This series of articles will look at ways to prompt for date boundaries using SAS Visual Analytics. Some of these examples will use parameters and one example will use the built-in functionality from the Report and Page prompt areas. If you are not familiar with the Report and Page prompt areas, please refer to this post, but the key behavior to understand is that any control objects placed in these areas automatically filter the report and/or page(s) objects. Report prompts filter all objects on all pages in the report for that data source and mapped data sources and Page prompts filter all objects on that current page for that data source and mapped data sources.
I’ve broken this topic down into a four part article series to make it easier to consume and to save you from copious amounts of scrolling. The accompanying video tutorial is available and the below examples are linked to their corresponding timestamps in the video.
The control objects and examples I will cover in this article series include:
The first example will use a Slider control object with the Range Input Style Option and leverage the built-in functionality which will automatically filter objects in all pages or the current page depending on where the Slider is placed. Since my example report has multiple pages, I will not place this control object in the Report prompt area since I do not want to filter all the pages, just this current page. That means, this control object is a Page prompt.
This Slider control object with the Range Input Style Option has two end points that can be either dragged or a single click on the end point will enable you to select a value using a calendar picker to adjust the filter range.
Using the Slider (Range) is viable when you have a reasonable amount of dates to select from thereby making the slider end points easy to navigate. If you find you have a high volume of dates spanning several decades, then the Slider (Range) may make it difficult to easily use the end point sliders to select the desired range. Some of the other examples I will cover in this article series, such as the Drop-down List or Text Input may make it easier for your report users to select to and from date values.
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The technique used in this example will follow these steps:
In this example, we will use the Page prompt area. Use the page’s overflow menu and select Expand page controls.
Next, drag the Slider control object into the Page prompt area.
Now we need to assign the corresponding roles. You can do this by using the Roles pane or by dragging the data item onto the Slider control object. By default, the Slider uses the Range Input Style Option, so nothing needs to be done for that configuration.
Complete! The Page prompt is designed to automatically filter all objects on that page that shares the same data source or any data sources where data mappings have been defined. If you are interested in how to configure prompts with different data sources check out this article or video tutorial.
How to prompt for a date range in a SAS Visual Analytics report (series of articles):
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