How do I drill down in Insights 2.0?
ANSWER: We want to make this easy - so the Insights 2.0 Program has developed the following hint sheet to help you do this and so much more. This can be found by clicking here. . To drill down, typically double click on a chart of graph element and then choose "Drill to (Name of Variable)." To drill down to see a data governance definition in BDN, double click on a graph element and then choose "BDN: (Name of Variable)." Users can also expand tabular data by clicking the right arrow (>) on the row. Click the left arrow (<) to collapse a row. In tree-maps, you can select a particular cell to drill down further into this variable (first click cell, then choose Drill). Take special note of how the headings change and leave you breadcrumbs notes.
How do go from section to section on the dashboards?
ANSWER: You can navigate sections two ways. The easiest is to go the first tab to the left on any Insights 2.0 non-finance product. On this overview sheet you will see each section with a link and description. Select a section to be taken to that particular page within the analytic product. If your product does not have this page, then easily click on the section headings at the top of the analytic page. If you are viewing Insights 2.0 using the mobile SAS app (please contact firstname.lastname@example.org if you need assistance to put this on your device) then simply swipe left to move to the next section. It is fast and easy.
How do I download data to a secure location?
ANSWER: We always want to urge caution here and recall the program agreement that users signed off on to get access to Insights 2.0. We also know that in some cases exporting data can be very helpful to our users. Part of the power of the system and why we take privacy and security so seriously is the ability to see detailed dis-aggregated student information in the password protected Insights 2.9 products. In most cases, users simple need to right click on a graphic, chart, or data table and choose "Export data" then select the variables you want included and click OK. Remember to "X" out of any tables when you are finished.
How can I export a graph or image to another software program (Word, Excel, etc.)?
ANSWER: Right click on the graph or image and choose "Save image" - then select a location on your computer to save the image.
How can I filter a result set on the screen to see information only impacting me or my department?
ANSWER: Filtering restricts the data that is returned from a data source query. Depending on the actions that were defined by the report designer, you might be able to filter or select data within your report. For example, clicking a bar chart can control the data displayed in a list table. To filter data in the target object (or objects), click on data in the source object. Clicking on different data applies the filter based on the new data selection. To clear the selection, click in the white space that surrounds the source object. Linked selections enable you to see the selected data simultaneously in two or more tables, graphs, or both. Click on data in the source object to select data in the target object (or objects). To clear the selection, click in the white space that surrounds the source object. In many cases, this is the same as drilling down to see data in a particular field. Our Insights 2.0 designers will typically place universal/global filters at the top of analytic products. These filters impact all of the visual analytics on that particular screen. Some charts can be filtered down by selecting on a particular school/college/unit by double clicking on it. Please take note of your filtering choices as the new program will remember these the next time you open the dashboard. You can check these choices by looking at the descriptive text above the analytics element. It will show you the lineage of your filtering choices (also known as bread-crumbing).
How do I find out where the data is coming from that I am seeing?
ANSWER: This is a classic use case for our data governance tool BDN. You will want to double click on a chart element, variable, etc. and choose "BDN: (Name of Variable) and click on the link. BDN will open in a separate browser window and you can utilize the BDN environment to see source, attributes, lineage, and a host of other metadata.
What are a few tips in general to navigate the Insights 2.0 products?
ANSWER: To refresh a report, click the More options icon (3 vertical dots that look like a snowman), and then select Refresh report. You can also use the tabs at the top of a report to view the pages of the report. To view another report that has already been opened, click the Opened items icon, and then select the report that you want to view. The icon displays the number of open reports. If you are viewing a report and you want to view another report that is not already open, click the More options (Snowman icon), and then select Open. You can also click the View all reports icon (icon looks like a list of bullets with lines) to see a tiled list of reports. To restore your report to its initial view state, click the More options (Snowman icon), and then select "Restore default report state". This removes any changes that you have made to controls, navigation, drill states, and so on.
How can I tell if I have filtered results when I come back to a dashboard after a few days?
