For our next demo, we'll explore and visualize application just a little further. I'm going to navigate this time to all reports and that same folder structure that we went down before: courses, YVA185, basics, demos, marketing. This time we're going to select VA1 Demo 2.1, so I'll double-click on that report and wait for it to open. Now we'll also ensure we're in edit mode in this report, so I'll click on the pencil icon. Now we're in editing mode, and we see the icons on the left-hand side here. We briefly looked at the Data icon in the last video, but here we'll give a little more explanation. The Data pane enables you to work with data sources, create new data items, and add a data source filter, and view and modify properties for data items. We saw this in the last video. The Objects pane provides a list of tables, graphs, controls, analytics, containers, and content objects that can be included in the report. The Suggestions pane provides a list of suggested objects to help you analyze your data, and then finally, the Outline pane enables you to view and work with pages and objects in your report. On the right-hand side, we have some additional icons. The Options pane lists the options and styles available for the currently selected report page or object. The Roles pane enables you to add or modify role assignments for the currently selected object. The Actions pane enables you to create links, filter actions, and link selection actions between objects in your report. The Rules pane enables you to view, add, or modify display rules, which we'll talk about later for the selected object. The Filters pane enables you to view, add, or modify filters for the selected object in the report, and the Ranks pane enables you to view, add, or modify rankings for the selected object. Again, all features that we'll explore a little bit later in the course. That's the left and right panes. Now we can look at general settings for SAS Visual Analytics. In the upper right-hand corner, click on the icon. If you uploaded an image, then you may see that. I don't have that, so I just have my initial here. I can go to settings, and then under SAS Visual Analytics, select General, and you can scroll down to default titles for new objects. Here you can see when we create various things in our report, we can have default titles. They can be automatic, they can be custom, or you can default it, as is the system default to no title for most of these. These options allow you to add automatic titles, customize titles, and this is where you would make those changes. I won't change any of them now, but I'll click the "Close" button in the bottom section. Now let's revisit the Data pane on the left-hand side. Again, from the last video, you'll notice we have different groups here. We have category, we have measures. There are some additional groupings here as well. You can expand and contract those. You'll see various categories and various measures within each grouping. Right now, we're going to scroll down to the Measure section. What you'll see here in this section is that numeric variables are what appear as measures in visual analytics. By default, all measures have an aggregation of sum, which is why in the previous video we changed one of the aggregations to average. Next, let's use a list table to view the important table in this report. In the left pane, we're going to click on Objects. Then we're going to drag list table object from the table's group to the Canvas. Here's the Tables group, here's the List Table. I'm going to click on that and drag it into the Canvas and release the mouse button. You'll see now we have an empty list table here. On the right side, in the right pane, we're going to click on "Roles". Then we're going to assign columns to various roles here so we'll click the "Add" button. We're actually going to select everything that's available here except Frequency and Frequency Percent. Now the shortcut for that is click on the first one, scroll to the bottom, hold down Shift, click on the last item. Everything is selected. Then will just de-select Frequency and Frequency Percent. Then we'll click "Okay". There are many other charts and objects that we can add into a report. As you saw in the VA1-demo3.1 report, there are lots to choose from. We can make all of that very interactive which we'll continue to do throughout the rest of this module and Module 3. We will now investigate how to prepare data, view table and column profile information and view plan actions in SaaS data-studio. To get started, go back to the All tab in SaaS drive and we'll navigate to Courses YVA185, Basics, and then the Demos Marketing folder. Within this folder you'll find VA1-demo2.2 and we'll go ahead and double-click on that to open the plan. The left pane contains two icons that are important for us. The first one is Transforms. The Transforms pane enables you to add column, custom data quality, multi input and row transforms to your plan. Data quality transforms are available only if SaaS data preparation is licensed to you. You should have access to this in your free trial. The second tab here, or the icon is Properties for the Source Table. The Properties for the Source Table pane provides details about the input table, number of rows and columns, size, the location, the date created and modified, the encoding, and the tags. On the right side, we have another pane with three icons. The first one is Plan, and this pane displays the list transforms added to the plan. The second one is the Properties for the Result Table. Here we see details about the output table, the number of rows and columns, the size, location, date created and modified, and the encoding. Then finally we have the Status icon and this pane enables you to view the status of the plan. Across the top now we'll click on "Metadata". That Metadata pane allows us to see a list of columns and their types for the source table , you can see those here. On the Profile tab, once it loads, you can click on the "Run" button here to execute the profile. That'll take just a moment to run. Now you can see the profile of our data based on the plan that's added into SaaS data-studio. Our next demonstration, we'll look at exploring data. We will use the automatic chart to explore data and modify roles and options for charts and graphs and visual analytics. To get started, we'll click on our "Menu". We'll go to Explore and Visualize. Once you're on that page, we're going to double-click on VA1-demo3.2a, which will open this report. The first thing we'll do is turn off automatic graph titles. In the upper right-hand corner, select your username, go to Settings, on the left-hand side under General and then SAS Visual Analytics right here, not in Global, and then we're going to scroll down to default titles for new objects. Right here, default titles for new objects. Then for graphs, let's change automatic title to no title, and then you can click on the "Close" button, which is just slightly off my screen. Now, let's create an automatic chart. On the left pane, we'll click on "Data" and then we're going to scroll down to