Creating Dashboards with the SAS ®  Information Delivery Portal Don Chapman Development Manager SAS
Introduction <ul><li>Dash*board ’dash-,bōrd  n  : an instrument panel below the windshield in an automobile or airplane. 1...
Introduction
Portal Dashboard <ul><li>Present an intuitive, often graphical, view of an organization’s data to decision makers </li></u...
Portal Dashboard <ul><li>This session will demonstrate how to build a dashboard in the SAS Information Delivery Portal usi...
Portal Basics <ul><li>A common web-based user interface providing </li></ul><ul><ul><li>Page navigation </li></ul></ul><ul...
Portal Basics <ul><li>Page </li></ul><ul><ul><li>Provides layout and aggregation of portlets </li></ul></ul><ul><ul><li>Pe...
Portal Basics <ul><li>Content Administrator </li></ul><ul><ul><li>Page creation </li></ul></ul><ul><ul><li>Dashboard devel...
Information Map Viewer Portlet <ul><li>Display a data exploration in a portlet </li></ul><ul><li>Use Visual Data Explorer ...
Information Map Viewer Portlet <ul><li>Workflow </li></ul><ul><ul><li>Create Data Exploration in Visual Data Explorer </li...
WebDAV Graph Portlet <ul><li>Display a bar, pie, or line chart in a portlet </li></ul><ul><li>Use the SAS Platform to anal...
WebDAV Graph Portlet <ul><li>Workflow: </li></ul><ul><ul><li>Publish sasreport XML to WebDAV </li></ul></ul><ul><ul><li>Ad...
WebDAV Content Portlet <ul><li>Display an HTML fragment in a portlet </li></ul><ul><li>Use the SAS Platform to analyze dat...
WebDAV Content Portlet <ul><li>Workflow: </li></ul><ul><ul><li>Create HTML fragment – e.g. publish ODS to WebDAV </li></ul...
Demonstration <ul><li>Portal Demonstration </li></ul>
Conclusion <ul><li>Demo room – BI Pavilion </li></ul><ul><li>Questions </li></ul>
Copyright © 2005, SAS Institute Inc. All rights reserved.
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Creating Dashboards with the SAS Information Delivery Portal

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  • Type your speaker notes here or on the speaker notes page (View / Notes Page).
  • What is a dashboard? A common definition is: What happens if you don’t have a dashboard?
  • You don’t know how to safely navigate the road. The same holds true in an organization
  • A portal dashboard somewhat resembles an automobile&apos;s dashboard A thumbnail view Who: Get the right information to the right user at the right time How: Are driven by world-class analytics
  • Value Proposition: To deliver intelligence derived from various phases of the intelligence value chain to numerous end users through a secure and customized web interface
  • Page distribution by sharing to targeted groups
  • Technologies: Information Maps defined in Information Map Studio, Visual Data Explorer OLAP / relational Graphical or tabular view Filtering, calculated columns, and conditional highlighting
  • Technologies: ODS, Publish, WebDAV, mid-tier graph components The presentation is controlled by the consumer and data are controlled by the publisher Data stored in package in sasreport format generated from ODS statement or macro Traditional SAS skills are utilized
  • Technologies: ODS, Publish, WebDAV, client graph components ODS generated from batch job that gets updated daily / weekly The presentation and data are controlled by the publisher Can be text, image, applet, or activeX Traditional SAS skills are utilized
  • This is a preview of 9.1.3 Service Pack 3
  • Creating Dashboards with the SAS Information Delivery Portal

    1. 1. Creating Dashboards with the SAS ® Information Delivery Portal Don Chapman Development Manager SAS
    2. 2. Introduction <ul><li>Dash*board ’dash-,bōrd n : an instrument panel below the windshield in an automobile or airplane. 1 </li></ul><ul><li>1 – The Merriam-Webster Dictionary </li></ul>