ANSWER: To display the data source filters for an object, click the Information icon, and then select the object.Any filtering choices are noted by the bread-crumbing above the chart or graph. You can reset the entire analytic easily by clicking the More options (3 vertical dots - a.k.a Snowman icon), and then select "Restore default report state". This removes any changes that you have made to controls, navigation, drill states, and so on.
How can I sort data?
ANSWER: For list tables, crosstabs, and graphs that support sorting, you can sort the data by right-clicking the object, and selecting Sort. For each of the data items that can be used to sort the data, you can select either data-item: Ascending or data-item: Descending. For list tables and crosstabs, you can also sort by clicking the column headings. To add a secondary sort, press Ctrl, and then click a column heading. Alternatively, you can add a secondary sort by right-clicking a column heading, and selecting Sort then select data-item: Add Ascending or Sort then select data-item: Add Descending.
How can I maximize an analytic chart, table, etc. to fill the entire screen?
ANSWER: Maximizing an object expands it to the full size of the canvas and displays the details table for the object. To maximize an object, right-click the object, and select Maximize view. You can also click the Maximize icon (four arrows going off in different directions at the 2, 4, 8, and 10 hour position on a clock) in the object toolbar.
I have a visual impairment, can I still use Insights 2.0?
ANSWER: Yes, as part of the upgrade to Insights 2.0, our vendor provides a Graphics Accelerator. This Graphics Accelerator is a Google Chrome extension that enables users with visual impairments or blindness to explore data visualizations. It supports alternative presentations of data visualizations that include enhanced visual rendering, text descriptions, tabular data, and interactive sonification. Sonification uses non-speech audio to convey important information about the graph. For information about installing SAS Graphics Accelerator, see http://support.sas.com/software/products/graphics-accelerator/index.html. The following object types support SAS Graphics Accelerator: bar chart, bubble plot, line chart, time series plot, pie chart, and scatter plot. To view an object with SAS Graphics Accelerator, select the More icon for the object, and then select View with SAS Graphics Accelerator. SAS Graphics Accelerator displays the object in a new Google Chrome tab.
Can I print an Insights 2.0 dashboard to PDF?
ANSWER: Yes! You can print to PDF an entire report or pieces of a report. To print a report to PDF directly from the tiles view and bypass the Print to PDF window, click the Actions icon (snowman - three vertical dots) and select Print. To print an open report to PDF, click the More options icon (snowman icon), and then select Print. You can print specific pages or objects using the Select Objects tab. To print an object to a PDF directly from the object, select it, click the More icon (snowman icon)on the object, and select Print object. Printing option details include: Show empty rows and columns in table applies to both list tables and crosstabs. Include appendix information is selected by default if the report, page, or object has parameters, descriptions, filters, warnings, errors, or display rule legends. Include supplemental tables adds a section at the end of the PDF that includes the details tables for all of the objects in the report. Expand clipped and non-visible content prints, to separate pages at the end of the report, the entire content of tables, crosstabs, gauges, and containers. Include cover page prints the name of the report, the PDF creation date and time, the author name, the number of pages, and any text entered in Cover page text.
What are some considerations to be aware of when generating a PDF?
ANSWER: Not included in the PDF: hidden pages, report prompts, page prompts, and prompt containers. Filters that are applied to objects are listed in the appendix. You can print a hidden page separately if it is linked from another object in the report. Click the Print icon in the page window. By default, containers and crosstabs print only what you see on the screen. Select the Expand clipped and non-visible content option to print all content. A crosstab with more than 5,000 selected cells cannot be printed. By default, an appendix is included in the PDF if the report, page, or object has descriptions, filters, warnings, errors, or display rule legends. If an object has a high-cardinality filter, and the Include appendix information option is selected, the filter description might be truncated in the printed appendix. There can be differences in the fonts in a printed report if the fonts that are used to create a report do not match the fonts that are available on the server that generates the PDF. Depending on your locale, a PDF might not render correctly in Microsoft Edge. Try using Adobe Reader as the PDF viewer.