Specifying Your Preferences for the Designer

Specify Global Settings

If you receive distributed reports, it is recommended that you specify the User locale setting. The report distribution feature does not have access to the browser locale, so it depends on the locale specified for the User locale in the modern home page settings. For more information, see Specify Global Settings Using SAS Home.
Tip
If you change the User locale setting or preference, then you must sign out and sign in to SAS Visual Analytics for the change to take effect.
For information about global preferences for the classic home page, see Specifying Your Preferences for the Classic SAS Visual Analytics Home Page.

Specify General Preferences for the Designer

To specify general preferences for how alert notifications are sent from both the designer and the viewer:
  1. Select Filethen selectPreferences to open the Preferences window.
  2. Click General in the left pane.
  3. Specify your Alert Notifications preference. The options are Send e-mail messages, Send SMS text messages, or Use the system default for alert notifications.
    Note: If your preference for alert notifications is set to e-mail when you add an alert, you will always receive notifications for that alert via e-mail. If you decide later that your preference for alert notifications is a text message, then after you change your preference to Send SMS text messages, you will have to delete your existing alerts and create new ones.
    The Use the system default for alert notifications option specifies that you want to use the system default that is set by your system administrator in the SAS Preferences Manager. For more information, see the SAS Preferences Manager topic in SAS Intelligence Platform: Middle-Tier Administration Guide. When you select either Send e-mail messages or Send SMS text messages, you override the system default.
    Tip
    If you select the Send SMS text messages preference, and do not receive alerts via text message, contact your system administrator. Your mobile number must be set up correctly as an SMS type in SAS Management Console.
To specify general preferences for SAS Visual Analytics, see Specify Settings Using SAS Home.

Specify Preferences for the Designer

To specify preferences that are specific to the designer:
  1. Select Filethen selectPreferences to open the Preferences window.
  2. Click SAS Visual Analytics Designer in the left pane.
  3. Specify your Report preferences.
    • Specify your default view for new or existing reports. Select Full screen, Tablet, or Wide-screen tablet.
    • Select your preferred report theme. The designer provides the following report themes: Application theme, SAS Snow, SAS Light, SAS Dark, or SAS High Contrast. Your site might also have custom report themes.
      Tip
      Application theme specifies that reports match the selected application theme. Application theme is available only as a preference. It is not available as a report theme selection on the Styles tab. For more information, see About Application Themes in SAS Visual Analytics.
  4. Specify your Geo Map preferences.
    • Select your default Map provider mode. Your choices are OpenStreetMap and Esri.
    • If you select Esri as the map provider, you can specify the Esri map service in the Esri Map Service Selector window. Your choices in the Esri Map Service Selector window depend on the Esri server.
      Note: The Esri option is available only if your system administrator has set the va.SASGeomapEsriURL configuration property in SAS Management Console.
  5. Specify your Data Tab preference. If you are trying to optimize performance, then select the Bypass cardinality checks check box.
    Note: If you select the Bypass cardinality checks check box, then the distinct counts of data items are not displayed on the Data tab.
  6. Click OK to apply your changes.