the Measure category and find Profit. We're going to drag profit from the Data pane onto the canvas. I'm going to grab all of the profit and drag it , drop that here, and you'll see SAS Visual Analytics creates an automatic chart for us. Here we get a histogram that's used to display the distribution of profits, which was a data point that we just dropped on. Now, in the right pane, we can click on "Roles", which I already have expanded here. You'll see data roles, and notice a histogram accepts two roles, a measure and a frequency. We selected the profit measure as one of the roles, and then frequency is the default for the other role. We're getting a frequency where account of profit. In this frequency role, we can click here. We can choose Frequency Percent, and now we see that our histogram is updated with percentages. In the right pane, we can choose Options and then we'll expand the Object group and then name field. Let's change this name to Distribution of Profit. Now, in the upper right-hand corner of the histogram, again, that's our chart here, we'll click on these expanding arrows to maximize the view. We hide the options here. Now, you can also see a table below the histogram that shows data values for our chart. Clicking on the tallest bar in the chart here, you'll see a highlights, and if you hover over, you also get some additional information here. We can scroll through the table to find the highlighted row, which is right here. Same information that is available to you if you hover over that bar. Now, we can click these two arrows to restore back to our normal size as well. Notice that the table below the chart has not been minimized. Let's add a crosstab to our report here. I'm going to start by selecting Objects in the left pane, and then I'm going to search for crosstab here in the Table's category or section. I'm going to drag the Crosstab object to the bottom of the canvas. Then in the right pane, I'll click on "Roles" again. For the Rows role, we'll select the "Add" button. We'll find Order Type, check that, and click "Okay". For the Measures role, we'll select Frequency, Profit. Now you'll see profits are much lower in Internet and catalog channels. In this particular example, a company-wide policy mandates that we need to try to improve profits for orders through these channels. Now we could use this report to investigate why profits are so much lower in Internet sales, in catalog sales and figure out how we might increase profits for those orders. Here on the right-hand side in the columns row we'll click on "Add" and then let's choose continent name. We'll check that box and click "OK". Now we should see various columns here with continent names across the top. On the right-hand side, let's click on "Options". Then we'll expand the totals and subtotals group. Let's select the totals checkbox. Then rather than rows and columns, let's just select columns. That will give us totals by continent now. For the background color, you may want to change that to, let's say, we'll do a pale blue here. Then in the format of field, just make sure bold is checked or is selected. Here you can see my total row has bold and now a pale blue color for each continent. Little bit of report customization for us. Now if we wanted to visualize this cross tab in a different way, we can right-click on the cross tab. Sorry, functionality changed just a bit, it's not a right-click any longer, now we select the options menu here, change cross tab to and then we'll select bar chart. This will visualize our cross tab now as a bar chart. If you look at the rows pane on the right-hand side now you can notice that we have many more options available to us. We have in our lattice columns the order type data field. If we grab that and drag it to the group row just above lattice columns, see if it'll let me do that. Here we go. Drive it up there, that'll move it from lattice columns into groups. Now you can see we've taken those order types, whether it was retail sales, catalog sales or Internet sales, and we've grouped them by continent rather than having those lattice columns, if I put that back one time. These are the lattice columns where you've got your continents here, but then we have different columns completely for each of those. Typically, we prefer to see a bar chart organized in this manner instead. Returning to the options panel on the right-hand side here, under the object section, we can change the name just as we did in our histogram. Let's call this profit by continent and order type, so we'd keep track of our organization. Scroll down to the bar group and find grouping style, here it is. In grouping style, let's click on stacked rather than clustered. Now you can see those columns, stacked bar, and then we'll select data labels. So we get a little more information on our chart, makes it a little more readable and then in the text style, Let's make sure that's readable as well, so let's increase that text size just a little bit to a nine. All right, and then on the left-hand side, we can click on outline. Now you can see the first page in our report, which right now is the only page in our report, has these two charts, the histogram that we created and profit by continent and order type. Now you can save the report and that's the end of this section of the demonstration. In our next example, we will look at box plots to explore data in visual analytics. Again, starting from the menu, explore and visualize, and then we'll navigate to courses, YVA 185, basics, and then demos marketing. This time we're looking for VA1-Demo3.2b, and we can double-click on that report to open it. In the upper left-hand side of the report, now you'll notice there are two pages in this report. Let's click on page two. And you'll see that we have a box plot already on this report. Let's go ahead and enter editing mode. Remember, we'll click the pencil in the top left corner. That'll put some editing mode, and then let's add a second box-plot here so we can see how these work. In the left pane will go to objects and then in the graphs group will find box plot. We'll drag that onto the canvas. I'll put it above the existing box plots. We can see it better. On the right-hand side, Let's click on rows, and then for the category row, click "Add". Find order type. In the measures row, select, "Add", and check profit, and then click "Okay". Now you can see a box plot showing up here. Now, let's move on to the options pane on the right-hand side and in the object group, we'll change the name to profit by order type, and then down in the box plot group let's look at outliers. Instead of hiding outliers, let's ignore outliers in this example. Now Let's select the box for averages. Now within each box plot, you can see notation here for the average value. The average profit in this case. Again, you do have the ability to expand for additional information and a table below the box plot, as well as hovering over a box plot to get additional information, and then we can restore that as well to hide that table of data. That's a quick example of incorporating a box plot into our report.
