Specifying Your Preferences

All of your preferences and settings persist between sessions. Settings and preferences are not available for guest users.

Specify Preferences for SAS Visual Analytics

You can specify preferences for SAS Visual Data Builder (the data builder), SAS Visual Analytics Explorer (the explorer), SAS Visual Analytics Designer (the designer), SAS Visual Analytics Graph Builder (the graph builder), SAS Visual Analytics Viewer (the viewer), or SAS Visual Statistics. For example, you can specify a default scheduling server for the data builder, a default map provider mode for the explorer, or your preferred report theme for the designer.
Preferences are saved on a per-user basis.
If you are in the data builder, the explorer, the designer, the viewer, or SAS Visual Statistics, then select Filethen selectPreferences to open the Preferences window.
Note: Settings are available for the modern viewer. For more information, refer to the online Help that is available for the modern viewer.

Specify Settings Using SAS Home

You can specify settings for the modern home page (or preferences for the classic home page). For example, you can specify the initial screen when the home page is displayed.
Settings for the home page affect SAS Visual Analytics. For example, you can specify which piece of SAS Visual Analytics opens a report. Suppose that you specify Edit - Report Designer as the first action in the list of actions for the SAS report (2G) content type. Then, you receive an e-mail message with a link to a report. When you click the link to the report, it is displayed in the designer instead of the viewer.
To specify settings:
  1. On the modern home page, select your name, and then click or tap Settings.
  2. Click or tap Home in the side menu.
  3. Specify any of the following settings:
    Default Appearance
    enables you to specify the appearance when the home page is displayed.
    Initial Screen
    enables you to specify the initial screen when the home page is displayed. The available options depend on your role and capabilities.
    Application Shortcuts
    enables you to specify the order of your application shortcuts.
    Tiles
    enables you to specify which tiles are displayed and the order in which they are displayed.
    For more information, refer to the online Help that is available for the modern home page.
  4. Click or tap Done to apply your changes.
For information about the classic home page, see Specify Your Preferences for the Classic Home Page.

Specify Global Settings Using SAS Home

You can specify global settings that are applied to all SAS web applications. These settings are set by each user.
To specify global settings:
  1. On the modern home page, select your name, and then click or tap Settings.
  2. Click or tap Global in the side menu.
  3. Specify any of the following settings:
    General
    enables you to specify the User locale and Theme.
    Note: If you change the User locale, then you must sign out and sign in to SAS Visual Analytics for the change to take effect.
    Side Menu
    enables you to hide or change the order of the SAS applications that are displayed in the side menu.
    Accessibility
    enables you to specify your preferences for assistive technologies.
    For more information, refer to the online Help that is available for the modern home page.
  4. Click or tap Done to apply your changes.
For information about the classic home page, see Specify Global Preferences Using the Classic Home Page.