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1 Getting the Most Out of SAS Enterprise Guide 2997 Yarmouth Greenway Drive, Madison, WI Phone: (608) Web: 1

Questions, Comments Technical Difficulties: Call 1-800-263-6317 We have several hundred attendees, so we won t be able to answer questions live.

2 Questions, Comments Technical Difficulties: Call We have several hundred attendees, so we won t be able to answer questions live. Please questions or comments to train@sys-seminar.com. A copy of the presentation and a recording of the webinar will be ed out to attendees. This can be shared with people who did not attend. 2

3 Systems Seminar Consultants, Inc. Consulting, Training, and Support SAS SQL ETL Reporting Systems Business Analytics Data modeling Automating Processes Big Data Apply good IT and systems practices to real life business applications. Work with Marketing, Finance, Retail, Insurance, Utilities, Manufacturing, Healthcare, Government organizations. 3

Presenter Jennifer First Strategic business planning Project management Sales and marketing management Development of custom training plans Marketing,

4 Presenter Jennifer First Strategic business planning Project management Sales and marketing management Development of custom training plans Marketing, Financial, Admin, HR management Publishes SSC's SAS technical newsletter, The Missing Semicolon Coordinates WISUG (Wisconsin SAS User Group) meetings 4

5 Introduction SAS Enterprise Guide is an incredibly flexible tool, with many options, items, and ways a user can leverage the tool. This presentation should have something for everyone: Definitions Options Organization and Documentation Leveraging Point and Click Graphing and Reporting Tips and Best Practices How should we be using EG? 5

6 What Is SAS Enterprise Guide? Enterprise Guide is an user interface for SAS. EG passes SAS code to a server to run the SAS code. (whether you are writing code or using the tasks in EG) The server could be your local machine, a server on your network, it could even be on another platform 6

7 Enterprise Guide for the SAS Novice Immediately begin working with Enterprise Guide projects, tasks, and wizards with no previous SAS experience. Perform analyses and queries and create reports that would normally require extensive knowledge of SAS. Focus on the content of analysis rather than the details of coding. 7

8 Enterprise Guide for the SAS Expert Avoid repetitive or trivial coding by using Enterprise Guide for simple coding tasks. Modify the automatically generated code and use it as a springboard for more complicated programs. Devote less time to searching for minor syntax errors. Organize SAS processes in one file. 8

9 What is a Project? An EG project is a single file. (.egp) Contains a set of data, tasks, code, and results. Only one project can be open at a time. All work in Enterprise Guide must be done within a project. 9

10 What is a Process Flow? Project Process Flow 1 Data Task Program Output Notes Logs Process Flow 2 Data Task Program Output Notes Logs. 10

11 What Is A Task? A task is a point and click user interface that generates SAS code. Each task has an analogous PROC (although not 1 to 1 relationship). 11

12 Tasks vs. PROC s Under the Task List, select the drop-down and select Tasks by Name. EG will list the task name but on the right hand side will include the analogous SAS Procedure (PROC). 12

13 Capabilities of EG Enterprise Guide can be almost anything the user wants it to be: ETL Graphing Analysis Reporting Scheduling Automation Statistics Queries SQL Data Preparation Quick Ad-Hoc Analysis Business Analyst Complex Production System Expert SAS Coder 13

14 My Background with SAS and EG Business background that used many SAS files Rely on busy programmers for basic reports (joining, concatenating, summarizing, etc.) Cobbler s child with no shoes! 14

15 My Solution: Self Serve Analytics About 6 years ago, discovered Enterprise Guide I could do 90% of my analytics myself 15

16 EG at SSC Convincing the programmers was not so easy 15 years+ of SAS experience- If it s not broke, why fix it? Each programmer found something valuable in EG. 16

17 How Does One Use EG Most Effectively? That depends what you are doing But we have a few ideas 17

18 Customize Your View On the View menu: Stacked Maximize Workspace Task List, Server List, Project Tree, Notes, Prompt Manager, and more 18

19 Options Menu Many of Enterprise Guide s options can be set up by going to the top menu bar and selecting Tools, Options. 19

20 Options - Project Views How the Project Tree and Process Flow looks Group Stored Process and Program Items in Separate Folders Renaming Options Display Path of Data and Files Show Generated Code Show SAS Output Log Show Generated Results 20

Options - Results Manage general results

21 Options - Results Manage general results options Choose your result format: (SAS Report, RTF, HTML, PDF, Text, or a combination) Set a limit on output data sets, page size, ODS Options, and more Change options for output graphs and stored processes 21

