SAS
SAS Management Console 9.4.
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2.2 Exploring SAS Visual Analytics Administrator 2-51
A connection profile contains instructions about how to connect to the SAS Metadata Server. User
credentials can be stored in the profile, as is the case on the classroom machine.
The status bar at the bottom of the window indicates that you are connected as Eric. These
credentials were saved as part of the connection profile.
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2-52 Chapter 2 Administering the Environment and Managing Data
Each plug-in provides additional administration functionality. Role-based capabilities limit the plug-
ins that Eric is able to see.
4. Explore the Data Library Manager plug-in.
a. Expand the Data Library Manager plug-in.
b. Expand the Libraries folder.
c. Select Source Data Library.
A library contains instructions for accessing a specific data source or location. Libraries can
include metadata definitions for the physical tables that they contain.
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2.2 Exploring SAS Visual Analytics Administrator 2-53
These are the same tables that you accessed in SAS Visual Data Builder.
These are the same tables that you viewed on the LASR Tables tab in the Administrator.
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The User Manager plug-in is used to create and manage credentials for users and groups of users.
Some users and groups are predefined by SAS and provide special functionality. The User
Manager plug-in is also used to manage roles and capabilities.
Roles provide the ability to grant capabilities to the various applications and SAS platform
features and functionality.
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2.2 Exploring SAS Visual Analytics Administrator 2-55
These are the same folders that you viewed in SAS Visual Data Builder and SAS Visual Analytics
Administrator.
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2.2 Exploring SAS Visual Analytics Administrator 2-57
Exercises
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2-58 Chapter 2 Administering the Environment and Managing Data
2.3 Solutions
Solutions to Exercises
1. Creating a New Data Source to Analyze Sales by Product
a. Open the browser and sign in to SAS Visual Analytics using Lynn’s credentials.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
a) In the workspace, right-click in the ORDERS table and select Add All Columns.
b) On the Column Editor tab in the lower pane, scroll to locate the Customer_ID column.
c) Right-click Customer_ID and select Remove Column.
d) Locate the Product_ID column.
e) Right-click Product_ID and select Remove Column.
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2.3 Solutions 2-59
5) In the navigation pane, right-click the PRODUCT_DIM table (in the Shared Data/Source
Data folder) and select Add to Query.
The PRODUCT_DIM table is automatically joined to the ORDERS table by Product_ID.
6) Click each of the following columns in the PRODUCT_DIM table to add them to the query:
Product_Line
Product_Category
Product_Group
Product_Name
Supplier_Name
SupplierCountryLabel
SupplierContinent
a) On the Fields tab, click next to the ORDERS table to expand it.
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2-60 Chapter 2 Administering the Environment and Managing Data
i) Click Apply.
7) Click in the Type cell to make it active.
8) Select NUMERIC from the list.
9) Click in the Format cell.
a) Select DOLLARw.d as the format type.
b) Enter 13 in the Width field.
c) Enter 2 in the Decimals field.
d) Click OK.
10) Click in the Label cell and enter Profit.
e. Preview the results to verify that the Profit column was created successfully.
1) Click (Preview or Run query) on the toolbar and select Preview.
2) Scroll to the right to verify that the Profit column has the values that you expect.
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2.3 Solutions 2-61
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2-62 Chapter 2 Administering the Environment and Managing Data
h. Run the query and explore the new table in SAS Visual Analytics Explorer.
1) Click (Preview or Run query) on the toolbar and select Run.
6) Drag the selected items onto the workspace in the middle of the window.
The automatic chart functionality determines the best visualization type based on the selected
data.
i. Sign out of SAS Visual Analytics and do not save the exploration.
1) Click Sign Out in the upper right corner.
2) Click Don’t Save to exit SAS Visual Analytics and discard the exploration.
3) Close the browser window.
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2.3 Solutions 2-63
2) Select Administrator.
c. Unload INSIGHT_TOY_COMPANY_2012 from the SAS LASR Analytic Server using the
LASR Tables tab.
d. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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2-64 Chapter 2 Administering the Environment and Managing Data
Possible answer:
Your analysts need to use the data item with different
formats. For example, the Order_Date data item
needs to show months (using the MONYY7. format)
and years (using the YEAR4. format).
21
27
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2.3 Solutions 2-65
54
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2-66 Chapter 2 Administering the Environment and Managing Data
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Chapter 3 Using SAS® Visual
Analytics Explorer
3.2 Selecting Data and Defining Data Item Properties ................................................... 3-9
Demonstration: Accessing and Working with a Data Source........................................ 3-16
Exercises............................................................................................................. 3-27
Demonstration: Creating an Automatic Chart Visualization .......................................... 3-35
Exercises............................................................................................................. 3-43
Exercises............................................................................................................. 3-58
Exercises............................................................................................................. 3-86
Demonstration: Creating Advanced Visualizations: Part 2 ........................................... 3-97
Exercises........................................................................................................... 3-104
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3.1 Examining Visual Analytics Explorer 3-3
Objectives
Describe SAS Visual Analytics Explorer.
Discuss the differences between explorations and
visualizations.
Identify the components of the SAS Visual Analytics
Explorer.
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3-4 Chapter 3 Using SAS® Visual Analytics Explorer
The features of SAS Visual Statistics have been integrated into the Explorer in SAS Visual
Analytics 7.2. If SAS Visual Statistics is licensed at your site, then the following features are
available:
An enhanced decision tree visualization, which includes interactive training and model
assessment information
A linear regression visualization, which creates predictive models for measure variables
A logistic regression visualization, which creates predictive models for category variables
A generalized linear model visualization, which creates predictive models for measure
variables
A cluster visualization, which segments the input data into clusters
Model comparison, which compares two or more predictive models
You can create interaction effects, which are used when the contribution of one variable to a
model changes, as another variable changes.
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3.1 Examining Visual Analytics Explorer 3-5
Clicking Data Explorer in the Action button area or selecting Data Explorer from the Side menu opens
a new window. In the new window, you can select a data source to explore, open a recent exploration by
double-clicking the name in the Recent explorations list, or open a recent exploration by clicking Browse.
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3-6 Chapter 3 Using SAS® Visual Analytics Explorer
When you choose Select a Data Source, you are prompted to select a data source that is loaded in
memory or to import data.
Data pane
workspace
data properties
table Right
pane
12
Dock panel
application bar Enables you to return to the Home Page and easily switch between open items.
menu bar Enables you to access common tasks and access online Help.
toolbar Contains icons for working with the exploration and visualizations.
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3.1 Examining Visual Analytics Explorer 3-7
Data pane Enables you to manage the data that is used in your visualizations.
data properties table Enables you to view and set data item properties.
workspace Displays one or more visualizations that can be arranged using a grid.
Right pane Contains many tabs such as Filters, Roles, and Properties that enable you to
specify information about the visualization.
What Is an Exploration?
An exploration is a metadata object that accesses one or
more data sources and contains one or more visualizations
of the data. The visualizations, data sources, and property
settings are saved as part of an exploration.
data source visualizations properties
13
14
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3-8 Chapter 3 Using SAS® Visual Analytics Explorer
3.01 Quiz
How many visualization types can be created
using SAS Visual Analytics Explorer?
Hint: Look at the toolbar at the top.
15
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3.2 Selecting Data and Defining Data Item Properties 3-9
Objectives
Open a data source in SAS Visual Analytics Explorer.
Specify data item properties.
Assign colors to category values.
Describe the different tabs in the Right pane of the
Explorer.
Use the automatic chart functionality to automatically
create a visualization based on selected data items.
19
Data Pane
After you select a data source, the
Data pane displays the available data
items grouped by classification role.
The category data items include
a frequency count of unique values.
20
Data item properties can also be changed in the Data Properties window. Select Data Data
Properties to open this window.
Right-clicking a data item name in the Data pane provides a pop-up menu of additional options.
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3-10 Chapter 3 Using SAS® Visual Analytics Explorer
Classification Properties
Each data item is categorized using a Classification property.
Category Used to group and aggregate
measures. Categories contain
alphanumeric or datetime
values. New category data
items can be calculated.
Geography Special role to identify types
of geographical information
for mapping.
Measure Numeric items whose values
are used in computations.
Measures can be calculated
or aggregated.
Hierarchy Used to navigate through the Additional data
data. Hierarchies are based on item types might
category or geography values. be available.
21
References to datetime values in this course are generic references to any of the following types
of values:
date
time
timestamp
22
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3.2 Selecting Data and Defining Data Item Properties 3-11
Data Options
Clicking (Options) in the Data pane enables you to
work with the data source as well as create, edit, and
delete data items.
24
Many of the items in the Options menu are also available from the Data menu on the menu bar.
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3-12 Chapter 3 Using SAS® Visual Analytics Explorer
Measure Details
The Measure Details window displays descriptive statistics
for all the measure data items in the data source.
26
You can edit which columns are shown and add a data
source filter to control which rows are returned.
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3.2 Selecting Data and Defining Data Item Properties 3-13
28
30
Custom categories, calculated items, and aggregated measures can be created from the Data Options
menu.
Custom categories, derived items, duplicate items, geography data items, a document collection, and a
unique row identifier can be created from the pop-up menu.
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3-14 Chapter 3 Using SAS® Visual Analytics Explorer
For category data items, you can create the following types of derived items:
distinct count
count
nmiss
For measure data items, you can create the following types of derived items:
difference from previous parallel period
difference from previous period
percent difference from previous parallel period
percent difference from previous period
percent of subtotals
percent of total
period to date
year over year growth
year to date
year to date growth
For more information about creating data items in SAS Visual Analytics Explorer, see Chapter 24 in
SAS® Visual Analytics 7.3: User’s Guide.
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3.2 Selecting Data and Defining Data Item Properties 3-15
Demonstration
Create a new exploration using the
CustomerOrders data source. Modify
data item properties and create new data
items.
32
Exercise
Create a new exploration using the
ProductAnalysis data source. Modify
data item properties and create new data
items.
33
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3-16 Chapter 3 Using SAS® Visual Analytics Explorer
This demonstration illustrates how to open SAS Visual Analytics Explorer, select a data source, work
with data item properties, and create new data items.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or
from the link on the page.
The list of recent items on your classroom machine might be different from what is shown
above.
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3.2 Selecting Data and Defining Data Item Properties 3-17
Role-based capabilities determine whether you can import data and the type of data that
you can import.
b. Select CustomerOrders.
c. Click Open.
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3.2 Selecting Data and Defining Data Item Properties 3-19
1) Change the names for the following data items by clicking in the Name field, typing in the
new name, and pressing Enter to lock in the value:
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3-20 Chapter 3 Using SAS® Visual Analytics Explorer
2) Click in the Format field for the Month Name data item. The Select a Format window
appears.
a) Select MMMYYYY as the Format.
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3.2 Selecting Data and Defining Data Item Properties 3-21
1) Click (Options) on the Data pane and select New Calculated Item.
2) Enter Total Product Cost in the Name field at the top of the window.
3) Expand Numeric (simple) in the Operators list.
4) Double-click x*y to add it to the expression.
You can also drag items from the Operators list to the expression area.
a) Click Select next to the Format field at the bottom of the window.
b) Select Currency as the format.
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3-22 Chapter 3 Using SAS® Visual Analytics Explorer
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3.2 Selecting Data and Defining Data Item Properties 3-23
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3-24 Chapter 3 Using SAS® Visual Analytics Explorer
e. Click OK.
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3.2 Selecting Data and Defining Data Item Properties 3-25
Make sure that you do not select the File menu for the browser.
b. Select the Shared Data folder.
c. Enter Customer Exploration Setup in the Name field.
d. Click Save.
10. Select File Close to close the exploration.
11. Click (Home Page) in the upper left corner to return to the Home Page.
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3-26 Chapter 3 Using SAS® Visual Analytics Explorer
The items in the Recent section of the My Content window on your classroom machine might
be different from what is shown above.
13. Select Eric Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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3.2 Selecting Data and Defining Data Item Properties 3-27
Exercises
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3-28 Chapter 3 Using SAS® Visual Analytics Explorer
Right Pane
The Right pane contains a
number of tabs that can be
used to modify the
visualizations.
Use the
(List of tabs)
button to select
the tabs to be
displayed.
36
Roles Tab
The Roles tab enables you to
view the roles and data item
assignments for the selected
visualization.
37
For additional information about the roles available for each visualization type, see Chapter 25 in the
SAS® Visual Analytics 7.3: User’s Guide.
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3.2 Selecting Data and Defining Data Item Properties 3-29
Filtering Data
A filter is the specification of one or
more conditions to subset the data
source.
38
Clicking (Options) in any section of the Filters tab provides access to various actions, including the
following:
creating an advanced filter
managing the filters in the selected section
converting to data source filters
copying visualization filters to another visualization
Basic filters use one data item to subset the data. Advanced filters enable you to subset the data
based on more than one data item.
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3-30 Chapter 3 Using SAS® Visual Analytics Explorer
39
A data source filter enables you to subset the data in an exploration. A data source filter is set in the Data
pane. It differs from a filter associated with the data source, which is set on the Filters tab in the Right
pane, in the following ways:
A data source filter updates the cardinality values that appear in the Data pane.
A data source filter updates the total number of rows that is used in the filtered row percentage
displayed at the bottom of the Right pane.
A data source filter is not displayed on the Filters tab.
An exploration can contain only one data source filter.
Ranks Tab
The Ranks tab enables you
to view, create, and edit ranks
to subset the data in the
visualization. A rank selects
either the top (greatest) or
the bottom (least) aggregated
value for a category.
40
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3.2 Selecting Data and Defining Data Item Properties 3-31
Properties Tab
The Properties tab lists the
properties for the currently
selected visualization.
41
For additional information about the properties available for each visualization type, see Chapter 25 in the
SAS® Visual Analytics 7.3: User’s Guide.
Comments Tab
The Comments tab enables you
to view and reply to existing
visualization comments, as well
as add new comments.
42
The ability to view and add comments are controlled by role-based capabilities.
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43
3.05 Poll
All visualizations have the exact same properties.
True
False
45
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3.2 Selecting Data and Defining Data Item Properties 3-33
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Demonstration
Create an automatic chart visualization, add filters, and set
visualization properties.
48
Exercise
Create an automatic chart visualization, add filters, and set
visualization properties.
49
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3.2 Selecting Data and Defining Data Item Properties 3-35
This demonstration illustrates how to add an automatic chart visualization and filters to an existing
exploration and modify visualization properties.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
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3-36 Chapter 3 Using SAS® Visual Analytics Explorer
b. Drag the selected data items to the empty visualization in the workspace.