    3. 3. Introduction
    4. 4. Portal Dashboard <ul><li>Present an intuitive, often graphical, view of an organization’s data to decision makers </li></ul><ul><li>Helps monitor organizational to personal performance </li></ul><ul><li>Is interactive – it provide a centralized starting point for further investigation </li></ul>
    5. 5. Portal Dashboard <ul><li>This session will demonstrate how to build a dashboard in the SAS Information Delivery Portal using SAS ® 9 technology </li></ul><ul><ul><li>Portal basics </li></ul></ul><ul><ul><li>Portlets and technologies </li></ul></ul><ul><ul><li>Workflow </li></ul></ul><ul><ul><li>Demonstration </li></ul></ul>
    6. 6. Portal Basics <ul><li>A common web-based user interface providing </li></ul><ul><ul><li>Page navigation </li></ul></ul><ul><ul><li>Portlet rendering </li></ul></ul><ul><ul><li>Metadata searching </li></ul></ul><ul><ul><li>Content viewing </li></ul></ul><ul><ul><li>Personalization </li></ul></ul>
    7. 7. Portal Basics <ul><li>Page </li></ul><ul><ul><li>Provides layout and aggregation of portlets </li></ul></ul><ul><ul><li>Personal or shared </li></ul></ul><ul><li>Portlet </li></ul><ul><ul><li>The visual component model for the Portal </li></ul></ul><ul><ul><li>Personal or shared </li></ul></ul>
    8. 8. Portal Basics <ul><li>Content Administrator </li></ul><ul><ul><li>Page creation </li></ul></ul><ul><ul><li>Dashboard development </li></ul></ul><ul><ul><li>Page distribution </li></ul></ul><ul><li>Content Consumer </li></ul><ul><ul><li>Dashboard interaction </li></ul></ul><ul><ul><li>Feedback </li></ul></ul>
    9. 9. Information Map Viewer Portlet <ul><li>Display a data exploration in a portlet </li></ul><ul><li>Use Visual Data Explorer to build graphical and tabular content </li></ul>
    10. 10. Information Map Viewer Portlet <ul><li>Workflow </li></ul><ul><ul><li>Create Data Exploration in Visual Data Explorer </li></ul></ul><ul><ul><li>Save a default view </li></ul></ul><ul><ul><li>Add an Information Map Viewer portlet to a page </li></ul></ul><ul><ul><li>Select the Data Exploration to view </li></ul></ul><ul><ul><li>Optionally, share the page </li></ul></ul><ul><li>Available in the upcoming 9.1.3 service pack 3 </li></ul>
    11. 11. WebDAV Graph Portlet <ul><li>Display a bar, pie, or line chart in a portlet </li></ul><ul><li>Use the SAS Platform to analyze data and WebDAV to store the data </li></ul>
    12. 12. WebDAV Graph Portlet <ul><li>Workflow: </li></ul><ul><ul><li>Publish sasreport XML to WebDAV </li></ul></ul><ul><ul><li>Add a WebDAV Graph portlet to a page </li></ul></ul><ul><ul><li>Select a data source, graph type, and graph properties </li></ul></ul><ul><ul><li>Optionally, share the page </li></ul></ul><ul><li>Available in the upcoming 9.1.3 service pack 3 </li></ul>
    13. 13. WebDAV Content Portlet <ul><li>Display an HTML fragment in a portlet </li></ul><ul><li>Use the SAS Platform to analyze data and create an HTML presentation stored in WebDAV </li></ul>
    14. 14. WebDAV Content Portlet <ul><li>Workflow: </li></ul><ul><ul><li>Create HTML fragment – e.g. publish ODS to WebDAV </li></ul></ul><ul><ul><li>Add a WebDAV Content portlet to a page </li></ul></ul><ul><ul><li>Enter the location of the WebDAV content </li></ul></ul><ul><ul><li>Optionally, share the page </li></ul></ul><ul><li>Available in 9.1.3 service pack 2 </li></ul>
    15. 15. Demonstration <ul><li>Portal Demonstration </li></ul>
    16. 16. Conclusion <ul><li>Demo room – BI Pavilion </li></ul><ul><li>Questions </li></ul>
    17. 17. Copyright © 2005, SAS Institute Inc. All rights reserved.
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