Viewing Reports in a Gallery

About Viewing Reports in a Gallery

Gallery Manager enables you to view your IT reports in many different ways. Here are just a few of the tasks that you can perform when viewing your IT reports with Gallery Manager:
  • Filter the reports in a gallery to view a subset of reports that meet your specified criteria.
  • Review a detailed list of the reports.
  • Sort through thumbnail images of the reports.
  • Scroll through a sequential stack of the reports.
  • Expand the reports into large images in their own Web browser.
  • Interact with ActiveX or Java reports by placing the mouse on an item in an expanded report to view more layers of the report data.
  • Copy the reports into Favorites folders.

How to View Reports in a Gallery

To view reports in a gallery, perform the following steps:
  1. Select a gallery in the Browse pane. The reports that are in the gallery appear in the Table view of the Gallery pane. The following example shows the My Sample Reports gallery selected in the Browse pane. The reports that are in the My Sample Reports gallery are listed in the Gallery pane.
    My Sample Reports Gallery in the Browse and Gallery Panes
    My Sample Reports Gallery in the Browse and Gallery Panes
  2. (Optional) Click the Filters icon (Filter Icon) at the top of the Browse pane to view the Filters pane. Select the filters that you want to use to subset the reports in the gallery for viewing. For more information about using the Filters pane, see Filtering Reports in an Existing Gallery.
  3. At the top of the Gallery pane, select the View icon that corresponds to the format that you want to use when viewing the reports.
    View Icons in the Gallery Pane
    View Icons in the Gallery Pane
    For more information about the different views that are available in the Gallery pane, see the following topics:

Filtering Reports in an Existing Gallery

Understanding the Filters Pane

The Filters pane enables you to subset the view of reports in a gallery by one or more criteria. This process reduces the number of reports that are shown in the gallery so that you can limit the display to those specific reports that meet your filter criteria.
The filters in the Filters pane are organized into filter groups. You can click the arrow (Arrow icon) next to a filter group to see each variable that it includes. Then, click the check box for a filter variable to select it. When a variable is selected, a check (Checkbox with a Check) appears in the corresponding check box.
Tip
If you select at least one variable within a filter group, then the check box for the filter group appears with a black square (Checkbox with Black Square). If you select all variables within a filter group, then the check box for the filter group appears with a check (Checkbox with a Check).
After you select the filter variables that you want to use to subset the gallery reports, click Apply. The reports that meet your filter criteria appear in the Gallery pane.
Note: Click Clear All and then Apply if you want to remove all selections and start over. All of the reports in the gallery will appear in the Gallery panel.

How Filters Work in the Filters Pane

The filter variables in the Filters pane are criteria that restrict the gallery reports that are displayed in the Gallery pane. When you select a filter variable within a group, you see only the reports that include the variable that you selected. However, if you do not select a variable within a given filter group, then the displayed reports can include any of the variables that are related to the filter group.
For example, a filter group named Machine might include four variables that correspond to four machines in your organization: DEVA, GOLDFINGER4, P0A2, and PERFORMANCE6. The following image shows that if you select the variable DEVA, then only the gallery reports for the DEVA machine appear in the Gallery pane.
Example of One Machine Filter Applied to View Reports in a Gallery
Example of One Machine Filter Applied to View Reports in a Gallery
When you select multiple filter variables in the Filters pane, Gallery Manager uses different algorithms to filter the reports based on whether the variables are selected within a single filter group or across filter groups. The following examples show how the Gallery Manager applies multiple filter variables from the Filters pane:
  • If you select multiple filter variables in a single filter group, then the Gallery pane displays only the reports that meet any of those selected criteria.
    Example of Two Filter Variables Selected in a Single Filter Group
    Selected Filter Variables
    Reports That Appear in the Galley Pane
    Two filter variables selected within a single filter group
    The reports in the Gallery pane must include one of the following variables for Domain Category:
    • SNMP_IF
    • SAR_System
    All other reports in the gallery are not shown in the Gallery pane.
  • If you select a filter variable in two different filter groups, then the Gallery pane displays only the reports that meet both criteria for the two distinct filter groups.
    Example of Two Filter Variables Selected across Two Filter Groups
    Selected Filter Variables
    Reports That Appear in the Galley Pane
    Two filter variables selected across two filter groups
    The reports in the Gallery pane must include both of the selected variables. Therefore, the Gallery pane displays only the SNMP_IF reports with the keyword Top.
    All other reports in the gallery are not shown in the Gallery pane.
  • If you select multiple filter variables across multiple filter groups, Gallery Manager uses the same rules above for multiple filters when determining the reports to display in the Gallery pane.
    Example of Multiple Filter Variables Selected in Multiple Filter Groups
    Selected Filter Variables
    Reports That Appear in the Galley Pane
    Multiple filter variables selected across multiple filter groups
    The reports in the Gallery pane must include one of the following combinations of variables:
    • SNMP_IF and CPU
    • SNMP_IF and Top
    • SAR_System and CPU
    • SAR_System and Top
    All other reports in the gallery are not shown in the Gallery pane.