The automatic chart functionality determines the best way to display the selected data.
A bar is displayed for each value of Customer Type. The height of the bars is based on the
percent of total profit. A lattice is used to display two columns of charts, one for each value of
Gender.
The size and shape of the image above might not match what you see on the classroom
machine. The resolution of the computer, the size of the browser window, and the status
of the panes (expanded or collapsed) can affect the size of visualizations.
Role assignment is determined by the order in which data items are selected.
c. Move the pointer to the upper right corner of the visualization to see the action buttons.
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3.2 Selecting Data and Defining Data Item Properties 3-37
d. Click (Hide lattice navigator) to hide the navigation tool that is displayed automatically
when the visualization contains a lattice.
e. Move the pointer to the upper right corner of the visualization again.
f. Click (Show details) to display a table of the data that is used to create the graph.
The details are displayed at the bottom of the window. You can use the handle icon
( ) to resize the portions of the visualization.
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3-38 Chapter 3 Using SAS® Visual Analytics Explorer
The automatic chart visualization has only two roles, Categories and Measures. Changing
the type of visualization can enable you to use other roles that are valid for that
visualization type.
b. Click Use Bar Chart at the top of the Roles tab.
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3.2 Selecting Data and Defining Data Item Properties 3-39
c. Click Gender in the Lattice columns role and drag it to the Group role.
The bars for females are red and the bars for males are blue because we assigned those
colors to the values for the Gender data item.
15. Modify properties for the bar chart visualization.
a. Click the Properties tab in the Right pane.
b. Enter Profit by Type and Gender in the Name field.
c. Clear the Generate graph title check box.
d. Clear the text in the Title field and press Enter.
e. Change the Bar direction property to Horizontal.
f. Change the Grouping style property to Stack.
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3-40 Chapter 3 Using SAS® Visual Analytics Explorer
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3.2 Selecting Data and Defining Data Item Properties 3-41
The indicator at the bottom of the Right pane displays the percentage of the data that is available
after the filter is applied.
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3-42 Chapter 3 Using SAS® Visual Analytics Explorer
Move your pointer over a filter value to display the number of rows that contain that
value.
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3.2 Selecting Data and Defining Data Item Properties 3-43
Exercises
c. Add a data source filter to the ProductAnalysis table to filter for Supplier Continent equal to
Europe.
d. Select the following data items to use with the automatic chart visualization:
Cost
Profit
Quantity
Retail Price
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3-44 Chapter 3 Using SAS® Visual Analytics Explorer
To match the visualization created in this exercise, select the data items in sequence and
drag them to the visualization as a group.
Show the details view in the visualization.
Property Value
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3.3 Creating Visualizations 3-45
Objectives
List the types of available visualizations.
Create new visualizations.
Set visualization roles and properties.
53
Types of Visualizations
Logistic Regression
Generalized Linear Model
Cluster
54
SAS Visual Statistics also includes an enhanced decision tree visualization (which includes interactive
training and model assessment information), model comparison (which compares two or more predictive
models), and interaction effects (which are used when the contribution of one variable to a model changes
as another variable changes). For more information, see Part 5: Building Models in SAS® Visual Analytics
7.3: User’s Guide.
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3-46 Chapter 3 Using SAS® Visual Analytics Explorer
3.06 Quiz
Question: Which of the visualization types will you use
in an exploration?
Use the visualizations listed on the toolbar, or select
Visualization on the menu to see the complete list
of visualizations.
55
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3.3 Creating Visualizations 3-47
Visualization: Table
The table visualization enables you to examine the
detailed data for each row of the data source.
58
To change the sorting, click the heading for the column on which you want to sort. An arrow appears in
the column heading to indicate the sorting. If the arrow points up, then the sort is ascending. If the arrow
points down, then the sort is descending.
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Visualization: Crosstab
The crosstab visualization enables you to examine your
data using intersections of category values.
60
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3.3 Creating Visualizations 3-49
62
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Demonstration
Add a table and a crosstab visualization to an existing
exploration, add filters, and set visualization properties.
64
Exercise
Create a line chart and a bar chart visualization, add a rank
to the bar chart and set visualization properties.
65
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3.3 Creating Visualizations 3-51
This demonstration illustrates how to add basic visualizations and filters to an existing exploration and
modify visualization properties.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
b. Click (Create new reference line) next to the Reference Lines property.
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3-52 Chapter 3 Using SAS® Visual Analytics Explorer
8. Click (Minimize) on the visualization title bar to minimize the Profit by Type and Gender
visualization.
Minimized visualizations are displayed in the Dock panel at the bottom of the workspace.
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3.3 Creating Visualizations 3-53
The Manage visualizations button ( ) in the Dock panel provides options for working with
visualizations.
You can also select Visualization Table from the menu bar.
c. Hold down the Ctrl key and select the following data items from the Data pane, in order:
Group Name
Customer Type
Order Type
Profit
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3.3 Creating Visualizations 3-55
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3.3 Creating Visualizations 3-57
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Exercises
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3.3 Creating Visualizations 3-59
Use the Roles tab to assign the following data items to the line chart visualization:
Category Year
Measures Quantity
Property Value
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3-60 Chapter 3 Using SAS® Visual Analytics Explorer
f. Add a rank to the bar chart visualization to show the top five supplier countries by profit.
Hint: Right-click Supplier Country in the Data pane and select Add as Rank on Visualization.
Property Value
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3.3 Creating Visualizations 3-61
68
For a scatter plot visualization, the number of selected measures and the cardinality of the data
determine the type of visualization that will be displayed.
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When the cardinality is higher, more unique values exist for the data item.
Examples of high-cardinality data items: Employee ID, Street Address, Birth Date
Examples of low-cardinality data items: Country Name, Facility Continent, Age Group
See Appendix 7 of SAS® Visual Analytics 7.3: User’s Guide for a list of data limits for each type of
visualization.
70
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3.3 Creating Visualizations 3-63
Demonstration
Add a bubble plot visualization to an existing exploration
and set visualization properties.
71
Exercise
Add a scatter plot visualization to an existing exploration
and set visualization properties.
72
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3-64 Chapter 3 Using SAS® Visual Analytics Explorer
This demonstration illustrates how to add a bubble plot visualization to an existing exploration and
modify visualization properties.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
Specifying a data item for the Group role first ensures that the visualization is not
changed to another type because there are too many data points to plot.
d. Select Cost for the X axis role.
e. Select Profit for the Y axis role.
f. Select Quantity for the Bubble size role.
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3.3 Creating Visualizations 3-65
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3.3 Creating Visualizations 3-67
11. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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Exercises
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3.3 Creating Visualizations 3-69
Property Value
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76
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3.3 Creating Visualizations 3-71
A transaction is a sequence
of events that are
associated with a specific
transaction identifier value.
77
Visualization: Histogram
The histogram visualization enables you to view the
distribution of values for a single measure.
78
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79
80
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3.3 Creating Visualizations 3-73
81
When importing files from your local machine, you are limited to a file size of 4 GB or less. This
limitation is introduced by web browsers.
As an alternative to importing data files through your web browser, you can transfer files to the machine
for the SAS server and use autoload. Autoload requires some setup, so contact your administrator for
additional information.
Demonstration
Create a new exploration using an imported text file and
modify data properties. Add a Sankey diagram and set
visualization properties.
82
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Exercise
Add a network diagram and a box plot to an existing
exploration and set visualization properties.
83
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3.3 Creating Visualizations 3-75
This demonstration illustrates how to create a new exploration, import a text file, and create a Sankey
diagram visualization.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
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3.3 Creating Visualizations 3-77
This table contains visits to a website. The ID field represents the unique visitors, the
page field represents the pages visited, and the time filed represents the time at which
each unique visitor visited each of the pages.
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3.3 Creating Visualizations 3-79
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3.3 Creating Visualizations 3-81
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13. Move the pointer to the upper right corner of the visualization.
14. Click (Show details) to display a table of the data that is used to create the graph.
15. Click the Path Selection tab in the Details view.
16. Right-click in the condition area and select Create Visualization from All Conditions.
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3.3 Creating Visualizations 3-83
A new bar chart is created that shows the total purchase for each customer that placed an order.
17. Click (Minimize) on the visualization title bar to minimize the Web Site Path Analysis
visualization.
18. Modify properties for the bar chart visualization.
a. Click the Properties tab in the Right pane.
b. Enter Total Purchased by Customer in the Name field.
c. Press Enter to lock in the value and update the name of the visualization.
19. Copy the filter to a new visualization.
a. Click the Filters tab in the Right pane.
b. Click (Options) next to the Selection filter.
c. Select Copy Filter to New Visualization.
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20. Click (Minimize) on the visualization title bar to minimize the Total Purchased by Customer
visualization.
21. Create a histogram visualization.
a. Click (Histogram) on the toolbar to set the visualization type.
b. Click the Roles tab in the Right pane.
c. Select purchase for the Measure role.
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Exercises
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Property Value
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Use the Roles tab to assign the following data items to the box plot visualization:
Measures Cost
Property Value
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86
The ability to create geo map visualizations requires that an additional step be performed during
installation and configuration.
87
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89
Visualization: Treemap
A treemap visualization enables you to display a category
or hierarchy as a set of rectangular tiles.
91
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Correlations can be displayed within one set of measures or between two sets of measures.
93
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3.3 Creating Visualizations 3-93
To enable text analytics, you must set a unique row identifier and define one or more categories as
document collections.
Depending on the number of rows in your data source and the length of the values in your
document collection, a word cloud with text analytics might take a significant amount of time.
Text analytics in SAS Visual Analytics uses a different algorithm than the one used in SAS Text
Miner. Your results might be different from the results that SAS Text Miner produces.
94
If SAS Visual Statistics is licensed, the decision tree contains advanced features. See Chapter 37
in SAS® Visual Analytics 7.3: User’s Guide for more information.
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What Is a Hierarchy?
A hierarchy is a defined Year
arrangement of categorical
2012 2013
data items based on
parent-child relationships.
95
For more information about creating hierarchies in SAS Visual Analytics Explorer, see Chapter 28 in
SAS® Visual Analytics 7.3: User’s Guide.
Double-clicking an
item or selecting the
axis label drills to
the next level in the
hierarchy.
You can navigate through a hierarchy by clicking the label value on the axis or by double-clicking the
visualization item, such as a specific bar.
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3.3 Creating Visualizations 3-95
A navigation bar above the visualization enables you to navigate through the levels of the hierarchy.
97
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Demonstration
Add a geo map and a word cloud to an existing exploration
and set visualization properties.
Exercise
Create a treemap and a geo map visualization and set
visualization properties.
99
A new hierarchy is created.
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3.3 Creating Visualizations 3-97
This demonstration illustrates how to add a geo map and a word cloud visualization to an existing
exploration and modify visualization properties.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
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e. Click OK.
8. Click (Minimize) on the visualization title bar to minimize the Monthly Profit and Cost by
Quantity visualization.
9. Create a new geo map visualization.
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f. Click at the end of the warning message and select Show details.
These two values do not match the US State Names geography classification.
g. Click OK to close the Details window.
10. Modify properties for the geo map visualization.
a. Click the Properties tab in the Right pane.
b. Enter Revenue and Cost by Location in the Name field.
c. Clear the Generate graph title check box.
d. Clear the text in the Title field and press Enter.
e. Clear the Show map navigation control check box.
f. Select Green-Yellow-Red for the Color gradient field.
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11. Double-click the bubble for Hawaii to navigate to the next level of the hierarchy, Postal code.
12. Click (Minimize) on the visualization title bar to minimize the Revenue and Cost by Location
visualization.
13. Create a new word cloud visualization.
a. Click (Word cloud) on the toolbar to set the visualization type.
b. Click the Roles tab in the Right pane.
c. Select Using category values for the Show word cloud property.
d. Select State Name for the Words role.
e. Select Profit for the Size role.
f. Select Quantity for the Color role.
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16. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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Exercises
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3.3 Creating Visualizations 3-105
Size Profit
Color Quantity
Additional levels 3
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Objectives
Describe the types of data analyses that are available
in SAS Visual Analytics Explorer.
Explore the correlation capabilities in the Explorer.
Explore the types of fit lines that can be applied to
visualizations.
Explore the forecasting capabilities in the Explorer.
Describe how text analytics can enhance word cloud
visualizations.
103
Data Analytics
SAS Visual Analytics enables you to perform four types
of data analyses in the Explorer.
Correlation Identifies the degree of statistical
relationship between measures.
Fit Line Plots a model of the relationship
between measures.
Forecasting Predicts future values based on
the statistical trends in your data.
Text Analyzes each value in a document
Analytics collection as a text document that can
contain multiple words. Words that often
appear together in the document
collection are identified as topics.
104
SAS Visual Statistics provides some advanced data analyses (enhanced decision tree, linear regression,
logistic regression, generalized linear models, clustering, model comparison, and interaction effects). See
Part 5: Building Models in the SAS® Visual Analytics 7.3: User’s Guide.
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Correlations
A correlation identifies
the degree of statistical
relationship between
measures. The strength
of a correlation is
described as a number
between 1 and 1.
105
In addition to the Results tab, the Details view of some visualizations contains an Analysis tab,
which explains what the analysis means. Clicking the icon displays the Details view with the
Analysis tab active.
Fit Lines
A fit line plots a model of the relationship
between measures. You can add a fit
line to a scatter plot or heat map by
using the pop-up menu or the Fit Line
option on the Properties tab in the Right
pane.
The Analysis
tab provides
additional
information
about the
analysis.
106
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Type Description
Best Fit Tests the cubic, quadratic, and linear fit methods against your data and selects the fit method
that produces the best result. The Best Fit method uses backward selection to select the
highest-order model that is significant. To see which fit method was used, select the
information icon from the visualization legend.
Linear Creates a linear fit line from a linear regression algorithm. A linear fit line produces the
straight line that best represents the relationship between two measures. For a linear fit,
correlation information is automatically added to the visualization.
Quadratic Produces a line with a single curve. A quadratic fit line often produces a line with the shape
of a parabola.
Cubic Produces a line with two curves. A cubic fit line often produces a line with an “S” shape.
PSpline Creates a penalized B-spline fit. A penalized B-spline is a smoothing spline that fits the data
closely. A penalized B-spline can display a complex line with many changes in its curvature.
107
The correlation in heat maps and scatter plots is identified by a text label in the visualization legend.
