User manual SAS IMPLEMENTING DASHBOARD SAMPLES

[. . . ] Implementing Dashboard Samples With SAS ® The correct bibliographic citation for this manual is as follows: SAS Institute Inc. Implementing Dashboard Samples with SAS® Copyright © 2006, SAS Institute Inc. , Cary, NC, USA All rights reserved. For a hard-copy book: No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise, without the prior written permission of the publisher, SAS Institute Inc. For a Web download or e-book: Your use of this publication shall be governed by the terms established by the vendor at the time you acquire this publication. [. . . ] Note: To insert the dynamic text, select Report Description from the Dynamic text drop-down list and then click Insert. 4 4 Using Multiple Indicators to Create a Simple Dashboard Report 21 4 Select the option to insert a horizontal line between the header and the report content. Display 4. 8 This Header Contains a Banner Image, Static and Dynamic Text, and a Horizontal Line 5 Click OK. Note: When the report is rendered, SAS Web Report Studio replaces with the text that was entered in the Description field in the Save As dialog box (see "Step 3: Save Your Work" on page 20). If you change the description, the changes are automatically included in the report the next time it is rendered. SAS Web Report Studio has a variety of dynamic text options such as report author, report name, and last saved date. 4 Step 5: Beneath Each Indicator, Insert Text with Hyperlinks The sample dashboard includes text beneath each indicator. Each block of text includes a link to another report that contains more detail about the associated indicator. Note: You must create the detailed report before you can create a link to it in SAS Web Report Studio. 4 1 Click three times to insert placeholder objects into the last three cells in the bottom row of the body grid. Note: You can also click and drag the object for text. 4 tool into each cell to insert a placeholder , and then select Edit Text to 2 On the toolbar for the first placeholder, click open the Edit Text dialog box. 3 In the text box, type the text for the first indicator, and accept the default formatting. The text for the Sales Revenue Indicator is shown in Display 4. 9 on page 22. 22 Using Multiple Indicators to Create a Simple Dashboard Report 4 Chapter 4 4 To link to the detailed report, select the text that you want users to click on. In Display 4. 9 on page 22, the text Sales by Region and Representative is used for the link. Display 4. 9 Text for the Sales Revenue Indicator 5 Click to open the Report Linking dialog box, and then complete the following steps. a Select the Make text a link option to enable the rest of the items in the dialog box. b Select the target report, and then click OK to return to the Edit Text dialog box. Display 4. 10 The Target Report That Contains Details for the Sales Revenue Indicator Is Selected 4 6 Click OK. Using Multiple Indicators to Create a Simple Dashboard Report 23 7 Repeat steps 2 through 6 in order to create the text and the links for the other two indicators. In this example, the text for the Profit Indicator links to the Profit by Subsidiary report, and the text for the Market Share Indicator links to the Market Share by Product and Region report. Step 6: Insert a Footer Like headers, a footer can contain a banner image, static text, hyperlinks, dynamic text, and a dividing line. In this example, the footer includes text, a hyperlink to a company Web page, and a dividing line. 1 Click Footer to open the Edit Footer dialog box. In this example, the company Web page address is typed in the form www. abccorp. internal. com. SAS Web Report Studio automatically converts the address to a hyperlink. 3 Select the option to insert a horizontal line between the footer and the report content. Display 4. 11 The Footer with a Hyperlink to the Company's Internal Web Page 4 Click OK. Step 7: Save Your Work Select Report I Save to save the final report. Because the report has already been saved, the Save As dialog box does not appear again. Note: You also could click View Report to preview the report before saving. 4 Step 8: View the Dashboard Report To view the report, click View Report. 24 Display the Output of a Complete Dashboard from a Single Stored Process 4 Chapter 4 Display the Output of a Complete Dashboard from a Single Stored Process One stored process can also produce a complete dashboard of indicators. The dashboard shown in Display 4. 12 on page 24 includes output from 17 bar chart indicators. (Three of these indicators were used to create the simple dashboard shown in Display 4. 4 on page 17. ) 1 Select Report I Open and navigate to the location where the dashboard is stored. 2 Select the name of the dashboard. Display 4. 12 A Complete Dashboard Produced from a Single Stored Process As explained in "Step 5: Beneath Each Indicator, Insert Text with Hyperlinks" on page 21, you could create a text link from this dashboard to another SAS Web Report Studio report or to a Web page. For example, you could link to a URL address such as the one described in "Display a Dashboard or Indicator" on page 36. This link could take users to a version of the same dashboard that enables them to drill down to more detailed data. Note: Before you can create a text link, you must save the dashboard as a SAS Web Report Studio report (for more information about saving, see "Step 3: Save Your Work" on page 20). 4 4 Printing Indicators and Dashboards 25 Refreshing the Data The data displayed by the indicators on a dashboard are refreshed as follows: 3 If a stored process in the STP Web Application is used to display the data, the displayed values are updated each time the STP is refreshed or opened. 3 If a SAS Web Report Studio report is used to display the data, the displayed values are updated each time the report is refreshed or opened. 3 If a WebDAV Content Portlet is used to display the data, the displayed values are updated when the portlet is recreated and sent to the WebDAV to replace the existing content, and the user refreshes the Portal or logs back into it. Printing Indicators and Dashboards To print indicators and dashboards from SAS Web Report Studio, complete the following steps: 1 Select Report 2 Select Report I Print to open the Print dialog box. [. . . ] Each name in the query string is separated from the following value by an equals (=). For example, the SAS Stored Process Web Application might have the following URL: http://server01. na. abc. com:8080/SASStoredProcess/ do?_program=/Users/jdoe/Telesales+Dashboard The URL specifies your server, an absolute path to the SAS Stored Process Web Application, and the query string (following the question mark character). In this example, _program=/Users/jdoe/Telesales+Dashboard is the reserved input parameter that specifies the metadata location and name of the stored process to be executed. There are special rules for the formatting of name/value pairs in a URL. [. . . ]