Overview of SAS Web Report Studio - SAS BI

SAS Web Report Studio

• provides non-technical business users the ability to find, interact with, create, and share reports based on corporate data.
• It is designed to meet the specific needs, skills, and experiences of decision makers at all levels of the organization who need self-service information quickly.
• It is intended for users with little or no experience in other reporting tools or database technology.
• SAS Report Model.

SAS®9 provides the ability to save output to the SAS Report Model format using the SAS Output Delivery System (ODS). sas web report studio will be able to view ODS output stored in the SAS Report Model XML format.

Users can interact with the report by performing operations such as drilling, sorting, filtering, ranking, exporting, and group break navigation using the Table of Contents. This is feasible because SAS Web Report Studio stores reports in the common SAS Report Model XML format.

Interaction with SAS Application Servers

SAS Web Report Studio can use any or all of the following application servers:

SAS Web Report Studio

Which browsers are supported?

• Internet Explorer 5.5 or newer.

Using SAS Web Report Studio

SAS Web Report Studio is started from your browser by entering a specific URL.

On the classroom machines you use:

https://localhost:8080/SASWebReportStudio

The main window of SAS Web Report Studio includes links for:

• viewing an existing report
• creating a new report
• editing an existing report
• setting preferences.

New reports can be created using the Report Wizard, which uses a point-and-click interface to gather information to build the report.

Another option for creating reports is the Report Builder, which allows the information for the report to be entered on one screen.

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The below demonstration shows how to use SAS Web Report Studio to create a report.

1. Open an Internet Explorer window and enter the following URL: https://localhost:8080/saswebreportstudio

2. Enter the user name and password provided by your instructor.

Select

After logging on, the main window of SAS Web Report Studio is displayed.

There are many options from the main window, including the ability to view an existing report, create a new report, and set SAS Web Report Studio preferences.

3. Begin creating a new report by selecting

The default interface is the Report Wizard – you can switch to the Report Builder by selecting

Notice that this is the first of five steps to create a report.

To navigate between the steps, choose either.

Step 1 of the Report Wizard – Select data for the report

4. Select a data source for the report; select the information map Orion Star Gold Customer Order Information.

Select  to display the Data Source Information window.

When a data source has been selected, the data items are displayed. Select the desired data items and use to move them to the Selected Data Items: list.

5. Select the following fields:

• Customer Age Group
• Customer Country
• Customer Gender
• Total Retail Price for This Product.

to advance to the next step (step 2).

Step 2 of the Report Wizard – Sort or filter data (optional)

6. Change the sort order to Ascending for the following columns:

• Customer Age Group
• Customer Country
• Customer Gender.

If there are any filters in the information map they will be available in the filter box the data item(s) the filter is based on.

A new filter can be created by selecting for the selected data item, this opens the Create new filter window. 

7. Select

 to view the results of the query.

8. The Preview Data window displays a listing of the query results:

 Select to export the data to Microsoft Excel.

9. Select

to close the Preview Data window.
10. Select  to advance to the next step (step 3).

Step 3 of the Report Wizard – Create group breaks (Optional)

11. Select Customer Gender as a Group break.

The default for group breaks is to have a new page for each value. This option produces a table of contents to navigate to each page of output.
Select

 to advance to the next step (step 4).

Step 4 of the Report Wizard – Select a table, graph, or both

Tables and graphs can be created for the desired report. If the Graph check box is not available, it is because a measure is not identified in the data.

12. Select the Table check box (if not already selected).

a. Enter Sales by  Gender,  Age,  and  Country as the Title for the Table.

13. Select the Graph checkbox.

1. Enter Retail Price  Analysis as the Title for the Graph.
2. Select Pie for the graph type.
3. Specify Total Retail Price for This Product as the variable to set the segment size.
4. Specify Customer Age Group as the variable to set the segments.

Select

 to advance to the next step (step 5).

Step 5 of the Report Wizard – Define the header and footer

14. Enter Orion Star  Marketing  Data  Mart as the Text for the Report header.

Select

 to exit the Report wizard and create the reports.

The report is displayed in the browser. Because the report is grouped by Customer Gender, a table of contents area is displayed on the left to enable users to page between the values.

Scroll to see both the graph and the table.

15. View information for the next group by selecting Males in the Table of Contents.

Across the top of this report preview there are a set of buttons.

Modify	Returns to Report wizard for modifications
Options	Provides a choice to either left-align or center the report, and to choose between different styles for the report
Print	Opens the print properties window
Save	Allows report to be saved
Create  New	Invokes Report wizard to start on a new report

The icons at the top of each section provide additional functionality for the section.

    Edit options
    Export table/graph
    Table/graph information

Save the Report

16. Select

 to save the report.

17. Select My folders and specify Customer Sales  Analysis as the Report  name.

[ Related Page: Learn New Features of SAS Enterprise Guide 3 from SAS BI ]

Select

 to save the report.

Copy the Report

18. Select the Choose Report tab at the top of the Web Report Studio window, and then select My Folders.

19. The Actions button to provides the ability to issue various commands for the selected report.

20. Select the actions button

 for the Customer Sales Analysis report and select Copy.

21. In the Copy Report window, select Shared folders and then Reports.
      

Select

 to perform the copy.
22. Choose  to verify that the report was copied to this common report area.

23. Select the actions button

 for the Customer Sales Analysis report and select Rename.

24. Type in Shared Customer  Sales  Analysis.

Select

 to rename the file.

The list of reports is displayed showing the new name of the report.

[ Related Page: Learn Overview of the SAS Information Delivery Portal ]

Change SAS Web Report Studio Preferences

25. Select 

26. Select the Report Creation tab and supply default header text of Orion Star  Marketing  Data  Mart.

Select

27. Select

 to close out of SAS Web Report Studio.