A scatter plot matrix displays the correlation using a colored border around the plot. The visualization
legend displays a key for the color values.
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Forecasting
Forecasting predicts future values based on the statistical
trends in your data.
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Forecasting is available only for line charts that include a datetime data item.
No forecasting is available if data items are assigned to the Group, Lattice columns, or Lattice
rows roles.
The forecasting duration (in intervals) can be selected on the Properties tab in the Right pane. The
default duration is six intervals.
Your data is tested against the following forecasting methods and the best one is automatically applied:
damped-trend exponential smoothing
linear exponential smoothing
seasonal exponential smoothing
simple exponential smoothing
Winters method (additive)
Winters method (multiplicative)
The RMSE (Root Mean Square Error) test is used to determine the best method.
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Creating Forecasts
On the Roles tab in the Right pane,
select Forecasting to create a
forecast of the measure. If a single
measure is specified, you can also
add underlying factors.
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A document collection can be used in your visualizations in the same way as a category.
Demonstration
Create a new exploration using an imported text file. Add
a line chart visualization with forecasting and scenario
analysis and a word cloud using text analytics with
sentiment analysis. A stop list is also loaded.
112
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3.4 Enhancing Visualizations w ith Analytics 3-113
Exercise
Create a new visualization from a correlation matrix and
add a fit line to a heat map.
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A stop list is a table of words that you want to ignore in your text analysis.
g. Click OK.
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i. Click Close.
8. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
9. Click Sign In.
10. Enter Eric in the User ID field.
11. Enter Student1 in the Password field.
12. Click Sign In.
13. Click Data Explorer in the Action button area or select Data Explorer from the Side menu.
14. Select a data source to explore.
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e. Click OK.
The Data pane should resemble the following:
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e. On the Roles tab in the Right pane, click the Forecasting check box.
A forecast for the next six months is added to the visualization.
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18. Click (About these forecast results) to view information about the forecast.
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4) Click OK.
5) Click Apply.
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You can also right-click the line chart and deselect Show Details.
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c. Click OK.
The Data pane is updated:
22. Click (Minimize) on the visualization title bar to minimize the Order Total Forecast
visualization.
23. Create a new word cloud visualization using text analytics
a. Click (Word cloud) on the toolbar to set the visualization type.
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f. Click in the drop-down list next to the Topic field at the top of the visualization.
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26. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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Exercises
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Property Value
Hint: Use the Properties tab in the Right pane to add a Best Fit fit line.
View information about the regression results.
f. Save the updated exploration with the same name.
g. Sign out of SAS Visual Analytics.
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Objectives
List various ways of interacting with visualizations and
explorations.
State the differences between exporting an exploration
as a PDF and exporting the exploration as a report.
Describe the process for emailing an exploration’s link
from SAS Visual Analytics.
State the difference between exporting an image of
the visualization and exporting the visualization data.
Explain how data brushing can be used in an
exploration.
117
Placement is determined
by the edge closest to the
118
drop point.
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3.09 Poll
All users have the ability to add and view comments.
True
False
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Exporting Data
There are several ways to export your explorations and
visualizations.
Explorations
Export an exploration as a PDF.
Export an exploration as a report that you can
open in SAS Visual Analytics Designer and
other applications.
Email a link to the exploration.
Visualizations
Export an image of a visualization.
Export the data that is used to create the
visualization.
122
123
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125
Visualizations that have no data items assigned to required roles are not available to include in
your PDF output.
In the Export to PDF Wizard, enter a title and a description for the PDF document. Then, select the
following options:
Page numbers: specifies the PDF document contains page numbers.
Summary data: specifies whether the PDF document contains summary data tables for each
visualization.
Filter descriptions: specifies whether each visualization includes a description of its active filters.
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The following types of visualizations are not available to be included in your report:
decision trees
network diagrams
Sankey diagrams
treemaps that display additional levels
word clouds
visualizations that do not contain data
geo maps that use a custom geographic data item
Line charts with forecasting can be included only if the visualization is displayed during the current
session.
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3.5 Interacting w ith Visualizations and Ex plorations 3-135
128
To: specifies the email destination. If you enter multiple addresses, you can separate the addresses by
using commas, semicolons, or spaces.
From: specifies the email address that is shown as the sender of the email. This email address is also
used for notifications if the email cannot be delivered to the addresses in the To field.
Subject: specifies the subject line of the email.
Message: specifies text for the email message body. This field is optional.
The message body of the email automatically includes a link to the current exploration. If you
specify text for the Message field, then your text appears before the link in the email.
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130
Data Brushing
Selecting the Data brushing mode from
the toolbar enables you to click items in
a visualization and display related items
in the other visualizations.
131
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3.5 Interacting w ith Visualizations and Ex plorations 3-137
Demonstration
Arrange visualizations in the workspace and export the
visualization data and the exploration as a PDF.
Exercise
Arrange visualizations in the workspace, export a visualization
as an image, and export the exploration as a report.
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This demonstration illustrates arranging visualizations in the workspace and exporting the visualization
data and the exploration as a PDF.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
c. Click (Minimize) on the visualization title bar to minimize the 2011 Profit by Customer
Group and Order Type table visualization.
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3.5 Interacting w ith Visualizations and Ex plorations 3-139
8. Click All US Hierarchy in the geo map visualization to return to the top level of the hierarchy.
9. Add a comment to the exploration.
a. Select File Exploration Comments.
b. Enter Members with low activity in the Enter a topic name field.
c. In the Enter a comment field, enter As expected, profits for members with low activity are
lacking. Perhaps we can run a promotion for these members to try to increase sales. .
d. Click Post.
The Exploration Comments window should resemble the following:
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Step 2 enables you to select the visualizations to export. Not all visualizations can be exported.
d. Click Finish.
e. Select the desktop as the location in which to save the PDF.
f. Accept the default name and click Save.
12. Select File Save to save the updated exploration.
13. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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c. Select File Exit when you are finished viewing the PDF.
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3.5 Interacting w ith Visualizations and Ex plorations 3-143
Exercises
2) Click (Manage Visualizations) in the Dock panel to show the following visualizations:
Profit and Cost by Product
Products Supplied by Country
Products Supplied by Country: Top 5 by Profit
Profit and Quantity by Product
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e. Export an image of the treemap visualization with the default name. Do not show filters and ranks
in the image.
f. Save the updated exploration with the same name.
g. Export the exploration as a report with the default name. Save the report in the Shared Data folder.
Then, open the report in Visual Analytics Designer.
h. Sign out of SAS Visual Analytics.
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3.6 Solutions 3-145
3.6 Solutions
Solutions to Exercises
1. Selecting a Data Source and Setting Data Item Properties
a. Sign in to SAS Visual Analytics as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
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d) Click OK.
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3.6 Solutions 3-147
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1) Click (Options) on the Data pane and select New Data Source Filter.
6) Click OK.
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3.6 Solutions 3-149
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The automatic chart functionality determines the best way to display the selected data.
What you see on your classroom machine might have a different size and layout
than what is shown above.
a) Click (Show details) to display a table of the data used to create the graph.
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3.6 Solutions 3-151
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g. Select File Save to save the updated exploration with the same name.
h. Click Sign Out to sign out of SAS Visual Analytics.
3. Creating Basic Visualizations, Part 1
a. Sign in to SAS Visual Analytics as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
b. Open an existing exploration and save a copy.
1) Click Browse in the Action button area.
2) Select the Shared Data folder.
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3.6 Solutions 3-153
2) Click (Line chart) on the toolbar to create a new line chart visualization.
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3.6 Solutions 3-155
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3.6 Solutions 3-157
h. Select File Save to save the updated exploration with the same name.
i. Click Sign Out to sign out of SAS Visual Analytics.
4. Creating Basic Visualizations, Part 2
a. Sign in to SAS Visual Analytics as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
b. Open an existing exploration and save a copy.
1) Click Browse in the Action button area.
2) Select the Shared Data folder.
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2) Click (Scatter plot) on the toolbar to create a new scatter plot visualization.
SAS Visual Analytics works in the background to analyze your data selections and
displays information messages as needed.
5) Click Yes to convert the visualization to a heat map.
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3.6 Solutions 3-159
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e. Select File Save to save the updated exploration with the same name.
f. Click Sign Out to sign out of SAS Visual Analytics.
5. Creating Advanced Visualizations, Part 1
a. Sign in to SAS Visual Analytics as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
b. Open an existing exploration and save a copy.
1) Click Browse in the Action button area.
2) Select the Shared Data folder.
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3.6 Solutions 3-161
2) Click (Network diagram) on the toolbar to create a new network diagram visualization.
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2) Click (Box plot) on the toolbar to create a new box plot visualization.
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3.6 Solutions 3-163
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Detailed information is displayed when you move the pointer over each of the boxes.
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3.6 Solutions 3-165
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1) Click (Minimize) on the visualization title bar to minimize the Cost by Product Line
visualization.
2) Click (Treemap) on the toolbar to create a new treemap visualization.
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2) Click (Manage Visualizations) in the Dock panel and select Correlation of Product
Measures.
4) Click (Minimize) on the visualization title bar to minimize the Correlation of Product
Measures visualization
d. Modify the properties for the heat map visualization.
1) Click the Properties tab in the Right pane.
2) Enter Profit and Retail Price Analysis in the Name field.
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3.6 Solutions 3-173
4) Click (About these regression results) next to Best Fit Line to view details.
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6) Click Post.
The visualization title bar should resemble the following:
2) Click (Manage Visualizations) in the Dock panel and select the following visualizations
to display them in the workspace:
Products Supplied by Country
Products Supplied by Country: Top 5 by Profit
Profit and Quantity by Product
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3.6 Solutions 3-175
e. Export an image of the treemap visualization with the default name. Do not show filters and ranks
in the image.
1) Click (Options) on the treemap visualization title bar and select Export Image.
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3) Click Save.
4) Navigate to the Desktop and accept the default name.
5) Click Save.
f. Select File Save to save the updated exploration.
g. Export the exploration as a report with the default name. Select all visualizations that can be
selected. Save the report in the Shared Data folder. Then, open the report in Visual Analytics
Designer.
1) Select File Export Exploration as Report.
2) Click (Add all) to add all visualizations that can be exported.
4) Click OK.
5) Select the Shared Data folder.
6) Accept the default name.
7) Click Save.
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3.6 Solutions 3-177
9) Click OK.
Visual Analytics Designer opens and the new report is displayed.
Each visualization is a separate section that is represented as a tab across the top of the report.
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3.6 Solutions 3-179
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3.6 Solutions 3-181
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Chapter 4 Designing Reports with
SAS® Visual Analytics
Exercises............................................................................................................. 4-29
4.3 Creating Data Items and Working with Graphs ...................................................... 4-31
Demonstration: Working with Graphs: Part 1............................................................. 4-36
Exercises............................................................................................................. 4-43
Demonstration: Working with Graphs: Part 2............................................................. 4-48
Exercises............................................................................................................. 4-52
Exercises............................................................................................................. 4-80
Exercises............................................................................................................. 4-97
Exercises........................................................................................................... 4-131
Exercises........................................................................................................... 4-150
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4.1 Examining the SAS Visual Analytics Des igner Interface 4-3
Objectives
Describe the features of SAS Visual Analytics
Designer.
List the ways to access SAS Visual Analytics
Designer.
Identify the components of the SAS Visual Analytics
Designer interface.
List the tabs available in the Left and Right panes.
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4.1 Examining the SAS Visual Analytics Des igner Interface 4-5
toolbar
Left
pane Right
pane
canvas
11
application bar Enables you to return to the Home Page and easily switch between open items.
menu bar Enables you to access common tasks and access online Help.
left pane Enables you to select new report objects, work with data, import objects, and work
with shared display rules.
right pane Enables you to work with details about the report and report objects.
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12
Click (Options) on the Data or Objects tab to display a list of available actions.
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4.1 Examining the SAS Visual Analytics Des igner Interface 4-7
15
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Designer Canvas
The canvas is the workspace for building a report. Report
prompts filter all of the sections by the same values.
Section prompts filter all report objects in that section.
report
prompt
report
sections
section
prompts
17
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4.1 Examining the SAS Visual Analytics Des igner Interface 4-9
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20
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22
When you use the precision layout, each report object enables you to specify size and position properties.
The toolbar displays the Arrange and Sizing menus when you use the precision layout.
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4.1 Examining the SAS Visual Analytics Des igner Interface 4-11
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27
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4.1 Examining the SAS Visual Analytics Des igner Interface 4-13
28
For more information about the roles available for each report object, see “Working with Data Role
Assignments” in SAS® Visual Analytics 7.3: User’s Guide.
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4.04 Poll
You can define both object-level and report-level display
rules.
True
False
30
32
32
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4.1 Examining the SAS Visual Analytics Des igner Interface 4-15
34
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Auto-Update
Above the canvas, there are options for controlling
the report, including the Auto-update check box.
36
36
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4.2 Creating a Simple Report 4-17
Objectives
Select a data source for the report.
Discuss the types of available report objects.
Add report objects to the canvas.
Assign data items to report objects.
39
40
Some of the listed tables are used for sample reports or for SAS Environment Manager for
administrative reporting.
Role-based capabilities determine whether you can import data and the type of data that you can
import.
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You can control which objects are displayed by selecting (Options) Show or Hide Objects.
The following graph report objects are available, but hidden by default:
The ability to open the Custom Graph Builder is determined by role-based capabilities.
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4.2 Creating a Simple Report 4-19
42
Roles tab
Drop zones
43
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Demonstration
Create a new report to display profit by year and quarter.
Select a data source.
Specify data item properties.
Add a pie chart and assign
data items.
Duplicate the pie chart
and change the category.
44
Exercise
Create a new report to display profit by product category.
Select a data source.
Specify data item properties.
Add a pie chart and assign data items.
45
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4.2 Creating a Simple Report 4-21
This demonstration illustrates creating a simple report by selecting a data source, specifying data item
properties, adding report objects, and assigning data items.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page. The SAS Visual Analytics logon page appears.
The first item specified in the Actions section is the default action for that content type.
f. Click Done to save the changes and return to the Home Page.
6. Click Report Designer in the Action button area.
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The classroom image might display more tabs in the Right pane and icons instead of names.
You can switch the display by selecting (List of tabs) Show icons only.
b. Click (Add data source) on the Data tab in the Left pane.
After you change the classification, the data item might be displayed in a different group,
depending on how the values are grouped.
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4.2 Creating a Simple Report 4-23
5) Click OK.
