Copyright © 2005, SAS Institute Inc. All rights reserved. Creating Dashboards with the SAS ® Information Delivery Portal Don Chapman Development Manager SAS

Copyright © 2005, SAS Institute Inc. All rights reserved. 2 Introduction  Dash*board \’dash-,bōrd\ n : an instrument panel below the windshield in an automobile or airplane. 1 1 – The Merriam-Webster Dictionary

Copyright © 2005, SAS Institute Inc. All rights reserved. 3 Introduction

Copyright © 2005, SAS Institute Inc. All rights reserved. 4 Portal Dashboard  Present an intuitive, often graphical, view of an organization’s data to decision makers  Helps monitor organizational to personal performance  Is interactive – it provide a centralized starting point for further investigation

Copyright © 2005, SAS Institute Inc. All rights reserved. 5 Portal Dashboard  This session will demonstrate how to build a dashboard in the SAS Information Delivery Portal using SAS ® 9 technology Portal basics Portlets and technologies Workflow Demonstration

Copyright © 2005, SAS Institute Inc. All rights reserved. 6 Portal Basics  A common web-based user interface providing Page navigation Portlet rendering Metadata searching Content viewing Personalization

Copyright © 2005, SAS Institute Inc. All rights reserved. 7 Portal Basics  Page Provides layout and aggregation of portlets Personal or shared  Portlet The visual component model for the Portal Personal or shared

Copyright © 2005, SAS Institute Inc. All rights reserved. 8 Portal Basics  Content Administrator Page creation Dashboard development Page distribution  Content Consumer Dashboard interaction Feedback

Copyright © 2005, SAS Institute Inc. All rights reserved. 9 Information Map Viewer Portlet  Display a data exploration in a portlet  Use Visual Data Explorer to build graphical and tabular content

Copyright © 2005, SAS Institute Inc. All rights reserved. 10 Information Map Viewer Portlet  Workflow Create Data Exploration in Visual Data Explorer Save a default view Add an Information Map Viewer portlet to a page Select the Data Exploration to view Optionally, share the page  Available in the upcoming service pack 3

Copyright © 2005, SAS Institute Inc. All rights reserved. 11 WebDAV Graph Portlet  Display a bar, pie, or line chart in a portlet  Use the SAS Platform to analyze data and WebDAV to store the data

Copyright © 2005, SAS Institute Inc. All rights reserved. 12 WebDAV Graph Portlet  Workflow: Publish sasreport XML to WebDAV Add a WebDAV Graph portlet to a page Select a data source, graph type, and graph properties Optionally, share the page  Available in the upcoming service pack 3

Copyright © 2005, SAS Institute Inc. All rights reserved. 13 WebDAV Content Portlet  Display an HTML fragment in a portlet  Use the SAS Platform to analyze data and create an HTML presentation stored in WebDAV

Copyright © 2005, SAS Institute Inc. All rights reserved. 14 WebDAV Content Portlet  Workflow: Create HTML fragment – e.g. publish ODS to WebDAV Add a WebDAV Content portlet to a page Enter the location of the WebDAV content Optionally, share the page  Available in service pack 2

Copyright © 2005, SAS Institute Inc. All rights reserved. 15 Demonstration Portal Demonstration

Copyright © 2005, SAS Institute Inc. All rights reserved. 16 Conclusion  Demo room – BI Pavilion  Questions

Copyright © 2005, SAS Institute Inc. All rights reserved. 17 Copyright © 2005, SAS Institute Inc. All rights reserved. 17