How to Filter Reports in a Gallery

To subset the number of reports that you want to view in a gallery, perform the following steps:
  1. Click a gallery in the Browse pane to open the gallery.
  2. Click the Filters icon (Filter Icon) at the top of the Browse pane to view the Filters pane.
  3. In the Filters pane, select the filters that you want to use to subset the reports in the open gallery. The list of available filters in the Filters pane varies based on the variables that are in the reports in the open gallery. Thus, the filters that are available for selection might change each time a new gallery is selected for filtering.
    Click the arrow next to a filter group to view all of the possible variables that are associated with the filter. For example, a Domain Category filter group might include several variables from which you can choose, such as VMware_GuestSystem, IBMSMF_RMFWorkload, or IBMSMF_RMFLpar. If VMware_GuestSystem is selected as the only filter variable, then only the reports for the Guest System domain category of the VMware vCenter adapter are shown in the gallery pane.
    Filter Pane with One Domain Category Filter Selected
    Filter Pane with One Domain Category Filter Selected
    Note: Click Clear All if you want to remove all filter selections and start over.
  4. Click Apply. Only the reports in the gallery that meet the filter criteria appear in the Gallery pane. You can then use the Gallery pane to view the reports. For more information about the using the Gallery pane, see Gallery Pane.
    Note: Applying filters does not modify the gallery. It only subsets the reports in the gallery for viewing. Therefore, the applied filters last only for the current instance of the gallery. The next time you access the gallery, you will see all of the reports in the gallery and will be able to apply another set of filter criteria if necessary.

Table View

About the Table View

The Table view is the default view for the reports in a gallery. This view uses a grid format to display the following information about each report:
  • Report icon (Report Icon), when clicked, displays a thumbnail image of the report.
  • Report Title specifies the title of the report.
  • BY Variables specifies the BY variables that are in the report.
  • Report Creation Date specifies the day that the corresponding report job was run and the report was created.
The following image shows the gallery My Sample Reports in the Table view of the Gallery pane:
Table View of Reports in the Gallery Pane
Table View of Reports in the Gallery Pane
In the Table view, you can drag and drop one or more reports from the Gallery pane into one of your Favorites folders. For more information about Favorites, see Working with Favorites.

Viewing Reports in the Table View

Click the Table view icon (Table View Icon) in the Gallery pane to view the list of reports in this tabular format.
The Table view enables you to visually scan information about the reports in the gallery. The columns in the table include additional information about the reports such as the title, BY variables, and creation date. You can adjust the width of each column in the table.
To view a report in the Table view, perform one of the following steps:
  • Click the report icon (Report icon) to the left of a report in the grid to see a thumbnail of the report.
  • Double-click a report in the grid to open a large version of it in a separate browser window. If the report was created in an ActiveX or Java format, then you can place the mouse pointer on an area in the expanded report to view more layers of the report data.
    Note: ActiveX is supported only on Internet Explorer.
    For example, the following image shows the interactive capability of an ActiveX report. When the mouse pointer is placed on a data point in the report, a tooltip provides more information about the specific data item. In this example, the user can see the exact number of incoming bits per packet at 11:55 AM on March 31, 2010.
    Example of an Interactive ActiveX Report
    Example of an Interactive ActiveX Report

Sorting Reports in the Table View

The column headings of the Table view enable you to sort the reports by column. The default order is alphanumeric ascending order by report title, BY variable, and report creation date.
When you click a column heading in the Table view, an up arrow (ascending) or down arrow (descending) icon appears. These arrows indicate whether the information in the columns is sorted by ascending or descending order. For example, when the down arrow icon (Down Arrow) is displayed in the column heading, then the information in that column is sorted by descending order. You can click the arrow in a column heading to change the sort order for that column.
The sort order that you designate is not preserved the next time you access the gallery. However, the Thumbnail View and Flow view use the same sort order that you specified in the Table view for the current instance of viewing the gallery.
Note: If a report does not have a value in one of the possible sort fields, then that report appears first in a list that is sorted in ascending order.

