SAS Theme Designer 3.0:
User’s Guide
®
SAS® Documentation
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SAS® Theme Designer 3.0: User’s Guide
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3.0-P1:themedesignug
Contents
SAS Theme Designer 3.0 Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Chapter 1 • Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About SAS Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Prerequisites for Accessing SAS Theme Designer 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Accessing SAS Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Working in SAS Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
SAS Application Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
SAS Report Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Using SAS Themes in SAS Viya Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
SAS Help Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Chapter 2 • Creating and Working with SAS Application Themes . . . . . . . . . . . . . . . . . . . . . . . . 7
SAS Application Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating a New Application Theme: Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Previewing Changes to an Application Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Changing Palette Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Interface Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Graph Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Editing a Theme in Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Saving a Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Chapter 3 • Creating and Working with SAS Report Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
SAS Report Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a New Report Theme: Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Previewing Changes to a Report Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Changing Palette Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Page Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Graph Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Saving a Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Chapter 4 • Managing SAS Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Theme Table Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Exporting and Importing a SAS Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Publishing Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Setting a Default Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Theme Designer Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
SAS Help Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Assigning Users to Custom Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Chapter 5 • TroubleShooting SAS Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Troubleshooting Mozilla Firefox Time Threshold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Edit In Context Unavailable in Internet Explorer 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
iv Contents
v
SAS Theme Designer 3.0
Audience
Audience
The intended audience for SAS Theme Designer 3.0 includes administrators who
develop and maintain SAS themes as well as individual users who access SAS themes
from within different SAS applications.
vi SAS Theme Designer 3.0 Audience
1
Chapter 1
Getting Started
About SAS Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Prerequisites for Accessing SAS Theme Designer 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . 1
Accessing SAS Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Working in SAS Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
SAS Application Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
SAS Report Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Using SAS Themes in SAS Viya Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
SAS Help Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
About SAS Theme Designer
SAS Theme Designer 3.0 enables you to easily customize the appearance of various
SAS Viya applications. A SAS theme defines the overall look and feel of an application
or a report. It is designed using colors and graphics that are applied to common user
interface components and layout containers. A well-designed theme can create a strong
visual identity across a product or set of products. You can use SAS Theme Designer to
create and deploy simple, visually appealing, customized themes.
Prerequisites for Accessing SAS Theme Designer
3.0
In order to access SAS Theme Designer 3.0, you must be included in the Application
Administrators group. See “Assigning Users to Custom Groups” on page 37 for more
information.
2
Chapter 1
•
Getting Started
Accessing SAS Theme Designer
Depending on your user environment, and your membership in the Application
Administrators group, SAS Theme Designer 3.0 is available for you to access from one
or more locations. Here are the options for accessing SAS Theme Designer 3.0:
SAS Home
SAS Home 8.1 enables you to easily access different SAS Viya applications and
content including SAS Theme Designer. Within SAS Home, you can display SAS
Theme Designer in multiple ways including as a shortcut, as a tile, or as a link.
In the SAS Home 8.1 display below, SAS Theme Designer is available as a shortcut
that you can select to open the application.
Side menu
The Side menu enables you to easily select SAS Viya applications that you have
access to. The Side menu is available in the upper left corner of your SAS Viya
to expand the listing of available SAS Viya
application window. Select
applications. From here you can select SAS Theme Designer.
Here is the Side menuexpanded:
Web browser
SAS Theme Designer uses the standard sign-in window for SAS applications. To
display the sign-in window, use the URL that is supplied by your SAS administrator.
Working in SAS Theme Designer
3
A Sign In to SAS window appears where you can enter your User Id and Password.
Here is the Sign In to SAS window:
Working in SAS Theme Designer
Once you sign in to SAS Theme Designer, you can create new themes and modify
existing themes. Below is the main window for SAS Theme Designer 3.0.
Here are the tasks that you can perform from this window:
Table 1.1
Theme Designer Tasks
Task
Description
Select an existing theme
You can select an existing theme from the table of
available themes in order to perform different
administrative tasks. Some of the tasks that you can
perform include renaming, deleting, duplicating, and
exporting themes.
4
Chapter 1
•
Getting Started
Task
Description
Create a new theme
You can create a new application theme or a new report
theme.
Import a theme
You can import a theme from a specific folder to SAS
Theme Designer 3.0.
Access other SAS products from
the Side menu.
Access the Help Center
By selecting the
, you can access various SAS Viya
products including SAS Home 8.1, SAS Report Viewer
8.1, and SAS Visual Analytics 8.1.
You can access the Help Center by selecting
. The
Help Center contains documentation for SAS Theme
Designer 3.0.
