Using parameters in SAS Visual Analytics

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In the latest release of SAS Visual Analytics Designer, a parameter is a variable whose value can be changed and that can be referenced by other report objects. Why is this an important introduction?

This addition means that, not only can you design interactive reports via prompt controls, those controls can now map to a variable that feeds the report calculated data items or aggregated measures based on numeric or string calculations. In practice, you assign a parameter to one control in your report, and then you can use that parameter multiple times in calculations, display rules, filters or ranks, and they will be automatically updated as the value of the parameter is changed.

You can also design complex reports where the same parameter can be used in multiple custom calculations, display rules, filters or ranks. Ultimately, this is the power behind parameters. A user can select a value once, whether it is a report, section prompt or even a standalone control interaction, and the parameter by-product (calculated item, aggregated measure, filter, rank or display rule) is updated in every instance within the report.

The table below lists the supported control objects and the types of supported parameters introduced in the SAS Visual Analytics 7.1 release:

VAparameters1

Sound complicated? Not at all!  Here are two step-by-step examples that show you how to create and use parameters when designing SAS Visual Analytics reports:

Example 1: slider variable and aggregated measure

The first example shows the product material cost for product lines broken down by regions. This report allows the user to select a variable waste percentage which feeds the aggregated measure: Product Material Cost + Waste. When manufacturing products there is an excess of material, i.e. product material waste, and this report allows a user to interactively calculate the new Product Material Cost plus Waste based on a percentage variable.

VAparameters2

Here are the steps to create this slider variable and aggregated measure example:

  1. Create the parameter. You can create a parameter in three places: from the Data tab’s menu, by right-clicking on the data item and from the Calculated Item or Aggregated Measure advanced editor.

    Because I wanted to add the slider control to the report first and because this parameter will not be based on an existing data item, I used the Data tab’s menu option: New Parameter…. Then you can simply name the parameter, select Numeric as the type, enter a minimum, maximum and current value, and select the desired format.

    Numeric parameters require a current value, which then serves as the default value. I wanted my report users to select a 1 through 100 percent value to serve as the waste percentage variable; therefore, I used the percent format to handle the percentage display.

    VAparameters3

  2. Next, add the slider control to the report and assign the parameter role.

    VAparameters4

  3. Then create the aggregated measure: Product Material Cost + Waste. I used the Sum _ByGroup_ to support any combination of grouping used in the visualizations.

    VAparameters5

  4. Last, test out the parameter. The slider control supports both drag-and-drop and keyed entries. To key in a specific value, simply click on the number and enter your unformatted value.

    VAparameters6

    Side Note: If the control driving your parameter is not a report or section prompt, then you can see your parameter interactions from the Interactions View and selecting the Show parameter interactions check box.

  5. VAparameters7

    Example 2: parameter driven from a button bar and custom category

    The second example uses a parameter driven from a button bar using a custom category to derive an aggregated measure. I won’t walk through this example step-by-step, but here are a few pointers.

    VAparameters8

    When creating a parameter that uses the data item’s values, it is easiest to right-click on the data item and select Create Parameter from Data Item…. This is even possible from custom categories, as shown in the graphic below:

    VAparameters9

    When defining the measure for this example, I used the selected value from the button bar to derive an aggregated measure based on a business rule. My business rule dictated that the Projected Yield equaled the Unit Yield (actual) multiplied by a constant. That constant was a 15% increase for High Yield states, 5% increase for Medium Yield states, and 1% increase for Low Yield states. The graphics below show how you can use either the Text view or the Visual view when defining parameters. Once defined, you can use the parameter result, in this case an aggregated measure, in multiple objects.

    VAparameters10

    VAparameters11

    Example 3:  complex example using web data

    Watch this video tutorial for an additional example of using parameters.  This example was generated using SAS to extract data from web-based sources.

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About Author

Teri Patsilaras

Sr Technical Architect

Teri Patsilaras works for the SAS Global Professional Services Enablement and Learning team as the BI Enablement Lead. Teri works to enable SAS consultants on the latest data visualization techniques and how to leverage SAS Visual Analytics to meet customer needs. She has extensive knowledge of report design methodologies and how to efficiently and effectively apply data visualization methods.

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28 Comments

  1. Hi Teri,

    Great demo & thank you. I was looking for a resource who would show me how to use parameters in VA. This goes to my beloved topic of macro programming. I like the way you have used lite programming technique & VA to show a word counter. Looked magical. Looking forward to other posts. There is so much to do & learn in VA 7.1. I am currently learning STP for web development & VA. I think with parameters since now you can input custom text & numeric field end user can do a lot without manipulating the lasr dataset. Looking forward to your future blogs & videos.