Thumbnail View

About the Thumbnail View

The Thumbnail view displays reports as expandable tiles or thumbnail images that you can view and arrange. This view displays up to nine thumbnails of reports at one time. Each thumbnail includes the report title, BY variables, a small image of the report, and sizing icons that enable you to increase or decrease the size of the image in the Gallery pane.
The following image shows reports in the Thumbnail view of the Gallery pane:
Thumbnail View of Reports in the Gallery Pane
Thumbnail View of Reports in the Gallery Pane
In the Thumbnail view, you can click the arrow next to the Action button and select Copy to Favorites to copy the selected reports into one of your Favorites folders. For more information about Favorites, see Working with Favorites.

Viewing Reports in the Thumbnail View

Click the Thumbnail view icon (Thumbnail View Icon) in the Gallery pane to view the gallery reports in this format. This format enables you to view small images of each report in a gallery.
You can double-click a report thumbnail to open a large version of the report in a separate browser window. If the report was created in an ActiveX or Java format, then you can place the mouse pointer on an area in the expanded report to view more layers of the report data.
Note: ActiveX is supported only on Internet Explorer.
You can also use the following icons at the top right of each report thumbnail to minimize and expand the thumbnail images:
Minimize Icon
Click this icon to minimize the thumbnail. A single title bar for the report appears at the bottom of the Gallery pane. Click the title bar for the report at the bottom of the pane to reopen the thumbnail.
Maximize Icon
Click this icon to expand the thumbnail to the full size of the Gallery pane.
Collapse Icon
Click this icon to shrink an expanded thumbnail back to its original size.
Tip
If the gallery contains more than nine reports, then you can use the vertical scroll bar to navigate through the entire set of reports that are in the gallery. Place the mouse pointer on the scroll bar to see the number of reports that are in the Gallery pane and the set of reports that are currently displayed. For example, if you are viewing the first set of reports in a gallery that includes 124 reports, then the tooltip states 0–9 out of 124.

Sorting Reports in the Thumbnail View

The Thumbnail view uses the same sort order that is designated in the Table view. You can sort the order of reports in the Table view and then view them in that order in the Thumbnail view. For more information, see Sorting Reports in the Table View.
You can reorder the reports in the Thumbnail view by dragging and dropping a thumbnail onto a new location in the thumbnail grid. However, the order that you designate is not preserved the next time you access the gallery. In addition, the Table View and Flow view do not automatically use the same order that you specify in the Thumbnail view.

Flow View

About the Flow View

The Flow view displays a horizontal stack of up to ten reports at one time. Each report image includes the report title and BY variables.
The following image shows reports in the Flow view of the Gallery pane:
Flow View of Reports in the Gallery Pane
Flow View of Reports in the Gallery Pane
In the Flow view, you can click the arrow next to the Action button and select Copy to Favorites to copy the center report into a Favorites folder that you select. For more information about Favorites, see Working with Favorites.

Viewing Reports in the Flow View

Click the Flow view icon (Flow View Icon) in the Gallery pane to view the gallery reports in this format. This view displays stacks of ten reports at one time. You can navigate between the first and last report in a stack by clicking each page as if it were a page in a book. Here are the ways that you can navigate through the reports in the Flow view:
  • Click a report on the right to move the next report into the center.
  • Click a report on the left to move the previous report into the center.
  • Double-click the report in the center to see a larger view of the report in a separate browser window.
  • Use the horizontal scroll bar to move to the previous or next set of ten reports.
    Note: Place the mouse pointer on the horizontal scroll bar to see the number of reports that are in the Gallery pane and the set of reports that are currently displayed. For example, if you are viewing the first stack of reports in a gallery that includes 124 reports, then the tooltip states 0–10 out of 124.

