SAS Visual Analytics 7.5: SAS Home Documentation

SAS

Visual Analytics 7.5: SAS

Home Documentation

About SAS Home

SAS Home enables you to quickly access the items and applications that you work with. The availability of the features on this page depends on the roles and capabilities that have been assigned to you by your

administrator.

SAS Home uses tiles (or rectangles) to display content. The main content area in SAS Home contains rows of tiles. The first row contains a menu that enables you to browse content, add an application shortcut, and add a new collection tile. In the second row, there are application shortcut tiles. The third row contains a Welcome tile, which can be hidden. There are also Recent, Favorites, and Links tiles that can flow to additional rows

depending on the available space.

Note: The text in the Welcome tile cannot be customized.

Access SAS Home

SAS Home uses the standard sign-in window for SAS applications. After you sign in, you will see SAS Home. To display the sign-in window, enter the URL that is provided by your SAS administrator. For example, you might enter: https://host/SASVisualAnalyticsHub

If you are using another SAS application (for example, SAS Visual Analytics), you can access SAS Home from the side menu. Click in the application bar. Using the side menu, click Home. Here is an example of what you might see in the side menu:

Note: The items available in the side menu depend on your assigned identity and the products licensed at your site.

Sign Out of SAS Home

Use the application bar to sign out of SAS Home. Click the user name button, and then click Sign out. When you click Sign out, you are signed out of all SAS web applications.

Browse for Content

To find and open content:

1 Click Browse to display the Open window.

2 Select the item that you want to work with. When you open an item, its associated application is started. Here are some considerations for items:

n Items can have more than one associated application. If you select an item that can be opened by multiple applications, then you can click beside the Open button to select which application is opened.

Note: You can use the Content Types for the Initial Screen setting to specify which application opens a specific content type. The first application in the list is the default application that is used when you click the Open button. For more information, see “Modify SAS Home Settings” on page 8.

n Some types of items cannot be opened from SAS Home. A message is displayed when you attempt to select an unsupported item.

Add or Edit Application Shortcuts

To add or edit the applications that are displayed:

1 Click Shortcut to display the Add Application Shortcut window.

2 Click the Application field to display a list of applications, and then select one.

3 (Optional) Enter a Shortcut name. If you do not specify a shortcut name, the application name is used.

4 (Optional) Select a Shortcut color.

5 Click Save.

TIP To edit or remove an application shortcut, click and then select Edit or Remove.

Working with the Recent Tile

About Recent Content

The Recent tile displays SAS content (such as reports or tables) that you have created or accessed. You can specify how many recent items are displayed. You can clear or refresh content in the Recent tile.

Specify How Many Recent Items to Display

1 Click on the Recent tile, and select Edit. The Edit Recent tile is displayed.

2 Specify a value for Show. There is a minimum of five and a maximum of 25. The default is 10 items.

3 Click Save.

Manage Recent Tile Content

2 Select one of the following:

n Clear n Refresh

TIP When you select Refresh, content might be displayed or removed if it has been modified by other users.

information, see “Modify SAS Home Settings” on page 8.

Working with the Favorites Tile

About Favorites

The Favorites tile in SAS Home provides access to SAS content that you have marked as a favorite. A favorite is a report, a stored process, a stored process report, a table, a custom graph, or a query that you can quickly access. You can add, edit, manage, and remove favorite content. You can control the order in which favorites are displayed.

Add a Favorite

1 Click , and select Edit. The Edit Favorites tile is displayed.

2 Click . The Open window is displayed.

3 Select an item, and then click Open.

4 Click Save.

TIP Alternatively, you can click in the object inspector to add a favorite. For more information, see “Use the Object Inspector” on page 7.

Edit a Favorite

1 Click , and select Edit. The Edit Favorites tile is displayed.

2 Add favorites, delete favorites, or change the order of your favorites.

3 Click Save.

Manage Your Favorites

2 Select one of the following:

n Refresh n Hide

TIP You can use SAS Home settings to make the Favorites tile visible if it has been hidden. For more information, see “Modify SAS Home Settings” on page 8.

Remove a Favorite

1 Click on the Favorites tile, and select Edit. The Edit Favorites tile is displayed.

2 Select an existing favorite, and then click .

3 Click Save.

TIP Alternatively, you can click in the object inspector to remove a favorite. For more information, see

“Use the Object Inspector” on page 7.

Add Collections

A collection is a group of favorites. Here are some key points about collections:

n When you click on a collections tile and select Refresh, other collections might be displayed or removed if they have been modified by other users.

n The beside the collection name indicates that the collection has been added by an administrator.

n If you are an administrator, a Publish this collection for all users check box is displayed in the Collections window. You can click and select Publish.

n The directory path for the collection is displayed below the title on the tile. To add a collection:

1 Click Collection to display the Collections window.

2 Do one of the following:

n Click Add a Collection to select an existing collection.

Note: This selection is not available if there are no collections to add.

n Click Create a New Collection to display a list of folders that contain your reports, tables, stored processes, stored process reports, queries, and custom graphs. Enter a Name and select a Location.

TIP An item (for example, a report) that you add to a collection can be placed in more than one collection.

3 Click Save.

Working with the Links Tile

About Links

The Links tile in SAS Home provides links to pages or content that you have bookmarked. You can control which links are visible, as well as the order in which they are displayed. These links are personal links.

the link is shared. Only administrators can edit or remove shared links.