22 Options - Results Style Manager Specify the look of any output, including background colors, font colors, logos, table borders, and more. 22

23 Options - Results Style Editor Develop a custom style Text - size, color, alignment, background Border - colors, style Images banner, background, watermark 23

24 Data and Query Options General options labels, default columns and rows, default output library, etc. Improve performance, such as how many rows to scan when importing data or how wide to make columns Query options to improve efficiency and automation Can also insert custom code to run before or after a task or query 24

25 Editor Options Custom configure editor options (including new exciting autocomplete options), display options, and more, to increase efficiency. 25

26 Organization and Documentation Why should you organize and document your EG project? Easier to understand Easier to debug and fix errors Easier to maintain Easier to make updates and changes Easier to pass it along or share with someone else 26

27 Project Documentation Consider a Process Flow just for overall documentation. System documentation, maintenance logs, run time instructions, and wrap up instructions. 27

Enterprise Guide Notes A text document that will appear as a project node in the Process Flow and the Project Tree Can be associated with a data set,

28 Enterprise Guide Notes A text document that will appear as a project node in the Process Flow and the Project Tree Can be associated with a data set, task, code module, output, or log or can be independent Create a Note linked to each task used in the Project - what, who, when, and why of the task. 28

29 Enterprise Guide Notes Explain the purpose of multiple tasks working together, including dependencies, and the overall purpose of the process. You may have one overall note per Process Flow or to document overall pieces of your Project. 29

30 Naming Conventions Good, consistent naming conventions are self documenting. Enterprise Guide will use default names like WORK.QUERY_FOR_DAILY1 and Calculation. Choose meaningful names, assign variable labels, and use good default formats for numeric fields. This applies to data, variables, output, tasks, programs, and process flows. 30

31 Code Documentation Include documentation in your code! Use a header box and change log for each program. Comment as you develop code (or even before) but don t wait until after. Especially focus comments on difficult code, such as complicated calculations. Remember, especially in Enterprise Guide, a non-programmer may need to read and decipher this code. 31

32 Multiple Process Flows You can use a folder equivalent in Enterprise Guide the Process Flow. Store many data sources, tasks, code, output, logs, and notes in a logical way in separate process flows Dependent on the complexity of your process, company standards, and your personal preferences. 32

33 Multiple Process Flows Logical Breaks Break up a Financial Projection system, into 3 Process Flows: Income Projections, Expense Projections, and Production Projections. Each process flow has its own data, tasks, code, output, and notes. Easy to keep track of and make changes to Works well for a process that has logical pieces to it 33

34 Multiple Process Flows Functional Breaks System level and how the process will be run. 1. Overall System Documentation 2. Startup Processes, including Assigning Libraries and Setting Options 3. Data Import, Data Cleanup, Data Preparation 4. Preliminary and Exploratory Analysis 5. Final Analysis 6. Graphing and Reporting 7. Production, Scheduling, and Distribution 34

35 Process Flow Organization Each Process Flow should be organized and easy to read. Enterprise Guide automatically arranges each component of the Process Flow. This option can be turned off. Then you can drag around any of the items in the Process Flow to make it easier to read and in the order you want. 35

36 Documentation and Organization An EG Project that is documented and organized is central to the success of a process. Even for ad-hoc processes, someone may need to create a similar process down the road and could reuse part of what the user is developing. Easy to take shortcuts in the short term to rush and get something done. Putting a small amount of time into this area will yield great results long term. 36

37 Leveraging Point and Click Functionality Enterprise Guide was designed to simplify the life of a SAS user. Many use EG as a code editor, but there is a whole other world of things. Useful to new SAS users but are also provide incredible time savings and simplification to expert SAS programmers. 37

38 Excel Import Data Wizard Import and modify data-drop fields, change variable attributes, which worksheet or cells to import, and more. All without any coding! 38

Changing Column Properties Name: name of the variable. SAS naming restrictions apply. Label: text that is sometimes displayed in place of the variable s name. Type: character or numeric.