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4.2 Creating a Simple Report 4-25
The icon in the lower right corner indicates that the required roles were not assigned
a data item. Until the required roles are assigned, a placeholder is displayed on the report
canvas.
c. Click the Roles tab in the Right pane.
d. Select Year for the Category role.
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4-26 Chapter 4 Designing Reports w ith SAS® Visual Analytics
The pie chart is updated to show one slice for each year. The size of each slice measures
the number of rows for each year (frequency) in the data.
e. Right-click Frequency in the Measures role and select Replace Frequency Profit.
f. In the pie chart, right-click Year in the legend and select Sort Ascending.
The updated pie chart should resemble the following:
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4.2 Creating a Simple Report 4-27
10. Duplicate the pie chart and change the category role.
a. Right-click the pie chart on the canvas and select Duplicate Pie Chart 1.
b. Click the title bar for the new pie chart and drag it below the original pie chart.
c. Drop the pie chart graph object into the drop zone at the bottom of the window.
d. At the bottom of the canvas, right-click Year in the pie chart and select Replace Year
Quarter.
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The resolution of the computer, the size of the browser window, and the pane status
(expanded or collapsed) all impact how the different report objects are displayed. What
you see in the classroom might not match what is printed in the book.
You can stay signed in to complete the exercise, but you need to open a new report by
selecting File New.
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4.2 Creating a Simple Report 4-29
Exercises
If you followed along with the demonstration, there is no need to complete this step.
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Use the Roles tab to assign the following data items to the pie chart:
Role Data Item
Category Product Category
Measures Profit
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4.3 Creating Data Items and Wor king w ith Graphs 4-31
Objectives
List the type of data items that can be created.
List the types of available graph report objects.
Describe the process for modifying properties
and styles for graph report objects.
49
50
Hierarchies, custom categories, calculated items, aggregated measures, and parameters can be created
from the Data Options menu.
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Custom categories, parameters, custom sort, duplicate items, derived items, and geography data items can
be created from the right-click menu.
For measure data items, you can create the following types of derived items:
difference from previous period
difference from previous parallel period
percent difference from previous period
percent difference from previous parallel period
percent of total
period to date
year to date
year to date growth
year over year growth
For more information about creating data items in SAS Visual Analytics Designer, see Chapter 43
in SAS® Visual Analytics 7.3: User’s Guide.
4.05 Quiz
What is the difference between the icon
and the icon?
51
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4.3 Creating Data Items and Wor king w ith Graphs 4-33
Types of Graphs
Multiple graph objects are available in the Designer.
bar charts bubble plots
targeted bar charts treemaps
waterfall charts dual axis bar charts
line charts dual axis line charts
pie charts dual axis bar-line charts
scatter plots dual axis time series plots
time series plots
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4.3 Creating Data Items and Wor king w ith Graphs 4-35
Demonstration
Create new data items, add a bar chart to the report,
and assign properties and styles to all three report
objects.
58
Exercise
Add quantity as an additional measure to the pie chart
and set properties and styles.
59
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This demonstration illustrates how to create new data items, add graph objects to a report, and work with
the graph object properties and styles.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
h. Click Save.
6. Create new data items.
a. In the Data pane, right-click Profit and select Create Percent of Total.
b. Create a new hierarchy to navigate through the data.
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4.3 Creating Data Items and Wor king w ith Graphs 4-37
5) Click OK.
c. Create a custom category.
1) Right-click Continent Name on the Data tab and select New Custom Category.
2) Enter Hemisphere in the Name field.
3) Click Label1 on the right side of the window.
4) Type Northern and press Enter.
5) Select the following data items in the Values section:
Asia
Europe
North America
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The pie chart becomes the selected item on the report canvas.
i. Click (Select a font color) next to the Value category and select the white color.
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4.3 Creating Data Items and Wor king w ith Graphs 4-39
i. Click (Select a font color) next to the Value category and select the white color.
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b. Drag the Bar Chart graph object from the Objects tab into the drop zone on the right side
of the pie chart at the bottom of the report canvas.
f. In the report object, right-click Month Name and select Sort Ascending.
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4.3 Creating Data Items and Wor king w ith Graphs 4-41
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11. Select File Save to save the updated report using the same name.
12. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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4.3 Creating Data Items and Wor king w ith Graphs 4-43
Exercises
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Property Value
Style Value
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4.3 Creating Data Items and Wor king w ith Graphs 4-45
Use the Roles tab to assign the following data items to the line chart:
Measure Profit
Property Value
Style Value
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62
Demonstration
Add a treemap report object that uses the Customer
hierarchy to navigate through the levels in the treemap.
Add an additional
measure to the data
tip for the treemap
and modify properties
and styles.
63
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4.3 Creating Data Items and Wor king w ith Graphs 4-47
Exercise
Add an animated bubble plot using the product hierarchy.
64
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4.3 Creating Data Items and Wor king w ith Graphs 4-49
The placement of the tiles in the treemap is determined based on the size of the report
object. The resolution of your computer, the size of the browser window, and the status
of the panes (collapsed or expanded) impact how the treemap is displayed. What you see
on your classroom machine might not match what you see above.
7. Specify properties and styles for the treemap.
a. Click the Properties tab in the Right pane.
b. Enter Profit and Cost by Customer Hierarchy in the Name field.
c. Clear the Show legend check box.
d. Click the Styles tab in the Right pane.
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4.3 Creating Data Items and Wor king w ith Graphs 4-51
c. Select All Customer Hierarchy in the breadcrumb at the top of the treemap to navigate to the top
level of the hierarchy.
9. Select File Save to save the updated report using the same name.
10. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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Exercises
Use the Roles tab to assign the following data items to the bubble plot:
X axis Profit
Y axis Quantity
Size Frequency
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4.3 Creating Data Items and Wor king w ith Graphs 4-53
Property Value
Style Value
Use the hierarchy to drill through the data by double-clicking the bubbles for Clothes &
Shoes Shoes Eclipse Shoes.
Play the animation.
Return to the All Product Hierarchy level.
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67
Demonstration
Add a dual axis time series and modify properties
and styles for the new report object.
Rearrange the
objects in the
report for easier
viewing.
68
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4.3 Creating Data Items and Wor king w ith Graphs 4-55
Exercise
Add an animated dual axis bar-line chart to the report.
Modify the properties and styles of the dual axis bar-line
chart.
69
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4.3 Creating Data Items and Wor king w ith Graphs 4-57
g. Specify properties and styles for the dual axis time series plot.
1) Click the Properties tab in the Right pane.
2) Enter Profit and Cost Analysis in the Name field.
3) In the Time Series 1 section, select the Show fill check box.
4) Select Fixed count as the value for the Binning interval property.
5) Enter 60 as the value for the Fixed bin count property.
6) In the Time Series 2 section, select the Show fill check box.
7) In the Left Y Axis section, select the Set fixed minimum check box.
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4.3 Creating Data Items and Wor king w ith Graphs 4-59
8. Select File Save to save the updated report using the same name.
9. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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Exercises
Use the Roles tab to assign the following data items to the dual axis bar-line chart:
Role Data Item
Category Product Line
Measure (bar) Profit
Measure (line) Quantity
Animation Month Name
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4.3 Creating Data Items and Wor king w ith Graphs 4-61
d. Specify the properties and styles for the dual axis bar-line chart.
Specify the following properties for the dual axis bar-line chart:
Property Value
Name Monthly Profit and Quantity by Product Line
Show markers <select>
Reference lines
Specify the following styles for the dual axis bar-line chart:
Style Value
Line thickness 6
Marker size 12
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4.4 Working w ith Filters and Report Sections 4-63
Objectives
Describe the functionality provided by multi-section
reports.
List the ways to filter data.
Create data source filters.
Create report prompts and section prompts.
Create basic and advanced report object filters.
List the types of control objects and how they can
be used to interact with data.
73
74
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Basic and Advanced Subset the data for a single report object
Report filters based on the values of one or more data
items. Advanced filters provide additional
control.
Report and Section Subset the data for all objects in the report
prompts or the selected section.
75
76
The data source filter editor is similar to the expression editor that is used when you create data items.
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4.4 Working w ith Filters and Report Sections 4-65
77
Section
Prompts
slider
text input
drop-down
list
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80
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4.4 Working w ith Filters and Report Sections 4-67
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83
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Demonstration
Add a new section to a report. Move and import objects,
and add filters, ranks, and parameters.
report prompt section prompt
84
Exercise
Add a new section to an existing report and move
and rearrange report objects.
85
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4.4 Working w ith Filters and Report Sections 4-69
This demonstration illustrates creating a report section, moving and importing objects to the new section,
and filtering values.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
h. Click Save.
6. Add a new section to the report.
a. Select Insert New Section or click (Add new section) next to the Section 1 tab.
You can also use the Properties tab in the Right pane to rename the section.
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4-70 Chapter 4 Designing Reports w ith SAS® Visual Analytics
e. Rename Section 1.
f. Right-click the Section 1 tab and select Rename.
g. Enter Monthly Profit Analysis.
h. Press Enter.
7. Move an object from one section to another.
a. Click the Monthly Profit Analysis tab to make it active.
b. Right-click the treemap and select Move Profit and Cost by Customer Hierarchy to
Customer Demographics.
f. Click Insert Profit and Cost Analysis on the top of the thumbnail view.
This creates a copy of the original report object and places it in the current section.
9. Add a report prompt.
a. Click the Objects tab in the Left pane.
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4.4 Working w ith Filters and Rep ort Sections 4-71
b. Drag the Button Bar control to the Drop the controls here to create a report prompt area
at the top of the report canvas.
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4.4 Working w ith Filters and Report Sections 4-73
e. Select Clear Filter on the section prompt to clear the year filter.
12. Add a new data source filter.
a. On the Data tab, click (Options) and select New Data Source Filter.
e. Click in the Choose drop-down list control next to NotIn and select Internet/Catalog
Customers.
The information at the bottom of the window is helpful to determine how much
of the data is returned by the filter.
f. Click OK.
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All objects in all sections of the report are filtered by the data source filter. Now only two
category values are displayed in the treemap.
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4.4 Working w ith Filters and Report Sections 4-75
14. Modify properties for the dual axis time series plot.
a. Click the dual axis time series plot to make it active.
b. Click the Properties tab in the Right pane.
c. In the Left Y Axis section, clear the Set fixed minimum and Set fixed maximum check boxes.
d. In the Right Y Axis section, clear the Set fixed minimum and Set fixed maximum check boxes.
15. Add a rank to the bar chart.
a. Select the bar chart to make it active.
b. In the Right pane, click (List of tabs) and select Ranks to activate the tab.
c. Accept the default data item, Month Name, and click Add Rank.
d. Accept the default, Top Count.
e. Change 10 to 5.
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When it is selected, the All Other check box indicates that all values after the specified
count are grouped together and displayed as a single data point.
16. Create a parameter and apply the parameter to the rank for the bar chart.
a. On the Data tab, click (Options) and select New Parameter.
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4.4 Working w ith Filters and Report Sections 4-77
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4.4 Working w ith Filters and Report Sections 4-79
22. Select Eric Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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Exercises
d. Move the Profit and Quantity by Product Category pie chart to the Profit and Quantity Analysis
section.
e. Modify the line chart (Profit by Quarter and Product Line).
Use the Properties tab to change the name to Profit by Month and Product Line.
Use the Roles tab to replace Quarter with Month Name.
f. Add a report prompt that uses a slider control to select the year.
Use the Roles tab to assign the following data items to the slider:
Measure/Date Year
Frequency <remove>
Property Value
Select the years 2009 through 2011 as the value for the report prompt.
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Objectives
Describe the purpose of interactions.
List the types of interactions that are available for
reports.
Create filter and brush interactions.
List the types of links that are available for reports.
Define links for a report object.
Describe the purpose of alerts.
89
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4.5 Establishing Interactions, Links, and Alerts 4-83
Types of Interactions
There are two types of interactions:
Filter Is used to restrict the data that is displayed
in a report object. Filters are simply a set of
conditions used to subset the data. This is
the default.
Brush Is short for data brushing, which enables you
to highlight the same data that is selected
in multiple objects.
91
Interactions are defined between report objects within the same section. Links access another section, info
window, report, or URL.
92
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Interactions View
The Interactions View
displays a thumbnail
of each report object
and section, and shows
existing interactions
and links.
93
94
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4.5 Establishing Interactions, Links, and Alerts 4-85
Adding Links
To create a link, use the Interactions tab or right-click a
report object and select Add Link and choose the link type.
Right-click
Interactions tab
97
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Report Links
In the report object, double-clicking a row, a bar, or a pie
slice activates the report link.
98
The screen captures above are displays from SAS Visual Analytics Viewer.
Section Links
In the report object, double-clicking a row, a bar, or a pie
slice activates the section link.
99
The screen captures above are displays from SAS Visual Analytics Viewer.
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4.5 Establishing Interactions, Links, and Alerts 4-87
100
The screen captures above are displays from SAS Visual Analytics Viewer.
External Links
In the report object, double-clicking
a row, a bar, or a pie slice activates
the external link.
101
The screen captures above are displays from SAS Visual Analytics Viewer.
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You can specify additional parameters to pass data item value to the URL.
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4.5 Establishing Interactions, Links, and Alerts 4-89
103
103
Demonstration
Add an info window to the report. Establish interactions
and links and alerts.
104
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Exercise
Add two list controls to an existing report and establish
interactions to filter the pie chart.
105
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4.5 Establishing Interactions, Links, and Alerts 4-91
b. Click the Profit and Cost Analysis dual axis time series plot.
c. Click X in the report object title bar to delete the dual axis time series plot.
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10. Add another button bar to the Customer Details info window.
a. Drag the Button Bar control to the drop zone to the right of the first button bar control.
b. Click the Roles tab in the Right pane.
c. Select Year for the Category role.
d. Right-click Frequency in the Frequency role and select Remove Frequency.
e. Click Yes to remove the data assignment.
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d. Click the Profit by Quarter pie chart and drag the pencil icon to the Profit by Month bar chart.
A derived interaction is established between the Profit by Year pie chart and the bar chart.
e. Click the Profit by Month bar chart and drag the pencil icon to the Customer Details info
window.
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4.5 Establishing Interactions, Links, and Alerts 4-95
g. Select Profit by Month in the drop-down list at the top of the Interactions tab to view
the interactions.
i. Double-click Eric in the Recipients to add area to subscribe him to the report.
j. Click OK.
k. Click OK to create the alert.