SAS Application Themes
SAS Theme Designer enables you to apply your own branding and customization to
make SAS Viya applications conform with the rest of your software environment. SAS
recognizes that users at your site often use more than one SAS application in their daily
work. Having a consistent look and feel ensures that the user’s transition from one
application to the next is as seamless as possible.
SAS Theme Designer also provides a predefined, default application theme that enables
you to create new application themes, based on that theme’s settings. The Illuminate
theme is the default application theme. You can use the Illuminate theme as a basis to
create additional customized application themes.
For more information see Chapter 2, “Creating and Working with SAS Application
Themes,” on page 7.
SAS Report Themes
The second type of theme that you can create in SAS Theme Designer is a report theme.
You can create report themes that can be used in SAS Visual Analytics 8.1 reports. A
report theme contains settings that control the color selections for different elements of a
report such as tables, graphs, and controls. SAS Theme Designer provides a predefined,
default report theme that enables you to create new report themes, based on that theme’s
settings. The Umstead theme is the default report theme. You can use the Umstead theme
to create additional customized report themes.
For more information see Chapter 3, “Creating and Working with SAS Report Themes,”
on page 21 .
SAS Help Center
5
Using SAS Themes in SAS Viya Products
Application themes that are created in SAS Theme Designer 3.0 can be used and further
modified in SAS products accessible on the Web.. Here is a list of SAS Viya products
that use HTML-based SAS application themes:
•
SAS Home 8.1
•
SAS Report Viewer 8.1
•
SAS Visual Analytics 8.1
•
SAS Environment Manager 3.1
You can also preview edits to SAS application themes while accessing these SAS Viya
products. The function Edit In Context enables you to preview edits to an application
theme from another SAS Viya application. You can perform the following tasks from the
Edit In Context pane:
•
edit Interface Styles and Graph Styles color settings for an application theme
•
save and publish an application theme
•
switch to a different SAS Viya product to edit the theme.
Because a SAS application theme applies to the overall Viya environment, you can
preview the application theme using Edit In Context, in any available SAS Viya
products.
For more information see “Editing a Theme in Context” on page 17.
SAS Help Center
You can access the SAS Theme Designer 3.0 User’s Guide while in SAS Theme
Designer by opening the Help Center. Select
and select Help Center. You can view
and search the content that is available on the Help Center. The SAS Theme Designer 3.0
User’s Guide is available from the Help Center in HTML format and PDF.
Note: Pop-up blockers for your browser should be disabled in order to display the Help
Center.
6
Chapter 1
• Getting Started
7
Chapter 2
Creating and Working with SAS
Application Themes
SAS Application Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating a New Application Theme: Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Previewing Changes to an Application Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Changing Palette Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Interface Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Graph Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Editing a Theme in Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Saving a Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
SAS Application Themes
SAS application themes enable you to create a consistent look and feel that can be
applied to multiple SAS applications in your SAS Viya environment. You can apply
custom colors to different elements of your SAS Viya environment including primary
elements, messages, tables, and graphs.
Creating a New Application Theme: Example
You can create a new application theme in SAS Theme Designer 3.0 by following these
steps:
1. On the Theme Designer window, select New ð Application Theme.
Or, you can also create a new theme by selecting Starter Palettes ð New
Application Theme. The Starter Palettes pane enables you to create a new theme
that is based on a preselected set of theme colors.
8
Chapter 2
• Creating and Working with SAS Application Themes
A New Application Theme window appears. You can now begin making changes to
the new theme. The Preview pane contains sample items that display the changes
that you make to the theme.
Here is the New Application Theme window:
The theme name is displayed above the Preview pane. For application themes, the
default name is New Application Theme 1. You can change the default name for a
theme by clicking the default name and entering a new name.
2. You can now make changes to different color palette swatches for the theme
including changes for Interface Styles and Graph Styles. The SAS Theme Designer
Preview pane displays the theme as you modify it. It enables you to easily see
changes that take place when theme properties are modified. Change color selections
for Interface Styles using the Basic color palette. In this example, the Primary
color is blue:
Creating a New Application Theme: Example
You can change the Primary color by selecting a color from the standard color
palette.
The changes are displayed in the Preview pane.
9
10
Chapter 2
•
Creating and Working with SAS Application Themes
3. Next, you can change color selections for Graph Styles. Select Graph styles on the
New Application Theme window.
For example, change the first Data palette color from the default color to purple.
The change is displayed in the Preview pane.
When the Live preview option is selected you can see changes in the Preview pane
in real time as the changes are being made. If you clear the Live preview option, you
have to click Refresh the window to see changes.
