UNSW Business School/
Information Systems and Technology Management
SAS Viya for Learners – SAS Visual Analytics Workbook 2
Designing Reports with SAS® Visual Analytics
Copyright By PowCoder代写 加微信 powcoder
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-2 0 Designing Reports with SAS® Visual Analytics
SAS Visual Analytics Workbook:
Compiled/Modified By Date SAS Visual Analytics Jacky Mo Sep. 2021 SAS Viya for Learners
All the SAS Visual Analytics Workbooks will help the students to learn and gain experience and skills in data preparation; data exploration; creating reports; and constructing dashboard.
Reference:
This learning material is extracted from SAS® Academic Hub (LWYVA185) with the permission from SAS Australia to use and publish for teaching purpose at the University of Wales.
File Name:
SAS Viya for Learners – SAS Visual Analytics Workbook 2
Copyright:
This learning material is created for Business Analytics courses offered by the School of Information Systems and Technology Management, the University of Wales, Sydney, Australia.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
Lesson 4 Designing Reports with SAS® Visual Analytics
4.1 Creating a Simple Report ………………………………………………………………………………………….4-4
Demonstration: Creating a Simple Report………………………………………………………………..4-9 Practice …………………………………………………………………………………………………………… 4-17
4.2 Creating Interactive Reports……………………………………………………………………………………4-20
Demonstration: Working with Pages and Ranks……………………………………………………… 4-22 Practice …………………………………………………………………………………………………………… 4-29 Demonstration: Working with Prompts and Actions …………………………………………………. 4-37 Practice …………………………………………………………………………………………………………… 4-46 Demonstration: Working with Hidden Pages and Page Links ……………………………………. 4-51 Practice …………………………………………………………………………………………………………… 4-55
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4.1 Creating a Simple Report 4-3
4-4 Lesson4 DesigningReportswithSAS®VisualAnalytics
4.1 Creating a Simple Report
Create report
30-44 45-59 60-74
Customer Age Group
Copyright © SAS Institute Inc. All rights reserved.
Business Scenario: Customers
Order Month
Add titles and labels
Visual Analytics Methodology: Report
Easy to navigate
Multiple pages
Add descriptions
Attractive
Viewer customization
Add instructions
Display rules
Copyright © SAS Institute Inc. All rights reserved.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
For more information about how to create effective reports, see www.sas.com/beautifulreports.
4.1 Creating a Simple Report 4-5
4.01 Activity
Sign in to SAS Viya.
Open Ugly Report (located in the Courses/YVA185/Basics folder).
What are your first impressions of this report? Do you think it can be improved? If so, how?
Copyright © SAS Institute Inc. All rights reserved.
for Designing Reports
Copyright © SAS Institute Inc. All rights reserved.
• Understand the audience.
• Make accessible to all.
• Tellasingledatastory.
• Use visually appealing, easy to understand objects.
• Usethesimplestgraph.
• Useconsistentfonts.
• Limit the number of objects.
• Limit the number of pages.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-6 Lesson4 DesigningReportswithSAS®VisualAnalytics
Objects: Graphs (Reporting)
Use a donut chart (pie chart) to compare a few groups whose values vary greatly.
Use a word cloud to show summary information in an appealing fashion.
Copyright © SAS Institute Inc. All rights reserved.
A pie chart displays a part-to-whole relationship of a measure data item in a circle divided into multiple slices for each value of a category data item. Each slice in the pie chart represents the relative contribution of each part to the whole. A pie chart will not show a slice with a zero or negative response.
Note: Note:
It is very difficult to compare the relative sizes of slices in a pie chart, so pie charts should be used sparingly and only in special circumstances (for example, to highlight large differences in categories).
In Visual Analytics, the default pie chart is a donut chart (a pie chart with a hole in the center). Donut charts are more effective in comparing relative sizes because they make the viewer focus on reading lengths of arcs rather than proportions of slices.
Word cloud
A word cloud analyzes each value in a category data item as a single text string, where the size of each word in the cloud can indicate either the frequency of that word or the value of a measure and the color of the word can indicate the value of another measure.
Word clouds should not be used when analytical accuracy is desired because it is very difficult to compare the relative sizes of different words.
• Words that have more letters seem larger than words that have fewer letters.
• Words that contain large letters (like o, m, and w) receive more attention than words that contain smaller letters (like l, i, and f).
• Words whose letters contain ascenders (the part of a lowercase letter that projects above the body of the letter: b, d, h) or descenders (the part of a lowercase letter that projects below the body of the letter: g, p, q) receive more attention than words that do not.
For these reasons, word clouds are mostly used for aesthetic reasons.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4.1 Creating a Simple Report 4-7
4.02 Activity
Each graph below shows the number of orders for each product category. Does Golf or Team Sports have more orders? Which chart did you use?
Copyright © SAS Institute Inc. All rights re
4.03 Multiple Choice Question
What type of chart would you use to show profit information by continent?
$15,503.70
$5,659,450.59
North America
$2,121,645.57
$462,934.63
a. bubble plot
b. pie chart
c. bar chart
d. treemap
Copyright © SAS Institute Inc. All rights reserved.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-8 Lesson4 DesigningReportswithSAS®VisualAnalytics
Objects: Graphs (Dual Axis)
Use dual axis charts and plots to compare two series with different ranges.