The Alerts tab should resemble the following:
14. Select File Save to save the report using the same name.
15. Test the interactions in the Visual Analytics Viewer.
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4.5 Establishing Interactions, Links, and Alerts 4-97
Exercises
Frequency <remove>
Property Value
Frequency <remove>
Property Value
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e. Resize report objects in the Profit and Quantity Analysis section to resemble the following:
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4.6 Working w ith Gauges and Display Rules 4-99
Objectives
List the types of gauges that are available for reports.
Describe assigning data items to a gauge.
Set properties and styles for a gauge object.
Describe the purpose of a display rule.
List the process to establish display rules for different
types of report objects.
109
Gauge Types
A gauge displays the status or measure of one or more
variables in relation to a target, goal, or interval.
110
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target
measure
111
Shared display rules can be created and used for multiple gauges in a report. For more
information about creating shared display rules, see “Add a Shared Display Rule for Gauges”
in the SAS® Visual Analytics 7.3: User’s Guide.
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4.6 Working w ith Gauges and Display Rules 4-101
113
114
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Demonstration
Create a new report using gauges. Add a section prompt,
display rules, and section links to the report.
115
Exercise
Create a new report that contains gauges in one section
and a treemap in another section.
116
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4.6 Working w ith Gauges and Display Rules 4-103
h. Verify that 3 is selected as the value for the Number of intervals field.
i. Enter 0 in the Lower bounds field.
j. Enter 60,000,000 in the Upper bounds field.
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k. Click OK.
The interval values are populated and the gauges are displayed.
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4.6 Working w ith Gauges and Display Rules 4-105
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h. Verify that 3 is selected as the value for the Number of intervals field.
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4.6 Working w ith Gauges and Display Rules 4-109
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f. Click (Add).
i. Click (Add).
l. Click (Add).
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4.6 Working w ith Gauges and Display Rules 4-111
The Add New Display Rule window should resemble the following:
o. Click OK.
20. Add a new display rule to the bar chart.
a. Select Profit by Customer Gender and Age Group from the drop-down list at the top of the
Display Rules tab.
b. Click New.
1) Click Expression.
2) Verify that Profit is selected as the value for the Column field.
3) Verify that > (greater than) is selected as the value for the Operator field.
4) Enter 7,000,000 in the Value field.
5) Click the color selector and choose a dark green color.
6) Verify that Background is selected.
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7) Click OK.
c. Click New.
1) Click Expression.
2) Verify that Profit is selected as the value for the Column field.
3) Select BetweenInclusive as the value for the Operator field.
4) Enter 5,000,000 in the Min field.
5) Enter 7,000,000 in the Max field.
6) Click the color selector and choose a bright yellow.
7) Verify that Background is selected.
8) Click OK.
d. Click New.
1) Click Expression.
2) Verify that Profit is selected as the value for the Column field.
3) Select < (less than) as the value for the Operator field.
4) Enter 5,000,000 in the Value field.
5) Click the color selector and choose a dark red color.
6) Verify that Background is selected.
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4.6 Working w ith Gauges and Display Rules 4-113
7) Click OK.
The updated bar chart should resemble the following:
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23. Create a section link from the Profit by Age Group gauge to the Details section.
a. Click the Dashboard tab to make it active.
b. Select the Profit by Age Group gauge.
c. Right-click in the object and select Add Link Section Link.
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4.6 Working w ith Gauges and Display Rules 4-115
d. Verify that Details: Profit by Customer Gender and Age Group, Profit by Customer Age
Group and Month is selected.
e. Click OK.
24. Select File Save to save the report using the same name.
25. Test the section link in the Visual Analytics Viewer.
a. Select File View Report.
b. Click the gauge for 15-30 years.
A tooltip is displayed.
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The Details section is displayed and is filtered for the 15-30 age group.
26. Select Eric Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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4.6 Working w ith Gauges and Display Rules 4-117
Exercises
Use the Roles tab to assign the following data items to the gauge:
Measure Profit
Attribute Value
Number of intervals 3
Lower bounds 0
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Property Value
Type Speedometer
Maximum visuals 12
Specify the following styles for the gauge:
Style Value
e. Add a second gauge to the bottom of the canvas and specify display rules for the second gauge.
Use the Roles tab to assign the following data items to the second gauge:
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4.6 Working w ith Gauges and Display Rules 4-119
Attribute Value
Number of intervals 1
Property Value
Type Slider
Direction Vertical
Style Value
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Use the Roles tab to assign the following data items to the treemap:
Size Profit
Property Value
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4.6 Working w ith Gauges and Display Rules 4-121
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Objectives
List the types of table report objects.
Describe how display rules can be used with list tables
and crosstabs.
List the steps to add a sparkline to a list table.
Modify properties and style for table report objects.
120
Crosstab
121
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4.7 Working w ith Tables 4-123
122
123
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124
The Intersects field enables you to select the levels to which the display rule will apply: one or
more hierarchy levels, the grand total, or all levels.
Demonstration
Add an info window to a report with a list table that
contains a sparkline and uses a display rule.
125
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4.7 Working w ith Tables 4-125
Exercise
Add a crosstab table to an existing report.
Add a new info window that contains a list table and a text
input control to search for product names.
126
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This demonstration illustrates adding tables to a report. Display rules and sparklines are added to the list
table.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
h. Click Save.
6. Create a new info window section.
a. Select Insert New Section.
b. Click on the Section 1 tab and select Display as Info Window.
c. Right-click the Info Window 1 section tab and select Rename.
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4.7 Working w ith Tables 4-127
3) Click (Add).
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4.7 Working w ith Tables 4-129
5) Click OK.
The updated list table should resemble the following:
10. Link to the info window from the treemap in the Customer Demographics section.
a. Click the Customer Demographics tab to make it the active section.
b. Right-click the treemap and select Add Link Info Window Link .
c. Verify that Profit Detail: Profit by Customer Type and Gender is selected.
d. Click OK.
11. Select File Save to save the report.
12. Test the info window link in the Visual Analytics Viewer.
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f. Click Close.
13. Select Eric Sign out in the upper right corner to sign out of SAS Visual Analytics.
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4.7 Working w ith Tables 4-131
Exercises
Use the Roles tab to assign the following data items to the crosstab:
Property Value
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Use the Roles tab to assign the following data items to the list table:
Property Value
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4.7 Working w ith Tables 4-133
Style Value
l. Add a text input control to the top of the info window above the list table.
Use the Roles tab to assign the following data items to the text input control:
Property Value
Name Search
n. Add an info window link from the Profit and Quantity by Product Category pie chart in the Profit
and Quantity Analysis section.
o. Save the updated report using the same name.
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p. Test the interactions, links, and parameters using SAS Visual Analytics Viewer.
Click the slice for Clothes to see the brush interaction.
Use the Clothes slide to view the info window.
Search for Bikini in the list table.
q. Sign out of SAS Visual Analytics.
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4.8 Working w ith Other Objects 4-135
Objectives
Describe the report objects in the Containers
and Other categories.
Describe how container objects can be used
in reports.
List the ways that text objects display information.
List the ways that image objects are used in reports.
Describe a stored process.
List the ways that the stored process object is used
in SAS Visual Analytics.
Describe the differences between the geo bubble
map, geo coordinate map, and geo region map.
Describe the word cloud report object.
130
131
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132
vertical container stack container
The stack container uses a navigation control that enables you to select the report object
to be displayed.
The prompt container can be added to the report prompt, section prompt, or the report canvas.
The list control object can be added to the report or section prompt area when it is used within
a prompt container.
text image
You can add links to the text and image report objects.
133
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4.8 Working w ith Other Objects 4-137
134
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The Show metadata view option displays the following type of information:
136
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4.8 Working w ith Other Objects 4-139
138
A geography data item is a category whose values are mapped to geographical locations or regions.
Only predefined geographic roles can be used for geo region maps.
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140
140
Demonstration
Add an info window with a text object to the report. Import
an Excel file as a second data source and use a geo
coordinate map and a treemap to display the data.
141
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4.8 Working w ith Other Objects 4-141
Exercise
Add an image object to an existing report.
142
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This demonstration illustrates adding a second data source and other objects to a report.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
d. Highlight the text and select 14 as the value for the font size.
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4.8 Working w ith Other Objects 4-143
d. In the text object, enter the following: Click here to view additional information.
10. Modify properties for the text object and add an info window link.
a. Click the Properties tab in the Right pane.
b. Enter Link to Instructions in the Name field.
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f. Click OK.
The text object should resemble the following:
11. Select File Save to save the updated report using the same name.
12. Add another data source to the report.
a. Click the Data tab in the Left pane.
b. Click (Add data source).
c. In the Import Data section on the right side of the Add Data Source window, click Microsoft
Excel (*.xls, *.xlsx, *.xlsm, *.xlsb).
d. Navigate to D:\CourseData.
e. Select Focus_Customers.xlsx.
f. Click Open.
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4.8 Working w ith Other Objects 4-145
The Import Microsoft Excel File window should resemble the following:
Clicking Preview enables you to view the first 500 rows of the Excel file.
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The data items from the new data source are displayed on the Data tab.
4) Click OK.
14. Add a geo coordinate map to the Details section.
a. Click the Details tab to make it the active section.
b. Move the bar chart so that it is to the left of the line chart.
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4.8 Working w ith Other Objects 4-147
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18. Select File Save to save the updated report using the same name.
19. Test the info window link in the Visual Analytics Viewer.
a. Select File View Report.
b. Click the Click here to view additional information link.
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4.8 Working w ith Other Objects 4-149
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Exercises
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4.8 Working w ith Other Objects 4-151
e. Add a stack container object to the Product and Supplier Analysis section.
Modify the properties for the stack container:
Property Value
Use the Roles tab to assign the following data items to the word cloud:
Size Quantity
Color Profit
Property Value
Style Value
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h. Duplicate the word cloud and modify the roles and properties of the second word cloud.
j. Add a geo bubble map to the bottom of the Product and Supplier Analysis section.
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4.8 Working w ith Other Objects 4-153
Use the Roles tab to assign the following data items to the geo bubble map:
Size Quantity
Color Profit
Property Value
Style Value
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4.9 Solutions
Solutions to Exercises
1. Creating a Simple Report Using SAS Visual Analytics Designer
a. Sign in to the SAS Visual Analytics Home Page as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page. The SAS Visual Analytics logon page appears.
6) Click Done to save return to the Home Page and save the changes.
c. Create a new report.
1) Click Report Designer in the Action button area.
2) Select a data source for the report.
a) Click the Data tab in the Left pane.
c) Select ProductAnalysis.
d) Click Add.
3) Modify data item properties.
a) Right-click Quarter on the Data tab and select Category.
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4.9 Solutions 4-155
b) Rename Discount in percent of Normal Total Retail Price to Average Discount and change
the aggregation.
(1) Right-click Discount in percent of Normal Total Retail Price on the Data tab and
select Rename Data Item.
(2) Enter Average Discount in the New Name field.
(3) Click OK.
(4) Click in the Value field for the Aggregation property.
(5) Select Average.
c) Rename Quantity Ordered to Quantity.
(1) Right-click Quantity Ordered on the Data tab and select Rename Data Item.
(2) Enter Quantity in the New Name field.
(3) Click OK.
4) Select the data items that will be displayed on the Data tab.
e) Click OK.
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4.9 Solutions 4-157
e. Click Sign Out in the upper right corner to sign out of SAS Visual Analytics.
2. Modifying an Existing Report
a. Sign in to the SAS Visual Analytics Home Page as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
b. Open an existing report and save a copy.
1) Click Browse in the Action button area.
2) Select the Shared Data folder.
3) Select Product Report 1.
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4) Click Open.
5) Select File Save As.
6) Select the Shared Data folder.
7) Enter Product Report 2 in the Name field.
8) Click Save.
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4.9 Solutions 4-159
e) Click OK.
6) Create a custom sort for the Order Type data item.
a) Right-click Order Type on the Data tab and select New Custom Sort.
b) Double-click the following data items, in order, to add them to the Sorted Items list:
Internet Sale
Retail Sale
Catalog Sale
c) Click OK.
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c) Click OK.
d. Add Quantity as an additional measure to the pie chart.
1) Click the pie chart to select it.
2) Click the Roles tab in the Right pane.
3) Click (Edit selection) next to the Measures role and select Add Quantity.
e. Modify the properties and styles of the pie chart.
1) Click the Properties tab in the Right pane.
2) Enter Profit and Quantity by Product Category in the Name field.
3) Select the Show values as a percentage of total check box.
4) Select Multiples as the value for the Grouping style field.
5) Enter 5 in the Minimum percentage for “Other” field.
6) Click the Styles tab in the Right pane.
7) Select Crisp in the Data skin field.
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4.9 Solutions 4-161
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Sports appears first in the Product Line list due to the custom sort.
h. Click File Save to save the updated report using the same name.
i. Click Sign Out to sign out of SAS Visual Analytics.
3. Working with a Bubble Plot
a. Sign in to the SAS Visual Analytics Home Page as Eric .
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
4) Click Open.
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4.9 Solutions 4-163
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4.9 Solutions 4-165
d) Click Play in the bubble plot to show that the values change from month to month.
e) Click All Product Hierarchy to return to the top of the hierarchy.
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f. Click File Save to save the updated report using the same name.
g. Click Sign Out to sign out of SAS Visual Analytics.
4. Working with a Dual Axis Graph
a. Sign in to the SAS Visual Analytics Home Page as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
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4.9 Solutions 4-167
e) Click the arrow and select the second choice for the line style.
f) Enter 3 as the value for the width.
g) Click OK.
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e) Click the arrow and select the second choice for the line style.
f) Enter 3 as the value for the width.
g) Click OK.
6) Click the Styles tab in the Right pane.
7) Select Matte in the Data skin field.
8) Select 6 as the value for the Line thickness field.
9) Select 12 as the value for the Marker size field.
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4.9 Solutions 4-169
f. Select File Save to save the updated report using the same name.
g. Click Sign Out to sign out of SAS Visual Analytics.
5. Adding Sections to a Report
a. Sign in to the SAS Visual Analytics Home Page as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
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4.9 Solutions 4-171
f. Add a report prompt that uses a slider control to select the year.
1) Click the Objects tab in the Left pane.
2) Drag the Slider control to the Drop controls here to create a report prompt area at the top
of the report canvas.
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h. Select File Save to save the updated report using the same name.
i. Test the report prompt using SAS Visual Analytics Viewer.
1) Select File View Report.
2) Click the left dot on the slider.
3) Enter 2010 in the tooltip and press Enter.
