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Follow the steps below to meet the prerequisites and share your report.

Step 1: Import Data into the Public Caslib

A. Verify Data is Already in the Public Caslib

  1. Check Available Data in the Public Caslib:

    • Open SAS Studio or SAS Visual Analytics.

    • Run the following code to list all tables in the Public caslib:

    Code Block
    languagesas
    proc cas;
       table.tableInfo / caslib="Public";
    quit;

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Go to Manage Data Pane by clicking the Navigation Bar (three horizontal lines nine dots at the top-left corner) then select Manage Data:

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In “Sources” tab, click on “cas-shared-default” to expand the list of available caslibs. Next, select “Public” to display a list of available data tables in the right pane.

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  1. Locate your dataset by checking the output or the In-memory data list if you are searching for it in the Manage Data pane.

B. Import Data to the Public Caslib (if not present)

  1. Prepare the Dataset:

    • Ensure the dataset is in a supported format such as .csv, .xlsx, or .sas7bdat.

  2. Upload the Dataset to the Public Caslib:

    a. Upload the Dataset Using SAS Code:
    Follow these steps to upload the dataset into the Public caslib.

    Code Block
    languagesas
    cas;
    libname public cas caslib="public";
    
    /* When you "promote" a CAS table, it becomes global-scoped, allowing it to be accessed by other users and sessions */
    
    data public.<your_data_name> (promote=yes);
       set <sas_data>;
    run;
    • Replace <your_data_name> with your desired name for the table in the Public caslib.

    • Replace <sas_data> with the name of your SAS data.

    b. Importing the Data from Your Local Computer or Workspace:

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Navigate to the Manage Data pane. Click on “Sources,” then select the “Public” caslib. Next, right-click on the data you wish to use for your report and choose “Add to import.”

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Step 2: Save the Report in the Public Folder

  1. Open SAS Viya Visual Analytics:

  2. Create or Open the Report:

    • Design the report using the data stored in the Public caslib.

  3. Save the Report:

    • Navigate to File > Save As.

    • Save the report in the Public folder under SAS Content.

  4. Verify Report Location:

    • Navigate to the Public folder in the Content pane to confirm that the report is saved correctly.

Step 3: Share the Dashboard or Report

  1. Generate a Shareable Link:

    Click the three-dot icon located in the upper right corner and choose the option “Copy link.”

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  1. Test Accessibility:

    • Open the link in a private/incognito browser session to ensure accessibility without Viya credentials.

Key Points and Best Practices

  • Data Requirement:

    • The report must use data stored in the Public caslib; otherwise, it cannot be accessed by users without SAS Viya credentials.

  • Verify Permissions:

    • Ensure appropriate read permissions are set for the Public caslib and Public folder content.

  • Secure Data Handling:

    • Only upload non-sensitive or anonymized datasets to the Public caslib.

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