Manage Content on the Classic Home Page :: SAS(R) Visual Analytics 7.3: User's Guide

Overview of Classic Home Page Content

The classic home page displays recent reports, explorations, stored processes, stored process reports, tables, and queries, as well as favorites and collections under the My Content heading on the classic home page. A favorite is a report, an exploration, a stored process, a stored process report, a table, or a query that you can quickly access. A collection is a group of favorites. A collection can be shared with multiple users. A favorites group is a grouping of objects that you can add to a collection or to your Favorites list. A favorites group that is added to a collection has the same access rights that the collection has.

Note: A user with guest access cannot manage content.

To manage your content, click Manage to the right of the My Content heading. The Manage My Content window is displayed.

Manage My Content Window

The following icons are available in the Manage My Content window:

Icon	Description
	Enables you to create a new favorites group for your reports, explorations, stored processes, stored process reports, tables, and queries. Folder names cannot be longer than 60 characters. This icon is available only when Favorites is selected.
	Enables you to add a report, exploration, stored process, stored process report, table, or query to your list of favorites. You can also create or add a collection of favorites.
Options	Enables you to select either Clear Recent History or Clear Favorites.
	Enables you to delete favorite or recent content, one at a time. You can delete multiple items by pressing the Ctrl key. For a collection, you have a choice of permanently deleting the collection or simply removing it from under the My Content heading on the classic home page.
	Enables you to move favorites content up in the list to change what is displayed under the My Content heading on the classic home page.
	Enables you to move favorite content down in the list to change what is displayed under the My Content heading on the classic home page.

When you select a report, exploration, stored process, stored process report, table, or query in the Manage My Content window, the details such as the name and location of that item are displayed.

Create a Collection Using the Classic Home Page

A collection is a group of favorites that you can share with other users. If you have the Create Collections capability, then you can create collections. You can create a collection that points to your favorite reports, explorations, stored processes, stored process reports, tables, queries, folders, and favorite groups.

Tip

Collections that you create using the home page are available in the SAS Mobile BI app.

To create a new collection:

Do one of the following:
- On the classic home page, click Manage to the right of the My Content heading. The Manage My Content window is displayed.
  
  Click to open the menu, and then select Create a Collection. The Create a Collection window is displayed.
- In the object inspector, click Collections. Then, select Create a Collection. The Create a Collection window is displayed.
Enter a Name for the collection.
Click Browse to select a Location for the collection. The Choose a Location window is displayed.

Select an existing folder or create a new one. Click OK to return to the Create a Collection window.

Note: When you create a new collection, you can add items to it from within the Manage My Content window only if the collection is a root collection in My Collections.
(Optional) If you opened the Create a Collection window from the object inspector, then you can clear the Add the new collection to My Content check box. This means that the new collection is not displayed on the classic home page next to the Favorites link.
Click Add. If you are in the Manage My Content window, then the new collection is displayed on the left.

In the Manage My Content window, you can rename, remove, or permanently delete a collection by right-clicking it and selecting the applicable option.

Add a Favorites Group to a Collection or to Your Favorites List

You can use a favorites group to bring together your favorite reports, explorations, stored processes, stored process reports, tables, or queries. You can add a favorites group to a collection or to your Favorites list.

Here are some key points about favorites groups:

Favorites groups are displayed only in the tree on the left side of the Manage My Content window.
Favorites groups that you add using the classic home page are available in the SAS Mobile BI app.
Favorites groups can be added only using the classic home page.

To add a favorites group:

On the classic home page, click Manage to the right of My Content. The Manage My Content window is displayed.
Select Favorites or a collection.

Tip
When you add a favorites group to a collection that is publicly shared, any favorites groups inside that collection are also publicly shared.
On the menu bar, click . A favorites group is identified by the icon.

In the Manage My Content window, you can rename or remove a favorites group by right-clicking it and selecting the applicable option.