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4.9 Solutions 4-173
8) Click Save.
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c. Add a list control to the left side of the canvas for the Profit and Quantity Analysis section.
1) Click the Profit and Quantity Analysis tab to make it the active section.
2) Click the Objects tab in the Left pane.
3) Drag a List control object from the Objects tab to the left of the canvas.
4) Click the Roles tab in the Right pane.
5) Select Product Line for the Category role.
6) Right-click Frequency in the Frequency role and select Remove Frequency.
7) Click Yes to remove the data assignment.
8) Click the Properties tab in the Right pane.
9) Enter Product Line Selector in the Name field.
10) Enter Select one (or more) product lines: in the Title field.
d. Add another list control below the first list control.
1) Drag a List control object from the Objects tab to the drop zone below the first list control.
2) Click the Roles tab in the Right pane.
3) Select Order Type for the Category role.
4) Right-click Frequency in the Frequency role and select Remove Frequency.
5) Click Yes to remove the data assignment.
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4.9 Solutions 4-175
e. Resize the report objects in the Profit and Quantity Analysis section to resemble the following:
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4-176 Chapter 4 Designing Reports w ith SAS® Visual Analytics
5) Click Close.
g. Add an external link from the Profit and Quantity by Product Category pie chart to the SAS Home
page (http://www.sas.com).
1) Click the Profit and Quantity Analysis tab to make it the active section.
2) Right-click the Profit and Quantity by Product Category pie chart and select Add Link
External Link .
3) Enter SAS Home Page in the Label field.
4) Enter www.sas.com in the URL field and press Enter.
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4.9 Solutions 4-177
5) Click OK.
h. Select File Save to save the updated report using the same name.
i. Test the interactions and link using the SAS Visual Analytics Viewer.
1) Select File View Report.
3) Select Sports and Children in the Product Line Selector list control.
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8) Verify that 3 is selected as the value for the Number of intervals field.
9) Enter 0 in the Lower bounds field.
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4.9 Solutions 4-179
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e. Add a second gauge to the bottom of the canvas and specify display rules for the second gauge.
1) Click the Objects tab.
2) Drag the Gauge object from the Objects tab to the bottom of the canvas.
3) Click the Roles tab in the Right pane.
4) Select Product Line for the Group role.
5) Select Quantity Ordered for the Measure role.
6) Click the Display Rules tab in the Right pane.
7) Click (Auto populate intervals) to open the Populate Intervals window.
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4.9 Solutions 4-181
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4.9 Solutions 4-183
4) Click OK.
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4-184 Chapter 4 Designing Reports w ith SAS® Visual Analytics
5) Right-click the Quantity by Product Line gauge and select Add Link Section Link.
6) Verify that Detail: Profit by Product Group is selected.
7) Click OK.
l. Save the report as Product Dashboard in the Shared Data folder.
1) Select File Save As.
2) If necessary, select the Shared Data folder.
3) Enter Product Dashboard 1 in the Name field.
4) Click Save.
m. Test the section links using the SAS Visual Analytics Viewer.
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4.9 Solutions 4-185
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4.9 Solutions 4-187
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4.9 Solutions 4-189
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4-190 Chapter 4 Designing Reports w ith SAS® Visual Analytics
4) Hold down the Ctrl key and select the following data items, in order:
Product Name
Quantity
Profit
5) Drag the selected items to the list table.
i. Modify the properties and styles for the list table.
1) Click the Properties tab in the Right pane.
2) Enter Supplier Analysis in the Name field.
3) Select the Show totals check box.
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4.9 Solutions 4-191
j) Click OK.
3) Resize the columns as needed.
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You might need to display the Filters tab in the Right pane to select it.
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4.9 Solutions 4-193
n. Add an info window link from the Profit and Quantity by Product Category pie chart in the Profit
and Quantity Analysis section.
1) Click the Profit and Quantity Analysis tab to make it the active section.
2) Right-click the Profit and Quantity by Product Category pie chart and select Add Link
Info Window Link .
3) Verify that Section Detail: Product Analysis is selected.
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4.9 Solutions 4-195
6) Click Close.
q. Select Eric Sign Out to sign out of SAS Visual Analytics.
9. Adding an Image and Other Objects to a Report
a. Sign in to the SAS Visual Analytics Home Page as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign In.
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4.9 Solutions 4-197
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4-198 Chapter 4 Designing Reports w ith SAS® Visual Analytics
4) Right-click Frequency in the Size role and select Replace Frequency Quantity.
5) Select Profit for the Color role.
g. Modify the properties and styles of the word cloud.
1) Click the Properties tab in the Right pane.
2) Enter Order Type in the Name field.
3) Click the Styles tab in the Right pane.
4) Expand the Data Colors section.
5) For the Gradient, select a red for the first color.
6) Select a yellow for the second color.
7) Select a green for the third color.
The updated word cloud should resemble the following:
h. Duplicate the word cloud and modify the roles and properties of the second word cloud.
1) Right-click the Order Type word cloud and select Duplicate Order Type.
2) Click the Roles tab in the Right pane.
3) Right-click Order Type in the Word role and select Replace Order Type Product
Category.
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4.9 Solutions 4-199
i. Duplicate the word cloud and modify the roles and properties of the third word cloud.
1) Right-click the Product Category word cloud and select Duplicate Product Category.
2) Click the Roles tab in the Right pane.
3) Right-click Product Category in the Word role and select Replace Product Category
Supplier Country.
4) Click the Properties tab in the Right pane.
5) Enter Supplier Country in the Name field.
The updated word cloud should resemble the following:
j. Add a geo bubble map to the bottom of the Product and Supplier Analysis section.
1) Drag a Geo Bubble Map from the Objects tab in the Left pane to the bottom of the Product
and Supplier Analysis section.
2) Click the Roles tab in the Right pane.
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k. Modify the properties and styles for the geo bubble map.
1) Click the Properties tab in the Right pane.
2) Enter Supplier Analysis in the Name field.
3) Clear the Show map navigation control check box.
4) Clear the Show legend check box.
5) Click the Styles tab in the Right pane.
6) Expand the Data Colors section.
7) For the Gradient, select a red for the first color.
8) Select a yellow for the second color.
9) Select a green for the third color.
The updated geo bubble map should resemble the following:
l. Select File Save to save the updated report using the same name.
m. Click Sign Out to sign out of SAS Visual Analytics.
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4.9 Solutions 4-201
16
21
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31
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4.9 Solutions 4-203
52
56
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82
95
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4.9 Solutions 4-205
137
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Chapter 5 Viewing SAS® Visual
Analytics Reports
Exercises............................................................................................................. 5-27
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5.1 View ing Reports on the Web 5-3
Objectives
List the functionality provided by SAS Visual Analytics
Viewer.
Describe the types of information and the functionality
provided by the Right pane.
List the options that are available when you search
for reports.
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5-4 Chapter 5 View ing SAS® Visual Analytics Reports
SAS Visual Analytics system administrators can configure support for guest access. Users with
guest access are not required to sign in and can access only the SAS Visual Analytics Home Page
and SAS Visual Analytics Viewer. Guest access uses a shared account, so it does not provide
individualized features such as history, favorites, settings and preferences, or alerts.
6 ...
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5.1 View ing Reports on the Web 5-5
Information
Comments
Alerts
Right Pane
The Information section provides information
about the report or the selected item.
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5-6 Chapter 5 View ing SAS® Visual Analytics Reports
Banner
The icons on the banner provide additional functionality
when you view a report.
Show Right Pane
Sections
Only users who can access the Designer will see the Edit Report action from the Options menu.
5.01 Poll
All users will have the ability to edit a report from the SAS
Visual Analytics Web Viewer.
True
False
10
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5.1 View ing Reports on the Web 5-7
Viewing a Report
This demonstration illustrates opening and interacting with reports in SAS Visual Analytics Viewer.
1. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar or from
the link on the page.
This report was built in the previous chapter. If you did not follow along with the previous
demonstration, this report will not be available to you.
The Viewer opens and the report is displayed.
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5-8 Chapter 5 View ing SAS® Visual Analytics Reports
b. Enter 8 in the Enter the number of months to view (1-12) and press Enter to update the bar
chart.
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5.1 View ing Reports on the Web 5-9
d. Click the tile for Orion Club Gold members and click DRILL.
The treemap is updated to show profit, cost, and quantity by gender for Orion Club Gold
members.
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5-10 Chapter 5 View ing SAS® Visual Analytics Reports
The Profit Detail info window is displayed and shows profit information for female Orion Club
Gold members between the ages of 46 and 60 years old.
j. Click Close.
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5.1 View ing Reports on the Web 5-11
m. Click Close.
9. Add a comment to the report.
a. Click (Show) to show the Right pane.
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5-12 Chapter 5 View ing SAS® Visual Analytics Reports
The Comments section should list Profit Report 2, which indicates that no report objects are
selected.
h. Click Post.
10. Select Rob Sign Out in the upper right corner to sign out of SAS Visual Analytics.
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5.1 View ing Reports on the Web 5-13
Exercises
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5-14 Chapter 5 View ing SAS® Visual Analytics Reports
Objectives
Explain the purpose of the SAS Mobile BI app.
Access reports using the SAS Mobile BI app.
View the similarities and differences between SAS
Visual Analytics Viewer and the SAS Mobile BI app.
15
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5.2 View ing Reports on a Mobile Device 5-15
SAS Mobile BI
SAS Mobile BI app enables users to view and interact
with SAS Visual Analytics reports on Apple iPads and
iPhones, Android tablets, and smartphones.
17
Use the Help facility that is built into the SAS Mobile BI
app for the most current information.
18
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5-16 Chapter 5 View ing SAS® Visual Analytics Reports
19
Connecting to a Server
Tap Settings at the bottom of the screen, and then tap
Add Connection to define a new server connection.
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5.2 View ing Reports on a Mobile Device 5-17
Accessing Help
To access Help from the Portfolio interface, tap the question
mark icon in the upper right corner.
In the Help
window, you
can select any
of the items by
tapping them.
21
22
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5-18 Chapter 5 View ing SAS® Visual Analytics Reports
23
Objectives
Describe SAS Office Analytics.
List how SAS Visual Analytics reports can be viewed
in Microsoft Office applications.
List how SAS Visual Analytics reports can be viewed
in SAS Enterprise Guide.
Describe the functionality provided by SAS Web Parts
for Microsoft SharePoint.
26
26
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5.3 View ing Reports w ith SAS Office Analytics 5-19
27
28
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29
30
30 continued...
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5.3 View ing Reports w ith SAS Office Analytics 5-21
31
31
32
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33
34
34
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5.3 View ing Reports w ith SAS Office Analytics 5-23
35
36
36
For more information, view SAS® Web Parts 6.1 for Microsoft SharePoint: User’s Guide.
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5-24 Chapter 5 View ing SAS® Visual Analytics Reports
Viewing Reports
This demonstration illustrates using SAS Office Analytics to open and interact with reports.
1. View a SAS Visual Analytics report in Microsoft Excel.
a. Select Start All Programs Microsoft Office 2013 Excel 2013.
b. Click Blank workbook.
c. Click the SAS tab on the ribbon.
d. Click Reports.
e. Navigate to SAS Folders Shared Data.
The bottom of the Reports window displays the connection information. By default, the
SAS add-in remembers your credentials between sessions. Rob’s credentials are stored on
the classroom machine. The reports listed here might be different from the reports
displayed on the classroom image.
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5.3 View ing Reports w ith SAS Office Analytics 5-25
This report was built in the previous chapter. If you did not follow along with the
previous demonstration, this report will not be available to you.
i. Click OK.
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5-26 Chapter 5 View ing SAS® Visual Analytics Reports
The report is added to the workbook. A separate worksheet is used for each section. The Report
Controls window floats on top of the active worksheet.
j. Use the Report Controls window to expand the treemap to view male Orion Club Gold members.
1) Click the Customer Demographics tab.
2) Double-click the tile for Orion Club Gold members.
3) Double-click the tile for Male.
The report object in the worksheet is updated to reflect the same drill level as the Report
Controls window.
l. Close Excel.
m. Click Don’t Save when you are prompted to save the changes.
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5.3 View ing Reports w ith SAS Office Analytics 5-27
Exercises
d. Close Enterprise Guide and do not save the changes to the project.
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5-28 Chapter 5 View ing SAS® Visual Analytics Reports
5.4 Solutions
Solutions to Exercises
1. Interacting with a SAS Visual Analytics Report
a. Sign in to the SAS Visual Analytics Home Page as Rob.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
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5.4 Solutions 5-29
3) Display the Profit and Quantity Analysis section and view information about the display
rules for the crosstab.
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5-30 Chapter 5 View ing SAS® Visual Analytics Reports
5) View the profit and quantity analysis information for the Sports product line for Retail Sales
from 2007 to 2011.
a) Change the position of the left slider to 2007.
b) Click the Sports check box in the Select one (or more) product lines list control.
c) Click the Retail Sale check box in the Select one (or more) order types list control.
The updated section should resemble the following:
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5.4 Solutions 5-31
6) Click a slice for Assorted Sports Articles in a pie chart to view the Section Detail info
window.
a) Click a slice for Assorted Sports Articles in either pie chart.
b) Select LINKS Section Link to Section Detail.
The Section Detail info window is displayed.
7) Search for products that contain the word Ball. Close the info window.
a) Enter Ball in the Search Parameter field and press Enter.
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5-32 Chapter 5 View ing SAS® Visual Analytics Reports
The list table is updated to display products that contain the word Ball.
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5.4 Solutions 5-33
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5-34 Chapter 5 View ing SAS® Visual Analytics Reports
2) View the profit and quantity analysis information for the Sports product line for Retail Sales
from 2007 to 2011.
a) Change the position of the left slider to 2007.
b) Click the Sports check box in the Select one (or more) product lines list control.
c) Click the Retail Sale check box in the Select one (or more) order types list control.
The updated section should resemble the following:
3) Right-click a slice for Assorted Sports Articles in a pie chart and select Section link to
Section Detail to view the Section Detail info window.
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5.4 Solutions 5-35
4) Search for products that contain the word Ball. Close the info window.
a) Enter Ball in the Search Parameter field and press Enter.
The Section Detail info window is updated to show information about products that
contain the word Ball.
