SAS® Visual Analytics 7.4: User s Guide

1 SAS Visual Analytics : User s GuideSAS DocumentationFebruary 27, 2018 The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2017. SAS Visual Analytics : User s Guide . Cary, NC: SAS Institute Visual Analytics : User s GuideCopyright 2017, SAS Institute Inc., Cary, NC, USAAll Rights Reserved. Produced in the United States of a hard copy book: No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise, without the prior written permission of the publisher, SAS Institute a web download or e-book: Your use of this publication shall be governed by the terms established by the vendor at the time you acquire this scanning, uploading, and distribution of this book via the Internet or any other means without the permission of the publisher is illegal and punishable by law. Please purchase only authorized electronic editions and do not participate in or encourage electronic piracy of copyrighted materials.

2 Your support of others' rights is Government License Rights; Restricted Rights: The Software and its documentation is commercial computer software developed at private expense and is provided with RESTRICTED RIGHTS to the United States Government. Use, duplication, or disclosure of the Software by the United States Government is subject to the license terms of this Agreement pursuant to, as applicable, FAR , DFAR (a), DFAR (a), and DFAR , and, to the extent required under federal law, the minimum restricted rights as set out in FAR (DEC 2007). If FAR is applicable, this provision serves as notice under clause (c) thereof and no other notice is required to be affixed to the Software or documentation. The Government s rights in Software and documentation shall be only those set forth in this Institute Inc., SAS Campus Drive, Cary, NC 27513-2414 February 2018 SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc.

3 In the USA and other countries. indicates USA brand and product names are trademarks of their respective :vaugContentsUsing This Book .. xvWhat s New in SAS Visual Analytics .. xviiAccessibility .. xixPART 1 Introduction to SAS Visual Analytics1 Chapter 1/About SAS Visual Analytics .. 3 What Is SAS Visual Analytics ? .. 3 Benefits of Using SAS Visual Analytics .. 4 How Does SAS Visual Analytics Work? .. 4 SAS Visual Analytics Community .. 5 Chapter 2/Accessing SAS Visual Analytics .. 7 About SAS Visual Analytics Users .. 7 Use SAS Home to Access SAS Visual Analytics .. 8 Overview of SAS Visual Analytics Capabilities .. 8 About the Availability of Menus and Menu Selections in SAS Visual Analytics .. 8 About Application Themes in SAS Visual Analytics .. 9 Specifying Your Preferences .. 9 Personalize SAS Visual Analytics Using SAS Home .. 11 PART 2 Accessing Data13 Chapter 3/Overview of Data Flow in SAS Visual Analytics .. 15 Data Flow in SAS Visual Analytics .

4 15 Self-Service Data Access .. 15 Managed Data Access .. 16 After a SAS LASR Analytic Server Restart .. 17 Requirements for Importing Data .. 17 Chapter 4/Importing Local Data Files .. 19 Import a Local Data File .. 19 Limitations and Restrictions for Importing Local Data Files .. 21 Usage Notes .. 23 Chapter 5/Importing Data from Servers .. 25 Import a SAS Data Set on a Server .. 25 Import a Database Table .. 26 Database Connection Tips .. 28 Chapter 6/Importing Data from Other Sources .. 31 Import Data from Facebook .. 31 Import Data from Google Analytics .. 32 Import Tweets from Twitter .. 33 PART 3 Preparing Data35 Chapter 7/Overview of SAS Visual Data Builder .. 37 What Is SAS Visual Data Builder? .. 37 Your First Look at SAS Visual Data Builder .. 38 Importing Data .. 39 About Managed Access to DBMS Data .. 39 Working with User-Defined Formats .. 39 Chapter 8/Specifying Preferences for SAS Visual Data Builder .. 41 Specifying Global and General Preferences.

5 41 Specify Your Preferences for the Data Builder .. 41 Chapter 9/Creating Data Queries .. 43 What Is a Data Query? .. 43 About Creating Data Queries .. 43 Save Your Data Query .. 44 Save a Data Query as a New Data Query .. 44 Using the Design Tab .. 45 Adding a Data Source .. 45 Specifying Properties for a Data Query .. 47 Chapter 10/Working with Tables in Data Queries .. 49 Source Tables .. 49 Specifying Properties for a Source Table .. 50 Output Tables .. 50 Staging Tables .. 51 Output and Staging Table Interactions .. 52 Create SQL Query Views .. 53 Chapter 11/Working with Columns in Data Queries .. 55 Adding Columns to a Data Query .. 55 Remove Columns .. 56 Specify a Column Expression .. 56 Specify Aggregations .. 57 Remove All Aggregations .. 58 Use Group By Variables .. 58 Use the Auto-Aggregate Functions .. 59 Use the Pivot By Feature .. 59 Chapter 12/Working with Filters in Data Queries .. 63 About Filtering Data .. 63 Specify a WHERE Clause .. 63 Specify a HAVING Clause.

