Create Indicator Data

To create indicator data, complete the following steps in the SAS BI Dashboard designer.
Note: If any tabs are open in the workspace, close them.
  1. In the workspace, click New indicator data icon.
  2. In the Create Indicator Data window, type the name to use for the indicator data component.
  3. Click OK. A tab using the specified name appears in the workspace.
  4. From the Data source list, click the type of data that you want to use for your indicator data.
    Information map
    Go to step 5.
    SQL query
    Go to step 6.
    Stored process
    Go to step 7.
    Table
    Go to step 8.
    CAUTION:
    The default maximum number of rows returned by any data source is 10,000.
    If the source data contains more than 10,000 rows, an error message about making an adjustment appears. If possible, aggregate the data to reduce the number of rows to return.
  5. If you selected Information map, complete the following steps.
    Fields to define an information map data source
    1. Next to the Information map field, click Browse. The Open window appears.
    2. Navigate to an information map, select it, and then click Open.
    3. Move data columns and filters between the Available items list and the Selected items list by selecting one or more items and clicking the arrows between the lists.
      A filter is moved under the Filters node. By default, a data column is moved under the Column node.
      Note:
      • To make available a filter that contains a user prompt, the prompt must have a default value specified in SAS Information Map Studio.
      • If the information map is based on an OLAP cube, the Selected items list includes the nodes Row and Slicer. To use a data column in either of these roles, select Row or Slicer before moving the data column from the Available items list.
    4. To move a data column between groups, click the name of a data column in the Selected items list, and then move it up or down by clicking one of the arrows that are next to the list.
    5. Go to step 9.
  6. If you selected SQL query, complete the following steps.
    Fields to define an SQL query data source
    1. In the Query field, type the SQL query code to use.
    2. Go to step 9.
  7. If you selected Stored process, complete the following steps.
    Fields to define a stored process data source
    1. Next to the Stored process field, click Browse. The Open window appears.
    2. Navigate to a stored process, select it, and then click Open.
    3. From the Published data set name list, select a data set.
      Note: If a stored process does not create a data set, an error message appears when that stored process is selected.
    4. (Optional) Click Always add SAS log to server log to have the SAS log added to the server log.
      Note: Selecting this option enables you to review the SAS log information later.
    5. Go to step 9.
  8. If you selected Table, complete the following steps.
    Fields to define a table data source
    1. From the Table tree, select a table. The data columns in the table appear in the Available columns table.
    2. From the Available columns table, select the data columns to include in the indicator data by clicking the check box at the end of a row.
    3. For each selected data column, select a method to summarize the data from the Summary column.
      Tip
      By default, all numeric columns are summarized unless you select (none). Summarization can produce incorrect results for the following values: date, time, and datetime. Be sure to select (none) for these values so they are not summarized.
    4. For each selected data column, choose whether to group the data by clicking the check box in the Group By column.
    5. To specify additional filters, type the filter (using SQL syntax) into the Filters field.
      Note: Do not type the key word where. This causes an error because where is automatically supplied.
  9. Click Apply Query Changes. In the Preview Design area, the Data Mapping and Query Results tabs are updated with the data.
    Preview area displays Data Mapping tab
  10. To view the data that is included in the indicator data, click the Query Results tab.
    Preview area displays Query Results tab
  11. To associate a data point property with data columns in the data source, perform the following steps in the Data Mapping tab for each data point property.
    Note: For more information, see Data Column Display Attributes.
    Preview area displays Data Mapping tab
    1. Next to the Column Name column, click the check box next to each data point property that you want to include in the indicator.
    2. In the Label Override field, type the label to use for the data point property instead of the label from the Column Name column.
    3. In the Value field, select the name of the column that contains the formatted value of the original value.
      Note: KPI indicator subtypes that are gauges display this value at the bottom of each gauge. The value also appears in a tooltip for the gauge.
    4. From the Hyperlink list, select a data column in the data source that contains the hyperlink for the data point property.
  12. Click Filethen selectSave.
  13. In the Save As window, type a name and choose a location, such as Productsthen selectBI Dashboard 4.3then selectDashboardConfigs.
  14. Click Save.
  15. In the Library section of the Objects pane, navigate to the location that you selected in the Save As window. The indicator data file is located in this directory.
    Note: The filename uses the name that you specified. The file extension is .imx.
  16. Close the indicator data tab in the workspace.
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