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5-36 Chapter 5 View ing SAS® Visual Analytics Reports
11
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Chapter 6 Case Study: Creating
Analyses and Reports with SAS®
Visual Analytics
6.1 Case Study: Creating Analyses and Reports with SAS Visual Analytics................. 6-3
Demonstration: Managing LASR Tables ................................................................... 6-17
Exercises............................................................................................................. 6-19
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-3
Objectives
Identify the differences between SAS Visual Analytics
Explorer and SAS Visual Analytics Designer.
Apply the knowledge that you learned in the other
chapters to complete a case-study exercise.
2
2
Explorer Designer
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6-4 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
Custom graphs created with SAS Visual Analytics Graph Builder can be used with the Designer
but not with the Explorer.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-5
The Designer includes a word cloud report object that enables you to use category values to define
the words. The word cloud visualization in the Explorer enables you to use category values and also
enables you to use text analytics.
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6-6 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
6.01 Poll
All visualizations have a corresponding report object.
True
False
10
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-7
11
12
12
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6-8 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
13
MegaCorp Exploration 1
Create a geo map visualization to explore the total
capacity of each fabrication unit in a specific location.
A hierarchy is used to
create a navigational
path through the data
from region to state to
city.
14
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-9
MegaCorp Exploration 1
Create a bubble plot to explore the relationship between
Unit Yield and Unit Capacity by state.
15
MegaCorp Exploration 2
Analyze the correlation between Unit Age and Unit
Reliability.
16 continued...
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6-10 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
MegaCorp Exploration 2
Analyze the correlation
between Unit Age
and Expenses.
17 continued...
MegaCorp Exploration 2
Analyze the average unit reliability and the average unit
yield rate for each month during the years 2007 through
2011.
A local filter is
used to subset
the data for this
visualization to
display only the
specified years.
18
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-11
MegaCorp Exploration 3
Analyze the profitability of each facility based on
expenses, revenue, and profit.
19 continued...
MegaCorp Exploration 3
Analyze the profitability of each product based on
expenses, revenue, and profit.
Product Line
Product
Product Description
20 continued...
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6-12 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
MegaCorp Exploration 3
Create a visualization
to geographically display
profit by the facility state.
21
MegaCorp Exploration 4
Analyze profit by year, grouped by product line.
22 continued...
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-13
MegaCorp Exploration 4
Analyze the relationship on unit production by product line
and region.
23
24
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6-14 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
25
continued...
26
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-15
27
continued...
28
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-17
This demonstration illustrates how to load and unload tables in the SAS LASR Analytic Server.
1. Sign in to SAS Visual Analytics. Use Christine’s credentials.
a. From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
b. Enter Christine in the User ID field.
c. Enter Student1 in the Password field.
d. Click Sign in.
2. Access SAS Visual Analytics Administrator.
a. Select to display the side menu.
b. Select Administrator.
4. Load the MEGACORP table onto the SAS LASR Analytic Server.
a. In the navigation pane, expand the Shared Data folder.
b. Expand the Source Data folder.
c. Right-click the MEGACORP table.
d. Select Load a Table.
e. Enter Loaded by your name in the Description field.
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f. Click OK.
A message window appears, and indicates that the table was loaded.
g. Click Close.
5. Click Sign out in the upper right corner to sign out of SAS Visual Analytics.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-19
Exercises
If you followed along with the demonstration, there is no need to complete this first step.
If you did not follow along with the demonstration, you must complete the steps below
to load data that is used for the case study.
a. Sign in to SAS Visual Analytics. Use Christine’s credentials.
b. Clear the recent history in the Recent tile on the Home Page.
c. Set the default action to open the report in the Designer when you double-click the report
on the Home Page.
Hint: Select Eric Settings in the top right corner of the Home Page.
When you are prompted, click Replace with Select and select the MEGACORP table
that you loaded earlier. Select Open OK.
b. Save the updated exploration.
Be sure to save a copy of the exploration template because you use it later in the case study.
c. Create a copy of the exploration named MegaCorp Exploration 1 by selecting File Save As.
Save the new exploration in the Case Study folder.
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d. Create a visualization to analyze the capacity of each fabrication unit. Use a hierarchy to create
a navigational path through the data from region to state to city.
2) Use the hierarchy to navigate through the data and answer the following question:
Which facility in California has the lowest unit capacity?
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-21
e. Create a bubble plot visualization to analyze the total unit yield and unit capacity by state for all
of the years of production.
Hint: Click a bubble before clicking Play to see a trail that indicates the movement over time.
f. Save the exploration. Use the same name that was specified earlier (MegaCorp Exploration 1).
g. Open MegaCorp Exploration Template.
Hint: Recently used explorations can be accessed by selecting Recent on the File menu.
4. Exploring the MEGACORP Data Source and Saving a Second Exploration
a. Create a copy of the exploration named MegaCorp Exploration 2 by selecting File Save As.
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b. Create a visualization to analyze the correlation between Unit Age and Unit Reliability.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-23
f. Create a second visualization to analyze the correlation between Unit Age and Expenses.
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g. Create a visualization to analyze the average unit yield rate and average unit reliability from
month to month from 2007 through 2011.
1) Add a visualization filter to filter the data using the Date by Year data item. Include values
from only 2007 through 2011.
h. Save the data exploration as Mega Corp Exploration 2 in the Shared Data Case Study folder
location.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-25
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c. Create a visualization to analyze the profitability of each product based on expenses, revenue,
and profit. Use a hierarchy to create a navigational path through the data from Product Brand
to Product Description.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-27
Hint: To set the map style to Regions, select Use Geo Map on the Roles tab in the right
pane.
e. Save the data exploration as Mega Corp Exploration 3 in the Shared Data Case Study folder
location.
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6. Exploring the MEGACORP Data Source and Saving a Fourth Data Exploration
a. Create a copy of the exploration named MegaCorp Exploration 4 by selecting File Save As.
b. Create a visualization to analyze Profit by Year grouped by Product Line.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-29
c. Create a visualization to analyze the relationship on unit production between Facility Region and
Product Line.
d. Save the data exploration as Mega Corp Exploration 4 in the Shared Data Case Study folder
location.
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When you are prompted, click Change Data Source and select the MEGACORP
table that you loaded earlier.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-31
Be sure to save a copy of the report template in the case study because you use it later.
3) Create a copy of the report named MegaCorp Unit Report by selecting File Save As.
Save the new report in the Case Study folder.
b. Specify data item properties and add report objects to the report canvas.
1) Change the name of Unit Yield (rate) to Yield and set the aggregation to Average.
2) Add a list table object with the following properties to the report canvas:
Property Value
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Property Value
Required <enabled>
To display the frequency percent, you must remove frequency on the Roles tab first.
7) Add a list control with the following properties to the right side of the drop-down list control:
Property Value
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-33
Property Value
Group Unit
Measure Yield
Name Yield
Title Yield
Type Dial
Maximum visuals 45
Property Value
Group Unit
Measure Reliability
Name Reliability
Title Reliability
Type Dial
Maximum visuals 45
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Property Value
Group Unit
Measure Age
Name Age
Title Age
Type Thermometer
Maximum visuals 45
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-35
The gauge layout and orientation are determined based on the window size, width
of the Left and Right panes, and your computer resolution. Interactions are
established to limit the number of gauges that are displayed.
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1) To the report canvas, add a list table object with the following properties:
Property Value
Column Product
Expenses
Revenue
Profit
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-39
2) Below the list table, add a text object with the following properties:
Property Value
Title Legend
Font style
c. Add a new report section named Summary and make it the first section of the report.
d. Change Section 1 to be displayed as an info window.
e. Rename the info window as Detail.
f. Add objects to the Summary section.
1) Add a text object with the following property to the canvas:
Property Value
Text Use the check boxes below to select which year(s) of data to view.
If no check boxes are selected, all years are included in the report.
2) Add a second text object with the following property to the right of the first text object:
Property Value
Text Click a tile below to filter the expense gauges.
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6-40 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
3) Add a list control object with the following properties below the first text object:
Property Value
Category Year
Name Year Selector
Property Value
Tile Product
Size Expenses
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-41
Property Value
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-43
7) Add four gauges to the report. Place each gauge inside the horizontal container and assign
properties.
First gauge properties:
Property Value
Name Capital
Title Capital
Width 30
Type Dial
Property Value
Name Material
Title Material
Width 30
Type Dial
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6-44 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
Property Value
Measure Expenses (operational)
Display Rules 155,000 – 225,000 light blue color
225,000 – 450,000 medium blue color
450,000 – 900,000 dark blue color
Name Operational
Title Operational
Width 30
Property Value
Measure Expenses (staffing)
Display Rules 421,000 – 600,000 light blue color
600,000 – 1,200,000 medium blue color
1,200,000 – 2,400,000 dark blue color
Name Staffing
Title Staffing
Width 30
Show range labels <cleared>
Type Dial
Data skin Satin
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-45
The container should resemble the display below. The horizontal scroll bar is expected
and enables the content of the container to be wider than the container itself.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-47
2) Save the report as MegaCorp Profitability Report and store it in the Case Study folder.
b. Add a report prompt.
Property Value
Required <enabled>
Property Value
2) Add a pie chart with the following properties to the report below the text object:
Property Value
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6-48 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
Property Value
Name Revenue
Legend
Legend Box on the report canvas Right-click Facility City in the legend box on the
report canvas and select Sort Ascending.
3) Add a second pie chart with the following properties to the report below the first pie chart:
Property Value
Name Expenses
Legend
Legend Box on the report canvas Right-click Facility City in the legend box on the
report canvas and select Sort Ascending.
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-49
4) Add a time series plot with the following properties to the right side of the canvas:
Property Value
Measure Profit
5) Add a targeted bar chart with the following properties to the bottom of the report canvas:
Property Value
Category Facility City
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6) Add a crosstab table with the following properties to the left of the targeted bar chart:
Property Value
Indented <enabled>
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6.1 Case Study: Creating Analyses and Reports w ith SAS Visual Analytics 6-51
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6.2 Solutions
Solutions to Exercises
1. Managing LASR Tables
a. Sign in to SAS Visual Analytics. Use Christine’s credentials.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Select Administrator.
c. Unload the CustomerOrders and ProductAnalysis tables from the SAS LASR Analytic Server.
Use the LASR Tables tab.
d. Load the MEGACORP table from Shared Data/Source Data into the SAS LASR Analytic
Server folder. Modify the description to Loaded by your name.
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6.2 Solutions 6-53
5) Click OK.
6) Click Close to close the message window.
e. Click Sign out in the upper right corner to sign out of SAS Visual Analytics.
2. Managing Content and Editing Settings
a. Sign in to SAS Visual Analytics as Eric.
1) From the browser window, select SAS Visual Analytics Home Page from the bookmarks bar
or from the link on the page.
2) Enter Eric in the User ID field.
3) Enter Student1 in the Password field.
4) Click Sign in.
b. Clear the recent history in the Recent tile on the Home page.
1) Click in the Recent tile on the Home Page.
2) Select Clear.
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c. Set the default action to open the report in the Designer when you double-click the report
on the Home Page.
1) Click Eric Settings.
6) Click Done.
3. Creating a New Exploration
a. Open MegaCorp Exploration Template by navigating to Shared Data Case Study.
1) Click Browse in the Action button area.
2) If necessary, expand the Shared Data folder.
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6.2 Solutions 6-55
6) Click Select.
7) Select the MEGACORP table that you loaded earlier.
8) Click Open.
9) Click OK.
Be sure to save a copy of the exploration template because you use it later in the case
study.
c. Create a copy of the exploration named MegaCorp Exploration 1. Save the new exploration in
the Case Study folder.
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The automatic chart functionality determines the best way to display the selected data and creates
a geo map visualization.
Depending on your resolution, window size, and map zoom level, your geo map might
show more detail than the one displayed above.
3) Specify the visualization properties.
a) Click the Properties tab in the Right pane.
b) Enter Capacity by Facility in the Name field.
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6.2 Solutions 6-57
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e. Create a bubble plot visualization to analyze the total unit yield and unit capacity by state for all
of the years of production.
1) Click (New visualization) on the toolbar to create a new visualization.
3) Hold down the Ctrl key and select the following data items:
Unit Capacity
Unit Yield (actual)
Unit Yield (rate)
Facility State
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6.2 Solutions 6-59
7) Which state has the largest unit yield (actual) and largest unit capacity of all time?
TX
4. Exploring the MEGACORP Data Source and Saving a Second Data Exploration
a. Create a copy of the exploration named MegaCorp Exploration 2.
1) Select File Save As.
2) If necessary, select the Case Study folder.
3) Enter MegaCorp Exploration 2 in the Name field.
4) Click Save.
b. Create a new visualization to analyze the correlation between Unit Age and Unit Reliability.
1) Hold down the Ctrl key and click to select the following data items:
Unit Age
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6-60 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analytics
Unit Reliability
2) Drag the selected data items to the workspace. The automatic chart functionality determines
the best way to display the selected data.
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6.2 Solutions 6-61
What is the correlation value between Unit Reliability and Unit Age?
A correlation of -0.94 suggests that there is a strong linear relationship between Unit
Reliability and Unit Age.
2) Click on the visualization title bar to minimize the visualization.
f. Create a second visualization to analyze the correlation between Unit Age and Expenses.
1) Click (New visualization) on the toolbar to create a new visualization.
2) Hold down the Ctrl key and click to select the following data items:
Unit Age
Expenses
3) Drag the selected data items to the workspace.
The updated visualization resembles the following:
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6-62 Chapter 6 Case Study: Creating Analyses and Reports w ith SAS® Visual Analy tics
5) Based on the analysis, are the majority of the units under or over five years?
There are many more data points for units under five years of age.
g. Click on the visualization title bar to minimize the visualization.
h. Create a visualization to analyze the average unit yield rate and average unit reliability from
month to month from 2007 through 2011.
1) Click (New visualization) on the toolbar to create a new visualization.
2) Hold down the Ctrl key and click to select the following data items:
Date by Month
Unit Reliability
Unit Yield (rate)
You can also enter the beginning and ending values in the boxes to specify them.
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6.2 Solutions 6-63
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6.2 Solutions 6-65
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The automatic chart functionality determines the best way to display the selected data.
a) Double-click one of the bars for the West region. You can also click the region name
on the X axis.
The chart is updated to display the states in the West region.
b) Double-click one of the bars for CA.
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6.2 Solutions 6-67
Which facilities in California have expenses that are larger than revenue?
San Diego
c) Click the All Facility Hierarchy box at the top of the visualization to return to the highest
level of the hierarchy.
c. Create a visualization to analyze the profitability of each product based on expenses, revenue,
and profit. Use a hierarchy to create a navigational path through the data from Product Brand
to Product Description.