4. It is also possible to see the changes that you are making to a theme while in a
different SAS Viya application. Edit in Context enables you to preview changes in
other SAS Viya applications.
When you choose Edit in Context, you temporarily move to an application of your
choice. Theme options are displayed in a floating pane. Your changes are applied
directly to the application. This enables you to see what a SAS application will look
like when your theme is used.
Click the Edit in Context button on the Theme Designer window.
Creating a New Application Theme: Example
11
On the Edit in Context pane, select the SAS Viya application that you want to go to.
In this example, Home is selected. Now click the Edit in Context button in the Edit
in Context pane. SAS Home opens.
5. The Edit Theme pane is now available from within SAS Home. You can make
changes to Interface Styles and Graph Styles for the theme and view the changes as
you make them. Here is the Edit Theme pane.
Here the Interface Styles pane is open.
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Chapter 2
•
Creating and Working with SAS Application Themes
You can also change the theme name in the Edit Theme pane. Click on the default
theme name and enter a new name, such as SalesMarketing shown here.
6. After you have modifed your theme, you can click
on the Edit Theme pane to
save it. You can also return to SAS Theme Designer where you can continue to make
changes to your theme. To do so, click
and select Edit in SAS Theme Designer
When you return to the application theme window in SAS Theme Designer, you can
continue to make changes to your theme.
7. After you have finished modifing the theme, you can save the theme as a draft or you
can save and publish the theme by selecting the appropriate action in the Save menu
as shown:.
Your new theme is listed in the table of available themes. You can now use it with
other SAS Viya products that consume SAS themes, such as SAS Visual Analytics
8.1. A theme must be published in order for all users to access it with other SAS
Viya applications.
The Illuminate theme is the default application theme that is provided with SAS Theme
Designer 3.0. You can use the Illuminate theme as a basis to create customized
application themes. An administrator can set a different application theme to be the
default application theme.
Previewing Changes to an Application Theme
After you create or select a theme to work with, you can make changes to the theme and
view those changes from the Preview pane. The preview pane displays various
components that reflect the changes that will be applied to a SAS Viya application.
You have two ways to update the Preview pane:
Changing Palette Colors
13
Live Preview
when this check box is selected, the changes that you make to the theme are
automatically updated in the Preview pane, as they are made.
Note: Live Preview is the default setting.
Refresh
when Live Preview is not selected, clicking the Refresh button updates the Preview
pane. You must click Refresh in order to see your theme changes. When you click
Refresh, a loading indicator displays until the update is complete.
Note: The Refresh button is enabled only if the Live Preview option is not selected.
When you change an option for updating, that becomes the default setting until you
change it again.
Changing Palette Colors
You can modify various color settings for a theme by changing individual color palette
swatches. When changing the color for a palette swatch, you can choose from Basic or
Custom color changes.
Basic
The Basic tab displays a listing of Standard colors to choose from. The Current
color and New color swatches are displayed. Listings of Recent custom colors and
Recent standard colors are also displayed. When you select a standard color, it is
added to the list of Recent standard colors.
Custom
The Custom tab displays a custom palette that enables you to select a custom color.
The Current color and New color swatches are displayed. Decimal values for Red,
Green, Blue, and Hex Value are also displayed.
Click on the area of the palette that you want to select a color from. The values for
the color are then displayed. You can also click and drag the cursor to move over the
palette. Another option is to enter the values for the red, green, and blue decimal
14
Chapter 2
•
Creating and Working with SAS Application Themes
values, or to enter the hexadecimal value of the color. When you have identified a
color that you want, click OK to accept the color values. When you select a custom
color, it is added to the list of Recent custom colors that is available on the Basic
tab.
Interface Styles
You can change color settings for various components of a theme on the Interface
Styles pane. You can change Global color settings for a theme as well as different
Messages color settings.
Here is the Interface Styles pane:
Interface Styles
15
The Global color settings include the following options:
Primary
The primary color is used throughout the interface to set the overall tone for the
application and to apply color to elements that warrant more attention. For example,
some elements that use the primary color include: application banner, selection color,
selected icons, increased importance buttons, active elements, high-level titles, and
selected menu items.
Use the primary color to introduce your primary brand color into the user
interface.
TIP
Neutral
The neutral color is a mid-tone that is applied to interface elements. The neutral color
should support the primary content of the page without distraction. For example,
some theme elements are best read in a neutral color. Elements that use neutral colors
include: page backgrounds, element backgrounds, borders, body text, links, tab tiles,
table header text, deselected menu items, deselected icons, normal buttons, and
helper text.