Sorting Reports in the Flow View

The Flow view uses the same sort order that is designated in the Table view. You can sort the order of reports in the Table view and then view them in that order in the Flow view. For more information, see Sorting Reports in the Table View.

Report Properties

Gallery Manager enables you to view the properties of a report such as the name of the corresponding SAS Enterprise Guide project, the process flow, and the ITRM Gallery task that was used to create the report. Thus, you can use these properties to identify the report definition that is used to generate the SAS IT Resource Management report.
You cannot use Gallery Manager to modify these properties of a report. However, system administrators can use SAS Enterprise Guide and SAS IT Resource Management to modify the ITRM Gallery task, the report definition, and the report job to change the SAS IT Resource Management report. For more information, see “Part 3: Creating and Modifying Batch Reports” in SAS IT Resource Management: Reporting Guide.
To view the properties of a report using Gallery Manager, perform the following steps:
  1. In the Gallery pane, select a report. If you are using the Flow view, then the report in the center of the pane is the selected report.
  2. In the Gallery pane, click the arrow next to the Action button and select Report Properties. The Report Properties dialog box appears for the selected report.
The following display provides an example of a Report Properties dialog box for a sample report.
Report Properties for a Sample Report
Report Properties for a Sample Report
The properties that are in the Report Properties dialog box vary based on the report and its metadata. The information for a given report might include a combination of the following properties:
Project
provides the name of the SAS Enterprise Guide project that is associated with the report. The SAS Enterprise Guide project includes the ITRM Gallery task that creates the report definition for the report.
Process Flow
provides the page of the SAS Enterprise Guide project that is associated with the report. This page of the SAS Enterprise Guide project includes the ITRM Gallery task that creates the report definition for the report.
Gallery Task
provides the name of the ITRM Gallery task that creates the report definition for the report. The ITRM Gallery task name is the same as the report definition name.
Report Title
provides the name of the report.
Domain Category
provides the domain category of the adapter of the report. This value enables you to filter the report by domain category in Gallery Manager. This value in the report definition is specified in the ITRM Gallery task.
Domain Subcategory
provides the report category, a subset of the domain category, for the report. This value enables you to filter the report by domain subcategory in the Gallery Manager. This value in the report definition is specified in the ITRM Gallery task.
Schedule Frequency
indicates when the report should be scheduled to run. This value in the report definition is specified in the ITRM Gallery task.
Note: This value is a report filter in metadata only. It does not schedule the corresponding report job and therefore does not guarantee that the job is actually run on this schedule. This value simply enables you to subset the report by the given job schedule frequency in the Gallery Manager.
Keywords
provides the keywords that are assigned to the report for filtering in the Gallery Manager. Keywords are values in the report definition and are specified in the ITRM Gallery task.
Additional BY variables (such as Date or Machine)
provide other BY variables that are in the report. Gallery Manager enables you to filter reports by these BY variables. A report can include zero or more BY variables in the Report Properties dialog box.
Data Source
provides the name of the information map for the report.
Data Path
provides the location of the information map for the report. If this report property is blank, then the corresponding report job used the information map in the same folder as the report job. This value is a parameter of the report definition and can be specified in the ITRM Gallery task.
Report Author
provides the user ID that created the corresponding ITRM Gallery task in SAS Enterprise Guide. Supplied indicates that the resulting report definition was supplied by SAS IT Resource Management.
Expire After
indicates the number of days, according to the report definition, that the report is saved on the SAS Content Server until it expires and can then be overwritten when the report job is run again. This value in the report definition is specified in the ITRM Gallery task.
If a report is expired and its report job is run again, then the expired report is deleted and replaced with the new report. If a report is not expired and its report job is run again, then the previous report remains in the system with the new report that is generated.
Note: The Gallery transformation in the report job can be set to ignore the ExpireAfter value in the report definition and use a different value to calculate the expiration date for a report. For more information about specifying parameters in the Gallery transformation, see the Help for SAS IT Resource Management or “Working with Gallery Transformations” in the SAS IT Resource Management: Reporting Guide.
Report URL
specifies the Web address of the physical report file that is on the SAS Content Server.