Create or Edit an Indicator

Start to Create or Edit an Indicator

To start to create or edit an indicator from within the SAS BI Dashboard portlet:
  1. In a collection portlet, click the item that starts the SAS BI Dashboard.
    For more information, see Starting the SAS BI Dashboard from the SAS Information Delivery Portal.
    The Manage Indicators page appears.
    Manage Indicators page
  2. Do one of the following:
    • To create an indicator, click New Indicator on the Manage Indicators page.
      The New Indicator page appears.
      New Indicator page
    • To edit an indicator, click the name of the indicator.
      The Indicator Properties page appears.
There are four remaining steps to create or edit an indicator:
  1. Define the indicator.
    For more information, see Define the Indicator.
  2. Define the links.
    For more information, see Define the Links.
  3. Define the display.
    For more information, see Define the Display.
  4. Configure the indicator.
    For more information, see Configure the Indicator.

Define the Indicator

  1. To specify the name of the indicator, type the name in the Name field.
  2. To use an existing data model, select one from the Data model drop-down list.
  3. To edit the data model, click Edit.
    For more information, see one of the following:
  4. To create a data model:
    1. Click New.
      The New Data Model page appears.
      New Data Model page
    2. Define a data source.
      For more information, see one of the following:
  5. Define a display.
    For more information, see one of the following:

Define the Links

  1. Click the Links tab.
    Links tab
  2. From the Type drop-down list, select the type of link.
  3. From the Open in drop-down list, select a window in which to open the link target.
  4. If you selected an external link, type the URL of the link in the Link field.
  5. If you selected a type other than an external link, click Select next to the Link field and select an item.
    The available choices depend on the type of link.
  6. (Optional) To specify the parameters for a URL specified in the Link field that supports parameters:
    1. Select Pass parameters to links that support parameters.
    2. Click Add Parameter.
      The Name and Data point lookup controls appear.
    3. Type the name of the parameter, and then select the data point lookup associated with the parameter.
    4. Add as many parameters as needed.
    5. To delete a parameter, click Delete icon next to the parameter.

Define the Display

  1. Click the Display tab.
    Display tab
  2. To use the default height and width of the indicator, select the Use Default check box.
  3. To change the height and width of the indicator from the default values, clear the Use Default check box, and type the height and width in pixels.
    Note: For an interactive summary chart and detail chart display or an interactive summary chart and detail plot display, the minimum legible dimensions are 380 x 450 pixels.
  4. Select the value to sort on and the sort method.

Configure the Indicator

  1. Click the Configure tab.
    Configure tab
  2. Choose whether to allow users to personalize the indicator and then which aspects that can be personalized.

See Also

Personalize an Indicator
Manage Indicators
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