Dual axis bar chart
Dual axis line chart
Dual axis bar-line chart
Dual axis time series plot
ht © SAS Institute Inc.
All rights reserved.
Dual axis bar chart
Dual axis bar-
A dual axis bar chart displays two bar charts with a shared category axis and separate response axes. Use a dual axis bar chart when the value for both measures does not depend on the prior value. For example, in the chart above, the values of Customer Satisfaction and Sales Rep Customers for South America are not impacted by the values for Africa.
line chart
A dual axis bar-line chart combines a bar chart and a line chart on a shared
category axis. The bar chart and the line chart have separate response axes. For the bar, use a measure whose value does not depend on the prior value. For the line, use a measure whose value does depend on the prior value. For example, in the chart above, the value of Temperature for February depends on the value for January. However, the value of Rainfall for February does not depend on the value for January.
Dual axis line chart
A dual axis line chart displays data by using two lines that connect the data values for a shared category axis on separate response axes. Use a dual axis line chart when the value for both measures depends on the prior value. For example, in the chart above, the values of Facility Efficiency and Facility Employees in February are impacted by the values for January.
Dual axis time series plot
A dual axis time series plot displays two time series with a common time axis on separate response axes.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
Creating a Simple Report
This demonstration illustrates how to create a simple report in Visual Analytics.
1. From the browser window, sign in to SAS Viya.
2. In the upper left corner, click (Show list of applications) and select Explore and Visualize.
SAS Visual Analytics appears.
3. Click All Reports.
a. Navigate to the Courses/YVA185/Basics/Demos (Marketing) folder.
b. Double-click the VA1- Demo4.1 report to open it.
4. Change the settings to add custom titles for all graph objects.
a. In the upper right corner, select
b. On the left side of the window, select General under SAS Visual Analytics.
c. Scroll down to Default titles for new objects.
d. For Graphs, change No title to Custom title.
4.1 Creating a Simple Report 4-9
e. Click Close. 5. Hide data items.
a. In the left pane, click Data.
b. In the upper right corner of the Data pane, click (Actions) and select Show or hide data
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-10 Lesson4 DesigningReportswithSAS®VisualAnalytics
c. Click (Remove all) to move all data items to the Available items list.
d. Double-click the following data items to add them to the Selected items list:
Customer Age Group Frequency
Number of Orders Order Month
The Selected items list should resemble the following:
e. Click OK.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
The Data pane should resemble the following:
6. Create a pie chart.
a. In the left pane, click Objects.
b. Drag the Pie chart object, from the Graphs group, to the top of the canvas.
c. In the right pane, click Roles.
d. For the Category role, select Add Customer Age Group.
e. For the Measure role, select Frequency Number of Orders.
4.1 Creating a Simple Report 4-11
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-12 Lesson4 DesigningReportswithSAS®VisualAnalytics The pie chart should resemble the following:
By default, the slices in a pie chart are sorted by the measure in descending order.
f. Below the pie chart, right-click Customer Age Group and select Sort Customer Age
Group: Ascending.
The updated pie chart should resemble the following:
g. Double-click the title, Untitled.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4.1 Creating a Simple Report 4-13 A font formatting tool appears that you can use to format the title.
h. Enter Number of Orders by Customer Age Group as the title.
i. In the right pane, click Options.
j. In the Object group, for the Name field, enter Orders by Age Group.
k. In the Pie group, clear “Other” slice.
l. Clear Pie label.
The updated pie chart should resemble the following:
7. Create a bar chart.
a. In the left pane, click the Objects tab.
b. Drag the Bar chart object, from the Graphs group, to the drop zone on the right side of the pie chart.
c. In the right pane, click Roles.
d. For the Category role, select Add Order Month.
e. For the Measure role, select Frequency Profit.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-14 Lesson4 DesigningReportswithSAS®VisualAnalytics
f. For the Measure role, select Add Number of Orders and click OK. The bar chart should resemble the following:
Because Profit and Number of Orders have different ranges, they are displayed in different bar charts. You can change to a dual axis bar chart to display both measures together.
g. Right-click the bar chart and select Change Bar chart to Dual axis bar chart. Note: This option is not available if the object is maximized.
h. In the dual axis bar chart, on the horizontal axis, right-click Order Month and select Sort Order Month: Ascending.
i. In the right pane, click Options.
j. In the Object group, for the Name field, enter Profit and Orders.
k. For the Title field, enter Profit and Number of Orders by Month.
l. In the X Axis Options group, clear Axis label.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4.1 Creating a Simple Report 4-15 The updated dual axis bar chart should resemble the following:
The report should resemble the following:
8. Save the report.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-16 Lesson4 DesigningReportswithSAS®VisualAnalytics
Human Resources
Create report
Number of employees
Copyright © SAS Institute Inc. All rights reserved.
Practice Scenario: Employees
Anniversary Month
Add titles and labels
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
1. Creating a Simple Report
4.1 Creating a Simple Report 4-17
a. b. c. d.