Add or Edit a Personal Links

To add a personal link:

1 Click and select Edit.

2 Click .

3 (Optional) Specify that the personal link is displayed or hidden. This control indicates that the link is displayed: . This control indicates that the link is hidden: .

4 (Optional) Enter a label for the personal link.

5 Enter the URL for the personal link.

Note: If you do not specify http://, https://, ftp://, or file:// at the beginning of your URL, then SAS Home automatically adds http:// to your URL.

6 (Optional) To edit a link, select the link in the list. Make the necessary changes.

7 Click Save.

Add or Edit Shared Links

Here are some key points about shared links:

n Only administrators can add or edit shared browser links.

n If you want to provide a shared link to an application that is not available in the list of shortcuts in SAS Home, enter the application name as the label and use the URL for the application’s sign-in window. Remember that some users might not be able to successfully access the application if it is a programming interface.

To add shared links:

1 Click and select Edit Shared Links.

2 Click .

3 (Optional) Specify that the link is displayed or hidden. This control indicates that the link is displayed: . This control indicates that the link is hidden: .

4 (Optional) Enter a label for the shared link.

5 Enter the URL for the shared link.

Note: If you do not specify http://, https://, ftp://, or file:// at the beginning of your URL, then SAS Home automatically adds http:// to your URL.

6 Click Save.

Manage Links

n Refresh

TIP When you select Refresh, content might be displayed or removed if it has been modified by other users.

n Hide

TIP You can use SAS Home settings to make the Links tile visible if it has been hidden. For more information, see “Modify SAS Home Settings” on page 8.

Use the Object Inspector

The object inspector enables you to view details about an item without actually opening the item in an application.

To view details of an item in the object inspector, click in either the Recent or Favorites tile. The following features are available from the object inspector:

n Add or remove a favorite. To add a favorite, click in the object inspector. To remove a favorite, click in the object inspector.

n Open the item by selecting an option.

If there are more than two options available for opening the item, click and then select an option. Options that are available vary depending on the type of item that you are viewing.

Search for Content

You can find an item by entering text in the search field. The items that you can search for depend on the SAS products that your site has licensed.

To search for content:

1 In the application bar, click . The Search Results window is displayed.

2 Type your search term in the box and press Enter. The following operators are supported:

n plus (+) sign. Place the + operator before a term to designate it as required in the search results. For example, entering +2019 returns any item that contains 2019.

n minus (-) sign. Place the - operator before a term to exclude it from the search results. For example, entering +2018 ‑2019 returns any item that contains 2018 except for those items that also contain

2019.

n asterisk (*) as a wildcard.

n quotation marks. To see search results that include only the search terms exactly as you entered them, add quotation marks around the terms.

View Notifications

Click to see notifications sent by the system.

The types of notifications that are displayed depend on the SAS products that your site has licensed. There are many factors that can affect alert notifications. For example, an administrator for SAS Home can set a property for how frequently the system checks to see whether the alert condition has been met.

To remove a notification from the list, click . Click Delete all to remove all notifications.

Modify SAS Home Settings

There are local settings that are specific to SAS Home, whereas global settings apply to all SAS web

applications. For more information about global settings, see SAS 9.4 Web Applications: General Usage Help. Here are some key points about settings:

n All of your settings persist between sessions.

n Settings are not available for guest users.

TIP When you click Reset, the settings revert to their original SAS Home configuration. To specify settings that are only for SAS Home:

1 In the application bar, click the user name button, and then click Settings.

2 Click Home in the side menu.

3 Specify your preferences:

n Click Initial Screen to specify the initial screen when SAS Home is displayed. The available options depend on your role and capabilities.

TIP If you select A specific object, then you can use the Open window to choose a content type (for example, SAS report (2G)) for your initial screen.

Select one of the Content Types, and then select one of the Actions. For example, suppose that you specify Edit Report Builder as the first action in the list of actions for the SAS report (2G) content type. When you receive an email message with a link to a report and you click the link, then the report is displayed in SAS Visual Analytics.

TIP The Content Types setting affects the order in which the buttons are displayed in the object inspector. For example, if you specify Edit Report Builder as the first action in the list of actions for the SAS report (2G) content type, the Edit button is displayed before the View button.The Content

Types setting affects the Open button in the Open window. The first action for a content type is the

default application that is used when you click the Open button.

n Click Application Shortcuts and then use the arrows to specify the order of your application shortcuts.

n Click Tiles to specify which tiles are displayed and the order in which they are displayed. This control indicates that the tile is displayed: . This control indicates that the tile is hidden: .

Here are some key points about the Tiles setting:

o The Action Button Area includes the Browse, Shortcut, and Collection buttons, as well as the application shortcuts.

o The Action Button Area and the Welcome tile cannot be reordered. They always remain at the top of the list. However, you can hide the Action Button Area, the Welcome tile, or both.

o If you click Reset for the Tiles setting, any tiles that you have published will still exist even if they were not part of the original SAS Home configuration. The published tiles are placed at the bottom of the

Tile Name list.

4 Click Close to apply your changes.

SAS® and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies. Copyright © 2019, SAS Institute Inc., Cary, NC, USA. All Rights Reserved. June 2019 7.5-P1:homeapp