39 Changing Column Properties Name: name of the variable. SAS naming restrictions apply. Label: text that is sometimes displayed in place of the variable s name. Type: character or numeric. Length: maximum length of the data values, in bytes. Informat*: determines how the data is read in. Format*: determines how the data is displayed. Include in output: determines whether the variable will be included in the resulting SAS data set. 39

40 Text Format (fixed width) If the data is fixed width: Highlight Fixed Columns. Click the ruler above the sample text to denote the column divisions. 40

41 Text Format (delimited) If the data is delimited: Under Text format, select Delimited. Select the appropriate delimiter. 41

42 My Favorite Task The Query Builder! Query Builder is a graphical way analysts can: Join tables Select variables Filter data Sort data Change data source Compute columns Set up prompts De-dup observations Change query options Add titles, footnotes Limit output And more 42

43 Query Builder Intuitive, easy to understand and use, eliminates coding errors Query Builder builds code that can be reused and modified. 43

44 Sorting Double-click additional variables on the Tables list to add them to the Sort Data tab. Use the and buttons to arrange the variables in order of sort priority. 44

45 Adding a New Computed Column Build an expression. Specify additional options, including a new column name, alias, and format. 45

46 Joining Tables EG will find join key or can manually specify Choose what type of join and other options Join up to 32 tables at once! 46

47 Code Generated By SAS Enterprise Guide The Query Builder is generating PROC SQL behind the scenes! Use the code or modify it. 47

48 Summary Reports: PROC Tabulate You can arrange your report in the the Preview Area. One or two dimensions, concatenation and crossing, analysis and classification variables, and statistics! 48

49 Summary Report/PROC TABULATE Output 49

50 Characterize Data What variables do the data sets contain? What does the data look like? Characterize Data Wizard creates: Summary report Graphs Frequency SAS data set Univariate SAS data set 50

51 Characterize Data Summary Reports 51

52 Characterize Data - Graphs 52

53 Many Tasks Leads To Many Intermediate Tables Keep these tables in a permanent library because You can restart in the middle They re useful for testing and debugging Disk space is cheap 53

54 Easily Create Useful, Beautiful Graphs Creating graphs is simple with EG s interface! No SAS/GRAPH syntax Completed in a fraction of the time Bar charts Pie charts Line plots Scatter plots Area plots Donut charts Bubble plots Contour plots Box plots And more 54

55 Graph Interface 55

56 A Graph Created in SAS Enterprise Guide Easily create graphs within SAS Can be interactive! You can change colors or change to a pie graph without rerunning data 56

57 Packaged Reports Easy to package reports! With a few clicks, package multiple reports Charts, titles, text, images, and more or schedule for distribution 57

58 Example of a Packaged Report 58

59 Enterprise Guide Project Backup EG projects are stored as a single binary file (not plain text) Always back up the.egp file Back up to plain text with Export All Code 59

60 How Should An Analyst Use EG? Use GUI for the majority of tasks Leveraging Enterprise Guide Wizards Using Shell Code Maximum Efficiency Understanding SAS Process/ Easier Debugging 60

61 How Should An Analyst Use EG? Learn how to program as necessary! Debugging Integrate macro variables Include System Date in Report Title! Explore the world of SAS functions Hundreds and hundreds of useful function for use in SAS Understand code that others have written 61

62 How Should A Programmer Use EG? Don t be afraid to use EG features! Point and Click EG tasks have a consistent interface across all projects EG tasks constrain the user/developer to valid options and settings EG tasks minimize spelling and naming ambiguities 62

63 How Should A Programmer Use EG? Inserted Code Use tasks and code 63

64 How Should A Programmer Use EG? Enhanced, Enhanced Editor Line is blurring between coding and GUI with new editor options 64

65 Don t Box Yourself In With EG If you are a programmer, try some point and click! If you are an analyst, don t be afraid of code! Explore your options! 65

66 Recommended Reading The Missing Semicolon: Monthly Enterprise Guide Tips Chris Hemedinger-The SAS Dummy 66

Questions, Comments Please email questions or comments to train@sys-seminar.com or contact us at 1-800-997-7081.

67 Questions, Comments Please questions or comments to or contact us at A copy of the presentation and a recording of the webinar will be ed out to attendees. This can be shared with people who did not attend. 67

68 Upcoming Lunch and Learn Introduction to SAS Macros December 6, Noon Central Steven First We will an invitation to our mailing list and attendees. Please share invitation with others. 68

69 Contact Us 2997 Yarmouth Greenway Drive Madison, WI (608) Jennifer First Vice President 69

Paper ###-YYYY. SAS Enterprise Guide: A Revolutionary Tool! Jennifer First, Systems Seminar Consultants, Madison, WI

Paper ###-YYYY. SAS Enterprise Guide: A Revolutionary Tool! Jennifer First, Systems Seminar Consultants, Madison, WI Paper ###-YYYY SAS Enterprise Guide: A Revolutionary Tool! Jennifer First, Systems Seminar Consultants, Madison, WI ABSTRACT Whether you are a novice or a pro with SAS, Enterprise Guide has something for