Data Task
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How to Initiate in the
Designer
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Add another data source.
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On the Data tab,
click
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Insert a data display
object (such as a table, graph, or gauge).
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Drag the object (from
the Objects tab) onto the report in the center
of the screen.
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Show or hide report
objects.
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On the top of the Objects tab,
click
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Use a distinct count
as a measure.
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On the Data tab,
right-click on a category (or date) data item, and select Create
Distinct Count.
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Change the format of
a measure, date, or numeric category.
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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).
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Create a data item from
an expression.
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On the Data tab,
click
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Create an aggregated
measure from an expression.
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On the Data tab,
click
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Create a new custom
category.
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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.
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Set up drill-down functionality.
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On the Data tab,
click
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Hide a data item.
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On the Data tab,
click
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Create a custom sort.
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On the Data tab,
right-click a category data item and select New Custom
Sort.
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Exclude a subset of
data from the entire data source.
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On the Data tab,
click
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Incorporate a stored
process.
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From the main menu,
select Insert
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Get basic statistics
about all measures.
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On the Data tab,
click
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Get additional statistics
about a particular measure.
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On the Data tab,
click
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Change the data source
for the current report.
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On the Data tab,
click
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Show multiple aggregations
(or multiple formats) for a data item.
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Right-click on the data
item, select Duplicate Data Item, and then
change the aggregation (or format) of the new data item.
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Reuse an existing visualization
or report object in a separate report.
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From the main menu,
select View
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Use a predefined geography
data item.
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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.
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Create a custom geography
data item.
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On the Data tab,
right-click on an item that contains geographic information, and then
select Geography
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Display a geographic
map with a bubble plot overlay, coordinates, or colored regions.
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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.
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Create the percentage
of total for a measure.
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On the Data tab,
right-click on a measure (with a current default target aggregation
of Sum or Count), and select Create
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Cancel slow-running
queries for a report object.
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Position your mouse
over the progress indicator for the report object and click the icon.
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Specify whether to automatically
update the report after each change is made.
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Use the Auto-Update check
box above the canvas to specify this option. If this option is disabled,
you can click
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Presentation Task
|
How to Initiate in the
Designer
|
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Edit a report’s
description.
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At the top of the Properties tab,
select the report from the drop-down list.
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Format a chart’s
title.
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Select the chart, and
then make changes on its Properties tab.
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Add a trend line to
a list table.
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In a table, right-click
on a column, and select Add Sparkline. (The
data source must include a date data item.)
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Change a bar chart’s
orientation.
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Select the bar chart,
and then change Direction on its Properties tab.
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Change a chart’s
colors or styles.
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Select the chart, and
then make changes on its Styles tab.
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Set up report-level
conditional highlighting.
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On the Display
Rules tab, select the report, and then click New.
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Set up object-level
conditional highlighting.
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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.
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Create a reusable pattern
of gauge intervals and colors.
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From the main menu,
select View
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Apply a shared display
rule to a new gauge.
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From the main menu,
select View
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Add a new section (tab)
to a report.
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At the top of the canvas,
click
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Add an info window to
a report.
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Click
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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.
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Create a scrollable
area.
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From the main menu,
select Insert
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Use a different canvas
size.
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Above the canvas, from
the drop-down list, click
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Change your default
canvas size.
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From the main menu,
select File
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Overlap one report object
on top of another.
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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.
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Set up view-time filters
(prompts).
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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.
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Set up view-time interactions
(where an action on one object affects other objects).
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From the main menu,
select View
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Add or view comments.
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From the main menu,
select View
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Add or view alerts for
a report object.
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From the main menu,
select View
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Specify a preference
for receiving alert notifications.
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Select File
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Delete alerts for a
report object.
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On the Alerts tab,
select the alert that you want to delete and click
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Display totals for list
tables.
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On the Properties tab,
select Show totals.
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Display totals and subtotals
for crosstabs.
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On the Properties tab,
make selections to show subtotals and totals for columns and rows.
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Create basic and advanced
filters.
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From the main menu,
select View
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Create links to reports,
sections, info windows, or external URLs.
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From the main menu,
select View
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Rank values.
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From the main menu,
select View
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E-mail reports.
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Select File
![]() 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.
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Print a report to PDF.
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Select File
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Distribute reports on
a schedule.
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Select File
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Delete a report.
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Click Home,
and then click Manage (next to My
Content or Other Content).
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