Although it is possible to set the neutral color to any color, use of a darker
tone is more likely to preserve optimal contrast ratios.
TIP
The Messages color settings include color options for different types of text in a theme.
This includes the following text elements:
16
Chapter 2
•
Creating and Working with SAS Application Themes
•
Information: the selected color is applied to basic information.
•
Success: the selected color is applied to success messages.
•
Warning: the selected color is applied to warning messages.
•
Alert: the selected color is applied to alert messages.
The Preview pane contains sample items that display the Interface Style changes. You
can toggle between a Table or Messages view on the left side of the Preview pane. You
can also toggle between different Pane views on the left side of the Preview pane.
Note: You can toggle between Interface Styles and Graph Styles on the Property
pane. You can select Collapse property pane to close both settings.
Graph Styles
Graph styles enable you to change color settings for graphs in SAS Viya applications.
Here is the Graph Styles pane:
The Graph Styles pane contains color settings for the following items:
Global Data Colors
These colors are used for Solid Data Colors, Gradient Data Colors, and for
Gauges. You can change graph colors for the following items:
Data Palette
These colors are used in the following graph elements and are displayed on the
Preview pane under Solid Data Colors and Gradient Data Colors:
•
Solid Fills
•
Lines and Markers
•
Diagram Nodes
•
2 Color (Unidirectional) Gradients
•
3 Color (Divergent) Gradients
You can change the order of display for the different colors on the Data palette
by using the Reorder button.
. If you click Reorder, the Data palette
Editing a Theme in Context
17
swatches can be dragged. You can click and drag a color to rearrange the order of
colors. The Preview pane shows the order of colors that you have chosen. When
you are finished reordering color swatches, click Reorder to close the function.
Gauge Palette
These colors are used to customize the look of gauges and other graph elements
in an application. These colors are used in gauges, increasing and decreasing
values in the waterfall chart, and gradients that show KPI colors. They are
displayed on the Preview pane.
Editing a Theme in Context
When you are editing an application theme, you can make changes while viewing the
theme from within another SAS Viya application and see the changes applied as you
make them. On the SAS Theme Designer window, click Edit in Context. The Edit in
Context pane opens.
Here is the Edit in Context pane:
From here, you can choose another SAS Viya application to go to. Then, select Edit in
Context. The SAS Viya application that you selected opens.
You can continue making changes to your theme on the Edit Theme pane that opens in
the SAS Viya application. The Edit Themes pane is opened in a fixed location of the
SAS Viya application that you selected and cannot be moved.
While the Edit Theme pane is open, you cannot navigate to other SAS Viya applications
from the Side menu. You should use the Edit Theme pane to choose a different
application or return to SASTheme Designer. If you click the Side menu, a message
pane opens with the following message:Application navigation is not
available while editing a theme in context. Use the Theme
Designer panel to choose a different application or return to
Theme Designer.
Here is the Edit Theme pane:
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Chapter 2
•
Creating and Working with SAS Application Themes
From here, you can edit Interface Styles .
You can also edit Graph Styles .
Editing a Theme in Context
19
You can also rename the theme and save the theme. To save the theme or modify where
you are working on the theme, click
to open a pane of available actions.
Here is the Edit Theme menu:
This Edit Theme menu contains the following items:
Edit in SAS Theme Designer
switches the Edit Theme pane back to the SAS Theme Designer application.
Change edit context
enables you to change the SAS Viya application that you are currently editing the
theme in.
Save and publish
enables you to save and subsequently publish a theme.
Save a copy
enables you to save a copy of the theme that you are currently editing.
If you click X in the upper right corner of the Edit Theme window, then Edit in Context
closes and SAS Theme Designer opens. Changes made while in Edit in Context are
maintained and displayed in SAS Theme Designer.
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Creating and Working with SAS Application Themes
Note: Edit in Context is available for use with application themes. It is not available for
use with report themes.
Note: Edit in Context is currently unavailable for use in the Microsoft Internet
Explorer 11 web browser.
Saving a Theme
When you are finished editing a theme, you can save the theme by selecting Save or
Save and Publish from the drop-down menu.
When a theme has not been published, both of the options Save and Save and Publish
are available. If you select Save and Publish from the drop-down menu, the theme is
published for use in SAS Viya applications. When a theme has been published and is
being edited, only Save and Publish is available.
After you have finished making changes to a theme, you can return to the main SAS
Theme Designer window by selecting View All Items. This option is located above the
Preview pane.
At this point, the theme can be published for use with other SAS Viya Applications.
