SAS Visual Analytics Viewer 62

SAS Visual Analytics Viewer
Transcripts from
SAS Visual Analytics 6.2:
Video Library
Table of Contents
Open and Interact with an Existing Report on the Web ....................................................................... 3
Work with Comments ................................................................................................................................. 6
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Copyright 2013 SAS Institute Inc. Cary, NC, USA. All rights reserved. Printed in the United States of
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Prepared date 24SEP2013.
Copyright 2013, SAS Institute Inc., Cary, North Carolina, USA. ALL RIGHTS RESERVED
Open and Interact with an Existing Report on the

Web
In this video, you learn how to open and interact with an existing report using SAS Visual Analytics
Viewer.
C opy r i ght 2012, SAS I nsti tute I nc . All r i ghts r eser ved.
Using SAS Visual Analytics Web Viewer

For users with a Report Viewing role, the web viewer
enables them to view and interact with report content.
continued...
SAS Visual Analytics Viewer enables you to view and interact with reports.
Using SAS Visual Analytics Web Viewer

Users with the proper permissions also have the ability to
respond to comments and add new comments to a report.
The interface of the Viewer includes a collapsible Right pane that has tabs for viewing report properties
and for working with comments. The ability to view and interact with comments is dependent on the rolebased capabilities assigned to a user.
Opening a Report
Use one of the following methods to open an existing
report:
Double-click a report in the Hub.
Use the object inspector in the Hub to view details
about the report and click View.
Click
on the Hub's toolbar to use the Open window.
Click Open in the Common Actions pane to use the
Open window.
Role-based capabilities control some

aspects of SAS Visual Analytics Web
Viewer.
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There are several ways to open a report for viewing. Users that have the capabilities to create reports can
open a report into the Designer or the Viewer. For these users, the default action is to open the report in
the Designer. In order to open a report in the Viewer, they need to select View in the object inspector on
the Hub.
Lets see how to open and interact with an existing report using SAS Visual Analytics Viewer.
Opening and Interacting with an Existing Report on the Web

1. Ive already logged on to SAS Visual Analytics using the credentials for a user who has report
creation capabilities.
2. Because I can edit and view reports, I will single-click Product Analysis Report in the My Content
area to display the object inspector.
3. I will click View to open the report in SAS Visual Analytics Viewer.
4. The report opens, and I can see that there are four objects in the report: a bar chart, a list table, a pie
chart, and a line chart. There is also a section prompt to filter the data by year. Because of my
assigned role, I also have access to the Comments tab in the Right pane.
5. I want to change the year using the section prompt in the upper right corner. Ill click the drop-down
list control and select 2011. The four report objects are updated to reflect 2011 data.
6. This report includes interactions between some of the report objects. When I click the line for Gift in
the list table, the corresponding bar in the bar chart and slice in the pie chart are highlighted. This type
of interaction is called brushing.
7. Now Ill click the slice of the pie chart for Figurine. Notice that the brushing works in both
directions, so selecting a product line in the pie chart, list table, or bar chart brushes the corresponding
value in the other report objects.
8. Im also interested in concentrating on the information displayed in the line chart. I will click on the
line chart to make it active. When a report object is active, I see a tab at the top, which enables me to
maximize the report object.
9. I will click the maximize button
so that the line chart fills the display area.
10. If I place the cursor on the data point for February 2011, I see a data tip that tells me that the product
quality value is 86.68%.
11. I would like to export the data that makes up the line chart report object. I will right-click in the line
chart and select Export Line Chart 1.
12. I will accept the defaults in the Export or Save As window and click OK.
13. Based on my operating system settings, the exported file opens in Excel and I can view the 12 data
rows and two columns of data.
14. I will select File Exit to close Excel.
15. Back in the Viewer, I will click the Restore tool
report objects.
in the report object title bar to view all four
16. I want to return to the Hub, so Ill click Home in the upper left corner.
17. Because Im using the Viewer, any changes that Ive made, such as selecting a different section
prompt value, are not saved.
Now you can see how easy it is to open and interact with a report using SAS Visual Analytics Viewer.
Work with Comments

In this video, you learn how to work with comments using SAS Visual Analytics Viewer.
Adding Comments to Reports

With the necessary role-based capability, you can view and
interact with comments in SAS Visual Analytics Viewer. The
Comments tab in the Right pane enables you to view and
reply to existing comments, as well as add new comments.
You can also attach a file with more information if needed.
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SAS Visual Analytics Viewer enables you to view and interact with comments using the Comments tab in
the Right pane. If you have the necessary role-based capability, you can create a new comment by
entering a topic. You can then enter the comment text and even attach a file from your computer to
provide additional information.
Adding Comments to Reports

If you have the required
role, you can also
interact with comments
in the object inspector
on the Hub, in SAS
Visual Analytics
Designer, and in the
Mobile BI app.
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After comments have been added to a report, they can be viewed in the Viewer, in the object inspector on
the Hub, in the Designer, and on a mobile device using the Mobile BI app.
Lets see how to create and interact with comments using SAS Visual Analytics Viewer.
Working with Comments

1. Ive already logged on to SAS Visual Analytics using the credentials for a user who has the capability
to create reports.
2. Because I can both edit and view reports, I will click Product Analysis Report in the My Content
area to display the object inspector.
3. I will click View to open the report in SAS Visual Analytics Viewer.
4. The report opens, and I can see that there are four report objects: a bar chart, a list table, a pie chart,
and a line chart. There is also a section prompt to filter the data by year.
5. Looking at the line chart, Ive noticed that there was a big drop in product quality from October to
November of 2012. I want to add a comment about the drop in quality to request more information.
Because of my role, I have the ability to enter comments.
6. I will begin by expanding the Right pane to open the Properties and Comments tabs. Ill click the
Comments tab. I see that currently there are no comments.
7. Ill click at the bottom where it says Enter a topic name. I will type Product Quality in Fourth
Quarter as the topic name.
8. After Ive entered a topic name, I can then select the next Enter a comment field so that I can enter
the comment text and, optionally, attach a file.
9. I will type Why was there such a large decrease in product quality from October to November in
2012?
10. I dont have anything that I want to attach, so I will click Post, which saves the comment. Notice that,
as I do so, the comment is added to the top of the Comments list. And there is an Edit button available
if I want to change the text.
11. Next, assume that I am accessing the report as another user and want to respond to the comment. I
will click in the new Respond to topic field and type There were problems with materials in the
fourth quarter. See attachment.
12. I want to attach a Word document from my computer to this comment, so Ill click the Attach a file
button .
13. I will navigate to where I stored the 2012 Bad Materials document and select it. Now I will click
Open to attach the file to my comment.
14. Im ready to save the comment, so I will click Post.
15. I want to return to the Hub, so Ill click Home in the upper left corner.
a. Because I was using SAS Visual Analytics Viewer to view the report, I am not prompted to save
any changes. The comment was saved as soon as I clicked Post.
b. If I click the report now, the object inspector indicates that there are two comments.
c. If I click the Comments link, the object inspector expands so that I can view and interact with the
comments.
You have seen how easy it is to create and interact with comments using SAS Visual Analytics Viewer.
Thank you for your interest in SAS Visual Analytics.

SAS Visual Analytics Viewer 62

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