Alan Davies and Sarah Perry

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1 Alan Davies and Sarah Perry

2 Administering Visual Analytics Sarah Perry

5 Administering Visual Analytics 7.3 Most commonly used administrative tools Visual Analytics Administrator SAS Management Console SAS Environment Manager Copyright 2016 Real Numbers Australia All Rights Reserved 5

6 Loading data Loading data It is relatively easy for everyday users to import data. Data is loaded into memory in the SAS LASR Server and the tables remain in memory until they are unloaded or the server stops. SAS Visual Analytics uses data that is loaded to memory in a SAS LASR Analytic Server. Tables remain in memory until they are unloaded or the associated server stops. The following features help keep data available: Feature Trigger Result (Automated Action) Autoload A time interval elapses In-memory data synchronizes against a designated directory. Autostart A load or import is requested The associated server starts. Reload-on-start A server starts Participating tables reload. Methods of loading data The way in which data is loaded varies depending on the data source. Copyright 2016 Real Numbers Australia All Rights Reserved 6

Log in to SAS Visual Analytics with a user ID that has data administrator permissions.

7 Loading data SAS Visual Analytics:Loading data into memory. SAS Visual Data Builder: enables you to set up jobs to join tables and to load data into memory. Log in to SAS Visual Analytics with a user ID that has data administrator permissions. To access SAS Visual Data Builder, select Create Data Query from the home page. on the server The next window is the Prepare Data window. You can either work with data defined through a metadata library (and in the metadata tree on the left hand pane), or you can select File Import SAS Data Set Copyright 2016 Real Numbers Australia All Rights Reserved 7

Loading data You can bring in data through the metadata library and use SAS

Simply drag and drop the table into the Design workspace.

right click the table and select Add All Columns.

8 Loading data You can bring in data through the metadata library and use SAS Management Console to define the library and register the table in metadata. Simply drag and drop the table into the Design workspace. Now you can select individual variables to add to your query, or go ahead and right click the table and select Add All Columns. Now you ll see options in the Design pane that will let you build out a traditional query. Copyright 2016 Real Numbers Australia All Rights Reserved 8

LASR Analytics Server. Give the table a name and choose the location on the SAS LASR Analytics Server for placement. You can either preview or run your query.

9 Loading data When your query has been built, save it by selecting the disk icon in the upper left hand corner of the design pane. The data is now ready to be loaded into memory Once you ve completed your query, you can begin setting the options to load the data into the memory of the SAS LASR Analytics Server. Give the table a name and choose the location on the SAS LASR Analytics Server for placement. You can either preview or run your query. Do this by selecting the arrow icon and then selecting Preview or Run and selecting Yes when asked if you d like to view the results. Copyright 2016 Real Numbers Australia All Rights Reserved 9

Auditing in Visual Analytics Audit Reports Overview With all instances of SAS Visual Analytics there are three administration reports that access the different auditing areas that can be configured

10 Auditing in Visual Analytics Audit Reports Overview With all instances of SAS Visual Analytics there are three administration reports that access the different auditing areas that can be configured with SAS. Consider these available reports as an entry point into the auditing data, as you can improve on them to give you a higher level of detail regarding how users interact with Visual Analytics. The Administration reports can be found under the following path in SAS metadata: SAS Folders\Product\SAS Visual Analytics Administrator\Reports\Usage. The table below includes a list of the reports and the data sources that are used in its construction: Although the definition of these reports is present in all installations of SAS Visual Analytics, the data feeding these reports is not automatically available, and extra configuration is needed to enable each of them. Copyright 2016 Real Numbers Australia All Rights Reserved 10

Row Level Security Row-level security in SAS Visual Analytics refers to selectively granting the ability to use particular rows within the LASR tables used in SAS Visual Analytics explorations and

11 Row Level Security Row-level security in SAS Visual Analytics refers to selectively granting the ability to use particular rows within the LASR tables used in SAS Visual Analytics explorations and reports. To end users who have restricted access to certain rows, it is as if only those rows exist. These permission conditions are stored in the SAS Metadata Server. It is important to note that permission conditions must be applied on a per LASR table basis. Also, each LASR table must be registered in the SAS Metadata Server. Users for whom you want to apply permission conditions must have a SAS metadata identity to access and use SAS Visual Analytics, users must belong to a SAS Visual Analytics group (or groups). To set row-level security on a LASR table, an administrator must belong to a SAS Visual Analytics Data Administrators group. First, on the SAS Visual Analytics Home page, click the Administrator icon. Copyright 2016 Real Numbers Australia All Rights Reserved 11

On the Authorization page, you have to add identities first. You can select multiple users or groups at once.