    Regards,
    Pritesh

  2. Hi Teri,

    Thanks for this wonderful blog. I was looking for a way to have parameter to capture date.
    In one of the requirements my user needed a report which would allow him to select some start and end date, basis which some calculations had to be done. We had a work around done, where the MDY Function was made use of. Would you suggest any better option to create a parameter to capture user specified date.
    Thanking you in advance.

  3. How to sum the aggregated measure resultant value, for example variable called "AAA" is calculated and the value is "1" and "-1" please find below table.

    date AAA
    12oct2015 1
    13oct2015 -1
    14oct2015 -1
    15oct2015 -1
    16oct2015 1

    from the above i need to get -1 (by summing up "AAA") for all the dates, how could we do this? can any one please advise

    • Teri Patsilaras
      Teri Patsilaras on

      Hi Nitesh
      Unfortunately, there is no way to out-of-the-box assign the % of an aggregated measure. You would essentially have to create a new aggregated measure that returns the desired percentage and use that value in the slider role.

      • hi Nitesh,

        Can you please share the screens shot with me.
        As am I also exploring the tool this will help me in doing that

        Thanks,
        Anurag Rai

  4. Hey Teri,

    I was wondering if there is any way to have the lower end slider automatically be the 1st day of the current month? Thank you for any help that you can give me on this.

  5. I am new to SAS VA. I would like to have a button bar that would allow me to dynamically change the measure in my crosstab. For example if my button bar had the options "Income, Expense, Profit" I would be able to click which one to display in a crosstab. So if the default is Income by company then clicking "Expense" would update the crosstab to display Expense by company.

  6. Hey Teri, do we functionality in sas VA where we can auto punch all values in list which is filtering from another list , The reason is I don;t want to use right click and select all option . I am looking for some functionality which should auto punch these values.

    • Teri Patsilaras
      Teri Patsilaras on

      Hi Rakesh,
      Unfortunately, there is no way to create functionality for the user to click on to “select all” button for the list control object. The list control object’s default behavior is when the list initially displays and nothing is selected it is the same as “select all”. Then as you mentioned, you the right-click option.

  7. On Parameter video

    Hi, Thanks very much for the video .It was very helpful.I tried the same using the sample_path data and instead of comments I was using 'page' as the category.
    I had just 1 doubt on this, I am getting 92 as a total count of page instead of 14.
    Can you please help me out on how to display the distinct count of the the page value.
    Thanks,
    Ashish

    • Teri Patsilaras
      Teri Patsilaras on

      Hi Ashish,

      Let me contact you directly so you can send me the code you are using to calculate your count metric.

  8. Since we can't have dynamic chart titles I was wondering if I could build such a "title" using the following logic:

    The user selection from a drop-down list would be populated into a Text Input control (which is located above the chart) by using the functionality of a Parameter?

  9. Hi, thanks for this information,
    do u have same kind of representation for 'How do I select more than 1,000 items when filtering'

    thanks
    Sandeep

  10. Hi can we make custom aggregrated measures nased on categories ?

    for example annual average salary

    for men and women separate in data pane?

  11. John Papaiacovou on

    Hi Teri,
    is there a way to create a parameter to control the bubbles on a geo bubble map and always use the max number of bubbles ? I always have to use rank to be able to avoid the "too much data" warning. Then I am entering different values on the rank until I get the max available bubbles and that is a waist of time.

  12. Hi Teri,

    I am using Time series plot where on x- axis I am using date which is in range of one quarter and on Y axis I am using some measures. On X-axis I am trying to insert reference line and I also want to update this line dynamically so that when I open report today I see reference line at today's date and when I open report tomorrow reference line should move to tomorrow's date.

    Any help would be much helpful..

  13. Hi Teri,
    Is it possible to control hierarchies using parameters?? trying to group multiple categories by hierarchy by using parameters. User want to group data by mutiple categories, eg user select an object from drop down to select name and another drop down gender, the report generate crosstab using hier 1, if user wants to select age from drop down and another drop down gender then cross tab display hier2 instead of hier 1. thanks for your input

    Hier1
    - name
    -- gender

    Hier 2
    - age
    -- gender

  14. I would like to create report where to allow users to enter the text messages and that all information will automatically getting updated/inserted in the datasets. Is there any facility available in VA?

  15. Hey Teri, I have a dashboard that uses a parameter to pass a product name to a calculated variable and the variable is used in a line chart. When user changes products the line chart changes accordingly. Works like a champ in classic view mode but we are switching to modern view and now when a new product is selected nothing happens. In designer it still works fine but not modern viewer. Any thoughts other than switch back to classic?

    Thanks,
    Ray

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