21
Chapter 3
Creating and Working with SAS
Report Themes
SAS Report Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a New Report Theme: Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Previewing Changes to a Report Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Changing Palette Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Page Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Graph Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Saving a Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
SAS Report Themes
A SAS report theme applies a consistent look and feel to SAS report content. SAS report
themes are customized for reports that are created in SAS Visual Analytics 8.1. You can
apply custom colors to different elements of your SAS report theme including tables,
graphs, and controls.
Creating a New Report Theme: Example
You can create a new report theme in SAS Theme Designer 3.0 by following these steps:
1. On the Theme Designer window, select New ð Report Theme.
You can also create a new theme by selecting Starter Palettes ð New Report
Theme. The Starter Palettes pane enables you to create a new theme that is based
on a preselected set of theme colors.
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Creating and Working with SAS Report Themes
A New Report Theme window appears.
The theme name is displayed above the Preview pane. For report themes, the default
name is New Report Theme 1. You can change the default name for a theme by
clicking the default name and entering a new name.
2. From the Preview pane, you can click Choose Report. A file selection window
appears and you can select a report. In this example, the report ProductLineReport
is selected.
Creating a New Report Theme: Example
23
3. The SAS Theme Designer Preview pane displays the report theme, enabling you to
easily see theme property changes as you make them. In this example, a toy
company has a report for different product lines. The report contains a table, pie
chart, and a bar chart.
4. Once a report is loaded, you can make changes to different color palette swatches for
the report theme. In this example, the Page Styles, Neutral color is changed from
gray to blue on the Basic color palette.
24
Chapter 3
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Creating and Working with SAS Report Themes
The text in the ProductLineReport table is updated to the blue color.
5. Changes to Graph Styles color swatches impact the colors of the different graphs in
a report. On the Graph Styles pane, the first default Data palette color is teal.
In this example, the color is changed to purple.
Previewing Changes to a Report Theme
25
The color swatch change is now visible on the Preview pane in the pie chart and the
bar chart colors.
6. After you have modified the report theme, you can Save the theme or Save and
Publish the theme. A report theme must be published in order for it to work with
SAS reports.
Note: The Umstead theme is the default report theme that is provided with SAS Theme
Designer 3.0. You can use the Umstead theme as a basis to create additional
customized report themes. An administrator can set a different report theme to be the
default report theme.
Previewing Changes to a Report Theme
After you create or select a report theme to work with, you can make changes to the
theme and view those changes from the Preview pane. The Preview pane displays the
report that you select and reflects the changes that will be applied to SAS reports. You
can modify Page Styles and Graph Styles colors for a report theme. You first select a
report to preview the changes that you make to the report theme by clicking Choose
Report on the Preview pane.
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Creating and Working with SAS Report Themes
You have two ways to update the Preview pane:
Live Preview
when this check box is selected, the changes that you make to the theme are
automatically updated in the Preview pane, as they are made.
Note: Live Preview is the default setting.
Refresh
when Live Preview is not selected, clicking the Refresh button updates the Preview
pane. You must select Refresh in order to see your theme changes. When you click
Refresh, a loading indicator displays until the update is complete.
Note: The Refresh button is enabled only if the Live Preview option is not selected.
When you change an option for updating, that becomes the default setting.
Changing Palette Colors
You can modify various color settings for a theme by changing individual color palette
swatches. When changing the color for a palette swatch, you can choose from Basic or
Custom color changes.
Basic
The Basic tab displays a listing of Standard colors to choose from. The Current
color and New color swatches are displayed. Listings of Recent custom colors and
Recent standard colors are also displayed. When you select a standard color, it is
added to the list of Recent standard colors.
Custom
The Custom tab displays a custom palette that enables you to select a custom color.
The Current color and New color swatches are displayed. Decimal values for Red,
Green, Blue, and Hex Value are also displayed.
Click on the area of the palette that you want to select a color from. The values for
the color are then displayed. You can also click and drag the cursor to move over the
Page Styles
27
palette. Another option is to enter the values for the red, green, and blue decimal
values, or to enter the hexadecimal value of the color. When you have identified a
color that you want, click OK to accept the color values. When you select a custom
color, it is added to the list of Recent custom colors.
Page Styles
When you are working with a report theme, You can change basic color settings for
different components of a report theme on the Page Styles pane.
Here is the Page Styles pane:
The Global color settings include the following options:
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Creating and Working with SAS Report Themes
Primary
The primary color is used throughout the report to set the overall tone and to apply
color to elements that warrant more attention.
Neutral
The neutral color is a mid-tone that is applied to report elements. The neutral color
should support the primary content of the report without distraction.
Although it is possible to set the neutral color to any color, use of a darker
tone is more likely to preserve optimal contrast ratios.