Open the browser and sign in to SAS Viya.
Open the VA1- Practice4.1 report from the Courses/YVA185/Basics/Practices (HR) folder. Create a geo coordinate map to the left of the bar chart.
Modify the following options for the geo map:
Assign the following data items to the specified roles:
The geo map should resemble the following:
Maximize the geo map and answer the following questions:
Which country has the highest average profit? The lowest?
Answer: ________________________________________________________________ Which country has the highest number of employees? The lowest?
Answer: ________________________________________________________________
Object: Name
Average Profit by Country
Object: Custom Title
Average Profit by Country
Geo Coordinate
Legend: Visibility
Employee Country
Average Profit
Data tip values
Number of Employees
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
Lesson4 DesigningReportswithSAS®VisualAnalytics
Create a dual axis bar-line chart at the bottom of the canvas. Assign the following data items to the specified roles:
Modify the following options for the dual axis bar-line chart:
Sort the bars by Anniversary Month in ascending order. The dual axis bar-line chart should resemble the following:
Maximize the dual axis bar-line chart and answer the following questions:
In which month were the most employees hired?
Answer: ________________________________________________________________ Which anniversary month contains employees that generate the highest average profit? Answer: ________________________________________________________________
Anniversary Month
Measure (bar)
Number of Employees
Measure (line)
Average Profit
Object: Name
Employees and Profit by Anniversary Month
Object: Custom Title
Employees and Profit by Anniversary Month
Line: Markers
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
The report should resemble the following:
k. Save the report.
4.1 Creating a Simple Report 4-19
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-20 Lesson4 DesigningReportswithSAS®VisualAnalytics
4.2 Creating Interactive Reports
Business Scenario: Customers
Profit and orders by Loyalty
Customer orders
Deliveries
Top 10 cities by orders
Simple edits
Data edits
Viewer customization
Copyright © SAS Institute Inc. All rights reserved.
Viewer Customization
Comprehensive edits (default)
Copyright © SAS Institute Inc. All rights reserved.
Beginning in SAS Visual Analytics 8.4, the types of changes a report viewer can make to a report can be set using the Viewer Customization option at the report level.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
The available levels of permissions are as follows:
4.2 Creating Interactive Reports 4-21
Simple edits
Enables report viewers to make changes that do not change the original
intent for the report content. For example, report viewers can change how the data is sorted or change legends and value labels.
Comprehensive edits (default)
Enables report viewers to make changes that might alter the original intent of the report. For example, report viewers can change object types.
Data edits
Enables report viewers to change the data for objects in the report. For example, report viewers can change data assignments, filters, and ranks.
Focus on a single idea
Use hidden pages to provide details
Limit the number of pages
Limit the number of objects
Creating Reports with Multiple Pages
Stand on its own
Copyright © SAS Institute Inc. All rights reserved.
Each page in your report can use one or more data sources and can contain one or more report objects. There is no limit to the number of pages that can be added to a report. However, it is a good idea to limit the number of pages in a report to make your report easier to access, easier to navigate, and easier to understand. If you need more than six or seven visible pages to tell your data story, you should consider creating multiple reports and use links between reports to provide additional information.
Note: Links are discussed in more detail in a later section.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-22 Lesson4 DesigningReportswithSAS®VisualAnalytics
Working with Pages and Ranks
This demonstration illustrates how to create new pages, how to move graphs between pages, and how to apply ranks to graphs in Visual Analytics.
1. From the browser window, sign in to SAS Viya.
2. In the upper left corner, click (Show list of applications) and select Explore and Visualize.
SAS Visual Analytics appears.
3. Click All Reports.
a. Navigate to the Courses/YVA185/Basics/Demos (Marketing) folder.
b. Double-click the VA1- Demo4.2a report to open it.
4. Change the viewer customization level.
a. In the right pane, click Options.
b. Use the drop-down list on the top of the Options pane to select the report.
c. In the Viewer Customization group, select Data edits.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
This option enables viewers to make changes to the data used in objects, as well as the filters and ranks applied to objects.
5. Create a new page.
a. In the upper left corner of the report, next to Page 1, click
b. Double-click the Page 2 heading to make it editable.
c. Enter Delivery Analysis and press Enter.
d. Click Page 1 to make it active.
e. Right-click Page 1 and select Rename page.
f. Enter Customer Order Analysis and press Enter.
(New page).
4.2 Creating Interactive Reports 4-23
6. Move the Profit and Orders by Month bar chart to the new page. Right-click the Profit and Orders by Month bar chart and select Move to
Delivery Analysis.
Copyright © 2021, the School of ISTM, UNSW Sydney, Australia, USA. ALL RIGHTS RESERVED.
4-24 Lesson4 DesigningReportswithSAS®VisualAnalytics
Note: You can also drag an object and drop it onto the new page tab. Alternatively, objects can be moved from one page to another using the Outline pane.
7. Click the Customer Order Analysis tab to make it active.
8. Rearrange the graphs on the Customer Order Analysis page so that it re
程序代写 CS代考 加微信: powcoder QQ: 1823890830 Email: powcoder@163.com