2) Hold down the Ctrl key and select the following data items:
Product Hierarchy
Expenses
Revenue
Profit
3) Drag the selected data items to the workspace.
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The automatic chart functionality determines the best way to display the selected data.
Are there any toy product lines that have a negative profit?
Yes, Action Figure has a negative profit.
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6.2 Solutions 6-69
6) Click the All Product Hierarchy box at the top of the visualization to return to the top level
of the hierarchy.
d. Create a visualization to analyze Profit by Facility State.
1) Click (New visualization) on the toolbar to create a new visualization.
2) Hold down the Ctrl key and click to select the following data items:
Facility State
Profit
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6. Exploring the MEGACORP Data Source and Saving a Fourth Data Exploration
a. Create a copy of the current exploration named MegaCorp Exploration 4.
1) Select File Save As.
2) If necessary, select the Case Study folder.
3) Enter MegaCorp Exploration 4 in the Name field.
4) Click Save.
b. Create a visualization to analyze Profit by Year grouped by Product Line.
1) Click to set the visualization type to a line chart.
2) Hold down the Ctrl key and click to select the following data items:
Date by Year
Profit
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6.2 Solutions 6-71
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d. Create a visualization to analyze the relationship on unit production between Facility Region and
Product Line.
3) Hold down the Ctrl key and click to select the following data items:
Product Line
Facility Region
Unit Yield (actual)
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6.2 Solutions 6-73
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f. Close the Explorer by clicking the X in the button on the application bar.
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6.2 Solutions 6-75
Be sure to save a copy of the report template because you use it later in the case study.
3) Create a copy of the report named MegaCorp Unit Report. Save the new report in the Case
Study folder.
a) Select File Save As.
b) If necessary, select the Case Study folder.
c) Enter MegaCorp Unit Report in the Name field.
d) Click Save.
b. Specify data item properties and add report objects to the report canvas.
1) Change data item properties.
a) Select Unit Yield (rate) on the Data tab.
b) Use the data items table to change the name to Yield.
c) Use the data items table to change the aggregation to Average.
2) Add a list table object.
a) Click the Objects tab in the Left pane.
b) Drag the List Table object from the Objects tab to the report canvas.
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Yield
Reliability
e) Drag the selected items from the Data tab to the list table.
f) Verify that the Facility City column heading indicates that the data is sorted in ascending
order by city.
g) Hold down the Ctrl key and click the Unit column heading to sort the data in ascending
order by unit within city.
h) Hold down the Ctrl key and click the Year column heading to sort the data in ascending
order by year within unit within city.
i) Hold down the Ctrl key and click the Year column heading again to sort in descending
order.
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6.2 Solutions 6-77
3) Create a new report section named Summary and make it the first section of the report.
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j) Click (Edit selection) next to the Frequency field and select Remove Frequency.
k) Select Yes.
l) On the Data tab, drag Frequency Percent and drop it onto the State Selector drop-down
list control object.
i) Click (Edit selection) next to the Frequency field and select Remove Frequency.
j) Select Yes.
k) From the Data tab, drag Frequency Percent and drop it onto the City Selector list control
object.
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6.2 Solutions 6-79
a) Drag Yield from the Data tab onto the first dial gauge.
b) Drag Reliability from the Data tab onto the second gauge.
c) Drag Age from the Data tab onto the third gauge.
11) Create a display rule and set the properties and styles for the first gauge.
a) Click the first gauge to make it the active object.
b) Click the Display Rules tab in the Right pane.
(1) Enter .7 as the beginning value for the first rule.
(2) Enter .75 as the ending value for the first rule.
(3) Enter .9 as the ending value for the second rule.
(4) Enter 1 as the ending value for the third rule.
(5) Press Enter.
A warning icon is displayed in the bottom right corner of the report object.
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The dial gauge resembles the display below. Interactions are established to limit the
number of gauges that are displayed.
The gauge layout and orientation are determined based on the window size,
width of the Left and Right panes, and your computer resolution.
12) Create a display rule and set the properties and styles for the second dial gauge.
a) Click the second gauge to make it the active object.
b) Click the Display Rules tab in the Right pane.
(1) Enter .84 as the beginning value for the first rule.
(2) Enter .88 as the ending value for the first rule.
(3) Enter .9 as the ending value for the second rule.
(4) Enter 1 as the ending value for the third rule.
(5) Press Enter.
c) Click the Properties tab in the Right pane.
(1) Enter Reliability in the Name field.
(2) Enter Reliability in the Title field.
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6.2 Solutions 6-81
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o) Click and drag your mouse to the Detail section to establish a link.
The interactions view should resemble the following:
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6.2 Solutions 6-83
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When the report is viewed in the Visual Analytics Viewer, this report section opens
in a separate resizable window that floats above the report.
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6.2 Solutions 6-85
1) Select File Save As. If necessary, select the Case Study folder.
2) Enter MegaCorp Product Report in the Name field. Click Save.
b. Add report objects to the report canvas.
1) Add a list table object.
a) If necessary, click the Objects tab in the Left pane to make it active.
b) Drag the List Table object from the Objects tab to the report canvas.
c) Click the Data tab in the Left pane to make it active.
d) Hold down the Ctrl key and select the following data items:
Product
Expenses
Revenue
Profit
e) Drag the selected items from the Data tab to the list table.
f) If necessary, click the Properties tab in the Right pane.
(1) Enter Product Detail in the Name field.
(2) Enter Product Detail in the Title field.
(3) Select the Show totals check box.
(4) If necessary, resize the columns to view the totals.
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(vi) Verify that Expenses is selected as the value for the Applies to field.
The Add New Display Rule window should resemble the following:
(vii) Click OK to close the Add New Display Rule window. The table is updated.
(7) Click New to define another new rule. Select Expression.
(i) Select Profit for the Column field.
(ii) Select < (less than) for the Operator field.
(iii) Enter 0 in the Value field.
(iv) Click to bold the value.
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6.2 Solutions 6-87
(vi) Click (Select a font color) and select a dark yellow color.
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The Add New Display Rule window should resemble the following:
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6.2 Solutions 6-89
The Add New Display Rule window should resemble the following:
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(3) Highlight all of the text and set the size to 12.
(4) Highlight Expenses more than Profit.
(5) Click (Select a font color) and select a white color.
3) Resize the report objects so that the text object takes up the least amount of space.
c. Add a new report section named Summary and make it the first section of the report.
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6.2 Solutions 6-91
5) Click the Summary tab and drag it until the drop zone appears to the left of Section 2.
d. Display Section 1 as an info window.
1) If necessary, click Section 1 to make it the active section.
2) Click the arrow button on the Section tab and select Display as Info Window.
e. Rename the info window as Detail.
1) Right-click Info window.
2) Select Rename.
3) Enter Detail.
f. Add objects to the Summary section.
1) Add a text object.
a) Drag the Text object from the Objects tab to the report canvas.
b) Enter Use the check boxes below to select which year(s) of data to view.
If no check boxes are selected, all years are included in the report. as the text.
(1) Click (Edit selection) next the Frequency field and select Remove Frequency.
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(2) Drag Frequency Percent from the Data tab and drop it in the List control object.
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6.2 Solutions 6-93
7) Add four gauges to the report. Place each gauge inside the horizontal container and assign
properties.
a) Drag a Gauge object from the Objects tab to the horizontal container.
b) Drag a second Gauge object from the Objects tab to the horizontal container.
c) Drag a third Gauge object from the Objects tab to the horizontal container.
d) Drag a fourth Gauge object from the Objects tab to the horizontal container.
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(vii) Click the color selector for the third rule and select a dark blue color.
(2) Click the Properties tab in the Right pane.
(i) Enter Capital in the Name field.
(ii) Enter Capital in the Title field.
(iii) Type 30 as the value for the Width field.
(iv) Clear the Show range labels check box.
(v) Select Dial as the value for the Type field.
(vi) Click the Styles tab in the Right pane. Select Satin as the value for the
Data skin field.
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6.2 Solutions 6-95
(v) Click the color selector for the first rule and select a light blue color.
(vi) Click the color selector for the second rule and select a medium blue color.
(vii) Click the color selector for the third rule and select a dark blue color.
(2) Click the Properties tab in the Right pane.
(i) Enter Material in the Name field.
(ii) Enter Material in the Title field.
(iii) Type 30 as the value for the Width field.
(iv) Clear the Show range labels check box.
(v) Select Dial as the value for the Type field.
(vi) Click the Styles tab in the Right pane. Select Satin as the value for the Data
skin field.
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(ii) Enter 600,000 as the ending value for the first rule.
(iii) Enter 1,200,000 as the ending value for the second rule.
(iv) Enter 2,400,000 as the ending value for the third rule.
(v) Click the color selector for the first rule and select a light blue color.
(vi) Click the color selector for the second rule and select a medium blue color.
(vii) Click the color selector for the third rule and select a dark blue color.
(2) Click the Properties tab in the Right pane.
(i) Enter Staffing in the Name field.
(ii) Enter Staffing in the Title field.
(iii) Verify that 30 is selected for the Width field.
(iv) Clear the Show range labels check box.
(v) Click the Styles tab in the Right pane. Select Satin as the value for the
Data skin field.
The container should resemble the following. The horizontal scroll bar is expected
and enables the content of the container to be wider than the container itself.
2) Move the mouse pointer over the Year Selector object until you see the pencil icon.
3) Click and drag your mouse to the Total Expenses object to establish a filter interaction.
4) Move the mouse pointer over the Total Expenses object until you see the pencil icon.
5) Click and drag your mouse to the Capital object to establish a filter interaction.
6) Move the mouse pointer over the Total Expenses object until you see the pencil icon.
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6.2 Solutions 6-97
7) Click and drag your mouse to the Material object to establish a filter interaction.
8) Move the mouse pointer over the Total Expenses object until you see the pencil icon.
9) Click and drag your mouse to the Operational object to establish a filter interaction.
10) Move the mouse pointer over the Total Expenses object until you see the pencil icon.
11) Click and drag your mouse to the Staffing object to establish a filter interaction.
12) Move the mouse pointer over the Capital gauge until you see the pencil icon.
13) Click and drag your mouse to Detail to establish an info window link.
14) Move the mouse pointer over the Capital gauge until you see the pencil icon.
15) Click and drag your mouse to Detail to establish an info window link.
16) Move the mouse pointer over the Material gauge until you see the pencil icon.
17) Click and drag your mouse to Detail to establish an info window link.
18) Move the mouse pointer over the Operational gauge until you see the pencil icon.
19) Click and drag your mouse to Detail to establish an info window link.
20) Move the mouse pointer over the Staffing gauge until you see the pencil icon.
21) Click and drag your mouse to Detail to establish an info window link.
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6.2 Solutions 6-99
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6.2 Solutions 6-101
d) Click (Edit selection) next the Frequency field and select Remove Frequency.
e) Click Yes when you are prompted to remove the data assignment.
d) Drag Revenue from the Data tab onto the pie chart.
e) Click the Properties tab in the Right pane.
(1) Enter Revenue in the Name field.
(2) Select the right-middle location for the legend placement.
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f) Right-click Facility City in the legend box on the report canvas. Select Sort
Ascending.
3) Add a second pie chart to the canvas below the first pie chart.
a) Click the Objects tab to make it active.
b) Drag the Pie Chart object from the Objects tab below the first pie chart.
4) Add a time series plot to the right side of the report canvas.
a) Click the Objects tab to make it active.
b) Drag the Time Series Plot object from the Objects tab to the right side of the canvas.
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6.2 Solutions 6-103
b) Drag the Targeted Bar Chart object from the Objects tab to the bottom of the canvas.
c) Click the Data tab to make it active.
d) Drag Facility City from the Data tab onto the targeted bar chart.
e) Drag Unit Yield (actual) from the Data tab onto the targeted bar chart. Select Measure.
f) Drag Unit Yield (target) from the Data tab onto the targeted bar chart and select Target.
g) Click the Properties tab in the Right pane. Enter Unit Yield in the Name field.
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6) Add a crosstab table to the canvas to the left of the targeted bar chart.
a) Click the Objects tab to make it active.
b) Drag the Crosstab object from the Objects tab to the left of the targeted bar chart.
c) Click the Data tab to make it active.
d) Drag Facility City from the Data tab onto the crosstab in the rows area.
e) Drag Revenue from the Data tab onto the report body section of the crosstab.
f) Drag Expenses from the Data tab to the right side of the report body section
of the crosstab.
g) Drag Profit from the Data tab to the right side of the report body section of the crosstab.
h) Click the Properties tab in the Right pane.
(1) Enter Facility Table in the Name field.
(2) Select the Indented check box.
(3) Select the Show column totals check box.
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6.2 Solutions 6-105
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6.2 Solutions 6-107
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Chapter 7 Learning More
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7.1 SAS Resources 7-3
Objectives
Identify areas of support that SAS offers.
List additional resources.
Education
SAS Education provides comprehensive training to
deliver greater value to your organization.
more than 200 course offerings
world-class instructors
multiple delivery methods
training centers around the world
4 http://support.sas.com/training
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7-4 Chapter 7 Learning More
SAS Books
Convenient. Practical. Enlightening.
Valuable insight with solid results.
Available in a variety of formats
to best meet your needs:
hard-copy books
e-books
PDF
5 www.sas.com/store/books
6 http://support.sas.com/certify
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7.1 SAS Resources 7-5
Customer Support
SAS provides a variety of self-help and assisted-help
resources including the following:
SAS Knowledge Base
downloads and hot fixes
license assistance
SAS discussion forums
SAS Technical Support
7 http://support.sas.com/resourcekit/
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7-6 Chapter 7 Learning More
Networking
Social media channels, SAS blogs, and user group
organizations enable you to
interact with other SAS users and SAS staff
learn new programming tips and tricks
obtain exclusive discounts.
9 http://support.sas.com/socialmedia
Objectives
Introduce the different types of SAS training.
Identify additional learning opportunities
that follow this course.
12
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7.2 Beyond This Course 7-7
13 http://support.sas.com/training/options
14
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7-8 Chapter 7 Learning More
Administration
15
15
16
16
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7.2 Beyond This Course 7-9
17
17 http://support.sas.com/training/tutorial
Next Steps
After you complete this course, you have access to
extended learning resources, including the following:
an electronic copy of the course notes
links to technical papers
links to SAS Publishing documentation and books
links to white papers, SAS Global Forum papers,
and much more
18
18
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7-10 Chapter 7 Learning More
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