Cheat Sheet for Reports

Tip
In general, data-related tasks are initiated from the leftmost panes, and presentation-related tasks are initiated from the rightmost pane.
Data Task
How to Initiate in the Designer
Add another data source.
On the Data tab, click the Add data source.
Insert a data display object (such as a table, graph, or gauge).
Drag the object (from the Objects tab) onto the report in the center of the screen.
Show or hide report objects.
On the top of the Objects tab, click show actions icon, and then select Show or Hide Objects. You can use this feature to specify which report objects are displayed on the Objects tab, including displaying report objects that are not displayed by default.
Use a distinct count as a measure.
On the Data tab, right-click on a category (or date) data item, and select Create Distinct Count.
Change the format of a measure, date, or numeric category.
On the Data tab, select the measure, and then click the triangle at the end of the Format row (below the list of data items).
Create a data item from an expression.
On the Data tab, click show actions icon, and select New Calculated Item. (Calculations use unaggregated data.)
Create an aggregated measure from an expression.
On the Data tab, click show actions icon, and select New Aggregated Measure.
Create a new custom category.
On the Data tab, right-click on the category or measure data item that you want to use to create the new custom category. Select New Custom Category.
Set up drill-down functionality.
On the Data tab, click show actions icon, and select New Hierarchy.
Hide a data item.
On the Data tab, click show actions icon, and select Show or Hide Items.
Create a custom sort.
On the Data tab, right-click a category data item and select New Custom Sort.
Exclude a subset of data from the entire data source.
On the Data tab, click show actions icon, and select New Data Source Filter.
Incorporate a stored process.
From the main menu, select Insertthen selectOtherthen selectStored Process.
Get basic statistics about all measures.
On the Data tab, click show actions icon, and select Measure Details.
Get additional statistics about a particular measure.
On the Data tab, click show actions icon, select Measure Details, and select the measure (in the Measure Details window).
Change the data source for the current report.
On the Data tab, click show actions icon, and select Change Data Source.
Show multiple aggregations (or multiple formats) for a data item.
Right-click on the data item, select Duplicate Data Item, and then change the aggregation (or format) of the new data item.
Reuse an existing visualization or report object in a separate report.
From the main menu, select Viewthen selectImports. The Imports tab is in the left pane.
Use a predefined geography data item.
On the Data tab, right-click on an item that contains geographic information, and then select Geography. Select a predefined geographic role, such as US ZIP Codes.
Create a custom geography data item.
On the Data tab, right-click on an item that contains geographic information, and then select Geographythen selectCustom. In the Geography window, assign measures that contain location information. (For example, you might assign Latitude and Longitude as the respective measures for a Region category.)
Display a geographic map with a bubble plot overlay, coordinates, or colored regions.
From the Other list on the Objects tab, drag Geo Bubble Map, Geo Coordinate Map, or Geo Region Map onto a report in the center of the screen. From the Data tab, drag a geographic data item onto the map.
Create the percentage of total for a measure.
On the Data tab, right-click on a measure (with a current default target aggregation of Sum or Count), and select Createthen selectPercent of Total. A new aggregated measure is created.
Cancel slow-running queries for a report object.
Position your mouse over the progress indicator for the report object and click the icon.
Specify whether to automatically update the report after each change is made.
Use the Auto-Update check box above the canvas to specify this option. If this option is disabled, you can click refresh icon to update the report when you are ready.
Presentation Task
How to Initiate in the Designer
Edit a report’s description.
At the top of the Properties tab, select the report from the drop-down list.
Format a chart’s title.
Select the chart, and then make changes on its Properties tab.
Add a trend line to a list table.
In a table, right-click on a column, and select Add Sparkline. (The data source must include a date data item.)
Change a bar chart’s orientation.
Select the bar chart, and then change Direction on its Properties tab.
Change a chart’s colors or styles.
Select the chart, and then make changes on its Styles tab.
Set up report-level conditional highlighting.
On the Display Rules tab, select the report, and then click New.
Set up object-level conditional highlighting.
On the Display Rules tab, select a report object.
For example, to populate intervals for a KPI, click the Display Rules tab, and select the gauge.
Create a reusable pattern of gauge intervals and colors.
From the main menu, select Viewthen selectShared Rules. The Shared Rules tab is in the left pane. Click new icon.
Apply a shared display rule to a new gauge.
From the main menu, select Viewthen selectShared Rules. The Shared Rules tab is in the left pane. Drag the rule onto the gauge.
Add a new section (tab) to a report.
At the top of the canvas, click the add icon.
Add an info window to a report.
Click the Down Arrow button on the Sections tab, and then select Display as Info Window.
In the SAS Visual Analytics Viewer, when the user double-clicks data in a report object that has an info window, then the additional information is displayed in a new window.
Create a scrollable area.
From the main menu, select Insertthen selectContainersthen selectcontainer type.
Use a different canvas size.
Above the canvas, from the drop-down list, click the full screen icon, the tablet icon, or the wide-screen tablet icon.
Change your default canvas size.
From the main menu, select Filethen selectPreferences.
Overlap one report object on top of another.
On a section’s Properties tab, select Precision from the Layout drop-down list. Drag report objects to the appropriate locations. In the toolbar, use the Arrange and Sizing menus to make adjustments.
Set up view-time filters (prompts).
From the Objects tab, drag a control object onto the drop zone at the top of a report or section. Then, drag a category data item onto the control object.
Set up view-time interactions (where an action on one object affects other objects).
From the main menu, select Viewthen selectInteractions. The Interactions tab is in the right pane. Click Newthen selectInteraction. (Not all objects support interactions.)
Add or view comments.
From the main menu, select Viewthen selectComments. The Comments tab is in the right pane. (Only report-level comments are supported.)
Add or view alerts for a report object.
From the main menu, select Viewthen selectAlerts. The Alerts tab is in the right pane.
Specify a preference for receiving alert notifications.
Select Filethen selectPreferences, and then click General in the left pane.
Delete alerts for a report object.
On the Alerts tab, select the alert that you want to delete and click the delete icon.
Display totals for list tables.
On the Properties tab, select Show totals.
Display totals and subtotals for crosstabs.
On the Properties tab, make selections to show subtotals and totals for columns and rows.
Create basic and advanced filters.
From the main menu, select Viewthen selectFilters. The Filters tab is in the right pane. Select a data item or Advanced from the drop-down list, and then click Add Filter and select values.
Create links to reports, sections, info windows, or external URLs.
From the main menu, select Viewthen selectInteractions. The Interactions tab is in the right pane. Click New, and then select the type of link that you want to create.
Rank values.
From the main menu, select Viewthen selectRanks. The Ranks tab is in the right pane.
E-mail reports.
Select Filethen selectE-mail.
Note: A user’s e-mail address must be stored in metadata to be displayed in the Manage subscribers list on the Subscription and Notification tab.
Print a report to PDF.
Select Filethen selectPrint to PDF.
Distribute reports on a schedule.
Select Filethen selectDistribute Reports.
Delete a report.
Click Home, and then click Manage (next to My Content or Other Content).