TIP
From the Preview pane, you can click Choose Report. A file selection window appears
and you can select a report. Depending on the SAS report that you have loaded with
Choose Report, different elements (that are relevant to the current report) are displayed
on the Preview pane.
Once a report is loaded, you can now make changes to different color palette swatches
and see them applied to the report.
Graph Styles
Graph Styles enable you to change color settings for graphs within SAS Visual Analytic
8.1 reports.
Here is the Graph Styles pane:
The Graph Styles pane contains color settings for the following items:
Global Data Colors
These colors are used for Solid Data Colors, Gradient Data Colors, and for
Gauges. You can change graph colors for the following items:
Data Palette
These colors are used in report graph elements and are displayed in the selected
report. Most graphs available in reports use colors that are made from or are a
direct reflection of the data palette colors. The data palette controls solid fills,
lines and markers, diagram nodes, and most two- and three-color gradients.
You can change the order of display for the different colors on the Data palette
with the Reorder feature. If you select
, the Data palette swatches can be
dragged. You can click and drag a color to change the order of colors. The
Saving a Theme
29
Preview pane shows the order of colors that you have chosen. When you are
finished reordering color swatches, select
to disable reordering.
Gauge Palette
These colors are used to customize the look of gauges and other graph elements
in a report. These colors are used in gauges, increasing and decreasing values in
the waterfall chart, and gradients that show KPI colors. They are displayed on the
Preview pane.
Saving a Theme
When you are finished editing a theme, you can save the theme by selecting Save or
Save and Publish from the drop-down menu.
When a theme has not been published, both of the options Save and Save and Publish
are available. If you select Save and Publish from the drop-down menu, the report
theme is published for use in SAS reports. When a theme has been published and is
being edited, only Save and Publish is available.
After you have finished making changes to a theme, you can return to the main SAS
Theme Designer window by selecting View All Items. This option is located above the
Preview pane.
At this point, the theme can be published for use with other SAS Viya Applications.
30
Chapter 3
•
Creating and Working with SAS Report Themes
31
Chapter 4
Managing SAS Themes
Theme Table Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Exporting and Importing a SAS Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Publishing Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Setting a Default Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Theme Designer Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
SAS Help Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Assigning Users to Custom Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Theme Table Overview
After you have created and published a SAS theme, it is available for use in various SAS
Viya applications or reports. Available SAS themes are listed in the theme table.
From here you can select a theme to open and edit. You can also publish, unpublish,
duplicate, rename, export, and delete a theme. Click Select on the SAS Theme Designer
window. The theme table is now in select mode. This enables selection check boxes next
to each theme and displays actions that can be performed on the selected theme(s). The
action icons are not enabled until one or more relevant themes is selected.
Here is the theme table in select mode.
The theme table contains the following columns:
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Chapter 4
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Managing SAS Themes
•
Theme displays the name of a theme. You can also sort the list of themes. To change
the sort order, right-click on the Theme column heading. Select Sort. A sort menu is
displayed. You can select from the following available sort options:
•
Sort (ascending)
•
Sort (descending)
•
Remove sort removes the sort option that is applied to the Theme column.
The Sort options Add to sort (ascending) and Add to sort (descending) are initially
disabled. These options enable you to show or hide the Sort functionality. If you sort
on the Theme column, the Add to sort (ascending) and Add to sort (descending)
options are available from the Type column, Sort menu.
Here is a figure of the Theme Column with the Sort function selected:
•
Type displays whether a theme is an application theme or a report theme. You can
also sort the Type column. To change the sort order, right-click on the Type column
heading. Select Sort. A sort menu is displayed. You can select from the following
available sort options:
•
Sort (ascending)
•
Sort (descending)
•
Remove sort - enables you to remove the sort option from the Type column.
The sort options Add to sort (ascending) and Add to sort (descending) are initially
disabled. These options enable you to show or hide the Sort function. If you sort on
the Type column, the Add to sort (ascending) and Add to sort (descending)
options are available from the Theme column Sort menu.
•
Statusl ists the status of a theme. A theme is either in a Draft state or is Published.
•
Date Modified displays a relative time that a theme was last edited.
•
Default indicates which themes are default themes. SAS Theme Designer provides a
default application theme called Illuminate and a default report theme called
Umstead.
•
Filter enables you to search and filter the list of available themes that are listed in
the Theme table.
The actions that you can perform are located on a toolbar in the upper left corner of the
SAS Theme Designer window. Actions are enabled for a theme depending on the status
of that theme. The action buttons are not enabled until one or more relevant themes is
selected.
