Nicole Ball - Interactive Reports in SAS® Visual Analytics: Advanced Features and Customization

Nicole Ball

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The correct bibliographic citation for this manual is as follows: Ball, Nicole. 2021. Interactive Reports in SAS Visual Analytics: Advanced Features and Customization . Cary, NC: SAS Institute Inc.

Interactive Reports in SAS Visual Analytics: Advanced Features and Customization

Copyright 2021, SAS Institute Inc., Cary, NC, USA

ISBN 978-1-954846-70-8 (Hardcover)
ISBN 978-1-953330-53-6 (Paperback)
ISBN 978-1-953330-54-3 (Web PDF)
ISBN 978-1-953330-55-0 (EPUB)
ISBN 978-1-953330-56-7 (Kindle)

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Contents

About This Book

What Does This Book Cover?

This book contains a variety of examples that enable you to create interactive reports in SAS Visual Analytics using advanced features and customization. You can create interactive links to external websites, use parameters to give the viewer more control over the report, create and add custom graphs and third-party visualizations, execute SAS code using SAS Viya jobs, and even embed report content in your own web pages and apps.

This book does not discuss basic functionality in SAS Visual Analytics, like how to create reports, use report objects, apply filters, or add basic actions or links. It is intended for users that are already familiar with both basic and advanced functionalities in SAS Visual Analytics and want to create more advanced interactive reports that enable viewers to exert more control over their report-viewing experience.

Is This Book for You?

This book is intended for users who are familiar with both basic and advanced features in SAS Visual Analytics. If you do not have any experience with SAS Visual Analytics, see An Introduction to SAS Visual Analytics: How to Explore Numbers, Design Reports, and Gain Insight into Your Data by Tricia Aanderud, Rob Collum, and Ryan Kumpfmiller. You can also take the SAS Visual Analytics 1 for SAS Viya: Basics course and the SAS Visual Analytics 2 for SAS Viya: Advanced course.

What Are the Prerequisites for This Book?

Before reading this book and working with the examples, you should know how to do the following:

• Access SAS Visual Analytics
• Build a basic report
• Create calculated items and aggregated measures and understand the difference between the two
• Use objects in SAS Visual Analytics to build reports
• Modify roles and options for report objects
• Create basic filters, actions, links, display rules, and ranks

How to Use This Book

This book can be used as a resource for you to incorporate more advanced functionality and interactivity into your SAS Visual Analytics reports. You dont have to read the book in order! There are many ways you can approach learning and applying the information in this book:

• Just-in-time learning : Use the chapters and examples as you need them. For example, if you need to learn different ways that you can create advanced links, see : Linking to External Websites .
• Learn more about using the Data pane : Focus on creating more advanced data items using the Data pane and apply them to your reports. For this approach, see : Working with Date Parameters .
• Learn more about customizations : Focus on creating your own custom graphs and experiences. For this approach, see .
• Learn about using date data items : Focus on creating and using date data items for your reports. For this approach, see the following examples:
  • - Example: Creating a Calculated Item and a Basic Filter
  • - Example: Viewing Data for the Next N Years
  • All examples in : Working with Date Parameters
• Learn about Geo maps : Learn about creating different types of geographic data items (using predefined roles, using latitude and longitude, and using custom polygonal shapes). For this approach, see the following examples:
  • - Example: Linking to a File (coordinate geo map using latitude and longitude)
  • - Example: Viewing a Map Location (coordinate geo map using latitude and longitude)
  • - Example: Linking to a Parameterized Report (region geo map using predefined geographic roles)
  • - Example: Grouping Values Based on a Threshold (region geo map using predefined geographic roles)
  • - Example: Viewing Data for the Next N Years (coordinate geo map using latitude and longitude)
  • - Example: Selecting a Region (region geo map using custom predefined geographic roles and custom polygonal shapes)
  • - Example: Highlighting a Selected Month (coordinate geo map using latitude and longitude)
  • - Example: Viewing 10 Years after a Selected Year (coordinate geo map using latitude and longitude)
  • - Example: Building a Custom Map (coordinate geo map using latitude and longitude)
  • - Example: Building a Custom Map with Polygon Layers (region geo map overlaid with coordinate geo map using custom polygonal shapes and latitude and longitude)