6 64 Best Practices for Filters .. 65 Chapter 13/Working with Joins in Data Queries .. 67 About Joins .. 67ivContentsHow Does the Automatic Join Feature Work? .. 68 Adding a Join .. 69 Example: Joins with a Junction Table .. 70 Remove a Join .. 71 Managing Joins in a Data Query .. 71 Best Practices for Managing Joins .. 72 Chapter 14/Creating LASR Star Schemas .. 73 What is a LASR Star Schema? .. 73 Create a LASR Star Schema .. 73 How Are Tables Used? .. 74 Chapter 15/Working with SAS LASR Analytic Server .. 77 Using SAS LASR Analytic Server Libraries .. 77 Load a Table (As Is) to SAS LASR Analytic Server .. 78 Appending In-Memory Tables .. 79 Delete Table Metadata .. 81 Distributed Server: Using SASHDAT Libraries .. 81 Distributed Server: Save an In-Memory Table to SASHDAT .. 82 Distributed Server: Legacy Co-located Providers .. 83 Distributed Server: Partition Tables .. 83 Monitoring Memory Usage .. 84 Chapter 16/Importing SAS Information Maps .. 85 About SAS Information Maps.

7 85 Import a SAS Information Map .. 85 Limitations and Restrictions .. 86 Chapter 17/Supporting Text Analysis .. 87 Features Overview .. 87 Load a Stop List .. 87 Add a Unique Numeric Key to a Table .. 88 Chapter 18/Customizing Code .. 89 Use the Code Tab .. 89 Preprocess and Postprocess Code .. 89 Considerations for Manually Editing Code .. 90 Chapter 19/Scheduling .. 93 About Scheduling Data Queries .. 93 Creating Events .. 97 Export Data Queries as Jobs .. 99 Additional Scheduling Resources .. 100 Chapter 20/Using the Results Tab .. 101 About the Results Tab .. 101 Data Pages .. 101 Navigate within the Data .. 102 Find .. 102 Filter and Sort .. 102 Export Data .. 103 Column Headings .. 103 ContentsvPART 4 Exploring Data 105 Chapter 21/Overview of SAS Visual Analytics Explorer .. 107 What Is SAS Visual Analytics Explorer? .. 107 The Welcome Window .. 108 Your First Look at the Explorer .. 109 Manage Tabs in the Right Pane .. 110 Chapter 22/Specifying Preferences for SAS Visual Analytics Explorer.

8 111 Specify Global Preferences .. 111 Specify Your Preferences for the Explorer .. 111 Chapter 23/Managing Explorations .. 113 What Is an Exploration? .. 113 Create a New Exploration .. 113 Save Your Exploration .. 113 Delete Explorations .. 113 Chapter 24/Managing Data .. 115 Managing Data Properties .. 116 Add Additional Data Sources to Your Exploration .. 120 Replace a Data Source in Your Exploration .. 120 Remove a Data Source from Your Exploration .. 121 Refresh Your Data Sources .. 121 Creating Custom Categories .. 121 Working with Global Parameters .. 123 Creating Calculated Data Items .. 125 Creating Aggregated Measures .. 126 Creating Derived Items .. 128 Editing a Calculated, Aggregated, or Derived Data Item .. 131 Delete a Calculated, Aggregated, or Derived Data Item .. 133 Duplicate a Data Item .. 133 Defining a Geography Data Item .. 134 Define Data Items for Text Analytics .. 136 Chapter 25/Working with Visualizations .. 137 Overview of Visualizations.

9 140 Working with Visualizations .. 146 Display Detailed Data for a Visualization .. 148 Change the Data Source for a Visualization .. 148 Control Visualization Data Updates .. 149 Manage Visualization Comments .. 149 Managing Visualization Data Roles .. 149 Work with Filters .. 151 Ranking Data .. 151 Managing Visualization Axes .. 153 Working with Visualization Data Ranges and Color Gradients .. 153 Working with Data Brushing .. 155 Working with Automatic Charts .. 157 Working with Tables .. 158 Working with Crosstabs .. 159 Working with Bar Charts .. 160 Working with Line Charts .. 162 Working with Scatter Plots .. 165 Working with Bubble Plots .. 167viContentsWorking with Network Diagrams .. 170 Working with Sankey Diagrams .. 174 Working with Histograms .. 181 Working with Box Plots .. 182 Working with Heat Maps .. 184 Working with Geo Maps .. 186 Working with Treemaps .. 188 Working with Correlation Matrices .. 190 Working with Decision Trees .. 191 Working with Word Clouds.

10 196 Chapter 26/Working with Filters .. 201 About Filters in SAS Visual Analytics Explorer .. 202 Managing Your Filters .. 202 Working with Basic Filters .. 204 Working with Advanced Filters .. 209 Working with Data Source Filters .. 210 Editing a Filter Expression .. 211 Chapter 27/Exporting Content .. 215 Export an Exploration as a Report .. 215 Export an Exploration as a PDF .. 216 Save a Visualization as an Image File .. 218 Export Data from a Visualization .. 218E-mail an Exploration as a Link .. 219 Chapter 28/Managing Hierarchies .. 221 What Is a Hierarchy? .. 221 Create a New Hierarchy .. 221 Derive a Hierarchy from a Date, Time, or Datetime Data Item .. 222 Create a Hierarchy from a Visualization .. 222 Edit a Hierarchy .. 223 Delete a Hierarchy .. 223 Chapter 29/Performing Data Analysis .. 225 Overview of Data Analysis in SAS Visual Analytics Explorer .. 225 Add a Fit Line to an Existing Visualization .. 227 Add Forecasting to an Existing Visualization.