Theme Table Overview
33
Here are the actions that you can perform a theme:
Publish
enables you to publish a theme so that other SAS Viya users can access the theme.
Click Select on the SAS Theme Designer window. The theme table is now in select
mode. The Status column lists themes as either Draft or Published. The Publish
function is applicable only to themes that are in draft mode. Select a draft theme and
click
. The theme is now published.
Unpublish
enables you to unpublish a theme. A theme is unpublished in order to make it
unavailable to SAS Viya applications . Click Select on the SAS Theme Designer
window. The theme table is now in select mode. Select a published theme and click
. The theme is now unpublished.
Note: The default system themes Illuminate and Umstead cannot be unpublished.
Duplicate
enables you to make a duplicate copy of a theme. Click Select on the SAS Theme
Designer window. The theme table is now in select mode. Select a theme and click
. A copy of the theme is created.
Rename
enables you to rename a theme. Click Select on the SAS Theme Designer window.
The theme table is now in select mode. Select a theme and click
pane opens.
. The Rename
Enter a new name for the theme and select OK.
Set Default
enables you to select a published theme as the default theme. Illuminate is the default
application theme and Umstead is the default report theme. A SAS Theme Designer
user can set a theme other than the Illuminate or Umstead theme as the default
theme.
Click Select on the SAS Theme Designer window. The theme table is now in select
mode. Select a theme and click
. This theme is now the default theme.
Export
enables you to export themes from SAS Theme Designer to a file on the browser file
system. Click Select on the SAS Theme Designer window. The theme table is now in
select mode. Select one or more themes and click
. The themes are automatically
exported to a file in a specified folder on your file system. See “Exporting and
Importing a SAS Theme” on page 34 for more information.
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Delete
enables you to delete a theme. Click Select on the SAS Theme Designer window.
The theme table is now in select mode. Select a theme and click
pane appears.
. The Delete
Confirm the deletion of the theme by clicking Delete.
Note: The default system themes Illuminate and Umstead cannot be deleted.
To exit the selection mode, click on Cancel.
Exporting and Importing a SAS Theme
The export function enables you to export a theme from SAS Theme Designer to a
specific folder. It might be necessary to export a theme for administrative tasks or to
work on a different SAS Theme Designer 3.0 installation. Users can choose to export or
import themes in order to share a theme with other administrators, or to migrate themes
from one SAS Viya installation to another.
To export a theme click Select on the SAS Theme Designer window. The theme table is
now in select mode. Select one or more themes and click
. The selected theme is
automatically exported in a single file to a specified folder on your file system. The
export file is labeled as ThemeDesignerExport.td. You can export multiple themes by
selecting the theme check box. The themes are saved in a single, exported file.
To import a theme, click Import from the SAS Theme Designer window. A web
browser file selection window appears. Select the exported theme file that you want to
import and click Open. Any themes that are defined in the exported theme file are
imported and listed on the Theme table.
If a theme with the same name is already listed in SAS Theme Designer, a message
opens:
You can overwrite the current theme or create a second theme with an appended name.
Note: You can import only SAS Themes created with SAS Theme Designer 3.0. SAS
Themes created with SAS Theme Designer for Flex cannot be imported.
Setting a Default Theme
35
Note: SAS Theme files are imported from the browser file system, not the SAS folder
structure where SAS reports are stored.
Publishing Themes
When creating and editing a SAS theme, you can keep the theme in a draft mode in
order to reduce the impact of any changes on users. When you are ready for users to
access the theme, you can publish the theme. You can change a theme from a draft state
to a publish state at any time.
The Publish function enables you to publish a theme so that other SAS Viya
applications can access the theme. Click Select on the SAS Theme Designer window.
The Theme table is now in select mode. Select a theme and click
.
The theme is now published and is available to SAS Viya applications. If you want to
unpublish a theme, select a published theme and click
unpublished.
. The theme is now
Note: The default system themes Illuminate and Umstead cannot be unpublished.
Setting a Default Theme
When SAS Theme Designer is initially installed, Illuminate is the default application
theme and Umstead is the default report theme. A user can set a different theme as the
default application theme or default report theme. A theme must be published before you
can set it as a default theme.
On the Theme table, select a theme that is listed as Published. click
.
The following message appears:
Click Yes. The selected theme is now the default theme. Any user who is assigned the
default theme sees the new default theme when they next log on to the system. If they
are logged in when the change occurs, the new theme takes effect when they switch
applications or refresh the browser.
When a theme is set as the default application theme, and it is deleted, the Illuminate
theme is reset as the default application theme. When a theme is set as the default report
theme, and it is deleted, the Umstead themeis reset as the default report theme.