12 Row Level Security Next, on the Manage Environment page, right-click the LASR table to get to the Authorization page. Be sure to navigate to the LASR folder location to select the LASR table and not to the INPUT table. On the Authorization page, you have to add identities first. You can select multiple users or groups at once. Then modify the user Read permissions to include conditional grant. Copyright 2016 Real Numbers Australia All Rights Reserved 12

13 Row Level Security In the New Permission Condition window, select the Visual tab to specify your condition. It is important to save the changes you made to the object, otherwise your changes won t take effect. In this example, UserA s Read permission is modified with a conditional grant to include only rows with Country values of U.S.A.. Copyright 2016 Real Numbers Australia All Rights Reserved 13

In the New Permission Condition window, click the Text tab and enter your

14 Row Level Security To use the Text tab option, follow steps 1 through 3 just as in the previous section. In the New Permission Condition window, click the Text tab and enter your expression. Now, UserA can see sales numbers for all product types only in East region. USA. Copyright 2016 Real Numbers Australia All Rights Reserved 14

15 Stored Processes You can use stored processes to extend SAS Visual Analytics capabilities. For example, you can use stored processes to produce charts or perform specific calculations that you cannot find in SAS Visual Analytics Designer. There are two ways you can add a stored process to a report. SAS Visual Analytics Designer. The first way is by dragging the Stored Process report object and embedding it into the report. Users can enter and pass parameters to stored processes via prompt interface, which is available in edit and view modes. Stored processes added to SAS Visual Analytics reports via this method are executed whenever the reports are opened, refreshed, or a user changes the stored process parameters. Copyright 2016 Real Numbers Australia All Rights Reserved 15

Stored Processes Add Stored Process as an external link. The second way to use a stored process in SAS Visual Analytics is to add it as an external link.

16 Stored Processes Add Stored Process as an external link. The second way to use a stored process in SAS Visual Analytics is to add it as an external link. Parameters can be passed from other report objects to the stored process as part of the external link. Note that external links can be created from report objects such as charts, tables, images, and texts. Copyright 2016 Real Numbers Australia All Rights Reserved 16

17 What s new in 7.4 VIEWER Data can be exported to Microsoft Excel or to a CSV file. An image of a graph can be exported to a PNG file. The context of a report filter can be displayed. There is now an option to expand all hierarchies in crosstabs. Pages (or sections) in report can be navigated using tabs. You can select all or clear all selections for list prompt controls using the right mouse button. You can sort on graphs. There is a redesigned landing page, which includes new features. For example, you can and print a report from the landing page without actually opening the report. Copyright 2016 Real Numbers Australia All Rights Reserved 17

18 What s new in 7.4 DESIGNER A new dynamic text feature. Calculations have been enhanced. Parameters have been enhanced. There are now cascading prompts. You can now synchronize prompt values and parameters across linked reports. The CumulativePeriod operator for aggregated measures now enables you to customize the starting month for each year. Periodic operators for aggregated measures have a new parameter that enables them to be calculated before datetime filters are applied. Slider controls have two new properties that enable you to set dynamic minimum and maximum values for the slider. Custom shape files for geo maps are now supported Copyright 2016 Real Numbers Australia All Rights Reserved 18

We ll gladly get back to you to discuss your needs and how we can help make your project a reality Email info@real-numbers.com.

20 Contact Get in Touch We love to hear about new projects, discuss trends and play with new technology. Drop us a line and tell us a little about your project and what your looking for in a SAS partner. We ll gladly get back to you to discuss your needs and how we can help make your project a reality info@real-numbers.com.au Phone Sarah Perry m: e: sarah.perry@real-numbers.com.au Alan Davies m: e: alan.davies@real-numbers.com.au Address Level 11, 149 Wickham Terrace, Brisbane, QLD 4000 Copyright 2016 Real Numbers Australia All Rights Reserved 20

Business Insight Authoring

Business Insight Authoring Getting Started Guide ImageNow Version: 6.7.x Written by: Product Documentation, R&D Date: August 2016 2014 Perceptive Software. All rights reserved CaptureNow, ImageNow, Interact,