Create or Edit Indicator Data

Start to Create or Edit Indicator Data

To create or edit indicator data:
Note: You can also create or edit indicator data when you create or edit an indicator. For more information, see Create or Edit an Indicator.
  1. In a dashboard portlet, click Manage Dashboards.
    The SAS BI Dashboard appears in a new browser tab.
    SAS BI Dashboard
  2. To create indicator data:
    1. In the Library view of the Objects pane, select Indicator Data from the New drop-down list.
      The Create Indicator Data dialog box appears.
      Create Indicator Data dialog box
    2. Type the name, and then click OK.
  3. To edit indicator data, in the Library view of the Objects pane, navigate to a location that contains indicator data, and then double-click the name.
    Note: You can choose to display only indicator data in the library tree by selecting Indicator data from the Show drop-down list.
  4. Define a data source.
    For more information, see one of the following, and then return to this task:
  5. To associate a data point property with data columns in the data source, do the following for each data point property:
    1. From the Column Name column, select the check box next to each data point property that you want to include in the display.
    2. From the Category Label drop-down list, select a data column in the data source that contains the category label or group variable.
      If the data source contains a Name data column, this data column is selected automatically for all data point properties.
    3. From the Label drop-down list, select a data column in the data source that contains the label for the data point property.
      If you need a complicated label, such as one that concatenates data fields and static text, create a data column in the data source to store the concatenation. Then type the name to display for the data point property in the Property Alias field.
    4. From the Hyperlink drop-down list, select a data column in the data source that contains the hyperlink for the data point property.
    5. In the Property Alias field, type the name to display for the data point property in the column heading in the KPI table display.
      Note: The KPI display ignores this value.

Define an Information Map Data Source

CAUTION:
The maximum number of rows returned by a relational information map data source is 1,000.
If the source data contains more than 1,000 rows, the information shown by an indicator that uses the relational information map data source is probably wrong. If possible, aggregate the data to reduce the number of rows to return.
To define an information map data source:
  1. Perform the first three steps of the task Start to Create or Edit Indicator Data.
  2. From the Data source drop-down list, select Information map.
    The fields to define an information map data source appear.
    Fields to define an information map data source
  3. Next to the Information map field, click Browse.
    The Open dialog box appears.
  4. Navigate to an information map, select it, and then click Open.
  5. Move data columns and filters between the Available items list and the Selected items list by selecting one or more items and clicking the arrows between the lists.
    A filter is moved under the Filters node. By default, a data column is moved under the Column node. If the information map is based on an OLAP cube, the Selected item list includes the nodes Row and Slicer. To use a data column in either of these roles, select Row or Slicer before moving the data column from the Available list.
    Note: To make available a filter that contains a user prompt, the prompt must have a default value specified in SAS Information Map Studio.
  6. To move a data column between groups, click the name of a data column in the Selected items list, and then move it up or down by clicking one of the arrows that are next to the list.
  7. When the data columns are set, click Apply Query Changes.
  8. To view the data that is included in the indicator data, click the Query Results tab.
  9. Continue with step 5 of the task Create or Edit Indicator Data.

Define an SQL Query Data Source

To define an SQL query data source:
  1. Perform the first three steps of the task Start to Create or Edit Indicator Data.
  2. From the Data source drop-down list, select SQL query.
    The fields to define an SQL query data source appear.
    Fields to define an SQL query data source
  3. In the Query field, type the query code.
  4. Click Submit.
  5. To view the data that is included in the indicator data, click the Query Results tab.
  6. Continue with step 5 of the task Create or Edit Indicator Data.

Define a Stored Process Data Source

To define a stored process data source:
  1. Perform the first three steps of the task Start to Create or Edit Indicator Data.
  2. From the Data source drop-down list, select Stored process.
    The fields to define a stored process data source appear.
    Fields to define a stored process data source
  3. Next to the Stored process field, click Browse.
    The Open dialog box appears.
  4. Navigate to a stored process, select it, and then click Open.
  5. From the Published data set name drop-down list, select a data set.
  6. (Optional) Choose to have the SAS log added to the server log.
    Selecting this option enables you to review this information later.
  7. Click Apply Changes.
  8. To view the data that is included in the indicator data, click the Query Results tab.
  9. Continue with step 5 of the task Create or Edit Indicator Data.

See Also

Stored Process Indicator Data

Define a Table Data Source

CAUTION:
The maximum number of rows returned by a table data source is 1,000.
If the source data contains more than 1,000 rows, the information shown by an indicator that uses the table data source is probably wrong. If possible, aggregate the data to reduce the number of rows to return.
To define a table data source:
  1. Perform the first three steps of the task Start to Create or Edit Indicator Data.
  2. From the Data source drop-down list, select Table.
    The fields to define a table data source appear.
    Fields to define a table data source
  3. From the Table tree, select a table.
    The data columns in the table appear in the Available columns table.
  4. From the Available columns table, select the data columns to include in the indicator data by selecting the check box at the end of a row.
  5. For each selected data column, select a method to summarize the data from the Summary column.
  6. For each selected data column, choose whether to group the data by selecting the check box in the Group By column.
  7. To specify additional filters, type the filter (using SQL syntax) into the Filters field.
    Note: Do not type the key word where. This causes an error because where is automatically supplied.
  8. Click Apply Query Changes.
  9. To view the data that is included in the indicator data, click the Query Results tab.
  10. Continue with step 5 of the task Create or Edit Indicator Data.
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