The default system themes Illuminate and Umstead cannot be deleted or edited. If you
attempt to edit either of these themes, a message pane opens that enables you to make a
copy of the theme instead.
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If you select Copy Theme, a new copy of the theme is created. For example, if you copy
the Illuminate theme, the new copy is named Illuminate (Copy) by default. You can then
make edits to the copy.
Theme Designer Settings
You can access Settings or you can Sign-out of the current session from the
Application Options menu. To access the Application Options menu, click on the
current user name in the upper right corner of the SAS Theme Designer window. The
Application Options menu is displayed.
To exit the current session of SAS Theme Designer select Sign-outon the Application
options menu.
The Settings pane enables you to change Global user settings that apply across
applications. Within the Global settings, you can modify General settings and
Accessibility settings.
The General menu contains settings for basic changes to your user environment. The
Accessibility menu contains settings for accessibility changes to your user environment.
For detailed information about these settings, see General Usage Help for SAS Viya Web
Applications.
Click Reset to change any setting values back to the original settings for either General
or Accessibility options. Reset changes the settings for the menu that you are currently
in.
SAS Help Center
You can access the SAS Theme Designer 3.0 User’s Guide while in SAS Theme
and select Help Center. You can view
Designer by opening the Help Center. Select
and search the content that is available in the Help Center. The SAS Theme Designer 3.0
User’s Guide is available from the Help Center in HTML format and PDF.
Note: Pop-up blockers for your browser should be disabled in order to display the Help
Center.
Assigning Users to Custom Groups
37
Assigning Users to Custom Groups
Creating themes is a highly specialized and infrequent task that should be performed
only by an experienced administrator or designated visual designer. Access to SAS
Theme Designer 3.0 is determined by membership in a custom group.
In order to access SAS Theme Designer 3.0, you must be included in the Application
Administrators group. Membership in the Application Administrator group enables you
to access and modify themes with SAS Theme Designer 3.0.
For further information about assigning users to the Application Administrator group,
see “Predefined Custom Groups” in SAS Viya Administration: Identity Management.
38
Chapter 4
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Managing SAS Themes
39
Chapter 5
TroubleShooting SAS Theme
Designer
Troubleshooting Mozilla Firefox Time Threshold . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Edit In Context Unavailable in Internet Explorer 11 . . . . . . . . . . . . . . . . . . . . . . . . 39
Troubleshooting Mozilla Firefox Time Threshold
When you are working in SAS Theme Designer 3.0 on the Mozilla Firefox web browser,
it is possible to encounter a warning dialog box when using Edit In Context. When you
click Continue on the Edit in Context pane, the Mozilla Firefox web browser might
display an unresponsive script message.
Mozilla Firefox displays this warning message when the task that you are attempting to
perform takes longer than the predefined time limit for that task. You can increase the
time threshold for the Mozilla Firefox web browser by increasing a run-time preference
value for Mozilla Firefox.
In the Mozilla Firefox web browser, go to this URL:https://support.mozilla.org/enUS/kb/warning-unresponsive-script. The instructions for changing the browser run-time
preference are listed under the topic Letting the script run longer. You will need to
modify the Mozilla Firefox preference setting for dom.max_script_run_time.
Edit In Context Unavailable in Internet Explorer 11
The SAS Theme Designer Edit in Context functionality is currently unavailable for use
in the Microsoft Internet Explorer 11 web browser.
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TroubleShooting SAS Theme Designer
41
Recommended Reading
Here is a list of recommended SAS documentation:
•
SAS Home Documentation
•
SAS Report Viewer Documentation
•
SAS Visual Analytics: Overview
•
SAS Visual Analytics: Reference
•
SAS Visual Analytics: Working with Report Content
•
SAS Visual Analytics: Working with Report Data
•
SAS 10 Administration: Identities
For a complete list of SAS publications, go to sas.com/store/books. If you have
questions about which titles you need, please contact a SAS Representative:
SAS Books
SAS Campus Drive
Cary, NC 27513-2414
Phone: 1-800-727-0025
Fax: 1-919-677-4444
Email: sasbook@sas.com
Web address: sas.com/store/books
42 Recommended Reading
43
Glossary
application theme
a group of customizable specifications that enables a user to apply a consistent look
and feel across multiple applications. Elements of the user interface that are affected
can include messages, tables, and graphs.
report theme
a group of customizable visual specifications that apply a consistent look and feel to
SAS report content. A report theme controls style selections for different elements of
a report, such as tables, controls, and graphs.
44
Glossary